๐ฅ Texas-sized inspo on todayโs Bookkeepers on Fire Live with Phyllis Dietzโmom of 3, Top 100 ProAdvisor, leader of a thriving in-office team (coffee โ โ happy hour ๐น), and champion of SOPs that actually get used. ๐ค
3 ๐ฅ takeaways:
SOPs = sanity โ๏ธโก๏ธ Start with ONE, use Scribe, link docs in Keeper, and cross-train so every client has a backup. Future-you says thanks. ๐โ
Tech that pays for itself ๐ปโ๏ธ QBO + Keeper (month-end & 1099s), Google Workspace, dedicated inboxes (accounts@ / payroll@), and Anchor to streamline billing and push tasks to Keeper. Efficiency = margin. ๐
Boundaries build businesses ๐ช๐ก Move the office out of the bedroom, keep the team in-person for fast collab, and protect family time. (Friday happy hour helps. ๐)
Big love to Phyllis for the real talkโfrom roofing-company roots at 17 to word-of-mouth growth (shoutout to the gymnastics-floor client origin story ๐). Also: folk concerts, Aggie football, and a legit barnyard ๐ด๐ด๐๐๐๐๐๐ฆ๐ฆ๐ฆ
Catch the replay + drop your favorite SOP tip in the comments! ๐ฅ
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Bookkeepers On Fire Community to connect ๐ค, collaborate ๐ฌ, and thrive ๐ with like-minded professionals who are passionate about bookkeeping, accounting and business growth.
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What is Bookkeepers On Fire with Deb & Donna?
Where bookkeeping meets bold ideas, disruptive strategies with a whole lot of laughter. Donna with her genius in Systems, Processes, and Optimization and Debbie sharing Quick Wit, Funny Insights, Resolute Belief in people, break down whatโs working - and whatโs not.
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โจ Donna Reade
Visionary behind the award winning firms Team Reade and NextGenBookkeepers
Champion of AI-Native workflows and subscription pricing models
Known for mixing strategy with storytelling (and just the right dash of sarcasm)
โจ Debbie Kilsheimer
Founder of Behind the Scenes - A firm that redefines client relationships.
Speaker of Uncomfortable Curiosity - pushing boundaries, stirring deep thinking and meaningful change
Humor that slaps: cutting, honest, light-hearted
Together, Donna and Debbie light up conversations that Inspire, Educate, and Empower bookkeepers and accountants everywhere to build profitable, joyful, and future-ready businesses.
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