Staying Organized in Your Biz

Staying organized in your business is something that is difficult to do but also super important. I’m naturally very organized, so I instantly set up methods that will help me to keep track of everything related to Dash of Social®.

If reading this made you worried that you’re not as organized as you should be, no worries girlfriend – just follow these tips + tricks below and you’ll be good to go!

Keeping track of your finances is VERY important because you not only need to know which expenses you can write-off but also how much money you made to pay tax on. I have two methods for my finances. I use a Google Sheet and have a different tab for each month. I’ll log each revenue and expense as they come in and at the end of the month, I’ll calculate the difference between the two to see what my profit was. I also print out every single invoice and receipt, organize them in chronological order, and keep them in a file folder. This is efficient for when taxes roll around so that when my account (aka my older sister – she’s the BEST!) needs my income, it’s easily accessible.

I have three methods for keeping track of my tasks, which may seem insane, but it honestly has improved my productivity SO MUCH! First I use Asana by creating separate projects for each client, adding in my tasks for each client, and assigning due dates. Next, I also write the due dates in a planner that I have because even though I love going digital with my systems, I’m also a pen-and-paper kind of gal and like to physically see what I need to do right in front of me. Then, I use a Google Sheet and divide up my tasks for the day by the hour to help keep me on track and give me an idea of what I need to accomplish each day.

Client work
Kind of going off of what I mentioned above with Asana, I use Asana to keep track of my client work. This has done WONDERS for me. It’s so hard to keep track of everything, especially with six clients and more being added on. I’m a very visual person, so I have each client as a separate project so that everything is color-coded. I add in my tasks for each client as they come to mind because if I don’t do that right away, I’ll forget! Asana has seriously been a game-changer for me.

I’ve mentioned before that I would be lost without Google Drive in my business and it’s seriously so true! I use Google Drive for EVERYTHING – written blog posts, ideas for my weekly tips, possible webinar outlines, and more. I organize each client in a separate folder so I’m not looking all over my Drive for one file. I love that you can easily share files in Drive with people as well!

It may take a little while to completely organize everything in your biz, but it will be SO worth it and then it will become like second nature. How do you keep your business organized?


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