EPISODE · Jul 31, 2024 · 43 MIN
159 ⎸ [STRATEGY] Managing Process vs. People with Becky Hesson
from The Ambitious Bookkeeper Podcast · host Serena Shoup, CPA
In this strategy episode, I coach Becky Hesson through some business roadblocks. We delve into challenges with marketing, managing people, and seeking better and more efficient ways of doing things. If you have a team, you’ll definitely wanna tune into this one!In this episode you’ll hear:the challenge of ensuring consistency in monthly reportsuse of automation tools for improving processesrecommendations for handling client responses & setting deadlinesopen-door policy, regular one-on-one meetings, and mentorship for team memberssolutions for transitioning responsibilitiesResources mentioned in this episode:Kickoff with Asana (affiliate link)AsanaNotionContent Snare (affiliate link)Xero AskSlackTeamsElevateBreakthrough (affiliate link)Meet BeckyANJUDI3 was founded to provide exceptional bookkeeping services to specialty beverage creators. The name comes from using the first two letters of each of the German exchange students' first names with whom Founder Becky Hesson was lucky enough to spend their junior year in high school. Becky started ANJUDI3 because she wanted to show the girls she hosted that they can do whatever they want to do using their positivity! Anja, Julia and Diana will always have a special place in her heart and will always be her special daughters!Connect with Becky📧 [email protected]📞 512-737-5760For more info about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Website: ambitiousbookkeeper.comBlog: ambitiousbookkeeper.com/blogIG: instagram.com/ambitiousbookkeeperLinkedIn: Linkedin.com/in/SerenaShoupFB: Facebook.com/serenashoupcpaRespond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/surveyOpt in to get the report or just skip straight to the survey! Either way, we appreciate your support. 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 strategy episode, I coach Becky Hesson through some business roadblocks. We delve into challenges with marketing, managing people, and seeking better and more efficient ways of doing things. If you have a team, you’ll definitely wanna tune into this one! In this episode you’ll hear: the challenge of ensuring consistency in monthly reportsuse of automation tools for improving processesrecommendations for handling client responses & setting deadlinesopen-door policy, regular one-on-...
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159 ⎸ [STRATEGY] Managing Process vs. People with Becky Hesson
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