Streamlining Business Operations: Breakthrough Success in Bookkeeping with Holly Skog

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

Alyssa Lang interviews Holly Skog, Owner and Founder of Happy Books Solutions, to talk about Holly’s journey through joining and implementing Breakthrough to help her prepare for maternity leave and give her team the time to shine.

In this episode you’ll hear:

• What Holly implemented through Breakthrough to create massive wins and shifts in her firm
• How Holly maintains her sanity and peach by building a balanced business
• Impact of creating an internal training program for her team
• How she plans to take 30 days off, unplugged, for maternity leave and 3 months of zero client facing activities
• What KPIs she has in place to bonus her team based on performance and execution

About our guest:

Holly Skog is the owner of Happy Books Solutions, a bookkeeping and fractional CFO firm which helps interior designers navigate the finance side of their business. She's an extroverted numbers nerd who loves bringing personality and approachability to the finance world (a world we all know could use a bit of an image refresh!).

Connect with Holly Skog:

Check out her website: https://happybookssolutions.com/

Follow her on Instagram: @happy.books.solutions

Send her an email: [e-mail]

Resources mentioned in this episode:

⚙️ Notion

💻 Breakthrough for Bookkeepers & Accountants

☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm

Thanks 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, @workflowqueen

For 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.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

💸 Check out Plooto for receiving payments from clients that will save you a TON of money on fees (www.workflowqueen.com/plooto)

Chương

1. Introduction (00:00:00)

2. Introducing Holly (00:02:30)

3. Holly's Wins (00:06:25)

4. Notion and Breakthrough (00:12:27)

5. Holly's Experience in Breakthrough Internal Training Program (00:15:46)

6. Setting Up a Leave System (00:24:06)

7. Bonus Plan with KPI's (00:33:01)

8. Client Re-Evaluation (00:42:44)

9. Final Advice (00:52:35)