Category Archives for "Helpful Tips"

Sep 20

How to Increase Productivity at Work

By zgraft

  1. Maintain an Agenda

Planning out the goals you want to accomplish within the hour, the day, the month, and so on. This gives you the ability to manage every task or project you wish to complete within the workday, to the very end of the month. Not only will it keep your work organized, but also it will encourage you to stay on task and manage your time accordingly and recognize the time it takes you to accomplish these goals you set out to.

  1. Prioritize Your Work

There may be a great deal of work that has to be done, but not all of it is a top necessity. Determine the most important tasks of the day and depending on the time constraints, accomplish them first or during your time of most efficiency. Some of your projects may be long term and cannot be completed within the workday whereas some small tasks can be done in a matter of a few minutes. Break up these different sized tasks to keep focused while accomplishing crucial projects.

  1. Break up work periods

Refraining from breaks can often lead to a lack of interest and energy; as well develop stale and uninspired ideas. Taking a break between projects keeps you energized and focused on the tasks ahead. Knowing when to take a break is crucial to a productive work ethic since leaving during a task may interrupt your thinking process, but other times it gives your mind a break on in order to refresh itself. Recognizing this period of disinterest is the time you need to distance yourself from work.

  1. Discover what Environment Encourages Your Productivity

Everyone has their own distinct setting on where they are at their most productive, and finding that thinking space is key to discovering your ideal environment. Do you find you’re most focused in a quiet area, away from people or noise? Or do you need to be in a more active area to be at your most efficient? Taking the time to find this space will help you unlock your own productive potential and also help you create your ideal working environment.

  1. Stop Multitasking

You may think that doing multiple tasks at the same time will ensure a faster rate of completion, but it often does not result in the best work, nor is it the most efficient use of your time. Keep yourself focused on one project at a time. You’ll find yourself to be far more efficient not only with your time, but in your ability to take on more tasks and produce far better results.

  1. Discover when You’re at Your Most Productive

Each person has their own unique time or place in which they are at their most productive. Once you find that ideal physical space, recognize the time of day in which you feel you do your best work. Some people find they are most focused in the morning, while others find mornings challenging and work best in the evening. When you find that time, try to revolve your schedule around it to ensure the best outcome.

Aug 20

3 Tips to Start a Business

By zgraft

3 Tips to Start a Business

by Holly Baweja

Make a Business Plan

Developing a complete business plan provides a great way for a new company to create a detailed outline of the fundamental elements of each stage of the creation to their business. This plan will organize and structure the key components as well as setting up the future management and responsibilities of the members of the company. This document should provide a general overview of the finances, competitors, and market that the business is contending with. Within with the plan, devising a market and sales strategy will provide a clear and efficient to best establish the business.


Organize Funds and Resources

Determine the amount of funding that will be required to start up your business by calculating the amount of materials and labor needed. Your businesses demands should be prioritized by evaluating the essential functions and determining the necessary amount of funding to implement them. Once the business plan is created, this step will be made easier as much of the fundamental aspects are already recognized. In addition to the written goals, calculating these funds and resources offers an detailed outlook on what will be expected and what weekly, monthly, or annual goals should be set to meet.


Plan for the Future

After your needs are determined, create a profit and loss forecast based on market expectations and competitor values in order to set up realistic business goals and determine future funding and expenses. Since these values are all approximations, these should not be examined and treated as a definite cost, but it gives the business owner a general idea of what will be required to maintain their business. Based on the business plan and the funds and resources that are determined in the previous steps, creating a accurate estimate of what is to be expected in the future can be achieved.


Ready to get started with your business but need some help?  Give us a call at 616-422-4500 and our team can help your business.  Free consultation!


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Jul 10

Xero Management Report Walk Through

By zgraft

Xero’s Management Report is a great compilation and summary of the month (or other periods) end reports that most businesses need.

The report includes an executive summary, cash summary, income statement (profit and loss), balance sheet, aged receivables and an aged payables report.  This report can be published within the Xero company file, or exported as a pdf, Excel document, or Google Sheets.

How to generate a Xero Management Report For Your Company

1.From your Xero Dashboard, navigate to the ‘Reports’ tab.  You can see at this time that I do not have it saved as a favorite or starred report.

2.On the reports page, you’ll want to scroll down to the “Accounting” reports section.  You should star this so it shows up in your ‘Reports’ drop down box in the future.

3.When you select Xero’s Management Report, you’ll be taken to a screen with the Executive Summary.

4.This executive summary alone offers a lot of insight into your business’ performance over the last month, compared to the previous month, and you can even have that difference show up in a percentage column.  It’s a really fantastic snapshot of your business.

5.There are several customization options for your report.  For starters, you can choose which month you would like to see a report for using this drop down box. You can also choose which of the 6 reports (executive summary, cash summary, income statement  balance sheet, aged receivables and an aged payables report), and you can also choose to show the previous month’s numbers, it’s ratio compared with the chosen month, or no comparison at all.

6.Once you have made your selections, you have a few options to export the finalized report.  Your options include just publishing it within your company’s Xero file, or you could download it as a .pdf,, Excel spreadsheet, or a Google Sheets file.  You can also choose to edit the cover page, who the preparer was, date, or choose not to have a cover page at all.

I find that the Xero Management Report is a great compilation and other accounting platforms such as Quickbooks Online require you to compile these various reports manually.

Yes! We can help you with your Xero bookkeeping!  Contact us today to get started!

Jul 06

How To Give An Agency Access To Your Facebook Page

By zgraft

This is a question we encounter quite a bit, actually.  Most social media and digital marketing agencies will use a Facebook Business Manager account to request access to their client’s Facebook pages.  Unfortunately for clients, they don’t receive a notification and then are unsure of where to approve the administrator request.

Here are a few screen shots to show you how to give an agency access to your Facebook page:

*Please note:  This only works with Facebook fan pages, not with personal Facebook profiles.

Navigate to your Facebook Page’s Settings (located on the top right corner):

On the left, click on Page Roles

You will be able to see three categories.

Click on or scroll down to the ‘Agencies’ section

Here, you can approve or deny agency requests and see current agencies with access to your Facebook Page.

So there you have it!  Again, this is specifically for Facebook fan pages and not personal profiles.  

Looking for someone to manage your Facebook?  Give us a shout at 616-422-4500.  We work with clients all over the United States!