Fixing the Follow-Up Problem | Doniel Lovely, Refund Tax Solutions

Want an operations manager running this in your business? Visit edgeoperationsmanagers.com https://edgeoperationsmanagers.com Doniel Lovely is a tax professional in Atlanta, Georgia and the owner of Refund Tax Solutions, a mostly remote tax and bookkeeping firm that helps small business owners with entity structure, funding readiness and tax strategy. He tells Clément how he went from IT to taxes, why follow-ups and communication are his biggest constraint, and how SOPs, simpler automations and a 7:30 AM daily huddle with his operations manager keep the team on track. They also cover net operating profit, using AI for research and planning, delegation and why every owner should find a mentor. Chapters 00:00 Intro: Doniel Lovely, tax professional in Atlanta 01:42 From IT to taxes: how he started and scaled 05:20 Going fully remote after the pandemic 15:46 The core problem: follow-ups and communication 18:52 Fixing it with SOPs and simpler automations 24:16 Meeting rhythm: the 7:30 AM daily huddle 28:39 How they use AI for research and planning 35:54 Advice: find a mentor and delegate Refund Tax Solutions: https://refundtaxsolutions.com Business Operations is hosted by Cole Kline of Edge Operations Managers. We give home service owners a full-time operations manager and the system to run their operations.