Increasing Workflow Efficiencies in Your Small Business with guest Eric Saumure

Ep. 106 – Increasing Workflow Efficiencies in Your Small Business with guest Eric Saumure

September 19, 2023

Can technology really help small firm owners with workflow efficiencies?

Do virtual, online services such as accounting and bookkeeping really work?

Guest Eric Saumure and I talk about:

  • Why he founded an online, 100% remote, accounting service 
  • Why some business owners might be reluctant to try 100% remote services for their financial services
  • His suggestion to other firm owners who might be considering the shift to online and 100% virtual
  • How his business facilitates a positive work culture – great ideas
  • Tech tools that can help you save time with your finances including:
    • DEXT – here previously Receipt Bank
    • KARBON – collaborative workflow platform (here)
    • Any appointment scheduler
    • Ignition – for proposals and pricing
    • Zapier – for a 3rd party connector between software
    • PLOOTO 
    • XERO

Listen to Eric and his team on their recently launched podcast – Small Business, Big Insights

ABOUT ERIC

Eric Saumure is not your traditional accountant. While he’s formally trained as an accountant (CPA, CA), he has experience advising C-suite executives and business owners on all areas of business finance, including succession planning, restructuring, building processes, and managing remote teams.

He enjoys simplifying jargon and complex tax/accounting concepts. He got sick of the big firm feel and decided to change the way people see their accountant and started Zenbooks.

Zenbooks is an online Canadian accounting firm that’s 100% remote and leveraging the latest cloud-based tools to advise small business owners across Canada. Eric has been sourced in CBC National News, CTV News, and various radio interviews.

Connect with Eric here:

ACTION PLAN

 To increase workflow efficiencies:

  1. Identify bottlenecks
  2. Ask ‘who’ can do this work, not ‘how’ will it get done
  3. Ask if there a tech tool/app that can increase efficiencies

Here’s the graphic of my GROW Equation:

The GROW Equation 2023 - Diana Lidstone

Subscribe and never miss an episode!

Subscribe on RSS feed
listen on amazon music
Subscribe on Spotify
Subscribe on RSS feed
Subscribe on RSS feed
Subscribe on RSS feed

Recommended Episodes

Ep. 149 – Ditch The Billable Hour: What To Do Instead!

Ep. 149 – Ditch The Billable Hour: What To Do Instead!

Pricing your services for profit can be a challenge for most business owners.  And in some industries like bookkeeping, accounting and legal, it’s been tradition to price by the hour.  But this week, my special guest will challenge you to think differently about your...

read more
Ep. 148 – 10 Signs It’s Time To Raise Your Prices

Ep. 148 – 10 Signs It’s Time To Raise Your Prices

Raising your rates can be one of the most uncomfortable activities you do in your business and yet, it can be one of the most satisfying too! In this episode, I talk about: Money set point 10 signs it’s time to raise your rates Client stories of how and when to raise...

read more
Diana Lidstone Profile Pic

About Diana Lidstone

Diana Lidstone coaches entrepreneurs to accelerate growth and increase profits while freeing up more time for the things they love. Best-selling author, speaker, and host of the Work Less, Profit More Business Podcast, Diana transforms frazzled, overworked business owners into profitable, overjoyed CEOs.

Top 5 Proven Client-Getting Secrets

Get new clients, easily, with my FREE GUIDE that teaches you the 5 proven client-getting secrets that my clients use to make their marketing easy.

 

Download now and get immediate access!

You have Successfully Subscribed!

Diana Lidstone Coaching and Consulting

Client Appreciation Workshop - Register Here!

After you register you'll receive an email with the zoom link and any handouts.

Success! You have registered for the workshop, please check your inbox for all the details!