Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
How Breakthrough Transformed a Bookkeeper into a Thriving Firm Owner with Megan Andersen
Alyssa Lang interviews Megan Andersen, Owner and Founder of Rogue Bookkeeping Inc., a successful Canadian bookkeeping firm that helps both Canadians and United States business owners with their bookkeeping. Megan shares how her business grew and the pain points she experienced along the way and she shares her experience taking our group coaching program, Breakthrough for Bookkeepers & Accountants.
In this episode you’ll hear:
- How she turned her pain points into areas of improvement
- Her experience taking our program Breakthrough for Bookkeepers & Accountants
- Where she was in her journey to where she is now
- How she was able to get Breakthrough 95% refunded to her through a grant offered in Canada
- Ways she involved her team in rolling out new tech taught in Breakthrough
- Her experience transitioning from hourly pricing to value pricing
About our guest:
Megan Andersen has always loved numbers and entrepreneurship but if you told 17 year old Megan that she'd eventually grow up to own her own bookkeeping firm she'd have said you're crazy because she hates sales. (Just wait till she tells about the time she was a salesperson for a newspaper company...) Rogue Bookkeeping is the dream Megan never knew she had until it happened. She has an amazing team of bookkeepers who she loves working with and the best clients a person could ask for. They work with a variety of clients in a variety of industries, from a mom selling cake toppers on Etsy to a vacation rental property management firm to a business that imports and sells industrial AC units across North America.
Connect with Megan Andersen:
Follow her on Instagram: instagram.com/roguebookkeeping
Check out here Facebook page: facebook.com/roguebookkeeping
Email her: hello@roguebookkeeping.ca
Check out her website: roguebookkeeping.ca
Resources mentioned in this episode:
👥 The WorkFlow Watering Hole Facebook Group
💻 Kickoff with Asana for Bookkeepers & Accountants
💻 Breakthrough for Bookkeepers & Accountants
💸 Canadas Community Futures Program
⚙️ Notion
☎️ Schedule a Consult Call with Alyssa Lang
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, @workflowqueen
For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: workflowqueen.com
Check out our courses: workflowqueen.com/courses
Follow the Blog: workflowqueen.com/blog
Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq
Connect on Instagram: instagram.com/workflowqueen
Connect on Facebook: Facebook.com/workflowqueen
Podcast Publishing Tools we use:
- Podcast Editing: Ian Gilliam: i
Welcome back to yet another episode of the conquering workflows and systems for bookkeepers and accountants podcast. I am so pumped because today I actually have an incredible student of mine. Her name is Megan Anderson. She is the owner and founder of rogue bookkeeping, and she's based out of Canada. And I'm so pumped because she's been through several of my programs. She's been through kickoff with a sauna for bookkeepers and accountants, and she's also been through my big newest group coaching program Breakthrough. And she has had some incredible wins she's been within Breakthrough for about a year now. And she's going to share her experience of how it really transformed her business and took all of her pain points that she had been experiencing, and really just helped her to elevate the business, to start removing herself from that day-to-day business and what that looks like. We're going to be touching on so many amazing things. We're going to talk about hiring teams. We're going to talk about transitioning from an hourly fee over into a lovely value based packaging. And we're going to be diving into so many other things. It's been such an interesting interview just chatting with Megan and learning that she not only does bookkeeping inside of Canada but has now expanded over to the U S which has been something that's been on my plate for quite some time over at my firm so i'm so excited for you to dive in if you've been on the fence about whether Breakthrough is the right fit for you this is a great episode to hear her experience and what it was really like to actually roll something like this out so without further ado enjoy the episode
Alyssa:Hey everyone, and welcome to yet another episode of the Conquering Workflows and Systems for Bookkeepers and Accountants podcast with your host here, Alyssa Lang. I am so pumped today and I know I say that at the very beginning of every single episode, but I'm super pumped cuz I have today one of my lovely students. Her name is Megan Anderson. She is here today to talk about her experience over at Breakthrough. And if you've been living up a rock and you have no idea what breakthrough is, don't worry. I'm gonna be diving into all the fun goodies today. really what the. Whole idea of this program breakthrough that I've created is a six month group coaching program for firms that are really trying to take things to the next level and feeling like they just need that community and that space to be able to have the right people surrounding them, pumping them, and moving them forward, and really getting them to be work optional. And so Megan has done a great and phenomenal job of that. So we're gonna dive in today with her experience, and she's also gonna be diving into some really cool stuff that she did. With the program, with getting a whole grant to cover the program fee, which is so interesting to me. So, Megan, without further ado, thank you so much for being on the podcast and feel free to introduce yourself.
Megan:Awesome, thanks. I am so excited to be here. As Alyssa said, my name is Megan Anderson. I am the very proud owner of Rogue Bookkeeping Inc. are a Canadian based firm, but we do have actually clients in the states. Yeah, we've been going for about three years. I've got three employees, two full-time and one part-time, plus a couple of subcontractors that we pull in as needed. Yeah, I'm working real hard on implementing all, everything that I learned through breakthrough., it is a process for sure, but, one I'm happy to be going through.
Alyssa:Yeah, how exciting. So before we even get started, cuz I didn't know this before we hit record here, but I didn't know your business actually hits us and Canada.
Megan:Yeah, so obviously we're primarily Canadian cuz that's like what we know and what we deal with on a day-to-day basis. But we had some people find us through Instagram actually and reached out cuz we have our weird branding and you know, that kinda hits the hits home with some people. So yeah, so they, they reached out and I said like, look, like we'd be happy to do your bookkeeping, but it's, we do like the very basic bookkeeping. You know, we don't do like any, like sales taxes, you know, because like each state has their own stuff and, and it'd be just too much for us to dive into each state. Um, we don't do like us payroll or anything like that, but we do like, you know, just the basic bookkeeping. We keep you running. Everything's categorized and reconciled. And, um, actually we love our US clients. They're awesome. Yeah.
Alyssa:US people are great. I love my, I love Canadian people, so I mean, that's why you're here today, right? Right. So that's really interesting because as you probably know, for my firm, so Magnetic Bookkeeping Consulting, I originally had a partner and she was Canadian. Yeah. And so our plans were to go from us to expand to Canada, but first we wanted to nail down the processes in the US before we expanded. So, I didn't know that. Technically it doesn't really matter that you're going across the country. It just really matters more about when you start to dive into the taxes because that's just, you're not set up. I thought in Canada though, you had to be certified, isn't it like a certification you have to go through for bookkeeping?
Megan:There is an option to be certified. So there are definitely like colleges and stuff that offer a bookkeeping certificate, which I do have. But there is no actual requirement, which is a scary, scary thought. We do also have like, There is a, like a governing body and I can't remember what it's called off the top of my head. Obviously I'm not currently a member. So you don't have to be a member of them either. But they do exist and they're there to like support their members and I know they do like a lot of education and stuff and it's like, you know, a nice feather in your cap that you can add to your website or whatever and say, Hey, I am a member of this and that means that I'm upheld to certain standards. I do eventually wanna be a member, but it's a bit of a process, you know, it costs some money. And to be honest, most business owners and stuff like our clients don't know what it is, so it hasn't been a priority for us. But yeah, we don't, there's no, there's no requirements. You can just say, Hey, I'm a bookkeeper, and off you go. And it's. Both good and bad. You
Alyssa:sure? That's it. That's like anywhere in like the whole world. Like when you, it's like ultimately anybody could say that they're anything. I could say that I'm a social media manager, but like, Hey, do you do not want me to do your social media management? Trust me, ultimately, but like I know that tax, the tax preparation side, you do have to have. Something in Canada, correct? Like to say that you can are a tax preparer?
Megan:Yes. I believe there is something, I don't know much about that. Mm-hmm. Because we don't do any sort of income tax here., like we do sales tax and stuff like that for Canadians, but we, we draw the line at income tax because that is just a. Butt load of rules and red tape. And I personally didn't have the patience to learn it. So we don't offer it. We, you know, get rid of everything up and ready up until, you know, year end until you're ready to do your income taxes. And then we say, please go see your accountant.
Alyssa:Yeah, 100%. Well that makes me, uh, you're gonna make me go down a rabbit hole after I get off this podcast interview. I just had like, Three different inquiries recently, like literally within the past like couple weeks. All from Canadians who have found me through. Yeah, because I just did a podcast recently, to support Magnetic or Represent Magnetic, and the girl has an e-commerce business cuz we're thinking about dipping into the e-commerce space cuz we keep getting inquiries about it. Mm-hmm. And she's Canadian. Right. And she's a Canadian coach, so I think that's what attracted people to us from the Canadian side. Even though I was very like honest on the podcast, I had let them know like, Hey, by the way, I'm only US based, you know, whatever. But people still want to see if like, well if they really wanna work with you, this is my philosophy, they really wanna work with you. They'll still reach out and hope that there's a way to still do it. Oh, and it's a big thing. Yeah. And so like I just got off the call with one of 'em today and I was like, I'm so sorry. Like unfortunately, like we can't, we're just not in the Canadian space yet. So now you're gonna make me wanna. Reconsider Michael.
Megan:Hey, we, anytime I can tell you all about GST and hst. Far.
Alyssa:Perfect. How exciting. Well, actually, this brings up a really good topic. You've been, you haven't just taken breakthrough. What's your experience with me like, how did you get into my world? Like what have you done with
Megan:me? Oh, so I think it started like I, your name popped up on Facebook somewhere and probably like one of the bookkeeping groups I'm in, maybe like workflow watering hole or something like that. Mm-hmm. Cuz she's like, Kelly who runs that is Canadian, but I know she's got a lot of people on there and I'm pretty sure I've seen your name drop there a few times. Yeah. so I had been actually sitting on your Kickstart with Asana program Yeah. For a while thinking like, oh my God, I really wanna take this. But like, you know, time to put, like, implement it and stuff and do all the things like, we use Asana obviously, and like we have a system and like having gone through half of the Kickstart with Asana course. Yeah. Like we do things differently, but like, you know, like. I wanna optimize this on of. But anyway, that somehow led to me periodically checking out your blog posts and stuff. Mm-hmm. And then I saw a Breakthrough and you had a bit of a sale. So I was like, okay, we gotta do this because everything that you said, Like identified as like a problem, like a common problem for bookkeeping business owners. I was like, oh, I feel seen. So I signed up and yeah, it was, you know, the magic of social media brought us together. Yeah,
Alyssa:100%. I always tell people, I'm like, depending on where you're like really looking for your people because as you, pinpointed something earlier about how. You have weird branding, which I don't think it's weird in any capacity. You guys can't see Megan right now cuz you can hear us only. But she's got purple hair, so she's totally my vibe. And so like tattoos and everything, just, I love it. And so like, I think that I attract people like me, which is amazing because I think people are like, oh, she's different. Like, oh, she doesn't care about who, what she looks like. I'm literally sitting here in a hat, like in my workout clothes, you can't see the bottom half of me. But in my workout clothes, like what's the first,
Megan:oh, A, like a, on my tank top here, I've got a skeleton of, Santa Claus. I love it. So, yeah, it's, you know, like when I, when I created Rogue, like I had just gotten let go from another bookkeeping job because they decided to close their firm. Mm-hmm. And I had. Nothing. Like, I was just like, oh my God, I have to have money. So I made a website, started Rogue, and I was just like, oh, okay. Let's hope this works. And I threw everything that's me into it. And I was just like, I wanna work with people that I like that I can have a conversation with. You know? Like I wanna grab a beer with Yeah. And that's who I wanna work with. And for the most part, that's who we've attracted. It's been, yeah, it's worked really well.
Alyssa:Yeah, we're the same like, I mean here at Workflow Queen, and even like my firm, like I tend to attract like very specific type of people and also even team members, which is, I'm sure we'll get into it in just a second. So I love when people are different and choose to be different. I've, I've seen it far and wide. I've seen people get in inspired by being different just because other people are starting to be different. So I absolutely love it. So, The reason I wanted to ask you how you found me and like what you've done working with me is because a lot of people have resistance to working with the programs that I have. Like so there's Kickoff with Asana. That's our major signature program that people know me for a very long time from, I've had it for almost three years now to now Breakthrough, and now it's becoming well known now, and. So with the two programs, a lot of people have pushback because they're not in the US and so we do, as you know, have Australian clients. We have people from like New Zealand, we have people from everywhere. So I'd love to hear your experience on how well you were able to morph the information into something Canadian, which I already know the answer. It's because we don't make it us specifics, but I'll let you take that one.
Megan:No, it was, it's great because. Everything that, like all the key modules and stuff like that, they're all around. How to build your business, how to structure, you know, the workflows, the SOPs, the company culture. Everything about that is just universal. It's not US specific. It's not Canadian specific. It's not anything. It's just a way to run your business. And I think, like generally speaking, it was kept at a fairly lake. High level in terms of like it being accessible to everyone, and I don't think there was much that I found wasn't applicable to what we're doing here. I actually can't even think of a specific example right now where I would say, okay, well that's more US than us. I'm sure there must have been something, but I can't think of it. So like, 99.9% of the course is just applicable to a bookkeeping business owner and it's fantastic.
Alyssa:Yeah, I love it. It's funny cuz I was on a call with one of our Breakthrough students and she was like, I, I don't remember. I think it was like a one-on-one we did. Cuz like when people get onboarded onto breakthrough and they first start, they get a 30 minute strategy call with me so I can help them identify bottlenecks. Get them into the right part of the program because as you know, Breakthrough's not meant to be in order. Mm-hmm. It's meant to be something that you kind of go based off your bottlenecks, but I believe that you were our first, when we did cohort style, you were in our first cohort, right? Or were you second? I think I was second. Yeah. So you were in the last summer, so you're summer of last year. So it's been about a year.
Megan:Yeah. when did I start? I started September last year actually. So would that make the third?
Alyssa:Yeah. So that was, that'd be about a year. Yeah. So you, you were in, yeah, you were in Breakthrough when we no longer had it, like, cuz the first time we ever launched Breakthrough, we did it cohort style. And we did cohort because we actually had it built. Like already started filming, but we wanted to drip the modules to make sure that people were on the same page. And then we decided that everyone's at different stages in business and not different stages. Breakthrough does attract a certain like person from a a certain stage, but there are different bottlenecks. So the bottlenecks, if anybody who's listening does not know what that is, a bottleneck is what's that big problem that's like, It's stuck like you're stuck on something because something is stalling it. So for example, your bottleneck could be sales, your bottleneck could be your, your offers, your bottleneck could be you, which a lot of the issue is typically the business owner. And so once we rolled out breakthrough, we did, we did the drip. We realized a lot of people wanted to be able to start where they needed, like where they actually needed the information from. So when you started, breakthrough was no longer where you start an order. It was like you start wherever makes the most sense for you. Some people would come in and. They would have an issue with their team and they couldn't hire people. They didn't know how to create a job description or people already had a team, but they didn't know how to maintain them or didn't know how to let go of a team member. And so it's really interesting like to hear that from your perspective as someone from the Canadian aspect of things, it doesn't really matter because that's really how breakthroughs built. It's very concept driven. It's very much so. Like we might use some certain tech that might be only available in the US but it could be translated to any other. Any other software.
Megan:Yeah. And usually there's like a Canadian version or like Canadian equivalent. There aren't a ton that is like US only or Canadian only. Like most of them work cross
Alyssa:border. Yeah. 100%. Mm-hmm. Yes. So I have a couple questions for you cuz a lot of people have been so interested in breakthrough lately and the what? Who better to hear it from the people who've gone through it? You've had a very interesting Path or journey. I don't know if this is the right word to use through breakthrough, because recently you reached out to our support to ask for us to go through trying to get approval for breakthrough. I know that you're gonna probably explain it way better than me because I don't understand the whole process, but you explain what I'm talking about to the people,
Megan:So I came across a local program, that was offering grants for, business owner, like education, professional development, that kind of thing. And like I'm in an area, I'm about an hour and a half outside of Vancouver, British Columbia, so we're a little more rural. It's kind of like, It's a bit more small town vibe, although if you're local, you know that Chillowak is booming and it's insane. But anyway, our area had been hit by, like flooding had hit by Covid. You know, we'd just been kind of hammered at a bit. And while like for a bookkeeping business like ours, like, you know, we're almost a hundred percent remote. So like, stuff like that didn't really affect us. And actually Covid, you know, kind of helped bolster everyone going virtual. There was an opportunity to apply for this grant. And I actually applied for it about five months into Breakthrough. So when I started Breakthrough, I had no idea that I would be able to get this. But yeah, I applied for it and we were approved. And then, I just basically had to like, to fill out a ton of forms saying, you know, like, this is what we learned. This is the course module, this is the, you know, like the topics that were covered. This is the outcome. This is how it applied to my business. So it wasn't. Like super simple, but I mean like, you know, to, to just kind of like summarize like what we were learning and why it was important to me and my business and how it helped us was also kind of cool because then I could kind of be like looking at it and be like, Hey, I'm getting a massive return on investment here already. Yeah, the grant was just a nice bonus. For any Canadians, if you haven't heard of Community Futures, definitely go check them out. They have amazing programs that support local businesses.
Alyssa:I love that and thank you for dropping the info. Cause I'm sure there's some Canadians listening here. Yeah. I really like that you had mentioned that the grant wasn't the reason what pushed you into Breakthrough. You were already willing to make the investment into Breakthrough without having this grant. Mm-hmm. The grant was more of the icing on the cake. Cuz like you said, you, this didn't even get, you weren't even aware of this until almost five months in.
Megan:No. Yeah, it was, it was really lucky cuz like, I mean, Breakthrough is, is an investment. Like it's not, you know, a hundred dollars and you're done. It's, yeah, it's an investment and I had already seen that return on investment in terms of like, you know, it just hitting all the pain points that I was experiencing as a business owner. Yeah, but to be able to apply for a grant and be like, oh, well hello money. Thank you for coming back, was great! Like I must be on thrilled. Be like, you should have seen me like just like running around the house. My boyfriend was just like, what are you doing? I'm like, I'm happy. We're good.
Alyssa:That's amazing. I remember we got the email and I remember Mackenzie reached out and she was like, I don't really know how to handle this email. This is very new, which you were the first person to ever ask us for, because we had to do the backend stuff. I think from what we had to do was confirm that you actually went through that you completed the program, and that you went through X, Y, Z, and then we had to like have a letterhead, which we were more than welcome to do. So for anyone listening, if you're in any of our programs that need some sort of a requirement like that, like please feel free to reach out to me because if it helps you, if it's the same scenario of some sort of a grant or helps you in any capacity, like reach out because that's something that I fully believe in and and I'm so happy to hear that you were able to get almost a full refund.
Megan:Yeah.
Alyssa:Of what actually, I'm assuming, was it a full, full refund of
Megan:I think it was like about 85 to 90%. Cuz we also had like the exchange rate, so.
Alyssa:Yeah, that's right. I forgot cuz you're in Canada, so it's got more expensive for you. Yep. I know. And every time I talk to I'm like, I'm so sorry. Like I know the exchange rate, but unfortunately it's like what we get here.
Megan:I know, but like, you know what, even with that, Still worth it.
Alyssa:Yeah. Thank you for saying that because that's, that just makes me so excited. So I wanna dive into kind of where you're currently at. Cause I really wanna praise how much work you've done, whether that's through breakthrough or not. Cause I can't give all the credit to what we've put there. I know you've put in a lot of work on your own, probably through other programs or people that you've connected Mastermind. So I'd love to hear. Before you joined Breakthrough and before like all of this, what were your pain points? Like where were you at at that time?
Megan:Oh, at that time. So major pain points for me was, like, you know, like my business was growing, still is, But the problem for me was that it was growing at a very fast rate. And to be honest, like when I started it, I never thought I would have employees. I didn't think I would grow to the point that I'm already at. I just never planned for any of this because to me it didn't seem like an achievable goal. Like when I started I was just looking for a job, basically. I was just like, I need money. I gotta pay rent. This is what we're gonna do because I just invested in a freaking certificate. So when I started breakthrough, my major pain points were like systems and processes to support the growth of the business. Wanting to make sure that I had good HR systems in place, you know, to support my employees, give them what they need. That's a work in progress cuz a lot of the stuff they need is, I'm the bottleneck still. So they still may, I swear they probably need like therapy or like some sort support system like externally to deal with all the crap I put them through. But yeah. For me, it was largely operations. As I was going through Breakthrough, I was trying to figure out, you know, like a new pricing system because we were doing, hourly, which works really well because we try to be very flexible for our clients. But now we're moving towards more systematic because you just, it's really hard to grow. On an hourly basis and having things changed from month to month, plus the time it takes to bill clients, adds up. Yeah, so I think for us it was mostly like operations was big hr. I think like a bit of each module, to be honest, like because that's what the kicker for me was, is that like, you know, as I was reading the synopsis for the course was that, I just kept checking boxes that like, okay, I need help here. I wanna do this. This is definitely a pain point. Like this is something I wanna do, you know, in a couple months. Stuff like that. So for me it was a bit of a bit of everything. So,
Alyssa:Which is, I mean, not a bad thing. I mean, I think a lot of people who come and who are attracted to breakthrough are in the same position where that's who we're really speaking to. Because like I said, we attract, like, we don't attract newbies. Like we just, we can't, unfortunately, at this stage in business, as you probably know, it's really not. Like I'm, I'm assuming you'd probably suggest that if you are new and you are listening, that breakthrough is just not the right fit right now. It might not, it might be in the future, but not right now. I think like
Megan:the thing with like bookkeeping, like to me it seems like, like. So I actually looked at starting bookkeeping, like as a career, like right outta high school. I thought, like I, I took a course in high school. I was really good at it. Yeah. Yay. But, I dreaded the idea of sales and finding clients and, and stuff like that, so I never pursued it. But then like when I did actually start my own bookkeeping, just out of necessity, the clients just came and they've kept coming. And it is, I, I'm not sure if it's. You know, this is experienced by all bookkeeping companies. If it's our branding, like I, I'm not quite sure what it is. But my point is that if you're starting your own bookkeeping business, picture where you actually want it to be. Plan for the bookkeeping business that you want. Don't plan for the one that you think you'll have. Go for the dream because, it's achievable. And if you don't plan for that, then you'll be stuck like me three years later being like, holy crap, I've got a lot of clients and I need more employees, and what am I gonna do? It's a weird but not bad problem to have. But yeah, doing that initial planning, and having a business plan and then when you're a year or two in, I think is when Breakthrough really can help you cuz you then have that like experience and being like, okay, we are doing this. We were doing that or we've tried this that didn't work. And you know, you, you've kind of gone through a few of the growing pains already, and then you can look at Breakthrough and really appreciate what it brings to the table.
Alyssa:Yeah, 100%. I think you kind of nailed it on that one. I always tell people like, you have to have a project management system in place. That's just a no-brainer for me. Unfortunately, as you know, you're over there nodding, people can't hear. See you nodding.
Megan:Hear you. Nodding. Nodding with like the big eyes being like, oh my God. Yes, yes. The first thing. Oh
Alyssa:yeah, 100%. And that's where I think like kickoff with the song is a great start. For anybody who's listening, like that's a great place to start. You do not in any capacity are required to go through. Kick off Asana, or even use Asana as the project management system that's required for Breakthrough. The reason we do that is because breakthrough is so much bigger than the project management system. Yeah, and I think a lot of people think that all you have to do is install this project management system, click up or use keeper, or use Asana, or whatever it looks like. But little do people know is that it's so much deeper. It's like an onion. It's like the project management's just the outer layer. And there's so many things deeper and deeper, like the team meetings that you have to run, and they're not just about running a team meeting, it's how to structure them. It's who attends them, how long should they be, what does the agenda look like? It's all these questions that I think Breakthrough does do really well of answering, and that's why we rec. We require people. You have to have a PM system in place now. Does that mean it has to be perfect? No, it just means I cannot take someone who's pen and paper because we have to get past that. We have to be at that next level who's already had clients, like you said, have already been through the ringer, understands the pain points, and I'm glad that you nailed that because I think a lot of people get excited and I'm saying, Get on a consult with me anyway, so anyone listening who's wondering, even if Breakthrough's a good fit, I am one of those people who will not pressure you in any capacity to ever purchase anything of mine. I will guide you in the right direction, but even if you're not sure, and maybe you are at the newer stages, get on a consult with me and I will help you create a plan to get ready for Breakthrough , whether that's tomorrow. Whether that's a year from now, but you need to have a plan and you need someone to support you, and I'm more than happy to help pinpoint that issue that you're experiencing. So thank you for touching on that 100%. Yeah. So now that we know the pain points before, I'd love to hear like, What has been the outcome? I know that you talked, you touched a little bit on how your guys' prior pricing system was hourly because you wanted to be more accessible to clients, which I totally understand, but it sounds like you have made that migration over to more value pricing. So was that something that kind of came from breakthrough? I'd love to hear. What breakthrough has given you on the other end of those pain points?
Megan:Yeah, so it's a work in progress and for me it's a bit of a mental roadblock because like, it's been so easy to talk to clients and be like, Hey, we're hourly, so you can, you know, Change things from one month to the next, it's no problem. We don't have to worry about like changing any sort of like legal agreements or anything like that. You know, you can just let us know, Hey, we wanna do this this month and I'll let you know how long it took and that's what we're gonna charge you. And it's been great because a lot of people really appreciate that flexibility. So for me it's, it's been a hard. Personal, like mental roadblock to go from like that to a more structured pricing, structure. So yeah, so that, that for me is a work in progress and I'm the problem not, clients or potential clients. So right now we're actually offering both. We're saying, Hey, if you are a client and you're not quite sure what you want and you want. Increase flexibility. Let's start on hourly and then, you know, we can always move you over to a fixed monthly price. Or if you are more concerned about budget and you know you've worked with a bookkeeper before and you know what you want every month and what you want from us, then let's put together a custom pricing package for you based on X factors and, and whatnot. And, you know, we review it, every three months or so, just to make sure that, you know, we're, we're still on track, you know, we are making money. They're not being overcharged. Yeah. In terms of Breakthrough as a whole, we are putting Notion into place. I broke down, I was originally not gonna do Notion cuz I was like, okay, well we can do like something like simplified in like a Google document. But then like the search capabilities of Notion Oh yes. Organize. I'm just like, ugh. So we are, we're currently doing that. Cause I finally broke down and then I hired a new, like, full-time employee and like at first, you know, didn't have like a ton of clients to fill her time with. So I'm like, Notion's your problem. Let's, let's get together. These are what's in my head. I need you to start putting this into Notion. I actually signed her up for, for Breakthrough under my account, with you guys. So she did the, systems module or whatever it's called. And went through all that and learned how to do Notion and so she's been putting that into place for us and working on that as she has time. So, which has been fantastic. I'm like really looking forward. I just keep, I've created a new project in Asana for Notion, and I just keep, every time I have an idea on like an s o p or. You know, something I wanna track in terms of like clients and stuff like that, you know, like if I wanna track their anniversary date or something like that, I track that in Asana and then she puts it into Notion. So that one for us has been a big thing and I'm really looking forward to getting that done because I feel like once that's done, then I can look towards being the removable ceo. Cuz right now, way too much depends on me and. Heaven forbid I get sick or wanna take a vacation cuz that's not currently feasible.
Alyssa:Yeah, 100%. Yes. Notion I can just jam on Notion all day, every day. Yep. I get this question a lot from people and their number one thing, I swear it's all the time, is, can I buy your notion template? Separate. And so I'd love to hear from someone who is actually in breakthrough of the reason why we do not give notions separately from the program because Oh, as I know, it's very interlaced, but I'm gonna leave that one for you.
Megan:So that one, that one's tricky because, because I've been getting somebody else to do it. I haven't learned much about Notion. Yes. Aside from what I learned through good breakthrough. That's the whole point
Alyssa:of breakthrough. Bringing your team members, right? Yes.
Megan:This is why people great. So like I, did the module and Breakthrough about notion and I went through it, but I kind of breezed through it because at that time I was thinking, okay, we're not gonna do this right now. Yeah. So I need to go back through it again and actually like, work on it. But the reason, it's a fantastic template because I even actually showed this to one of my clients who's a construction company, and I'm like, you need your systems and your processes in place. Like you need, like you need a brain. And I showed it to him and he's like, oh my God, can you make this for me? And I'm like, Not yet, but gimme a month. Like, you know, I was, I'm like, okay, well we can absolutely, like, you know, kind of take this concept and apply it to other businesses because it is just, it's your, it's your hub, it's your brain of your business. You know, you've got your operations, your sales and marketing, your hr. Every major component of your business is there. And it doesn't have to be in your head anymore, which is lovely. And you can't see my face right now, but I've got crazy eyes. I have been going crazy with everything being in my head unintentionally. And you don't even realize, like as you're building your business, what you all keep inside your head. Until you start to download it into a program like Notion, and it just keeps snowballing into all the policies and procedures and. All the Loom videos on how to do things and then embedding those in notions so that somebody can just watch them.
Alyssa:Oh yeah. Yeah. Yes, I love it. Another thing that we always get asked about all the time is why not use a project management system over something like Notion or, Hey, I use Keeper, and why would I use Notion and Keeper? I think the way I could probably answer that the best is, They do totally different things, and I think a lot of people get very confused because there is a way to technically use notion as a task management. I've seen YouTube videos on it, but I don't think it's anywhere near as robust as like a legit project management system. I think it does really well as a Wikipedia. So for anyone listening who doesn't know what notion is or anything like notion, there's plenty of things out there. I just think notion's one of the most powerful. There's things like Guru, there's things like, I know Microsoft is launching their, their version of notion, but it's. I've had someone show me, show it to me. But it does not, it's not ready. It's like in beta mode anyways, it's just not there yet. But notion's just so powerful. So essentially it's like the brain of the company. Like you were even saying, it's just an opportunity for you to house information. Because I know for myself, like when I'm doing a cleanup for a client or things I've done in the past, or if a team member's doing a cleanup or they're onboarding a new client, there's so many little things that come up. Maybe the client emails you and says, you know, sometimes when I reconnect the relay account it will pull in, blah, blah, blah, blah, blah. But I'm not supposed to have it. Those things need to be documented. And I think this is where people stop removing themselves from their company because they're their own bottleneck, cuz you've allowed it to be stored in your own like mental filing cabinet. Yeah. And so I'm happy to hear that, that you are rolling out something like Notion because Yes. Like you, I used to use Google Doc and that's what worked really well for documenting client nuances, documenting meeting notes with the, clients. But then eventually it's just, it becomes too much when notion is just very interlaced. Yeah. Um, I know that your team member's rolling this out for you, which I wanna highlight to everyone listening. If you're at a stage in business that's very similar to where Megan's at. I recommend that if you do sign up for breakthrough, bring your team members. We have different options. We offer different levels of the way that your team can be involved if you don't want them in the Facebook group, so you have a safe space to ask questions. They don't have to be, if you don't want them a part of coaching calls, they don't have to be unless you want 'em to be. All of the things we have, as you know, Jeremy Van Gro, we've got several people in mm-hmm. Breakthrough who have never touched breakthrough. And I'm like, I'm not even mad about it because his whole team is in there and his team does all the work and Megan's in there. All her name's Megan. Yeah. Megan's amazing too. She goes in there and she just implements and does everything and she presents it to him. So I'm actually really cur curious how you are approaching. The idea of one of your team members coming into a program like Breakthrough that is very robust, and are they presenting things to you? Like, do you want this, like, this is what Alyssa mentioned. What does that process look like for you?
Megan:So I had her just do the module on, on break or on notion. Because like, you know, for timing issues and like for what she's currently doing in the business, she doesn't need all the other stuff yet. If she grows into the role that I'm kind of hoping, you know, she will in like two, three years, I'm gonna be like, oh, hey, here's breakthrough. Let's go through all of it together. Now that's a different story. So I had her do it. Because like I just, I don't have the bandwidth to deal with notion and everything right now. So I just, I asked her to do that. I set her up on Notion and said, you know, kind of go to town. I sent her all the little bits of like pictures of. Pieces of paper, post-it, word documents, Excel spreadsheets, everything that I had like thrown together in like a million different folders. It was so disorganized and I just said, Hey, this is gonna be your problem now. You need to organize it based on the system. Then, you know, template that we got from breakthrough. So, you know, have, have fun. Okay, bye. And like I, I said before, like, you know, it is a work in progress. It is an ongoing project for us. But for her, yeah. She really liked breakthrough. Yeah. And I think she'll, she'll wanna go through the rest of it and stuff. But I was also like, just like timing wise, it didn't kind of make sense for me to have her do all of it all at once. Oh, of course. Especially cuz like, she is new to our company, so she needs to learn how we do things first and then learn how to do all the other things so that she can help implement because
Alyssa:Oh yeah. 100%. And that's even what I tell people when they just join Breakthrough is do not, I know as much as I'm one of those people who. It's really hard for me to go do things out of order in the order that something is in. It's just like who I am and it sucks. I hate this part about myself. And so one thing I tell people is like, breakthrough's not meant to be in order because your bottlenecks will change it. It might be your pricing because a lot of people who do come work with us, like in your same scenario that you mentioned earlier about how you weren't charging what you were supposed to be charging because as you know, now that you've kind of been through, it's been a year now and you've done a lot of changes and you've, you've done a lot of the hard work. You've probably realized that you were probably undercharging based off like, you know how we did the assessments inside of Breakthrough where we had you guys look at your pricing and look what you're seeing, you're, you're charging your clients how much time is spent. Yeah. I'm assuming you probably saw that you were probably,
Megan:there was definitely opportunity for us to be earning a bit more, you know, like when you are charging hourly, but you're doing stuff based on your experience and you know you're using apps like Zenit or Keeper, you know, that really help. Speed up your processes, you know, then you look at, you need to look at bringing on more clients, you know, just to fill that, that gap that, you know, or you can charge, you know, a flat monthly rate based on your experience and your expertise. Cuz like, I mean, for us, we, we've grown so fast, you know, we've got almost a hundred clients. Yeah. Um, it's a little insane. And I was finding that customer service was sliding because we had to, you know, Bring on more clients to fill that gap. And that unfortunately, like doesn't work for me because I'm like, customer service is really important to me. Like, I want our clients to feel, you know, respected, like they have our time. Like we're not, you know, sitting there watching the clock when we're talking to them, like we're waiting to get off the call. I want them to feel like they've got the personalized attention. And I basically, you know, want them to get the kind of customer service that I would want. And I'm a bit of a princess. Like I, I wanna feel like I've got your attention and that, you know, you're totally focused on me, so,
Alyssa:I love it. Everybody needs to be a queen or a princess in their own life, in their own way, right? Absolutely. Yeah. 100%. Well, I love that. I think it's a great point to kind of bring up that ultimately your, your pricing, like it has to, in order for your business to grow to where you want it to be, you really have to price appropriately or else you can go. Underground. I mean, we all hear serve businesses. We all hear consult on that cashflow and, and everything that's going on behind the scenes, but I think we forget to do it for ourselves. It's kinda like the firefighter's house who burns down. It's the same thing. Do we all do our own books? Probably not. I mean, I might be one to say as well. It's like one of those things that we are just all really bad at it because like we're so concerned about everyone else, but we forget to price. What we deserve to be able to serve our team as well. So I'd love to dive into the team aspect of things, because a lot of people struggle in the industry with hiring, and I think the biggest reason why people struggle is because every one transaction in a set of books can mean something different to every single bookkeeper. And so I think that that's the hardest part. And also we've built these relationships. So I'd love to hear your experience on how. Our core module around all the hiring stuff, hiring maintenance, KPIs, everything that we cover inside of our empowered company culture area. I'd love to hear how you've taken that and how it's affected you or things that you've sprinkled in that have really supported you.
Megan:Yeah, actually it was super helpful because, honestly my, my first hire was a gut hire. I, I saw her resume and I was like, oh, hey, I like this person, so I'm gonna work with 'em. And actually has been my best hire, so, And I kept trying to replicate that. And like, you know, going through resumes, I was like, oh, this person sounds cool, let's go with them. And then I would try them and I utterly failed. And I, I am the worst at hiring. I, I hate it with a passion. It's also been a problem. I don't know if, if you guys in the states have the same issue, but I finding. Bookkeepers has been Yep. The choices. Yep. so what I've been doing and what I learned through Breakthrough is, you know, we built out the job description more. You know, we laid out really what was important to us. Part of that was actually also identifying like our, our values, and, and stuff like that. And, you know, we added it to our website. So when we, you know, asked, Prospective employees to, you know, check out our website, see what we're about, you know, that was already there, which is like one of the first modules in Breakthrough. Not that we're going chronologically, but you know, yeah. So we. Fleshed out the job description more. We added a, like a Google form, for them to fill out, to just kind of show that they actually read the job description. And I can't remember if that's something I thought of before breakthrough, or if, if it's, it's in breakthrough as well, isn't it? Yeah.
Alyssa:Yeah. It's the secret subject line. Yeah. Yeah. That guy. Mm-hmm.
Megan:Yeah. So many people don't read the job
Alyssa:description. Oh my gosh, yes. 100%. And people would be surprised. I've had 300 applicants out of all 310 of them. Yeah. And keep the secret subject line. And then out of those 10, only five were even good. And then four got on a call with us.
Megan:Yeah, I, and that's not even exaggeration on those numbers. Like it is. It's insane. Yeah. And then, we actually also started to implement a, like a skills testing questions and stuff like that. Which I did get from breakthrough and then, fleshed out a bit. Plus actually from the Facebook. Group for breakthrough. I asked that question and got put in touch with somebody else named Megan, who's putting together a website with different levels of like testing and stuff that you can have for prospective employees, which I am super looking forward to her launching because. I kept hiring what I thought were intermediate bookkeepers, who had great references. Their resume looked great. They get here and they're like, I don't know how to do anything. And I'm like, oh, okay, good. Well, I can't keep you on board because I can't pay you to be an intermediate bookkeeper when you're not. Like, we don't have that kind of disposable income here. I'm trying to think of what else we went through, cuz I know like, I think actually the hiring one, like the HR module was the first one I did because I needed help. I needed bookkeepers on board and I needed a better way to find them and get them. Fortunately, like once I do actually manage to find them, we haven't had any problem keeping them. But yeah, it's, that support actually was really helpful because HR and hiring employees is a, I don't wanna say like a minefield, but it's, it's difficult to navigate and it has different challenges for everyone because it's just, it is a tough subject.
Alyssa:Yeah. 100%. I think just like hiring in general, I think a lot of people think about, I. Like I've done it. My very first hire I've ever hired was a failure. And I think all of us like go through this phase of like a really bad egg, which anybody who's listening, if you've had a bad egg, I really recommend that you just look internally and say, was it because I failed to have the right things in place? Whether that was the right system or the right structure. And by the way, you do, you guys do not have to have all your SOPs, all of your processes, everything documented before you hire. Your people can help you do all those things with you. It doesn't need to just be you. So I see a lot of people who try to perfect everything before hiring, when that's just not the reality. Allow 'em to see the hot mess cuz people appreciate the fact that you're human. So, and people love helping new businesses, like they love being like there from the backend. So I just recommend that anybody who is in the hiring phase that like you really have to think more than just. Like posting somewhere on a Facebook group and saying, Hey, I'm looking for a new hire. Like here we go. Like you said, there's so many layers and I think that that's how we've attracted really good rockstar team members. On top of a lot of our breakthrough students, we've had some breakthrough students who have found, unfortunately a couple bad eggs and like, as you know, we have our Facebook community, but it's normal. Not everybody, no matter all the systems that we put into place, no matter all the layers that we teach inside a breakthrough, you could still inevitably have the wrong gut feeling. Oh yeah. You know what I mean? Like you could. Potentially that can be a really big issue.
Megan:Yeah. Honestly, like I think for one of, one of the things for me that was really important was to not look at it as like my fault. It wasn't like a blame issue. It was a learning curve. Yeah. And unfortunately, sometimes, You know, you're on the lower end of the learning curve. But actually to one of the things that you were saying is like, for each new hire and stuff that you have, they have different perspectives. They're gonna ask different questions. Each new hire that I have, I have them. Like we go through all of our onboarding and stuff and I document their questions. I asked them to, you know, kind of. Review our onboarding procedures and say, Hey, where do you feel we're lacking? Like, where can we add more? You know, please add your experience to this so that we can then flesh it out so that we're a. You know, it's app not appealing, but you know, it's more legible for or understandable for different types of people. Because just because I say something one way doesn't mean another person's gonna understand what I am saying. They, they kind of have to learn how to speak Megan, in my case, it's a thing. So having different people kind of look at like our onboarding procedures and give me their opinions helps us build that out so that the next person gets a smoother ride.
Alyssa:So, Yeah, 100%. I think that's great cuz I mean a lot of people forget to ask their own team members, like TA tell me about all the things and also just a quick tip for anybody who needs to hear it. You have to say over and over and over and over and over and probably 10 times more to your team that like, it's okay. I'm not gonna be mad if you tell me what you see because I'm, you're, I could see you nodding and laughing over there because it's true. Because people come in thinking you are this. Boss and they're not allowed to say anything or contradict what you're saying. I really just wanna invite people to just. Tell whoever that looks like and allow your team to feel okay with bringing things up. Now. Sometimes, I mean, it's always an ego hit to us. Like we're like, what? I want it this way. I've been in that same position myself, and I will 100% admit it. It's hard for me to see like, or here sometimes like it's not working unless I'm like, but I really want it to
Megan:work, but it should work. But it. It's, I feel like that's, for me, that's part of the, you have to learn to speak Megan. Mm-hmm. And sometimes Megan has to learn to communicate with others. Yes.
Alyssa:Yes. And as business owners, it's hard for us to hear. No. It's hard for us to hear that we're wrong. And so I just encourage everyone just, you have to say it over and over again. You have to constantly say, and I tell people all the time, like especially even breakthrough, I'm like, you're gonna be that person who's gonna pest. The hell out of all of your team members, because you have to annoy them every time. They don't post in the s o p update channel in Slack that there's a new s o p. You're gonna pester them and they're gonna pester them until you have someone else pestering for you. Mm-hmm. But at the moment it might be you. And like, it's okay. I just think that we're all too nervous to pester. What? I don't think it's necessarily a bad thing. People
Megan:pe like with, with hiring and stuff, like, especially cuz like our team is remote asking questions. Part of our onboarding procedure even just says, We want you to ask questions. It's not stupid. Like if you spend a minute or two trying to figure it out yourself and then, you know, ask us a question. Great. Don't spend 15, 30 minutes trying to figure something out when we are right here available to you. It's just looks different than when you worked in an office.
Alyssa:Yeah, 100%. That's a good perspective. So, I know we're coming up here till the end of our podcast interview here, but I wanted to touch on a couple things that I think highlight Breakthrough more than most people think. They like to come in thinking it's all about the content, but sometimes it's all about the coaching and also all about the community. So I'd love for you to touch on, I know you've been at coaching calls just cause I've seen your face. Oh yeah. But I'd love to hear your perspective on. Anybody who's coming into this about how you feel about the coaching calls in the Facebook group and what that actually looks like for you? Yeah.
Megan:I have absolutely loved the coaching calls. I love talking to people that have similar problems to me. I like being with, you know, essentially like my tribe, because these are all people that are in the same or similar life situations as me. And you know, we're all kind of working towards building our bookkeeping business, you know, whatever that may look like. But we're all experiencing similar problems and it's really nice, you know. To have that comradery, to know that we're not alone and to have those people to bounce ideas off of like completely judgment free. Like I've never once thought, oh my God, I'm worried about talking about this. You know what, if somebody says something, it's never even crossed my mind. And to me that's really valuable cause I don't always love speaking up. But I, I've never had an issue, you know, like I've put in questions beforehand. I've asked questions during a coaching call. I'm not always great about contributing and like, you know, helping others. Cuz half the time I'm working while we're doing the coaching calls, which is why I don't have my video on. So you can't see. I'm not paying attention. but then, you know, when something kind of like triggers in my ear, like, you know, oh, we're talking about. This software or you know, this problem and I can tune back in and, you know, acknowledge it. It's been absolutely fantastic and it's actually one of my favorite things. Like I actually, you know, paid to extend my access to that, to the lifetime access cuz it's, it, there is so much value in it and as a person who isn't typically a quote unquote joiner, that's kind of saying a lot for me. And the Facebook group. Having somewhere where I can, you know, pop a quick question, get a ton of people's opinions and what they're doing in their business, what's worked for them, what hasn't worked is really valuable because that kind of, it doesn't entirely remove, but it alleviates some of the trial and error process that I might have had to go through on my own if I didn't have that support system. So for me, having that has just been absolutely fantastic and, I use it much more than I ever thought I would.
Alyssa:That's good to know. I'm glad because I think a lot of people with these Facebook communities, I think one thing that the organizers who put them together, not to say anything bad about any organizers, but I think a lot of the times what they do wrong is that they don't cultivate the right community. Or if they do cultivate the community, they're not involved themselves. And I think that that's something that. I really love about breakthrough. Like as you know, we have myself and Brooke Swan right now as our main coaches of breakthrough. We do have intentions of bringing on a third one, and I'm so excited to like, share it with the world. but at this point it's me and Brooke. So it's a requirement like with Brooke Coaching alongside me as well. That we have to respond within 24 to 48 hours as well on top of other students because other students will be bring great perspectives. And I always tell people, don't tag me specifically. Don't tag Brook specifically in a post, because then you're just gonna tell everyone else. I don't want your opinion. Yeah. And so instead put it into the world inside of our Breakthrough Facebook group and ask the question, you're gonna get a response from me, which I will probably most likely point you to a lesson that's got the logistics. But then you might hear from Megan who's got her like personal experience. And I think that's where the beauty comes from because a lot of these Facebook communities out there are all, so how do I do a dividend credit? Like what does it look like for this? And they're all so. They're great for us at certain stages in our business. We've all needed those groups. Oh, yeah. But now we're at a different phase in our business. Now we wanna know how can I create bonus structures for my team? How can I let go of someone that's been a really big struggle? How can I price increase when I've failed to do that for three years? Yeah. You know, and I love that. I, I even get so much value. I'm even taking notes for myself. I mean, I run my own firm and I learn a lot from my own breakthrough students. I love that program.
Megan:It's very cool to have like those different opinions and perspectives. It's, it's so useful. It's honestly, it's invaluable and like, you know, even if there is like a question where we like, specifically want yours or Brook's opinion on, then you could submit it to the coaching call.
Alyssa:Like, yeah. Exactly, and that's where you're gonna get the answer directly from us. And I love the coaching. The other day someone brought up, I think it was Lakeisha Hill, which she has been a breakthrough student who at the time I told her, you're not ready for it. But she did it anyways and I'm so happy that she did. She was on a mission, she quit her full-time job and I'm so proud. Did you see that?
Megan:I, yeah, I think Lakeisha started around like the same time, same time as you. So, yeah. So I always see her like commenting and posting and stuff and I'm like, how do you do it? Like, yeah. She has done so much like, cuz I, I've been kind of following along on her journey from like, you know, being an employee, starting her own bookkeeping firm into the point where, Quitting and she's doing all these and like, it's been really cool to follow along and
Alyssa:Oh yeah, her journey implemented. Yeah. Yeah. I can't wait. She's gonna be on the podcast too. And I, I told her, I was like, girl, I can't wait because I told her on the consult call, I said, you're just where she was at in business. Especially because I need this to be a full commitment, not something that's kind of on the side with, on your job. She was like, I'm doing it anyways, I promise. And She was the exception to the rule. And I'm so happy she went against my own advice because she has been such a pleasure. But the other day on a coaching call, and that's why I tell people like come to coaching calls. Everyone knows me as if it's not the workflow queen or the Asana queen, it's the Zapier queen. Like I love Zapier. And that's what the coaching calls are for. It's not just a place to ask questions. It's show me your notion, what's going on, what's wrong? Let me see your Zapier. I'm gonna show you how to set it up. It's recorded. You can come back later and. I love our coaching calls. Like I get so stoked about 'em.
Megan:They are so much fun. Like honestly, they're great. It's, I really enjoy them. And you know, you never know what question people are gonna ask or how it's gonna apply to you. And, you know, even if it's something that like you're not doing right now, like, I suck at automations. My brain is not working on automations like, But I know that as we grow, I have to get those in place. Yeah. So even though, you know, I'm not doing them right now, I make a note to come back and rewatch this, like X date of coaching call for when I want, you know, information on X automation or, you know, like whatever. It's, yeah. And being able to go back and like, rewatch things and stuff like that is, is
Alyssa:super helpful. Yes. Well, lovely. Well, before we wrap it up, I have one last question for you before we get into the exit here. I'm so excited that you were here today. My big thing is, was there anything about breakthrough that exceeded your expectations of things that maybe you weren't expecting to be included?
Megan:I think the program as a whole, which is gonna sound like, you know, Alyssa's like paying me for this, but it's not, I promise. You know, there was. Chunks and stuff like here and there, like absolutely what I was expecting. But having like other people, like, you know, input from like Serena, Shoup is that right? Yeah. Having input from her and like, you know, Brook's input and stuff and having like just different input from different business owners and stuff who've gone through, like we all go and go through a similar situation, but, you know, obviously have our own experiences and having different. Outlooks on things has been really helpful. I think actually having all the notion templates like that, that to me was huge and unexpected. Like, cuz that's kind, kind of a big thing, like to build notion from scratch. It would be a very daunting task. Like notion by itself is daunting or at least it is to me. And to have those templates really kind of kicked it into gear and said, okay, well we have all this information, why not do it? And. For building and growing the firm. I think stuff like that is invaluable, like having those templates, like even with like kickoff with Asana, you have a ton of templates and while we use Asana a bit differently, I've still imple implemented like a bunch of those templates because they, they help grow our firm, you know, and I think, I think for me, the biggest value was probably the templates.
Alyssa:Yeah, 100%. Usually it's like that. Yeah. Well, it's usually a lot better because it's like you just have to just implement it and it's ready to go. Like the content stair walks through. It's like all these like KPI spreadsheets, it's like all the things are like ready to go. It's like now just make on your own, you know? So yeah,
Megan:you kinda get to the point where it's like, okay, well I've got this, so I might as well do it. Yeah. You didn't have those, those templates, those spreadsheets, you know, everything like that. It'd be like, oh, it'd be so hard to create them and start them from scratch, but. But now it's like, oh, I've got it. So, well, I'll just, I'll just start typing in a little bit right now. I'll just, and then all of a sudden it's been like an hour and you've like filled out the entire
Alyssa:spreadsheet. Yes. I love it. Well, thank you so much Megan for this lovely interview. I'm sure that a lot of people are just gonna get a great ton of information from this and just, I appreciate you so much. Are there any last words you wanna end off with before we close this off here?
Megan:Um, I, no, I mean, I think we covered a lot. I apologize to anyone if I rambled at all. Um, you did not. I promise. Trust me, I'm
Alyssa:the one who usually rambles the most.
Megan:Excellent. I think I managed to sneak in one swear word. So we're good there. My quota was reached. Oh yeah. You're good. No. Awesome. Thank you so much for having me. It's been, it's been a blast, honestly. Yeah.
Alyssa:And then where can people get in connection with you also? Is it okay for anybody to reach out to you about your experience with breakthrough? If maybe they're on the fence, where is that the best place?
Megan:Yeah, so we are reachable on the worldwide interwebs, www.roguebookkeeping.ca we're on Instagram. Instagram, Facebook. Both of those are just rogue bookkeeping. Mm-hmm. Um, and yeah, if anyone wants to reach out with any questions about breakthrough, absolutely feel free to contact me @helloroguebookkeeping.ca yay.
Alyssa:Thank you so much, Megan. I really appreciate you and I'm sure I'll see you on a coaching call in a couple days. Absolutely. Have a good day.