Is your admin agent-ready?

Keep the apps you already run. An agent can help beside Xero, MYOB or QuickBooks. This checklist does not ask you to switch, and it does not replace your accountant or your BAS agent.

General information only, not tax or financial advice.

After a customer calls, do you retype the quote yourself?

Yes No

Do quotes sit half-finished until you find a quiet hour to tidy them?

Yes No

Do invoices go out later than you meant them to?

Yes No

Do you put off chasing an overdue invoice because the wording feels awkward?

Yes No

Do you lose track of which customers you have already reminded?

Yes No

Does the BAS paperwork wait until the week it is due?

Yes No

At BAS time, do you hunt through emails and folders for the figures?

Yes No

Are there emails you meant to answer that are still sitting there?

Yes No

Do you write the same kind of reply from scratch, again and again?

Yes No

After a meeting, do the actions stay in the notes instead of a list of who does what?

Yes No

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