#PadgettChiefs | Capacity and Creating a Cadence for Communication (feat. Jeff & Amanda)

Bonus to Episode #29 

Recorded on November 17, 2021 at the Padgett Tax Conference … it’s Scott’s Birthday 🥳

2 one thing that I'm hearing consistently is we are too busy and we can't hire enough help. When the owner is the primary producer, the owner can't really run the business or work in the business. And so. How do we build capacity?

4 technology creates more capacity for us.

5 some people try to build their firms or build themselves up for somebody else or what they think they should be doing. At the core, it starts with, what do I want?

6 can a small, independent firm that does a lot of tax returns have capacity and a life?

8 setting priorities and letting the little stuff slide

9 to create more capacity you have to first delegate and create processes, set priorities, have patience, and proper planning

10 start with one thing, the lowest hanging fruit

13 find somebody that's done it already to help guide you through that process because anything that you're going to go through, somebody else's already gone through

14 how do you create more capacity for your team? You can’t just keep throwing more people at problems…

15 office hours, time blocking, and the hyperactive hive mind… we need to structure our internal processes and communications

20 Jeff’s secret sauce… outsourcing his email processing! the benefits of having a virtual executive assistant (aka a secretary)

25 removing the sense of urgency in your life requires deliberation and a cadence for communication

26 in hindsight, there are never any real surprises in a business… surface level problems appear to be surprising in the moment, but looking back we all saw them coming from a mile away

27 there are things we can delete from our lives that will create capacity for the things that really matter… remove the pacifiers for our minds, take a look at the things you do to escape