The Bookkeepers’ Success Summit: Getting started

Strategy and Planning - You know what to do!

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Taking the steps to streamline your practice now will create opportunities for your firm, but as always there are choices to be made in determining what your process will be.

Tim Hoopmann is the Founder of Spinn Business Solutions and specializes in helping his clients move business processes online using multiple cloud-technology applications to save both time and money. In the first webinar of his three part series (Part 2 and Part 3 available here), Tim will discuss how strategic planning can benefit your practice.

In order to make the most of your planning process, he recommends starting at the end and first understanding the goals you are targeting. Whether increasing growth, profit, number of clients, or any other metric is your target, establishing this from the start allows you to monitor your progress and helps you stay on track throughout the transformation process.

Choosing a strategic path to success is vital to achieving your plan and your goals. In this webinar, Tim will discuss how to create a strategic plan for your practice, and identify practical steps to take along the way.
In this webinar, you will learn how to:

  • Develop a strategy that will focus on your desired end results
  • Understand your clients and their needs - prepare a situation analysis
  • Identify opportunities to facilitate your move to a streamlined practice
  • Define your key deliverables - it's all about the outcomes