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.
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.
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!
In this episode of the Systems Simplified podcast, Adi Klevit talks with Lewis Schiff, Chairman of the Board of Experts at Birthing of Giants, about how to become a brilliant leader and grow a strong business. Lewis discusses his strategies for scaling while avoiding burnout, the traits of a successful entrepreneur, and the importance of putting systems in place when building your business. Stay tuned!
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.
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.
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.
On this episode of the Systems Simplified podcast, Adi Klevit is joined by Mimi Banks, the Founder of MB Social, to talk about the importance of systemizing your social media marketing. Together, they discuss the connection between strategy and execution, the value of client onboarding checklists, and Mimi’s top social media advice and tools. Stay tuned.
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!
On this episode of the Systems Simplified Podcast, Adi Klevit has a conversation with the Founder and CEO of Virtual Cathy, Cathy Baillargeon, all about the benefits of virtual assistants. They discuss what virtual assistants can do for your business, effectively documenting processes and procedures, how processes can implement company culture, and much more. Stay tuned!
