The 7-Step Pathway to Reducing Your Workload

You may be starting an accounting firm and unsure how to build it without burning yourself out, or you may have a 6- or 7-figure firm where you’re working too much. I’ll share a 7-step path you can follow to significantly minimize your workload.

Listen Below.

1:17The goal of each step will be to better systematize your business and/or significantly shield your time from areas that you should not be involved in.

2:00Step 1 in the pathway to reduce your workload is to standardize your packages across your client base 

2:08This is important for twofold reasons, which I’ve discussed on many occasions, notably in episode 76

3:35You’ll have set yourself with the right foundation to move to step 2 of the pathway.

4:35 – Step 3 of your pathway is to implement capacity planning reporting.

4:53I speak about the importance of capacity planning in episode 51 if you want to hear more about it.

5:53 – So, what I’m suggesting here is to hire a head of customer success as step 4 of your pathway to reducing your hours.

6:26 – Step 5 is about ensuring that your business doesn’t grow into a huge mess by hiring a Director of Operations for your business.

6:34 – I spoke specifically about the importance of this role in episode 81 of this podcast

7:04Step 6 in your pathway to reducing your workload is about standardizing all processes in your business.

7:42 – Last step in your pathway to reducing your workload is to implement a strategic plan and stick to it.

8:41 – In fact, I view your strategic plan as probably the largest time saver on this entire list. I talk about this in episode 61.

Work Less.
2x Your Prices.
(4 Steps)

There's a simple 4-step process you can follow to double your prices as soon as this week.

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    Work Less.
    2x Your Prices.
    (4 Steps)

    There's a simple 4-step process you can follow to double your prices as soon as this week.

    Type your email below and I'll share it with you right now for free.

      We respect your privacy. Unsubscribe at any time.

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      The 7-Step Pathway to Reducing Your Workload

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