127 | [STRATEGY] Effectively Training & Mentoring Your Bookkeeping Team with Joanne Sharma

The Ambitious Bookkeeper Podcast

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:

• Breakthrough for Bookkeepers

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

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Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

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Chapters

1. 127 | [STRATEGY] Effectively Training & Mentoring Your Bookkeeping Team with Joanne Sharma (00:00:00)

2. Introduction (00:03:14)

3. The Situation (00:05:21)

4. How To Teach Contractors (00:08:12)

5. Shifting Roles as and Owner (00:14:17)

6. Learning from Others (00:19:07)

7. Learning from Mistakes (00:22:04)

8. Conclusion (00:23:28)