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Transforming Leadership and Empowering a Team (After 9 Years of Leading Solo) 

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Industry

Financial Services

Challenge

The business was experiencing growth but faced issues like too many priorities, misaligned leadership, unclear ownership of responsibilities, and ineffective meetings.

Results

By implementing the System & Soul™ framework, the business achieved increased clarity and ownership across the leadership team, improved meeting efficiency, better decision-making, progress on strategic goals, and a healthier culture.

Doing this exercise really brought everything together. Now my staff has a good idea of what I, as a CEO, am thinking for the organization and where I want to take the company.

Jayanthi Ganapathy

CEO, Finaccurate

We now have a weekly sync on the calendar, and a leadership team that gets on a weekly call. Everyone has an action, and we’ve put a structure in place.

Jayanthi Ganapathy

CEO, Finaccurate

1521245469290

About Finaccurate

FinAccurate’s vision is to be a world-class organization providing full-service, outsourced accounting and bookkeeping services, tax advisory services and business consulting services to SMBs.

How Finaccurate’s CEO, Jayanthi Ganapathy, turned a scattered fully-remote team into a focused leadership engine—sharing the strategy, installing a weekly cadence, delegating with confidence, and doubling down on one growth lever with System & Soul.


The Challenge

For years, CEO Jayanthi Ganapathy carried most of the company’s strategy on her shoulders. She had big growth plans stored in spreadsheets that no one else had ever seen.

Her team was talented but spread across India, El Salvador, Canada, and the U.S., which made her wonder if it was even possible to build a strong, totally aligned culture remotely. 

“I thought maybe I wasn’t even a candidate for this kind of framework. My team was so remote and I had so much on my plate.”

The company was on a growth trajectory but was bogged down. They had too many priorities, leading to a lack of focus. Leadership was misaligned and roles were unclear, causing confusion and inefficiency. Meetings were frequent but ineffective, and the team struggled with decision-making and execution. Jay knew she needed more structure and a better way to work, but she was wary of implementing a rigid system that could stifle the culture she'd spent years of her life building.

The Solution

Working with a their System & Soul™ Coach, Jon Chen, helped Jayanthi and her team turn things around quickly.

Here’s what changed:

  • Shared vision: Jayanthi finally brought her growth strategy out of her head (and off her private spreadsheet) and into the hands of her team. “By the end of the workshop, my staff said they finally understood where I wanted to take the company and how they fit into it.”

  • New leadership structure: Together, they built an org chart and identified functional leaders—something Jayanthi didn’t think was possible with her distributed team.

  • Cadence & accountability: Weekly Syncs, Scoreboards, and 90-day priorities were put in place so that the team had focus and follow-through.

  • Empowerment & delegation: Jayanthi realized she could lean on her team more. “I was surprised by their ideas. I had underestimated them. Now I feel like I can delegate a lot more.”

The Results

Finaccurate came away with both cultural and operational breakthroughs:

  • Clarity: Everyone now knows the company’s direction and how their role contributes.

  • Ownership: A newly formed leadership team meets weekly, with clear responsibilities and actions.

  • Focus: Instead of chasing five different growth plans, they identified their “hedgehog”—focusing energy on the one activity that drives results: their 45-minute impact meeting with prospective clients.

  • Momentum: Meeting efficiency improved dramatically, execution speed increased, and morale surged.

As Jayanthi summed it up:

“Doing this exercise really brought everything together. Now my staff has a good idea of what I, as a CEO, am thinking for the organization and where I want to take the company.”