Hey Reader,

"If you want something done right, do it yourself."

We've all heard that saying. And you know what? It's completely wrong.

The only way you're going to scale your firm (and actually enjoy running it) is by constantly delegating work that either:

1. You don't want to be doing
2. Doesn't directly bring in money

But here's the hard truth I had to learn: you can't just snap your fingers and delegate your work to someone else. Poor delegation leads to confusion and poor quality work. And when that work goes to a client? That's when things really get messy.

Watch the Full Tutorial on How To Delegate

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Let me share something that most people won't tell you about delegation: it will take you MORE time at first than doing it yourself.

Think about it. Instead of just doing client invoicing yourself, you now need to:

But here's the key insight that changed everything for me: You're not delegating to get rid of a one-time task. You're investing time now to get repetitive tasks off your plate forever.

Every time I do something now, I ask myself: "How can I never have to do this task again?"

The answer? Proper delegation. But don't make the mistake I initially did of just having a quick meeting to explain what needs to be done. What happens when that person leaves? Or gets promoted? Or needs to train someone else?

Here's my exact delegation framework that solved this problem:

First, I create detailed instructions that can be shared anytime.

My favorite tool is Loom - I record my screen while explaining the task, then share the link in a Google Doc or Notion page with additional notes. Now anyone can follow these instructions without needing a live meeting.

Next, I use a task management system (we use Asana) to assign tasks with:

• Clear due dates
• Subtasks
• Relevant resources
• Recurring schedules when needed

This gives me visibility into not just what my team is working on, but where they are in terms of completion. We integrate it with Slack to keep all communications in one place.

But here's the most important part - something I learned during my Big 4 days: when reviewing delegated work, never fix it yourself.

Let me repeat that: DO NOT FIX THE WORK YOURSELF.

Instead, provide clear feedback and have them make the adjustments. Why? Because they need to build that muscle. The best way to learn is by putting in the reps. Every time they fix their own work, they're less likely to make the same mistake again.

Eventually, as your firm grows, you'll have multiple levels of approval. But the principle stays the same - each person needs to own their work and its quality.

I'll be honest - this approach takes more time upfront. But it's an investment that pays off enormously.

My firm now handles dozens of clients with consistent, high-quality work, and I actually get to focus on the parts of the business I enjoy.

In our final lesson tomorrow, I'll show you how to put everything we've learned together into a scalable system. But for now, I want you to do something:

Pick one task you do regularly. Create a Loom video explaining how to do it, even if you don't have someone to delegate to yet. This exercise alone will show you how much of your knowledge is stuck in your head.

Talk soon,

Josh
Your CFO Guy

P.S. - The hardest part of delegation isn't the process - it's learning to let go. Trust me, your team might do things differently than you would, but different doesn't mean wrong.

Josh (Your CFO Guy) ​Fractional CFO for Startups | Founder & CEO at Mighty Digits NEW YORK United States of America ​ This email is part of a special series dedicated to the launch of my newest course. To unsubscribe from all emails related to this series, click here. ​Looking to change the frequency of emails, or unsubscribe? ​​Click here to manage your preferences​ ​​Unsubscribe me from everything​

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