Billie Anne Grigg: What Makes An Extraordinary Profit First Professional

Show Summary

Billie Anne has worked with Profit First Professionals who’ve had extraordinary success and with the ones who struggled. Thinking outside of the box and thinking forward as to thinking about what’s in the past really makes a big difference in people being successful in transitioning.

In this episode, Billie Anne shares how to start thinking outside of the box by having empathy at the start of the entire process. According to her, you have to understand that your client is not an accountant or a bookkeeper, and you have to put yourself in their shoes.

Members or people, in general, can get the most out of whether they join something like Profit First and they’re working with a coach or a new system by committing themselves. It is one of the best practices for people to get the most out of whatever they do. You have to commit participation and commit membership, which means working on your business as suppose to in your business. Billie Anne stresses that you need to have time to work on your business. Make that commitment to yourself and your business to advance yourself by making the most of whatever it is that you’ve invested in.

The first step she does is TIME BLOCKING or TIME BUDGETING. Block the time on your calendar to do the necessary things in your business, and don’t let other things take over that time block. In Profit First Professionals, we have this POWER HOUR which you can also use wherein, just for that hour, whatever initiative you’re going to be working on to move the business furthest, that’s all you can do during that power hour. SCHEDULE IT!

More tips and knowledge from this episode’s guest awaits. Listen now!

Billie Anne Grigg has been a bookkeeper since before the turn of the century (this one, despite what her children think). She is a QuickBooks Online ProAdvisor, LivePlan Expert Advisor, and a Mastery Level Certified Profit First Professional. She is also a guide (coach) for the Profit First Professionals organization. Billie Anne started Pocket Protector Bookkeeping in 2012 to provide an excellent virtual bookkeeping and managerial accounting solution for small businesses that cannot yet justify employing a full-time, in-house bookkeeping staff.


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