Episode 14: Automating Financial Systems in your Private Practice (with Kasey Compton)

"The goal of your business is always profitability, but the purpose of your business is to help people and impact the community." -Kasey Compton Register for our FREE Live Profit First Webinar on Dec. 18th, at 1 PM EST - CLICK HERE! Automating financial systems in your business is necessary in order to thrive! This week, we chat with Kasey Compton of Consult with Kasey and talk all things automation and systems. We cover systems to make your billing, payroll, accounting, and so much more a breeze. (HINT: Make sure to listen to the full episode for the secret code to access Kasey's mentorship program!) Episode Highlights: Change Over Time : Keep track of the systems you are using as your business grows and changes over time (you can use Google Docs for example) Growth: As your business expands, make sure to create systems in the beginning that can make transitions easier in the future Communication: Applying automatic systems will show you what areas of your business need attention at a specific time (hiring, target marketing, expansion, etc.) Data-Drive Decisions: Instead of making decisions for your business based on feeling, make sure you have data and numbers to make those decisions confidently The Order to Automate: The systems you implement will vary based on your business needs Marketing systems - generating leads and clients Billing systems - filing claims and making sure your business is bringing in money Onboarding systems - hiring your team and expanding your business Links & Resources: Kasey Compton Consult with Kasey Mindsight Partners Zapier Profit First Fix This Next The Goal by Eliyahu Goldratt GreenOak Accounting Therapy For Your Money Podcast