Stacey Borrow’s Post

💼 Feeling overwhelmed by admin tasks? Lack of expertise in digital tools only adds to the stress. But you don't have to navigate this alone. 🤝 With qualifications in Excel and Word, coupled with my extensive background in admin roles at renowned banks, I've empowered tradesmen to conquer their skill gaps and streamline their workflows using systems such as Servicem8 and Xero for bookings, automation and payment monitoring. Did I mention I also have Management and Customer Service Qualifications too! I'll use these to help you retain clients, grow and promote your business in the best way possible.😉 Through personalised training and hands-on support, together we can transform time-consuming tasks into streamlined processes that suit you and your business, alleviating stress and boosting efficiency. Think: Freedom, Balance and Growth - where have you seen these values before?! 🐝 Let's bridge the process gap together and turn your admin challenges into triumphs for you and your business! 💫

🌟 Reflecting on My Role: More Than Just a Title 🌟 Almost three months into my new journey, my new role has beautifully evolved. Today, I'm more than excited to share the essence of my day-to-day activities, which might surprise some of you. I've taken on the responsibilities that align closely with an "Accounts Receivable Coordinator" or, more broadly, a "Financial Operations Coordinator" 💼📊 Each day, my routine is a mix of diligence and coordination: • I start by checking the safe for any cash drop-offs from the previous day. • Managing all incoming payments is next, ensuring everything is meticulously recorded in QuickBooks Online (QBO) and LeafLink, not to forget logging each detail in my spreadsheets. 🧾💻 • The day also involves depositing checks, scheduling cash pickups, and preparing cash for any Cash on Delivery (COD) orders our processing teams might need. 💰🔄 This role requires a blend of accuracy, organization, and financial acumen, ensuring our operations run smoothly and efficiently. It's a role that keeps me on my toes, always ready for the day's challenges and opportunities. 🚀✨ Grateful for the trust and the opportunity to grow in this direction, I look forward to continuing to contribute to our team's success and financial health. Amidst these new responsibilities, I continue to dedicate my day as a Data Specialist, intertwining data analysis with financial operations to enhance our team's success and financial health. Here's to the journey ahead, filled with learning, growth, and lots of spreadsheet magic! 🌱📈 #AccountsReceivable #CashOperations #DailyRoutine #FinanceTeam #GrowthJourney

Yes, Accountants are not manual laborers. So don't charge by the hour. Your expertise doesn't depend on how many hours you work. What matters is the outcome you deliver for your clients. And tracking billable hours creates no work satisfaction. It becomes a never-ending game of maximizing your time rather than your impact. The solution? Charge by the project, not by the hour. This allows you to: → Enjoy greater job satisfaction → Be rewarded for your efficiency → Build stronger client relationships → Focus on delivering high-quality results → Have a more predictable income stream Accountants, you're more valuable than you think. It's time to embrace your true worth. -- P.S. Before founding Jirav, I spent 10 years working in finance as a controller, finance director, and CFO. I helped multiple businesses grow, from early startups to established corporations, and helped raise over $250 million in funding for clients across the globe.

I never expected Shiny object syndrome to show up in this way. We're onboarding a huge customer and had to go through their supplier onboarding process. That means lots of questions about the product, our leadership, security, etc. The software they use is almost just Content Snare but an enterprise version (aka awful to use and ugly af). Given the size of this company, I can only imagine they were paying an insane amount for it. It seems every other week I see another way Content Snare could be used. But in reality, chasing new stuff is dumb when we have a clear direction in accounting & bookkeeping.

Splitting time is good, but it's not enough We started small, launching a basic plugin to quietly track time spent on different projects. We rolled it out to gather initial feedback from our clients. The accounting firms we focused on quickly showed us that simply tracking hours per client just scratches the surface. They juggle a wide mix of clients and apps, where each action carries unique value - depending on both the client and the task. Our team took on the challenge. We’re not just splitting time; we’re adding meaning to it.

💡 Looking to Optimize Your Startup’s Finances? Hiring a public accountant from Latin America brings meticulous financial compliance, enhanced reporting, and significant cost savings—all designed for the tech industry. 👉 Learn more in our latest blog: https://lnkd.in/dvskj8Tk

I like to make the new client onboarding experience as smooth and stress-free as possible. I wrote a blog about what to expect from my onboarding process. Here's a few highlights: 1️⃣ Guide you through QuickBooks setup and bank connections and customize your QB settings 2️⃣ Establish a straightforward monthly close process 3️⃣ Schedule regular check-ins to keep us both on track and accountable I'm all about clear communication and making your financial management a breeze. Link to the blog in the comments.

⌨️ A Day in the Life of a Bookkeeper 🖥️ Morning Hustle ☕️ - Transaction Detective: Start the day by tracking down and recording all financial transactions. - Ledger Lover**: Update the ledgers with precision and care. Midday Groove ⌚️ - Payroll Hero: Ensure everyone gets paid accurately and on time. - Payment Juggler: Manage bills and chase down any overdue payments. Afternoon Flow ⚖️ - Report Magician: Create insightful financial reports that reveal the company's financial health. - Budget Guru: Help plan and forecast the financial future. Evening Wrap-Up🗄️ - Double-Check Champ: Review the day's work to ensure everything is accurate. - Tomorrow's Planner: Set priorities and prepare for the next day's tasks. Bookkeepers keep everything balanced and running smoothly! 📊✨ 💻

Imagine a world where finance brokers spend more time with clients and less time on paperwork. Virtual Admin Assistants make it possible. It's time to streamline your workflow, enhance client relationships, and drive business growth with the right support. Start here 👉 https://lnkd.in/gjwmyXcw #FinanceBrokers #VirtualAssistants #BoostProductivity

Are raising invoices the bane of your life?   Are your evenings spent swamped in manual data entry?   A slick expenses process cuts down the financial admin and makes your life easier.   In month three of onboarding, we walk you through how to make our expenses as smooth and convenient as possible.  Upload receipts and invoices quickly from your phone  Free up time using Xero’s expense automation tools  Say goodbye to chasing team members for expenses   You’ll get valuable time back AND peace of mind your expenses are accurately organised. Hooray!   #smallbusinessadvice #accountingtips #accountingadvice