Let’s back up to why I need to thank Jason Blumer. During Sage Summit I had the privilege to sit in on Jason Blumer’s session ” Facing Your Fears”. We got to go through a process of evaluating what we didn’t like to do, clients we didn’t like to work with, and services we didn’t like to provide in our practice. Then we went through writing out the steps for three things we would change when we got home. The timeline was 24 hours, one month, and six months.
I wrote within 24 hours of returning home I would terminate a service agreement with one of my clients that I have been reluctant to lose. The client was terminated once I settled back in from Summit.
After one month, I was letting all of my tax clients go . I’ll be honest, this one made me want to throw up. It was a huge portion of my revenue, and I loved some my clients, but I hated aspects of the work. During tax season, I felt that my bookkeeping clients took a back seat, and I couldn’t provide them the standard of service I wanted. I also wanted to have time to do the things I loved. So within one month, we mailed out letters letting our tax clients go, and referring them to someone new. When the letters walked out the door for the mail, I am sure I had a few puke burps, but soon after I was doing the happy dance. I can’t wait to see the effects of this decision at tax time.
Six months, I wanted to be working towards offering bookkeeping sessions throughout Northern British Columbia, and continue to develop my role as a Regional Developer of Institute of Professional Bookkeepers of Canada. These I am continuing to work towards, and I will reach these goals.
Facing my Fears of changing the trajectory of my business was a little scary, because worse case scenario, I just lost huge revenue, and clients, and I might have to start selling Tupperware to make payroll. In the end, it made room for some new incredible opportunities, and my revenue has increased because my bookkeeping clients see the value of having a devoted bookkeeper.
So thank you Jason Blumer for providing valuable insight into finding where you are, throwing caution into the wind, and going to where you WANT to be.