With everything going on in your work and home life, it can be hard to keep track of your business’s finances. Luckily, here at Designated Bookkeeper we’ve compiled a list of tasks that can be automated and make your work life easier by saving time and reducing stress.
- Invoices – Set up recurring invoices for regular clients.
- Bill Payments – Set up automatic payments for regular bills and subscriptions.
- Transfer Money Between Accounts – Set up automatic transfers to move funds between business and savings accounts.
- Payroll – Automate payroll processing, so employees get paid on time every time.
- Credit Card Payments – Automate credit card bill payments to avoid late fees.
- Expense Approval Workflows – Set up automatic approval for regular expenses to speed up decision-making.
- Recurring Subscriptions – Automate the tracking and renewal of subscriptions to avoid unexpected charges.
- Loan Payments – Set up automatic payments for business loans to ensure you’re always on time.
- Big Spend Alerts – Automate alerts for large transactions or unusual spending to keep an eye on your money.
- Tax Reminders – Set up automated reminders for upcoming tax deadlines and filing dates.
- Cash Flow Reviews – Set up reminders to regularly review your cash flow and budget, ensuring you stay on track.
- Recurring Expenses Review – Set up a reminder to review recurring expenses periodically, ensuring they’re still necessary and accurate.
Automation helps keep things organized, reduces errors, and gives you more time to focus on what really matters– whether that’s spending time with your loved ones or perfecting your golf game. Need help keeping an eye on the details of your finances? Consider working with Designated Bookkeeper! We’ll keep you organized and informed and ensure you have clarity in your numbers. Let’s chat!