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In this one-hour Business for Breakfast talk tailored for heart-based business owners, participants will explore effective strategies to streamline their internal accounting (bookkeeping) workflows and gain clarity on essential tasks. The session aims to empower attendees with practical insights to enhance their operations while staying true to their values and mission.Course Description:
Join us for an engaging and insightful session designed specifically for heart-centered entrepreneurs and business owners. This talk will provide actionable strategies to streamline business processes, enhance productivity, and foster a clear understanding of priorities. Participants will leave with the tools necessary to create a more efficient and fulfilling internal workflow for recurring and ongoing accounting tasks.
Key Topics:
1. Understanding the Need for Streamlining
- Recognizing signs that indicate it's time to streamline operations, such as manual follow-ups, redundant tasks, and inconsistent processes.
- The impact of inefficient workflows on morale and client satisfaction.
2. Engaging with Financials for Feedback
- The importance of reviewing financials to identify pain points and opportunities for improvement.
- Techniques for using financials to gather valuable insights and foster a sense of ownership.
3. Automating and Outsourcing Tasks
- Identifying repetitive tasks that can be automated to save time and reduce errors.
- Exploring options for outsourcing non-core activities to focus on what truly matters for your business.
4. Creating Clear and Structured Workflows
- Strategies for breaking down processes into manageable steps and establishing priorities based on business goals.
- Maintaining documentation to ensure consistency and clarity in operations.
5. Iterating and Refining Processes
- The importance of continuous improvement and adapting workflows based on performance metrics and team feedback.
- Setting incremental goals to celebrate progress and maintain momentum.
Benefits of Attending:
- Gain clarity on essential business processes and how to optimize them.
- Learn practical tools and techniques to enhance productivity while staying aligned with your values.
- Network with like-minded entrepreneurs and share experiences in a supportive environment.
- Receive a resource guide with recommended tools and strategies for ongoing improvement.
Who Should Attend:
This session is ideal for heart-based business owners, solopreneurs, and small business owners looking to optimize their internal accounting systems, reduce stress, and create a more ease-filled tax season.
About the Presenter:
Serah Blackstone-Fredericks is a multi-passionate advocate for heart-centered entrepreneurship with extensive experience in streamlining business processes. With a commitment to helping others succeed, Serah has developed effective strategies that not only improve efficiency but also align with the core values of heart-based businesses. Her businesses Books in Harmony and The Money Portal support small business owners with accounting systems and a gentle teaching approach that supports business owners to do the day-to-day bookkeeping themselves and be involved in the financial health of their business. You can learn more about Serah via her newsletter The Money Portal or through her website: Books in Harmony
Join us for this transformative talk and take the next step towards a more streamlined and purposeful business!
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Event Venue & Nearby Stays
1635 Heindon Rd, Arcata, CA, United States, California 95521
Tickets
