Business Owners - Are You Using the Right Apps?

Comment

Business Owners - Are You Using the Right Apps?

Cloud_Apps_square.jpg

I’m very excited about the advent of so many cloud-based apps now.  They make doing business much easier.  But it can be daunting to know which apps to use.  This is the first article in a series on figuring out the best apps to support your business’ back end.

I base my services around apps that integrate with Xero, but there are many more to choose from regardless of your system.  The collection of apps you choose is commonly referred to as a “software stack”.

 

A software stack is a collection of software that comprises your company’s back end.  It can range from the OS to more complicated components (like servers, back ups, programming frameworks, etc.) which usually need the expertise of a good IT consulting company.  I won’t be touching upon that in this article.  I’m going to primarily focus just on the cloud-based apps here.


 

Often overlooked, there is more to the foundation of your choices.

First, a mindset is a person's philosophy on life.  A fixed mindset is where one believes their intelligence, etc are fixed.  A growth mindset is where a person believes their talent and abilities can be developed.  The latter is important when approaching your software stack.  

You will learn new skills and be surprised at advancements in technology.  If you’re open to this, you can surf the anxiety of the unknown to smooth waters.

mindset.jpeg
 

 

Second on your checklist is to look at your and your team’s areas of skills.

Clip Art Verte Consulting.png

These are the actions that you are capable of carrying out to achieve a designated outcome.   If carefully reviewed, you will be aware of the skills that you and your team has, admit and accept the areas that need improvement, then dedicate time and resources to growing abilities.

 

 

Third, here’s where you want to grab a pen and paper. Look at what occurs in the real world with your service or product.

multi-task clip art.png

Now you can start to develop the process and workflow.  This is still senior to the tools (mostly software, talked about below) that you will use but having some knowledge of what’s out there could help shape your ideas here.  Most importantly get tangible here: get a big sheet (or many) of paper and colored markers and draw out the flow of your company’s product.  Next draw out the flow of important information passing through departments.

 

 

Finally, yes, now we can talk about software.

Start to list different apps in a chart.  Make columns for different functions each app has.  There will be crossover in functions as each app mostly makes their app in a vacuum, regardless of your particular needs. But if you have your system clear, it will be obvious why you would use one app for a function that your others might also have.  

xero octupus.jpg

For example, two apps that you use might both send an invoice to a client, but one allows you to get paid digitally from the invoice and that’s part of your system’s needs.

 

 

This is a lot to digest - remember I will go into each one of these in more detail in the future. Stay tuned!

Kirsten 0320 72dpi xero square.jpg

I hope this article was a great jumpstart.  As a reminder, at Verte Consulting can take the pain out of this process.  We provide bookkeeping and CFO work at our foundation level service, then stack technical services to ensure efficiency at your company.  Our goal is for you to breathe a sigh of relief - let us know if we can help!

Comment

Grow Your Business Faster

Comment

Grow Your Business Faster

The fastest way to grow your business is to plan it out. Even if you're not looking for an investment, creating a business plan is investing with your energy - an investment that is guaranteed high returns. 

Comment

July 2014 Newsletter

Comment

July 2014 Newsletter

Xero helps you look at the history of your transactions - and if you're being even more clever, you're using the Budget module to get some future outlook - but now Verte Consulting is offering some serious cash flow and other analyzation tools via a new app called Crunchboards

Comment

Interview with Rod Drury - July 2014 [Part 1]

Comment

Interview with Rod Drury - July 2014 [Part 1]

After a year-long process of being judged by successful companies and previous winners, Rod Drury recently won the NZX Entrepreneur of the Year Award, which landed him in the competition for the global title – it’s like the entrepreneurial version of the America’s Cup.  This man is actively at the helm of Xero, making sure it stays its course with an eye on the future.  The impressive part is that it’s not just his future or his employees futures  – it’s for the future of the whole fleet of the eco-system, including partners and advisors.

Comment

Interview with Rod Drury - July 2014 [Part 2]

Comment

Interview with Rod Drury - July 2014 [Part 2]

Kirsten Barrie:   Let’s talk about some specific Xero functions: what is the progress on developing quotes and other horizontal accounting functions?

Rod Drury:    Currently we do have a solution for quotes, we have some really great partners that handle that aspect well....  

Comment

Interview with Rod Drury - July 2014 [Part 3]

Comment

Interview with Rod Drury - July 2014 [Part 3]

Kirsten Barrie:    That’s a very good philosophy.  Juxtaposed, that leads me into asking what you think of Intuit’s acquisitions?

Rod Drury:    We have a view that you don’t really want one vendor for all of your business tools...

Comment

Spotlight on Add On: Expensify - A Workaround for Corporate Cards

Spotlight on Add On: Expensify - A Workaround for Corporate Cards

If you’re a company with more than one officer, partner, or employee you might benefit from using Expensify.  I have a handful of my clients using this, as well as I use it for my Xero-based accounting practice.  Here's a work-around to use Expensify with your company credit cards.

XERO VS. QUICKBOOKS ONLINE

XERO VS. QUICKBOOKS ONLINE

Small businesses in the US are rapidly adopting online accounting – and it makes good sense. Being able to access your accounting program from anywhere and get the job done fast frees up the accountant and the business owner’s time. More than 155,000 small business owners have chosen Xero for this task.

BILL.COM WEBINAR: FINANCE, THE CLOUD, AND YOU!

BILL.COM WEBINAR: FINANCE, THE CLOUD, AND YOU!

I was honored to be a guest speaker today for Bill.com. It all went so fast, who knew an hour could be so short! Luckily with a little help from social media, I'm able to put together some highlights!