Guides

Guides

Step-by-step guides for the work small businesses repeat every week. I write them from my YouTube videos, so you can read the steps or watch me do it.

How to automate invoice reminders

Send polite reminders automatically, and stop them when the client pays.

How to automate client document collection

A checklist, an upload link and reminders only for the missing documents.

Bookkeeping automation for small business

What you can automate, what you should not, and where to start.

More guides come with new videos. Subscribe on YouTube to see them first.