EP352: Heidi Adams - How To Streamline Your Bookkeeping Business To Reclaim Your Time

“But the problem was, I was the one who knew how to do
everything, and I didn’t get it out to my staff very
well.” 
-Heidi Adams     


Stepping out on your own can be scary, but if you have a real
love for what you do, you’ll never really work a day in your
life. Sometimes our own successes can overwhelm us. Afraid we
will never get a referral again, we take on as many as we can.
Many of us run this way for years, unable to shift our mindset
toward a more sustainable way of doing business.


The toll a business takes on our time and energy is massive, so
much so we hardly even have time to notice or fix the cracks. But
cracks are never miraculously fixed and always end up leaving
huge gaps. Be that in time to finally fix them, or money to
repair them.


Heidi Adams, owner of HLA Bookkeeping, is this episode’s featured
guest. She has spent her career helping businesses maximize their
potential by streamlining systems and processes that free up time
and energy while maintaining profitability.


Her approach focuses on getting relationships right so that your
good work can speak for itself. If you are struggling to
systemize, feel like you are patching cracks slower than they are
forming, or just looking for some advice on building healthy
business relationships, this is the episode for you. 


During this interview, you'll learn...



The value of workflow software in streamlining your
bookkeeping business


How to stop leaking time & energy


The importance of being clear about what your services
cost



To find out more about Heidi, click here.


Connect with her on LinkedIn.


Time Stamps
    
01:30 - Heidi talks about her career journey 
06:10 - Overcoming the obstacles of business 
09:19 - Building connections to beat overwhelm 
11:39 - Effectively implementing systems &
processes 
16:51 - Streamlining your engagement strategy
20:15 - The power of learning from our mistakes 
23:15 - Automating client payments 
27:11 - Getting your charges & mindset right 
29:48 - Good work is its own marketing 
32:50 - Heidi shares her top tips for building your bookkeeping
business 

This episode is brought to you by our good friends
at Pure Workflow!

It’s a simple, easy-to-use workflow practice management
solution which will help you manage your clients, deadlines,
workflow and team with ease. The BEST PART? It's specifically
made FOR BOOKKEEPERS! For more information,
visit PureWorkflow.com!