Episode #99: Laura Kelly
The Get Your Act Together Podcast
English - October 18, 2022 06:00 - 52 minutes - 97.8 MBEntrepreneurship Business Management businessadvice obm agency agencycoach getyouracttogether sinkhandle smallbusiness Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
On today’s episode from our Agency Series we meet Laura Kelly the Founder and CEO of TulaBooks, a modern bookkeeping business. I talk to her about why all of her people are employees and not contractors, how she chose to be an agency and not just a freelance CFO, and we nerd out on software that makes agency life easier.
Laura has more than 15 years of accounting, finance and HR experience, and she brings that knowledge to her small business clients every day. She is an expert number cruncher, but her true passion is storytelling and translating your numbers to show you what they really mean for your business and your life.
Timestamps:
02:20- Why are you not just a bookkeeper? Why make this agency?
05:25- Transitioning from an hourly CFO to an agency owner
08:10- wanting to burn it to the ground
18:15- Scheduling work for your team
21:00- Software to use on clients who don’t know where they spend their money
25:30- Being your “Numbers Translator”
30:15- How Laura picks her people and onboards them
40:32- The things that make Laura’s agency different
43:15- Why Laura has such low turnover
44:45- The benefits of becoming a “removable CEO”
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