Is your business running on outdated systems that 'work' but feel awkward? It might be time for a renovation! Upgrading from spreadsheets to a practice management app, going paperless, implementing automation, and using a password manager can boost efficiency, security, and client experience. Plus, an online scheduler and templates save time and streamline operations. These aren’t just upgrades—they’re investments in your firm’s future, giving you more freedom and flexibility. Ready to renovate? Let’s get started!

Contingency planning is crucial for accounting and bookkeeping firms to maintain data security, service continuity, and regulatory compliance. This blog covers key strategies, such as documenting workflows, using password managers, ensuring client data backups, and preparing your team for unexpected disruptions. Implementing these steps ensures your business runs smoothly and your clients are well-supported during any unforeseen circumstances.

Streamline your workflows with these five tips: Start by defining your goal—know your endgame! Build around key milestones for structure, and don’t overcomplicate things—simple checklists work wonders. Add extras like tasks, notes, and automation later. Focus on processes that need love, like tricky steps or frequent missteps. Progress beats perfection every time, so dive in, tweak as you go, and make your business flow smoother than ever. You’ve got this—start creating your dream workflows today!

Kick off 2025 with five powerhouse business apps—from Form Builders and Online Schedulers to Password Managers, Practice Management, and Recording Tools. se user-friendly solutions automate repetitive work, enhance collaboration, and keep your firm organized, freeing you to focus on what truly matters: providing top-notch service and fostering client relationships. Explore each tool, start small, and level up as your business grows!

It doesn’t take much to move your day from the monotony of mundane tasks and manual systems to the magic of efficiency.

By changing up your tech stack with with the addition of an online scheduler, you will find yourself thinking of your day as rewarding rather than busy!

“Stop overthinking. Just do one thing.”

Is it time to realign your business for 2025? I’m taking a hard look at what I love doing, what I do best, and where I can bring the most value—now’s the perfect time to reset and head into the new year fresh and focused!

In life and business, running uphill builds strength, while walking downhill lets you enjoy the view—balance is key! Whether you're powering through challenges or slowing down to see the bigger picture, finding the right pace is essential for growth and success.

Choosing the right practice management app can be overwhelming—Discover the top thirteen must-have features in a practice management app for your accounting or bookkeeping firm. From custom fields and email integration to native automation and workflow templates, this list will help you streamline operations and bring efficiency to your day.

I am big on change; I am always iterating on my business models, app stack, systems and processes - so, of course, that means there are trials along the way.

Navigating the aftermath of Hurricane Ian has been a journey filled with challenges and small victories. And as I always say, "Change is hard. Not changing will be harder." This experience has reinforced that mantra, showing how embracing change, even when it's messy, ultimately leads to growth. Through the ups and downs of rebuilding, we've learned that adapting to the unexpected is key to moving forward.

Reflecting on my recent post about being "busy," I want to address those who feel overwhelmed by unavoidable commitments. While my tips aim to help manage controllable aspects of busyness, I empathize deeply with those facing unavoidable demands and hope to offer some understanding and support

Are you truly busy, or is it just a mindset? Explore why people identify as "busy" and find practical tips for organizing tasks and managing time effectively. Discover strategies to streamline to-do lists and reduce the feeling of being overwhelmed.

Struggling with tasks you dislike? Learn how focusing on services you love can streamline your workflow and boost efficiency, transforming your workday into a more enjoyable and productive experience.

Getting started on tasks is often the hardest part, but finishing something is the second hardest. Here are six simple steps to help you finish your everyday tasks efficiently, freeing up your time and headspace.

I see businesses who spend countless hours playing with technology, yet they haven’t honed their processes and workflows. I’m not saying not to have fun with technology - in fact, I think fun in the workplace is underrated. But don’t lose sight of the fact that technology will not help you achieve your business goals if you haven’t nailed down the basics of your business techniques.

Businesses can streamline the purchase process by creating online payment links. It is a super simple system to set up, and sharing the links is easy. You can use them for any type of online purchase or provide a payment process without manually creating invoices.

We work for our clients, but unlike many businesses, we need to collaborate to accomplish things. It’s not like many businesses where the interactions are transactional. Without cooperation on shared tasks and clear communication, we can not complete our work for them, and our workflows will remain incomplete, which is super frustrating.

I have discussed five key considerations for getting started on building your workflow, but they are scattered in posts here and there. In this post, I will consolidate five of my thoughts on workflow design and optimization.