Accounting for Visionaries: Numbers Don’t Have to Suck

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Sharing the business’ vision throughout the team is essential to success; but, sometimes that information is difficult to convey or the receiving party has a hard time understanding it. 

As the integrator, your job is to turn the dreams of your visionary into reality.

Sometimes though, that requires your visionary to fully understand your accounting.

And, let’s face it, most visionaries are more likely to dive into a pool of starving piranhas than into the books. 

So, what do you do?

Shannon Johnston, Integrator at Shift Financial Insights, discusses where she has figured out the secrets to making accounting not suck for entrepreneurs.

What was discussed.

  • How to break down the numbers for entrepreneurs
  • How an integrator and visionary compliment one another
  • How to align vision across the organization

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How to break down the numbers for entrepreneurs

As a visionary’s focus is around building the vision for the business, it is easy to see why they could have a distaste for accounting. 

Despite the aversion, accounting is necessary to the success of the business. So how can an integrator deliver this information to the visionary successfully? By breaking down the information and separating it into bite-sized components, it makes the accounting easier to digest.

How an integrator and visionary compliment one another

The differences between the integrator and visionary can vary greatly; but it’s how the two roles come together to push the goal of the business forward that highlights how important the relationship is to the success of the business. 

The biggest way the two compliment each other is their shared understanding of the vision—The visionary enjoys creating the vision while the integrator enjoys implementing it. 

How to align vision across the organization

While most departments within a business will have an idea of the visionary’s vision, there is always room for misalignment. Educating those departments on the specifics of the vision and partnering closer with the visionary can help bring the entire team on board. 

To educate the team, the EOS model should be used:

  1. Set goals for the team
  2. Choose which tools will most effectively move the needle for the business 
  3. Be comfortable with the uncomfortable 
  4. Challenge each other to be accountable

The EOS model is a powerful tool to drive alignment in the business; remember to take it one step at a time for the best chance of success. 

To continue the conversation with Shannon, reach out at 

Bill Reed

COO at Sweet Fish

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