Wrapping up EOY work and setting up for next year's success (Renovate Part 4) - podcast episode cover

Wrapping up EOY work and setting up for next year's success (Renovate Part 4)

Mar 25, 202025 min
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Episode description

CWSD Episode 20, Sam wraps up the series based around the Renovate Program, which is all about helping create space in our firms and getting a super efficient at what we do every day. These sessions are all around the job processes for End of Year work, which still takes up about 85% of our work, so it's this area that accountants need to get super focused on. If you haven't yet listened to Episode 16, about the overall workflow, Episode 17 about the first stage, Episode 18 about the second stage, and Episode 19 about the third stage, then do so before you listen to this episode. In this episode Sam covers resource planning, the starting mindset and the different roles you need. She explains the accountability strategies that can be helpful and tips for execution going forwards, plus the common mistake the happens to many when they get too busy that makes this whole process fall apart. Grab your copy of the Workflow Blueprint at 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.
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