Sam covers resource planning, the starting mindset and the different roles you need. She explains the accountability strategies that can be helpful and tips for execution going forwards, plus the common mistake the happens to many when they get too busy that makes this whole process fall apart.

Sam Dean covers the third stage of the workflow. Sam explains what the helicopter review is and why you need it, as well as what you need to cover in the job debrief meeting that you need to have. She also covers the opportunity meetings and importance of reframing our conversations with our clients.

Sam covers the second stage of the work flow. This is around processing jobs and making sure you are establishing the mindset and the systems to create more efficiencies in this stage. Sam explains the steps in processing a job, the power of the finishing mindset and the importance of getting accountants doing accounting work and having other staff do the rest.

Sam kicks off a series based around the Renovate Program, which is all about helping create space in our firms and getting a super efficient at what we do every day. What she is going to talk about over the next four sessions is all around the job processes for End of Year work, which still takes up about 85% of our work, so it's this area that accountants need to get super focused on.

Sam begins the conversation around renovating what you do every day to get time back in your accounting practice and ultimately, grow your business. Following on from the interview with Mark Calleja, Sam has put together the next few podcasts as a series to look at how to create space in your business to make the shifts needed to move from expert to advisor.

Sam looks at the lesson from Mark in the opportunities being missed by not freeing up space and systematising in our businesses, and why the biggest opportunity is the EOY tax processes. Sam explains the difference between a process and a system, as well as how the industry can be the disruptors through becoming relationship businesses, rather than being disrupted by technology.