Technology is a wonderful thing! There are many software packages and websites out there that can help you to organise your finances, your paperwork, and other aspects of your business – here are a few that have caught our attention:
myprosperity looks like a website that can help you track your budget, investments, assets, and other financial details. As a user, you can give access to your details to your financial planner, your accountant, or anyone who is working with you on your financial future.
Have a look at this website if you’re interested in tracking workflow of a group of people. It can do lead management, which can be handy if you’re trying to get an idea of who is doing what, and you can track the times of year when you have the most business. It can do invoicing, purchasing, and task allocation/timesheeting.
A paperwork app – this stores templates for forms and documents which can be quickly customized, sent, stored and tracked. It can manage e-signatures, which is a bonus if you’re sending out large amounts of contracts or quotes that need to be signed.