Thursday, January 28, 2016

The Power of Customer Service in Business



The majority of businesses involve customer service on some level.  Whether you are directly selling a product to the consumer or dealing with vendor and suppliers to provide a product to a retailer you are involved in customer service.

As a business owner the words of a "dissatisfied customer" are like a knife in the back.  Research has shown how positive and negative customer service feedback is handled directly impacts your bottom line in business.

According to Forbes.com:


  • 1st Impressions last - Surveyed respondents were more likely to recall negative experiences vs. positive ones. 
  • Bad reviews & experiences travel faster than positive ones - People who experienced a negative experience shared their story with 5+ people on avg. compared to 1 -2 people for a positive experience. 
  • Social media reviews impact online shopping - 88% of consumers in a study reported they added an item to their cart based on a customer service review. 
  • Happy customer lead to larger sales - Consumers who had a positive experience had larger shopping carts than consumers with negative experiences. 
As you can see consumers "drive" business in many ways.  It is always in your best interest as a business owner to strive for positive customer service at all times.  There are many factors that can improve your chances at positive customer service.  Research has shown that employers who treat their employees well have a higher positive customer service rate.   Businesses who responded swiftly to negative feedback were able to salvage the relationship more often than not prior to the consumer spreading negative feedback to other consumers. 

Considering the impact customer service has on your bottom line, you cannot afford to allow poor customer service within your business.  Always monitor online reviews and quickly respond to both the positive and negative.  It also never hurts to ask your customers for online feedback - simply tell them "Your review and referrals are our biggest compliment."  You might just be amazed at how it can impact your business.  

urBook$ strives to provide our clients with the best chance at success.  Equipping your business with up to date information regarding your business pay roll, bookkeeping and bill paying is only part of the equation.  Contact urBook$ today to experience the urBook$ difference and allow yourself to concentrate on things that impact your bottom line such as great customer service! 

Tuesday, January 12, 2016

How to Set Achievable Goals for 2016



Top-level athletes, successful business-people and achievers in all fields set goals.  Setting goals gives you long-term vision and short-term motivation.  It focuses your acquisition of knowledge, and helps you to organize your time and your resources so that you can make the most of your life. 

By setting sharp, clearly defined goals, you can measure and take pride in the achievement of those goals.  You will also see forward progress in what might previously have seemed a long pointless grind. This will raise our self-confidence as you recognize your own ability and competence in achieving the goals you have set! 

Here are a few tips of how to begin setting your achievable goals for 2016:

1. Create the “big picture” of your goals. These are big 10 year goals that you would like to achieve. Examples of these areas could be:
  • Career 
  • Health 
  • Financial 
  • Spiritual 
  • Educational 
  • Public Service 
2. Break-down these goals into smaller and smaller targets that you must hit in order to reach your lifetime goals. Breaking down your long-term goals into shorter achievable goals will ensure that you allow yourself to not only see progress but actually achieve the 10 year goal.

For example, if you choose to save a certain amount of money over the next 10 years. You need to break this down into monthly or quarterly savings amounts over the next 10 years. Seeing your savings account increase each month or quarter will let you realize your progress with each deposit.

3. Set systems in place to remind yourself when and where you are to act on your goals. If you have weekly weight-loss goals or exercise goals then set calendar entries or physically write down your work-outs for each week. Putting your goals to pen or electronic calendar entry will increase your chances of actually completing the tasks.


urBook$ wishes you and all of your team a successful & productive 2016!

Friday, December 4, 2015

End of Year Tips for Business Owners




As 2015 comes to a close, there are several items that businesses should look at before closing out their year.  Below are a few tips of general items that may benefit your business.


▪ Look at your Profit & Loss report. Where do you stand? If you have a larger than expected profit, are there any major purchases you should make now that can be depreciated? Make sure you have the cash. Talk to your accountant if you are not clear of the depreciation rules.

▪ Verify your 1099 information is setup properly in your accounting system. If you don’t have proper information from each vendor, ask for it now, then create a form to use every year. Need help making this happen in QuickBooks? Just ask us.


▪ Begin to think about year end bonuses or special gifts. Will you give these this year or in January? It depends when you write the check.


▪ Take a physical inventory of your products and make adjustments in your accounting system as necessary.


▪ Write a list of all the company’s major accomplishments for the year. Be prepared to share this with your team, they will appreciate it.


▪ Write out your goals and plans for the next year.


▪ Create budgets for the next year if you work on a calendar year fiscal basis.


▪ Check all of the links on your website to make sure they are active.


Bookkeeping, payroll and bill paying are vital roles when it comes to accurately planning out your year. urBook$ strives to ensure that your business records are up-to-date and accessible to you at all times throughout the year. If you do not have a current system in place for bookkeeping, payroll and bill paying for your business contact urBook$ today to become a client. Our team will transition your records utilizing our Smart Vault and take the burden of these tasks off your plate so you can focus on your passion - YOUR BUSINESS.

Thursday, November 5, 2015

Daily Habits of Successful Business Owners





We know it’s hard to get out from under the covers when the alarm goes off, but making the most of mornings is more important than you might think. How many successful business people do you know who sleep in? Exactly.

Believe it or not, our willpower is greatest in the early morning, and our bodies even experience a surge of cortisol about 20 to 30 minutes after rolling out of bed, giving us an extra boost of brain power. Trust the evidence — CEOs, government officials, and entrepreneurs all rise early (sorry, night owls), and have been found to be more proactive and productive for doing so. Check out some other morning habits that will help you keep your business on the up and up.

1. No snoozing
The snooze button is tempting, but don’t give in. Oversleeping equals a frazzled morning, which sets the wrong tone for the day. If rising and shining is a perennial problem, it’s time to examine your sleep hygiene. Most experts recommend adults get between seven and nine hours a night to stay healthy and alert, so if you need to get up at 5 a.m. (ouch), that means you need to hit the hay at 10 p.m. at the latest.

2. Avoid reading email until you’re out of bed
It may sound counterintuitive, but hear us out. Before you get bogged down in what your inbox is shouting, take the time to set your own personal priorities for the day. This will help you keep focused on what is actually important instead of falling victim to what your email says is most pressing.

3. Exercise or meditate
Whether you prefer reciting oms or affirmations or taking a jog around the park, meditation and exercise help clear the mind to keep you focused on the day ahead. It’s also a good time for daydreaming about future achievements. This kind of positive visualization, even if you only do it for one minute, will improve your mood and outlook about the day’s workload.

4. Eat a healthy breakfast
Protein, fruit, vegetables, and even a cup of tea or coffee will fuel your morning. Consider it the necessary brain boost to get you going.

5. Set goals and priorities
Take Monday mornings to set the week’s goals. Then, before you head to the office, take stock of what needs to happen that day. Make a list and jot down notes about the top three things you need to accomplish when your mind is clearest and sharpest. While in the shower, make a mental map of what the day ahead will look like. After all, this might be the only quiet, uninterrupted time of your day. Then, when things start to get hectic, you can refer back to this list and recalibrate.

6. Check in over your morning cup of Joe
Now let’s get down to business. Look over email, take a peek at social media, and make checking in on metrics one of your best daily practices.

7. Tackle tough things first
We all have that one thing on our to-do list that we’re absolutely dreading. Here’s a pro tip: Do the least desirable task first. You’re more equipped to handle a tough assignment first thing when your brain has the most energy. And then you can cross it off your list. Not only will it make the rest of the day easier and more pleasant, but it also starts you off with a real sense of accomplishment.

8. Be habitual and consistent
Create a morning routine and stick to it. Habits help your mind and body reset in preparation for the tasks ahead. That means waking up at the same time every day — yes, even on the weekend (we’re looking at you, Sunday sleepyhead).

Hopefully these tips can get you motivated to end 2015 with some good habits of highly successful people! Contact urBook$ today for more information on how we can assist with your business needs.

Friday, October 16, 2015

October - Breast Cancer Awareness Month




October brings to mind many things for people: Halloween, costumes, candy, football, changing leaves and cooler temperatures.  For too many, October also brings to mind breast cancer.  With this being breast cancer awareness month, you cannot go very far without seeing a pink ribbon or being reminded of this terrible disease.  This awareness has brought much needed research and donations for curing this terrible disease.  

A few facts regarding breast cancer in 2015 according to www.komen.org
  • There will be an estimated 231,849 new cases of invasive breast cancer diagnosed in the U.S. alone. 
  • Of those, 40,290 will ultimately succumb to the disease. 

What are the warning signs of breast cancer?  The answers might surprise you. 

  • Lump, hard knot or thickening inside the breast or underarm area
  • Swelling, warmth, redness or darkening of the breast
  • Change in the size or shape of the breast
  • Dimpling of puckering of the skin
  • Itchy, scaly sore or rash on the nipple area
  • Pulling in of your nipple or other parts of the breast 
  • Nipple discharge that starts suddenly
  • New pain in one spot that does not go away

If you have one or more of these symptoms listed above, seek out a healthcare provider immediately.  It is important to remember the signs and symptoms do NOT always mean you have breast cancer.  Many other breast conditions can exude these same symptoms.  But the best way to ensure early detection is to see healthcare as soon as you notice changes. 

It is also important to remember that men are also subject to breast cancer, not just women.  Although the statistics show that 124.3 per 100,000 women will be diagnosed compared to 21.5 per 100,000 men, awareness for males is equally important and in some cases more important.  Men often times ignore symptoms which result in a much later stage diagnosis.  The key to beating the disease is EARLY detection.  


During October, Breast Cancer Awareness Month, our goal at urBook$ is to encourage you to have awareness to this disease and remember any family or friends that have experienced it.  If you would like more information, you may visit www.komen.org.  This website offers insight into the disease, offers support for those currently battling the disease, and has an abundance of ways to get involved with fund-raising or bringing awareness to the disease. 

Thursday, October 1, 2015

7 Tips Essential for Small Business Productivity






Have you ever felt as if you have a million things all needing your attention at once as a business owner? Attempting to make progress on these items simultaneously can actually be detrimental to each task. Not only are you stressed out, your “accomplished tasks” aren’t producing the results you desired. Productivity by definition is the rate at which goods are produced as work is completed according to www.merriam-webster.com.


Productivity and efficiency are frequent topics of conversation for businesses for a simple reason: when you figure it out, your revenue increases. Getting to that perfect level of productivity and efficiency can be tricky, though. Your small business is a complex machine, made up of customers and employees and everything in between.


Below are 7 essential tips you can use to boost productivity at your small business.



1. Consolidate your errands and tasks.


The errands and tasks you do at your business are different than other businesses, but there is a strong similarity in how you do them.

Think of it like this: when you make a grocery list, you get all of the items at once. You don’t drive back and forth between home and the store for each item. In the same way, you should consolidate your errands and tasks.

Group similar tasks and or project work on a specific day, or time of day. Use the morning to answer your email, and once again in the afternoon, for example, instead of checking your email constantly throughout the day.

By consolidating your errands and tasks, you put an end to distracting multi-tasking and regain the focus needed to actually finish something.




2. Get control of your meetings.


Have you fallen victim to long or pointless meetings that waste your time and your team’s time and solve nothing? They are a source of dread and annoyance for everyone involved. To keep your meetings short and save your business from an expensive exercise in time-wasting, remember to:

• Think of meetings as a huddle. Brief, to the point, break quickly.

• Stand during your meetings. It helps to keep them short. No sitting.

• Have a specific and singular goal for each meeting. Keep all conversation to that agenda.

• Only have the people who must be there present. The more unnecessary people you bring in, the more time is wasted across the board for your business.

• Kill meetings that have no purpose other than “we always have them.”

• Avoid meetings that are lectures. This is about communication, and that is a two-way thing. Don’t let people who like to hear themselves talk run a meeting.

• Have your meetings later in the work day. The morning is your team’s most productive time. Don’t waste it with a meeting.

Meetings do have a real place in your business. They are how you make sure your team has the same focus, and keep on top of what is happening in your business. Just make sure they are productive.



3. Give your team access to the information they need.


Forcing your team to go hunting for the information they need is not productive. It’s also pretty frustrating for your team, and encourages a lack of accuracy. After all, it’s easier to just guess rather than hunt down the information.

Your team needs to know:

• When they work. An app like When I Work is perfect for team members who need to get immediate answers about their schedule. It answers who is working, when they are working, and questions about vacations or time off. Team members are part of a team, and they need to understand the schedule as a whole, not a separate unit.

• Customer support knowledge base. For team members working directly with your customers, they need ready information to answer customer questions. Without that fast access, they face the frustration of the customer and your business’s reputation takes a hit.

• Customer history and tickets. Access to past customer interactions, transactions, and support tickets allow your team to build off each other’s work instead of having to reinvent the wheel each time a customer has questions.

• Communication channels. How does your team communicate? Simplifying and unifying that into one place keeps the important information that your team is creating in their daily communications accessible. If some use email while others use Skype, your communication chain is broken.

• Details about group projects. Does your team know the goals of the particular project they are working on? Do they know where they are at in the timeline of a project? Make that information available so they better understand where they fit and what needs to happen.

This is just a start. Think about the kind of information your team needs on a daily basis for your specific business. Do they have it at their fingertips, or do they have to go to a manager and work up the chain to access it?

Whether an online database or actual books or manuals, the information needs to be available to everyone. This also means a reliable phone and computer network, depending upon your business, and continually updated software and hardware. Nothing is as frustrating for a team member who wants to do his job and has to fight the tools to do it.

If information is power, reducing easy access to it is a serious weakness for your business, and it wastes time.




4. Get in the cloud.


Using cloud-based apps can significantly improve efficiency. Team members who are on the road or working remotely can work from anywhere, whether on a sales trip or home sick with the flu. You should consider getting the following in the cloud:

• Custom tools. Have someone build a cloud-based app for your custom databases. Manage your sales and inventory in the cloud. Make it easy for your sales team to work on the road, inputting live sales and updates into your system.

• Project management. Project management apps aren’t necessary for every type of business, but if you feel as if team and customer communication for various projects is starting to get out of hand, head to the cloud and streamline it.

• Documents. Put your documents (and documentation) in the cloud so your team can read, edit, and share them easily. Avoid using email to send out versions of documents. Save time by making the original accessible by all. Google Docs or Evernote are always a great choice.

• Task management. If full-blown project management doesn’t make sense for your business, using a task management app is still going to be useful. Apps like Todoist, Wunderlist, or Any.do are great for teams that need to see who is doing what.

When you and your team can do the work they need to do from any location, your productivity will obviously increase. Not all of your tasks can be pushed to the cloud, but look for ways that you can shift your business to the cloud to tap into this always-possible work approach.




5. Build a team, and let them work.


For many small business owners, the start of their business was a singular affair. They became used to pulling long work days, doing everything themselves. As the business grows they (hopefully) realize they need to begin hiring additional help.

Oddly, though, many business owners have a hard time letting their team do the work. Maybe they have control issues, or don’t think anyone can do the work as well as they could. Efficiency begins when you understand that as the business owner, there are mundane jobs you no longer need to do. Your skill and knowledge needs to be focused elsewhere.

Here’s a quick checklist to help you better understand if you need to be turning work over to the team you hired:

• What are you worth? In other words, figure out what your time is priced at. What is your hourly rate? Now look at how you are spending your time during the day. Would you ever pay an employee as much as you are paying yourself to do menial tasks?

• Follow your clock. Track your time and see how you are using your day. It might be an eye-opener to realize that much of your time is wasted chasing after what doesn’t give you joy.

• Check for outsourcing. Find the tasks that are sucking up a lot of time that you and your team can’t afford to waste. Would outsourcing those tasks be more efficient and cost-effective in the long run?

• Make a priorities list. Decide what are the most important skills or work you should be doing in your business. Compare them to how you are using your time. Are you making the best use of what you have to offer? Prioritize how you should use your time, and delegate the rest to your team.

Your team wants to help. They want to do their job. If you insist on control and micromanaging, not only are you destroying your attempts to be productive, but you’re not making your team feel too great about their job, either.




6. Track your actual performance.


You probably track the performance of your website, but are you tracking the performance of your business? This is more than just checking the books to see that there’s money in the bank. This is about spotting trends (positive and negative) in both your team and your customers.

Consider looking at your booking and appointment software, or your weekly sales. Are you retaining customers? Do you have a lot of no-shows? Without being too invasive, track how your team is doing as well. Are they hitting deadlines? Is customer support handled in a timely fashion? Is there a lot of absenteeism?

You track your website and social media performance. You should use the same approach, finding the apps and tools that can help you do it, with your actual day-to-day business.




7. Be serious about team member satisfaction.


Your team will work as hard as they are motivated to. If they are satisfied and feel safe and happy, your productivity will increase. How do you show your team that you care about them?

• Give them good tools. As mentioned in #5, clunky or obstinate tools are a source of frustration for your team. They can’t do a good job, even if they want to. Give them the best tools you can so that their job is made easier.

• Have a break area. Do you give your team a great place to take a break where they don’t feel like the boss is watching them? Provide a place where they can relax, have lunch, get away from the computer, and not feel like they are still under observation.

• Value their input. Businesses often tell their team that they value their input, but they don’t always walk the talk. In your meetings, do you encourage, listen, and periodically implement your team’s ideas? They want to feel like they are a part of something bigger.

• Celebrate the important moments. Remember your team on special events or days. Perhaps you’ll mark important project completion dates or hiring anniversaries by taking the team out for dinner. Whatever you choose to do with your team, help them feel important by celebrating them.

• Provide a good work space. Some team members like the open office floor plan, while others like the privacy of cubicles. Provide yourself and your team with a workspace that they feel comfortable in. If they feel walled in or overly observed, they will waste time fighting the feelings they have about their workspace instead of doing actual work.

• Be generous with personal time. Your team members need a break. And so do you. Be serious about allowing your team personal time, both during the work day and in general. Make sure your team members take frequent breaks. Schedule a break for everyone with healthy snacks, if you have to. Give them regular days off. Help them feel that the work-life balance is in order so they don’t grow bitter towards their job.

If there is one single thing you can do to increase productivity, focus on that. All of the software and efficiency in the world can’t top a team member who wants to be at work and who wants to do a good job. If you get this one right, the rest is all dessert.



In order for you to focus on these items as a business owner, urBook$ offers a seamless outsourced soliton for your bookkeeping, bill pay and payroll needs. Contact urBook$ today for information on becoming a urBook$ client!

Sunday, September 13, 2015

The Role of Bookkeepers in Today’s World





Will machines eventually completely replace people? And now with the proliferation of cloud accounting software, our industry is asking, “What is happening to the role of the bookkeeper? Will cloud accounting automation make bookkeepers obsolete?”

The traditional bookkeeper role went something like this: client gives bookkeeper a stack of receipts and paper bank statements at some point after the close of the month. At best, this would be about two weeks after the close of the period.

Then the information all had to be keyed into the accounting software. Depending on the volume of activity and the bookkeeper’s schedule, this could take another couple of weeks, so by the time the information was returned to the business owner, the financial information was, at best, already a month out of date.

Now that people are use to real-time information anytime and anywhere, business owners’ expectations have changed, and if bookkeepers don’t adapt their methods and tools, they will soon find themselves with a dwindling client list.

In today’s world, information is provided real-time through automatic bank feeds and simply by logging into a various financial websites. It’s not unrealistic to have the information necessary to keep most accounts reconciled every single day and have the books closed within a day or two after the close of the month.

However, the improvements everyone sees in efficiency and being able to provide real-time information is just the beginning. Many would argue that the role is changing even more than that. Traditional bookkeepers as we’ve known them are going away entirely. It used to be that a good bookkeeper had solid accounting knowledge combined with quick data entry skills, and the best were also very knowledgeable about accounting software as well.

Today’s cloud bookkeepers must be knowledgeable not only about accounting software but also about many other add-on tools that could connect with that accounting software to improve productivity, eliminate data entry, and provide good results for the clients. They need to know how to evaluate them, use them, and train their clients on them. They need to provide more customer support for their clients and be able to oversee the process of data flow. They need such a strong fundamental understanding of both accounting and technology that when exceptions do pop up (as they invariably do), they need to know how to deal with them and fix the system going forward.

And then, when all the information is into the system and clean and reconciled, the accountant needs to be able to interpret the information for the client. Long gone are the days when the business owner would receive a set of financial statements (that they didn’t know how to read) as proof of a job well done. More and more they expect to understand what their numbers are telling them about their business. And if you can’t do that, someone else will.

urBook$ is committed to stay up-to-date with the latest technology available in the bookkeeping world. Our SmartVault and software allows our clients to access their data in real time, and we train our clients to maximize their services provided by urBook$ in order to provide them with more time to focus on their passion - THEIR BUSINESS!

If you have not experienced the urBook$ difference today, contact us at 469.304.0036 and experience The urBook$ difference today!