Executive Assistant Network

2014 National Conference

StoneConsulting “We do books, so you can do business”Business Education • Consulting • Bookkeeping & BAS Services

About Donna Stone …

30 years experience

Formal qualifications

Licensed, legal & insured

Published author

Industry go-to person

Multi-award winner

StoneConsulting “We do books, so you can do business”Business Education • Consulting • Bookkeeping & BAS Services

This presentation is primarily going to cover:

1. Managing yourself

2. Managing internal clients

3. Managing external clients

StoneConsulting “We do books, so you can do business”Business Education • Consulting • Bookkeeping & BAS Services

Managing Yourself

• Systems

• Templates

• Organisation

• Task lists

• Tidy

• Healthy

StoneConsulting “We do books, so you can do business”Business Education • Consulting • Bookkeeping & BAS Services

Being your Best

• Ask questions

• Know technology

• Notes, notes, notes

• Priorities

StoneConsulting “We do books, so you can do business”Business Education • Consulting • Bookkeeping & BAS Services

• Tools

• Professional

• Confident & loyal

• Initiative

Managing your Time

• The four D’s

• Touch it once

• Perfectionism

• Batches

• Distractions

StoneConsulting “We do books, so you can do business”Business Education • Consulting • Bookkeeping & BAS Services

• No!

• Salespeople

• Delegation

• Saying Goodbye!”

Managing your Boss

• Know what’s important

• Communication

• Plan them

• Don’t sweat the ‘small stuff’

StoneConsulting “We do books, so you can do business”Business Education • Consulting • Bookkeeping & BAS Services

• Cheery & professional

• Death by email

• Take ownership

Managing External People

• Co-worker

• Suppliers

• Contractors

• Clients and customers

• Associates of the boss

• Boss’ husband/wife/children

StoneConsulting “We do books, so you can do business”Business Education • Consulting • Bookkeeping & BAS Services

Managing Co-workers

• Using / being used

• Friends or associates?

• Agendas & loyalties

StoneConsulting “We do books, so you can do business”Business Education • Consulting • Bookkeeping & BAS Services

Managing Suppliers & Contractors

• Assume nothing

• Lay down the law

• What is a quote about?

• Manage them like an employee… almost

StoneConsulting “We do books, so you can do business”Business Education • Consulting • Bookkeeping & BAS Services

Managing Clients & Customers

• Professional & respectful

• Be an educator

• Know your limits

• Always informed

StoneConsulting “We do books, so you can do business”Business Education • Consulting • Bookkeeping & BAS Services

Associates, Family & Spouse

• Being familiar

• Distance, but polite

• Keeps thoughts to yourself

• True loyalties & closed lips

• Being delegated to

StoneConsulting “We do books, so you can do business”Business Education • Consulting • Bookkeeping & BAS Services

Questions?

StoneConsulting “We do books, so you can do business”Business Education • Consulting • Bookkeeping & BAS Services

Donna Stone presents…

Three must-have books for every small business to:

Stepping Stones To Business Success provides over 200 tips on how to succeed in business. Stepping Stones To Business Growth has 300 new tips providing solutions, ideas & inspirations. Stepping Stones To Business Excellence has another couple of hundred new & fresh tips to take

your business from success and growth through to excellence.

Order your copies today – ring 1800 750 919 or email donna@donna-stone.com.au