This is for my bookkeepers in the room. I just opened a new bank account with Bluevine and so far I am enjoying its simplicity and basic features. I'm not a bookkeeper but I do basic tasks for some of my clients. And every time - without fail - each client needed better system for both invoicing, payment and banking. While learning my new bank account platform I stumbled upon its referral program. Bluevine pays Bookkeepers & Accountants and their clients. They have a whole directory. Module 17 shows you how to position this resource naturally without being salesy and points to other institutions that have these programs just for bookkeepers like you. Go check it out in the classroom. I want to hear from our bookkeepers - do you use these types of programs?

Audit - What worked, what didn’t, what I should have cut sooner. Close loops - Loose ends drain energy Simplify my Offers. Systems. Commitments . Realign with what worked and actually made money. Create white space on my calendar gicing me room to think. What are yours?