Resources
Freebies Download
Year-End Accounting Guide
1099 Guide
Understanding Financial Reports
The Financial Playbook for State Farm Agency Leaders
The Resilience Scorecard
Podcast Resources
By Episode
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Connect with Sheri on LinkedIn
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Episode Guide — Operational Blind Spots That Cost You Growth
Connect with Sheri on LinkedIn
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Connect with Sheri on LinkedIn
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Mirror Test Questions - To review the questions discussed in this podcast episode click the link below:
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Scribe — For auto-generating step-by-step screenshots for SOPs.
Loom — For recording processes and creating visual walkthroughs.
ChatGPT — For turning transcripts and notes into documented workflows and SOPs.
Hit-by-the-Bus Plan — Sheri’s internal framework for operational contingencies and emergency decision-making.
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AI Tools (ChatGPT) — Sheri’s example of using AI to streamline brainstorming and content development.
The 12-Week Year — A book that aligns closely with accounting rhythms and helps break down big goals into manageable cycles.
Hit-By-The-Bus Plan — Sheri’s internal framework for contingency planning and operational resilience.
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QuickBooks Online — Use QBO to pull your key reports (Profit & Loss, Balance Sheet, Cash Flow) each quarter and keep your business aligned with your financial story.
R Accounting Group Resource Page— Download our free 1099 Readiness Guide and other small business tools.
Blog: The Readiness Lens — Building a Business That’s Ready for What’s Next