How to Get Processes Out of Your Head and Into Your Team
A live masterclass for bookkeeping firm owners and operators who want to move processes out of their heads, empower their team, and finally step into the CEO role.
With Jenna Lee Dillon
CEO, Gutsy Money
Are You Stuck in the “Manual Middle”?
Many firm owners find themselves acting as the human bridge between their team, their clients, and their tools.
Your day fills up with things like:
Instead of leading your firm, you become the system and your limits become the bottlenecks.
Nothing moves forward without you.
Jenna Lee Dillon
Co-Founder, Gutsy Money
Jenna Lee helps bookkeeping firm owners build scalable operations so they can grow their firms without getting stuck in day-to-day work. Through her work at Gutsy Money, she teaches firm owners how to document processes, empower their teams, and create systems that support long-term growth.
The Solution Isn’t Working Harder — It’s Moving Knowledge Out of Your Head
In this masterclass, Jenna Lee Dillon will share how to take the operational knowledge that currently lives in your head and turn it into clear, documented processes your team can follow confidently.
You’ll learn how to capture workflows, document them effectively, and hand them off in a way that actually works—so your team can operate with clarity and you can focus on leading your firm.
What You’ll Learn in This Masterclass
Identify Which Processes Need to Leave Your Head
Learn how to spot the decisions, workflows, and “invisible knowledge” that currently rely on you—and keep your team from moving forward independently.
Capture Processes Without Spending Weeks Documenting
See Jenna’s practical workflow for documenting processes: record your screen while narrating the task, turn the transcript into an SOP using AI, and create both video and written documentation your team can follow.
Build SOPs That Actually Work
Learn how to stress-test your documentation so it doesn’t rely on hidden assumptions or knowledge only you have.
Delegate Without Micromanaging
Understand the mindset shifts that make delegation possible so you can trust your team, stop being the bottleneck, and step fully into the CEO role.
