Is your email out of control? You may be suffering from INBOX OVERLOAD! No matter how much you try, does it always fill right back up?
Yesterbox
There is another way, it’s called Yesterbox. The concept was created by Tony Hsieh CEO of Zappos.com. His idea is that you should wait to tackle all your email, the day after you receive it, first thing in the morning. After you deal with email, then you do not check your email again until the following day if the email can wait 48 hours without causing harm. You schedule a specific time to go through your email , but if you need more time to investigate an issue further, then you schedule a task to respond to that email later on.
If this sounds like something you might want to try, you can read all about it at www.yesterbox.com.
Portals
Using portals enables you to manage the client communications better and incorporate it into your workflow if necessary. For example…a client request for new work could log itself directly on your task list. A client invoice could be paid and updated directly to your accounting system.
Portals also allow you to manage documents more seamlessly, and with better security than exchanging via email when clients can log on and access what they need when they need it without interrupting you.
Workflow Management
The best scenario would be for your email inbox and your portal to integrate with your To Do list. This allows you to be in control of your workday by working on the tasks that you have scheduled in the proper order, based on their priority. We use AERO Workflow Management app which integrates with our Gmail and our Customer Portal. Emails are posted directly into our ToDo list so that we can track time associated to reading emails, responding to emails, and performing the work requested by the emails. In addition, the communication associated to the emails is captured so that other members of the team may access and search for information pertinent to their work. Additionally, when customers order services from us, the task is automatically posted on our list of work to do. This all makes for a more organized and efficient flow of work and communication.
Facebook Fit 2014 - Summary and Key Points Facebook hosted a Bay Area small business boot camp called Facebook Fit to share the latest tools and technology for doing business. Attendees heard tips from Facebook leaders Dan Levy & Sheryl Sandberg, CA Congresswoman Anna Eschoo, Digital media expert Mario Armstrong, Small Business gurus Rhonda Abrams & Leslie Barber. We worked the…
Own the Future In addition to our regularly scheduled workload, our firm is intentional about also making time to learn and share. Intuit's annual event for business owners, QuickBooks Connect (Nov 6-8), encourages us to learn without limits and invest in tomorrow...to own the future. 96% of business owners walk away from this event with new ideas and learnings they can immediately apply to their…
Open for Business RAI presents Finance 101 at Square's "Open for Business: Celebrating Women Entrepreneurs" even in SF. On International Women’s Day, the world will celebrate the accomplishments of inspiring women around the globe. On March 10th, Square wants to celebrate you -- amazing women entrepreneurs and business owners in our community. We'll start the evening off with a talk…
AERO Workflow Manager Laura Redmond & Cloud Consultancy launch AERO Workflow Manager app at Scaling New Heights accounting technology conference and BMRG Accounting Retreat. This is the ULTIMATE app for managing the daily work of a service business with remote staff, such as an outsourced accounting firm. Keep up with AERO's latest & greatest news here.
Protecting Your Finances: How to Prevent Accounting Fraud Accounting fraud impacts small and large organizations, and it’s estimated that 5% of revenue is lost annually due to fraud. Businesses with less than 100 employees are at higher risk of being a victim of multiple schemes, including: Check tampering Billing schemes Fraudulent wire transfers Inventory theft Financial statement fraud Many more…
Protecting Your Finances: How to Prevent Accounting Fraud Accounting fraud impacts small and large organizations, and it’s estimated that 5% of revenue is lost annually due to fraud. Businesses with less than 100 employees are at higher risk of being a victim of multiple schemes, including: Check tampering Billing schemes Fraudulent wire transfers Inventory theft Financial statement fraud Many more…
Protecting Your Finances: How to Prevent Accounting Fraud Accounting fraud impacts small and large organizations, and it’s estimated that 5% of revenue is lost annually due to fraud. Businesses with less than 100 employees are at higher risk of being a victim of multiple schemes, including: Check tampering Billing schemes Fraudulent wire transfers Inventory theft Financial statement fraud Many more…
Protecting Your Finances: How to Prevent Accounting Fraud Accounting fraud impacts small and large organizations, and it’s estimated that 5% of revenue is lost annually due to fraud. Businesses with less than 100 employees are at higher risk of being a victim of multiple schemes, including: Check tampering Billing schemes Fraudulent wire transfers Inventory theft Financial statement fraud Many more…
Protecting Your Finances: How to Prevent Accounting Fraud Accounting fraud impacts small and large organizations, and it’s estimated that 5% of revenue is lost annually due to fraud. Businesses with less than 100 employees are at higher risk of being a victim of multiple schemes, including: Check tampering Billing schemes Fraudulent wire transfers Inventory theft Financial statement fraud Many more…
