Author Archives for Adi Klevit

Josh Alballero

How Technology is Simplifying Tax Preparation and Accounting with Josh Alballero

August 20, 2021 5:00 am Published by Comments Off on How Technology is Simplifying Tax Preparation and Accounting with Josh Alballero

On this episode of the Systems Simplified podcast, Adi Klevit talks with the Co-founder and CEO of ioogo, Josh Alballero, about how to transform your tax preparation using technology. Josh discusses the importance of knowing your financials, how his software can improve tax strategy, his tips for simplifying the accounting process, and much more.


Jody Gruden

How to Successfully Manage a Remote Team Using the TTP Model with Jody Grunden

August 18, 2021 5:00 am Published by Comments Off on How to Successfully Manage a Remote Team Using the TTP Model with Jody Grunden

On this episode of the Systems Simplified podcast, Adi Klevit talks with the Co-founder and CEO of Summit CPA Group, Jody Grunden, about the importance of systems and processes when working remotely. They discuss the benefits of remote work, the intersection between team, technology, and processes, and the key to maintaining company culture and collaboration with a virtual team.


David Cristello

The Importance of Workflow Software in Any Industry with David Cristello

August 13, 2021 5:00 am Published by Comments Off on The Importance of Workflow Software in Any Industry with David Cristello

On this episode of the Systems Simplified podcast, Adi Klevit talks with the Founder and CEO of Jetpack Workflow, David Cristello, about the importance of workflow applications. They discuss why David created his workflow software for accountants, what you should look for in task management software, and the importance of using the right application for your business. You won’t want to miss this jam-packed episode!


Sunny Sassaman

Developing Alternative Dispute Resolution Systems in the Workplace with Sunny Sassaman

August 6, 2021 5:00 am Published by Comments Off on Developing Alternative Dispute Resolution Systems in the Workplace with Sunny Sassaman

On this episode of the Systems Simplified podcast, Adi Klevit is joined by Sunny Sassaman, the Founder of ADR Group NW, to talk about developing a good dispute resolution system in organizations. Sunny differentiates between a toxic and non-toxic work environment, discusses the importance of getting an outside mediator, and shares examples of conflicts she has helped resolve. Stay tuned.


Ashley Micciche

Step-by-Step Exit Strategies for Business Owners with Ashley Micciche

August 4, 2021 5:00 am Published by Comments Off on Step-by-Step Exit Strategies for Business Owners with Ashley Micciche

On this episode of the Systems Simplified podcast, Adi Klevit is joined by Ashley Micciche, the CEO of True North Retirement Advisors, to discuss Ashley's step-by-step exit strategy for business owners who are looking to retire with financial security. Together, they talk about how to find a business successor, Ashley’s tips for establishing an exit date, and the benefits of financial planning before making an exit. Stay tuned.


Adi Klevit

How to Save Your Team Time and Run a Well Oiled Machine — The Core Processes to Document for Any Company

July 30, 2021 5:00 am Published by Comments Off on How to Save Your Team Time and Run a Well Oiled Machine — The Core Processes to Document for Any Company

On this episode of the Systems Simplified podcast, Adi Klevit, the Founder and CEO of Business Success Consulting Group, is interviewed by Dr. Jeremy Weisz, the Co-founder of Rise25, about the core processes that every business should document. Adi shares her step-by-step guide for effectively documenting systems and explains how to use flow charts in the documentation process. Stay tuned.


Alice Tang

Improving Your Professional Relationships by Paying it Forward with Alice Tang

July 23, 2021 5:00 am Published by Comments Off on Improving Your Professional Relationships by Paying it Forward with Alice Tang

On this episode of the Systems Simplified Podcast, Adi Klevit has a conversation with Partner and Vice President at BPG Wealth Management, Alice Tang, about improving your relationships while maintaining success. They discuss how to pay it forward, why you should have a center of influence, why networking is like a system, and much more. You won’t want to miss this inspiring episode!


Ross Seligman

How Systems Promote Steady Growth in Real Estate with Ross Seligman

July 16, 2021 5:00 am Published by Comments Off on How Systems Promote Steady Growth in Real Estate with Ross Seligman

On this episode of the Systems Simplified podcast, Adi Klevit talks with Ross Seligman, the Co-founder of Sphere and Principal Real Estate Broker at Living Room Realty. Together, they discuss what inspired Ross to create a system for the real estate industry, the productivity patterns that emerge in successful agents, and how systems promote growth and success. Stay tuned!


Ben Childs

Improving Company Culture Through Systems and Processes with Ben Childs

July 9, 2021 5:00 am Published by Comments Off on Improving Company Culture Through Systems and Processes with Ben Childs

On this episode of the Systems Simplified podcast, Adi Klevit talks with the Founder and President of Digital Reach Agency, Ben Childs. Together, they discuss how processes impact company culture, why systems are crucial for remote teams, the best strategies for navigating between software, and much more. Stay tuned!


Keith Callaway

Sparking Change in Your Industry with Keith Callaway Sr.

July 2, 2021 5:00 am Published by Comments Off on Sparking Change in Your Industry with Keith Callaway Sr.

On this episode of the Systems Simplified podcast, Keith Callaway Sr., the President and Founder of K&L Industries, joins Adi Klevit to discuss his tips for growing your business and sparking change in your industry. Keith explains how he is paving the way in the asphalt space through the use of social media, engaging videos, and effective internal systems. Stay tuned!