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3 Ways Accounting Can Improve Your Small Business and Your Life!

by The Team at Findlay & Co on Aug 3, 2015 in Small Business Tips, Tech & Treats

As a small business owner, tradesperson or contractor, what does accounting mean to you? End of year financial reports, GST returns, and balance sheets? If that’s the case, let us introduce you to the fun side of accounting!

But first, let us introduce ourselves... With a head office based in Wanaka, New Zealand, surrounded by beautiful lakes and mountains, Findlay and Co Accountants are focused on keeping work and lifestyle in balance, for ourselves and our clients. Just like you, we love to get out into the great outdoors and enjoy time away from the office, workshop or job site. That’s why we appreciate nifty solutions that make business life simpler (and more fun), so we have more time to get out on the boat or bike, the ski field or the rugby field, or just relax on the beach.

Here are our three top suggestions on how using savvy accounting can lead to better cashflow, less paperwork… and ultimately a better lifestyle!


Tip of the Week: Using Milestones In WorkflowMax to Manage Important Events

by Monica Shepherd on Jul 31, 2015 in WorkflowMax Product Updates & Tips

Do you have an important event that you need to keep in mind while working on your project? Or perhaps there are particular due dates or submission deadlines? To help you stay on target to meeting your overall job deadlines, the milestone feature in WorkflowMax will ensure you’re always ahead of the game.


3 Tips to Improve the Sales-to-Account-Team Handoff

by Chirag Ahuja on Jul 30, 2015 in Agencies & Creatives

Your sales team and your account team can either be a dynamic duo, or a complete catastrophe.

The sales team is responsible for pursuing qualified leads, vetting their compatibility, and nurturing them through the sales cycle. The account team is responsible for managing and growing the account.

If both teams don’t operate in perfect harmony, your client relationships may have a rocky start. Below, we’ve highlighted three tips to help maintain your agency’s credibility, and smooth out the sales-to-account-team handoff.


Do or Do Not - There is No Try: Working with a Business Mentor

by Steff Green on Jul 28, 2015 in Small Business Tips, Tech & Treats


When I first started out as a copywriter working for myself, I felt a bit lost. There were so many different directions my career could go, and I wasn’t sure which one to take. I’d never worked for myself before. It was daunting, and I wasn’t sure where to begin to find answers.

Luckily, at a writer’s conference I was lucky to meet a lady who had been running her own copywriting agency for nearly ten years. She’d been through a lot of the same issues I was experiencing, and her business had come out the other side as a thriving copy shop with a range of awesome local and international clients. I wanted to be her when I grew up.

We got to talking, and I nervously asked her if she’d be available to mentor me through the next six months while I got myself established. She agreed, and it was amazing. We’d meet for coffee or over skype once a month, and I’d pick her brains about strategy, managing clients, doing taxes, marketing, and solving problems.

Having also mentored a couple of other acquaintances who wanted to start their own businesses, I’ve seen the mentoring relationship from both sides, so I’d like to talk a little about what works and what doesn’t work when you’re working with a business mentor.


8 Unexpected Benefits of Business Networking

by Monica Shepherd on Jul 27, 2015 in Small Business Tips, Tech & Treats


Have you been told that you should use business networking as a tool to grow your business? You should; it’s an awesome way to expand your brand’s reach and find new clients through referrals, particularly if you’re just getting your business off the ground. But, there is SO much more to be gained from business networking - both professionally and personally - if you put the effort in.

I was inspired to write this post after catching up with some friends the other evening. You see, the women who I met are not old school friends, or colleagues or sports team mates. They are women who I came to know through business networking several years ago. It got me thinking about how cool it was to have found the support and friendship of a bunch of people from completely different backgrounds that reaches well beyond just giving and receiving business referrals.

Here are 8 awesome benefits that you may not realise you can experience through joining a business networking community:


Tip of the Week: Save Admin Time with Recurring Jobs in WorkflowMax

by Monica Shepherd on Jul 24, 2015 in WorkflowMax Product Updates & Tips

Does your business provide regular on-going work to clients? Setting up the same jobs each day, week or month can be frustrating and takes up unnecessary admin time. Instead, WorkflowMax allows you to set up recurring jobs, so you can keep track of time against those jobs, without having to worry about setting them up each time.

In under 2 minutes, this video tutorial takes you through the steps you need to know to set up and manage your recurring jobs for your business in WorkflowMax.


Agencies: The Importance of Managing Client Expectations

by Chirag Ahuja on Jul 23, 2015 in Agencies & Creatives

One of the most important parts of running an agency is maintaining a good relationship with clients—otherwise nothing will get done (and no one will get paid).

However, not every agency-client relationship is perfect. Sometimes, clashing personalities, a lapse in communication, or a failure to manage client expectations can cause the relationship to fall apart.

Setting your agency up for success starts from the beginning of the onboarding process. Below, we’ve outlined three ways you can manage your client’s expectations throughout the entire relationship—to help you avoid filing for a divorce.


How Well Are Accountants Using Social Media?

by Matt Wilkinson on Jul 22, 2015 in Accountants & Bookkeepers

BizInk asked 103 accounting firms in Australia and New Zealand how their websites and online marketing were performing.

We used the results to create the Accountants Online Marketing Report which has some surprising insights on how well (or badly in some cases) the profession is doing online.

One area we focused on was social media. It’s something almost every firm we work with asks us about: does social media work? Should I get a Facebook page? Will I get new clients by posting pictures of my baking on Pinterest? And so on.

It’s very hard to give a simple answer to questions about social media. Some firms enjoy huge success while other are wasting time with it. What works for one might fail for another.

So to explode some of myths around social media and offer some practical advice, we spoke to Gayatri Wood.


It's time to get charitiable: Can Your Agency Win Working With Nonprofits?

by Steff Green on Jul 21, 2015 in Agencies & Creatives

Image from the Vermont Community Foundation

As a fledgeling agency, approaching local charities can be an excellent way to foster brand awareness, build your portfolio, and do a little good in the world. Non-profits are always running public campaigns to raise money and awareness, which means that they’re always in need of creative collateral and marketing savvy to get their projects off the ground.

Many agencies will offer non-profits, charities and schools a discounted rate on their services. Some might even work for free, as a way of supporting a cause they believe in. The organisation, in return, will help to promote the agency in their collateral, making sure their audience sees your branding.

So do you think working with a charity would be a great way to get the word out about your agency? Here’s a little tutorial on working with charities and non-profits at your agency.


6 Common Architecture Practice Management Mistakes You Could Be Making

by Monica Shepherd on Jul 20, 2015 in Architects, Small Business Tips, Tech & Treats

You’re talented, you’re in demand, and your reputation is growing. Unfortunately, your incredible design talents don’t necessarily mean you’re also a pro at running a successful and sustainable architecture practice as it starts to expand.

Juggling the management of a busy practice as well as projects and clients can lead to a few common mistakes that may start to have a big impact on the success of your firm.

Here are 6 common pitfalls in practice management and how you can easily avoid them:

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