26 min listen
What to Expect When Your Bookkeeping Business is on Track to Hit $1 Million with Jolene Fleming
FromConquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
What to Expect When Your Bookkeeping Business is on Track to Hit $1 Million with Jolene Fleming
FromConquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
ratings:
Length:
59 minutes
Released:
Apr 4, 2023
Format:
Podcast episode
Description
In this episode, I interview Jolene Fleming, CEO of Upper Left Accounting, incredible business owner and mother. We talk about her experience with buying a book of business, how she implemented systems and processes that transformed her business and how she's on track to hitting $1 million dollars.In this episode you’ll hear:What it was like for Jolene to purchase a book of business from another firm ownerThe process of a buy out and what that looks likeHow much she bought the business forHow she implemented efficiencies, SOPs, processes, etc. in growing the businessHow she implemented Kickoff with Asana for Bookkeepers & Accountants in 4 daysHow she implemented Breakthrough for Bookkeepers & Accountants and how it changed her firmHer experience taking vacation and time away from the businessAbout our guest:Jolene Fleming is the CEO of Upper Left Accounting and she’s a profit and growth strategist, opportunity detector and someone who’s never met a puzzle she didn’t like. Jolene wants to win for her clients. Unapologetically growth-driven, Jolene's financial strategies turn small businesses into not-so-small businesses. She's transparent and unambiguous about it and still bubbles up with joy every time her tactics help someone reach a level of success that exceeds their expectations.The entrepreneurial spirit is deep-rooted in Jolene’s DNA. She comes from a long line of business owners including her grandfather who was a veterinarian, and her great great grandfather who invented the sleeping bag. When she’s not driving profits up for her client list, you’ll find Jolene riding horses with her sister and mom, or beach loafing with her husband, and three kids!Connect with Jolene Fleming:Connect with her on Facebook: facebook.com/upperleftaccounting.com Connect on Instagram: @upperleftaccountingResources mentioned in this episode:⚙️ Loom (screen recording software)⚙️ Miro (virtual white boarding and process mapping tool)? Whiteboard Wallpaper⚙️ Jasper.ai? Breakthrough for Bookkeepers & Accountants? Kickoff with Asana for Bookkeepers & AccountantsThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueenFor more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:Visit our website: workflowqueen.comSign up for Kickoff with Asana for Bookkeepers & Accountants for $200 off (till 4/7 @ 11:59pm EST): https://www.kickoffwithasana.com/joinNeed to see if this program is a good fit for you? Let's hop on a call by clicking here. Sign up for Breakthrough for Bookkeepers & Accountants for our special promotion for $1,000 from now till 4/7 @ 11:59pm EST: https://www.breakthroughwithsystems.com/joinNeed to hop on a consult call, book with this link: https://www.workflowqueen.com/consult-call
Released:
Apr 4, 2023
Format:
Podcast episode
Titles in the series (66)
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