Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

Biggest tip for getting started with your systems and processes

27 Feb 2024 · 1 min

Watch on YouTube

0:43

Solo founders need systems to scale. Start by recording yourself doing month-end close with Loom, raw and unpolished. A future assistant can turn it into formal procedures later.

Chapters

Our biggest tip, especially for people that we're working with who are solo, we are buried. I need the system. This is not a want. This is a, I have to, even if I'm being dragged by my teeth right now. Yeah. One of the things that we start with is like, during your month-end close, document the pieces. Just turn on Loom. You don't have to do anything fancy. You don't have to get fancy. You don't even have to be on camera, but just have it on as you're doing your daily tasks. And then We or your assistant or your team down the line or anybody can help you document that process. Yeah. Oh man. I'm getting chills. I know. I'm like, I'm holding my breath listening to this going, oh my God. Okay.