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philosophy quick tips Work strategies

Filing is boring

There’s just no getting around it. Filing is boring. Which is why it piles up into mammoth unmanageable heaps and unsteady piles and threatens to take over your office.

Paperless is best where you can, but somethings you just can’t. Phone bills, utility bills, in some places those can be delivered electronically, but mostly they still come by mail.

When you must, you need a system. A nice low key system that doesn’t make you crazy.

Today I did nuisance filing dating back to October. A little embarrassing for someone who’s life work is helping people get organized, but I’m as human as the next non-filer. But I did it this morning in 45 minutes.

I have a file folder that sits on top of the filing cabinet. It gets all the bills as they’re paid, and other things like insurance statements and (rapidly dwindling) investment statements, none of which need to have anything done to them, but I do want to have them available if I need them.

When the folder inevitably gets full, I put ‘filing’ on the schedule, pick a time when I have the office to myself, crank up the music. Then I sort everything in to piles all over every flat surface. A very few things get put into chronological order. Everything else I assume I can sort them on the very off chance that I actually need one.

There’s always a few things that don’t yet have a home. I save those for last. I either decide they should go somewhere loosely related related or I pull out a nice new colored folder and make a brand new one. I try very hard to never let myself put anything back into that folder once I’m sorting. Really I do.

Poof. Six months worth of annoying paperwork done in 45 minutes.

Categories
philosophy Virtual Assisting

Virtual Assistants, what we are and what we aren’t.

I love my job, but here in my local area the title ‘Virtual Assistant’ draws a lot of blank looks. So here are a few highlights.

Virtual Assistants are a growing niche of service providers. The definition I like is:

A Virtual Assistant, (VA), is an independent entrepreneur who provides administrative, creative, and/or technical services virtually from a home office on a contractual basis.

If you’re thinking that’s a pretty broad definition, you’re right.

What we are:

Independent contractors. We handle our own overhead. We make our own decisions. We are professionals who work in partnership with other business professionals.

Skilled professionals. A good VA will have at least 5 years of corporate brick and mortar experience before she strikes out on her own. She’ll have a good handle on all the basic administrative tasks, and will probably have specialized knowledge in some area like bookkeeping, document generation, or even marketing that she builds her client roster around.

Individuals. If we’re going to be working together, please take the time to be sure we’re a good fit just as you would hiring a permanent executive assistant in house. Perfect skills aren’t going to help if there’s constant miscommunication due to different work styles.

Virtual. Meaning that we have our own offices that we work from. You don’t have to find a place to put us in your home office.

Team players. How well your business does matters to us. We want to play an integral part in helping you succeed. Its about building relationships with our clients and getting an in depth understanding of how we can help you.

What we are not.

Lackeys. We’re seasoned professionals who make a living handling projects for other businesses. If you need absolute control over a project or change your mind constantly, then a Virtual Assistant is not going to be the right choice for you.

Employees. This means we handle our own overhead, but it also means that we’re professionals running a business. We’re not always going to be able to handle last minute emergencies. We’re not always going to be immediately available by phone. We’re not usually going to be willing to work in your office.

One size fits all. It is very important to find a VA who has both the right experience and the right personality to work with you and your business. We have a huge variety of skills, and often we specialize in the things we do best, even though we’re qualified to do other things. If you need a book keeper and a copy writer, look around. You may find the perfect fit in one assistant. You may find a copy writer you love who doesn’t have the book keeping skills you need. Keep the copy writer and hire a different VA to handle your book keeping. By figuring out the specialties you need, you can get more for your money.

I’m sure you can find an exception for each and every one of those points, but they’ll get you started if you’re thinking about adding a Virtual Assistant to your team.

I think once you do you’ll wonder why you waited so long.

Categories
philosophy quick tips

How’s your website?

This is 2009. If you don’t have a website for your business, you’re missing a lot of opportunities. If any part of your target market is under 40, chances are when the need a good or service they’re going to head to the web and Google up their need and see what comes up. Personally, I only use the Yellow Pages when I need to double check the address or phone number. For new things, like a business insurance provider, or the right carpet cleaner, I’m going to check the web. (Well, yes, as a business owner, I’ll also check with my network, but I’m still going to want a website to confirm a recommendation.)

It’s the cutting edge. There will never be fewer people online than there are right now.

Are you using the full capabilities of the web? A web designer of my close acquaintance likes to say “Putting your brochure on your webpage is like putting your radio ad on television.” The web has an amazing capacity for interactivity that a lot of businesses are missing out on.

Do you have a blog that connects to your site? Are you establishing yourself as a subject matter expert? If you provide a ‘soft’ service like consulting, you should. If you provide a ‘concrete’ service like carpet cleaning or plumbing you may not need one, but you should definitely provide some tips on how to choose a provider in your field (which oh-by-the-way proves that you’re the best choice).

Does your service lend itself to a forum? If you offer any kind of service that lends itself to a community of regular members, it could be the value added that launches you to the top of the Google rankings and increases your word of mouth.  Offer your clients a members-only forum where they can discuss things with each other as well as with you. Some kinds of information can be sensitive, like budgeting or financial advice, but with the current internet security capacity, there’s no reason anyone but you the site owner ever needs to know who they really are. Use the anonymity offered by the internet to your advantage and the advantage of your clients.

Is your content up to date? A website isn’t something you can slap up and ignore. People want to know the content is fresh and the site isn’t a place holder for a business that went under last year. Add a thought for the week, a seasonal special, and make sure that the copyright dates are current. Show that you’re an active presence. If you have a blog, post regularly, or post about that vacation you’re taking for 3 weeks and all the things you’ll have to share when you get back. Be current and be present.

And of course, your website should connect your other social media endeavors. but that’s a topic for another day.

Categories
philosophy quick tips

The Power of Post-its.

In this day and age I believe I’m supposed to encourage everyone to take all their notes in their Blackberry and save time and create efficiency by storing all notes and data electronically.

Except if I did that I’d be a complete hypocrite. I am an unrepentant note taker.

Taking notes on the computer doesn’t do it for me. It doesn’t set the information in my brain the right way. That’s not the first place I’m going to look for that phone message I took Thursday. To me it actually seems more cumbersome than just picking up a pen.

And you know what? Thats OK. Because being efficient isn’t always about using the latest and greatest technology. Sometimes is just about having a system that actually works without too much redundancy. A great system you won’t actually use is pointless.

I have 3 kinds of notes. Notes I pass back and forth with customers are all emails and are therefore filed under said customer. I have 2 small note pads I keep by my keyboard in 2 different colors. Quick work notes and personal schedule items on one color, household items on another. No confusion. And then there are my post-its.

These are one of the greatest inventions EVER. All sizes, all shapes, all colors, I have a post-it for every purpose. Need to add a note to a paper file? Put it on a post-it and stick it to the file folder, it will not fall out. Need to note the directions or phone number of a new prospect? Stick it on a post-it and stick it to the prospect note book. Leaving a note for someone who isn’t in the office yet? A nice neon color stuck to their computer monitor is likely to get their attention when they arrive, and yet not leave tape residue on the computer. Absolutely must not forget an item of paperwork before a meeting? Leave yourself a post-it on the door-going-out. That little sticky-but-not-too-sticky strip makes these little guys versatile yet dependable in most circumstances.

The simple, low tech tools can still be really valuable.

Categories
philosophy quick tips

Choosing a new accountant.

This year we decided that it was necessary to find a new accountant who could do our extremely simple (s-corp, 2 schedule k’s, no property) taxes for less than the national debt.

In the past, this task has been very daunting. Sort through the phone book, read websites…but what do those really tell you.

Now that I’m hooked in to the local business community I’ve learned how to make those connections benefit more than just my client list. I called 3 of my favorite well connected people and said “Do you have an accountant you can really recommend?” and of course they all answered “Absolutely!”

The next step is to make calls. What kind of response do I get from the front desk? Do they answer their own phone? If I leave a message, how long does it take to get a call back? Once you get a chance to chat, do they sound grounded? Do they get your personal brand of humor? Are they willing to invest some time in chatting to win you over?

Next step is an office visit with the one you like best so far. How big and fancy is the space? What are the business’s aspirations? Do they want to be huge? Expensive real estate? Nothing wrong with that, but it might not be the best choice for a small business. Do they spend a lot of time detailing their rates? (Free advice. You do not want an accountant you aren’t willing to call with a quick question because the fee is too high. Been there, done that. Ask straight out what they charge for quick questions.) How long have they been in business. Do they take the opportunity to skim through the copy of last years paperwork that you brought? Do they ask sensible questions? Are they rushing you?

Do they have a good vibe? Do you have anything in common? Because seriously, if someone is going to be rifling through your financial dirty laundry basket, you should pick someone you’re comfortable with.

We had great results. We had a meeting. Turns out our first interview had a very interesting background in a small business himself, and he shares our taste in tv. We had plenty to talk about, he was comfortable in chatting, and he found me amusing, which always improves my business relationships.

Once we decided we like him we handed over the 2007 paperwork we’d brought along for copying and shook hands.

I’m delighted. And since I don’t believe in procrastinating, we’ll be handing over the paperwork as soon as the rest of the documentation comes in the mail. Should see a refund by March.

I have plans for it!

Categories
philosophy

Procrastination

Should be a word that one doesn’t use in public.

Its a lot like drug use.

It causes a lot of wasted time, it can take a serious toll on your health, it wastes tons of money, and it lulls you into thinking things are fine when they are most definitely not.

Just say NO!

Right now I’m willing to guess that most of you are current procrastinating on dealing with all your end of year paperwork. Why is that.

Is the government going to magically decide that the paperwork is no longer required? Are you magically going to have ‘more time’  next month, or the month after?

Unlikely. In truth all procrastinating is going to do is waste your emotional energy pretending it isn’t hanging over your head like a cartoon piano just waiting to fall. Its going to require you to fit a months worth of taking your time and doing it right into 10 days of rushing, doing a half-a$$ed job and swearing. Its going to cause you to spend extra money as your accountant has to fix all the mistakes you made from rushing.

In a really special year you’ll misplace some piece of really critical documentation through leaving it on your desk ignoring it.

What, exactly does this gain you?

Categories
philosophy

Not optional.

When we work for ourselves  there can be a temptation to maximize every possible work opportunity. And financially this may be a good thing most of the time.

Unfortunately, many entrepreneurs forget the importance of balance, a life after work, and the need for intellectual down time.

I love my job most days, which makes me more fortunate than most. I generally like my clients and the work I do. But I never forget why I do what I do. That is to allow me to live my life on my own terms and to get the most possible out of if. You can’t do that if you allow yourself to be permanently chained to your computer, no matter how beautiful the view. Real, actual downtime is critical to enjoying the rest of your job.

In our house we enjoy the winter holidays. Personally I’m all about twinkly multicolored lights, snow I don’t have to drive in, and a universally accepted excuse to eat with abandon things I usually shun. So one of our permanent, long standing holiday traditions is to close the office, check email only once or twice in a week (or, you know, maybe once a day but don’t tell anyone) and cast off our servitude to the business phones.

With proper advance planning there are very few businesses where a vacation isn’t easily arranged. If you’re Brian Harris and run a heating and air conditioning repair service its likely that an extended winter holiday vacation may not work so well as heat is a critical function, but there’s always June and September, before a/c and after heat on the seasonal calendar.

Personally I’ll be back in January all the better for a week or so of sybaritic abandon.