In this episode, I interview Jolene Fleming, CEO of Upper Left Accounting, incredible business owner and mother. We talk about her experience with buying a book of business, how she implemented systems and processes that transformed her business and how she's on track to hitting $1 million dollars.

In this episode you’ll hear:

• What it was like for Jolene to purchase a book of business from another firm owner
• The process of a buy out and what that looks like
• How much she bought the business for
• How she implemented efficiencies, SOPs, processes, etc. in growing the business
• How she implemented Kickoff with Asana for Bookkeepers & Accountants in 4 days
• How she implemented Breakthrough for Bookkeepers & Accountants and how it changed her firm
• Her experience taking vacation and time away from the business

About our guest:

Jolene Fleming is the CEO of Upper Left Accounting and she’s a profit and growth strategist, opportunity detector and someone who’s never met a puzzle she didn’t like. Jolene wants to win for her clients. Unapologetically growth-driven, Jolene's financial strategies turn small businesses into not-so-small businesses. She's transparent and unambiguous about it and still bubbles up with joy every time her tactics help someone reach a level of success that exceeds their expectations.

The entrepreneurial spirit is deep-rooted in Jolene’s DNA. She comes from a long line of business owners including her grandfather who was a veterinarian, and her great great grandfather who invented the sleeping bag. When she’s not driving profits up for her client list, you’ll find Jolene riding horses with her sister and mom, or beach loafing with her husband, and three kids!

Connect with Jolene Fleming:

Connect with her on Facebook: facebook.com/upperleftaccounting.com
Connect on Instagram: @upperleftaccounting

Resources mentioned in this episode:

⚙️ Loom (screen recording software)

⚙️ Miro (virtual white boarding and process mapping tool)

🔨 Whiteboard Wallpaper

⚙️ Jasper.ai

💻 Breakthrough for Bookkeepers & Accountants

💻 Kickoff with Asana for Bookkeepers & Accountants

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com