EP352: Heidi Adams - How To Streamline Your Bookkeeping Business To Reclaim Your Time

“But the problem was, I was the one who knew how to do everything, and I didn’t get it out to my staff very well.” 
- Heidi Adams     

Stepping out on your own can be scary, but if you have a real love for what you do, you’ll never really work a day in your life. Sometimes our own successes can overwhelm us. Afraid we will never get a referral again, we take on as many as we can. Many of us run this way for years, unable to shift our mindset toward a more sustainable way of doing business.

The toll a business takes on our time and energy is massive, so much so we hardly even have time to notice or fix the cracks. But cracks are never miraculously fixed and always end up leaving huge gaps. Be that in time to finally fix them, or money to repair them.

Heidi Adams, owner of HLA Bookkeeping, is this episode’s featured guest. She has spent her career helping businesses maximize their potential by streamlining systems and processes that free up time and energy while maintaining profitability.

Her approach focuses on getting relationships right so that your good work can speak for itself. If you are struggling to systemize, feel like you are patching cracks slower than they are forming, or just looking for some advice on building healthy business relationships, this is the episode for you. 

During this interview, you'll learn...

  • The value of workflow software in streamlining your bookkeeping business
  • How to stop leaking time & energy
  • The importance of being clear about what your services cost

To find out more about Heidi, click here.

Connect with her on LinkedIn.

Time Stamps
01:30 - Heidi talks about her career journey 
06:10 - Overcoming the obstacles of business 
09:19 - Building connections to beat overwhelm 
11:39 - Effectively implementing systems & processes 
16:51 - Streamlining your engagement strategy
20:15 - The power of learning from our mistakes 
23:15 - Automating client payments 
27:11 - Getting your charges & mindset right 
29:48 - Good work is its own marketing 
32:50 - Heidi shares her top tips for building your bookkeeping business 

This episode is brought to you by our good friends at Pure Workflow!

It’s a simple, easy-to-use workflow practice management solution which will help you manage your clients, deadlines, workflow and team with ease. The BEST PART? It's specifically made FOR BOOKKEEPERS! For more information, visit PureWorkflow.com!

Business Management