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Heidi Seal

Posts by Heidi Seal

Heidi Seal is the resident WorkflowMax Guru at Living Business – a leading bookkeeping and software implementation business based in the beautiful city of Tauranga, New Zealand. With over 50 WorkflowMax implementations and over 100 Xero implementations under her belt, Heidi has a great understanding of the specific requirements and bigger picture interaction when implementing a suite of business software. When she’s not working she loves spending time with her family and enjoying the active lifestyle offered by the Bay of Plenty.

Everything You Need To Know About Project Management in WorkflowMax – In Three Easy Steps.

I started a bookkeeping business eight years ago, and soon found myself becoming an expert in Xero implementations and training. From there it was a natural progression to specialize in a few select...

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Tip of the Week: Keep WorkflowMax Clear of Clutter

The last thing you want when you implement a new software into your business is for it to create even more clutter than you had previously! WorkflowMax has the ability to streamline and de-clutter...

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When Implementing New Software, Training Staff Properly Is Key to Success

Our favorite bookkeeping guest blogger is back! Heidi Seal from Bay Business Services shows us how to pimp the sales funnel with WorkflowMax. Why it’s important to train staff properly when...

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Pimp Your Sales Funnel - Using Lead Manager in WorkflowMax

Want to manage your  leads more effectively? Leads are the lifeblood of a business - we need leads to become customers so we can keep paying the bills and doing what we love. The lead manager within...

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5 Benefits You Can Use to Sell the Cloud to Your Clients

There is no doubt that there are exceptional benefits to be accessed by adopting cloud software in business. For many though, the ‘cloud’ is unknown and scary, and this can be a major hurdle to...

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What Every Bookkeeper Needs to Know About Search Engines

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6 Tips on How To Get the Most out of Xerocon

Heidi Seal, Bay Business Services As a first timer at Xerocon, attending by myself, I was both excited and nervous about Xerocon NZ 2014. Here are a few of my top tips on how you can get the most...

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