Small changes can make a huge difference in your business. The right tweaks to your bookkeeping and financial habits can save time, improve cash flow, and help you feel more in control, all without adding more to your plate.
Efficiency is key, and it starts with reducing time spent on repetitive tasks. Are you still manually processing transactions that could be automated? Whether it’s setting up bank rules, batching expenses, or offering online payment options, there are smarter ways to handle your finances.
One simple shift? Automate your invoicing. Sending invoices manually not only takes time but can also lead to delays and cash flow issues. With automation, you streamline the process, get paid faster, and free up your focus for more important things.
Another game-changing habit? A weekly financial check-in. Instead of letting tasks pile up, block out a set time each week. Whether it’s Money Mondays or Finance Fridays, to review cash flow, send invoices, and stay on top of your accounts. This one habit alone can transform financial confidence and business growth.
Finally, don’t ignore your reports. Your bookkeeper isn’t sending them for fun! They’re a powerful tool for understanding your numbers. Start simple: find your gross profit and understand what it means. As you get comfortable, you’ll naturally start asking more questions and making smarter financial decisions
Links & Resources Mentioned in This Episode:
- Xero Money Saver Guide – Learn how to optimise your Xero set up.
- Blog post: Gross Profit vs. Net Profit – For a simple breakdown of gross profit.
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