The Ambitious Bookkeeper Podcast

77 ⎸ What happens to your business if something happens to you? With Julee Yokoyama


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In this interview episode, I chat with Julee Yokoyama, a small business operational consultant who specializes in helping small businesses create contingency plans and succession planning. She helps people answer the question: “if something happens to me, what happens to my business?”

In this episode you’ll hear:

  • the difference between contingency planning & succession planning
  • why both are still crucial for solo-business owners
  • what types of events you can plan for

About our guest:

Julee Yokoyama is a small business operations consultant. She’s a strategist with certifications as a Director of Ops, Project Manager, and End-of-Life Doula. Needless to say, she’s a planner who does her homework, and she helps service-based entrepreneurs do the same by organizing and protecting their business operations. The results? Peace of mind, operational efficiency, business growth, and overall life fulfillment. With 15 years of consulting experience in both corporate and small business settings, she guides and supports her clients through the tough conversations around risk assessment and contingency planning so the mission-critical aspects of their businesses are covered in case of emergency or extended leave.

Julee lives in Seattle, WA with her husband and two fur babies, Lucy and Desi.

Connect with Julee:

LinkedIn

YouTube

Instagram

Get The Project CYA Essentials and start creating a plan for your business if something happens to you.
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The Ambitious Bookkeeper PodcastBy Serena Shoup, CPA

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