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bokio

Make managing your clients simple with our time-saving software.

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How to save time and work efficiently

25th Jan 2022
Brought to you by
bokio

Make managing your clients simple with our time-saving software.

Share this content

Working efficiently helps you make the most of your time. From integrated software to working with clients, here are some tips to help you save time working.

All in one software

Using accounting software that has everything in the same place can help you work efficiently. Instead of switching between software or gathering materials, software with integrated bookkeeping, invoicing, expenses and more will give you all the information you need to do accounting in the same place.

If you share integrated accounting software with your clients, you’ll have all their materials ready to manage their accounts. From invoices to receipts, your clients can regularly give you everything you need so you don’t need to spend time chasing up materials.

Smart accounting features

Bank feeds are a great time saver. Automated bank feeds import transactions to your accounting software regularly so you don’t need to spend time going through clients bank statements for information.

Bokio accounting software has smart accounting templates which make it quick and easy to record transactions. Simply search for the right template for your transaction and we’ll take care of the chart of accounts, debit and credit, and VAT for you. 

Helpful features like bulk recording, custom chart of accounts and custom accounting templates give you the tools you need to work efficiently.

Automated reporting

Automation is another way to work smarter. Automated reporting means you have the information you need to advise your clients without needing to compile them. If you want to dig deeper, reports can be exported to Excel. 

Automated reporting can also be helpful when it comes to Self Assessment season. Automated Profit and loss reports make it quick to fill in Self Assessment tax returns.

VAT Returns for Making Tax Digital are also automated with bokio. When you do your client’s accounting the VAT Return is automatically generated, so all you need to do is check it and submit it to HMRC.

Regular communication with clients

Keeping in touch with your clients on a regular basis is time well spent. It can help you preempt any issues and plan your time if they need any extra help. 

Regular communication becomes especially important before stressful periods like Self Assessment. When you have a good relationship and collaborate with your clients, you can try to ensure you have everything you need before deadlines so you don’t need to spend time following up with them at the last minute.

Create balance

When you’re working, make sure you take regular breaks, prioritise tasks and avoid multitasking to reduce stress. Try to create a routine that lets you shift your focus when you can stop working. 

Consciously keeping a work life balance will allow you space to relax and come back to work refreshed. You might feel more productive and work efficiently as a result.

About Bokio

Bokio accounting software offers bookkeeping, invoicing and expenses management. It’s a great solution for collaborating with smaller clients, like small businesses, sole traders and freelancers. Features like bank feeds, smart bookkeeping templates and automated reporting make it easy to collaborate with your clients.

Bokio helps you save time by using automation, so you can focus on offering high value advisory services.