How to Organize Your Small Business and Help Support Others

Running a small business is no easy task—especially if you’re a one-person show! But having one place to organize and save everything you need to run your small business? Now that’s a lifesaver. Bublup is a mobile and desktop app that is an ideal hub for all things business. Imagine one centralized place for your invoices, market research, logos, creative assets, orders, social media plans, and much more. Not only that, but it’s a digital environment that can help you support other small businesses too!

Organization Tips for Running Your Small Business

If you’re running a small business, you’re likely juggling many different hats (if not all of them!). Having multiple roles may never be easy, but having a great organizational system in place will certainly ease the burden.

Here are some areas where Bublup can lend a helping hand when you don’t want to pay for expensive software.

Invoicing

Saving your invoices in a visually organized system can be handy in more ways than one. We recommend creating a parent folder for your business and making a subfolder for invoices. Within your invoices folder, you can further organize by year, then month, then client. When tax season comes along, you’ll be very happy you did! You’ll also have a visual way of reflecting on how much work you did each month. 

Pro tip: Create or sync a Google Sheet that tracks your monthly income and save it in your business folder!

Tax Documents

Speaking of taxes, the sheer amount of documentation needed to file them can be extremely overwhelming. Compile all of your required forms and docs in a Bublup folder for an easy tax season (and who doesn’t want one of those?).

Every email that contains a tax document? Put it in your tax folder. The interest forms that you have to track down and download? Put them in your folder, too.

Furthermore, your business expenses can get their very own subfolder. Use the in-app camera to snap those receipts and save them. No matter what form your expenses take, Bublup’s ability to store any media type keeps things simple. At the end of the day, whether it’s you or an accountant doing your taxes, someone will be thrilled with this level of financial organization.

Contracts & Deliverables

Making folders for each of your clients can be immensely helpful. After going back and forth on contracts, save the final version in your client folder. If there are any important emails you’d like to hang on to, forward them directly to Bublup to keep them safe and organized.

If you produce digital deliverables as part of your services, Bublup is a great place for saving and sharing them with the client. Save the content in a folder and then create a Roll—it’s an instant website that beautifully organizes the content under a single URL. Clients can download the content straight from the Roll itself, and they will be oh-so-impressed. For step-by-step instructions, you can check out this blog post. 

Pro tip: A Roll is an excellent way to create a portfolio of your work when you’re out there pitching to new clients!

Creative Assets

Another handy thing to save in a folder is your creative assets. Whether it be variations of your logo, headshots, or even product shots, your brand-related media can all live in a folder. You’ll have no problem finding them when you need them in a pinch. You can also share assets with others by copying a shareable link!

Ways You Can Support Other Small & Local Businesses

Now that you’ve got a handle on how Bublup can help you run your own business, let’s talk about how to support small or local businesses when traveling.

For Travel

When it comes to traveling, how much better does it feel to support small, local businesses instead of tourist traps? SO much better, right? 

With Bublup, you can plan ahead and find those local gems by doing a bit of research. You can save your research in a folder, then create checklists for the local shops or restaurants you want to check out. When you arrive at your destination, all of these spots will be ready to access at your fingertips.

Pro tip: We love travel planning using Bublup on desktop and referencing our plans on the go using the mobile app!

For the Everyday

Supporting local businesses while traveling is great, but it’s even better when the businesses you support belong to your own local community. Consider using Bublup’s checklist feature to create shopping lists or save links to items you want to buy so you don’t forget. From the local farmers market to the boutique down the street, supporting those around you means they’ll be happy to support you too!

Conclusion

You don’t have to run your small business alone, and you have the power to help others with theirs! With Bublup, you can visually manage many aspects of your business and work towards supporting others as well. With the help of eye-catching folders that allow you to organize any media type, and features like checklists, Rolls, and shareable links, your business will be running smoother than ever.