Cartmill Stewart's guest appearances

Cartmill Stewart

Business Strategy for CPA's

Tom Wheelwright

John Lee Dumas

Kate Ahl

Jonathan Stark

Alan Weiss

Mike Michalowicz

John Warrillow

Carol Cox

Gretchen Carlson

Ron Baker

Paul Klein

Brandon Hall

Amy Lang

Carl Richards

Adrienne Dorison

OwlTail

Claire Stewart

Today’s guest is Claire Stewart, the Founder of Cartmill Stewart.  Claire and her partner have totally dialed in their systems to run an efficient practice, including having gone paperless.  Systems and workflows are a common pain point for accounting practice owners so I wanted to dig in.  The highlights were: 1. Creating issues that didn’t need to be there. And that sometimes clients who “behave badly” do so because they were set up that way.  So they make themselves go back to the drawing board and make systems better from the client’s point of view. This tied in nicely with: Look at businesses that do customer service really well and see what elements you can replicate.  2. Fix one thing at a time. If there’s too much, you won’t do anything. So many accountants complain of feeling like they are chasing their tail when it comes to making improvements, and it’s because they are either trying to do too many things at once, or fixing things out of order. And yes, there is a RIGHT order to fix things in.  Software mentioned: GoProposal https://goproposal.com/ Senta https://www.senta.co/   Connect with Claire: Email claire@cartmillstewart.co.uk Website https://www.cartmillstewart.co.uk/ LinkedIn http://linkedin.com/in/clairestewartfca/ Instagram https://www.instagram.com/clairestewartfca/ Download ebook “6 Simple Steps to Double Your Revenue”  https://shethinksbigcoaching.com/download-double-your-revenue Work with Geraldine: Strategy Session https://shethinksbigcoaching.com/strategy-session/ 1:1 Coaching https://shethinksbigcoaching.com/business-coaching/ VIP Day https://shethinksbigcoaching.com/vip-day/

Today’s guest is Claire Stewart, the Founder of Cartmill Stewart.  Claire and her partner have totally dialed in their systems to run an efficient practice, including having gone paperless.  Systems and workflows are a common pain point for accounting practice owners so I wanted to dig in.  The highlights were: 1. Creating issues that didn’t need to be there. And that sometimes clients who “behave badly” do so because they were set up that way.  So they make themselves go back to the drawing board and make systems better from the client’s point of view. This tied in nicely with: Look at businesses that do customer service really well and see what elements you can replicate.  2. Fix one thing at a time. If there’s too much, you won’t do anything. So many accountants complain of feeling like they are chasing their tail when it comes to making improvements, and it’s because they are either trying to do too many things at once, or fixing things out of order. And yes, there is a RIGHT order to fix things in.  Software mentioned: GoProposal <a href="https://goproposal.com/" rel="nofollow" target="_blank">https://goproposal.com/</a> Senta <a href="https://www.senta.co/" rel="nofollow" target="_blank">https://www.senta.co/</a> Connect with Claire: Email <a href="mailto:claire@cartmillstewart.co.uk">claire@cartmillstewart.co.uk</a> Website <a href="https://www.cartmillstewart.co.uk/" rel="nofollow" target="_blank">https://www.cartmillstewart.co.uk/</a> LinkedIn <a href="http://linkedin.com/in/clairestewartfca/" rel="nofollow" target="_blank">http://linkedin.com/in/clairestewartfca/</a> Instagram <a href="https://www.instagram.com/clairestewartfca/" rel="nofollow" target="_blank">https://www.instagram.com/clairestewartfca/</a> Download ebook “6 Simple Steps to Double Your Revenue” <a href="https://shethinksbigcoaching.com/download-double-your-revenue/" rel="nofollow" target="_blank"> https://shethinksbigcoaching.com/download-double-your-revenue</a> Work with Geraldine: Strategy Session <a href="https://shethinksbigcoaching.com/strategy-session/" rel="nofollow" target="_blank">https://shethinksbigcoaching.com/strategy-session/</a> 1:1 Coaching <a href="https://shethinksbigcoaching.com/business-coaching/" rel="nofollow" target="_blank">https://shethinksbigcoaching.com/business-coaching/</a> VIP Day <a href="https://shethinksbigcoaching.com/vip-day/" rel="nofollow" target="_blank">https://shethinksbigcoaching.com/vip-day/</a>

085 Designing Systems for Great Customer Experience, with Claire Stewart, Founder of Cartmill Stewart