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Practical Process

We offer full framework consultation or you may need assistance with just one area. Please contact us for information on how we may assist you with managing your practical business processes.

 

We offer additional support to help you maintain the processes that you have developed.  Please visit our Support page for more information.

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An Asset to Your Team - Why You Should Hire A Bookkeeper

Leijun Campbell - Wednesday, March 29, 2017



As a small business owner or solopreneur, you pride yourself on being able to handle a variety of tasks from sales to marketing to human resources. However, you occasionally find yourself in a situation that goes beyond your usual expertise such as financial management. Rather than try to push through and make some serious mistakes, consider hiring a bookkeeper who can work with you on a regular basis to make sure everything is in sync. Think of them as an asset to your team, a backup quarterback if you want to use a sports metaphor.

 

We'll give you some reasons below for bringing in a bookkeeper:

 

1. You can run your business and focus on the most crucial tasks - You have multiple customers and issues to deal with throughout the day. If you're being honest with yourself, sitting down to go over financial documents and more in-depth details at the end of every business day is nearly impossible. Even some of the best business owners and executives realize that delegation can be a lifesaver. Not only will hiring a bookkeeper save you time, they will also save you money.

 

2. Bookkeepers can be hired for specific industries - Are you a real estate or insurance agency? Do you own a restaurant or retail store? Bookkeepers understand most industries on a general level, but each one can focus on something much more specialized. Since they work for multiple clients in an industry, they often understand current trends that should be followed and obscure rules that need to be observed.

 

3. You can hire them on a contract basis or full-time - Though you need to be aware of your company's budget and resources, some of the best bookkeepers start as a contract worker and then can join the team to make your business even stronger. These contractors bring in crucial knowledge and analysis for cash balances and expenditures every week or month, allowing you to build a relationship and trust that you may not have even expected. Regardless, you will gain a better understanding of your company's financial management and be able to start planning for five years ahead rather than just the end of the month.

 

For more information on how we can help you with your financial management, email us at leijun@campbellbusinessservices.com!

 

How to Exchange the Urgent for the Important

Leijun Campbell - Thursday, March 02, 2017

 


 

Earlier today, you walked into your job. Over the past few days, you’ve had to time to do a little bit of brainstorming on your next major project and are ready to finally get things started. You said good morning to your coworkers (or family if you work from home), sat down at your desk, fired up your computer and opened your email inbox.

 

You don't remember the last time you had seen so many red-flagged messages. "Emergency" after "emergency," you typed your fingers to the bone with an unrelenting ferocity as you sent requests for further information, emailed questions to people involved in the projects in jeopardy and set out researching and problem-solving the issues on your own. In between tasks, you attended meetings, some beneficial and some not so necessary. You continued until the 4 o’clock hour and breathe a sigh of relief when the last concern is resolved. You then realized you never started on the project that, until 8:30 a.m. that morning, was considered the most important item on your checklist. As much as our minds want to jump to solving the most urgent of problems, your productivity will suffer because you aren’t given full concentration to the projects and ideas that matter to you and your professional development.

 

With the inevitability of the urgent always looming, setting aside and blocking off time to work on the important is crucial. Campbell Business Services is here to help you make your professional ventures as effective as possible. For more information on how we can help YOU, email leijun@campbellbusinessservices.com!

 

Why Use Campbell Business Services for Your Accounting Needs

Leijun Campbell - Thursday, February 23, 2017

 

As tax season continues, you may need to consult with an accountant to make sure everything is correct for your business before you file.

Check out the ways Campbell Business can help you below and contact us if we can help you in any way!

 


 

Getting Ready for Tax Season 2017

Leijun Campbell - Friday, February 10, 2017

Campbell Business Services would like to offer you some #PracticalPoints for Tax Season 2017.

What are some tips that have helped you these past few tax seasons?


2017 Tax Season Checklist

Leijun Campbell - Tuesday, January 31, 2017

We’re several weeks into tax season 2017, and we hope you have been able to keep up with the various deadlines that we discussed in our previous post. We also mentioned talking to an accountant if necessary to help you get everything together.

 

If you are about to meet with your accountant, be sure to have the following items ready in your books for review:

  • 1. Any new equipment purchases
  • 2. Any new investment purchases
  • 3. Vehicular expenses that pertain to your business
  • 4. Home office expenses if relevant
  • 5. A list of any vendors that you are carrying
  •  

If you need any assistance in preparing these documents, don’t hesitate to reach out to Campbell Business Services with any questions! Contact leijun@campbellbusinessservices.com for more information.

Four Practical Points to Prepare for 2017 (Infographic

Leijun Campbell - Thursday, December 22, 2016

Practical Points to Prepare Your Small Business for 2017

Leijun Campbell - Friday, December 16, 2016

 

We have two weeks left in 2016. I don’t know about you, but this year has flown by. Now is the time to start building momentum for 2017. Before the holidays really take hold, I am looking over what all has happened over the last 12 months, and I want to give you some tips on how you as a small business owner can evaluate and improve your practical processes for the new year.

 

 

1. Analyze your day-to-day operations and procedures manual - Though surprises always reveal themselves in sometimes inconvenient ways, your business maintains a level of routine. If you run a small business, you may have an easier time adjusting this routine than a larger corporation. If you have hourly team members, evaluate your scheduling practices to see if you utilize their abilities efficiently (i.e. seeing if a shift requires two people or four people for optimal customer service). If you have more of an office environment, look at how you can improve your task management system or if you can implement a regular meeting format. Keep a monthly journal of how each change provides or detracts value, so you can have something to review at the end of next year.

 

 

2. Get all your financial statements prepared for tax season - The first of the year can be incredibly hectic and stressful as you try to navigate new procedures, new hires or new clients. In addition, you need to take care of your employees and provide them their tax documents by the end of the month. Instead of letting everything build up, why not start taking care of those responsibilities now? Enlist the help of your in-house accountant to verify everything is correct. If that option is not available, plenty of outside resources exist specifically for this purpose.

 

3. Know how you will expand your brand and profit in the next year - Hopefully, you set some marketing and sales objectives at the beginning of this year. If so, use these last few days to truthfully evaluate your successes and failures. Even if you missed some opportunities, include them in next year's list. Plan out your marketing budget and include a portion for digital strategy, website development, email marketing and social media. Develop a content calendar and stick to it. Set up quarterly meetings to check on the analytics and progress of these initiatives. If you have a customer or client mailing or email list, send them a Christmas card and include an end-of-the-year survey that asks for feedback on how to provide better service in 2017.

 

4. Discover more about  your team - Your team is the heartbeat of your company, so decide on ways to help them feel valued on a daily basis. Engage them with a year-end review, help them find and schedule professional development training or conferences for the new year, throw a Christmas or New Year's Eve party and if you can afford it, a Christmas bonus. January 1st marks a fresh start and you want to have everyone on the same page and buzzing with excitement.

 


 


Can Your Business Run Without You?

Leijun Campbell - Tuesday, November 22, 2016

Creating an efficient procedures manual can be a daunting task, but a creative one at that. It's definitely worth it if producing precise instructions allow you to step away and know all that is needed is within the manual.

 

Here are some tips:

 

1. Start a list/log for all activities - It is not easy to remember every step that you take to accomplish a task. Carrying a list or log in which you can notate steps as they arise will help exponentially later. Write down the explanation of the task, how long it should take and what tools you may need. Do this for approximately one month. After this period, you should have a good idea of what needs to be documented.

 

2. Begin documenting the actual full procedure - Understand why this procedure is important, clarify all the departments, people and other procedures it affects, recognize all those that need to participate in the procedure and make a list of all the tools needed.

 

3. Present your content in visually enticing ways - If applicable or necessary use pictures or graphics to help explain and elaborate on your procedures

 

4. Embrace the power of checklists – Checklists are my favorite tools; they are very helpful in a manual so that someone coming behind you can mark off each step after they finish. To ensure efficiency, be sure to include the specific action steps. If you add any notes within each action step use a different color or font. If other people are named within the action steps use their titles or department names because people come and go. Make sure the action steps are in the proper order to complete the procedure.

 

5. Don't forget these important "other items" -


A. Table of Contents – use this page to locate the exact procedure that you need to reference.
B. Contacts – keep a page that is frequently updated with names and numbers of others that can assist the person trying to step in
C. Templates – create templates for forms or action lists so they can be easily updated and replaced.

  •  
  • This is just a few items to get you started; for more information, contact Campbell Business Services.

 


Top Tools for Small Business Efficiency

Leijun Campbell - Friday, November 18, 2016

We love discussing the practical processes you need for running a successful company or small business. Now I want to give you a quick list of tools that have helped me and that I believe could work wonders for your company in maintaining your practical processes.

 

Email - serves as your main source of initial and continuous contact between you, your clients, your staff, your vendors and more. I recommend email services such as Outlook or Gmail.

 

 

Boomerang – lets you schedule your emails for maximum communication efficiency.

 

Dropbox – safely stores all your documents. You can share files and also have access across all devices.

 

 

Google Docs – gives you the benefit of making changes in real time.

 

 

Doodle – helps with arranging and scheduling meetings with more than two people.

 

 

Join.Me – allows free server and screen sharing.

 

 

Conference Calls – provides an easy dial-in number for participants in different cities and countries. Try Uber Conference or Freeconference.com.

 

 

Buffer aids in publishing content across several accounts. Feeling overwhelmed by keeping up your social media pages? Can’t afford to pay a social media expert? Try Buffer.

 

CRM (Customer Relations Management)- helps small businesses and solopreneurs track all your client/customer information. Zoho or Streak (a Google app inside Gmail) are both good options.

 

 

Evernote – provides an easy, searchable system for keeping notes.

 

 

Shoeboxed – keeps receipts and creates expense reports. One of my favorite applications.

 

Let us know in the comments which tools you use for your business!


Five Steps to Establishing Your Practical Processes

Leijun Campbell - Thursday, October 27, 2016

We present to you a visual representation of last week's blog post on raising the bar with your practical processes at your small business. If you have any questions, email leijun@campbellbusinessservices.com

 

 



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