0:55

Hey everyone and welcome back to yet another episode of the Conquering Workflows and Systems

0:57

for Bookkeepers and Accountants

0:59

podcast with your host Alyssa Lang.

1:02

I am so excited because today we have just

1:02

an amazing and incredible guest today.

1:06

I can't wait to dive into some really

1:06

amazing and like I just, some of the

1:11

things that Megan was mentioning that

1:11

we were gonna kind of chat through today

1:15

about some of the journeys of her health

1:15

journey that she's going on and some

1:18

things that she's doing, in donations. It's just so amazing and it's

1:20

so near and dear to my heart.

1:22

So I'm so excited to be

1:22

diving into today's episode.

1:25

So I am so excited to bring someone

1:25

on who's not only just, I'm here

1:29

on the podcast, but also someone

1:29

who's in my kickoff with Asana

1:32

program and also breakthrough,

1:32

and I'm just so excited to get.

1:36

To know more about your business and kind

1:36

of what you have going on and for you

1:39

to share your story with the audience. So Megan, thank you so

1:40

much for being here today.

1:43

Please feel free to introduce

1:43

yourself, your firm and what you do.

1:46

Thank you. So, my name is Megan Dzwigy and I

1:46

am the owner of Clean Bookkeeping,

1:49

LLC, and we are a smaller firm

1:49

based out of Lisbon, Montana.

1:54

However, we do have a basis

1:54

of clients nationally.

1:58

And we cater to small

1:58

businesses, of varying sizes.

2:02

I don't think that we necessarily

2:02

have a niche in the business type.

2:05

The only thing that we don't dabble in as

2:05

nonprofits, but we provide support and

2:10

full bookkeeping services for our clients.

2:12

I love it. And so you were saying for

2:13

your niche, I'm just curious. Cause I think the topic of niching

2:15

is always fun for everyone to hear.

2:19

You were mentioning a second ago,

2:19

that's not really like a type

2:21

of business, but it's a type of

2:21

person, or is it like a location?

2:24

It's a type of person, I think. And so we service everyone from

2:26

startups to established businesses.

2:30

Generally speaking, I think a lot of

2:30

our work comes from cleanup clients.

2:34

And so I had no intention of using

2:34

that term so often when I named the

2:38

business, you know, I, I probably

2:38

would have named it differently.

2:42

Had I known how often it would be

2:42

like a pun, but, uh, we get a lot

2:46

of referrals for cleanup work. And then from there, we're able to retain

2:48

our customers or clients, I should say,

2:52

and continue on with monthly services.

2:54

So they don't end up in the same situation

2:54

that they are, but we certainly don't

2:58

have a necessarily business size or.

3:03

Turn away work. Our important thing is, is that

3:04

we're good fit for each other.

3:08

And so that's kind of where our niche

3:08

is, is that how do we work together?

3:11

And usually you can tell within the first

3:11

couple of minutes of a phone call, you

3:14

know, a discovery call of, yeah, we're

3:14

clicking or, you know, no, it's not.

3:19

And so to me, it's more important to

3:19

build the relationship than necessarily

3:22

the type of business, because we service

3:22

everyone from construction offices to

3:27

medical offices to therapists, creatives.

3:30

we don't necessarily have

3:30

a niche of the industry.

3:33

I should say of the type of business that we service. I love that because I think that's

3:36

such a big thing that I think a lot of

3:39

people get confused by because there's

3:39

a lot of people teaching in this space

3:42

being like a niche equals industry and

3:42

I like really don't believe in that.

3:45

I really believe that like it can be,

3:45

but it can also be a niche in software.

3:50

It could be a niche in a type of person. Exactly.

3:52

You know what I mean? Like for me, like for us, we, for

3:52

my firm, we serve specifically.

3:56

Women in business who are

3:56

making at least over 250k.

3:59

So we don't work with

3:59

startups, but that's okay.

4:01

Like that's who we've

4:01

decided to work with.

4:03

And we work with creatives, coaches,

4:03

course creators, and e commerce brands.

4:07

And so we don't work with

4:07

anybody outside of that.

4:09

And so, yeah, we technically do serve

4:09

certain industries, but like, we also

4:13

are very specific to women and also they

4:13

have to be at a certain income level.

4:17

And so I think it's such an

4:17

important message to kind of like

4:19

start us off here that like a niche

4:19

doesn't need to be an industry.

4:23

Yeah, exactly. And so Bozeman is very construction based.

4:27

We're one of the fastest

4:27

growing cities in the nation.

4:29

And so I think being able to provide

4:29

construction, bookkeeping and accounting

4:34

services is huge, especially for our area.

4:37

However, I don't want that to limit us.

4:39

And so You know, that's partly why

4:39

we have the niche of serving small

4:44

businesses of various industries

4:44

across the nation, you know, because

4:49

we don't know what's going to happen. The construction industry. We don't know what's going to

4:51

happen with interest rates. You know, there's so many unknowns

4:52

that, but it's also a huge market here

4:57

that provides a lot of opportunity. And so we're kind of in a unique

4:59

situation where we need to be able to

5:03

provide this service, but we certainly

5:03

don't want to structure the business

5:06

to where if that industry goes out,

5:06

then we're out, you know, you know,

5:11

We're having clients say, well, I'm

5:11

going to do it myself and save money.

5:14

And, you know, part of it too,

5:14

is being able to communicate the

5:17

value of the services that we're

5:17

providing and continue to, communicate

5:22

that value and show our worth. And so, again, that goes back to the

5:24

relationship building as we, we have

5:28

really strived to create long lasting

5:28

relationships with our clients.

5:32

And so. They feel like they can call us

5:33

with any questions that they have.

5:36

We're kind of an open book. We're there for them. And then that's where I find that

5:38

we've had a lot of success is

5:41

being able to provide that level

5:41

of support with our clients.

5:44

But part of that, you know, has

5:44

certainly improved since doing

5:47

breakthrough and Asana that we have

5:47

the time to be able to continue those

5:52

relationships and also scale accordingly.

5:55

Yes. And I love it. I'm, I'm I'm just, I'm so excited to

5:56

have one of the conversations I think is

6:00

my most exciting piece of like chatting

6:00

with you because I was reading through

6:04

like your story that you submitted when

6:04

you were, when we were talking about

6:07

bringing on new guests for the podcast. And I want you to explain this cause I

6:09

really want to make sure that you justify

6:13

like the seriousness of like what you

6:13

kind of went through and like how your

6:16

business was able to get you through that. But I'd love for you to share.

6:19

Thank you. as much as you would love to or be willing

6:19

to about your journey with your health

6:23

stuff that kind of came up for you and

6:23

how it like coincided with the business

6:27

and what you did in the meantime while

6:27

you were dealing with those things.

6:31

Sure. So it's kind of a crazy story

6:32

is I was working for a large

6:37

corporate office and, hated it.

6:40

I absolutely hated it and knew that

6:40

I wanted to leave, but they had

6:43

an incredible 15, 000 fertility

6:43

benefit on their health insurance.

6:48

And my husband and I weren't

6:48

really planning on having kids.

6:50

It was never a part of our

6:50

plan or anything, but I just

6:53

kind of felt like, screw it. It's money on the table.

6:55

Like I'm not going to leave this

6:55

benefit and not take advantage of it.

6:59

So I went in for fertility testing

6:59

and we were told that it would

7:03

be highly unlikely to conceive

7:03

naturally and recommended to do IVF.

7:08

And although IVF wasn't something

7:08

that we had wanted to do, but they had

7:13

recommended to do genetic testing and

7:13

I Again, was like, Well, it's free.

7:18

Like this is stupid for me

7:18

not to take advantage of it.

7:21

And so with the genetic testing, I

7:21

learned that I carry the BRCA2 gene,

7:26

which is the genetic mutation, with

7:26

extremely high risk for breast cancer,

7:30

ovarian cancer, pancreatic and melanoma.

7:33

And so kind of rocked my world.

7:36

You know, I was in this transition point,

7:36

scary transitioning out of corporate

7:42

America to a different type of business

7:42

to do bookkeeping services there.

7:47

I still a clean bookkeeping, but I

7:47

didn't really have traction for it.

7:50

And it was just like, holy cow,

7:50

like, How is this happening?

7:55

And so I made the decision in August

7:55

of 2021 to undergo a preventative

8:00

mastectomy and breast reconstruction. so it's a full double mastectomy where

8:02

they remove all the breast tissue and

8:06

then replace with implant reconstruction

8:06

for the look of an appearance of breasts.

8:11

And so the intention of that surgery is to

8:11

significantly lower my breast cancer risk.

8:17

And, shortly after I got pregnant.

8:20

So, you know, being told that we couldn't.

8:23

we would likely not be

8:23

able to conceive naturally.

8:26

And then boom, I did. And so it was kind of a crazy scenario

8:28

of like, well, do I still work?

8:33

Should I just go work for somebody? Should I continue with the business?

8:37

You know, how is this going to work out? And I can say that it was a rough

8:39

situation because I didn't have the tools.

8:46

You know, especially that the program

8:46

provides from Breakthrough and Asana.

8:50

During that time period, we were doing

8:50

everything on Excel spreadsheets.

8:53

We were just kind of like coasting.

8:55

And so I hired someone and I wasn't

8:55

able to be the employer and be

9:02

the leader that Need it to be.

9:05

And so learn from that experience,

9:05

found out about you and started

9:10

listening to your podcasts and then

9:10

purchase breakthrough and Asana.

9:14

And that was in October of 2023.

9:18

So, you know, two years after the

9:18

fact, new mom trying to navigate,

9:21

like, what the hell am I doing? How am I going to do this?

9:24

We had a terrible daycare situation.

9:26

I'm like, Oh my God. And then I found you. You know, breakthrough in Asana

9:28

and implementing the tools.

9:31

And since then, it's been insane.

9:34

We're able to scale. We're able to continue our

9:36

relationships for having to have

9:39

contact with all of our clients. But more importantly, too, what that's

9:41

allowed me to do is to get back.

9:45

And so during my health journey, I felt

9:45

that there was a lack of support in

9:49

the community and a lack of knowledge

9:49

and resources available for people

9:52

in my position of, well, I have BRCA.

9:56

The BRCA gene mutation,

9:56

like how do I do this?

9:59

Or who do I go to? How do I navigate the healthcare system?

10:03

And so just recently, about a month ago,

10:03

Clean Bookkeeping was able to make a

10:07

donation to start a provider program,

10:07

which is at Individuals in my situation

10:12

or similar situations where they

10:12

have genetic mutations that make them

10:15

high risk for cancers, all, you know,

10:15

different conditions or just high risk in

10:20

general, who are exploring preventative

10:20

surgeries and preventative options.

10:25

but clean bookkeeping was able to make

10:25

the donation to start the program.

10:28

And that's huge. You know, something that I felt

10:30

we were lacking support and I

10:33

never thought that we would be

10:33

able to continue with the program.

10:36

So so much. be able to do that.

10:40

But I can honestly say that

10:40

Breakthrough and Asana have helped

10:43

us scale and be able to do that and

10:43

continue to do that in the future.

10:47

That's just amazing. I mean, I don't know if you know

10:48

much about my story with my brother,

10:52

cause I know you listened to the

10:52

podcast, but I've probably only

10:54

talked about him a couple of times. I lost my brother to cancer.

10:57

oh my gosh, how long ago it

10:57

was, he was 16 and I was 15.

11:02

Yeah. So it was, he was really young. And so it's.

11:04

It's been almost the same number

11:04

of years he was alive is the same

11:08

number of years that have passed. It's kind of, that was a very surreal

11:09

year for, for me in like reflection.

11:13

So whenever I hear anybody who's going

11:13

through any sort of like cancer or

11:18

something that can be a cancerous in the

11:18

future where you're being preventative,

11:22

Or you're doing something like this

11:22

where you're giving back to that.

11:25

I think it's just so incredible because

11:25

it's so near and dear to my heart.

11:29

he did the make a wish program. So like a lot of people

11:30

donate to make a wish. So like, I always really just love

11:31

people who kind of go out of their way.

11:35

And that's a big thing for me too. And like, I wanted my business to be

11:36

able to give back in that space because

11:40

I know what it was like for my brother

11:40

feeling lonely, even though our family

11:43

was like experiencing it with him. Nobody can compare to like

11:45

understanding what it felt

11:48

like to actually live with it. And so I really love that you're

11:49

donating towards something that is beyond

11:54

just the like, here's some support. It's like, it sounds like it's

11:55

like really like this fully

11:58

holistic, comprehensive approach

11:58

to support people in that position.

12:02

Yeah, absolutely. It's kind of crazy. It's like, I feel like everyone's

12:04

been affected by cancer, you

12:07

know, some way, somehow, you know,

12:07

unfortunately it's just part of our

12:11

lives, but Yeah, you're exactly right.

12:14

Being able to have that support and to be

12:14

able to give back and to start something

12:18

and then knowing that the intention

12:18

is, is that we'll be able to continue

12:22

providing that support in the future is

12:22

like mind blowing to me and something

12:26

that I never imagined that we would be

12:26

able to have the revenue to do that.

12:32

And I don't want to make it sound

12:32

like, Oh, we have this revenue, you

12:35

know, we're rolling in the cash. We're, you know, taking advantage

12:36

of our pricing for our clients, but.

12:40

It's something to where I know that

12:40

we're able to provide the value to our

12:44

clients for our worth and to be able

12:44

to budget something like that into

12:48

our annual budget is huge for me.

12:50

You know, something that is extremely

12:50

important, you know, of course, like

12:54

we have to pair on bells and, you

12:54

know, We have our own obligations as

12:57

a firm and then also, you know, to

12:57

our employees and everything else.

13:01

But it's been, yeah, just very big

13:01

relief to finally be able to do that.

13:06

Yeah, especially to be in that position. I don't think it's anywhere wrong

13:08

in my eyes, like how I see it.

13:12

I'm sure other listeners as well. It's almost like a privilege to

13:14

finally be at that point, but

13:17

you work for that privilege. So like you deserve to be able to

13:18

like, do what you please with that

13:22

extra money, with that extra cash. Absolutely.

13:24

Yeah. It's like, you know, four years

13:24

in here and, Cleen's four year

13:28

anniversary is actually next week.

13:30

so it's pretty insane to think about. And I'm like, you know, something

13:32

of where I never imagined that

13:36

something that started as a

13:36

side gig would be a full time.

13:40

Position and to be able to support

13:40

employees and do things like this is a

13:45

huge kind of mind blowing scenario to me.

13:49

Oh yeah, it's I can't make this joke

13:49

that like we girlbossed way too hard.

13:55

And here we are with like this

13:55

big business because a lot of.

13:58

Like me and you together and also all

13:58

the listeners definitely can resonate

14:02

with like, I started this thing thinking

14:02

it was going to be a side hustle,

14:05

pay some extra bills around the house

14:05

and, you know, maybe have fun money.

14:10

Yeah. It was just like, Oh, okay. Yeah. People need help.

14:12

Like, cool. I'll like help them out, you know?

14:16

And then I'm like, well, Hey, you

14:16

know, this is kind of a crazy thing.

14:19

And then, yeah, it's just like

14:19

transpired and just has traction now.

14:22

And then of course, this time of

14:22

year is always a crazy time of year

14:25

of people realizing they need help.

14:27

And then You know, we do most of our

14:27

onboarding come Q1 is kind of a little

14:32

bit slower, and then Q4 ramps up again,

14:32

and so yeah, it's just been kind of

14:37

wild, but just to be able to scale and

14:37

then have, tools in place so that way

14:42

nothing slips through the cracks is,

14:42

Extremely comforting, you know, before

14:47

going through surgery and pregnancy

14:47

and trying to take a maternity leave.

14:51

And then I was stupid and I tried to

14:51

work while I was on maternity leave.

14:54

And then I just made so many mistakes. I'm like, I wish I just wouldn't have

14:56

worked, you know, at the end of the

14:59

year, I'm trying to catch myself. And I'm like, who did this?

15:01

I'm like, I did it, you know, and I'm

15:01

like, so tired and not sleeping and, you

15:07

know, having these tools, I wish that I.

15:10

Would have been more receptive and

15:10

open to it a couple years ago, it's

15:14

kind of one of those things where

15:14

like, I've been told by friends.

15:16

Oh, you know, hire a business coach

15:16

or look into different things.

15:20

I'm like, I don't need that. I don't need that.

15:22

And now I'm like, Oh my gosh, I

15:22

cannot believe that I have not

15:26

had these processes in place. For at least a lot longer.

15:29

I totally. I think everybody could

15:31

resonate with that. I feel like it's like that concept of

15:33

like, you don't know till you don't know,

15:37

like what it's like, because you don't

15:37

get, you have to first do it to like,

15:41

then get the like back end benefit of it.

15:44

And so sometimes like when I'm having

15:44

conversations with people, I'm like, I

15:48

seriously can't convince you as much as

15:48

like our sales page is trying our best to

15:51

let you know, like what breakthrough and

15:51

like what our programs can do for you.

15:54

Yeah. Like, I can only tell you because I'm

15:55

biased obviously, cause it's my program.

15:58

I love it. But like, of course I'm going to

16:00

tell you like, but I do, honestly,

16:03

I do have results from our students. So like, I do have proof

16:05

that like it does work.

16:07

but anyways, I have to, I always have to

16:07

tell them, like I know that you've been

16:10

told by people and you've been burned. Cause I hear it all the time.

16:12

I've been burned by this program that charged me. Oh my God.

16:15

Like I've heard it all like 10

16:15

K and they didn't do anything

16:17

and they didn't deliver on it. And like, , All this stuff.

16:19

And I'm just like, I don't know what I

16:19

can tell you other than like, I promise

16:23

you, you're going to get something way

16:23

more beyond what you put into that.

16:27

And man, it's just like, you

16:27

don't know till you don't know.

16:31

No, I totally agree. Yeah. It's just one of those things.

16:35

Yeah. You just, you don't know. And I have clients who unfortunately

16:37

have been in that position where, you

16:42

know, we see what they're spending their

16:42

funds on and they have expressed, you

16:47

know, or I'm like, what's this for? And they say, well, it's for training for

16:48

this business coach, et cetera, et cetera.

16:52

And then they're just stagnant. You know, they're just stagnant where

16:53

they are and they don't know how to Kind

16:58

of get out of it and they spend this

16:58

money and then, yeah, they are burned.

17:01

They're hesitant to invest in somebody

17:01

else and then they don't have the lack

17:05

of trust and then they're just kind

17:05

of stuck in this round merry go round

17:08

of not wanting to spend the money or

17:08

not trusting somebody, and then just

17:13

staying the same in their business,

17:13

just circling, circling around.

17:16

And so I can be a hundred percent.

17:19

success story in this of saying

17:19

that, yeah, it did help, you know,

17:23

Asana has helped me become a better

17:23

employer to be able to communicate

17:27

what's needed and then know that those

17:27

tasks and everything are in place to.

17:32

Make sure that nothing slips through the cracks. the breakthrough program has helped me

17:34

hire, you know, when we, I just recently

17:37

have a new employee starting this week

17:37

and training her, but during the interview

17:42

process, I was able to ask the correct

17:42

questions to be able to understand what

17:48

level somebody was at with software,

17:48

with their prior accounting experience.

17:54

And instead of just saying, well, do

17:54

you have experience in them saying

17:58

yes, and Me trusting that, you know,

17:58

asking more detailed questions to

18:03

be able to make a good hire and

18:03

then implement a training program.

18:07

So that way they aren't left in

18:07

the dark and I can be a better

18:09

employer and a leader for them. I love that.

18:12

So did you guys ever implement from,

18:12

you know, on Breakthrough, we teach

18:14

like the internal training program. Cause you just kind of

18:16

like touched on that. Did you guys ever implement or like

18:17

prerecord or get like an agenda ready

18:21

for when you're training and hiring? I do, I have an agenda and

18:22

I do have items recorded.

18:26

Uh, I'm very big on understanding

18:26

how the person learns.

18:30

So it's kind of a hybrid approach.

18:32

I will be 100 percent honest

18:32

with that is that I understand

18:37

that everyone learns differently. And some people will learn from visuals.

18:40

Some people need something growing

18:40

out as you know, different.

18:45

levels. And so for me, it was important to

18:45

understand how this hire learns.

18:50

And then the training resources are

18:50

there in a very similar manner to what

18:54

is through breakthrough, but I will

18:54

be honest that I haven't taken the

18:58

time to record every single thing.

19:00

I think that some of it is,

19:00

we could do this and then

19:04

they may not find value in it. and maybe finding value isn't

19:06

the correct term, but You know,

19:09

they may process it differently. And so I don't want to flood

19:11

somebody with too much information

19:16

to where it's overwhelming. And so it's kind of a hybrid

19:17

approach of understanding.

19:20

Okay, how is she going to learn or

19:20

what's best for her to reference?

19:24

So there's certainly a lot of videos

19:24

that have been recorded and SOPs.

19:28

Absolutely. We do have a training agenda to

19:28

make sure that we're hitting all

19:31

the key topic points, especially

19:31

at different points in the month.

19:35

Because there are things that only get touched once a month. And so, especially those things, we've

19:37

made sure that we have SOPs and videos

19:41

recorded on because it even helps myself.

19:43

Like I've found that it's

19:43

helped me like, well, okay.

19:46

I haven't touched this in a month

19:46

or once a quarter, you know,

19:50

some of the journal entries that

19:50

we do are only once a quarter.

19:53

Crap, I can't remember. Like, like, I'm worried

19:55

about daycare lunch.

19:57

Like, I'm not thinking, like, You

19:57

know, about that 3 months ago.

20:02

Yeah, I totally can agree because

20:02

like, that's the same approach.

20:05

So we do, we have like a pre recorded

20:05

training program and that's like, but

20:11

what we do and I don't know if this is

20:11

helpful for you because 1, we actually

20:14

do like for everything that we do. We've always had like.

20:17

One, the transcript version, the video

20:17

version, and then like bullet pointed

20:21

information, because we found that

20:21

also our team learns differently.

20:25

And some people like to see things differently. So I don't know if that's like

20:27

helpful because like sometimes there

20:29

are people who like to process it

20:29

on their own time versus someone

20:32

who likes to sit and ask questions. And so what we do at the very beginning

20:35

of whenever we hire a team member

20:37

before they start their training, we

20:37

actually do like, it's a Google form.

20:41

And it's pretty straightforward

20:41

where we like ask them like, Do

20:43

you prefer video text or this?

20:45

Like, it's just like a quick little quiz. I don't know if it's like a quiz.

20:49

It's not really the right word. Let's like a, like an intake, I guess.

20:52

Yeah. Yeah. So like, they essentially like tell us

20:54

how they learn better because like, if

20:57

we have someone who's like, I am more

20:57

of someone who likes to ask questions

21:00

and we let them know in the Google form. Cause remember, these are people

21:02

that like, just start working

21:04

with you where they want to like

21:04

impress you and make you think that

21:06

they're like the best at everything. And so.

21:09

They will typically not tell

21:09

you like their doubts, their

21:11

feelings at the very beginning. Cause they don't want to

21:12

look like a weak employee. Right. So we're just very transparent

21:15

with them that like, Hey,

21:18

look, we're not judging you. We're not going to look

21:20

at you in a different way. It's just so that we could tailor

21:22

your experience to make the most sense

21:26

for you as our employee, to make sure

21:26

that like, You can consume and receive

21:31

all this information the right way. So if someone's like, I'm more

21:32

hands on, then we're going to do

21:35

more of like maybe, uh, by daily.

21:38

Cause like for us, it's a four week training. So it's by daily check ins with the

21:39

manager where it's like 15 minutes.

21:43

They can like fire off questions

21:43

and they can compile their

21:46

own questions and whatnot. And so for that learner, we typically

21:48

will, we'll give them like a pre

21:51

recorded video of like, it's actually me. Being like, here's some tips on like how I

21:53

prep for like meetings or like ways to ask

21:58

questions where like I'm not firing them

21:58

off in slack instead of like compiling

22:02

them, you know, usually I use a quick

22:02

little Google Doc and I just put my notes

22:05

and my thoughts and my ideas in there

22:05

and then that way when I get on the call,

22:09

by the time I get to the call, sometimes

22:09

those things have already been answered.

22:12

And then I'm more strategic

22:12

in that conversation.

22:14

So I just help guide those people with

22:14

the different learning styles of my

22:18

productivity hacks that like help them

22:18

to like progress in their training.

22:22

That sounds great. Yeah. And it's kind of very similar.

22:24

We just haven't done it with

22:24

the intake form, but I feel that

22:26

that's A brilliant way to put it. And so we're looking at hiring

22:28

again later this summer.

22:32

And so I will absolutely be

22:32

implementing something to that effect.

22:36

So that way, you know, I'm

22:36

not spending all of my time.

22:39

It can be more prepared with bringing

22:39

somebody on to make that more efficient.

22:44

Oh yeah. 100%. It's just a nice way to like, also show

22:45

them from the very beginning that you

22:49

truly care about, like how they feel.

22:51

Oh, a hundred percent. Yeah. I think that providing value of

22:52

like, we're not all the same.

22:56

Yeah, we aren't. And that's the, that's the beautiful

22:56

thing about like what we do.

22:59

It's like, it's scary because

22:59

it's like we all aren't the same.

23:02

But at the same time, it's like, there's so much beauty. You know what I mean?

23:05

Like, sometimes it is, a lot of people are like, I just wish I could have a clone of me.

23:08

I'm like, trust me, this world does

23:08

not need moralists in this capacity.

23:11

Like, I am too much for

23:11

this world sometimes.

23:15

As much as I probably won't get along with myself. I'll tell you right.

23:17

Exactly. I probably that girl would be

23:17

like, I could not handle her.

23:21

like if I had to go get it. Yeah, it'd be all bad.

23:24

So I would love to kind of like, step back

23:24

and talk about like the systems processes

23:28

and like the support side, because, I

23:28

think one of the things that you had

23:31

pointed out that I see a lot in like my

23:31

own bookkeeping firm when we're consulting

23:35

our own clients is that people invest

23:35

in like these coaches or these things

23:38

or even like a program to be honest. could be like an ads agency and they

23:40

don't really have a result from it.

23:44

And then you see like your business

23:44

is really not moving forward.

23:47

So I would love to kind of like take

23:47

a step back and say like, why have

23:50

you felt that like for breakthrough

23:50

was a significant like change for

23:55

you and supportive for you, like

23:55

in your process and being able to

23:58

get like the support you needed? Absolutely.

25:07

So I'll kind of start

25:07

off with Asana first.

25:11

So I purchased breakthrough. And then obviously, You know,

25:12

you can add kickoff with Asana.

25:15

And so I kind of did it

25:15

a little bit backwards.

25:18

So I started with kickoff with

25:18

Asana more or less because I

25:21

couldn't handle working in Excel

25:21

spreadsheets of tracking tasks anymore.

25:26

And so I implemented the program,

25:26

kickoff with Asana followed, you know,

25:31

your steps, and then that's helped me.

25:34

Make sure that I have everything in

25:34

one spot as far as checklists go.

25:37

And then breakthrough as

25:37

far as the support goes.

25:40

I unfortunately was not able to be

25:40

on the calls that were every week.

25:45

Just with current daycare schedule,

25:45

you know, childcare, I only have for

25:49

so many hours, et cetera, however,

25:49

it's helped me in so many ways.

25:53

one of the things I was struggling with is two factor authentication and it had never.

25:58

You know, even occurred to me and I don't

25:58

know why she's kind of stuck in your

26:02

own ways to use Google voice and to, you

26:02

know, implement that instead of having

26:07

everything come to my personal cell phone.

26:09

And then, you know, I'm trying to track

26:09

codes, especially when a huge bank

26:13

here in town updated their systems. And we had like 75 percent of our

26:15

clients who are on this banking

26:19

platform with very, they're kind of

26:19

like a conglomerate that owns a number

26:23

of banks in town that Updated it.

26:25

I'm like, holy cow. I can't have all of this coming to myself.

26:30

you know, I go back to the hiring. It's helps me make more efficient hires.

26:34

there's a number of processes that I

26:34

feel like I'm not explaining myself

26:38

very well as far as the support goes,

26:38

but I'm not on social media very often.

26:44

And I Use it. I think sparingly I'm not on Facebook,

26:46

but I can say that whenever I've

26:49

reached out to your team, your team

26:49

has been right there and responsive.

26:53

And so that is huge when, I didn't

26:53

just purchase the program I purchased.

26:58

I feel like your team where if I've

26:58

had a question or if something's not

27:02

working, or if I need a clarification,

27:02

what the modules were within the

27:06

program, because it is self paced,

27:06

I was able to reach out to your team

27:11

and clarify some of those questions.

27:14

they were right there and responsive.

27:16

And so I feel like your team is part

27:16

of my team where, I may not have

27:22

been involved in the bigger picture

27:22

of Facebook or the calls, but.

27:26

I know that your team has my back with

27:26

any and all questions and that you're

27:30

not gatekeeping the information, if

27:30

there's something where, and it's not

27:33

like your QuickBooks helps support either. It's like strictly just the systems.

27:37

Like we all have the accounting. The accounting is what it is.

27:39

Like that's black and white. IRS is like has their rules and

27:40

regulations, but when it comes to.

27:45

You know, support there again. I feel like your team is my team.

27:49

Yes. I love that. And thank you. That's I really appreciate that.

27:53

Cause that's actually exactly how

27:53

I want people to feel is that we're

27:57

fully here to support you that as

27:57

questions come up, because they will.

28:01

And then, one of the funny things that

28:01

you said about accounting support, I

28:03

have to remind people all the time. Like I actually just got an email from

28:04

someone the other day who was like,

28:07

Here's this like odd cleanup that

28:07

I'm going through, which was weird.

28:10

We didn't rarely ever get those emails,

28:10

but I was like, Hey, look, we actually

28:13

don't provide bookkeeping support. Cause we assume that everybody has

28:15

like the bookkeeping experience.

28:18

You might not be the 100 percent

28:18

expert, but that's just not what

28:21

we do here at Workflow Queen. We're really more about like the systems

28:22

tech hiring mindset, like the business

28:27

operations for like an accounting firm.

28:29

So I like how you kind of touched

28:29

on that because that's a big thing

28:31

that sometimes we have questions and

28:31

even me and the coaches, I tell them

28:34

all the time, like we don't respond. To like, how do I do this journal

28:36

entry or how do I do the books?

28:39

Because it's just not my zone of, not

28:39

that to say it's not my zone of genius.

28:42

That's not the right word. It's not what we offer in the program.

28:46

And then it would stall me to have

28:46

to answer all the questions because

28:48

my team doesn't understand the books. You know what I mean?

28:50

Like they don't know. Everyone's unique. Yeah. Everyone's unique is so

28:52

situation or situational.

28:55

And so. You know, and that's part of it as

28:56

well, is that we get calls of somebody

29:00

like I, it's very ironic that we're

29:00

talking about this is that I have a

29:05

client who I agreed to help them get

29:05

through their Q1 quarterly reports

29:11

because their prior bookkeeper, there

29:11

was an issue with the prior bookkeeper

29:15

and the relationship's no longer there. And now they're kind of in a bind

29:16

and like the IRS doesn't really care.

29:19

They have to be. I mean, you got to do what you

29:20

got to do as a business owner and, but their situation is unique

29:23

because they're trying to ask me,

29:27

you know, well, how do I do this?

29:30

How do this? I'm like, well, I'm not in your books.

29:32

Like I'm not being able to see it.

29:35

And so we get calls quite

29:35

often of like, Hey, I just

29:38

have this question or whatever. And I feel like part of us building

29:39

the relationship is building that

29:43

level of trust to where they can turn

29:43

the keys over and they, you know,

29:48

we can actually get in there and do

29:48

any cleanup work that's necessary.

29:52

But kind of like you, like,

29:52

we're not going to one off answer

29:56

questions because then we may

29:56

not be seeing the full picture.

30:00

So, you know, I may not know that this

30:00

is tied into that and, you know, oh,

30:07

they're not even on the right file. You know, there's a variety of different

30:08

things that can happen, but not

30:11

being able to see the full picture. We're very, very hesitant to

30:13

just fire off advice and to

30:16

give responses in that manner. Yeah, the same here.

30:20

Like, I always have to like remind students. I'm like, we don't do

30:21

support on bookkeeping. Like, but I always point them to like

30:23

somewhere because nothing drives me more

30:26

insane than like, well, we don't do this,

30:26

but it's like, sometimes people just want

30:29

to know, well, where would I go for this? Totally. Yeah, absolutely.

30:32

We're very fortunate. I have a solution, but Absolutely.

30:36

So we don't prepare tax returns and

30:36

we try to explain to our clients that

30:40

we see the picture of your business. So your accountant is going

30:42

to see the big picture.

30:44

They see what your spouse makes,

30:44

what your dependents are, you know,

30:48

any investments that you have, your

30:48

mortgage statements, all that jazz.

30:51

Whereas we see, and I don't want to

30:51

put it as a small picture of that.

30:54

Your business is an important, yes,

30:54

it's a very large aspect of your life,

30:58

but we see what your business does.

31:01

You know, we are going to be the experts

31:01

in your business financials and be your

31:04

complete support system in that manner. And then any questions or concerns that

31:07

we have in regards to tax liability,

31:10

et cetera, is that we've worked

31:10

closely with your accountant and again,

31:14

make sure that we're building that

31:14

relationship with your accountant and

31:17

a level of trust there to where we can

31:17

take questions and concerns to them and

31:22

then have that relationship to where

31:22

we're getting responses and can tune.

31:27

Continue to provide support for you.

31:30

And so we're very fortunate that we

31:30

again have built the relationships with

31:34

accountants in town to where sometimes

31:34

I can just, you know, call an account.

31:39

That's a friend. And I'm like, Hey, I've got the situation.

31:41

You know, they may not even know the client. And I'm like, XYZ, I just need to

31:43

know what the rule of thumb is.

31:47

And so, you know, again, that's me asking

31:47

for support, kind of like how clients

31:51

call us, but we kind of have, I shouldn't

31:51

say kind of, but we do have a number of

31:56

accountants who are like our outsourced

31:56

resources, you know, very similar to

32:01

your team of where, you know, They're

32:01

there if we need it and provide support.

32:07

So that way we can keep going. Yeah, exactly.

32:09

And like, we're the same for like our firm. I always say that we're the liaison

32:11

between like your financial team.

32:14

Exactly. You have, yeah, financial advisor,

32:14

or you have a CPA or you have

32:17

like whoever you're working with. Maybe you have a business coach.

32:20

It's like the business coach also should

32:20

probably be wrapped into your finance.

32:23

In my opinion, a good business

32:23

coach would want to be, I agree,

32:26

but it's incredible how many

32:26

aren't, you know, how many are not.

32:30

Yeah. And that goes back to people spending

32:30

all this money on On reports.

32:33

And then one thing that we really

32:33

had to lay the law down on is

32:36

that we are not a business coach. You know, I don't want to

32:38

be your business coach.

32:41

I don't want that. And I'm not the right person for that.

32:43

I'm not the right fit. And I also don't want you to hang

32:44

on every word that I'm saying that

32:48

I'm not running your business. You are, you know, and so we have

32:49

had a few clients in the past, just

32:54

recently to where, you know, We've

32:54

had to say that we are not your coach.

32:59

You know, we are here

32:59

to facilitate the data.

33:02

We're here to facilitate the finances,

33:02

to make sure that you are aware of

33:05

where your business stands and provide

33:05

education on your financial reports.

33:09

But we're not your coach.

33:12

I'm not your HR team. You know, there are people and we

33:13

can refer you out to individuals

33:18

who that's their expertise. Yeah.

33:20

Somebody's not going to come to me to build a house because I'm not in construction.

33:23

So why would I pretend like I am? Yeah, 100%.

33:26

And I think that just like goes to show

33:26

that like, we get to pick and choose

33:30

how we want to support our clients,

33:30

which is like the beauty of what we do.

33:34

Because you're right. When it comes to HR legal stuff, I

33:35

immediately like refer our clients out.

33:38

Do I know a lot of these answers? Yeah. Because I've like been through the ringer

33:39

and of course we do, but it's like,

33:43

I, you know, but it's not a one size

33:43

fits all, you know, it's going back to.

33:47

Okay. Let's, again, what we started

33:47

out, like, what's our niche?

33:50

Like, what are we aware of? What are we good at?

33:52

You know? Exactly. Exactly.

33:55

It's funny because we actually take like

33:55

more, we kind of have become our clients,

33:59

business coaches, but that's okay. Because that's like how I wanted

34:00

to set the tone for my firm.

34:03

Because what I mean by that is like, we're

34:03

not like the holistic business coach,

34:07

but we will business strategize because

34:07

I have so many years of information.

34:11

And I also train my team on that

34:11

same information to train them up.

34:15

So that way, like when a client's

34:15

coming to us, we're not just

34:17

like reading numbers and reports. What we're doing is we're

34:18

also saying, okay, Okay. Your income is really dipping right now.

34:22

Launching is just not working. Here's some other strategies.

34:24

Now the execution of the

34:24

strategy is not going to be us.

34:28

And so that's exactly,

34:28

yeah, we're very similar.

34:30

Yeah. Very similar, like providing the insights

34:31

so that way they can make the decision.

34:34

And then too, I feel like having

34:34

a bookkeeper in your back pocket

34:37

that a lot of clients, you know, I

34:37

shouldn't say clients, but Potential

34:42

clients may or may not understand. And that's where we can communicate

34:43

the value of saying that, you know, if

34:47

something looks awry is we're going to

34:47

bring into your attention of, you know,

34:52

Hey, why is your advertising budget

34:52

X number of dollars this year and is

34:56

outrageous and last year it wasn't,

34:56

but your sales aren't reflecting that.

35:00

So, yeah. You know, are you advertising

35:01

in the right areas?

35:04

And so we're not, you know, we're

35:04

able to provide the insights from that

35:09

data entry and data, I should say like

35:09

categorization of doing the bookkeeping.

35:14

So that way we're able to bring

35:14

that to light and communicate

35:18

that to our clients effectively. Yes.

35:21

I love that. I love that approach. And, one of the things I wanted to kind

35:22

of bring up that you talked about with

35:25

the support for just kind of going back

35:25

to Just in general as like business,

35:29

I think the best thing I've ever done

35:29

for myself and business too is like

35:33

invested in maybe certain masterminds

35:33

or certain like groups of people or like

35:37

create a cultivated like relationships

35:37

with like, for example, we have a, a

35:41

non official mastermind group and we

35:41

call ourselves bookkeepers gone wild.

35:45

yeah, actually it was

35:45

like from BKX in 2020.

35:49

I did a party bus and I called

35:49

it bookkeepers gone wild.

35:51

Like I used the hashtag and it just kind of stuck. And then we were all like, let's call

35:53

ourselves bookkeeper got gone wild.

35:55

Yeah. Yeah. And we've done like trips all over the U.

35:58

S. Key West, Oregon, Temecula, like

35:58

Vegas, like we've been everywhere.

36:02

So anyways, the reason why I bring that up

36:02

is because like, support can look beyond

36:06

like, you know, programs or coaches.

36:08

It can also be like other colleagues

36:08

that are going through the same thing.

36:11

And I think that's a big thing I see

36:11

a lot of like breakthrough students

36:14

touching on is why they like the program

36:14

is like, We're not attracting newbies.

36:18

So it's like if you're at the

36:18

newbie stage, we love you.

36:20

I would love to support you, but

36:20

there's always a time and place.

36:23

But like the people we attract and break

36:23

through are those who are experiencing

36:27

headaches, who are hitting ceilings

36:27

and wanting to literally break through.

36:30

That's why we call it that. And I think the beauty of what we do

36:31

there is that we're attracting people

36:35

all like in the same types of scenarios.

36:38

As you, I, I know that you're not very

36:38

active on Facebook, but there are people

36:42

who are sharing their journey of like,

36:42

there's people in their family who are

36:45

passing or are going through tragic health

36:45

scenarios that they're like, they're

36:50

having to get their stuff together to

36:50

make sure that they're ready for that.

36:53

And so I kind of wanted to touch on that

36:53

piece that like support can be bigger

36:56

than a program, a master and a coach. It can be also other people

36:58

who know what you're going

37:01

through in the moment as well. Oh, I couldn't agree more.

37:04

Yeah, there's a local bookkeeper here in

37:04

town who I've become really close with

37:08

and consider her like a dear friend.

37:10

And we kind of believe that

37:10

like collusion, not competition.

37:15

And so, you know, if there's a client,

37:15

especially to not only if we run

37:20

stuck with something software related

37:20

or like a state agency, you know,

37:24

something that we're dealing with. It's like, I could know that I can

37:25

call her and explain the situation

37:29

and not feel judged or, you know,

37:29

be concerned about anything.

37:34

And that she's going to be

37:34

confidential in any ways.

37:37

And that also, you know, we're

37:37

not sharing client data, but it's

37:39

like, Hey, QuickBooks is doing XYZ. Like I'm not calling

37:41

QuickBooks support today.

37:43

Like, have you encountered this? And, you know, we're able to bounce

37:45

ideas off each other and help each

37:48

other out and just be supportive.

37:51

You know, it's been really nice

37:51

to have somebody in your corner.

37:54

And then also not all clients are

37:54

a good fit for me or the services,

37:58

or sometimes we're at capacity

37:58

and we can't bring anybody on.

38:00

And so I know that I can refer clients

38:00

over to her and that if she has capacity

38:05

and if they're a good fit for her, That

38:05

they're going to be well taken care of,

38:09

you know, and that's to say that there's

38:09

a number of keepers in town that we try

38:15

to reach out to and have relationships.

38:17

Like I said, that we don't take

38:17

nonprofits, but I want to make sure that

38:20

we have someone that we can refer to. Should we get calls for nonprofits

38:23

and we're not able to service them?

38:26

I can say, Hey, call so and so and

38:26

I'll let them know that you're calling.

38:30

And. Hopefully they'll be able

38:30

to move forward with you.

38:33

Yeah, I love that. That's honestly one of my main

38:35

reasons I love breakthrough, like

38:37

as whenever even I get referrals,

38:37

cause we changed things up recently.

38:40

Like we're currently going through like a rebrand, but we're reestablishing our client base.

38:44

And with that, we still get calls for

38:44

like more of the startup creatives and

38:47

it's just not who we serve anymore. We no longer do review and support.

38:50

We no longer train on QBO. Like we won't do any of that.

38:54

And so, like, now I'm just like,

38:54

you know what, unfortunately, like,

38:56

we just aren't willing to sway to,

38:56

like, change our process, like, so

38:59

I'm happy to, like, refer you out. So I use a lot of, like, our

39:00

breakthrough students, like, whenever

39:03

it comes to, like, referrals. Like, the other day I had

39:04

a, a construction company.

39:07

And I was like, yep, you don't

39:07

want me to touch, like, books.

39:10

Our team is not prepared for that. We don't do job costing.

39:12

But I know someone, which is Brooks Swan. That, like, specializes in this and

39:14

that's who I'm gonna send you to and

39:18

it's just, I really firmly believe,

39:18

like, it just all comes back full circle.

39:21

And it's funny because when you were

39:21

talking about, like, the support that,

39:25

even though you're not active on Facebook,

39:25

that you could still email us, that was

39:28

really big for me because I realized not a

39:28

lot of people are active on Facebook also.

39:32

I feel like when you go through like

39:32

specific scenarios in the business,

39:34

sometimes I don't want to say shamed or

39:34

feel shameful, but sometimes you don't

39:38

want to bring it up in a public setting

39:38

where like, the people are all great

39:42

inside a breakthrough, but sometimes I

39:42

don't even want to ask certain questions

39:45

in groups because it might be a lot

39:45

delving a lot of information about

39:49

my team or like identifying factors.

39:51

And I'd rather like directly

39:51

email their support team.

39:54

You know what I mean? Yeah, I, yeah, I couldn't agree more.

39:57

And it's, it's funny you talk about

39:57

training to like, we will offer some

40:01

training to our clients for QBO, but

40:01

I'm not, I know I'm not the best at it.

40:06

I know that I'm not the right person. And I also know that sometimes

40:09

QuickBooks support can provide training.

40:13

That's not a value to the client. You know, they're doing a broader, but

40:15

the client needs a more specific training.

40:19

So, speaking of creating those

40:19

relationships is that I was at a training

40:22

in January for business development and

40:22

goal planning, more or less, like I need

40:26

to be locked in a room, so I would do it. And I met someone there and

40:28

that's her bread and butter

40:31

is she travels the country. She's a QuickBooks trainer and, but

40:32

she's fully understanding of that.

40:36

It's not a one size fits all training. And so, you know, going back to

40:37

the training of hiring, it's not

40:40

one size fits all, but having

40:40

her in our back pocket as well.

40:43

And I could be like, Hey, call

40:43

her, she's going to be able

40:46

to facilitate the training. And if you still need us,

40:47

we're here for you, but she's

40:51

much better at it than we are. we got, have, you know,

40:52

having the support, but just. Like I said, having the systems in

40:54

place and the knowledge that came from

40:59

Breakthrough and Asana has helped me,

40:59

A, understand and be able to refer

41:05

more out to know that it's not a one

41:05

size fits all for the clients and

41:10

that not every client's a good fit. And to be in a position where we're not

41:11

just taking on work to take it on, that

41:15

we can be selective in who we want to work

41:15

with and have those relationships and know

41:18

that we're going to be okay in the future. You know, know that we're going

41:20

to be able to have reoccurring

41:23

revenue and to provide services.

41:26

And that it's not going to be like,

41:26

I need to hold on to these clients

41:28

that aren't providing value to us. Just because we need the revenue.

41:31

I love that. It's such a beautiful place to be. I was just talking to someone about

41:33

this and they were like more into the

41:37

beginning journey of being a bookkeeper. And I was like, look, like, right now

41:38

you really aren't in a position really,

41:42

unless you've got a lot of funding

41:42

coming in from the back end like maybe

41:45

from your personal life or whatnot. You're not usually in a

41:47

position to be able to be super

41:50

selective at the beginning. And we like encourage that it's not

41:51

possible because like at that time,

41:56

we've all been in the desperation phase. It's like, I'll get hired by anybody.

41:59

It's no big deal, but it's such a

41:59

beautiful place when the business

42:02

flourishes to a point where

42:02

like, No, I don't need that.

42:05

I don't need that headache. We don't deal with like ***** clients.

42:07

Like we're going to say no,

42:07

and it's not worth the money.

42:10

It's like, it's such a beautiful

42:10

place to be in, in business

42:13

where you can be selective. Yeah, it's comforting and I feel like

42:14

my mental health has really improved

42:17

about it is that, I'm not thinking about

42:17

things and like somebody's taking my

42:22

time, you know, mentally and physically,

42:22

and that they're not providing value

42:27

and reciprocating that relationship. So, yeah, you know, in the

42:29

beginning, of course, we all are

42:31

like, okay, yeah, this is my hustle. Like, I got to make money.

42:34

I got a few bills or like,

42:34

you know, side hustle.

42:36

And then it just kind of

42:36

transpires overall in that not

42:39

everyone is a good fit for you. It's kind of like you meet a friend

42:41

of a friend and they may not be

42:44

a good fit for you, but they're

42:44

best friends with your friend.

42:47

So, you know, it's just understanding

42:47

and realizing, and I think too, just

42:50

maturing in that aspect of that. We're not all meant to click a hundred

42:52

percent of the time, you know, not to

42:56

be unkind, but like, I think of that.

42:59

I'm going to point in my life personally,

42:59

professionally aware, understanding

43:02

that it's okay not to click, but it's

43:02

okay to say no, that it's okay to

43:07

not have that vibe with somebody of

43:07

like wanting their approval or their

43:11

business or being upset about it. Yes, 100%.

43:14

I love that because I'm the same way now. I think, especially in my

43:16

personal life, like, yeah.

43:18

So selective. Yeah. Music, TV, like everything that I

43:19

do, like is just, I don't even like

43:24

correlate like, or align with certain

43:24

things anymore that like, used to

43:28

be aligning for me, even like people

43:28

and friends and family as well.

43:31

So you pick. your own poison.

43:34

Like, and if you want to surround yourself

43:34

with like certain people, that's okay.

43:37

But I've gotten to a point where like,

43:37

even just negative people, like really

43:40

just bother me if all they do is complain. And I find that like, I cannot handle

43:42

that anymore because like, my brain is

43:45

just so different now than it used to

43:45

be, but a different patient's for it.

43:49

I'm like, what is your deal? Like, I don't have my patient's level.

43:53

I think it's gone down a little

43:53

bit, which is kind of bad, but it's.

43:56

Like even coming to like what I'm eating,

43:56

I'm like, well, is this really worth it?

44:00

Like this kind of didn't taste good. Like this wasn't really

44:01

worth the calories.

44:04

Like I wish I would've

44:04

had, XYZ the other thing.

44:06

Yeah, exactly. And it's, yeah, it just, I think, I

44:07

don't know if it's just getting older.

44:11

I don't know what it is, I just feel

44:11

like all of a sudden I just got old.

44:15

Like, yeah, yeah, I couldn't

44:15

agree with you more.

44:19

I just was telling Brooke this the other

44:19

day, I was like, I don't know when it

44:21

was, I'm literally wearing glasses. The first time this like week,

44:23

I had to buy blue light blockers

44:26

because my eyes have been killing me. I've been getting really bad headaches

44:28

from staring at my screen all day.

44:31

And this is like my first week,

44:31

like having to wear the glasses.

44:33

I'm grateful that my eyesight

44:33

is amazing and I don't have to

44:36

wear glasses because of that. But like, oh man, I just like die

44:37

from looking at my screen all day.

44:41

And it was just like, when did I

44:41

all of a sudden just like start

44:43

hurting and aching and my feet hurt?

44:45

And like, it just happened, like all

44:45

I swear to you in like the past month,

44:49

it's just hit me all at one time. And I'm like, when did

44:50

I just get really old? And literally my birthday is today.

44:53

Literally in six days. So I'm like, I just thought I'm

44:54

celebrating the anniversary of my 21st.

45:00

I'm like, I'm not actually

45:00

getting, I'm just celebrating

45:02

my 21st birthday anniversary. Like I'm not, I'm not aging

45:03

at all, but yeah, it's funny.

45:06

Like pregnancy has changed. It changed my eyes completely to where

45:08

I have to wear glasses now, weird

45:12

things happen when you're pregnant

45:12

But yeah, now I have to wear glasses

45:17

and I'm like, I'm that person that

45:17

has my glasses case and I change

45:20

between my glasses and my, sunglasses

45:20

because they're prescription as well.

45:24

A sucker and I'm not very

45:24

good at wearing contacts.

45:26

And so, yeah, I'm like, I'm that person

45:26

that carries around her glasses case now.

45:30

Like I just switched them out. Oh, I'm inside now.

45:33

Let me switch on to my other pair. Yeah. It's like, when did this all happen?

45:36

Yeah. Oh, I can go forever about all right.

45:40

It's all bad. but let's circle back here. Cause I know we're about at our,

45:42

at our cap today for our time

45:46

and I want to respect your time. And so I just wanted to say

45:47

big, massive, thank you for

45:51

one, just sharing your story. I know it's probably not an easy

45:52

scenario that you went through.

45:55

I've seen it from a very close. I know that's not easy, but I'm

45:57

so happy to hear that you're

46:00

okay, which is a big thing for me. And I'm glad that you're able to

46:01

really build the business to be able

46:05

to like give back to something that

46:05

was, you know, impactful for you.

46:09

And just for sharing everything

46:09

today, I think it's going to be so

46:11

helpful and to like really resonate

46:11

with so many of our listeners here.

46:15

But before we send you off, where

46:15

can people get into your world?

46:18

How they can, connect with you. how can they be immersed

46:19

in all things Megan? So, the big thing is to go to

46:21

our website and that's probably

46:25

the quickest way to get in touch with us is cleanbookkeepingllc. com.

46:29

And we do have a contact

46:29

us portal on there.

46:32

We are on Instagram. However, I do have a post that says

46:34

that Instagram just isn't us and

46:38

directs you to our website to be able

46:38

to get in contact with us as well.

46:42

And so, going to our website and reaching

46:42

out via that portal, we try to get

46:48

back to our clients within 24 hours.

46:50

our potential clients to see if we're

46:50

a good fit and get a discovery call

46:54

scheduled where we can just chat and say,

46:54

Hey, this is what you're looking for.

46:58

Cool. This is the service that we offer.

47:00

Does it make sense to talk further? And we can kind of go from there.

47:02

Sweet. I love it. Well, thank you so much

47:04

for being here today. And I hope you have

47:06

literally the best day. day, the best week and the best

47:07

year and just good luck getting

47:10

through the last week of season. I know you don't file taxes,

47:12

but we're like, it's coming on

47:16

Monday, so we are almost there. My birthday is the day after.

47:20

So I happy birthday. Thank you.

47:22

I always joke that it's literally

47:22

like I was born to do taxes or like,

47:26

I don't do taxes anymore, but I was

47:26

born to be in the accounting space.

47:30

Yeah, it's meant to be well, happy

47:30

birthday and thank you for having me.

47:34

It's been a pleasure talking with you. Same to you.

47:36

for having me.