How to work from anywhere – 9 online tools

You can work from anywhere she said and I do say that, it's one of my opening lines in my new course about how to become a successful Xero bookkeeper Now when you say work from anywhere, you've got the image of under the palm trees sipping the cocktail and occasionally doing some work on your laptop

The reality I would say is a little bit different But for the last few years I've been trying to location proof my business so that I can work from anywhere I'm going to be tested in the next few months because I'm off traveling So I thought in this video I would share with you the online tools that I use have allowed me to work anywhere and I'm going to talk about nine different tools that I've used in my business that allow me to do the travelling that I'm off to So number 1) I've got to say Xero

Now I'm going to say Xero because I'm a Xero trainer and I couldn't be, I couldn't teach you Xero without this software But I would also include Xero on my list if I was an Excel trainer because I would use Xero for my own accounts to keep my own finances in order So it might not be number one in your list but I would certainly say it needs to be there Number 2) I'm going to say Email Lots of people say email is dead but email is far from dead, it's still a good means of communicating

Yes you can talk face to face and yes you can talk to people on the phone, but if your location is in a different time zone email is going to be a much better way of communicating Number 3) I'm going to say Online Banking We often forget about online banking and I think that's because we've been using it for so long we don't actually remember that online banking is a cloud product So I use online banking to make payments and to collect receipts Make it easy for your customers to pay you by online banking, whether it's standing order, direct debit, by card or by bank transfer

You don't want to be using cheques currently if you're on the other side of the world they're really not going to work if you're thirty mile away they're probably not very efficient either So let's say online banking is definitely on our list Number 4) I'm going to talk about Online Storage and I can't stress how important this is You can't be location independent if you've got a file that is somewhere else

So if you start by putting everything in the cloud then you know wherever you are you're going to have access to that information Now it means don't print nearly as much, it means scan information and get it to the cloud If you don't have a scanner you can take photographs but make sure that all the information you need running your business is cloud based It's not in a file, it's not a storage cabinet somewhere I use both Google Drive and Box, other people might use Dropbox or they might use iCloud but it means wherever you are you can have access to your document

Number 5) I'm going to talk about Zoom A lot of people have used Skype in the past and lots of us are familiar with FaceTime so it's the business version of FaceTime if you like I use it for my client meetings Wherever I am in the world I can have a client meeting if I've got Zoom It's also great for my business for training because we can share screens and I can see what my client is doing in Xero by using Zoom

I definitely could not run my business without Zoom because my training sessions would have to be face-to-face But they can be online if I use Zoom Number 6) I'm going to talk about Trello Trello is what I use as my online to-do list, my project management software It's not very refined in the way that I use it but again it means that everything is online

There's a little bit of a confession here, because I do actually still use a notebook and I love my coloured pens! But it's a small notebook, it's very portable So again that can come with me But Trello is the product of choice that I use for my project management We're now on to Number 7) and I would have to say that that is HelloSign HelloSign is what I use if I need a signature

I can get an electronic signature using HelloSign Number 8) on my list is WordPress WordPress is what I use to run my website If I log into my website I can update my services I have the option for people to book sessions online, I can change my online courses and I can create regular blogs

I could not run this business without my website I don't need a shopfront because my website is my shopfront And that takes us on to Number 9), the last one on my list is going to be the Social Media platforms Love them or hate them, again I could not run my business without these My main ones are YouTube and LinkedIn, Facebook and Twitter to a lesser extent

But I like to concentrate on one or two You might also use Instagram You might also use Pinterest, it depends what works for you and your business But LinkedIn and YouTube for these videos are definitely my favourites So let's just recap and see if I can go through these nine tools again

So number 1) I had Xero Number 2) I had Email Number 3) Online Banking Number 4) Online Storage Number 5) Zoom

Number 6) Trello Number 7) HelloSign And then the final two, number 8) WordPress for my website, and Number 9) the social media platforms So there you have it Using all of these I can be location independent, I can work from anywhere and next week I'm going off to test it

I hope you enjoyed this video Let me know if you'd like some more videos like this about working remotely, which might make a nice change from all the Xero videos that I do And always if you like this video please let me know that you like it and a subscribe would be great Until next time, happy working anywhere!

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