Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
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Streamlining Business Operations: Breakthrough Success in Bookkeeping with Holly Skog
Manage episode 404779983 series 3439732
Alyssa Lang interviews Holly Skog, Owner and Founder of Happy Books Solutions, to talk about Holly’s journey through joining and implementing Breakthrough to help her prepare for maternity leave and give her team the time to shine.
In this episode you’ll hear:
- What Holly implemented through Breakthrough to create massive wins and shifts in her firm
- How Holly maintains her sanity and peach by building a balanced business
- Impact of creating an internal training program for her team
- How she plans to take 30 days off, unplugged, for maternity leave and 3 months of zero client facing activities
- What KPIs she has in place to bonus her team based on performance and execution
About our guest:
Holly Skog is the owner of Happy Books Solutions, a bookkeeping and fractional CFO firm which helps interior designers navigate the finance side of their business. She's an extroverted numbers nerd who loves bringing personality and approachability to the finance world (a world we all know could use a bit of an image refresh!).
Connect with Holly Skog:
Check out her website: https://happybookssolutions.com/
Follow her on Instagram: @happy.books.solutions
Send her an email: holly@happybookssolutions.com
Resources mentioned in this episode:
⚙️ Notion
💻 Breakthrough for Bookkeepers & Accountants
☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen
For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: workflowqueen.com
Check out our courses: workflowqueen.com/courses
Follow the Blog: workflowqueen.com/blog
Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq
Connect on Instagram: instagram.com/workflowqueen
Connect on Facebook: Facebook.com/workflowqueen
Podcast Publishing Tools we use:
- Podcast Editing: Ian Gilliam: iangilliam.com
Fejezetek
1. Introduction (00:00:00)
2. Introducing Holly (00:02:30)
3. Holly's Wins (00:06:25)
4. Notion and Breakthrough (00:11:21)
5. Holly's Experience in Breakthrough Internal Training Program (00:14:40)
6. Setting Up a Leave System (00:23:00)
7. Bonus Plan with KPI's (00:31:55)
8. Client Re-Evaluation (00:41:38)
9. Final Advice (00:51:29)
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