🔴 Bookkeepers On Fire | Live with Phyllis Deitz
Bookkeepers On Fire with Deb & Donna
Audio is streamed directly from the publisher (media.transistor.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
🔥 Texas-sized inspo on today’s Bookkeepers on Fire Live with Phyllis Dietz—mom of 3, Top 100 ProAdvisor, leader of a thriving in-office team (coffee ☕ → happy hour 🍹), and champion of SOPs that actually get used. 🤘
3 🔥 takeaways:
SOPs = sanity ✍️➡️ Start with ONE, use Scribe, link docs in Keeper, and cross-train so every client has a backup. Future-you says thanks. 📚✅
Tech that pays for itself 💻⚙️ QBO + Keeper (month-end & 1099s), Google Workspace, dedicated inboxes (accounts@ / payroll@), and Anchor to streamline billing and push tasks to Keeper. Efficiency = margin. 📈
Boundaries build businesses 🚪💡 Move the office out of the bedroom, keep the team in-person for fast collab, and protect family time. (Friday happy hour helps. 😉)
Big love to Phyllis for the real talk—from roofing-company roots at 17 to word-of-mouth growth (shoutout to the gymnastics-floor client origin story 🙌). Also: folk concerts, Aggie football, and a legit barnyard 🐴🐴🐕🐈🐈🐈🐔🦆🦆🦆
Catch the replay + drop your favorite SOP tip in the comments! 🔥
🔥 Join our Bookkeepers On Fire Community to connect 🤝, collaborate 💬, and thrive 🚀 with like-minded professionals who are passionate about bookkeeping, accounting and business growth.
Join us here: Bookkeepers On Fire Community
Bookkeepers On Fire is proudly ad-free and 100% listener-supported, so we can bring you unfiltered conversations without outside agendas. If you enjoy the show, consider donating to help keep our mics hot and our mission independent.
🔥Donate with Venmo🔥 🔥Donate with PayPal🔥
#BookkeepersOnFire #QuickBooksOnline #ProAdvisor #ClientAdvisory #KeeperApp #Anchor #SOPs #WomenInAccounting #SmallBusiness #ScalingNewHeights #CAS #AccountingTech