Ep. 106 – Increasing Workflow Efficiencies in Your Small Business with guest Eric Saumure

Work Less PROFIT More Business Podcast

Can technology really help small firm owners with workflow efficiencies?
Do virtual, online services such as accounting and bookkeeping really work?
Guest Eric Saumure and I talk about:

• Why he founded an online, 100% remote, accounting service
• Why some business owners might be reluctant to try 100% remote services for their financial services
• His suggestion to other firm owners who might be considering the shift to online and 100% virtual
• How his business facilitates a positive work culture – great ideas
• Tech tools that can help you save time with your finances including:
  • DEXT - here previously Receipt Bank
  • KARBON – collaborative workflow platform (here)
  • Any appointment scheduler
  • Ignition – for proposals and pricing
  • Zapier – for a 3rd party connector between software
  • PLOOTO
  • XERO

Listen to Eric and his team on their recently launched podcast – Small Business, Big Insights
ABOUT ERIC
Eric Saumure is not your traditional accountant. While he’s formally trained as an accountant (CPA, CA), he has experience advising C-suite executives and business owners on all areas of business finance, including succession planning, restructuring, building processes, and managing remote teams.
He enjoys simplifying jargon and complex tax/accounting concepts. He got sick of the big firm feel and decided to change the way people see their accountant and started Zenbooks.
Zenbooks is an online Canadian accounting firm that’s 100% remote and leveraging the latest cloud-based tools to advise small business owners across Canada. Eric has been sourced in CBC National News, CTV News, and various radio interviews.
Connect with Eric here:

• Business Name: Zenbooks
• Website: https://zenbooks.ca/
• LinkedIn: https://www.linkedin.com/in/ericsaumure/
• Facebook: https://www.facebook.com/ZenbooksCloud
• Twitter: https://twitter.com/TheOfficialEric

ACTION PLAN to increase workflow efficiencies:

1. Identify bottlenecks
2. Ask ‘who’ can do this work, not ‘how’ will it get done
3. Ask if there a tech tool/app that can increase efficiencies

Here’s the graphic of my GROW Equation.

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