On today’s podcast, we talk to Kelly Christian, owner of KC & Company. She and her husband were able to change their business from an offline business focusing on small-town clients in Canada into a thriving and growing online business that lets them be location independent.
Our discussion this week centers on how to avoid overthinking your workflow. When faced with so many tools and options, how do you start building that perfect workflow for your business without getting analysis paralysis? Kellie shares some great tips.
Your client work done on time, every time.
“Now I have a birds eye view of what’s going on in my firm, so I know what my team is doing, and what’s the status and updates for our clients.”Monica Hodgson-Daniels, CPA