Michael Wark & Anfernee Chansamooth provide a year-end review, with details on their top 3 projects including the lessons and challenges they learned and how the COVID-19 lockdown impacted their productivity. They also give us a glimpse of what they’re preparing for the first quarter of 2022.
Discussion Points:
[1:06] Michael’s first project – Refining his craft of coaching vCFO clients
[7:25] Anf’s first project – The E commerce playbook
[11:05] Publishing the Excel guide
[11:57Anf’s first project: lessons
[12:45] Michael’s second project – Taking on 12 new bookkeeping clients
[13:25] Bean Ninjas Money Mindset
[18:07] Anf’s second project – BNA communications tools migration
[20:08] Challenges on using new tools and systems
[24:03] Michael’s third project – Rebranding the Bean Ninjas Money Mindset
[31:24] Anf’s third project – Improving team morale and employee engagement
[42:05] COVID-19 and it’s impact to Michael and Anf’s mental health and productivity
[45:33] Michael’s 3 big goals for Q1 of 2022
[47:30] Anf’s 3 big goals for Q1 of 2022
References and Links Mentioned:
- eCommerce accounting guide – https://beanninjas.com/ecommerce-accounting-guide/
- Guide to Cashflow forecasting
- Helpscout – https://www.helpscout.com/
- Slack – https://slack.com
- Fresh Method – IT support company
- Delighted – tool for employee NPS
- Languishing Adam Grant TED TALK : https://youtu.be/a3zPgyvCiJI
- Michael Wark Linkedin – https://www.linkedin.com/in/michael-wark-18627628/
- Done-for-you case study service
- Anf’s book about case studies
- Fishburners coworking space
