π΄ Bookkeepers On Fire | Live with Phyllis Deitz
π₯ Texas-sized inspo on todayβs Bookkeepers on Fire Live with Phyllis Dietzβmom of 3, Top 100 ProAdvisor, leader of a thriving in-office team (coffee β β happy hour πΉ), and champion of SOPs that actually get used. π€
3 π₯ takeaways:
SOPs = sanity βοΈβ‘οΈ Start with ONE, use Scribe, link docs in Keeper, and cross-train so every client has a backup. Future-you says thanks. πβ
Tech that pays for itself π»βοΈ QBO + Keeper (month-end & 1099s), Google Workspace, dedicated inboxes (accounts@ / payroll@), and Anchor to streamline billing and push tasks to Keeper. Efficiency = margin. π
Boundaries build businesses πͺπ‘ Move the office out of the bedroom, keep the team in-person for fast collab, and protect family time. (Friday happy hour helps. π)
Big love to Phyllis for the real talkβfrom roofing-company roots at 17 to word-of-mouth growth (shoutout to the gymnastics-floor client origin story π). Also: folk concerts, Aggie football, and a legit barnyard π΄π΄ππππππ¦π¦π¦
Catch the replay + drop your favorite SOP tip in the comments! π₯
π₯ Join our Bookkeepers On Fire Community to connect π€, collaborate π¬, and thrive π with like-minded professionals who are passionate about bookkeeping, accounting and business growth.
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