IDA Episode 47, Sam explains how to use efficiency habits in the End of Year processes. This episode follows on from Episodes 41 - 46 about the practical and powerful belief and habit changes we need to make to become more effective and efficient, so if you haven't listened to the previous episodes go and do that first.
Firstly, Sam explains why these efficiency habits are so powerful for EOY jobs, plus the planning mindset needed and how to set up the job for success. Sam covers the stages of the job and recaps knowing your efficiency magic.
Sam covers one big reason you should be looking at EOY and BAS jobs as products, and the biggest impact you can have on any kind of job efficiency, as well as why it's worth thinking about time budgets ad well as dollar budgets.
Sam then shares the decision making framework (from E45) and how it applies in the EOY jobs, as well as the firm0wide deacons you need to have in place to avoid common efficiency traps.
Finally, Sam explores what you need to have in place with EOY work before you can move to the next steps of advisory work, and how to build a plan of action to work more in your area of magic during EOY work.
Here at BlueprintHQ, we are here to help. We are super passionate about the accounting industry and supporting you with what you need. Connect with me sam@blueprinthq.com.au
We are offering 20 minute reach out calls to help support you during this time. Go to blueprinthq.com.au
This episode is brought to you by Blueprint Renovate Program, the program designed to create space in your firm to cultivate mindset change through what you do everyday. Visit blueprinthq.com.au/contact to start the conversation.
