🎉 Our Best Decision in Year One 🎉 As we look back on our first year, one decision stands out in our journey – the decision to hire an accountant/admin. As simple as that. 🔍 The Dilemma In the early days of Cric, like many small companies, we were juggling multiple roles. As founders, our days were packed with tasks, from strategic planning to hands-on project management. One of the most time-consuming and complex tasks? Managing our finances. 🚀 The Result: What a difference! With an expert handling our finances/admin stuffs, we got back precious hours. Time we used to grow the business, connect with clients, and focus on what we do best. 📈 The Impact: It wasn't just about managing numbers. It was a strategic move for growth. We learned a valuable lesson - sometimes, the best thing you can do for your business is to delegate. #BusinessGrowth #SmartDecisions #YearInReview #Criclabs
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Bookkeeper | Streamlining Financial Processes | Empowering Small Businesses with Precise and Efficient Accounting
🚶♀️ Starting my LinkedIn journey was far from easy. I’m not a storyteller; writing has never been my strong suit. I can hold senseless and meaningful conversations, and while I might be good company, putting myself out there was a different challenge altogether. But when Vivienne Osaka challenged me to start posting, I felt lost and confused. What could I possibly say? After all, I’m just a finance enthusiast, accountant, and financial analyst—someone who thrives behind the scenes, crunching numbers, generating reports, and crafting financial strategies. Three months in, and I still feel vulnerable and exposed every time I post. It often feels like I’m stepping out of my comfort zone, and doing something I shouldn’t be doing. Yet, despite these doubts, there’s been growth. My impressions have increased, and while the likes and comments might not always be promising, I’ve learned a lot. More importantly, I’m no longer afraid to engage with others and slowly, I’m letting go of the fear of what others might think or say. Some days, I feel like giving up on LinkedIn, but I’m not a quitter. I took on this challenge, and I’m committed to seeing it through. And through it all, one thing has remained constant: my passion for handling finances. I may not be a storyteller, but I am a badass when it comes to working magic with numbers. Hello, I'm Joy Gitonga, your trusted partner in financial planning and bookkeeping. #Bookkeeping #VirtualBookkeeping #Finance #VirtualAccountant #SmallBusiness #TaxPreparation #FinancialServices #BusinessGrowth #CloudAccounting #SmallBusinessOwners #bookkeeper #bookkeepinghelp #businesssuccess #outsourcing #bookkeepingsoftware #accountingsoftware #remotebookkeeper #remotebookkeeeping
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🔥 From Chaos to Clarity: Unleash the Power of Organization in Your Small Business Year-End Process - Part II 🔥 Are year-end processes leaving you feeling overwhelmed? Don't worry, help is here! 💪✨ Technology is our secret weapon for streamlining operations and achieving exceptional organization in today's digital age. 🚀💼 📊 Utilizing Technology for Organization in Year-End Processes With the right accounting software and project management tools, you can effortlessly handle financial and operational documents, making your life a breeze. 💻💼 🗓️ Setting Goals and Creating a Timeline for Year-End Tasks Setting clear goals and creating a timeline allows you to stay on track and ensure that nothing falls through the cracks. 🎯⏰ 🤝 Delegating Responsibilities and Creating a Team Two heads are better than one, and a team is better than a solo act. Delegate responsibilities and create a passionate, dedicated team of individuals who can help you easily conquer your year-end tasks. 🙌👥 In conclusion, an organized year-end process is the secret condiment to a successful small business. By leveraging technology, setting goals, delegating responsibilities, and creating a dream team, you'll transform chaos into clarity and usher in a new era of productivity. 🌟✨ Ready to revolutionize your year-end process? Please drop a comment below, and let's start the journey together! 🚀💼 #SmallBusinessTips #YearEndProcess #DigitalTransformation #SmartBusiness
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7 Ways to Escape the Long Hours in Finance and Accounting 📉 Tired of burning the midnight oil in finance and accounting? Here are some cheeky (but effective!) ways to cut down those hours and get back to living your best life: 1. Streamline Processes with Automation 🤖 Let robots do the boring stuff! Automate those mind-numbing tasks like data entry and invoicing. More time for coffee breaks and meme browsing! 2. Improve Time Management Skills ⏳ Master the art of time management. Prioritize like a pro, block out distractions, and maybe even use project management software. Pro tip: Netflix doesn't count as "project management." 3. Leverage Technology and Software 📈💻 Use the latest FP&A and/or accounting software to save time. If it feels like magic, you're doing it right. Just remember, Excel is your friend, not your frenemy. 4. Encourage Work-Life Balance Initiatives 🏖️💼 Preach work-life balance. Take those breaks, use that vacation time, and avoid living in the office. Your couch and Netflix subscription will thank you. 5. Delegate and Outsource When Possible 🗂️👥 Pass the buck (legally, of course). Delegate tasks to your team and outsource what you can. Less work for you, more time for cat videos. 6. Continuous Professional Development 📚🎓 Level up your skills. Attend workshops, get certifications, and become the office guru. The better you are, the faster you work, the more naps you can sneak in. 7. Regular Review and Optimization of Workflows 🔄📋 Constantly tweak your processes. If there's a faster way to do something, find it. Efficiency is key—because the only crunch time you should experience involves snacks. By embracing these strategies, you can say goodbye to late nights at the office and hello to a life of leisure and laughs (snacks not included). 🌟 #Finance #Accounting #WorkLifeBalance #Productivity #Automation #TimeManagement #ProfessionalDevelopment #WorkplaceWellness #FunAtWork
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⏱️ Spend less time answering client queries about project timelines and more time focusing on your work. With TaxProWorld, you can enjoy real-time updates and transparent communication, making project management a breeze. Try it today! #TaxProWorld #TransparentCommunication
Say Goodbye to Endless Q&A Sessions and Hello to Seamless Communication
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'We always seem to struggle getting our first few invoices paid when we sign a new client'. A quote from a client I've recently started working with. So one of the first things we did was to look at their onboarding process when it came to finance, and it turns out...there was no process. They'd basically winged it so far. Fast forward a few weeks and they've now put in place: ⚫️ A process document talking through the whole process of onboarding a new client in relation to finance & accounts. ⚫️ A project template on their Project Management system for onboarding, with a defined set of tasks that need to be ticked off for EVERY new client. ⚫️ A single champion for managing onboarding in the agency - meaning that a single person is now responsible for making sure clients are set up in the correct way every time. They've already seen much better results with a couple of their newest clients...with 1 even commenting about how 'slick' their process is. And the agency owners have one less area to worry about! #marketingagencies #clientonboarding #processimprovement
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No matter what your role is in the finance team, here is a quick list of skills that can help you progress in your current position. I always look for progression in CVs. #FP&A #Finance #softskills #datarails
Hard skills get you hired in finance. But soft skills get you promoted. 12 soft skills to boost your finance career: 1/ business partnering The collaborative relationship between finance and other business units → collaborative approach to problem solving → inspire change for departments and wider company → challenge and support business teams 2/ Listening The ability to be empathetic to others → most people are very bad at listening. → requires a lot of energy to listen properly → Listening is a skill that needs to be honed 3/ Communication Good verbal and written communication → present information clearly → support presentation creation and influence decision-making → regularly make presentations on financial/operational management 4/ Resilience Overcoming difficulties with a positive outlook. → Keep Perspective: View setbacks as temporary. → Seek Support: Build a strong support network. → Self-Care: Engage in stress-reducing activities. 5/ Work ethic Demonstrating commitment and professionalism. → Be comfortable working fast → deal with ad hoc reports and special projects alongside regular planning work → Stay Driven: Find personal meaning in work. 6/ Networking Building valuable professional relationships. → Be Authentic: Form real connections. → Help Others: Offer assistance when possible. → Keep in Touch: Maintain contact post-meeting. 7/ownership mentality Own your own workload and give your team ownership →ability to manage multiple projects → meet deadlines by owning them → accountability for wide range of tasks 8/Storytelling Be passionate about bridging the gap between data and the story →understand and communicate key business storylines → Frame and translate outputs of financial analysis → Bring impactful insights and compelling recommendations 9/ Time management Prioritizing tasks and managing time efficiently. → Prioritize: Focus on most important tasks first. → ensure time for detail oriented checking of numbers → Not just a numbers person - prioritizing work impacting bottom line 10/Conflict resolution Resolving disagreements constructively. → Keep Cool: Control your emotions. → Understand All Sides: Listen to different viewpoints. → Seek Solutions: Aim for mutually acceptable outcomes 11/Challenging the status quo Question and challenge the status quo when it comes to finance processes → implementing and manage a financial tool → drive process improvements → constant desire to constantly raise the bar 12/ Emotional intelligence Understanding and managing emotions. → Self-Reflect: Regularly examine your emotions. → Practice Empathy: Understand others' perspectives. → Pause Before Responding: Think before reacting emotionally. Practice and hone these skills to accelerate your finance career!
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Since setting up RORA I’ve been involved in about 150 startup finance teams 🤯 I’ve met some absolute superstars on the way, but also a lot of people muddling through making life hard for themselves Here are my top 5 mistakes I see over and over again 👇 ✅ No checklists A lot of finance is made up of repeating processes. You can't optimise and improve them if they're not written out and followed consistently every time 🔍 No structured review Again this is basic project management - if you don't get the basics right first you'll spend all your time unpicking errors later on 🤦♂️ Outsourcing the wrong things Bookkeeping can be boring, but that isn't the same as unimportant. It's the main product that the rest of the business uses. It's something you need to design and automate ✏ Wrong skill mix I see a lot of finance teams start with someone too junior or too senior. The mid operating level is way too often neglected 😶 No touch points with other teams Once you've got the basics right it's time to get out into the business - not only is this the most fun bit but it's where you can have the biggest impact, don't neglect it! Anything I'm missing?
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