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Team Building

Naked Look at the Budgeting Mistake I’m Embarrassed To Share

By | Accounting 101, Bookkeeping 101, Business 101, CEO Mindset, Outsourcing, Team Building | No Comments

There are some lessons you learn that you can’t wait to share with anyone that will listen. Then there are lessons that open up your possibilities and are slightly, well embarrassing. Embarrassing for yourself mostly because it was right there and you didn’t see it – even if it is part of your education and knowledge background. Sometimes those lessons hurt. This is one of those lessons. Problem Identified: My Plan didn’t support both me AND a larger team. When creating a budget for start-up or a plan for growth, it is important to have a clear understanding of the…

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Finding Qualified Bookkeepers

Business 101: Finding Qualified Bookkeepers

By | Bookkeeping 101, Business 101, CEO Mindset, Outsourcing, Team Building | No Comments

What constitutes a qualified bookkeeper? Is it their experience, technical savvy, processes, or maybe their mission and values? Perhaps, it is as simple as what they charge (HINT: this is NOT how you choose a provider). I often talk and work with business owners on this very subject. How do they know, trust, or even, where to start to look for a qualified bookkeeper? How do they identify individuals that “know their stuff” or find a trusted partner in handling their business finances? This is a big leap of faith, often requiring an immediate trust factor. We have blogged about…

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Business 101: Outsourcing and Change

By | Business 101, CEO Mindset, Outsourcing, Team Building | No Comments

One reason outsourcing can be a difficult choice for business owners is the idea of change. Outsourcing can mean change in tools, team members, or processes; this much change can set some people on tilt when they are suggested, or sometimes even forced upon them (gotta love ever-changing accounting software). Often business owners are so focused on running their business that change can be an inconvenience rather than a solution. So the WHY behind the change needs to be painful enough to motivate the investment of resources in creating the change. Ask yourself, if the change will provide you with……

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Outsourcing: The 411 On Your Financial Team Options

By | Accounting 101, Bookkeeping 101, CEO Mindset, Outsourcing, Team Building | No Comments

As we wade through our own corner of tax season weeds, we’ve consciously taken a break this week so that we might spend more time consulting with our clients and working through the last bits of tax work. Since we see a lot of business owners starting to look at outsourcing their financials at this time of year, we thought this a perfect week to revisit one of our older articles on the “who” you need when beginning to look at outsourcing. We understand, first hand, that managing the business, the business financials, and growing the business are not mutually…

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Business 101: Benefits of Outsourcing Your Accounting

By | Business 101, CEO Mindset, Outsourcing, Team Building | No Comments

The definition of outsourcing is to work (or contract) with an outside supplier to obtain services (or goods), in place of an internal source. You may have been wondering what outsourcing your accounting may look like.  Perhaps a coach or colleague have suggested that you “should” outsource to be successful, to grow, to gain sanity, or to find a balance in your personal life.  Or maybe you have already dabbled a bit with outsourcing only to experience less than stellar results.  Believe it or not, accounting tasks can be one of the easier forms of outsourcing.  Let’s take a moment…

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Growing Your Team: Employee vs. Contractor [Gladiator Series]

By | Business 101, CEO Mindset, Team Building

Growing Your Team: Employee vs. Contractor So far we looked at finding and hiring Gladiators and then securing the on-boarding process that focused on team and strengths. Now it’s time to take a look at the physical make-up of the team – employee or subcontractor or both. The make-up of the team has to do with the physical space available, the responsibilities being performed, and if the other party is a business or not. So what’s the difference? Employee Business owners provide employees with their tools – equipment, software, subscriptions, training, certifications, supplies, etc. Employer will also pay ½ self-employment…

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What if Your Business Processes Created Company Culture and Immediate Gladiators?

By | Business 101, CEO Mindset, Team Building

Processes and Company Culture… “We go together. Like rama lama lama ka dinga da dinga dong.” In fact- we keep learning the same lesson: building business processes will be WHAT creates your company culture and catapults your team from “employees” to Gladiators. So perhaps when you see the words “processes and company culture” the iconic Grease song “We Go Together” doesn’t automatically start ear-worming through your mind. However, as kismet has it, it was what was playing on the piped in music earlier this week I stopped by my local Dutch Bros. (Oregon’s local version of “Starbucks”) to grab a…

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Onboarding Team Members – Getting it Right the First Time

By | Business 101, CEO Mindset, Team Building

Now that we have sought out and hired a team that is passionate about technology, the next step is creating an onboarding and training process; one that keeps security at the forefront. When I decided to grow my business I found consultants that would support me as I ventured into hiring. That led me to learn about DISC assessments and meeting Marleen Lundy with reSet Solutions. First step was to take the assessment myself so I had a starting point of understanding how the assessment worked; what I could learn about communication style; and how to adjust my style so…

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Building the Right team For Your Business – Hiring Your Gladiators

By | Business 101, CEO Mindset, Team Building

Building the right team is HARD. I know this from experience. You want Gladiators? People who buy into your vision and mission? Today’s CEO to CEO, I’m here to share with you that you must use new tactics in order to get the team that’s right for your business. I’ve spent the last seven years learning how to expand my team and how to hire and fire. It was clear I was missing one thing. I needed to find crusaders for my team, I needed gladiators! Thanks to Olivia Pope and her team on Scandal, I knew what a team…

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CEO to CEO: Locking Down Team Data and Security 1.0 (Sharing Sensitive Data can be Daunting!)

By | Business 101, CEO Mindset, Team Building

This is one of those behind the scenes topics that I hesitated to share, but I could also see the benefits of sharing my thought process and results since I know so many other CEO’s and entrepreneurs keep hitting the same walls when it comes to security and data sharing. We all know that trust is the number one factor when we talk with our clients, so naturally the security of our client’s data is our number one concern. For the second time while expanding our team recently, we needed to reevaluate how they work with our client’s financial data,…

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