🔥 Texas-sized inspo on today’s Bookkeepers on Fire Live with Phyllis Dietz—mom of 3, Top 100 ProAdvisor, leader of a thriving in-office team (coffee ☕ → happy hour 🍹), and champion of SOPs that actually get used. 🤘

3 🔥 takeaways:

SOPs = sanity ✍️➡️ Start with ONE, use Scribe, link docs in Keeper, and cross-train so every client has a backup. Future-you says thanks. 📚✅

Tech that pays for itself 💻⚙️ QBO + Keeper (month-end & 1099s), Google Workspace, dedicated inboxes (accounts@ / payroll@), and Anchor to streamline billing and push tasks to Keeper. Efficiency = margin. 📈

Boundaries build businesses 🚪💡 Move the office out of the bedroom, keep the team in-person for fast collab, and protect family time. (Friday happy hour helps. 😉)

Big love to Phyllis for the real talk—from roofing-company roots at 17 to word-of-mouth growth (shoutout to the gymnastics-floor client origin story 🙌). Also: folk concerts, Aggie football, and a legit barnyard 🐴🐴🐕🐈🐈🐈🐔🦆🦆🦆

Catch the replay + drop your favorite SOP tip in the comments! 🔥

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