What’s Keeping You from Having Freedom in Your Bookkeeping Business?
We recently asked our readers “What’s Keeping You from Having Freedom in Your Bookkeeping Business?” and we got so many great responses! Here’s a good one from Lee S –
“My sense is that I need to implement a standardized approach to routine services. I’ve worked alone so much of my life that I “just do it.” This impedes delegation and can be prone to omission.
Hi Lee,
You have great instincts! Creating a standard approach and systemizing routine services is one of the keys to creating freedom in your bookkeeping business. Systemization helps you to deliver consistent results to your clients, increase delegation while at the same time empowering the success of the person you have delegated the task to!
When you begin to create standard processes it can be a bit overwhelming. Here are a few tips:
Ø Create an outline of one functional area at a time. For example, accounts payable or accounts receivable.
Ø As you are performing the accounts payable function, compare the actual tasks you are performing to your list and make the necessary modifications.
Ø Follow your modified list as you complete accounts payable for a couple of different clients to ensure you have captured all of the steps applicable to your process.
Linda and Laurie
