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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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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!


Financial Management Part One

Leijun Campbell - Tuesday, August 09, 2016

 

Financial Management is an important Practical Process that should not be treated as an afterthought. You should never be haphazard in your planning and strategies because one major error in accounting or sales can deeply impact your company’s past, present or future.


Here are some important facts you should consider for keeping your company financial healthy.


1) Have a specific bank account for your business only
2) Have a one specific credit card for the business only
3) Have a designated software for financial record keeping, i.e., Quickbooks, Freshbooks, etc.
4) Have a designated financial point person. If this is not your avenue of expertise, hire a reliable trustworthy person to assist in this arena.
5) Have a documented financial process in place
6) Have a system for filing financial paperwork
7) Have a budget – this is a crucial step in the planning

 



Look out for part two of this series later this month.

 

To have tips and lists like this sent directly to your inbox, click HERE!

 


Practical Points: Important Items in a Policy and Procedure Manual

Leijun Campbell - Friday, April 08, 2016

 

Keeping a manual of your company's policies and procedures is essential to business management. Here is a checklist of essential items.

 

- Table of Contents

- Company Background/Information

- Example: Company History

- Contact List of Employees and Important Vendors

- Company Policy

- Example: Personnel Policies such as Time Off and Benefits

- Company Procedures

- Example: How-To Guides

- Information on Workplace Safety

- Sample Forms or Templates

- Legal Disclaimers

 

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A Quick Tax Season Checklist

Leijun Campbell - Friday, February 26, 2016

We’re several weeks into tax season 2016, 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
  • 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.

 

 


Preparing Efficient Monthly Checklists for Your Team

Leijun Campbell - Saturday, September 19, 2015

Though you never want to be labeled as a micro-manager in the eyes of your team, striking a balance between giving instructions and allowing autonomy for your assistants provides an unforgettable sense of trust.

 

The key question revolves around defining that balance and then creating a set of instructions and checklists that accomplishes that purpose on a monthly basis. Today, we'll discuss three different levels of checklists.  

 

1) Basic - This first set of checklists hearkens back to your assistant's job description and making sure every single "essential" task (big or small) gets listed. This level requires/allows you to maintain a relationship of accountability with that particular team member and ensures everything gets done in a timely manner.

 

2) Intermediate - After your assistants finish their "basic" tasks for the month, encourage them to schedule time during the month for pet projects that could help improve their department's productivity such as looking for a new CRM or accounting program. This level allows them to feel that sense of autonomy in their day to day as well as feel like they're contributing to the welfare of the department and/or company.  

 

3) Advanced - Finally, allow your assistants to establish a few steps in their checklist for professional development whether that is reading a certain number of industry articles or books per month or attending a 1-day conference every quarter. They will gain invaluable knowledge, and in turn, become a invaluable resource for your company.

 

If you have any further questions on this topic or executive assistance/business management, click here to contact us.


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