Organise your Small Business
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Tools and Tips to Successfully Organise Your Small Business

Here are 9 tools and tips to help you organise your small business successfully.

Getting your small business organised is no easy task. Between managing employees, marketing, accounting and everything else in between, keeping track of all the details can quickly become a nightmare.

Unfortunately, disorganisation can lead to less productivity and even potential customers being turned away from your services.

However, getting your business organised doesn’t have to be difficult. Implementing the right tools and strategies will help you save time and stress while also increasing efficiency.

In this article, we’ll go over 9 tools and tips that will help you get your small business organised so you can focus on other aspects of your company.

Create a Communication Calendar

If you’re working with employees, having a communication calendar can help you stay on track, avoid miscommunications and better keep track of your company’s goals. This tool can be used for meetings, calls, emails and more, allowing you to see when different types of communications take place, who they take place between and what they’re about.

Communication calendars are great for businesses that want to reduce email clutter and be more organised. Communication calendars can also help your employees know what’s expected of them at all times, as you can set due dates and reminders for everything.

Having a transparent communication process can help your business run more smoothly by allowing you and your employees to see what’s expected of them at all times. When conflicts arise, the communication calendar can help you and your co-workers see what needs to be rescheduled so everyone stays on track.

Hire an Accountant and Bookkeeper

After you’ve established your business and proven that it’s a successful venture, hiring an accountant and bookkeeper might be a good idea. This is especially the case if you’re not that great with numbers.

Bookkeepers and accountants can help you keep track of your company’s finances and ensure that everything is being recorded accurately. This can help you avoid costly mistakes and also ensures that you’re staying in line with government regulations and accounting practices.

Additionally, it’s possible that your accountant could be a tax-saving resource that can help you save money on your quarterly or annual taxes.

Have a Dedicated Workspace

Depending on how many people are working for your company and what types of services you provide, having a dedicated workspace can be a good idea. If you don’t have a physical office, having a dedicated space at home to work can help keep your home clean and organised while also preventing distractions from family members and pets.

If you employ people, having a dedicated workspace gives your employees a clear boundary between their work and personal lives, which can help prevent distractions and increase productivity.

Use Repetitive To-Do’s and Trackers

If you find yourself doing certain tasks over and over again, you might want to consider using a to-do list app to save time and energy. Using apps can help you keep track of the things you need to do and also add a bit of gamification to your work.

Having a visual reminder of what you need to get done each day can help you stay on track and get more done in less time. When you’re done with a task, make sure to mark it off your list so you can move on to the next one.

Another helpful tool is a time-tracking app. This is a great way to keep track of how much time you’re spending on different tasks throughout the day so you can better manage your time.

Organise your small business with these 9 tips
It’s easier than you think to organise your small business

Remote employees? Make use of video conferencing tools

If you employ a remote team, there are several different tools you can use to help keep in touch and communicate. Using video conferencing tools can help you communicate and collaborate with your team members while also keeping costs low.

You can also use tools like Google Hangouts, Slack video calls and Zoom to communicate with your team members and keep in touch with them even when they’re not physically in the same office as you.

Utilise Cloud Storage and Sync Options

If you’re dealing with sensitive information, such as IDs and tax records, you might want to consider using cloud storage and sync options. Cloud storage companies, such as Google Drive, Amazon Cloud Services and Dropbox, are a great way to keep your data safe and backed up in case of emergencies.

These types of services come with many different features, including the ability to sync across multiple devices and sharing folders with others.

Set up Rotating Weekly Task Schedules

If you work with contractors, employees or have a large number of tasks that need to be completed on a weekly basis, you can use a rotating task schedule to keep your workflow on track. Using a task management app, such as Toggl, can help you add these tasks to your weekly schedule and also track how much time you’ve spent working on them.

This can allow you to better allocate your time, prevent yourself from over-scheduling and stay focused. You can even assign certain tasks to specific days of the week if you work with employees or have a specific project due each week.

Send emails from your email marketing platform

If you use email marketing, you can create automated email campaigns from your email marketing platform. This can help you easily send emails to previous customers and draw in new business.

Automated emails are a great way to keep in touch with your customers and inform them about new deals, sales and products.

Automate your social media

If you’re managing multiple social media accounts, you might want to consider automating some of your social media content. This can help you save time and keep up with your social media accounts without having to spend hours each day posting new content.

You can also use social media management tools, such as SlideSprout, Sprout Social or Hootsuite, to schedule your posts in advance and publish them on a specific day or time. These tools are also helpful for managing other aspects of your social media, such as monitoring comments and messages.

Once you're organised, there's no stopping you.
Once you’re organised, there’s no stopping you.


Getting your small business organised doesn’t have to be difficult. Implementing the right tools and strategies will help you save time and stress while also increasing efficiency. From creating a communication calendar to automating your social media, there are many different ways you can get your business more organised.

By implementing some of these tips, you can save time and energy and get more done each day in less time.

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