Before I launch into my favourite systems and automation that have changed the way I work and live I need to preface with three key things you must do before you create any automation.

And I want to emphasize that systems, routines and processes are as powerful as automation.

Not everything needs to be automated - in fact automation can wreak havoc if not thought through properly.

It doesn’t take much to move your day from the monotony of mundane tasks and manual systems to the magic of efficiency.

By changing up your tech stack with three simple adoptions, you will find yourself thinking of your day as rewarding rather than busy!

“Stop overthinking. Just do three things.”

The short strokes of 17Hats is that this is a great program for lead vetting & follow-up (on-boarding and engagement), as well as CRM, calendar, project and workflow management.

Last was a year of personal chaos. Some good some challenging.

There are a million reasons to create and implement standardized bookkeeping workflows.

Creating efficient bookkeeping workflows is critical to running a successful bookkeeping practice.

That means that the users’ experience is largely dictated by their browser set up and usage habits.