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You’ve heard the old saying—which comes first

You’ve heard the old saying—which comes first the 🐓chicken or the 🥚egg?

Well in bookkeeping, I think a better question might be… Which do you hire first, a bookkeeper or an assistant?

This is one of the most frequently asked questions I get from my students, and for good reason! Before we get into what I generally advise, I want you to understand that there’s a big difference between revenue-generating and non-revenue-generating employees.

💸 Money is the easiest thing to measure in your business, but it’s not always the most important thing. 💸

#bookkeeper #virtualassistant

Rather, I urge you to switch your focus to MTE:

💰Money
⏰ Time
⚡ Energy

Ultimately, a revenue-generating employee should generate you money, AND save you time and energy.

A non-revenue-generating employee won’t make you money directly, but they can save you an immense amount of time and energy. That’s time and energy you can use to go after the bigger, higher-paying clients and scale your business. So if you think of it that way, these employees can actually help you generate revenue as well (just in a roundabout way).

CAN I INTERVIEW YOU? I need some 💓 help 💓

CAN I INTERVIEW YOU?

I need some 💓 help 💓 my friends - I am in the next stage of evolution - for my community, my programs, and my content.

How can you help me get better?

Well, I am looking to interview 3-5 women who are looking to launch a bookkeeping business, currently side hustle, or have a bookkeeping firm.

The interview should take 20-30 minutes and you will receive $25 gift certificate to Amazon or Starbucks for your time

One small detail - you cannot have purchased any paid products from me before :).

If you are available over the next week and are interested please DM me!

Thank you!

Do you know the #1 thing you can do to keep employ

Do you know the #1 thing you can do to keep employees satisfied?

(Honestly, this is kind of a no-brainer.) 😮

You should treat them with excellence and care about them as human beings.

Small gestures will go a long way, so never underestimate the power of celebrating birthdays or holidays, creating fun team activities, and fostering a culture of positivity and caring.

Instead of having yearly reviews, I prefer to connect with key employees once a quarter over coffee (I affectionately refer to this as "tea-time"). It’s a much less formal and intense feeling, plus it enables us to work together proactively to address concerns (rather than wait until the year’s over to talk through issues that could have been resolved months ago).

I’ll leave you with my final piece of advice for retaining and training employees… and that’s to invest in your people. Give them opportunities to learn and build their skill sets. Not only do you increase your employees’ value to you and your clients, but you make them feel appreciated too.

P.S. ‼️ Wowza - the priority list for Bookkeepers Business Incubator is growing every day. Grab your spot before it fills (it’s free!). BBI 2.0 is coming and trust me, if you are a bookkeeper who wants to scale and grow, you should grab your spot. 🔗 in my bio!

#bosslady #clientadvisoryservices

What should your training program look like? Incl

What should your training program look like?

Include the most important aspects of your business like:
💪 Your standard operating procedures (SOPs)
💪 A debrief on current clients
💪 A review of software platforms (including why you use them)
💪 How you manage your bookkeeping work
💪 Opportunities for new hires to get support, training or help

Btw, that last one is especially critical. You must, must, must be willing to nurture relationships with new team members, which means giving them your time and attention. Failing to give your team members your time is not only disrespectful, and it will only land you back at square one when they leave.

I can’t reiterate this enough: When you’re organized and you have your ducks in a row, you will create a more positive experience with your new hires. The better the experience you create, the greater your retention rate will be (just like with clients!).

Last month I went to Scaling New Heights in Orland

Last month I went to Scaling New Heights in Orlando which is one of the largest accounting technology conferences in the country.

I was so pumped I put together a detailed presentation of everything I found out called the The Future of Bookkeeping and I’m bringing it back for anyone who missed it!

If you want a debrief on the things you must know about the future of our industry, you don’t want to miss this.

Things like….
🤖 Where we are going with AI (no! AI is not taking your job but this is not a drill get prepared)
❌ Why you might not be calling yourself a bookkeeper for much longer
🤑 How to take advantage of the 3 trillion (YES TRILLION) dollars coming into the mergers and acquisition space (meaning if you want to sell your practice this is MUST know info)
🚀 How quantum computing is going to change everything��But I do want to ask if you can help me with one thing….�

Can you just a 1-min, 1-question survey at the 🔗 in my bio??�

The training becomes immediately available to you after you answer.

Come ride this wild train into the future with me!

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