how can bookkeepers create leverage?
As bookkeepers, the majority of our time goes into ‘doing’, organising and juggling. We work hard, and once we reach our ‘full capacity’, it’s time to hire someone to lighten our load.
We jump ‘out of the frying pan, into the fire’!
Now, on top of our existing workload, we’ve added training, supervising and checking work to the list! No wonder we’re overworked, overwhelmed and underpaid.
Hiring employees is only one way to create ‘leverage’ in your business. If you hire your ideal employee first time round, you’ll find yourself with more free time, and although your income will have taken a hit, you’ll have time to prioritise your business!
If you hire the wrong person, you’ll set yourself back months, if not years.
Thankfully there are other ways to create leverage…
As Savvy we believer that ‘Smart bookkeepers store knowledge, expertise and standards ‘in their head’. Savvy bookkeepers create and use leverage!’. We recognise the value of our digital IP, and champion the cause of helping smart bookkeepers like you, extract your IP from your head, to make your business more efficient, organised and peaceful, whilst freeing up your headspace for more important things.
We prioritise equipping, educating and empowering our members to develop their own, or build on ours!
My Bookkeeping Business Vision
by Amy Hooke
Hi, I’m Amy Hooke, a bookkeeping business mentor who helps smart bookkeepers build professional, profitable and scalable businesses.
I started Off The Hook Bookkeeping with a vision: a profitable, virtual bookkeeping practice that could run without me, and with almost two decades of bookkeeping experience, I was a seasoned pro!
When my business had few clients and no staff, having all my knowledge and processes in my head was enough. But as the business grew beyond my own capacity, it didn’t take long until I was constantly:
- doing repetitive tasks over and over again
- switching between clients and losing track
- feeling overwhelmed keeping track of client information and lodgments
- frustrated with employees not upholding standards
Over the years I’ve prioritised developing IP (intellectual property) over trading my time-for-money, knowing that initially it makes things slower, but in the long-run it means my business is not heavily reliant on me.
Why would you want to waste your time, money, and brainpower re-inventing the wheel, when you can leverage mine?
By leveraging my hands-on experience building two successful online businesses, draw on my two and a half decades of bookkeeping experience, plus using my templates, you will get better results than I did, faster than I did, and with a lot less overwhelm.
If the idea of having a professional, profitable online bookkeeping practice that runs without you resonates with you, then keep reading.
What is airtable?
is the free version enough for me?
Like all software apps, there is a free version and two paid levels. Usually, the free versions of software aren’t sufficient for long-term use, and are designed more as a way for you to ‘try it out’ before committing to a paid version.
We recommend the free version of Airtable which is more than enough for most small businesses.
What’s in the paid version?
We find that the paid version is useful if you need the following features (and you probably won’t!):
- Syncs: if you want to sync automatically (instead of manually) or if you need to sync one base/table to more than one other base/table (you probably won’t need to).
- Apps: these are add ons that allow you to add graphs or different features to your bases/tables. We don’t use these often and you can probably live without them!
- Automations: set and forget various tasks to happen automatically, such as creating records, updating records and sending basic emails (they have Airtable branding on them).
- Custom branding and colours: add your own logo to forms and choose from a wider range of base/customisation colours. If you’re embedding forms onto your website you won’t need this anyway.
Is it hard to learn and use?
Airtable provide a lot of training, and so do we! Use Airtable’s online training videos and help articles to learn the functions of the app. Learn from Savvy and our members industry specific ways to use the app.
Once you learn the basics, if building your own isn’t your ‘cup of tea’, then you can use ours, access Airtable’s large selection of pre-made templates, or find templates made by others in the Airtable Marketplace.
What do savvy bookkeepers think about airtable?
Working with Savvy has been the single best decision that we have made for our business and team. After 12 months of working together, we have our business plan, bookkeeping processes, pricing, sales, onboarding, and marketing all sorted. We are delighted with all the support and can’t wait to see what the next year brings!
With the help of The Savvy Bookkeeper team, my business doubled its turnover in the second year, and I have the confidence to keep growing. I love that the team are so supportive, allowing you to opt into relevant sessions and products along the way. They are an extension of my business, and I am so grateful for their ongoing support.