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Scheduling It Out – Calendaring

As we hit our stride in mid-January 2015, our company has already implemented some changes in how we want things to work in 2015. That means I’ve set up a pretty robust meeting schedule for the year:

  • Monthly meetings with my coaching group. I’ve invested in a peer-coaching group to ensure I stay on track. More on this later this month.
  • Monthly manager’s meetings. Day long meetings where we problem-solve for clients and manage internal processes.
  • Weekly staff meetings. Every Monday morning, we start out the day with the entire team. Each team member has to share something they’ve learned that will benefit the entire group, such as a software tool or a client project. These meetings deepen relationships between our remote team, grow their knowledge and skills, and are a great way to start the week.
  • Monthly client webinars. Each month, we host 30-Minutes with Fourlane, where we share business process and workflow tips, useful information on how to better use the Intuit software we specialize in, and applications that improve our clients productivity and can be integrated into their current software.
  • Weekly marketing meetings. These help our team to keep our focus on growth and informing our customers.

These events on my calendar are a priority. While there are times a client meeting or other event takes precedent, these weekly and monthly meetings make a huge difference in our success and are a priority for me.

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About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

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