The Do-Over Button

As I reflect on our ten-year journey, I find myself thinking about the one thing I wish I’d known earlier. Honestly, there are dozens of lessons, but if I had to pick one — it would be the importance of accountability and infrastructure.

Like many businesses, we faced periods of growth followed by frustrating plateaus. It didn’t make sense at the time, but now I see the problem clearly: we were winging it with our infrastructure and accountability.

We hadn’t intentionally defined:

  • What roles were needed in our firm
  • What those roles required
  • Who was accountable to whom

Our team was flying blind, and we couldn’t figure out why things weren’t moving.

The solution? An Accountability Chart. We clearly defined key roles, responsibilities, and lines of accountability. We even mapped out who to go to if someone was stuck.

Once we established systemic accountability, things clicked. Growth became more manageable and less chaotic.

For me, establishing clear accountability is my personal Do-Over button. What’s yours?

Until next time,
Bill

FREE DOWNLOAD

Download your Free Financial Scorecard

Take the first step towards a more prosperous practice. This tool will help you evaluate and enhance various financial aspects of your business in just a few clicks.