Productive tips and tricks for Outlook users

January 28, 2022

If you’re looking to maximise efficiency in the workplace, you might not have considered Outlook as the first place to start.

Most of us consider Outlook as the industry standard for email, but it’s also an incredibly powerful business tool which encompasses contacts, calendars and all sorts of other organisational instruments. To increase productivity, save time and allow your day to become a little less cluttered, why not try incorporating some of these Outlook tips and tricks into your working regimen?


If you’re looking to maximise efficiency in the workplace, you might not have considered Outlook as the first place to start. Most of us consider Outlook as the industry standard for email, but it’s also an incredibly powerful business tool that encompasses contacts, calendars and all sorts of other organisational instruments. To increase productivity, save time and allow your day to become a little less cluttered, why not try incorporating some of these Outlook tips and tricks into your working regimen?


Put some colour in your calendar

Colour coding your Outlook calendar can help you to more effectively plan your day by highlighting different meeting types. Colours can be used to denote meeting locations, meeting subjects, or just about any other parameter you might want to use.


To change the colour of a particular set of meetings (in this example, we’ll highlight all meetings with your boss), simply follow these steps:


1) Click the ‘View’ tab within Outlook Calendar and select ‘View Settings’.

2) Select ‘Conditional Formatting.

3) Pick a colour.

4) Add a condition for colouration (choose the name of your boss as the meeting organiser).

5) Click ‘OK’.

6) Voila - all meetings with your boss will now be highlighted in the colour of your choice!


This process can be repeated for meetings of all different types - simply assign a different colour to each condition to create a perfectly organised calendar.


Automatically resize your images

If you find yourself regularly sending photos via Outlook, you’ll be aware that image sizes can vary wildly. It’s not uncommon to upload a photo from a smartphone or camera only to find that it’s far too big to be delivered via email. Even if the file size isn’t too big, the large dimensions of the photo could mess with the formatting of your email, resulting in an unprofessional, amateur-looking message. Thankfully, there’s an easy way to automatically resize images for email in Outlook.


1) Right-click on the picture you want to send in Windows Explorer and select ‘Send To -> Mail Recipient’.

2) A pop-up window should appear which allows you to change the picture to a standardised size.

3) This should reduce the dimensions and file size of your image.


If you’ve already attached the image within an email, you can still resize it. Simply click on ‘File’ and navigate to ‘Info’. From here, you can select ‘Resize large images when I send this message’, and from now on any images you attach will be automatically resized without you having to worry.


Change default meeting length

If your meetings tend to be longer or shorter than the default setting in Outlook (30 minutes), you may find it beneficial to change the default length within the software. This will allow you to keep control of a more accurate calendar, thereby creating opportunities to be more productive. Changing the default meeting length setting within Outlook is simple:


1) Click on ‘File’ and ‘Options’, and navigate to ‘Calendar’.

2) Under ‘Calendar’ options, you will find a checkbox marked ‘Shorten appointments and meetings’. Click in the checkbox.

3) A drop-down menu which was previously greyed out will appear, allowing you to choose the default length for appointments and meetings.


Display the total number of emails in an Outlook folder

By default, Outlook will display the number of unread emails in each folder, highlighted in blue to the right of the folder name. While this is perfect for certain folders, such as the ‘Inbox’, it might not be ideal for others, such as the ‘Action Required’ folder.


The ‘Action Required’ folder is useful for moving messages which require work. However, without knowing how many messages are in there, you could potentially lose track of your workload.


To switch from the number of unread items to total items, simply right-click on your folder of choice and select ‘Properties’. Instead of ‘show number of unread items’, select ‘show total number of items’ from the on-screen menu.


Clean up your conversations

If your inbox is full of emails that go back and forth with clients or colleagues (where email is used more like a messaging function), you might find yourself running out of storage space for other important messages. It’s therefore important to keep on top of your email conversations.


It’s often the case that you’ll find older emails in a conversation are included as part of the thread in the most recent replies. If you’ve got a copy of the full thread sitting in the latest email you’ve sent/received, it’s therefore fine to delete those older messages to free up some much-needed space.


The good news is that you won’t even have to do this manually. Outlook has its very own ‘Clean Up’ tool, which is situated next to the ‘Delete’ button. When you click ‘Clean Up’, you’ll be presented with three options:


- Clean Up Conversation (this reviews the currently-selected conversation).

- Clean Up Folder (this reviews all conversations within your selected folder).

- Clean Up Folder & Subfolders (this reviews all conversations within the selected folder and subfolders).


In this example, we’re going to choose ‘Clean Up Folder’ while in the ‘Inbox’. From here, Outlook will intelligently remove all redundant conversations within the ‘Inbox’ folder, leaving only pertinent conversations (including previous emails saved in the latest replies as part of a thread).


Schedule email delivery

If you want to compose a message right now but don’t intend on sending it until a specific time, Outlook allows you to create a schedule. Simply create an email, then click ‘Options’ and select ‘Delay Delivery’. From here, select ‘Do Not Deliver Before’, at which point you’ll be able to specify the date and time you wish your email to be sent. This tip is perfect for creating timely responses before you enter a busy afternoon full of meetings.


Create reminders with sticky notes

Digital sticky notes are great for jotting down small tasks which don’t warrant a manual entry into your calendar. Simply press the Ctrl + Shift + N keys on your keyboard from anywhere within the Outlook interface. This will create a new sticky note which can be positioned anywhere on your screen as a reminder of the small tasks you need to tackle. Once you’ve completed your tasks, you can close down the sticky note and move on to your next job.


Conclusion

Outlook is an incredibly powerful tool, yet far too many of us only use it for simple tasks. By taking these tips on board, you may find that your working day becomes far more productive than ever before. Why not impress your colleagues and begin saving time by implementing these simple tricks into your routine?


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By 360Accounting Services November 19, 2025
Running a small business in Australia is a journey filled with passion, hard work, and countless decisions. Amidst the daily operations, it’s easy to overlook one of the most critical aspects of long-term success: regular financial reviews. These aren't just about crunching numbers; they're about understanding the health of your business, identifying opportunities, and mitigating risks. Why Regular Financial Reviews are Non-Negotiable 1. Informed Decision-Making Without a clear picture of your finances, every business decision becomes a gamble. Regular reviews provide you with the data needed to make informed choices, whether it's about investing in new equipment, expanding your team, or adjusting your pricing strategy. 2. Identifying Trends and Opportunities Financial data often tells a story. By regularly reviewing your income statements, balance sheets, and cash flow reports, you can spot trends in revenue, expenses, and profitability. This allows you to capitalise on growth opportunities and address potential issues before they escalate. 3. Cash Flow Management Cash flow is the lifeblood of any business. Regular reviews help you monitor your cash inflows and outflows, ensuring you have enough liquidity to cover your operating costs and seize opportunities. It can also highlight potential cash flow shortages, giving you time to implement solutions. 4. Budgeting and Forecasting A well-constructed budget is a roadmap for your financial future. Regular reviews allow you to compare your actual performance against your budget, identify deviations, and adjust your forecasts accordingly. This iterative process helps you stay on track and plan more effectively. 5. Tax Compliance and Optimisation Australia's tax landscape can be complex for small businesses. Regular financial reviews, often in conjunction with a qualified bookkeeper or accountant, ensure you're meeting your tax obligations and taking advantage of all available deductions and incentives. 6. Measuring Performance Against Goals Every business sets goals, whether they're related to revenue growth, profit margins, or cost reduction. Financial reviews provide the metrics you need to track your progress and assess how effectively you're achieving your objectives. 7. Early Problem Detection Catching financial problems early can save your business from significant challenges down the line. Whether it's declining sales, increasing expenses, or unexpected liabilities, regular reviews act as an early warning system. How Often Should You Review Your Finances? The frequency of your financial reviews will depend on the size and complexity of your business. However, a good general guideline for most Australian small businesses includes: ● Weekly/Fortnightly: Quick check of cash flow and key performance indicators. ● Monthly: Detailed review of profit and loss, balance sheet, and cash flow statements. ● Quarterly: Comprehensive review, including budget vs. actual analysis, and planning for the next quarter. ● Annually: Year-end review, tax planning, and strategic financial planning for the coming year. Getting Started with Your Financial Reviews If the idea of regular financial reviews feels daunting, consider these steps: Set aside dedicated time: Treat financial reviews as a critical business activity, not an afterthought. Utilise accounting software: Tools like Xero, MYOB, or QuickBooks Online can automate much of the data collection and reporting. Work with a professional: A qualified bookkeeper or accountant can provide invaluable expertise, helping you interpret your data and make sound financial decisions. Regular financial reviews are not a burden; they are an investment in the stability and growth of your Australian small business. By making them a consistent part of your business routine, you empower yourself with the knowledge and insights needed to navigate challenges and seize opportunities, ensuring a healthier financial future. For more information on how we can assist with your financial reviews and bookkeeping needs, please contact us at https://www.360accountingservices.com.au 
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By 360Accounting Services November 5, 2025
Simple Financial Habits for Business Owners Running a business comes with a myriad of responsibilities, and sometimes, financial management can feel overwhelming. However, by adopting a few simple financial habits, business owners can maintain better control over their finances, ensure long-term stability, and reduce stress. This blog post will outline some essential practices that can make a significant difference. 1. Separate Business and Personal Finances This is perhaps the most fundamental rule for any business owner. Commingling funds can lead to confusion, complicate tax filings, and make it difficult to accurately assess your business's financial health. ● Open Separate Accounts: Set up distinct bank accounts and credit cards for your business. ● Avoid Personal Expenses from Business Accounts: Even small, seemingly insignificant personal purchases from your business account can create headaches. ● Pay Yourself a Salary: Treat yourself as an employee of your business and pay yourself a regular salary. 2. Track All Income and Expenses Accurate record-keeping is crucial for understanding where your money comes from and where it goes. This information is vital for budgeting, forecasting, and tax preparation. ● Use Bookkeeping Software: Invest in reliable accounting software like MYOB, Xero, or QuickBooks. These tools automate many tasks and provide clear financial reports. ● Categorise Transactions: Consistently categorise your income and expenses. This helps you identify spending patterns and areas for improvement. ● Keep Receipts: Digitise or keep physical copies of all business-related receipts. This is essential for auditing and expense verification. 3. Regular Review of Financial Statements Don't just record transactions; understand what they mean. Regularly reviewing your financial statements will provide insights into your business's performance. ● Profit and Loss (P&L) Statement: Review your P&L monthly to see your revenues, costs, and profits. ● Balance Sheet: Check your balance sheet quarterly to understand your assets, liabilities, and equity. ● Cash Flow Statement: Analyse your cash flow regularly to ensure you have enough liquidity to meet your obligations. 4. Create and Stick to a Budget A budget is your financial roadmap. It helps you allocate resources effectively, prevent overspending, and work towards your financial goals. ● Develop a Realistic Budget: Base your budget on historical data and realistic projections. ● Monitor and Adjust: Regularly compare your actual spending to your budget and make adjustments as needed. ● Allocate Funds for Taxes: Set aside a portion of your income for taxes, as estimated taxes can be a significant surprise if not planned for. 5. Build an Emergency Fund Just like personal finances, businesses need an emergency fund to weather unexpected challenges, such as a sudden drop in sales, equipment breakdown, or economic downturns. ● Set a Target: Aim to have at least 3-6 months of operating expenses saved. ● Automate Savings: Set up automatic transfers from your operating account to your savings account. 6. Regularly Reconcile Bank Statements Bank reconciliation ensures that your internal records match your bank statements. This helps catch errors, detect fraud, and verify the accuracy of your books. ● Monthly Reconciliation: Reconcile your bank accounts and credit card statements every month. ● Investigate Discrepancies: Promptly investigate any differences between your records and the bank's records. 7. Seek Professional Advice While these habits provide a strong foundation, there will be times when you need expert guidance. ● Consult a Bookkeeper or Accountant: A professional bookkeeper or accountant can help set up your systems, ensure compliance, and provide strategic financial advice. ● Tax Planning: Work with a tax professional to optimise your tax strategy and ensure you're taking advantage of all eligible deductions. By consistently practicing these simple financial habits, business owners can gain a clearer picture of their financial health, make informed decisions, and pave the way for sustainable growth. Start implementing these habits today, and watch your business thrive. For more detailed guidance and personalised support, contact us at 360 Accounting Bookkeeping Services. We're here to help your business succeed. Contact Us: Phone: Parikshit Kikla (PK) Email: pkikla@360accountingservices.com.au Website: https://www.360accountingservices.com.au/
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By 360Accounting Services November 19, 2025
Running a small business in Australia is a journey filled with passion, hard work, and countless decisions. Amidst the daily operations, it’s easy to overlook one of the most critical aspects of long-term success: regular financial reviews. These aren't just about crunching numbers; they're about understanding the health of your business, identifying opportunities, and mitigating risks. Why Regular Financial Reviews are Non-Negotiable 1. Informed Decision-Making Without a clear picture of your finances, every business decision becomes a gamble. Regular reviews provide you with the data needed to make informed choices, whether it's about investing in new equipment, expanding your team, or adjusting your pricing strategy. 2. Identifying Trends and Opportunities Financial data often tells a story. By regularly reviewing your income statements, balance sheets, and cash flow reports, you can spot trends in revenue, expenses, and profitability. This allows you to capitalise on growth opportunities and address potential issues before they escalate. 3. Cash Flow Management Cash flow is the lifeblood of any business. Regular reviews help you monitor your cash inflows and outflows, ensuring you have enough liquidity to cover your operating costs and seize opportunities. It can also highlight potential cash flow shortages, giving you time to implement solutions. 4. Budgeting and Forecasting A well-constructed budget is a roadmap for your financial future. Regular reviews allow you to compare your actual performance against your budget, identify deviations, and adjust your forecasts accordingly. This iterative process helps you stay on track and plan more effectively. 5. Tax Compliance and Optimisation Australia's tax landscape can be complex for small businesses. Regular financial reviews, often in conjunction with a qualified bookkeeper or accountant, ensure you're meeting your tax obligations and taking advantage of all available deductions and incentives. 6. Measuring Performance Against Goals Every business sets goals, whether they're related to revenue growth, profit margins, or cost reduction. Financial reviews provide the metrics you need to track your progress and assess how effectively you're achieving your objectives. 7. Early Problem Detection Catching financial problems early can save your business from significant challenges down the line. Whether it's declining sales, increasing expenses, or unexpected liabilities, regular reviews act as an early warning system. How Often Should You Review Your Finances? The frequency of your financial reviews will depend on the size and complexity of your business. However, a good general guideline for most Australian small businesses includes: ● Weekly/Fortnightly: Quick check of cash flow and key performance indicators. ● Monthly: Detailed review of profit and loss, balance sheet, and cash flow statements. ● Quarterly: Comprehensive review, including budget vs. actual analysis, and planning for the next quarter. ● Annually: Year-end review, tax planning, and strategic financial planning for the coming year. Getting Started with Your Financial Reviews If the idea of regular financial reviews feels daunting, consider these steps: Set aside dedicated time: Treat financial reviews as a critical business activity, not an afterthought. Utilise accounting software: Tools like Xero, MYOB, or QuickBooks Online can automate much of the data collection and reporting. Work with a professional: A qualified bookkeeper or accountant can provide invaluable expertise, helping you interpret your data and make sound financial decisions. Regular financial reviews are not a burden; they are an investment in the stability and growth of your Australian small business. By making them a consistent part of your business routine, you empower yourself with the knowledge and insights needed to navigate challenges and seize opportunities, ensuring a healthier financial future. For more information on how we can assist with your financial reviews and bookkeeping needs, please contact us at https://www.360accountingservices.com.au 
By 360Accounting Services November 12, 2025
Staying Organised: Financial Document Management Tips In today's fast-paced world, keeping your financial documents in order can seem like a daunting task. However, proper financial document management is crucial for everything from tax season to personal financial planning. This blog post will provide you with practical tips to help you stay organised and on top of your finances. Why is Financial Document Management Important? Effective financial document management offers several benefits: ● Easier Tax Preparation: Having all your documents readily available makes tax season less stressful and reduces the chances of errors. ● Improved Financial Planning: A clear overview of your financial records allows for better budgeting and future planning. ● Protection Against Fraud: Organised documents can help you quickly identify and report suspicious activity. ● Access to Important Information: Whether it's for a loan application or an insurance claim, quick access to your documents is invaluable. Essential Tips for Financial Document Management 1. Digitise Your Documents One of the most effective ways to manage your financial documents is to go paperless where possible. ● Scan and Save: Use a scanner or a scanning app on your smartphone to convert physical documents into digital files. Save them in a secure, cloud-based storage system like Google Drive or Dropbox. ● E-Statements: Opt for electronic statements from your bank, credit card companies, and utility providers. This reduces paper clutter and often provides immediate access to your statements. 2. Create a Consistent Filing System Whether you prefer physical or digital files, a consistent and logical filing system is key. ● Categories: Create clear categories for your documents, such as: ○ Bank Statements ○ Credit Card Statements ○ Loan Documents ○ Investment Records ○ Tax Documents ○ Insurance Policies ○ Utility Bills ● Sub-Categories: Within each category, consider sub-categories by year or type. ● Naming Convention (Digital): For digital files, use a consistent naming convention (e.g., "Bank_Statement_2025_October"). 3. Implement Regular Review and Purge Cycles Don't let documents pile up. Schedule regular times to review and purge unnecessary papers and files. ● Monthly Review: Dedicate an hour each month to sort through new documents, file them, and shred anything you no longer need. ● Annual Purge: Before the end of the year, do a comprehensive review of all your financial documents. Dispose of anything that has exceeded its retention period. 4. Secure Your Documents Protecting your financial information is paramount. ● Physical Documents: Store important physical documents (e.g., property deeds, birth certificates) in a fireproof safe or safety deposit box. ● Digital Documents: ○ Use strong, unique passwords for your online accounts and cloud storage. ○ Enable two-factor authentication (2FA) wherever possible. ○ Back up your digital files regularly to an external hard drive or another secure cloud service. 5. Know What to Keep and For How Long It's important to understand the retention periods for different types of financial documents. Document Type Tax Returns & Records Bank Statements Credit Card Statements Loan Documents Investment Statements Insurance Policies Utility Bills Property Deeds 6. Utilise Financial Management Software Consider using personal finance software or apps to help track expenses, manage budgets, and even link to your bank accounts for automated categorisation. This can significantly reduce the amount of manual organisation required. Conclusion Organising your financial documents doesn't have to be overwhelming. By implementing these tips – digitising, creating a consistent filing system, regular reviews, securing your information, and understanding retention periods – you can achieve a more streamlined and less stressful approach to financial management. Start today, and give yourself the peace of mind that comes with being financially organised. For more financial tips and advice, subscribe to our newsletter and follow us on social media!
By 360Accounting Services November 5, 2025
Simple Financial Habits for Business Owners Running a business comes with a myriad of responsibilities, and sometimes, financial management can feel overwhelming. However, by adopting a few simple financial habits, business owners can maintain better control over their finances, ensure long-term stability, and reduce stress. This blog post will outline some essential practices that can make a significant difference. 1. Separate Business and Personal Finances This is perhaps the most fundamental rule for any business owner. Commingling funds can lead to confusion, complicate tax filings, and make it difficult to accurately assess your business's financial health. ● Open Separate Accounts: Set up distinct bank accounts and credit cards for your business. ● Avoid Personal Expenses from Business Accounts: Even small, seemingly insignificant personal purchases from your business account can create headaches. ● Pay Yourself a Salary: Treat yourself as an employee of your business and pay yourself a regular salary. 2. Track All Income and Expenses Accurate record-keeping is crucial for understanding where your money comes from and where it goes. This information is vital for budgeting, forecasting, and tax preparation. ● Use Bookkeeping Software: Invest in reliable accounting software like MYOB, Xero, or QuickBooks. These tools automate many tasks and provide clear financial reports. ● Categorise Transactions: Consistently categorise your income and expenses. This helps you identify spending patterns and areas for improvement. ● Keep Receipts: Digitise or keep physical copies of all business-related receipts. This is essential for auditing and expense verification. 3. Regular Review of Financial Statements Don't just record transactions; understand what they mean. Regularly reviewing your financial statements will provide insights into your business's performance. ● Profit and Loss (P&L) Statement: Review your P&L monthly to see your revenues, costs, and profits. ● Balance Sheet: Check your balance sheet quarterly to understand your assets, liabilities, and equity. ● Cash Flow Statement: Analyse your cash flow regularly to ensure you have enough liquidity to meet your obligations. 4. Create and Stick to a Budget A budget is your financial roadmap. It helps you allocate resources effectively, prevent overspending, and work towards your financial goals. ● Develop a Realistic Budget: Base your budget on historical data and realistic projections. ● Monitor and Adjust: Regularly compare your actual spending to your budget and make adjustments as needed. ● Allocate Funds for Taxes: Set aside a portion of your income for taxes, as estimated taxes can be a significant surprise if not planned for. 5. Build an Emergency Fund Just like personal finances, businesses need an emergency fund to weather unexpected challenges, such as a sudden drop in sales, equipment breakdown, or economic downturns. ● Set a Target: Aim to have at least 3-6 months of operating expenses saved. ● Automate Savings: Set up automatic transfers from your operating account to your savings account. 6. Regularly Reconcile Bank Statements Bank reconciliation ensures that your internal records match your bank statements. This helps catch errors, detect fraud, and verify the accuracy of your books. ● Monthly Reconciliation: Reconcile your bank accounts and credit card statements every month. ● Investigate Discrepancies: Promptly investigate any differences between your records and the bank's records. 7. Seek Professional Advice While these habits provide a strong foundation, there will be times when you need expert guidance. ● Consult a Bookkeeper or Accountant: A professional bookkeeper or accountant can help set up your systems, ensure compliance, and provide strategic financial advice. ● Tax Planning: Work with a tax professional to optimise your tax strategy and ensure you're taking advantage of all eligible deductions. By consistently practicing these simple financial habits, business owners can gain a clearer picture of their financial health, make informed decisions, and pave the way for sustainable growth. Start implementing these habits today, and watch your business thrive. For more detailed guidance and personalised support, contact us at 360 Accounting Bookkeeping Services. We're here to help your business succeed. Contact Us: Phone: Parikshit Kikla (PK) Email: pkikla@360accountingservices.com.au Website: https://www.360accountingservices.com.au/