Four ways accounting professionals can create extra time in their day
May 16, 2016

On any given day, an accountant or bookkeeper is meeting with current and prospective clients, analysing data, putting together reports and ensuring the firm is running smoothly, which in and of itself is a whole other laundry list of tasks. However, by implementing a few strategies and tools, accounting professionals can find the extra time they need to focus on items that deserve it most, such as helping clients, expanding their business and learning new skills.

1. Tighten up your emails.
A survey from Robert Half found chief financial officers believe 17 percent of the time they spend on email is wasted. Whether wastefulness occurs as a result of spam, excessive commenting or endless back-and-forths, it's time you don't have. Accountants and bookkeepers should practice sending short and succinct emails - hopefully, your colleagues will follow suit.

2. Become an expert in your management software.
The only way to get the most out of your management software is to know how to use it. You don't want to be calling the IT department with question after question. Instead, make use of your accounting software provider's resources. With that in mind, when you choose a software solution, check to make sure they have adequate resources for you to contact should you have any questions. Additionally, blogs, tutorials and online manuals about the product could assist you in getting the most out of your management software.

3. Practice the "one-touch" rule.
When it comes to paper, accountants and bookkeepers are swimming in it. From meeting notes to invoices, it's easy to get bogged down and lose track of what you intended to do. Rather than looking at a notice and putting it in one of the many stacks of paper on your desk, practice the "one-touch" rule. Once you touch a piece of paper, take action on it to prevent procrastination, explains Accounting Web. If you choose to pass on it, add a small dot in the corner. When you reach three dots, no excuses - it's time to act.

4. Keep all your tools in one place.
The tools needed to successfully manage and evolve your accounting or bookkeeping firm are numerous and varied. Accounting software, however, can help you improve efficiency by helping you manage clients, access data, utilize business tips and resources and handle administrative details. When your most important information is located in one place, your workspace and style benefits, opening up room for more strategic work.

To help organize the software and tools that accountants and bookkeepers use every day, there's Sage Impact. Sage Impact helps accounting professionals to better run their practice and serve their clients - saving them time, increasing their efficiency, and supporting them to grow their practice. Access to Sage Impact is also complimentary for accounting professionals, so be sure to sign up today and see how it can help you and your practice.

Nexus: G-WEBCD2