Well, that was fun!
And #Innovative. And #Educational. And #Exhausting And #HashTagAbusive…
It! Was! Awesome!
#QBConnect Toronto has wrapped up after 4 whirlwind days. So now I am back in the real world. I have client books #ToGetDone, #ContentToWrite, #CloudAccountingActionables Accounting Firm sessions to facilitate.
Oh dear! This could be hard. I am fully experiencing the “post conference exhilaration and information overloads”. I have my Acct’g Friendie’s coined #ConferenceSads in full swing.
I have lost three full workdays – I immerse myself in conferences drinking it all in (literally at the evening events… there’s dancing too!) – attending breakout sessions in every time block, networking with as many smarter-than-me-folks as I can, harassing the AppPartners and Intuit – #SorryNotSorry – about the #NextLevel features I want, staying up way too late (you know, past 9:30pm), #HastagAbuse posting... And this is my third Accounting Conference in as many months (I have a conference problem, but that’s a whole other blog starting with #KellieDogSeparationAnxiety).
But, HELLO! Uh oh! Oh dear! Now it’s the start of a fresh b’keeping month and the #HolidaySeason is fast upon me. And fast on the heels of #HolidaySeason is #YearEnd Season (and no one brings EggNog to those parties).
In my not so recent past I would be overwhelmed by today, but this post-#QBConnect Thursday I am not. Because I have I have #WorkFlowSuperPowers. I have #WorkFlowWeapons to get me right back on track, on target, organized, focused and moving forward.
I! Have! Workflows!
I have Apps for that!
While I was away my clients were all #MondayMorningAutoNagged to keep moving in their #FinTechFabFive. They were reminded to HubDoc (it’s a verb) their docs and check their connections, to update/review their QBO Bank feeds for missing “matches” (view only, never ever, ever – EVER! action), to Plooto their payables (so many #AppVerbs), to approve TSheets so WagePoint could process their #PuntPayroll runs.
#AccountingTeam! So many #VirtualEyeRolls from my clients it’s akin to a thirteen year old sleepover. See #HashTagAbuseAbove
But! It! Got! Done!
I have a weekly, full cycle b’keeping customer that I love (love!), and they are flexible about when I do their work as long as key targets are completed by Thursday noon. But I got home late last night and today is Thursday… Right?!
Did I panic? Heck yes!
But then I opened my #WorkFlow Apps, put my head down and ran through my tasks and to-do’s and I got their key targets “to-done”. I “laced up my sneakers” and headed out on a #WorkflowRun. Even in absolute sleep-deprivation mode (I may have been a bit crabby).
No prioritizing, waffling, wavering, stalling, wondering where to start, what to start with, overthinking, underthinking… I got their $#!+ done, on time, to the standard my client & I have set. I accomplished this not because I am a star b’keeper or because I am capable of functioning solely on #CoffeeAndAdrenaline. I got this done because the procedures, lists, best practices and methods were documented in a #Workflow and an #Engagement. A workflow developed with my client and built out in #WorkFlowApps. A workflow that is concise, has a hard start, checks, notes, automation and next steps and a hard finish – all built in a sequential order. A workflow that has definitive and staged steps. A workflow that is built upon SOPs (or creates SOPs).
A workflow that any single one of you or your team could open up – to check through and get the $#!+ done – on time, to the standard you have set.
So now, I bid you adieu. It’s over. Fatigue has won. I’m too tired to #NagAboutWorkFlow.