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.

A couple weeks ago, my car started making a funny noise (it’s 11 years old, so it’s allowed). I wanted to take it to my favorite mechanic in town, Mike, but he’s hard to get ahold of.

At the end of every month, I block 4 hours on my calendar to plan out the upcoming month. Every 3 months, that time includes planning the next 3 months as well. This past Monday, I planned October and Q4.

And now for a whole bunch of random stuff…

My 2024 In Review

There were a number a good questions I received after last week’s Onboarding SOP email. Here’s a couple…

I mentioned an onboarding SOP (standard operating procedure) a couple months back and the questions came in. Here are just a couple…

Staying on the topic of email from last week, here’s a question from a fellow subscriber…Curious, at some point, would you be willing to share about the email filtering system you have in place?

You're the first to see my new ebook! 🤩

I’m a ruthless, semi-obsessed time blocker. It actually started about 10 years ago when I was still in my corporate job.

I'd like to hear more about your weekly/monthly client schedule, especially how you juggle and prioritize all 10 of your clients on a monthly basis

a little background on me and my journey