I used to be so cringe …

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How to avoid a cringe moment like this:

Something embarrassing happened to me once…

And I’m finally ready to talk about it.

Back then, I was cringing so badly and I didn’t want anyone to know about it.

Here’s what happened…

A while back, I was constantly dropping the ball on important tasks. I’d write things down on sticky notes, send myself reminder emails, or just keep a mental list of what I needed to do. I even bought a very cute spendy planner and spent way too much time making it cute. But inevitably, something would slip through the cracks—whether it was missing a client deadline, forgetting to follow up on an invoice, or overlooking a key project detail. It was chaos!

The worst part? It wasn’t that I didn’t have enough time—I just didn’t have a good system to manage everything.

Then, I found ClickUp, and it was a total game-changer. Once I started using it to organize all my tasks, set reminders, and track projects, I stopped relying on memory alone. Suddenly, I had a clear plan for my day, my week, and even my month. No more flipping through planner pages trying to find that ONE note that I needed for the project. No more missed tasks, no more last-minute scrambles.

I could easily have never spoken about it to anyone to save myself from getting more embarrassed…

But I actually learned a lot from it and it also helped me get where I am today.… And I wanted to spare you from the embarrassment in case you are making the same mistake.

Here’s what I gained from the experience:

• A reliable system beats memory every time: Relying on memory alone leads to missed tasks and unnecessary stress. Having a centralized system like ClickUp or Asana or Trello helps keep everything organized and visible.
• Automation saves time and prevents errors: Tools like ClickUp allow you to set reminders, assign due dates, and create workflows that ensure nothing slips through the cracks, making it much easier to stay on track.
• Organization boosts productivity: Once I started using a proper task management tool, I found I had more mental space to focus on important work rather than worrying about what I might be forgetting.

This ultimately improved my efficiency and output. Even though I was embarrassed back then, I am glad I went through it anyway…
Because I learned something important. And now you know too…
—Amanda Saye
PS: New to bookkeeping for your small business? Get my Beginners Guide to Bookkeeping 

Building Your Business Emergency Fund: A Must-Have Safety Net!

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Starting a business is an adventure filled with excitement and challenges. One of the smartest moves you can make early on? Establishing an emergency fund. An emergency fund isn’t just a good idea it’s your business’s safety net for those “just in case” moments. Here’s how you can start building yours today:

Start Small, Aim Big

Begin by setting aside a small, manageable amount each month. Over time, aim to save enough to cover 3-6 months of operating expenses.

Cut Unnecessary Costs

Review your expenses regularly and cut down on non-essential spending. Every penny saved is a penny closer to your safety net.

Open a Dedicated Savings Account

Your emergency fund should be easily accessible without being too tempting to use for non-emergencies. Consider a separate savings account or a money market account for the right balance of access and growth.

Automate Your Savings

Set up automatic transfers to your emergency fund. It’s an effortless way to ensure consistent savings without having to think about it.

Reevaluate and Adjust

As your business grows, so will your operating expenses. Reevaluate your emergency fund regularly to ensure it matches your current needs.

An emergency fund can be the difference between weathering a storm and facing a financial crisis. Start building yours today to ensure your business stays resilient no matter what comes your way.

Let’s build a secure foundation for your business together! If you need help finding bookkeeping services that fit your business needs, schedule a a call with us today!