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The Power of Planning – How a Simple Calendar Hack Can Transform Your Year

I know we’re already a few weeks into the new calendar year, but I was reminded again recently of just how powerful planning things in advance can be.

I was chatting with Roze, our marketing manager about how helpful it is to have all our webinars planned out well in advance – literally three or four months ahead – with the topic, the copy, and even the emails ready to go. It just makes everything so much smoother.

That conversation got me thinking about my own approach to planning – not just for business but for family life too. Over the holidays, I had this urge to map out our entire year as a family. Now, growing up, my dad used to plan out his catering business on a big Sasco wall planner, and I thought, “That’s exactly what I need.” So I told Stevie, my wife, “I reckon we need to go to Officeworks and grab one of those big planners.”

She had a different idea. “Why don’t you do it online?” she suggested.

Now, I love technology. I love the assistance it gives us. But I’ve never really liked how Outlook or Gmail lay out your calendar – it just doesn’t give me that proper visual representation of the year ahead. But Stevie’s suggestion made me have a look around at what’s out there.

And I found one.

The best part? It’s free. And it’s literally like having a Sasco wall planner online.

Introducing TeamUp – My New Favourite Calendar App 
https://www.teamup.com/

Let me break it down. TeamUp lets you see all 12 months at a glance, and you can create multiple layers to organise different parts of your life.

First thing I did? Book in holidays.

Last year, we didn’t take enough. We had baby Vera – our fourth child – and it was a bit of a hard slog. This year, I wanted to make sure we had regular breaks. They don’t need to be massive, but just enough to reset.

To do that, I needed to know when my daughter’s school holidays were. I grabbed the school calendar, marked out all the term breaks, pupil-free days, and long weekends, then layered in our family holidays. The goal? To take a break every month or at least every second month, and spread them out so they don’t clash with peak times in the business – like tax planning or end of financial year madness.

Then I added in the important family stuff – birthdays, anniversaries, and some fun trips like a camping trip with my two older kids.

Next, I planned out key business milestones.

Every month, we have a Partners Forum where Riz, Sakshi, and I catch up. We also have our Thinking & Thanking Day – our team’s quarterly retreat. Then there are my key delivery dates for High Performance Accountants. Everything went into the planner.

What’s great about this tool is that you can toggle different layers on and off. So when I’m booking venues or holiday spots, I can easily see which times of the year are better – whether it’s heading down the coast in summer or going up north in winter.

Why You Should Plan Your Year Now

If you haven’t mapped out your year yet – do it now. We’re already in February, so the sooner you get things locked in, the better.

Having your year planned means you’re not constantly scrambling. You’ve already booked in the important things – holidays, key business dates, webinars – so all you have to do is take the steps.

The year will flow so much more smoothly because you’ve done the work upfront.

So if you’re looking for a simple but powerful way to stay on top of everything, check out TeamUp. It’s been an absolute game-changer for me.

Hope that helps – and happy planning!

I’ve shared my top tips and gear recommendations to level up your online meeting game—better audio, sharper video, and stronger connections.

My recommended equipment:

Weve just found an incredible tool thats completely streamlined how we create SOPs (Standard Operating Procedures).

Using AI, it transforms Loom videos into ready-to-go SOPs in seconds!

Weve used it to build playbooks for roles across the team, and its been a huge time-saver as we onboard new team members.

Streamline Your Client Meetings And Strategy Calls With Calendly - Banner

Managing your client meetings and strategy calls can be a juggling act. Coordinating schedules, sending emails back and forth, and playing phone tag can be time-consuming and frustrating.

Calendly simplifies scheduling. It sets your availability and syncs with your calendar to ensure you’re never double-booked. 👍

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B1G1 is a global giving initiative by Paul Dunn. There’s a way in ignition that allows us to incorporate various actions into our business operations.

For example, when a client accepts a proposal through Ignition, we can use Zapier to connect and integrate different giving impacts. We have decided that each time an Ignition proposal is accepted, we contribute a day’s worth of access to education, shelter, and a school meal for a child in need in Kenya. The cost for this impactful  is just 0.95 USD.

The best part is that the automation takes care of all the calculations and tallying for us, thanks to the Zapier integration.  It’s a cool addition to our giving process, making it effortless and meaningful at the same time.

Join our community and discover effective ways to build a thriving, enjoyable, and efficient accounting firm. 

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Having the best in class technology and an integrated tech stack is KEY when it comes to running a high performing accounting firm. 

 

This includes using cloud only software as well as cutting edge computers and audio visuals.

Inspire’s Tech Stack

Inspire has tried and tested different software throughout the growth of the firm. What worked at the start, doesn’t necessarily get us to the next level. We’ve combined a list of the app or tech stack we currently use with a philosophy of ‘best in class’ when it comes to what we select. Take a look and see if there’s some apps that may benefit your firm.

For more tips and trick around creating a High Performance Firm, follow us on our socials: 

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Play Video about Tech Struggles We Experienced At Inspire Thumbnail

Ben Walker, Founder of Inspire Accountants and High-Performance Accountants share his tech struggles during the early days at Inspire. Here’s what he said:-

Inspire 1.0

The problem I had was using entry-level computers that we don’t update. Maybe we’re using the free or the light version of the software and you’re your own IT girl, or you don’t have the cash to invest in awesome equipment. These are the things I struggled with then. 

Inspire 2.0

Your team complained about their computers. But I see a lot of firms in this revenue range using all-in-one software packages like HandiSoft or MYOB. They do everything in your practice, maybe not everything, but most things in your practice but each thing potentially poorly. 

You have a server on-site, and you sign up with software that’s appropriate for maybe your current size, instead of the business you’re growing into using software that first came out 20 or more years ago. So, I think there’s just such good and efficient software now that we need to be using best-in-class software. 

Inspire 3.0 

Audio and video quality on Zoom and client meetings are poor. We had limited thought put into them. This is an awareness thing. That’s the reason why I’ve got a pretty crazy mic setup and headphones. I’ve got a 4K camera for my webcam. These are distinguished things I’ve made to give that online experience as best as I can with the equipment I can get access to, but also for our team who sit in client meetings every day.

And the other tricky thing was we don’t have scalable software such as enterprise-level CRMs or workflow managers.

If you want to discover your firm’s performance score and identify opportunities of low-hanging fruit to increase your firm’s profit, value and overall enjoyment as the owner of the accounting firm. Take the high-performance accountants scorecard

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Play Video about eSigning Tools For Account Landscapeants

There’s a few eSigning tools for accountants. We’ve been using eSigning since the very early days of Inspire. In 2013, we used DocuSign, which at the time was the gold standard and one of the first online signing providers.  About 4 or 5 years ago, we started to lose the love for DocuSign. They kept hitting us with quite extreme price rises from 60%, 70% to 80% increases per year so we had a suss with another couple of providers. 

Preferred eSigning Tools For Accountants

We are now using two eSigning providers: 

  1. Xero Sign – which is inbuilt with Xero. We send our clients’ BASs through that. It’s  a simple way to send it out and get them signed
  2. Annature – For document packs like tax returns and financial statements for a group, we’re using a software provider called Annature and have been using it for the last six months. The feedback from the team has been pretty good and similarly with clients as well. It’s a great user-friendly option. 
eSigning tools for accountants

Tech Stack Guide

Check out Inspire’s Tech Stack Guide. Inspire has tried and tested different software throughout the growth of the firm. What worked at the start, doesn’t necessarily get us to the next level. We’ve combined a list of the app or tech stack we currently use with a philosophy of ‘best in class’ when it comes to what we select. Take a look and see if there’s some apps that may benefit your firm

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