159 ⎸ [STRATEGY] Managing Process vs. People with Becky Hesson

The Ambitious Bookkeeper Podcast

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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 reports
• use of automation tools for improving processes
• recommendations for handling client responses & setting deadlines
• open-door policy, regular one-on-one meetings, and mentorship for team members
• solutions for transitioning responsibilities

Resources mentioned in this episode:

• Kickoff with Asana (affiliate link)
• Asana
• Notion
• Content Snare (affiliate link)
• Xero Ask
• Slack
• Teams
• Elevate
• Breakthrough (affiliate link)

Meet Becky
ANJUDI3 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
📧 [e-mail]
📞 512-737-5760

For more info about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Website: ambitiousbookkeeper.com
• Blog: ambitiousbookkeeper.com/blog
• IG: instagram.com/ambitiousbookkeeper
• LinkedIn: Linkedin.com/in/SerenaShoup
• FB: Facebook.com/serenashoupcpa

Luvut

1. Introduction and Welcome (00:00:00)

2. Meet Becky Hessen (00:01:34)

3. Current Business Setup (00:03:37)

4. Challenges and Pain Points (00:05:07)

5. Developing a Handoff Plan (00:06:24)

6. Managing Client Communication (00:17:51)

7. Escalation Process for Client Communication (00:21:56)

8. Managing Overwhelm in Leadership Roles (00:23:30)

9. Mentorship and Process Improvement (00:23:59)

10. Effective Communication with Bookkeepers (00:24:42)

11. Reviewing and Refining Processes (00:25:51)

12. Creating a Culture of Continuous Improvement (00:26:17)

13. Implementing Project Management Tools (00:27:59)

14. Ensuring Consistency in Monthly Tasks (00:30:01)

15. Handling Client Delays and Automating Reminders (00:32:01)

16. Detailed Monthly Accounting Process (00:34:44)

17. Final Thoughts and Actionable Steps (00:40:01)