EPISODE · Dec 6, 2023 · 23 MIN
127 | [STRATEGY] Effectively Training & Mentoring Your Bookkeeping Team with Joanne Sharma
from The Ambitious Bookkeeper Podcast · host Serena Shoup, CPA
In this 1-1 Strategy Session with Joanne Sharma, a former Coaching Client of mine, we dive into some logistics of effectively reviewing, mentoring, and training a team. So if you’re thinking of hiring a bookkeeper for your team or already have a team but are struggling with expectations and training, tune in to this episode!In this episode you’ll hear:How we help our bookkeepers take responsibility for checking their workSome of the things I review (or my account manager)mindset behind building a teamResources mentioned in this episode:Breakthrough for BookkeepersMeet Joanne:I became a bookkeeping expert and Quickbooks Proadvisor after my first career as an engineer in the construction industry. While I graduated from Brown University with a bachelor’s degree in Mechanical Engineering I’ve always had a love of business and learning what made a business successful. Years ago, once I discovered my love of helping business owners make sense of their numbers, I went all in and took multiple courses and certifications in bookkeeping and small business finances.Connect with Joanne:🌐 Website: https://www.joannesbookkeeping.com/📱 LinkedIn: https://www.linkedin.com/in/joanne-sharmaThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Listen to the FREE Private Podcast >>The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!
What this episode covers
In this 1-1 Strategy Session with Joanne Sharma, a former Coaching Client of mine, we dive into some logistics of effectively reviewing, mentoring, and training a team. So if you’re thinking of hiring a bookkeeper for your team or already have a team but are struggling with expectations and training, tune in to this episode! In this episode you’ll hear: How we help our bookkeepers take responsibility for checking their workSome of the things I review (or my account manager)mindset behin...
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127 | [STRATEGY] Effectively Training & Mentoring Your Bookkeeping Team with Joanne Sharma
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