How to streamline your business

Running a business can be difficult. There are so many things to do, and it often feels like there aren’t enough hours in the day to get everything done. If you’re like me you can have lots of plates spinning at once, I sometimes wonder how they don’t all come crashing down!

Wouldn’t it be great if there were a way to streamline your business processes and make things run more smoothly? Well, there is! Here are my top tips!


Choosing the right software for your business is critical. Having the wrong software that doesn’t live up to your expectations can have an impact on the day to day running of your business. It’s also important to keep your software up to date. If you’re a Sage user you will notice that the new updates speed up your software and often have new features to make processes more manageable. You can check what version you are using by logging in, selecting Help and then About.


I just love a bit of automation! Anything which can be automated should be. You may feel that setting up automations can be time consuming, but once you have them in place it’s a great time saver. Even simple things that usually take 10 minutes for example, all add up and you will soon get vital time back to spend on the important things in your business.


Outsourcing is a great way to streamline your business. It’s often the case that we can do things but we just don’t have the time. If there are jobs which you don’t like doing or aren’t particularly good at, then it makes even more sense to outsource them to someone who does have the time and can get the job done quickly and efficiently.

Training & Tips

Of course you’re an expert in your field but are you a confident user of your software? Could there be shortcuts or better ways of doing things which you just haven’t thought about? 

That’s why I started my Sage Lady Academy. I share quick tips to make your life easier, masterclasses where I deep dive into particular areas of Sage and our weekly Live Q&A sessions where the members get the opportunity to ask questions about things they are struggling with or not quite sure of. Having a community of like minded people you can turn to for advice or support, can make a huge difference to how you run your business.

So there you have it! Four top tips to streamline your business and make things run more smoothly. Do you have any other tips? I would love to hear them, please drop me an email


“Any advice relating to accounts or tax should be sought from your tax accountant. Sage Accounts Solutions Limited will not be held responsible for any loss or damage caused as a result of the information contained herein.”

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