171: Maximize Your Success With Routines Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner
171: Maximize Your Success With Routines Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed
When you want to be successful, you need to make sure you are taking advantage of every minute of your day. Some people make their success seem so simple. Most successful entrepreneurs follow a routine that they know they can stick to on a consistent basis to get the results they ultimately want to achieve in life and in their business. In today’s podcast episode, I am covering some of the highly effective business routines that will keep you on task and ensure you are able to spend your days being as efficient as possible while enjoying your ultimate work-life balance. Everybody views success differently, and this is true as far as your schedule goes as well. Your schedule and routines will vary from other business owners, and that is alright. Not only am I going to touch on morning and evening routines, but you will gain insight into how you can focus your time to manage your daily, weekly, monthly, and yearly business routines as well. Routines are important to put in place, and it doesn’t matter whether you are starting a business or side hustle, you’re a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper or accountant, a virtual assistant or VA, or other professional; it is never too late to start or improve your business routines. These routines will work for you whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances or if you are doing your bookkeeping manually with an Excel spreadsheet or even a Google Document. Listen in and make sure you are aware of these highly effective routines successful entrepreneurs use to reach their success…
Find out how you can work with me by either scheduling a free consultation or signing up for the BALANCE Life Coaching program, where you can get private one-on-one coaching every week. Find out where you’d like to see yourself and your business in the future. We’ll create a laser-focused plan, including which action steps you need to take to get started on the path to success:
Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here:
Ready to set up your business? I have a program I’m creating to help you get your business set up so that you can start making money. Sign up for this program here:
Are you ready to try coaching? Schedule an Introductory Coaching Session today. You’ll have the opportunity to dip your toes in and see how you like coaching with an Introductory Coaching Session. I’ll spend the whole time coaching you on anything you’d like coaching on in your business or your personal life:
Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for. Are you ready to generate revenues and increase the profit in your business:
If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here:
Grab Your FREE guide: 5 Essential Strategies For Stress-Free Bookkeeping:
Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You:
Join Our Facebook Community:
The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration! You can learn more and sign up here:
Looking for a payroll solution for your business? You can get an exclusive 15% discount on your payroll services when you sign up here:
QuickBooks Online - Save 30% Your First 6 Months:
Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you:
Show Notes:
When you want to be successful, you need to make sure you are taking advantage of every minute of your day. Some people make their success seem so simple. Most successful entrepreneurs follow a routine that they know they can stick to on a consistent basis to get the results they ultimately want to achieve in life and in their business. In today’s podcast episode, I am covering some of the highly effective business routines that will keep you on task and ensure you are able to spend your days being as efficient as possible while enjoying your ultimate work-life balance. Everybody views success differently, and this is true as far as your schedule goes as well. Your schedule and routines will vary from other business owners, and that is alright. Not only am I going to touch on morning and evening routines, but you will gain insight into how you can focus your time to manage your daily, weekly, monthly, and yearly business routines as well. Routines are important to put in place, and it doesn’t matter whether you are starting a business or side hustle, you’re a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper or accountant, a virtual assistant or VA, or other professional; it is never too late to start or improve your business routines. These routines will work for you whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances or if you are doing your bookkeeping manually with an Excel spreadsheet or even a Google Document. Listen in and make sure you are aware of these highly effective routines successful entrepreneurs use to reach their success…
Welcome Back… Whether it is fitness, health, or other important aspects of your life, a big part of your success is not only having a routine but being able to stick to your routine as well. You don’t want to create a routine that is so strict that you find yourself overwhelmed, unhappy, and decide to quit on it altogether. You also don’t want to have a routine that just doesn’t fit into your lifestyle. Working from dawn to dusk might not be the best fit for you if you have a young family waiting for you at home each day. So, how do you find a balance that you know will fit your work-life balance, as well as get all your work done throughout the day without causing you to be overworked and stressed? I’m not going to sugarcoat things here, it is going to take some effort on your part, and everyone’s routines and schedules will take on different forms, but all in all, if you set aside some time to start working on your routines and tweak them if needed, you should be able to find a routine that works for you by complementing your work-life balance.
We’re going to start off with how you begin and end your day. This is a bit more personal but just as important as your business or workday routines. You’ve probably heard about successful entrepreneurs and how they start and end their days. Much of their success can be related back to how well they stick to their routines. Most successful entrepreneurs will wake up plenty early to ensure they have enough time to meditate, exercise, eat breakfast, read, and journal so that they are in the best shape to start to tackle their day. They also end their day by planning top tasks for the next day, emptying their inbox, and clearing their desk so that they are ready to start the next day out right. They also do an assessment of their day, spend time with family, and unplug before they go to bed. Once you have these routines down, it’s time to move on to your workday routines.
I want you to think about how much time you will have for each workday. Will you have the same schedule or routine for each day of the week, or will it differ from day to day? Will you have a different schedule for the weekends? I want you to take some time here and figure out what you’d like to have your ideal workday look like. Once you have a rough idea of how many hours each day you will be working in your business, you will be able to start sectioning off times for different tasks. Make sure you are comfortable with the work-life balance you are creating here, and know that these schedules may need to change as different events in your life take place.
Let’s start tackling the workday routines. Whenever you can set up a routine, you’ll find that the work you need to do gets easier to do, and it will actually take you less time to get it done. Start by creating a list of tasks that you need to do for your business. You can also add how often they need to be done, such as daily, weekly, monthly, or yearly. You’ll find that many of the tasks you need to do for your bookkeeping and your business finances are easy to incorporate into a routine. Once you have this list of tasks that you know you need to get done, it’s time to start creating a schedule and applying your routines. Whenever possible, try to batch your work so that you are able to spend a good amount of time working on similar projects so that you don’t find yourself wasting time by jumping around on multiple projects that are not related. This is called batching, and when you do this effectively, you can save a considerable amount of time. You may find that it is best to schedule blocks of time to work on your business and other times to work on your business as well. Scheduling a specific time to return calls and emails is another great way to block your time so that you can get work done more efficiently.
When you have all your tasks ready to plug into your schedule, setting up routines for you to do these tasks on a consistent basis will be important. I have found that many of the project management software solutions work well for this. Once you set up your project management solution, you can set each of your tasks to recur on a daily, weekly, monthly, or yearly basis. This can really take a lot off your mind so that you are not consistently feeling like you need to remember every single task that has to be done in your business. This can cause a lot of stress, so take my advice on this and do a brain dump to get out as many of those reminders that you have in your head and schedule them so that you can start relying on your schedule and routines to make sure you are taking care of all of these tasks. I personally use a software called Asana. There is a free version, and it seems to work really well for many of my clients as well. By setting up reminders, you will also make sure you are meeting deadlines for things that you may not easily remember to do. There are many quarterly and yearly tasks that can easily be forgotten if you don’t have reminders set.
By utilizing a project management software or even a Google calendar, you can start plugging in the tasks that need to be done and take a look at how your days, weeks, months, and years are starting to look. Let’s say that on a weekly basis, you are not only running your business, but you also need to pay your bills, send out invoices to your customers, and make your bank deposits. By creating a routine of when you will start doing these tasks and leaving them on your project management list until they are completed, you are sure to get these done. When you follow your routine, you will find out if it is working out for you or if you need to tweak it a bit so that things will flow more smoothly. Remember that your routines are fluid, and they will change with the demands in your life. You may even find that there is no way that you can handle all the tasks efficiently. This would be a good time to decide where you need additional help and start looking for someone proactively rather than waiting until you are too far behind to even have time to find help. The main goal is to set your routines and follow them as closely as possible so that you are working as efficiently as possible and everything is getting done without a lot of additional stress.
I’d also like to make sure that you are planning breaks within your workday. By taking breaks, you will allow yourself time to rest and recharge so that you are ready to take on the remainder of your day. By scheduling your breaks and making them routine, you will find yourself enjoying the time away from work and may even find yourself working harder so that you can take that break.
One last thing. Don’t multitask. I know it seems like when you are multitasking, you are getting more done, but in reality, most times, you are only getting multiple things done in a longer period of time, and most likely, they are not done as well as they could have been done if you focused all of your efforts on each task one at a time. You’ve probably had a time when you are working hard on something, and you have a visitor who calls or stops in your office and talks to you for a bit. After they leave, can you honestly say that you heard everything that they said or even worked as well as you could have on the task at hand if you didn’t have any interruptions? I thought so. Focus your work on one task at a time and do a good job at it, then move on to the next task. You’ll also find you will have less stress from feeling like you need to do so many things at one time.
Imagine having a system in place where you spend less time buried in paperwork and more time doing what you love. That’s where I help my clients. They are able to have proper processes in place, understand why they are following through with these processes, and they have more peace of mind when it comes to their business. Striking a balance between the demands of running a business and maintaining a fulfilling personal life is an art; it’s about creating an environment where you can thrive and support your lifestyle. By being proactive and setting up efficient processes, you can ensure a smoother, more enjoyable year-end, and you’ll be prepared to file any necessary filings with the IRS. By working with me, you’ll change more than just your bookkeeping processes. Like many of the clients I’ve worked with, you’ll go from not knowing how to get through all the stressful situations or being unprepared to being totally in control of exactly what you are choosing to get done at the time you want to have it accomplished by, all while knowing you are doing enough and you’re able to enjoy your business and your personal life. I help clients just like you with strategy, mentorship, and coaching. When you work with me, you’ll show up much more differently than you do today, and, after all, this is what you ultimately want in your life, right? You can be stress-free in both your professional and personal life. Come join me. When I work with clients throughout the year, they are able to reduce their stress and overwhelm, understand how to master their small business finances, develop solutions to grow their bottom line, and create a work-life balance they truly enjoy. I encourage you to take the next step by signing up for a free consultation where I’m going to teach you the first step in my process so that you can eliminate stress, overwhelm, or overworking in your professional or personal life while you continue to get done what matters so that you can live your life with joy, purpose and a more fulfilled life. Feel free to reach out to me with any questions you have; I’d love to help you on this journey. You can schedule your free consultation or sign up for a coaching session today at www.FinancialAdventure.com. As a Certified Public Accountant and Certified Life Coach, I can help you set goals and develop a plan that will allow you to lead a happier and more sustainable life in your business, career, or your personal life. I’m here to guide you through the financial aspects of your business as well as help you focus on the strategies you need to follow to reach the success you want to achieve in your professional or personal life and stay committed so that you can continue to keep pushing forward and relieve the stress, anxiety, or overwhelm you are currently feeling. Having an accountant and certified life coach like me can provide you with valuable insights and ideas to help you simplify your life, which enables you to go back to enjoying your professional and personal life. I work with business owners, accountants, and other financial professionals to create the actionable steps they need to take to ultimately achieve their goals while getting relief from the stress and overwhelm they feel from the pressure of owning a business, deadlines, and the workload they face every day. If you are struggling with this as well and would like some help developing a solution, help strengthen and maintain your emotional health, increase your well-being, create a more positive, happy, and joyful life, set and achieve your goals, and manage your relationships, I’d love for you to join me in my Balance Life Coaching program so that you can live a more purposeful life. Each week, we meet privately one-on-one, and you get to bring whatever is on your mind on any given week. I also have a daily coaching program where you can talk to me whenever it works best for you, 24/7, any day of the week. In either program, you get to work on your highest priority, whatever you want more of in your life, or if there is something that is weighing on you heavily that you need coaching on, and we’ll work through it together. Having a certified life coach like me helping you through all of this allows you to feel so seen and cared for, and the results are amazing. Everyone benefits when they work with a certified life coach. After every session, you feel energized, and you know exactly what to do for the day or week to come, and relief knowing we will meet again to go over anything that comes up after your session. You’ll gain self-awareness while you take each step toward your goals. The investment in either of these programs is an easy yes for you. I’ve set these programs up in the most supportive way. If you are ready to join the Balance Life Coaching program, you can go to www.FinancialAdventure.com and click on the work with me button. You’ll see the link to join as well as additional information about the programs. Sign up now. There are limited spots available for these programs due to the one-on-one aspect, and they do sell out. If the payment link is gone, you can get on my waitlist to join the programs when additional spots are available. I help people get results and live a more joyful life. I coach everybody on everything. I know there is something you want in your life, and I can help you get it. I know this is something you’ve been waiting for. I’ve been asked by many of my listeners to create these exact programs. The faster you get access to the program, the quicker you’ll see the possibilities available to you. I also have a risk-free guarantee. I believe so strongly that everyone benefits from coaching that when you sign up for the Balance Life Coaching program today, if for any reason you are not satisfied with your first session, you can send us an email, and we’ll refund you immediately. Are you ready to enjoy your life now? Why would you want to wait? Make this investment for yourself. Take the journey with me…make it happen for yourself. Ask yourself why you need this program in your life right now. Are you ready to make bigger, bolder, stronger life goals? I’m looking forward to meeting with you soon and digging deeper to see where you currently are in your business or career and start creating actionable steps so that you can reach your vision and goals for the future, not only in your business or career but also in your personal life. I’m ready to work with you, see all of your successes, and watch you thrive in your business or career while creating your best work-life balance. I’ll post links to this and other valuable resources for business owners and accountants where you are listening to this podcast.
And, you know I’m going to ask…what’s at least one thing you will take away from this episode that will help your business succeed and grow your bottom line? If you need some accountability, join our PRIVATE Facebook community and post your action item, we’d love to support you.
