The Strategic Bookkeeper - EP108 - How to Build SOPs Without Overcomplicating Things

If you’ve ever thought, “I need better systems” — or you’re gearing up to hire your first team member — this one’s for you.

In this episode, I'm diving deep into Standard Operating Procedures (SOPs)—and how they can transform your practice from overwhelmed and reactive to calm, consistent, and scalable.

💡 You'll learn:

✔️ Why “promises kept” is the real reason to systemize

✔️ When to start building SOPs (hint: sooner than you think)

✔️ The simple docs + checklists that helped one bookkeeper scale from solo to team

✔️ How SOPs aren’t just for the back end — they’re for marketing, sales + client delight too

Plus, I’m sharing a behind-the-scenes moment where I almost lost a dream client 😳 (and what it taught me about communication + standards).

🎙️ Tune in now and walk away with a fresh, strategic take on the systems that make your business hum.