Why do you need to keep tasks easy to understand? In this episode of Strategy and the Virtual Controller, Damien, and Penny tackle the importance of taking a step back before implementing any technology or workflow changes. They discuss how to set up an anticipatory set that will help employees work more efficiently and effectively, reduce misunderstandings, and minimize write-offs due to incorrect processes.

The conversation covers how COVID has impacted internships and new workers coming out of college who may lack experience in executing tasks.

Tune in as Damien and Penny as they stress the need to make sure that tasks are easy to understand and complete in order to ensure successful outcomes!

[00:00 - 01:20] Opening Segment

• Damien and Penny discuss accounting, client accounting services, virtual accounting, and virtual controller services
• Helping practitioners build intentional businesses and avoid mistakes

[01:21 - 13:50] Avoid Tax Write-Offs Through Anticipatory Set

• They share their advice on taking a step back and making sure there’s a mutual understanding of objectives and outcomes before rushing to a solution
• Anticipatory set:
• Define title
• Define objectives
• Define what learners should learn

[13:51 - 36:33] Carving Out Time To Achieve Anticipated Results

• Remote workers and new employees may not have experience of internships due to COVID
• The anticipatory set is the objective, which includes the tasks, the trial balance, and the objectives of the trial balance
• Objectives is what we should achieve, whereas anticipatory set is the result that we anticipate to happen
• It’s important to consider what client the client see on their side of the app, as it may be different than what you see

[36:34 - 40:10] Closing Segment

• Tune in as Damien and Penny share why you need to make sure that tasks are easy to understand and complete in order to ensure successful outcomes!

Tweetable Quotes

“I did not define both ends of it and you would think, well, why should I? Well, because she's a valuable employee and I don't need to constantly berate her because of my lack of communication.” - Penny Breslin

“The client's coming to you because of your accounting and tax expertise. And so a great way in which you can demonstrate your accounting and tax expertise is just to get them better organized and tell them how you want them to submit information.” – Damien Greathead

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Websites: https://moneypennyllc.com/

LinkedIn: https://www.linkedin.com/in/damiengreathead/

Twitter: @Damien_GH

LinkedIn: https://www.linkedin.com/in/penny-breslin-0228b81/

Twitter: @pennyb57