Leveraging People, Processes and Technology with Jason Staats

2021-05-25

You can't step away and do something else if everything's going to come to a screeching halt when you do. To be prepared for maintenance mode, you have to figure out how to get the behind-the-scenes systems to operate, consistently, without you.In order to get your business into maintenance mode–and build a stronger business while you're at it–you have to answer the question, "What if I'm not here?"Ideally, the answer is that nothing changes. Invoices still get sent on time, your products and services still get delivered, and the wheels on ...

You can't step away and do something else if everything's going to come to a screeching halt when you do.

To be prepared for maintenance mode, you have to figure out how to get the behind-the-scenes systems to operate, consistently, without you.

In order to get your business into maintenance mode–and build a stronger business while you're at it–you have to answer the question, "What if I'm not here?"

Ideally, the answer is that nothing changes. Invoices still get sent on time, your products and services still get delivered, and the wheels on the bus keep going round and round. That's the goal of maintenance mode, to me.

There are some tasks that really don't lend themselves to having a computer do it. But MOST back-end administration of a business can be automated.

And for me, automating that back-end tasks means my business won't break if I'm not here for a bit.

The other payoff is that even if I AM working in my business, I have time to do other, more interesting things. I could even start another project like my friend Jason did.

Jason Staats is a CPA in Salem Oregon. He's principal at Brenner LLP by day, and an accounting tech enthusiast by night. In addition to his CPA firm, he has also started Launch for Accountants, which is a newsletter and website with all the latest software launches. He's built Realize, a community for accountants and he is launching a software product.

All those projects he's started and continues to run? He used technology to make that work and keep them all running, even if he's not IN that business all the time.

Listen to the full episode to hear:

Why creating a single space to gather opportunities and priorities across projects fights overwhelm
How knowing what his “anti-goals” help Jason choose which projects to pursue
How considering new projects in terms of skills development keeps distraction and shiny object syndrome in check
How getting to maintenance mode lets you choose to pursue side projects and shiny objects

Learn more about Jason Staats: