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Today, I talk to Parker Stevenson, co-owner of Evolved Finance, a bookkeeping company that specializes in online businesses. I talked with him about how he and his business partner, Corey Whitaker, buck convention and deliver their monthly bookkeeping service without having regularly scheduled calls.
The key takeaways:
- How Parker’s project to change the client-meeting paradigm has evolved over that last year
- Niching down to make it easier to build out operational practices
- Experimenting with a training resource library and group office hours
- Getting to know clients and their needs as a better way to deliver value than getting mired in weeks of calls
- The challenges of transitioning from typical client meetings to group calls
- The impact that moving away from regular client calls has had on a business’s operational capacity
Show Notes
Monthly client meetings––they’re a requirement of service retainers.
Or, are they?
There's an expectation that if you're working with clients on retainer, in an ongoing, recurring way, that you have to have meetings––ya know, just to touch base.
Conventional wisdom says that meetings should be included in the service because they seem to deliver inherent value.
But meetings are a huge limitation when it comes to scaling a service business.
There's only so much of you to go around. Is spending time in meetings really the best way to delivering great value and grow a business?
Today, I got Parker Stevenson to weigh in. Parker is co-owner of Evolved Finance, a bookkeeping company that specializes in online businesses.
By its very nature, the business of bookkeeping is doing pretty much the same thing month after month–making it a business that is ripe for scaling, if you approach scaling the way Evolved Finance has.
One of the ways that Parker and his partner, Corey Whitaker, take advantage of this opportunity to scale is by bucking convention and delivering their monthly bookkeeping service without having regularly scheduled calls.
Or, are they?
There's an expectation that if you're working with clients on retainer, in an ongoing, recurring way, that you have to have meetings––ya know, just to touch base.
Conventional wisdom says that meetings should be included in the service because they seem to deliver inherent value.
But meetings are a huge limitation when it comes to scaling a service business.
There's only so much of you to go around. Is spending time in meetings really the best way to delivering great value and grow a business?
Today, I got Parker Stevenson to weigh in. Parker is co-owner of Evolved Finance, a bookkeeping company that specializes in online businesses.
By its very nature, the business of bookkeeping is doing pretty much the same thing month after month–making it a business that is ripe for scaling, if you approach scaling the way Evolved Finance has.
One of the ways that Parker and his partner, Corey Whitaker, take advantage of this opportunity to scale is by bucking convention and delivering their monthly bookkeeping service without having regularly scheduled calls.
In this episode:
- How Parker’s project to change the client-meeting paradigm has evolved over that last year
- Why niching down made it easier to build out operational practices
- How he shifted from using recorded Loom videos with his clients to experimenting with a training resource library and group office hours
- How getting to know his clients and their needs has been a better way to deliver value than getting mired in weeks of calls
- The challenges Parker and his partner have run into transitioning from typical client meetings to group calls
- What kind of impact this move away from regular client calls has had on the business’s operational capacity
- How quitting client meetings have impacted Parker personally
Links:
Website: evolvedfinance.com
Facebook handle: facebook.com/evolvedfinance
Facebook Group: https://www.facebook.com/groups/evolvedfinance/
- Scalespark Dollars + Decisions Roundtable
- Twitter @ScaleSpark
- LinkedIn @thesusanboles
Creators & Guests
What is Beyond Margins?
Can you build a business based on… “calm?” On Beyond Margins, host Susan Boles looks beyond the usual metrics of success to help you build a business where calm is the new KPI. With over 15 years of experience as an entrepreneur, CFO, and COO, Susan shares the business strategies that lead to a business with comfortable margins—financial, emotional, energetic, and scheduling margins. Join her and her guests as they counter the prevailing “wisdom” about business growth, productivity, and success to provide a framework for making choices that align with your values and true goals. Episode by episode, you’ll get a look at the team management, operations, financials, product development, and marketing of a calmer business.