How do you keep up? I own an accounting firm, have 3 employees and over 100 clients. I worked on a project management system for months that didn’t work how it was intended. So we are having one being built out. We are piecing things together for now. But I just can’t keep up!
When I first started my business over 10 years ago, I gave clients my cell number because it was just me. I have so many clients texting and calling me directly I can hardly get anything done. I can’t turn it off because of my kids school.
I have been delegating as much as I can. But even for me to review stuff. I am just behind. I wish I could work after hours so I could actually get stuff done.
Idk what I am needing, I guess more venting. But I’ll take any advice you’ve got!
I’d honestly switch numbers and get your personal contacts & school connected with the new number. Just for purposes of project management it would drive me crazy with things coming from all directions.
I’m a data analysts at one of the largest insurance brokers and we thought about using Monday like you’ve. Sadly it wasn’t up to par with what we needed. We found our best solutions were to honestly keep taking things slowly and develop what we needed. Not sure what exactly you have for man power and stuff but there’s a lot of systems out there that can be beneficial. I’d suggest setting up some sorters for example a quick power automate system that can funnel and organize your emails for you.