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8 Must Have Tools to Keep Your Business Organized

Staying organized in your business can be a challenge.  Most of the time when you’re a new entrepreneur you are the one doing all of the things for your business.  I’m going to share with you 8 must have tools for keeping your business organized so that you can stay ahead in your business!

If you know me, or you read my bio, you know that organization is my jam.  There is nothing that makes me happier than when things are efficient and I have an organized environment.  Now that I’m a solopreneur it’s more important than ever that I stay organized and as efficient as possible.  I have no doubt that having these tools below have set me up for success in my business.

Disclaimer: This post contains affiliate links which means I may earn a small commission from purchases, at no additional cost to you. 

8 Must Have Tools to Keep Your Business Organized

1. Wall File Hanger

This wall file hanger is perfect for filing papers and bills if you have a small office or desk space. Bonus: use it in your kitchen if you have limited counter space and are tired of using it (or your dining room table) to store bills and papers!

Mine is currently hung on the back of our pantry door with Command hooks. You can see here I use it for a combination of bills, important school papers for my kids, and items that need to be reviewed. If you wanted to use this in your office you could make labels for past due bills, to be paid, to be reviewed, etc.

2. Bloom Daily Planner

Raise your hand if you’re a pen and paper kinda gal!  You can put your hand down because I can’t actually see you, but I feel you.  To me, there is nothing more satisfying than physically crossing something off of your to-do list. That’s why I’ve always got my bloom daily planner on my desk.  Each day, I open up my planner to whatever week we’re in and write down my top 3 “must-dos” for that day.  The rest is what I call a “brain dump.” Those are the items that I also need to get done, but aren’t going to help move my business forward (like laundry).

This planner gives you a monthly & weekly calendar view, plus pages for goal setting, a vision board, and note taking.  It’s the ultimate all in one planner, and comes in so many cute cover options.  PS – these would make perfect gifts for the #goalgetters in your life.

3. White Board

A white board is the perfect addition to your home or office.  You can use it to do a brain dump and write down all of your to-dos, track revenue goals, or write daily motivational quotes.  My white board currently has my 2020 goals, and a few to-dos I need to work on to help me achieve those goals.

4.  Google Calendar 

Let me just start by saying I just started using the Google calendar app like 4 months ago, and I think it’s the greatest thing ever.  Of course I always knew my email had a calendar feature (that I was using), but I never thought to download the app.  I do not use Google calendar to schedule my appointments (that’s covered in #7).  Instead, I use it to stay on top of the things in my calendar.  I color code my calendar for appointments, events, and reminders, and check it every single day before I start doing any work.  I want to make sure that I plan for any discovery calls I may have scheduled or other important reminders.  Plus, you can share your calendar with other people, too.

5. Filing Cabinet

Seems like a no brainer, right? But, how many of you currently have a stack of papers on the corner of your desk and get frustrated when you can’t find something? Get yourself a filing cabinet. Not sure how to file all of the papers that you have on your desk? Take your stack of papers and separate them into piles.  Then, get hanging file folders and make labels for each pile. If you need to, make sub-folders.  For example, if you have one folder labeled utilities (for expense tracking purposes), create sub-folders for gas/ electric, internet, etc.

6. Label Maker

I’ll find any excuse to use my label maker. I love it so much I wish I could carry it around in a holster. I’d label the hell out of everything if I could.  Will it help you reach your revenue goals? Probably not. But, will it make organizing fun and pretty? Yes, yes it will.

7. Dubsado

Dubsado is a business management solution designed to cut out the busy work and create workflows to streamline your projects.  You can use Dubsado for creating lead forms, calendars, proposals, contracts, invoicing, and more.  If you’re tired of using different systems to get your customers or clients to book appointments, sign contracts, or send invoices then you need Dubsado.  You can also sync your Google calendar with Dubsado so that it knows when you already have appointments scheduled (like your daughter’s birthday lunch at school), so you don’t get overbooked or have to manually block out the time on your calendar. Ah-mazing!

Who doesn’t want their business to run more efficiently and use a system that streamlines your workflow? Take advantage of their BLACK FRIDAY sale going on now through Tuesday, December 3rd at 4 PM.  Their monthly fees are going from $35 to $30, and $350 yearly to $300.  Oh, and the best part about it, if you use this link, or code kristiandco, you’ll get an additional 20% off your first month OR first YEAR!

(If you’re a Quickbooks online user, I’ve got good news for you! It integrates with QBO!)

8. Quickbooks Online

I’m not going to sit here and pretend for 1 second I know enough to explain Quickbooks or accounting to you, but I do know that if you’re a business owner you need to know your numbers.  I refuse to be so intimidated by numbers and accounting that I don’t know or understand the financial position of my business at any given time. If you don’t have a clue where to start when it comes to implementing QBO for your business, reach out to someone who may be able to help.  Luckily, I have a friend who is helping me and teaching me, but there are plenty of tutorials online.  Remember, everything is figureoutable.

What I love about QBO online, is that it integrates nicely and easily with Dubsado.  While Dubsado does offer some reporting, it’s not as in depth as what you get with QBO.  Use my referral link and get 50% off your monthly subscription fee for 3 months, AND receive a $50 Visa gift card when you subscribe.

Set Your Goals and Get to Work

Getting organized doesn’t have to be difficult.  Determine what area of your business you need to get organized first.  What’s the ONE area of your business that could make the biggest impact if you got it organized? Maybe for you that’s getting Quickbooks set up and knowing your numbers.  Maybe for you it’s getting a filing cabinet so that you can organize customer or client forms and stop losing money.  Set your goals for what areas of your business you want to get organized and then write what steps you would need to take to achieve those goals.  Write them down, cross them off when they’re done, and then move onto to the next one.

Organization isn’t about perfection, it’s about efficiency.  It’s about reducing stress, clutter, saving time and money, and improving your overall quality of life.  What could being more organized do for you and your business?

I hope you found this list helpful.  If you feel like you need help staying ahead and keeping your business organized, check out my services page to see how I might be able to help support you.

Until next time, friends.

Kristi

 

 

 

 

 

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