In this episode I discuss the importance of strategic planning for business success. Drawing from my own experience, I share insights on setting goals, maintaining accountability, and the practical steps necessary to develop and implement a strategic plan. I'll explain why having both short-term and long-term goals is crucial and provide tips on enlisting help from mentors, coaches, or accountability partners. Learn how to review your current plan, understand why certain goals may have been missed, and set achievable targets for the future. Whether you're an accounting firm owner or running another type of business, my advice will help you navigate the complexities of strategic planning and grow with confidence.

Learning is a life long pastime and this month I'm sharing the 3 things I learned. Nothing major. Just some little things that made my life easier or helped me move a project forward. 

1. I upped my e-mail rules game.
2. I created my first Zap using Zapier, JetPack Workflow and Ignitiion.
3. I learned how to turn on Progress Invoicing in QBO

Like I said, nothing major, just some simple things that prove that you can teach an old accountant new tricks!

https://www.zapier.com/

https://jetpackworkflow.com/

https://get.practiceignition.com/bethwhitworth5357/

Take a peek into how the Kolbe A Assessment stacks up for rockstar accounting and bookkeeping team members versus the entrepreneurial accountant. Recognizing the innate problem solving traits of accountants helps drive a highly productive team that can compliment some of the traits of a visionary business owner.

 In this episode I unpack:

• What is Kolbe A assessment
• How my Rockstar Team scores
• How I score
• Why the assessment can help build a better firm

https://www.kolbe.com/kolbe-a-index/

https://predictablesuccess.com/styles-quiz/

https://predictablesuccess.com/styles-quiz/

• Breast Cancer update
• Angry To-Do List
• word for the year
• Business focus for the year
• Goals for the podcast

Why is marketing so hard for accountants to embrace?

1. Constantly learning
2. Scheduling some focused time
3. Setting a goal of progress not perfection

1. Time is not really money
2. Culture has to start at the top
3. Micromanaging is for managers, not leaders
4. No one is coming to the rescue

This week we take an excerpt from the monthly QuickBooks User Group that was all about Money In. These 4 rules of Money In for your business work through the steps to keep money coming in and give you some common sense guidance on how to keep it simple.