Reflecting on 2021: Eliminate Chaos From Your Bookkeeping & More

by | Dec 15, 2021 | Process, Workflow | 0 comments

Soon we’ll see the articles and TV specials wrapping up the highs and lows of 2021. We’ll be reminded of Bernie and his mittens, the Olympics in Tokyo, and vaccination debates. #FreeBritney, a booming real estate market, and an attempted coup at the White House. No doubt about it, this year was a lot.

What was 2021 like for you? Did it feel more like a year of recovery and gains, or continuing to struggle and regain your footing? I stumbled across these reflection questions and thought they were worth answering. I hope my answers are inspiring and thought provoking for you.

What advice have I given several times this year?

Eliminate chaos from your bookkeeping! Be a good steward of your company by keeping accurate records and knowing where every dollar is going. When you have chaos, you have the potential for loss of profit. You could have clients who haven’t paid you yet, or you might be incurring late fees on your own bills, but you won’t know either of these things if your books are disorganized. Give yourself the gift of order!

What did I learn about my own business that might be helpful for yours?

Be committed to people but flexible with process. This might sound surprising coming from someone who preaches systemizing your bookkeeping, but the last two years have really shown me how important agility is. The pandemic was brutal to many clients’ bottom lines in 2020, and 2021 was also challenging thanks to hiring and supply chain issues. I learned to be more agile and do things differently in order to serve my customers well.

What will I leave behind in 2021?

Negativity. There is enough negativity happening around me in the world – I don’t need to contribute to it. Every encounter we have with another person either leaves us uplifted or discouraged, and I’m committing to being an uplifter in 2022. I will seek to improve the temperature of every room I enter, and I will assume the best from people.

What will I carry forward into 2022 and beyond?

Adventure. I don’t want to miss any opportunities because I’m scared. I don’t want to say no to things that might intimidate me. I want to live life to the fullest and embrace it all. I am committed to growing and saying “yes” more in 2022.

How would you answer these questions if I posed them to you over a cup of coffee? Think about it, and then choose to glean from your answers and live intentionally in 2022! I’d love to hear your thoughts. Schedule a call with me today.

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Lori Peterson

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Lori Petersen

Lori Petersen has seen the frustration and loss that business owners experience when they don’t have command of their finances. Growing up, she watched her father work incredibly hard as a contractor. He’d come home late, eat the dinner kept warm in the oven, and do it all over again the next day. But it all came crashing down when he had to close the business and Lori’s family applied for food stamps. The business had failed and all of his hard work was for nothing. 

Today, Lori views every one of her clients as an opportunity to make this right. She firmly believes no one should work as hard as her dad did and not have a profitable business. No family should suffer because business finances were poorly managed. 

Lori has helped hundreds of business owners make sense of their finances, implement proven money management systems and create unimagined profitability for their business. She ensures they experience the return they deserve for their hard labor.

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