My Monday Scorecard
A few years back, I onboarded a new client that was big on running his company on EOS (Entrepreneurial Operating System). At a similar time, some bigger accounting firm owners were talking about EOS for their internal firm operations as well.
To get up to speed fast, I read Traction: Get a Grip on Your Business by Gino Wickman (the ‘bible’ of EOS, from what I gather). The book and the system were okay. I probably would have loved it if I were a 45-year-old dude in #foundermode with a military background running a multi-million dollar company.
But here I am…as none of those things 🙃
All that to say, while the entire system doesn’t resonate with my $200K gig, with barely the equivalent of one full-time employee, I absolutely took away a handful of things that stuck. The most prominent one being…
My Monday Scorecard
Every Monday morning, for 15 minutes, I gather data on a handful of metrics that matter to me. It helps me keep a quick pulse on my firm and my behaviors, as well as saving me a ton of time (more on that later).
Here’s what I track in 2025 (from the prior week):
# of hours I worked
# of hours my contract bookkeeper worked (even though I pay her a flat monthly rate)
Podcast downloads
YouTube views
Newsletter subscriber count
Newsletter open rate
Website traffic
Intake forms received
Discovery calls completed
(These are all specific to me. I’m not suggesting that you should care about these things unless you decide they matter to you too.)
How does this save me time?
What I noticed before I started my Monday Scorecard was that there were a lot of things I cared about and was checking on multiple times per week, if not per day!
Did anyone visit my website? Did they open that email I sent? Unsubscribe? How is that post on IG doing?
I probably spent 10-15 minutes per day checking my phone for all the things I cared (read: worried) about. Spoiler: checking metrics multiple times per week/day doesn’t make them better. It just wasted my time.
So I decided the things I actually cared about, took the apps that were sucking my curiosity and time off my phone, and created a format (i.e. simple spreadsheet and calendar time block) for me to worry about those things just one time a week.
I’ve been doing this since October of 2023 now and it’s turned into a weekly ritual I won’t miss.
Even if this has saved me 15 minutes a week compared to what I was doing before, that means it saved me 25 hours over the past 2 years. (Can that be right?? Someone check my math.)
So I have to ask, what are you checking multiple times per week that you can cut down to once a week?
It adds up.
Cheers,
Erica
What’s Happening in Aligned
Pricing Increase Workshop (Part 1 - Determining Your Prices)
Recording Available until Nov 7th (for what it’s worth, the Q+A was really valuable during this session)
Pricing Increase Workshop (Part 2 - Drafting Client Communication)
Speed Networking
Office Hours w/ Erica
Pricing Increase Workshop (Part 3 - Updating Your Systems)
Save the Date: Aligned Virtual Holiday Party
Thu, Dec 18th
“Just like your old firm’s holiday party…but without the inappropriate comments from the partner!”
Question of the Week > Would you like to see more software demos inside Aligned? (i.e. Financial Cents, Ramp, Keeper, etc)
Current Discussions On > client calls outside of work hours, CRMs, tech stacks for bookkeeping + tax, TaxDome, cute Halloween pics, and more!
Join the discussion with 150+ like-minded, non-scaling accountants / really cool humans in the link below.
Money back guarantee, if you get in there and don’t see the value. No questions asked.
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