Tame the Chaos: 5 Tips To Organize Your Small Business

Learn how to organize your business with these tips and strategies that can help you streamline tasks and enhance overall efficiency.

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POV: You’re finally your own boss, but being the boss without a corporate structure is, well, a lot. You have a list of responsibilities a mile long: get orders out on time, stay on top of your marketing strategy, manage cash flow, maybe don’t work 24/7. 

Love it or hate it, getting organized as a small business owner can make your work life a little easier and-dare we say it... improve your work-life balance. Whether you’re a solo entrepreneur or have a small team, these strategies can help you organize your business life, save time, reduce stress, and optimize your business operations.

5 ways to get organized as a small business owner

1. Keep your finances in order

Your finances can make or break your business. With the help of accounting and tax software, you can easily keep track of your income and expenses, generate invoices, and create financial reports. It’s a win-win.

You save time, effort, and, most importantly, reduce the chances of errors that may bring about unforeseeable consequences, like losing a whole day to sorting through your shoebox filing system. 

Having a solid accounting system in place can give you real-time visibility into your financial health too. Seeing your financial reports, knowing your cash flow, and tracking your expenses can help you make better financial decisions down the road.

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2. Manage your time

Why is time management the answer to like 50% of your problems? Time is a resource like anything else. Using it judiciously means you can boost productivity and work more efficiently.

Time tracking software, like Time Doctor, can monitor how much time you spend on different tasks, identify areas where you may be wasting time, and optimize your schedule to maximize productivity. This can be especially helpful for remote teams who work more flexible schedules. 

You can also use a to-do list or calendar to help manage your time. There are plenty of free task management apps out there, but don’t get too hung up on selecting the perfect one. What matters most is picking a method that works for you and knowing what you need to accomplish each day, prioritizing those tasks, and taking action. Blocking out time on your calendar can help you set aside time to work on specific tasks.

Pro tip:

There’s a great free app called TimeFinder that has both list-making and time-blocking capabilities. It also integrates with Google Calendar, allowing you to manage both aspects of your schedule from a single location.

3. Map out your goals

Getting lost in the daily grind is easy. That’s why setting some long-term goals is so important. That’s where project management software comes in.  

With project management software, you can break down your goals into smaller, more manageable tasks, create an action plan, and track your progress. These are all essential if you're looking to organize your business. 

For bigger teams, you can assign tasks to employees, set deadlines, and monitor project timelines so everything stays on track. And you don’t have to break the bank. There are plenty of free options, including Asana and Trello.

4. Schedule your content in advance

Another way to level up organization in your business is to plan and schedule your content to publish ahead of time. These are critical aspects of any content marketing strategy. You’ll need a content calendar for this to work best. There are lots of different options. 

Some free ones include a Notion or Google Sheets content calendar, and both have lots of templates online. These types of calendars can include a plan and schedule for any-and-all mediums: social posts, blogs, emails, texts, videos—you name it. 

Popular paid platforms however, like HootSuite and Buffer, specialize in social posts. These platforms help you create your social content and schedule a publish date for an unlimited number of posts all at once. 

Scheduling your content allows you to  consistently connect with customers-current and prospective-with a lot less time and effort.

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5. Use inventory management software

For retail business owners, managing your inventory manually can be intimidating. If you fail to stay organized, a plethora of problems can occur, including stockouts, poor customer service, wasted time, and lost revenue.

Inventory management software, however, can help prevent all of that. You can track your stock levels, receive alerts when inventory is running low, and set reorder points. The information this software provides supports you in making decisions for your business, all the while taking the stress out of tracking stock yourself. And there are lots of free inventory management options too.

Stephanie Coleman
Written by
Stephanie Coleman
Stephanie covers financing and loans for Business.org. As a small business owner herself, she understands the hurdles that come with starting a business and the importance of making well-informed financial decisions. She's been a writer for nearly a decade and is Business.org's expert in small business software including Shopify, QuickBooks and TurboTax.
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