194 | Organizing and Managing Work Production in Your Small Firm

Send us a text Running a bookkeeping or accounting firm means juggling multiple clients, deadlines, and deliverables - often leading to that feeling of "I"m drowning in work!" As someone who"s built a successful practice while working 20 hours or less per week, I"ve discovered that how you organize and manage your workflow makes all the difference between constant overwhelm and smooth operations. Whether you"re flying solo or leading a small team, these three actionable strategies will help you streamline your processes, reduce stress, and scale your firm without the burnout. In this episode you’ll hear:Three actionable strategies to centralize your workflows and processes in one placeHow to implement a standardized file naming system that saves you hours of searchingTips for designing your week with focus blocks to avoid context switching and burnoutReal examples of how I apply these strategies in my own bookkeeping business Resources mentioned in this episode:ClickupAsanaGoogle SheetsGoogle DriveThe Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bba 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 @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link) To fill out The State of Virtual Bookkeeping Survey, click HERE. For each response, I'll be donating $1 to charity: water. Learn more here.