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!

  • lanyloverB
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    1 year ago

    u/Little-Lemon2101 sounds like you need some process management. It’s a matter of bringing each request into it‘s matching „workflow lane“.

    It also sounds like there is a huge proportion of requests that are probably similar (and simple). They kill your time (and focus) when it’s uncalled for. You need some kind of template to answer them without putting too much effort into them. Some kind of filter.

    • Little-Lemon2101OPB
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      1 year ago

      Yes that’s what we are working on. A whole workflow system. My IT company is in the works to build it out. Once we have that I know a lot will be smoother. Until then…