Feeling like your business systems are duct-taped together? In this episode, Caitlynn and Seanna pull back the curtain on the five tools they actually use to stay organized, protect their time, and keep their coffee warm — literally. From shared inboxes and client portals to the apps that stop you from checking email at midnight, these are the real-life tools that keep their CPA firm running smoothly without burning out. BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER: The underrated tech t...
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Feeling like your business systems are duct-taped together? In this episode, Caitlynn and Seanna pull back the curtain on the five tools they actually use to stay organized, protect their time, and keep their coffee warm — literally. From shared inboxes and client portals to the apps that stop you from checking email at midnight, these are the real-life tools that keep their CPA firm running smoothly without burning out. BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER: The underrated tech t...
How We Planned Our Year Using EOS (and What You Can Steal From It)
Unfiltered Profit
24 minutes
2 weeks ago
How We Planned Our Year Using EOS (and What You Can Steal From It)
Are you overcomplicating your business planning process? Most small business owners start the year with big goals—but no clear roadmap to actually achieve them. Annual planning can feel overwhelming, especially when popular systems like EOS seem built for Fortune 500 companies instead of your lean, service-based business. In this solo episode, Seanna pulls back the curtain on how she and Caitlynn simplified EOS to create an annual planning rhythm that actually works for their team, their life...
Unfiltered Profit
Feeling like your business systems are duct-taped together? In this episode, Caitlynn and Seanna pull back the curtain on the five tools they actually use to stay organized, protect their time, and keep their coffee warm — literally. From shared inboxes and client portals to the apps that stop you from checking email at midnight, these are the real-life tools that keep their CPA firm running smoothly without burning out. BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER: The underrated tech t...
