How To Take A New Approach In Your Business & Be Happier

kelowna accountantThis year I decided to shake things up in my Kelowna accounting firm and completely change the way I operate. Although I’ve worked as a Kelowna accountant for several years, most of my clients come to me for much more than tax advice and number crunching.

This became a strange juxtaposition when I realized that I was spending too much time buried in the numbers of my own business.

Break Routines That Don’t Model Growth

What happens to entrepreneurs is that over the years you continue to work in your business, work in your business and keep working in your business…getting farther and farther into the trees as you go deeper. That doesn’t mean you have a bad business; you could actually have a very successful business.

The problem begins to evolve into you focusing on the day-to-day, hour-to-hour and minute-to-minute details of your business instead of the global “what’s happening with your business”.

You might have heard people talking about working on your business instead of working in your business. That’s what I’m talking about.

Working On The Business, Not In The BusinessKelowna accountants

As of January I decided I was going to work on my business instead of in my business. What that’s done for me personally is that I’m having way more fun because I’m focusing more on the reason I got into this business in the first place.

I know that I didn’t get into business as a Kelowna accountant to be sitting down and reviewing files to ensure every ‘I’ is dotted and every ‘T’ crossed. I got into this business because I enjoy meeting with clients and potential clients and helping them succeed.

To be honest, as my practice became more successful, the problem I was digging myself into was that I began working too much in the business by focusing on the hours and minutes of the day rather than working more on the betterment of my own business and as well as helping to improve my clients’ businesses..

Making A Decision And Sticking To It

In January I decided to change my approach and I was committed to making that approach change happen. It was something that I had to do differently. I couldn’t walk into my office and do the same thing I had done last year, I had to develop a whole new methodology.

The first thing I did was challenge the people that work with me. In the past I would take on special projects and keep those myself since every one else is busy. I would look after them and control them personally but then I realized if those were the parts that I enjoy in my job, why wouldn’t other people in my team enjoy them too? So I began handing those special projects out so that my staff could have some more fun in their job and have some more challenge.

That was the catalyst – letting others do things I used to do.

By freeing up some of my time, I had to decide what I was going to do it now that it was available. If I wanted to I could go out skiing and golfing or I could work on my business. Don’t get me wrong, sometimes business owners need to include a little skiing and golfing, especially living here in the Okanagan.

It’s All About Relationships

Having strategic alliances helps Kelowna accountants grow their accounting firm.

When talking about working on the business as a Kelowna accountant, the reality is that I’m in a relationship business.

A relationship business doesn’t count on minutes, hours and days; it counts on picking up the phone and meeting someone to go out for lunch or coffee. It’s about sitting down and thinking about a client and how you can improve your service to them and help them identify opportunities to become more successful.

It’s all about having the time to make those decisions.

When I look at my schedule during the last few months, there’s a lot more time booked for meeting people, spending time working on social media, helping others in the office achieve their goals and helping clients achieve their goals.

It’s a whole movement about how you want to run your business. Do you want to work in your business or on your business? Do you want to focus on the finer details or do you want to look towards the future?

The short-term hit is that you may not have as many chargeable hours, which means you might be reducing your revenue temporarily. But in the long-term you’re going to build a business that will grow effortlessly and have a lot more fun doing it.



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