What’s in your small business resource toolbox?

What's in your small business resource toolbox?

Operating an online business means that you must have a toolbox of resources that provide you with the ability to provide the same services virtually that you would provide face to face.   You have to be able to answer your clients questions and inquiries no matter what.  The fact that you can’t be there physically can not hinder you from providing a great service to them.  To be able to provide such great service you need to have some “tools” under your belt that allow you to access what you need from anywhere and anytime.  And with everything going mobile, you need to consider whether these products and programs have mobile sites or apps so that not having a computer available doesn’t hinder you either.

Below is a list of the top five tools that you need to have in your toolbox in order to deliver outstanding service to your clients.  I have each one of these tools in my toolbox and I suggest you do the same.

  1. Document manager. One of the biggest efforts this country is undergoing is going green. And why should your business be any different. Get a cloud based document manager instead of a traditional filing cabinet.  A cloud based document manger can be set up in a manner similar to a filing cabinet with client and vendor folders but without all the paper cuts. Plus you have access to all your files all the time no matter where you are.
  2. Scanner.  So obviously if the first tool is a document manager then the second tool has to be a scanner to get all of the paper work, namely receipts, into the document manager.  There are lots of apps that allow you to scan a document from your phone or tablet.  No more collecting receipts, contracts and invoices on your desk in a to be filed bin.  Now you can scan them while on the go.
  3. Financial program. For small business owners and entrepreneurs, it’s important to be able to access their records at all times.  In most cases, you are working in your business and on our business (that’s another post), and you need to be able to answer billing issues expeditiously and with ease.  Using a cloud based system will allow you to do just that.  It also allows your outside accountant to be able to service you no matter where they are in the world.
  4. Merchant account.  You have to have this tool if you want your business to have manageable cash flow system.  If you are going to be a virtual business than you need to be able accept payments virtually.  And by that I mean you need to open to accepting payment methods other than cash and checks.  This makes your business more visible to a broader range of clients, including potential clients who are not in your local town.  Using a secure merchant account, shows your clients that you are serious about protecting their information.
  5. CRM / PMO system.   As you begin to build your client base what are you going to do with the list?  How are you going to manage your ongoing  projects for each client?  A CRM/PMO system will allow you to do both of those things.  You will have a detailed structured list, not a rolodex like my last employer, and you will have a system that helps you manage your on-going projects so that you don’t feel overwhelmed.    You will be able access all of your clients and their information in one place and track the projects that that relate to each one.  Plus it is a very useful tool for managing you marketing campaigns.

What tools do you have in your toolbox?

Sherrell Martin is the Founder and CEO of Empower 2 Thrive, LLC, a boutique practice offering financial management accounting and business development strategies.  She uses accounting, finance & business strategy to help business owners and entrepreneurs who struggle with business and financial organization establish systems that will allow them to create, build and maintain a financially thriving business.

Share small business news, blogs and social media tips with Project Eve’s community of small business owners and entrepreneurs today. Our contributors come from a wide range of backgrounds; so whether you are a small business owner, social media strategist, financial adviser, serial entrepreneur, or write an amateur blog we urge you to contribute a blog to our 350,000+ community today. For more information, please refer to our Content Submissions Guidelines.

Add a Blog


  1. I blog quite often and I truly thank you for your content. The article has truly peaked my interest. I’m going to book mark your site and keep checking for new details about once per week. I subscribed to your RSS feed too.

  2. This article concerning Web optimization is actually nice one, and the back links are in fact very helpful to promote your site, its also referred to as Search engine optimisation.

  3. I have realized that of all sorts of insurance, health care insurance is the most dubious because of the discord between the insurance cover company’s necessity to remain adrift and the client’s need to have insurance plan. Insurance companies’ earnings on well being plans are extremely low, so some businesses struggle to make a profit. Thanks for the suggestions you write about through this web site.

  4. I’m not sure where you’re getting your information, but good topic. I needs to spend some time learning much more or understanding more. Thanks for excellent information I was looking for this information for my mission.

  5. 570956 669646Good read. I just passed this onto a buddy who was performing some research on that. He just bought me lunch since I discovered it for him! Thus let me rephrase: Thanx for lunch! 862073

  6. What i do not realize is actually how you’re no longer really a lot more well-favored than you might be right now. You are so intelligent. You already know therefore significantly when it comes to this matter, made me in my opinion imagine it from a lot of various angles. Its like men and women aren’t involved until it is something to accomplish with Girl gaga! Your own stuffs excellent. All the time handle it up!

  7. I’m impressed, I have to admit. Seldom do I come across a blog that’s both educative and engaging, and let me tell you, you’ve hit the nail on the head. The issue is something that not enough folks are speaking intelligently about. I am very happy I stumbled across this in my search for something regarding this.

  8. Hello! Someone in my Facebook group shared this website with us so I came to check it out. I’m definitely loving the information. I’m book-marking and will be tweeting this to my followers! Wonderful blog and brilliant style and design.

  9. What’s Happening i am new to this, I stumbled upon this I have found It positively useful and it has helped me out loads. I hope to give a contribution & assist different users like its helped me. Great job.

  10. hi!,I really like your writing so much! share we be in contact extra approximately your article on AOL? I require an expert on this space to resolve my problem. Maybe that’s you! Looking ahead to see you.

  11. Oh my goodness! Impressive article dude! Thanks, However I am experiencing troubles with your RSS. I don’t understand why I am unable to subscribe to it. Is there anybody having similar RSS problems? Anyone who knows the answer will you kindly respond? Thanks!!

  12. What’s Happening i am new to this, I stumbled upon this I have found It positively useful and it has helped me out loads. I hope to contribute & assist other users like its aided me. Great job.

  13. 551065 640816Considerably, the story is in reality the greatest on this noteworthy topic. I agree along with your conclusions and will eagerly watch forward to your next updates. Saying good 1 will not just be sufficient, for the wonderful clarity in your writing. I will immediately grab your rss feed to stay privy of any updates! 920927

  14. My spouse and I absolutely love your blog and find many of your post’s to be exactly what I’m looking for. Do you offer guest writers to write content for you personally? I wouldn’t mind writing a post or elaborating on a few of the subjects you write with regards to here. Again, awesome web site!

  15. Simply wish to say your article is as surprising. The clarity in your post is just spectacular and i could assume you are an expert on this subject. Fine with your permission let me to grab your feed to keep updated with forthcoming post. Thanks a million and please keep up the rewarding work.

  16. Thanks for the helpful posting. It is also my opinion that mesothelioma cancer has an extremely long latency interval, which means that signs of the disease won’t emerge until 30 to 50 years after the 1st exposure to asbestos. Pleural mesothelioma, that is certainly the most common form and affects the area throughout the lungs, might cause shortness of breath, chest pains, and also a persistent cough, which may bring about coughing up bloodstream.

  17. you are really a good webmaster. The site loading speed is incredible. It seems that you’re doing any unique trick. Furthermore, The contents are masterwork. you’ve done a fantastic job on this topic!

  18. Thanks for your article. Another issue is that to be a photographer entails not only trouble in taking award-winning photographs but also hardships in getting the best digital camera suited to your requirements and most especially problems in maintaining the grade of your camera. That is very real and evident for those professional photographers that are straight into capturing this nature’s eye-catching scenes – the mountains, the particular forests, the actual wild or the seas. Going to these amazing places absolutely requires a video camera that can live up to the wild’s tough areas.

  19. I just could not depart your web site before suggesting that I actually enjoyed the standard information a person provide for your visitors? Is gonna be back often in order to check up on new posts

  20. Hi, I also want to share my opinion at this time, when i donít know even about a trouble-free thing related to Personal home pages, I always go to explore that from net.

  21. 143971 961149Most useful human beings toasts should amuse and present give about the couple. Beginner audio systems previous to obnoxious throngs would be wise to remember often the valuable signal employing grow to be, which is to be an individuals home. very best man speech examples 894831


Please enter your comment!
Please enter your name here