How do you keep up? I own an accounting firm, have 3 employees and over 100 clients. I worked on a project management system for months that didn’t work how it was intended. So we are having one being built out. We are piecing things together for now. But I just can’t keep up!

When I first started my business over 10 years ago, I gave clients my cell number because it was just me. I have so many clients texting and calling me directly I can hardly get anything done. I can’t turn it off because of my kids school.

I have been delegating as much as I can. But even for me to review stuff. I am just behind. I wish I could work after hours so I could actually get stuff done.

Idk what I am needing, I guess more venting. But I’ll take any advice you’ve got!

  • Texas_Accountant@alien.topB
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    10 months ago
    1. You need a vice president, or manager (another you) to field all of your phone calls and emails.

    When you answer phone calls and emails let your current clients know and that you have a new vice president manager assistant etc so that they are prepared to have to deal with somebody else.

    Also make sure that they know how capable you believe the person is and how wonderful they are.

    1. You need a second phone. One just for your family.
    • Little-Lemon2101@alien.topOPB
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      10 months ago

      I have an office line. And have given it to my clients. But they don’t use it. I am not going to answer my cell anymore and then call them back from the office. So hopefully they will call that.

      When people DO call the office, my number isn’t on the directory so one of my employees will field it for me.

      We are implementing a whole workflow system which will help with a lot of it.