The Business Bookkeeping Specialists
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Blogs

8 end-of-day habits that make your mornings better

If you’re an ‘evening’ person, these habits might just work for you. And if you’re a ‘morning’ person, then these habits might just super-charge your life!

1.      Write down tomorrow’s 3:3:3 plan – 3 hours on your most important project, 3 shorter tasks, 3 maintenance activities.

2.      End the workday with a shutdown ritual – e.g. close your laptop, plug in the charger, spend 2 minutes tidying your desk.  Then say “shutdown”.

3.      Journal 1 beautiful life moment – e.g. yummy lunch, presentation you crushed, joyful moment.

4.      Lay out clothes – get your exercise clothes ready for tomorrow.  It will activate your mind + body.

5.      Pack healthy snacks – ready for those hangry moments.

6.      Charge your phone out of reach – your morning alarm will get you out of bed and off to a great start.

7.      Give your mind an overnight task – upon closing your eyes ask your mind to solve a problem e.g. How might I make an extra $1k each month?

8.      Review your goals – remind yourself regularly to create success

And if you have trouble with your current business systems, reach out, we are happy to spend an hour discussing your issues and answering anything we can for free. If more is needed, we only charge by the hour and can do as little or as much as you require.

We love to help business owners stay stress free.

Your Business Bestie ~ Kathy

Kathy KelliherComment
What are our 5 Essential Bookkeeping Steps for Mid-Year Success???

As we reach the midpoint of the financial year, it is a good idea to look at your bookkeeping practices and make sure they are on track.  Here are five important steps to follow:

  1. Reconcile Accounts - Regularly reconcile your bank and credit card statements.  This helps identify discrepancies early and ensures your financial statements are up to date and accurate.

  2. Review and Organise Transactions - Go through your transaction records to check you have categorised expenses and income properly.  Organising these records will streamline the process for year-end reporting.

  3. Update Financial Reports - Generate mid-year financial reports, including profit and loss statements and cash flow statements.  These will provide insights into your business’s financial health and help inform future decisions.

  4. Assess Tax Obligations - Review your tax situation and any potential liabilities.  Understanding your mid-year tax obligations can help avoid surprises at year-end and allow for strategic planning.

  5. Evaluate Financial Controls - Assess your current bookkeeping processes and controls for efficiency and accuracy.  Look for areas of improvement, such as automating repetitive tasks or implementing new software.

By taking these steps, you can maintain accurate records and set your business up for success as you head into the second half of the financial year. 

We can help you with any of the above tasks.  Let us help to take the load off.  Call 0275347569 or www.omsolutions.co.nz/booking to make an appointment to discuss your bookkeeping worries.

Your Business Bestie - Kathy

Kathy KelliherComment