ScottMeisterCPA
Level 4

Talk about your business

Just thought I’d chime in on the discussion. I’ve not used Wunderlist, but I did start using the free version of Asana recently. I’ve used it for about 3 months or so. I like the idea of teams and delegating tasks to the teams.  I hope to hire an assistant soon and I currently use virtual assistants, so we’ll see how they react to Asana once I’m comfortable enough to share it with them.  I’m also a big fan of google calendar and outlook as I set recurring reminders to pay bills, etc.

Pretty much all work related items are set to a calendar of some sort and this helps me stay organized and on top of financial tasks...I'd rather have too many reminders than not enough when it comes to finances:-)

For most of the bills I process (national vendors), I use the auto pay features from vendors (if available). A lot of times they can send an email reminder of when the bill is due and when I’ve paid it. This works well as sometimes I just let the transaction bank feed into QuickBooks. @jessbru99568,for vendors that may not have auto pay features, have you looked into bill.com?  I’ve not used bill.com (no need yet) but I’ve heard it’s very useful if you have a lot of bills to process.

Hope this helps!

Scott