bookkeeper

It's so easy to assume that we must solve the problems that come up in business. Whether it's because you are a technician turned business owner and actually are the most expert person on your team or because you've trained your team to come to you with problems, at a certain point, you being the sole problem-solver becomes unsustainable.

It's much harder in the short term to equip and empower others to come to you with solutions instead of problems. But this is what it looks like to build a healthy and sustainable firm.

The benefits of equipping more problem-solvers in your organization are massive! You get to watch employees grow, you solve tougher, more challenging problems - so you grow, and you get to use your valuable time more effectively.

You just have to get out of your own way.

Join us as Jill and Anna discuss the benefits and the challenges of approaching leadership from a different perspective, allowing other people the opportunity to learn and grow and yes, even sometimes make mistakes.  

Podcast Sponsors + Advertisers:
Accrew

Follow the Going to Be Good Podcast on Social Media:
twitter.com/goinggoodpod/
linkedin.com/company/goinggoodpodcast/
facebook.com/people/goinggoodpodcast/
instagram.com/goinggoodpodcast/

Review:
Leave a review on Apple Podcasts or Podchaser

Our guest is the Founder and CEO of PPS Solutions. His name? John Hannum. 

This episode reviewed the role of a CFO and the importance of financial planning and strategy in business operations. John Hannum, the founder of PPS Solutions, provided insights into the differences between a CFO, CPA, and bookkeeper, emphasizing the scarcity of CFOs compared to the high demand for financial acumen in small businesses. The conversation also explored the evolution from entrepreneurs managing all aspects of their business to the need for specialized financial expertise as companies expand. Hannum stressed the importance of understanding finance as a fundamental aspect of business growth and sustainability.

He also touched on the benefits of finding a CFO to work with and the importance of vetting candidates for industry experience and understanding of financial concepts. Hannum underscored the significance of regular interaction for businesses to maintain financial stability and the need for access to a CFO during crucial decision-making. The conversation also delved into the personal business backgrounds of the participants, with John sharing his formative experience working in his parents' business and the impact it had on his career trajectory. 

Finally, they discussed the development of the subscription model for PPS Solutions and the satisfaction Hannum derives from seeing entrepreneurs and businesses succeed. The conversation emphasized the collaborative nature of finance and the importance of having a financial perspective at the table for better results and planning in business operations. 

-----------------------------------------

PPS provides a strategic partnership to business leaders as well as administrative support to take the burden of running a business off the entrepreneurs who should be out growing the businesses they’re passionate about.

FOR A CONSULTATION VISIT ppsfinance.com

Please Rate & Review
Visit Parent Company Altogether Marketing LLC

Visit www.tri-merit.com to learn more!
Connect with Randy on LinkedIn 👉  https://www.linkedin.com/in/randy-crabtree-1945a67/
-
Connect with Insightful Accountant! 

Website 👉 http://insightfulaccountant.com/ 

Subscribe to our newsletter 👉 https://insightfulaccountant.activehosted.com/f/2 

Twitter 👉 https://twitter.com/insightfulActnt

Facebook 👉 https://www.facebook.com/insightfulActnt/ 

LinkedIn 👉 https://www.linkedin.com/company/insightful-accountant/ 

YouTube 👉 https://www.youtube.com/@InsightfulAccountant
 

Effective client relationships always start with effective communication. From the way we approach sales to how we're going to work together ongoing all the way to ending services, working with clients should feel collaborative.

And for it to be a true partnership, we need to be on the same team!

That starts in the sales process - we should be looking for a win-win solution, whether or not that means we end up working together. The goal is to ensure we're a good fit on both sides. 

Once we've both agreed that working together will be mutually beneficial, we move into onboarding, which requires us to set clear, reasonable expectations at the door.

Then, when we're working together ongoing, we should all be on the same page about what is our part vs. the client's part in achieving our shared goals. And along the way, we'll still need to iron out the details! That's what partnering looks like.   

And even when it's time to call it, that should be as positive as it can be, and when possible, collaborative! Whether we're celebrating a client selling their business, retiring, or just outgrowing our services, because they're ready to hire an internal accounting team, we want to show up as humans who care. And even when it becomes obvious that we're not meeting each others' needs, on either side, we can still show up in a way that doesn't put us at odds with each other. 

Listen in as Anna and Jill talk about what it should take to set clients up for success and work together with clients in a way that makes an ongoing partnership sustainable and positive.

Podcast Sponsors + Advertisers:
Accrew

Follow the Going to Be Good Podcast on Social Media:
twitter.com/goinggoodpod/
linkedin.com/company/goinggoodpodcast/
facebook.com/people/goinggoodpodcast/
instagram.com/goinggoodpodcast/

Review:
Leave a review on Apple Podcasts or Podchaser

Connect with Insightful Accountant! 

Website 👉 http://insightfulaccountant.com/ 

Subscribe to our newsletter 👉 https://insightfulaccountant.activehosted.com/f/2 

Twitter 👉 https://twitter.com/insightfulActnt 

Facebook 👉 https://www.facebook.com/insightfulActnt/ 

LinkedIn 👉 https://www.linkedin.com/company/insightful-accountant/ 

YouTube 👉https://www.youtube.com/@InsightfulAccountant

Connect with Jeff Bartsch on LinkedIn: https://t.ly/iaCDj

Connect with Insightful Accountant 

Website: http://insightfulaccountant.com/ 

Subscribe to our newsletter: https://insightfulaccountant.activehosted.com/f/2 

Twitter: https://twitter.com/insightfulActnt 

Facebook: https://www.facebook.com/insightfulActnt/ 

LinkedIn: https://www.linkedin.com/company/insightful-accountant/ 

YouTube: https://www.youtube.com/@InsightfulAccountant

Have you ever felt like an imposter in your own success story, grappling with self-doubt despite your achievements?

You're not alone, and just when it seems insurmountable, this very syndrome can morph into an unexpected catalyst for growth. Join me, Shireen Botha, and a dynamic panel of business professionals as we unravel the complexities of imposter syndrome and share personal anecdotes that illuminate the power of acknowledging our strengths and outsourcing our weaknesses. My own tango with bookkeeping taught me the invaluable lesson of keeping a vigilant eye on every aspect of business, a wisdom nugget I'm eager to pass on.

Carlos Vazquez

• Email: carlos@miamimarketer.com
• Tel: +1 (305) 876-6606
• LinkedIn: https://linkedin.com/in/carlosvazquezsr
• Website: https://miamimarketer.com/

Venturing into more heartfelt territory, we pay homage to the Wounded Warrior Project, an organization that holds a dear place in our hearts. The emotional and physical sacrifices made by injured veterans touch us deeply, and we discuss how support transcends financial aid, encompassing volunteering and raising awareness. With a gentle pivot, our conversation lightens up as we reveal the dreams and aspirations topping our bucket lists for 2024. Whether it's mastering a physical challenge or fostering entrepreneurial success, we're all about setting ambitious goals and reaching for the stars.

So, stay wild and keep tuning in weekly to our show, “Friends from Wild Places,” where we tackle the exhilarating journey of business and personal growth. And with a heartfelt 'Dale,' we promise to meet again on the wild paths of life and ambition.

Support Wounded Warrior Project Today!

Stay Wild!

• YouTube: https://www.youtube.com/@friendsfromwildplaces
• Website: https://friendsfromwildplaces.buzzsprout.com/
• Itunes: https://podcasts.apple.com/us/podcast/friends-from-wild-places/id1619076023
• Twitter: https://twitter.com/FFWP_podcast
• LinkedIn: https://www.linkedin.com/company/friendsfromwildplacespodcast

Leave a review!

Connect with Insightful Accountant 

Website: http://insightfulaccountant.com/ 

Subscribe to our newsletter: https://insightfulaccountant.activehosted.com/f/2 

X (Twitter): https://twitter.com/insightfulActnt 

Facebook: https://www.facebook.com/insightfulActnt/ 

LinkedIn: https://www.linkedin.com/company/insightful-accountant/ 

YouTube: https://www.youtube.com/@InsightfulAccountant
 

Whether it's saying "yes" to more than we should or shifting our priorities to make something "work," it's so easy to act in a way that makes other people like us. But when we don't have a clear North Star, we prioritize making the person in front of us happy, and usually end up letting others and ourselves down.

Michael Scott from The Office is the prime example of this! He's consistently swayed by the opinions of others. The pursuit of pleasing others tends to make us feel selfless, when it's really about making ourselves feel good, avoiding the immediate conflict, or prioritizing our own temporary comfort for the long term benefit of our future selves and others.

When we clarify our values and hierarchy of priorities, we're able to solidify what's truly important and in what order, leading to better decision-making, not just for ourselves but also for others.

Listen in as Jill and Anna discuss what it looks and feels like to unlearn the habit of acting out of a desire to be liked and, instead pursuing consistency of character that builds trust and respect, with clients, team members, peers, and even family & friends.

Podcast Sponsors + Advertisers:
Accrew

Follow the Going to Be Good Podcast on Social Media:
twitter.com/goinggoodpod/
linkedin.com/company/goinggoodpodcast/
facebook.com/people/goinggoodpodcast/
instagram.com/goinggoodpodcast/

Review:
Leave a review on Apple Podcasts or Podchaser

Connect with Insightful Accountant 

Website: http://insightfulaccountant.com/ 

Subscribe to our newsletter: https://insightfulaccountant.activehosted.com/f/2 

X (Twitter): https://twitter.com/insightfulActnt 

Facebook: https://www.facebook.com/insightfulActnt/ 

LinkedIn: https://www.linkedin.com/company/insightful-accountant/ 

YouTube:  https://www.youtube.com/@InsightfulAccountant

When we get to the point where we're overworked, becoming too essential or handling too many problems, it's really appealing to throw a person at the work or at the problem. But how often does that actually work? 

So, if delegation through abdication doesn't work, it can feel like the alternative is that you must do everything yourself in order for it to be done right. And that is unsustainable.

In the short-term, it is absolutely harder to build process, train and equip others, create clear expectations and provide feedback. Equipping and expecting people to show up is fire prevention rather than fire fighting. This results in equipping more firefighters, which means you will stop being the only person who can solve a problem.

Join us as Anna and Jill talk about their journeys in learning to empower others and make themselves less essential in the day-to-day.
 

Podcast Sponsors + Advertisers:
Accrew

Follow the Going to Be Good Podcast on Social Media:
twitter.com/goinggoodpod/
linkedin.com/company/goinggoodpodcast/
facebook.com/people/goinggoodpodcast/
instagram.com/goinggoodpodcast/

Review:
Leave a review on Apple Podcasts or Podchaser

Connect with Insightful Accountant Website: http://insightfulaccountant.com/ 

Subscribe to our newsletter: https://insightfulaccountant.activehosted.com/f/2 

X (Twitter): https://twitter.com/insightfulActnt 

Facebook: https://www.facebook.com/insightfulActnt/ 

LinkedIn: https://www.linkedin.com/company/insightful-accountant/ 

YouTube - https://www.youtube.com/@InsightfulAccountant

January, and busy season in general, can make us feel like we just need to survive. We know it will always be more, but what if it was possible to set ourselves up well for a full, but truly sustainable busy season?

When busy season feels like it's happening to us, we like to focus on what we can actually do to make it work.

From pacing the work to setting clear expectations with clients; working ahead to prioritizing taking breaks; providing clarity to clients about what to expect and when to planning time for the inevitably unexpected stuff - there is always something we can do!

There's no guarantee it'll be perfect, but we aim at consistent improvement. Listen in as Jill and Anna talk about what they do to plan ahead for the busiest time of year and how they balance what can and can't be controlled. 
 

Podcast Sponsors + Advertisers:
Accrew

Follow the Going to Be Good Podcast on Social Media:
twitter.com/goinggoodpod/
linkedin.com/company/goinggoodpodcast/
facebook.com/people/goinggoodpodcast/
instagram.com/goinggoodpodcast/

Review:
Leave a review on Apple Podcasts or Podchaser

Connect with Insightful Accountant 

Website: http://insightfulaccountant.com/ 

Subscribe to our newsletter: https://insightfulaccountant.activehosted.com/f/2 

Twitter (X): https://twitter.com/insightfulActnt 

Facebook: https://www.facebook.com/insightfulActnt/ 

LinkedIn: https://www.linkedin.com/company/insightful-accountant/ 

YouTube: https://www.youtube.com/@InsightfulAccountant

We're looking back on this year and looking ahead to next year.

Listen in as Jill and Anna talk about this year, what they've learned and what they're looking forward to in the year to come! 
 

Podcast Sponsors + Advertisers:
Accrew

Follow the Going to Be Good Podcast on Social Media:
twitter.com/goinggoodpod/
linkedin.com/company/goinggoodpodcast/
facebook.com/people/goinggoodpodcast/
instagram.com/goinggoodpodcast/

Review:
Leave a review on Apple Podcasts or Podchaser

Visit https://www.xero.com/ to learn more!
-
Connect with Insightful Accountant 

Website: http://insightfulaccountant.com/ 

Subscribe to our newsletter: https://insightfulaccountant.activehosted.com/f/2 

Twitter: https://twitter.com/insightfulActnt 

Facebook: https://www.facebook.com/insightfulActnt/ 

LinkedIn: https://www.linkedin.com/company/insightful-accountant/

YouTube: https://www.youtube.com/@InsightfulAccountant

The goal of time off is to rest, find balance, and "sharpen the saw," so we return to our work refreshed. 

How can you encourage employees to take time, model taking time off yourself, and build a culture around time off well, so there is no felt change in services, regardless of who's on the beach sipping mai tais! 

We start by identifying what is the responsibility of the employee and what is the responsibility of the company. This is step one in making time off an actual option for employees. Once your team knows what they need to do to make time out of the office work for the company, it will make time off seem like a real possibility!

Listen in as Anna and Jill discuss how to organize time off well so it doesn't negatively impact business operations.
 

Podcast Sponsors + Advertisers:
Accrew

Follow the Going to Be Good Podcast on Social Media:
twitter.com/goinggoodpod/
linkedin.com/company/goinggoodpodcast/
facebook.com/people/goinggoodpodcast/
instagram.com/goinggoodpodcast/

Review:
Leave a review on Apple Podcasts or Podchaser

Do you answer the same question over and over again? Where does your team go for answers? And how can you make that functional when you're in the midst of busy season?

Answering questions in a way that encourages people to continue asking questions is hard work! It takes time, effort and energy to practice patience at work, especially when you're the expert!

By creating a place for crew members to look for their own answers first, we've changed the way our team seeks information, leverages resources and solves their own problems independently.

Listen as Jill and Anna talk about the Information Station at Accrew and how it supports in guiding crew members to success!
 

Podcast Sponsors + Advertisers:
Accrew

Follow the Going to Be Good Podcast on Social Media:
twitter.com/goinggoodpod/
linkedin.com/company/goinggoodpodcast/
facebook.com/people/goinggoodpodcast/
instagram.com/goinggoodpodcast/

Review:
Leave a review on Apple Podcasts or Podchaser

Connect with Insightful Accountant

 Website: http://insightfulaccountant.com/ 

Subscribe to our newsletter: https://insightfulaccountant.activehosted.com/f/2 

Twitter: https://twitter.com/insightfulActnt 

Facebook: https://www.facebook.com/insightfulActnt/ 

LinkedIn: https://www.linkedin.com/company/insightful-accountant/

YouTube: https://www.youtube.com/@InsightfulAccountant