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Tip of the Week: Create a Deposit Invoice for a New Job

by Monica Shepherd on Oct 9, 2015 in WorkflowMax Product Updates & Tips



Agency Professionals, Avoid Becoming a Monster by Learning How to Say, “No”

by Chirag Ahuja on Oct 8, 2015 in Agencies & Creatives

Agency life—like many other service industries—is full of demands, pressures and random projects. Unfortunately, when work starts to pile up and stress levels reach their breaking points, we can all become a bit nasty. Some may even categorize us as monsters.

To avoid becoming “that person” everyone in your office fears, you must learn how to say, “no” to additional projects. Unfortunately, this is a hard word to say to a peer or manager since it can be perceived as an inability or unwillingness to live up to the requirements of your job.

In actuality, the opposite is true. Saying, “no” simply demonstrates your ability to understand your capabilities, prioritize your workload, and know what it takes to consistently deliver high-quality client work.

Depending on the type of monster you tend to transform into, here are some tactful ways to say, “no.”


WorkflowMax Reporting Delivers Valuable Business Visibility for NZ Engineering Firm [User Story]

by Monica Shepherd on Oct 7, 2015 in WorkflowMax User Stories, Engineers

User Stories is a regular column here on the WorkflowMax blog. We get a company to walk us through their workflow process. Every company is different, and every firm has different methods and processes for managing their projects. Our hope is that by taking a look at what others do, you'll be able to understand how WorkflowMax can work for you.

Today we talk to Hamish Bennett, senior engineer at Auckland-based mechanical engineering firm, Dobbie Consulting.


Join Marketing Consultant and Bestselling Author, John Jantsch in our New Free Agency Webinar!

by Steff Green on Oct 6, 2015 in Agencies & Creatives

He has been called the “World’s Most Practical Small Business Expert.” John Jantsch is here to bring you his wildly successful “Producer Business Model” - his number one factor in making any agency profitable!


Architects – Here Are 7 Ways To Get Paid Faster by Improving Your Invoicing Process

by Steff Green on Oct 5, 2015 in Architects, Small Business Tips, Tech & Treats

Don’t you just love invoicing?

As an architect, you’re writing invoices all the time, for huge amounts of money. You’ve probably had enough late-paying clients or miscalculated fees to understand how important it is to stay on top of invoicing and make sure you haven’t missed off a zero


Tip of the Week: Update to Global Search in New UI

by Monica Shepherd on Oct 2, 2015 in WorkflowMax Product Updates & Tips

Have you noticed your search has improved lately in the new UI? 


WorkflowMax Investigates: Simplifying Agency Life

by Chirag Ahuja on Oct 1, 2015 in Agencies & Creatives

As a marketing manager who wears a lot of hats, I can relate to many of the same rewards and challenges faced by most creative agencies. Based on my own experience, I enjoy sharing tips I’ve learned and resources that have helped me grow as a professional.

However, since I don’t technically work at a creative agency, I wanted to connect with some of the industry’s top influencers to hear their perspectives as well. Here’s a preview of the daily tasks they wish they could simplify in their creative fields.


WorkflowMax Is a Critical Tool For Growth for Marketing Communications Firm [User Story]

by Monica Shepherd on Sep 30, 2015 in Agencies & Creatives, WorkflowMax User Stories

User Stories is a regular column on the WorkflowMax blog where we get a company to walk us through their experience using WorkflowMax. Every company is different, and every firm has different methods and processes for managing their projects. Our hope is that by taking a look at what others do, it may help you gain an understanding of how WorkflowMax could work for you.

Today we talk to Lisa East, director of Auckland-based marketing agency, East Marketing Communications.


5 Must-Have Features of your Small Business Invoice

by Steff Green on Sep 29, 2015 in Small Business Tips, Tech & Treats

Image courtesy of suphakit73 at FreeDigitalPhotos.net

When I used to run my own business, invoicing was my favourite part of the job. (Hey, I am a capitalist at heart). I liked how the invoice made a job seem final, and I loved seeing the money appear in my bank account and knowing it was from another satisfied client.

That is, when people bothered to pay me. Because my least-favourite part of work was chasing up unpaid invoices, and I had to do that a lot. It seemed as if my clients loved my work up until the point when they had to pay for it, and then they went AWOL.

If you’re a small business in the same boat with chasing up unpaid invoices, here are five things you should include on your small business invoice to help you get paid faster:


Accountants: Boost Your Profile with these Guidelines for Guest Blogging

by Monica Shepherd on Sep 28, 2015 in Accountants & Bookkeepers

Thanks to cloud technology, you’re no longer restricted by geography when it comes to finding new clients for your accounting practice. So, how can you leverage the power of the internet to grow your reach and put your business in front of interested audiences?

One great way to do this is through guest blogging. It gives you the opportunity to pitch yourself as an expert in your field to a targeted audience and boost visibility around your business. In fact, I’ve written this post with 7 reasons why guest posts will boost your blogging ROI which explores this a little further.

You might be thinking to yourself, ‘But I’m an accountant, not a writer!’, but, fear not, putting together a blog post doesn’t have to be as hard as you think.

Here are 7 recommended steps for getting your guest blogging strategy started.

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