Have you truly
embraced the digital age? Today’s entrepreneurs can work from
anywhere in the world. With the advent of globalization, on-the-go consumerism, and increased
mobility an increase in remote working, virtual
employees and multiple offices is a new workplace reality.
With these changes,
the need for more effective and productive workflow practices becomes
essential. And the simplest way to transform and refresh your home, commercial,
or mobile office is to go paperless.
While
customer-facing activities (i.e., sales, marketing, etc.) may require paper,
your back office systems (i.e., operations, administration, etc.) will likely
need a digital upgrade. Back office operations are seldom prominent, but every
entrepreneur quickly learns that they are a major contributor to business (and
often a robust cost center).
By going paperless,
not only can you implement green initiatives, you can rid your office of
distracting clutter. So, whether you are passionate about the planet, or need a
more efficient back office, these tips will reduce the amount of paper used in
your office and associated costs.
1. Reduce postal mail clutter.
Opening, sorting,
and routing incoming mail is a time-consuming task. Wouldn’t it be nice to
receive mail online and open it anywhere, anytime? A virtual mailroom can act
as a remotely managed mailroom, document center, payment processor, and more.
Save time and money by using comprehensive online mail management solutions,
like Digital Postal Mail or Earth Class Mail, to receive postal
mail online.
2. Take notes online.
You (or
administrative support staff) are likely to spend a lot of time answering
telephones, directing calls and taking messages. Most of those messages end up
on note pads or random sticky notes. Instead, encourage your team to take notes
from their browser. Online note sharing software empowers employees to share
and collaborate with others in real-time and best of all — you can reach their
notes from anywhere. Online sticky note web apps like listthings and Notely make it easy to
capture quick ideas and messages.
3. Throw out that old facsimile machine.
When you’re on the
go you don’t always have time to find a fax machine. As Tom Foremski explains:
“they were huge in the 1970s and 1980s and still vital in the early 1990s, but
the Internet, email and instant messaging has downgraded fax
machines to slow, bulky, low-quality copy machines.” Instead, send and receive
faxes by email from any mobile device or computer using online services like eFax, MyFax or HelloFax. Meanwhile, the
next time you receive an eFax, sign PDF documents online using DocuSign or FillAnyPDF and a Wacom Bamboo Pad.
4. Reduce printing of multiple handouts.
When you brainstorm
with your team it is not uncommon to print several copies to handout and
review. Instead, manage documents and improve collaboration with Google Docs. With online
document management tools you can create and share your work online and access
your documents (spreadsheets, presentations, surveys, and more) from anywhere.
5. Replace day planners and desk calendars.
When you’re on the
go — travel light. When you’re in the office, replace your desk calendar with
an online calendar. Instead of lugging around bulky day planners, apps like ToDoist (a free to-do list
and task manager) and Google
Calendar (a free online calendar) can help you manage work schedules and calendars;
and arrange appointments from your tablet with ease.
6. Get rid of shoe boxes full of
receipts.
Do you keep business
expense receipts in a shoe box? If so, it’s time to do yourself (and your
accountant) a favor and embrace the cloud. Turn piles of business expense
receipts into organized and actionable data using Expensify, Shoeboxed or Neat Receipts. With organized
receipts you can transform bookkeeping tasks and tax time into a hassle-free
affair.
7. Embrace online banking and accounting.
Are your bookkeeping
ledgers filed away in dusty boxes? Are paper bank statements piling up by the
minute? If so, consider migrating basic bookkeeping and banking transactions
online. These days, most commercial banks offer online business banking. Meanwhile,
cloud accounting software like Kashoo, FreeAgent, Sage One, and others can
help you work smarter and faster.
8. No more binders please.
Are you a binder
addict? If so, you may want to consider an easier way of storing company
manuals, procedures, files and more. Increase overall productivity and
collaboration by deploying an intranet. You may think that intranets are for
large corporations, but the reality is this: every small business could use an
intranet. Intranet software providers like Bloomfire or Axero offer turn-key
solutions. An intranet can centralize company documents, instructions, contact
lists, policies and procedures – all in one place. Most importantly, by using a
small business intranet you can ensure information is up-to-date.
9. Trash paper file archives.
Create a digital
filing system and free up more room in your office. Scan files using apps like CamScanner or desktop scanners
(e.g., NeatConnect) to scan directly
to email and cloud services wirelessly.
10. Leverage interoffice email.
Whenever possible,
sending an email will reduce a significant amount of paper usage. As Gaiam Life
writer E.C. LaMeaux explains, “You can discourage making paper “hard copies” by
reminding employees they can always save their documents on the hard drive of
their computer or to a computer disc.”
Thanks for bringing this info know to others, these are the tips that accountants and paperless bookkeeping need to earn in another way.
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