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What Level is Your Design Business?

Myrna Everett

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Viewing 8 posts - 1 through 8 (of 8 total)
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  • in reply to: What’s on your mind, yogis? #23568
    myrna.everett
    Participant

    Hi ladies,

    Wow! That’s a lot happening, you are making me feel not so alone when I read your notes. I do everything but fabrication and installation myself, so no staff to worry about but it’s been an interesting year of experimenting with new workrooms and new installers. After many years of smooth sailing I’ve had to make a lot of changes in both areas which has been challenging but I’m trusting it will make me better and stronger and able to grow.

    Vessie, I made the switch to QBO a few years back and really hated it at first. It felt like a primary version of QB desk top to me at first, but I got used to it and can’t really remember what the problem was any more. I agree with Vita, you might want a 2nd opinion as most accountants like it and it does make it easier for them to help you through the year as well as at tax time. The only problem I had was with sales tax, it’s been years and I feel it just doesn’t work right and the help desk can’t seem to help me make it work correctly, so I literally figure it out on a form I created and then plug the findings into QBO before I pay the tax. I set up QB myself, so it probably is just a set up problem.

    Nikki, I’m so impressed with your investment with your accounting firm, and for jumping in with the CFO investment! I’m a big believer in knowing your numbers. Since we are all here to make a profit, it just makes sense to get that component figured out. I’m on a mission to find a new accounting firm who can take over my bookkeeping and sales tax. I love my CPA and he is great for year end taxes, but I don’t love their in-house bookkeeper so I’ve always done it myself. Would you be willing to sharing the contact info for the firm you work with? On another note….your staff! Wow, that is a lot to handle, can I just say I’m impressed with how cheerful and curious you always showed up to Vita’s classes with all of that going on!

    Olga, You must be doing something right if you have been turning down business since September! I used to think having too much business was a good problem to have, until THIS year happened! Now I just feel a bit naive, my really great systems only worked for as long as I didn’t need help, so now I’m scrambling to get everything set up in a way that I can hire at least virtual help to manage the projects and do my books. Good luck with all the changes you want to make, especially with a partner who is reluctant!

    Vita, I can’t even tell you how much your class has launched me forward into a place of finally understanding how to split up the work I do every day into “departments”. For some reason I could never see how to pass off just a part of each project, now I feel like I have a path to follow and I am so grateful!

    It looks like we all will be re-watching the videos over the Christmas break. I for one would love a zoom call to discuss what we have re-watched and problem solve and dig in a little deeper. I’ll be around between Christmas and New Year if anyone is interested in setting a date to chat.

    You are all such an inspiration – thank you! Merry Christmas!

    Myrna

    in reply to: Alumni list #23567
    myrna.everett
    Participant

    This is a great idea! I hope others will join:

    Myrna Everett
    myrna@homevogue.com
    http://www.homevogue.com

    in reply to: finances vs people #23111
    myrna.everett
    Participant

    I’d love Finance to be the next module!!

    in reply to: 1/2 way there – to getting your life back… #23076
    myrna.everett
    Participant

    Hi Vita,

    I agree with Jess, the idea of being able to copy and paste from an excel spreadsheets that does all the calculations is very appealing!

    I’m studying the presentation trying to map out how I want to create my templates but its incredibly blurry on the pages that contain your spreadsheets. Is there anyway to get copies of that portion that are more legible?

    Thank you,
    Myrna

    in reply to: PMS, anyone? #22964
    myrna.everett
    Participant

    Hi Lisa,

    I agree, it should be that simple right? I tried any number of variations on this (obviously except the CORRECT one LOL)

    Thanks,
    Myrna

    in reply to: PMS, anyone? #22960
    myrna.everett
    Participant

    Hi Vita,

    I’m so excited about Airtable, thank you for sharing your very well organized layout! I’ve been trying to use Clickup and it just doesn’t make sense to me, but Airtable’s spreadsheet approach seems logical and familiar.

    I’m working through setting up my current systems and processes into Airtable, roughly based on what you showed us on Thursday (I loved yours and wish I could just copy and paste it into my Airtable account!) It seems pretty intuitive and easy to use, however, I am stuck on a formula for taking the First name, last name and designer name so it looks like yours.

    “Smith, John – Design Firm X”

    I’ve used the “Arrayjoin” Function but no matter how I input the formula I can only get one of the names to populate in the first column but not all three. Are you able to share a screen shot of your formula? Maybe I am totally off track about which function to use to make that happen. I also tried following the examples in the formula playground, but I kept getting errors.

    Thanks for sharing all your hard work with us, it makes it easier to picture getting things set up so I can bring someone in to help me.

    Thank you,
    Myrna

    in reply to: Flow Chart Templates #22748
    myrna.everett
    Participant

    You would not believe how inspiring it was to see no CEO YELLOW anywhere, that is the biggest thing I took away from class and the flow charts. I’m nearly finished the Built to Sell book you recommended and it inspired me to create my own flowchart of how to get from where I am to where I want to be (no yellow!). Thank you for being so willing to share all of the hard work you put into creating this for your business.

    in reply to: Flow Chart Templates #22724
    myrna.everett
    Participant

    I agree with Lisa, I can’t wait to get a closer look at the templates and have been checking for them here ever since class ended!

    I wasn’t expecting to get so much out of class one for some reason, but seeing your flow charts was really useful as a foundation and overview for what’s to come. Also, in comparing them to my current process, and seeing gaps and new possibilities. Thank you Vita for such a powerful start to this course. I can’t wait for the next one!

    Thanks,
    Myrna

Viewing 8 posts - 1 through 8 (of 8 total)
What Level is Your Design Business?