- Steps to automate your bookkeeping up to 80%
- The major mistake you make when buying an automation software solution (most firms make this mistake)
- How to turn a small bookkeeping retainer into a 6-figure client in Year 1
- Linkedin - Joe Woodard
- Joe’s Company: Woodard Events
- How to build an all-star team (Stephen King) [interview]
- They resist change as it’s uncomfortable
- They don’t trust automation and the cloud
- They question whether the solution can really be as accurate as a human
- Sit down with each team member individually
- Listen to their own processes
- Document it privately
- Call a team meeting and share your results
- Choose a “Best Of” process and workflow for each task