How to Break Down Big Projects into a 3-Step Framework w/Justine Lackey
01/14/25 • 56 min
Do big projects leave you feeling stuck?
In this episode of the Accounting Flow Podcast, we’re chatting with Justine Lackey about her easy 3-step framework to make even the biggest tasks feel doable.
She covered how to break projects into smaller steps, stay focused, and get things done without stress.
Whether you’re managing your business or just trying to organize your day, this episode will give you tools you can use right away.
Tune in!
Follow us on:
LinkedIn: https://www.linkedin.com/company/financial-cents/
Facebook: https://www.facebook.com/FinancialCents
X: https://x.com/_FinancialCents
YouTube: https://www.youtube.com/@financial-cents
Do big projects leave you feeling stuck?
In this episode of the Accounting Flow Podcast, we’re chatting with Justine Lackey about her easy 3-step framework to make even the biggest tasks feel doable.
She covered how to break projects into smaller steps, stay focused, and get things done without stress.
Whether you’re managing your business or just trying to organize your day, this episode will give you tools you can use right away.
Tune in!
Follow us on:
LinkedIn: https://www.linkedin.com/company/financial-cents/
Facebook: https://www.facebook.com/FinancialCents
X: https://x.com/_FinancialCents
YouTube: https://www.youtube.com/@financial-cents
Previous Episode
The Workflow For Scheduling a Tax Prep w/Brenda S. Cannon, CPA
Ready to conquer tax season without losing your mind?
In this episode, Roman Villard, CPA, sits with Brenda S. Cannon, CPA, to break down the ultimate workflow for organizing and scheduling tax preparation with clients—without the headaches.
Brenda shares her go-to strategies, tools, and tips for staying on top of appointments, streamlining communication, and keeping things smooth as tax season ramps up.
What you’ll learn in this episode:
✅ How to create an efficient scheduling process for tax prep
✅ Tools for staying organized
✅ Tips for handling no-shows, reschedules, and client follow-ups
Tune in and make your tax prep scheduling flow this season!
Follow us on:
LinkedIn: https://www.linkedin.com/company/financial-cents/
Facebook: https://www.facebook.com/FinancialCents
X: https://x.com/_FinancialCents
YouTube: https://www.youtube.com/@financial-cents
Next Episode
How to Use Frameworks to Grow Your Accounting Firm w/Megan Comer, Roman Villard, CPA, and Chad Davis, CPA
Scaling your accounting firm requires strategy, structure, and a system that evolves with you.
It’s about creating frameworks—tailored, practical, and adaptable—to guide how your firm operates, serves clients, and builds a team culture that thrives.
At WorkflowCon 2024, three industry leaders—Megan Comer, Roman Villard, CPA, and Chad Davis, CPA—came together to share their hard-earned insights on frameworks.
They didn’t just talk theory—they gave actionable advice, real-world examples, and honest reflections on what’s worked for them (and what hasn’t).
Grab your headphones and tune in!
Follow us on:
LinkedIn: https://www.linkedin.com/company/financial-cents/
Facebook: https://www.facebook.com/FinancialCents
X: https://x.com/_FinancialCents
YouTube: https://www.youtube.com/@financial-cents
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