In this episode, we discuss how to identify the ways you’re creating inefficiencies in your business.
Sara and I talk about productivity audits, where to focus your energy if all of your systems need some help, and the importance of client service, intake, and healthy boundaries.
Smooth out your client intake process and learn how, when, and what to outsource in your business!
>>> Connect with Sarah Mayer on IG @saramayerconsulting
>>> Visit her Website here: https://www.saramayer.com/
>>> Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa
>>> Chat About This Episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so
>>> Hire us!: https://www.fitnancialsolutions.com/accounting
>>> Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein
>>> Catch me in-person on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
>>> Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.