Lisa Hennessey | Business Manager at Teach it Forward & Certified SYSTEMologist™

Lisa Hennessey, business manager at Teach It Forward, adopted Systemology to systemize their accounting firm offerings. They deliver live case studies, use System Hub for client systems, and secured a joint-venture bookkeeping partner. She credits the training format and support for making it work.
Chapters
Lisa Hennessey here and I am the business manager at Teach It Forward. So I'm not actually a business owner but I help run the business from day to day. So Teach It Forward. We work with accounting firms and we work with accounting firms that really want to focus on and grow their business through business advisory and not necessarily just your tax. I've been teaching systems actually for a number of years now and have fully systemised Teach It Forward to the point that we can fully systemise a business. But we taught it differently, so probably in a more lengthy way and in a more complicated way. And when we found out about Systemology through Dave, we both read the book, Trent and I both read the book and I read it and I just love systems and it was just like we've got to get on board and we've got to do the systemology certification because it just is just such an easy and simple process. And if you love systems as much as I do, then it was a no brainer really. You know, it was going to be really, really easy, I felt, to sort of learn it myself. Some courses are very, very complicated. And now having the three months and the way the training was laid out and the way he delivered it was really, really supportive and yeah, it was terrific. We sort of got right on the bus, I think, when we first started Systemology and got the case studies really early and I think that really, really helped me gain the momentum with my training because it was really, really live. So I had my case study clients and the week before that I would learn and then the week after I'd sort of deliver it. So I think that was really, really important rather than doing the three months training and then getting your clients. I think it really, really helped me, helped me and I think that was a really big win. I've just finished one case study client. Well, I've finished both of the case studies, which is fantastic. I still just have to do two more meetings with one of them. But in terms of the extraction process and providing them with their done for you program, that's all complete, which is really, really exciting. And then we had a meeting late last week and secured our first joint venture partner, a bookkeeping and accounting services business. So they're going to do the sale for us and I'm going to do the work. So it's really exciting. And we're also presenting Systemology at a Country Practice accounting conference in Orange in early March. And we're also going to present this to all our current clients and offer it as A service to their clients in late March at our conference. So lots of things happening in 2021. Yeah, look, I think in terms of the case study clients, because they were already clients ours and they've been exposed to systems before, they know how important systems are, but they haven't necessarily had the right team on board or the right. All the systems have been sort of all over the place. So that's where System Hub came in, which was great. They could see another systems management platform, which was fantastic. So that's another great tool that Systemology brings to the party. In terms of the case study clients, that was something that Trent helped me with, being current clients. So we worked with them and really tidied up that one critical system for them and they can settle now in a pretty package. Whereas at the moment, as I said, they're in their server, but all. They're all over the place and if, you know, if the team can't find the systems and they're not going to follow them, they're not going to use them and buyers are just going to keep happening. We also had our systems all over in one place and we like to practice what we preach. So we have created our own critical client flow for the Systemology business that we are creating and so we have that in System Hub as well. So it's all there, nice and neat. So it's something that we can show our clients as well, that, look, hey, we do practice what we preach. I would absolutely 100% recommend systemology if you're a systems gun like I am and love getting organized and really want to share it with your clients, potential clients. Our company name is Teach It Forward and that's what we want to do. We want to teach them through the Done for you program or the group coaching fast track program. And whether they continue staying on with us or we teach it forward to them and they go off and systemise their business. So I think it's super easy. The business owners don't have to be a part of it through the process, which I got feedback on this morning, was terrific from a handover meeting and it's fun, you know, you get to meet a lot of bunch of people from around the world through the cohort and you know, the. The team at Systemology, absolutely fantastic, really supportive and yeah, I wouldn't have wanted to do it any other way.
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