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The Successful Bookkeeper Podcast - EP305: Shelli Warren - Building Your Dream Bookkeeping Team

EP305: Shelli Warren - Building Your Dream Bookkeeping Team

06/28/22 • 39 min

The Successful Bookkeeper Podcast

“You’re offering a career, not a J-O-B and we want people to come and join your team because they see the value in having a career, alongside you.”

-Shelli Warren

Finding the right people to build your dream team can be exhausting. It is often so overwhelming a process that we let desperation take hold. Seeking to grab anyone we can to help us, rather than taking the time to really find people who are the best fit.

It is the goal of every business owner to eventually get out of the day-to-day, to better focus on business development, but we can’t do that without a trusted team, and without belief in ourselves as the leaders of our own businesses.

But if you are constantly dragging people behind you, they aren’t adding positive value to your business. You need from the moment you post the interview, all the way through to the way your business practices, to paint a picture of the future, that the right people can connect to and feel at home in. Walking in step with you towards your goals, not holding you back from them.

Shelli Warren, a team and leadership coach with Biz Chix and host of the Stacking Your Team podcast, is this week's featured guest.

She discusses the importance of effective leadership, learning from your clients and building a business pointed firmly at the future, not dragging the past behind you.

During this interview, you'll learn...

  • How to paint a story of your business that makes others want to be a part of it
  • The importance of building your team around the future, not the past
  • The value of learning every lesson life has to teach you

Learn more about Shelli and Biz Chix at this link.

Listen to the Stacking your Team Podcast here.

Connect with her on LinkedIn. Time Stamps

1:35 - Shelli talks about her career journey 5:15 - Getting to know Biz Chix 7:14 - Building your dream team 10:00 - What we can learn from our clients 12:15 - The key to stacking your team 17:05 - How do you know if new employees will be a good fit? 20:32 - Overcoming limiting beliefs 24:50 - Dealing with a bad hire 29:56 - Being honest about your offering 33:00 - Creating impactful meetings
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“You’re offering a career, not a J-O-B and we want people to come and join your team because they see the value in having a career, alongside you.”

-Shelli Warren

Finding the right people to build your dream team can be exhausting. It is often so overwhelming a process that we let desperation take hold. Seeking to grab anyone we can to help us, rather than taking the time to really find people who are the best fit.

It is the goal of every business owner to eventually get out of the day-to-day, to better focus on business development, but we can’t do that without a trusted team, and without belief in ourselves as the leaders of our own businesses.

But if you are constantly dragging people behind you, they aren’t adding positive value to your business. You need from the moment you post the interview, all the way through to the way your business practices, to paint a picture of the future, that the right people can connect to and feel at home in. Walking in step with you towards your goals, not holding you back from them.

Shelli Warren, a team and leadership coach with Biz Chix and host of the Stacking Your Team podcast, is this week's featured guest.

She discusses the importance of effective leadership, learning from your clients and building a business pointed firmly at the future, not dragging the past behind you.

During this interview, you'll learn...

  • How to paint a story of your business that makes others want to be a part of it
  • The importance of building your team around the future, not the past
  • The value of learning every lesson life has to teach you

Learn more about Shelli and Biz Chix at this link.

Listen to the Stacking your Team Podcast here.

Connect with her on LinkedIn. Time Stamps

1:35 - Shelli talks about her career journey 5:15 - Getting to know Biz Chix 7:14 - Building your dream team 10:00 - What we can learn from our clients 12:15 - The key to stacking your team 17:05 - How do you know if new employees will be a good fit? 20:32 - Overcoming limiting beliefs 24:50 - Dealing with a bad hire 29:56 - Being honest about your offering 33:00 - Creating impactful meetings

Previous Episode

undefined - EP304: Donna McGeorge - How To Master Your Time & Productivity

EP304: Donna McGeorge - How To Master Your Time & Productivity

“What can I do in the last part of the day that makes tomorrow morning better?”

-Donna McGeorge

Finding balance in our lives is never easy. There can be a strong compulsion to equate working harder with being more successful. Pouring all our time, energy, and attention into work, and leaving very little for our personal lives or for more spontaneous client connections. If you are throwing all of your effort into your business and getting the results you want, keep doing what you are doing. But if you are struggling to manage your time, and feel constantly overwhelmed, there is no harm or shame in looking at ways to better manage your time and energy to positively boost your productivity. What can I do now that my future self will thank me for? That is the question posed by today’s featured guest, Australian productivity expert and author, Donna McGeorge, whose approach to productivity will see you retraining your brain, protecting your time, preventing you from getting overwhelmed and leave you more energized for the day ahead.

During this interview, you'll learn...

  • The value routine & discipline play in protecting your time
  • How to stop over-committing your time and resources
  • The importance of working consistently

Learn more about Donna here. Get Donna’s latest book, The 1 Day Refund at this link.

Connect with Donna:

LinkedIn Twitter Time Stamps

1:53 - Donna talks about her career journey 3:12 - Lessons from her upbringing 7:11 - Is what you’re doing working? 9:27 - Using our time wisely 11:58 - Where do we start? 15:30 - The hour of power 20:35 - Clean space, clean mind 25:01 - Reclaiming our time 33:35 - How to stop overcommitting 37:31 - Days down, Dollars up!

Next Episode

undefined - EP306: Spotlight - Martin Chee - Elevating Your Bookkeeping With Automation

EP306: Spotlight - Martin Chee - Elevating Your Bookkeeping With Automation

“If the data exists digitally, the user should be able to control that information, and use it in any way they want.”

-Martin Chee

How automated are your bookkeeping processes? It can be a real challenge to keep pace with all the apps, programs, and interfaces, marketed as making a bookkeeper's life easier. This can create reluctance to engage with automated processes.

But, how much time are you wasting, manually inputting data, that could be organized with the click of a button? If you’re afraid of jumping into the automated pool, this is the episode to ease you in.

Martin Chee, CFO, and Co-founder of Amaka, talks today about the role of automation and integration in creating more efficient businesses. There is more data out there than anyone could manage by themselves. The more effectively this data is processed, the greater the insights available.

Martin’s approach is one of valuing the work as much as your time, to reduce friction points, letting you do far more work, without the equal time drain of doing it manually, creating time savings you can also pass onto your clients.

During this interview, you'll learn...

  • The value of caring for your time, resources & productivity
  • How to collect & manage data to the best use of your clients
  • The importance of automation in creating better services

Learn more about Amaka here.

Connect with Martin on LinkedIn.

Time Stamps

1:23 - Martin talks about his career journey 6:14 - Evolving with your product 9:20 - Knowing when to pivot 11:22 - The value of automation 21:25 - Finding the right tools for your business 25:17 - Getting your time back 33:20 - Learning more about Amaka

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