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Ooma Blog

Ooma’s Guide to Running Your Business From Your Mobile Device

By Ken Narita|Wednesday December 11, 2019

Americans take more than 405 million business trips each year, according to the latest statistics from the Bureau of Transportation. Thanks to new technologies that enhance digital interconnectedness, it’s easier than ever to run your business from your mobile devices.

Whether you’re working from an airport lounge or driving between customer locations, we know how important it is to stay on top of your work and your projects. The infographic below shares best practices for running your business when on the go.

Run Your Business from Your Mobile Device

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Digital Storage in the Cloud

Cloud storage has grown significantly in the past decade, replacing individual hard drives and internal company servers. By storing files in the cloud, you can access them from any location and easily collaborate with co-workers.

There’s been significant growth among the top cloud service companies: Google Drive, Dropbox, and Microsoft OneDrive. Between 2014 and 2019, total user counts have more than doubled.

Currently, Google Drive is the most popular cloud storage app, exceeding 1 billion users in 2018. Dropbox and Microsoft OneDrive both experienced strong growth; however, between 2016 and 2019, user counts have plateaued and neither has announced any updates beyond 500 million users.

Users of Cloud Storage


  • 2011: 50 million
  • Nov. 2012: 100 million
  • Nov. 2013: 200 million
  • June 2015: 400 million
  • March 2016: 500 million
  • July 2019: More than 500 million

Google Drive

  • Nov. 2013: 120 million
  • June 2014: 190 million
  • Oct. 2014: 240 million
  • July 2018: 1 billion

Microsoft OneDrive

  • Nov. 2014: 250 million
  • Oct. 2015: 500 million
  • June 2019: More than 500 million

Staying in Touch

Email is critical to business success. As the number of daily emails sent or received continues to grow, it’s predicted that by 2020, we’ll exceed 300 billion daily emails.

Emails Sent or Received Per Day Worldwide

  • 2013: 182.9 billion
  • 2014: 191.4 billion
  • 2015: 205.6 billion
  • 2016: 215.3 billion
  • 2017: 269.0 billion
  • 2018: 281.1 billion
  • 2019: 293.6 billion
  • 2020: 306.4 billion (projected)
  • 2021: 319.6 billion (projected)
  • 2022: 333.2 billion (projected)
  • 2023: 347.3 billion (projected)

Even as the quantity of emails grows, there’s a shift from desktop to mobile. As of December 2018, 43 percent of all emails were opened on mobile devices, and that percentage continues to climb.

However, large companies are seeking to reduce email overload by integrating enterprise phone collaboration and IM solutions. In considering the shift of the workplace away from email, the New York Times said, “This multi-front attack on email is just beginning, but a wartime narrative already dominates: The universally despised office culture of replies and forwards and mass CCs and ‘looping in’ and ‘circling back’ is on its way out, and it’s going to be replaced by chat apps.”

Most workers expect an increase in virtual collaboration. In a Deloitte survey about communications channels, respondents expected to see shifts and increases in work from home and remote communications in the next three to five years.

Deloitte Survey Respondents Expect Growth in the Following Communication Channels:

  • Online collaboration platforms – 70%
  • Work-based social media – 67%
  • Instant messaging – 62%

Connectivity Beyond Wires on Premises

We all know that a fast and reliable Wi-Fi connection is critical for digital connectivity. Even in the movie “Dr. Strange,” when the main character travels to undergo training in the mystic arts, he’s given a piece of paper with a single word on it. Strange asks: “What is this, my mantra?” Mordo, his trainer, responds, “It’s the Wi-Fi password. We’re not savages.”

Presently, there are 362 million Wi-Fi hotspots worldwide, which is a 285 percent increase since 2016. The trend is shifting toward a larger share of internet traffic occurring wirelessly, via Wi-Fi or cellular data. In 2017, those two categories amounted to 52 percent of all internet traffic, and it’s predicted that they’ll grow to 71 percent of all traffic by 2022.

Global Internet Traffic


  • 48%: Wired
  • 52%: Wireless (Wi-Fi/Mobile)


  • 29%: Wired
  • 71%: Wireless (Wi-Fi/ Mobile)

Good Communication Is Good for Business

Jeb Blount, the CEO of Sales Gravy, believes a phone call is the most powerful way to communicate outside of an in-person meeting. “Sales is all about transferring emotions,” he says. “When your confidence and enthusiasm carry through your voice, people are more likely to talk to you.”

Joe Huff, co-founder of LSTN Headphones, agrees: “Even [after] just a 15-minute story about what we do and why, [people] say, ‘Wow, I read everything on your website, but to hear you tell it, there’s a huge difference.’ Because we have a passion-based business, it’s really important for us to get that across.”

Tools such as Ooma’s mobile app have been developed to keep business travelers connected to their office phone system while traveling. When making or receiving calls with the app, your work number displays to the caller even when you’re using your cell phone. This keeps a consistent and professional appearance to customers, partners, and co-workers without exposing your personal phone number from your cell phone. Additionally, you’ll never miss a voicemail, and you can easily transfer calls to a co-worker’s extension. You also have a virtual receptionist that can help to direct calls and maintain a professional business image when you’re out of the office.

Telephone access remains a critical part of business communications, and the Harvard Business Review states, “Customers still want to talk to a human being.” By 2020, 169 billion annual calls will be made to businesses. These communication points are exceedingly important to your customers’ experiences and your revenue stream. About 61 percent of mobile users call a business when they’re making a complex or high-value purchase. These calls are 10-15 times more likely to result in a successful sale or follow-up activity, as compared to a digital form submission.

Cloud phone systems make it possible to use a mobile phone to stay seamlessly connected to clients and co-workers. According to the Harvard Business Review, “Digital transformation efforts are incomplete unless they include voice communications.”

Learn how Ooma’s small business phone system and enterprise phone service can help you run your business more efficiently and keep your customers happy, whether you’re in the office or on the road.

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Ooma Telo White

Free Home Phone Service
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Ooma Telo Air

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Ooma Business Starter Pack

Ooma Phone Business Starter Pack

Comes with:
– 1 Ooma Office Base Station
– 2 Wireless extensions
*Compatible with existing analog phones

Choosing small business accounting software isn’t as much fun as making sales. Yet it is vital if you want to stay organized, minimize your taxes, and pay your bills accurately. When you use accounting software, you will be able to complete your payroll taxes much more quickly. You will also suffer far fewer cash flow surprises. Now, what critical features should you look for?

What should you look for in bookkeeping software?

Accounting tools can drown you in features, reports and data if you’re not careful. You don’t need a Fortune 500 style accounting system. Instead, look for a tool that helps you to manage and report on the following critical business activities.
  • Balance sheets. The ability to create these reports (e.g. assets and liabilities) is essential when you deal with banks, manage debt, and if you plan to sell your business someday. For example, it should be easy to report on current liabilities vs. long-term liabilities. This will tell you when and how to use your credit cards, cash and other resources for the best effect.
  • Cash flow management. The best accounting tools can automatically generate cash flow reports. These reports help you to decide how much of a cash reserve to hold and when you can afford new investments. Sometimes, cash is not enough, so plan by learning how to manage business credit now. The free perks you get with business credit cards (e.g. cashback on your card) are well worth the effort.
  • Creating invoices and sending invoices. You need to get paid! Many small business accounting tools let you send invoices directly from the package. Ideally, look for a solution that enables you to accept credit cards for payment as well.
  • Expense management. You can make millions in revenue, but what about profits? To obtain a clear picture of profitability, you need expense management functions. It is helpful to review reports on fixed costs (e.g. rent), variable costs (e.g. hourly employees), and other types of expenses. Using Ooma’s small business phone system makes expense management more manageable because you have a straightforward bill to manage each month.
  • Free trial. You are going to use your accounting tool on a weekly and monthly basis for years into the future. It is crucial that you like it and find it easy to use. Therefore, look for an accounting tool that gives you a free trial. If the company doesn’t advertise a free trial, contact the vendor and request a free trial.
  • Inventory management. Strictly speaking, this capability is only important if your business sells goods. For example, if you run a retail store, then you need to keep track of your inventory, cost and profits on each item sold.
  • Payroll taxes. Managing payroll taxes can get complicated because you need to consider requirements from federal and state governments. If you have multiple locations in different jurisdictions, payroll taxes may become more complex.
  • Sales tax management. Track and record sales tax on each sale so that you pay only the correct amounts.
  • Time tracking. If you offer services, time tracking is essential. For example, you might have a junior staff member with a $50 per hour billable rate and a $70,000 per year salary. To measure performance, you need a time-tracking capability. If you have a large team, you do not want to be the bottleneck for entering data into the system. Check to see if the accounting tool makes it easy for multiple people to complete their time tracking activities each month.
Tip: Meeting tax requirements requires specialized expertise. Therefore, consult your accountant to see if they have suggestions on critical features or accounting tools. They will also need the ability to download reports.

Business accounting tools for small business owners: Four starting options

To grow your business, you need to track your money. For example, can you afford to pay yourself a bonus or dividend this quarter? Reviewing your bank accounts only tells you your cash balance. Reviewing accounting reports will help you forecast expenses and make better-informed decisions. Here are four accounting tools you can consider to get started. In our research, we selected these four accounting tools because they have received a large number of positive reviews on Capterra, a business software website. FreshBooks (offers a free trial) Capterra reviews: 3200+ reviews, 4.5 stars out of 5 Built for small business owners, FreshBooks supports several important accounting features. You can create and send invoices directly through the system and accept credit card payments. FreshBooks also supports time tracking. The package also includes the option to explore reports to Excel for additional analysis. QuickBooks online (offers a free trial) Capterra reviews: 16000+ reviews, 4.5 stars out of 5 QuickBooks Online provides several different options depending on your needs. With the Simple Start plan, you are limited to one user, and you can perform basic tasks like managing receipts. With the higher-priced plans, you get additional features like adding other users (e.g. yourself, your bookkeeper, and accountant). Note that many small business accountants and bookkeepers are trained in QuickBooks. Sage 50cloud (free trial available) Capterra reviews: 200+ reviews, 3.7 stars out of 5 Do you rely on Microsoft Office? If so, take a close look at Sage 50cloud. This accounting tool includes integration with Outlook and Office applications. That’s valuable because you can look up a customer’s accounting status at a glance. In addition, Sage provides expense management features so you can track your expenses and forecast cash flow accurately. Once you have it set up, make sure you use the “1-click reports” to get a current picture of your sales, taxes and profitability. Zoho Books (free trial available) Capterra reviews: 400+ reviews, 4.4 stars out of 5 In contrast to Sage, Zoho Books is designed to integrate with more than 40 Zoho business apps. If you already use Zoho products like CRM Plus, Mail and Docs, Zoho Books is worth a close look. In terms of accounting features, you get time tracking, inventory management, and standard reports (e.g. cash flow and balance sheet). Zoho Books is also appealing because they offer several pricing tiers so you can get started with a small budget. Small business accounting software: make the most of your free trial Most accounting tools for small businesses offer features like cash flow and balance sheet reports. You will also find the ability to create and send invoices are widely available. So how do you choose which product is right for you? Start by asking for a recommendation from your accountant or bookkeeper. Second, check for technical compatibility (e.g. does the tool integrate with your credit cards, bank accounts and office software)? Based on these first two questions, you will probably narrow down the list to two or three options. The final step in choosing bookkeeping software is to get your hands dirty! Sign up for at least two free trial accounts. During those free trials, put some data in and see how the system performs. Do you like the built-in expense management features? Are you getting helpful insights to grow your business? Based on these assessments, choose the bookkeeping software that is easiest to use.