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How to build a 'layer cake' of cool tools in your business

Katrina Spinazzola • Sep 24, 2017

'Must have' ingredients in the tool box for your business.

Creating a great base for your small business is a bit like baking a cake - we need the best quality ingredients, all combined in the correct order and quantities and left just long enough in the oven.

Let’s start with the base.

Xero - an online accounting software program that forms the basis for the best recipe. To add on all the other tools - we first need to have a Xero file customised to the business and running correctly and efficiently. https://www.xero.com/au/

Let’s add some flavour.

Receipt Bank - captures all those bills and receipts - stores them electronically and eliminates paper. Automates data entry and creates effortless bookkeeping. This is the flavouring of the cake. Sure - we can just have plain old vanilla cake but add Receipt Bank to Xero and the flavour pops! https://www.receipt-bank.com/

Lets finish off with the icing.

Which flavour would you like ? There are many to choose from they all achieve different outcomes to decorate the cake - here are my faves in 3 broad categories

Money - let's get paid

Chaser - automatically reminds clients to pay you. Links to Xero and ensures your clients receive copies of invoices and statements automagically. https://chaserhq.com/

Ezidebit - offer credit card payments to clients - you can absorb the fee or choose for it automatically to be handed onto the client. https://www.ezidebit.com/en-au

Social - let's power your social game

Buffer - automate your social media posts for your business - decide when and where your social media posts about your business https://buffer.com

Feedly - Drive reading material direct via an app to you - no need to worry about being stuck somewhere with nothing to read. https://feedly.com

Pocket - 1 click will save articles and posts to read later when you have time https://getpocket.com/

Productivity - let's DO this

Remember the Milk - recurring or adhoc reminders to do ‘stuff’ https://www.rememberthemilk.com/

Zendesk - creates ‘tickets’ to ensure every email is actioned or divided amongst the team https://www.zendesk.com/

Hubdoc - fetches bank statements, bills and other documents - no need to log in and retrieve anymore https://www.hubdoc.com/


So there you have it - the ingredients, the method and the baking to deliver a multi layered 'cake' of tools in your business.

Just remember to save me a slice.....


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