We worked with our client to implement her operations improvement objectives over a period of six months, helping her address challenges head-on. One of the things that took a lot of energy out of our client was the relentless hours she worked. She wasn’t nearly as productive as she could be, making her firm much less profitable. We helped our client develop a schedule and monitored her success.  We identified three sets of tasks at her firm: things only she could do, things only a qualified bookkeeper could do, and things only an administrator could do. The idea was to take away some of the work that could fall into the hands of her staff.  Our client was a heavy networker and her online assets could be leveraged to bring her new business. We asked her to get her information into a CRM (Customer Relationship Management) system to keep track of all those who she had contact with. This allowed her to score the likelihood of doing business with them and manage all communications between her office and the customer.  We also identified which products would be most profitable, which clients had the most potential and how to get the right products into their hands that would meet their needs while ensuring the company’s profitability.