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127 | [STRATEGY] Effectively Training & Mentoring Your Bookkeeping Team with Joanne Sharma
Manage episode 387894930 series 3357763
In this 1-1 Strategy Session with Joanne Sharma, a former Coaching Client of mine, we dive into some logistics of effectively reviewing, mentoring, and training a team. So if you’re thinking of hiring a bookkeeper for your team or already have a team but are struggling with expectations and training, tune in to this episode!
In this episode you’ll hear:
- How we help our bookkeepers take responsibility for checking their work
- Some of the things I review (or my account manager)
- mindset behind building a team
Resources mentioned in this episode:
Meet Joanne:
I became a bookkeeping expert and Quickbooks Proadvisor after my first career as an engineer in the construction industry. While I graduated from Brown University with a bachelor’s degree in Mechanical Engineering I’ve always had a love of business and learning what made a business successful. Years ago, once I discovered my love of helping business owners make sense of their numbers, I went all in and took multiple courses and certifications in bookkeeping and small business finances.
Connect with Joanne:
🌐 Website: https://www.joannesbookkeeping.com/
📱 LinkedIn: https://www.linkedin.com/in/joanne-sharma
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the Power to Breakthrough Bootcamp >
Aug 19 - 23rd | 12 PM Eastern Daily
Chapters
1. 127 | [STRATEGY] Effectively Training & Mentoring Your Bookkeeping Team with Joanne Sharma (00:00:00)
2. Introduction (00:02:29)
3. The Situation (00:04:36)
4. How To Teach Contractors (00:07:27)
5. Shifting Roles as and Owner (00:13:32)
6. Learning from Others (00:18:22)
7. Learning from Mistakes (00:21:19)
8. Conclusion (00:22:43)
178 episodes
Manage episode 387894930 series 3357763
In this 1-1 Strategy Session with Joanne Sharma, a former Coaching Client of mine, we dive into some logistics of effectively reviewing, mentoring, and training a team. So if you’re thinking of hiring a bookkeeper for your team or already have a team but are struggling with expectations and training, tune in to this episode!
In this episode you’ll hear:
- How we help our bookkeepers take responsibility for checking their work
- Some of the things I review (or my account manager)
- mindset behind building a team
Resources mentioned in this episode:
Meet Joanne:
I became a bookkeeping expert and Quickbooks Proadvisor after my first career as an engineer in the construction industry. While I graduated from Brown University with a bachelor’s degree in Mechanical Engineering I’ve always had a love of business and learning what made a business successful. Years ago, once I discovered my love of helping business owners make sense of their numbers, I went all in and took multiple courses and certifications in bookkeeping and small business finances.
Connect with Joanne:
🌐 Website: https://www.joannesbookkeeping.com/
📱 LinkedIn: https://www.linkedin.com/in/joanne-sharma
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Join the Power to Breakthrough Bootcamp >
Aug 19 - 23rd | 12 PM Eastern Daily
Chapters
1. 127 | [STRATEGY] Effectively Training & Mentoring Your Bookkeeping Team with Joanne Sharma (00:00:00)
2. Introduction (00:02:29)
3. The Situation (00:04:36)
4. How To Teach Contractors (00:07:27)
5. Shifting Roles as and Owner (00:13:32)
6. Learning from Others (00:18:22)
7. Learning from Mistakes (00:21:19)
8. Conclusion (00:22:43)
178 episodes
All episodes
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