Number Nerd Bookkeeping Solutions

Cart (0)

  • Your cart is empty.
  • Subtotal: $0.00
  • Estimated Tax: $0.00
  • Total: $0.00
  • Checkout
  • Bookkeeping Help
    • Our Solutions – Start Here
    • Number Nerd Review
    • Bookkeeping Packages
    • Number Nerd Bookkeeping Academy
    • Software Setup
  • Bookkeepers & CPAs
    • Bookkeeper and CPA Solutions
    • JumpStart Sessions
    • NumberNerd Template Lab
    • Template Shop
    • Join Our Team
  • About
    • Meet Heather
    • Work With Me
    • FAQ
    • Client Testimonials
  • Blog
  • Resources
  • Contact

October 10, 2017

Why Effective Workflows are the Backbone of your Business

How many times have you been interrupted during your workday, only to forget what you were doing when you tried to get back on task? If you’re like most business owners, the answer is, “Too many to count.”

Our days are constantly hijacked by emergencies (both real and–often–contrived). We hop on social media when we shouldn’t, and the kids or co-workers vie for our attention. In essence, stuff happens. And without a clear and concise workflow in place, getting back on track without forgetting a step is next to impossible.

Without clear workflows, staying on track is a challenge with the interruptions you face daily. Click To Tweet

Many years ago, I worked in a pharmacy. Customers would stop by the counter to drop off prescriptions, some of which were literally a matter of life or death. We had an exact workflow to walk through to fill the prescription correctly. From entering the data into our computers to pulling and measuring the right medication to checking off that we were delivering the right prescription to the right customer at the cash register, if we missed a step there was a very real chance that we’d harm someone.

The stakes aren’t quite as high in business as they are in health care, but they’re still there. Without workflows, you’re chancing that you’ll forget a critical step in your client work or that a safety feature in your product might get forgotten.

Workflows aren’t the to-do list you keep in Trello or in your planner. According to Wikipedia, where I was able to find the most comprehensive definition, a workflow is “an orchestrated and repeatable pattern…enabled by the systematic organization of resources into processes…”

The key here is “repeatable.” Because chances are, you repeat the same tasks over and over again with and for different clients–no matter what your industry.

Workflows are repeatable patterns in your business, the guide for tasks you do over and over again. Click To Tweet

As a bookkeeper, I go through the same steps every day, week or month to take care of my clients. Sure, each step is customized to each client because each business is a bit different. But at the end of the day, the workflow is still the same.

Sometimes, my day is hijacked by something outside my control while I’m in the middle of my client work. But with my workflows in place, I know exactly where I’ve left off so I can jump back into the project without having to backtrack and without the risk of forgetting a step.

If you’re new to using workflows in your business, you’ll want to get started right at the beginning–establishing a clear flow of work for your day or week. Grab my sample weekly workflow template below to start now!

Filed Under: Business Management Tagged With: organization, Small Biz, workflow

Tags

about me apps automation Bookkeeper Bookkeeping cloud expenses Hiring how-to income tracking insurance integration money management organization overhead payroll pricing profit margin QuickBooks Small Biz start up business systems tax deductions tax prep Technology Tip Tuesday time tracking workflow

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

GET THE BOOKKEEPING SPREADSHEET

Recent Posts

  • My Work Schedule as Bookkeeper and CEO
  • How to Make Turnkey Systems Your Own
  • Creating Space in Your Schedule as Bookkeepers and Accountants
  • Less-Stress Systems For Bookkeepers
  • 5 Crucial Reasons You Should Build Bookkeeping Habits

Categories

  • Bookkeeping (39)
  • Business Management (43)
  • Expenses (8)
  • Glossary Glance (1)
  • Hiring (3)
  • Insurance (1)
  • My Story (2)
  • New Year (2)
  • Organizing (6)
  • Tax Deductions (3)
  • Technology Tip (2)
  • Training (5)
  • Uncategorized (3)

Tags

about me apps automation Bookkeeper Bookkeeping cloud expenses Hiring how-to income tracking insurance integration money management organization overhead payroll pricing profit margin QuickBooks Small Biz start up business systems tax deductions tax prep Technology Tip Tuesday time tracking workflow
  • Email
  • Facebook
  • Instagram
  • LinkedIn
  • Pinterest
  • Twitter
  • Bookkeeping Solutions
  • Terms & Conditions & Privacy Policy
  • Blog
  • Contact Me
Grab your FREE Bookkeeping Spreadsheet Template!

Copyright © 2023 · Number Nerd Bookkeeping Solutions