❌ STOP STRUGGLING TO BUILD SIMPLIFIED WORKFLOWS & SYSTEMS FOR YOUR PRACTICE AND...
✔️ START ORGANIZING YOUR CLIENT WORK
✔️ CREATE SOLID WORKFLOWS THAT WILL STAND THE TEST OF TIME
IN JUST 5 DAYS... FOR FREE!
CHALLENGE STARTS OCTOBER 30TH👇
🦄⚡️JOIN HUNDREDS OF BOOKKEEPERS & ACCOUNTANTS WITH
THE GOAL TO CREATE EFFICIENT WORKFLOWS
AND PROCESSES IN 5 DAYS. ⚡️🦄
❌ STOP STRUGGLING TO BUILD SIMPLIFIED WORKFLOWS & SYSTEMS FOR YOUR PRACTICE AND...
✔️ START ORGANIZING YOUR CLIENT WORK
✔️ CREATE SOLID WORKFLOWS THAT WILL STAND THE TEST OF TIME
IN JUST 5 DAYS... FOR FREE!
CHALLENGE STARTS OCTOBER 30TH👇
🦄⚡️JOIN HUNDREDS OF BOOKKEEPERS & ACCOUNTANTS
WITH THE GOAL TO CREATE EFFICIENT WORKFLOWS AND PROCESSES ⚡️🦄
Finally get to a place where you know EXACTLY what needs to be done everyday so you can start focusing on the bigger picture.
Creating efficient workflows and processes allows you to cut down on mistakes and errors and give you more free time to relax.
Save time spent in your practice on trying to remember all the little tasks and details you need to handle for clients.
🎉 Challenge Details: 🎉
Daily Live Teach Sessions: 12pm EST - 1pm EST
Daily Live Q&A: 5pm EST - 6pm EST
*All sessions will be recorded so if you can't make it live, you can catch up later
Day 1
Monday, October 30th
We'll cover what workflows and systems are, why they're important for
the success of your practice. Then we will begin to extract as much information
that we can about what you current systems and processes.
*I will be picking (1) workflow from a student and will be reviewing it
live on day 2 during the challenge to help optimize their workflow
+ give you some pointers on how to better your workflows
(must submit by 5PM EST on 10/30 - details to come on day 1)
Day 2
Tuesday, October 31st
☝️ We will start day 2 with reviewing a students (1) workflow and give
examples of how to simplify your workflows that you worked on during day 1.
You'll be able to walk away feeling confident in how to build a proper workflow
so you can save time, money and mental energy.
✌️ We will then dive into what tasks you should be focusing on that will drive
your practice forward and keep you on track.
Day 3
Wednesday, Novemeber 1st
We will layout all your bigger goals so you can focus on what will SCALE your
practice and give it the attention it needs to drive you forward!
We will also be discussing your current tech stack and we can
make sure you're running smoothly and not holding
onto unnecessary applications.
Day 4
Thursday, November 2nd
We'll walk through how to organize and store all
your workflows in one centralized hub *hint hint... Asana* so it's
easily accessible.
I'll introduce you to Asana, show you how to set it up properly so you
can manage your clients like a BOSS!
*I'll be also show you my Asana set up so you can start implementing
everything you've been learning and start working on your bigger goals.
Day 5
Friday, November 3rd
You'll get a behind-the-scenes look at how I successfully manage my Asana, how
I utilize it and then you'll walk away with tons of ways to use your Asana to
its fullest, so you can SCALE!
If you've been wondering how to get all your workflows, goals, delegated tasks,
track client communication and more into one centralized hub... you'll enjoy day 5!
❌ STOP STRUGGLING TO BUILD SIMPLIFIED WORKFLOWS & SYSTEMS FOR YOUR PRACTICE AND...
✔️ START ORGANIZING YOUR CLIENT WORK
✔️ CREATE SOLID WORKFLOWS THAT WILL STAND THE TEST OF TIME
IN JUST 5 DAYS... FOR FREE!
CHALLENGE STARTS OCTOBER 30TH 👇
❌ STOP STRUGGLING TO BUILD SIMPLIFIED WORKFLOWS & SYSTEMS FOR YOUR PRACTICE AND...
✔️ START ORGANIZING YOUR CLIENT WORK
✔️ CREATE SOLID WORKFLOWS THAT WILL STAND THE TEST OF TIME
IN JUST 5 DAYS... FOR FREE!
CHALLENGE STARTS OCTOBER 30TH👇
✨ WORKFLOWS MADE SIMPLE CHALLENGE STARTS IN: ✨
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