Accounting High

#NiksTips on Productivity


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shout out to EMINƎM https://youtu.be/_kQBVneC30o

One of Niks Core Values at Momentum is GSD, Get Shit Done.

Core Values defined, are a set of fundamental beliefs, ideals or practices that inform how you conduct your life, both personally and professionally. Businesses can also have and maintain core values. These can help an organization determine how to allocate resources, make important decisions and grow.

sometimes you're so involved in to what you do on a day-to-day basis that you don't realize that over the years you've actually created pretty good systems

we encourage you and your team to meet your clients once a month and you can reduce the amount of email clutter back and forth, force them to have meetings with you

“Forced to Face your Finances on Focus Fridays”

Productivity Tip, in client meetings always notes, and always have action items

shout out to Loom, get comfortable with video and asynchronously sending information via video vs sending emails… there is more context and it’s more efficient and effective form of communication … shout out to Earmark, Blake and Zach Frank

NiksTips #1 Asynchronous Communication Tools that we use; Google Calendar, Google Docs, Loom, HubSpot, Karbon, DialPad, Slack, 15five, TypeForm, Calendly, Notion

NiksTips #2 Manage External Communication and get your clients to meet you “where you’re at” and use the same tools that your firm is using and EVERYONE will be more productive

NiksTips #3 “Avoid learning while you’re working” have a core app stack so you don’t have to always learn something new with each client - find contractors or specialists for complex work

NiksTips #4 “Find Repeatable Shortcuts” such as making rules in Xero, email templates for common answers, and using folders in your google chrome browser

NiksTips #5 “leverage resources and push down work” like using VA and interns. Find an intern to pull your bank statements, if you could pay someone $15 an hour and it takes them 10 hours, like $150 a month… might be cheaper than that RPA you’re trying to build

NiksTips #6 “meeting and meeting cadence and agenda”

NiksTips #7 “manage your energy” niks is a really good napper, she can take great 12min naps…

and a great way to be productive is just don’t answer your phone, don’t even work with your phone in the same room

shout out to Zuni and Michael Ly

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Accounting HighBy Accounting High

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