Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com

How to Set Boundaries with Your Team, Clients and Yourself

Tue, 11 Mar 2025 00:00:00 -0400

In this solo episode, Alyssa Lang covers the importance of setting strong boundaries for leaders in the bookkeeping and accounting industries. Alyssa emphasizes how boundaries foster structure, clarity, and respect within your business, highlighting the benefits of saying no, defining roles, and promoting accountability to create a healthier and more sustainable work environment.

In this episode you’ll hear:

Why setting boundaries is essential for business growth
How good leaders use boundaries to protect time, energy, and space for themselves and their teams
What strategies to implement for effectively setting boundaries with clients and team members
How to empower your team by shifting responsibilities and avoiding being the bottleneck

Resources mentioned in this episode:

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com

The Power of Notion in Organizing and Scaling Your Accounting Business with Diana Lunzer

Tue, 04 Mar 2025 00:00:00 -0500

Alyssa Lang interviews Diana Lunzer, a productivity and systems expert and certified Notion consultant, on the transformative power of Notion for bookkeepers, accountants, and business owners seeking streamlined operations. Alyssa and Diana explore how Notion can enhance workflow efficiency, reduce overwhelm, and serve as a centralized hub of information, along with practical tips for making the most of this versatile tool.

In this episode you’ll hear:

Why Notion is a powerful tool for productivity and systems in businesses and personal life
What the key differences are between Notion and other project management tools like Asana
How Notion can be customized to meet unique business needs and improve workflows

About our guest:

Diana Lunzer is a Productivity & Systems Expert, and a Certified Notion Consultant. She turns founders into productive powerhouses, so they can great their 7-figure empire. She is a 2x founder, on a mission to help fellow ambitious business owners who feel overwhelmed as they scale their companies. Diana is passionate about helping founders and their teams get organized and spend their time more intentionally, to scale and make more money, while enjoying the ride! She specializes in identifying where your business is leaking time and money. Diana uncovers your productivity gaps and system inefficiencies, then uses tools like Notion, Zapier, and Manychat to help your business scale with more organization, peace, and profit.

Connect with Diana Lunzer:

Follow her on Instagram: @DianaLunzer Subscribe to her YouTube channel: https://www.youtube.com/@dianalunzer Subscribe to herFounder’s Flow newsletter: https://tally.so/r/mVZyaJ Visit her Flow State website to learn more: www.flowwithsystems.com

Resources mentioned in this episode:

Here is a list of all the resources, tech, books, podcasts, etc., mentioned in the episode:

👥 Goal Digger Podcast Facebook Group

⚙️ Notion

⚙️ Asana

📱 AnyList App

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com

The Conversations You’re Avoiding Are Costing You: How to Have Tough Talks with Your Team

Tue, 18 Feb 2025 08:00:00 -0500

In this solo episode, Alyssa Lang covers the intricacies of handling difficult conversations within your bookkeeping or accounting practice. Alyssa breaks down practical steps on preparing for hard dialogues, using data-driven approaches, and creating impactful outcomes, ensuring you nurture not only a productive team but also foster personal growth as a leader!

In this episode you’ll hear:

How to prepare for hard conversations with your team using a step-by-step framework
Why hard conversations are essential for avoiding business bottlenecks and fostering growth
What steps to take to evaluate the root cause before having a hard conversation
How to use data and KPIs instead of emotions to guide tough discussions
What performance improvement plans entail and when to let someone go

Resources mentioned in this episode:

🧡 Join our FREE POWER to Breakthrough Bootcamp (2/17 - 2/21)

⚙️ Notion

👉🏼 Sign up for The Removable CEO Workshop on February 25th @ 12pm EST!

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com

The Hard Truth About Leadership: What It Really Takes to Scale

Tue, 11 Feb 2025 00:00:00 -0500

In this solo episode, Alyssa Lang covers the five key pillars of leadership essential for building a scalable and profitable firm. Alyssa dives into mindset shifts, creating the right offers, implementing efficient systems, nurturing an empowering company culture, and becoming truly removable, guiding listeners on their journey from overwhelmed business owner to confident leader!

In this episode you’ll hear:

What are the five key pillars of leadership to create a scalable and profitable firm
How to identify and overcome challenges when hiring team members
Why profitability is essential for gaining freedom in your business
How to use clear expectations and track KPIs for effective team management
What mindset shifts are necessary to transform from an overwhelmed business owner to a confident leader

Resources mentioned in this episode:

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com

Why Your Story Matters: Using Brand Videos to Attract Dream Clients with Mariana Henninger

Mon, 10 Feb 2025 19:00:00 -0500

About our guest:

Mariana is a former Emmy award-winning filmmaker, founder of Brandmagnetic.com. She's obsessed with Emotional Marketing and specializes in helping online business owners create instant personal and emotional connection and increase conversions using a 2-3 minute Brand Video.

Connect with Mariana Henninger:

Follow her on Instagram: http://instagram.com/brandmagnetic Connect with her on LinkedIn: http://linkedin.com/in/marianahenninger Email her: hello@brandmagnetic.com

Resources mentioned in this episode:

📄 The Ultimate Cheat Sheet for a Brand Story That Converts 📹 Watch Mariana’s brand video here 🏆 Heather Sager speaking coach

These resources and connections from the episode offer great insights into emotional marketing and building trust in your brand.

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com

Lessons from Year-End: What Worked, What Didn’t, and What to Improve

Tue, 04 Feb 2025 00:00:00 -0500

In this solo episode, Alyssa Lang covers essential strategies for improving year-end workflows for bookkeepers and accountants. Alyssa discusses practical ways to reflect on past processes, create plans to address bottlenecks, and leverage tools like Content Snare to automate client communication, ensuring a smoother and more efficient year-end experience in the future.

In this episode you’ll hear:

How to conduct a year-end debrief to identify what went right and wrong
What steps to take to fix year-end bottlenecks and improve workflows for the future
Why creating templates and specific softwares can streamline client requests
When and how to set expectations with clients to ensure smoother year-end

Resources mentioned in this episode:

👉🏼 Join our FREE POWER to Breakthrough Bootcamp (Feb 17th - Feb 21st)

⚙️ Content Snare

💻 Effortless Client Requests for Bookkeepers & Accountants 💻 Breakthrough for Bookkeepers & Accountants

⚙️ Notion

⚙️ Asana

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com

Creating Connections: The Must-Attend Event for Women in Accounting with Erin Pohan

Tue, 07 Jan 2025 12:00:00 -0500

Alyssa Lang interviews Erin Pohan, Founder of Upkeeping and WAVE - Seattle, on building supportive communities for women in accounting, finance, and entrepreneurship. Alyssa and Erin explore the transformative power of authenticity, organizing impactful industry events, and fostering long-term connections that challenge traditional norms!

In this episode you’ll hear:

What exciting live event is happening in Seattle, WA in May of 2025
How networking and community building can take your business to the next level
Why this accounting event for women will reshape connections

About our guest:

As Founder of UpKeeping®, Erin is changing the boring stereotypes about accounting and helping business owners truly understand their business finances. Through a customized outsourced accounting subscription service, Erin and her team support entrepreneurs by being their #1 financial concierge/communicator. Erin holds an MS in Accounting from Liberty University and a BS in Accounting from the University of Maryland. When she’s not trying to make accounting more “fun”, Erin loves building community within the industry and convincing accounting students that owning an accounting/bookkeeping firm is the American dream.

Connect with Erin Pohan:

Email Erin Pohan: info@waveseattle.com

Check out her event: https://cec4-erin.systeme.io/0cc9badd

Resources mentioned in this episode:

🎟️ Sign up for the WAVE - Seattle event on May 22, 2025

📧 Have questions about the event? Send an email to info@waveseattle.com

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

100th Episode Special: Ask Me Anything About Scaling a Bookkeeping Firm

Tue, 31 Dec 2024 00:00:00 -0500

In this solo episode, Alyssa Lang covers your top questions for our special 100th episode of the podcast. It includes common challenges and strategies for hiring and team management tailored for bookkeepers and accountants. Alyssa dives into the nuances of capacity planning, proactive hiring processes, and innovative methods like project-based assessments, providing listeners with actionable insights to make informed decisions and foster a thriving work environment!

In this episode you’ll hear:

How to determine the right timing for hiring by using capacity planning
What options exist for hiring, such as improving efficiency and implementing better systems
Why maintaining a hiring pipeline and proactive onboarding are vital for team growth
How to use a project-based assessment for hiring to evaluate problem-solving skills
What pricing strategies can be set for bookkeeping services

Resources mentioned in this episode:

🎙️ Listen to Episode 90: Pricing for Profitability: How to Make Sure Every Client is Worth It

🎙️ Listen to Episode 76: Pricing for Growth: Aligning Client Fees with Your Business Goals

🎙️ Listen to Episode 75: Unstoppable Mindset: Conquering Fear, Embracing Success, & Elevating Your Business

🎙️ Listen to Episode 35: What I Would Do Differently If I Had To Start All Over Again

🎙️ Listen to Episode 53: Building Your Dream Team: Hiring and Management Tips for Bookkeepers

🎙️ Listen to Episode 89: Exciting News: The New Direction of Workflow Queen – What’s Coming Next!

📚 Read to Blog: How to Build an Internal Training Program for New (and Existing) Team Members

🎙️ Listen to Episode 38: What To Do When Your Clients Don’t Get You Everything You Need
💻 Client Profitability Tracker
💻 Effortless Client Requests program
⚙️ Hubdoc
⚙️ Google Drive
⚙️ Content Snare
⚙️ Asana
⚙️ Loom
💻 Bookkeeper Launch
💻 Breakthrough for Bookkeepers & Accountants group coaching program

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook:

Simplify and Track Client Requests with Ease with Brooke Swan

Tue, 24 Dec 2024 18:00:00 -0500

Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on how to efficiently track and manage missing client information. Alyssa and Brooke discuss the practical use of systems like Content Snare and Notion to streamline workflows, maintain clear communication with clients, and prepare for busy season.

In this episode you’ll hear:

How to keep track of missing information from clients with your team
Why losing track of client requests can create more work and headaches
What tools and systems you can use to manage missing client information
How Content Snare helps provide clear visibility into requested and missing client info

About our guest:

Brooke Swan is the founder and CEO of Clarity Bookkeeping & Consulting. She started her firm in 2018 with the goal of helping business owners not only understand their finances, but enjoy a better work-life balance and helping them build the business of their dreams. Through their advisory services and creative strategic approaches, Clarity has helped hundreds of business owners reach their goals!

Brooke operates her firm on a 4-day work week that values efficiency, collaboration, and positivity which also allows her team to enjoy a better work-life balance as well! Brooke has a burning desire to help others and has been coaching other bookkeeping business owners for years. She now exclusively coaches with Team Workflow Queen in their Breakthrough program.

Connect with Brooke Swan:

Check our her website: https://www.claritybkpg.com/ ****

Follow her on Instagram: @brookeashleyy_

Resources mentioned in this episode:

💻 Effortless Client Requests for Bookkeepers & Accountants (Content Snare program)

⚙️ Notion

⚙️ Content Snare

⚙️ Asana

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

How to Streamline Client Onboarding Using Automation with Brooke Swan

Thu, 19 Dec 2024 00:00:00 -0500

Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on client onboarding systems. Alyssa and Brooke chat about the challenges of streamlining onboarding, utilizing tools like Content Snare for efficiency, and reimagining workflows to transform both team dynamics and client experiences!

In this episode you’ll hear:

What distinguishes your onboarding from your cleanup processes
How to visually map out processes for better clarity and workflow
Why separating onboarding and cleanup enhances operational efficiency
How tools like Asana and Content Snare streamline the onboarding experience

About our guest:

Connect with Brooke Swan:

Check our her website: https://www.claritybkpg.com/ ****

Follow her on Instagram: @brookeashleyy_

Resources mentioned in this episode:

💻 Effortless Client Requests for Bookkeepers & Accountants

📋 Large sticky notes for planning & processing mapping

⚙️ Content Snare

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

How to Creating a Stress-Free Holiday Closure for Bookkeepers & Accountants

Tue, 17 Dec 2024 00:00:00 -0500

In this solo episode, Alyssa Lang dives into the details of holiday closures, offering insight on efficiently managing your bookkeeping or accounting firm during this time of the year. Alyssa explains the importance of prepping your clients, effective implementation of holiday pay policies, and using downtime for strategic planning and personal projects, ensuring a smooth and beneficial break for you, your team and clients.

In this episode you’ll hear:

What to do to prepare your firm for a smooth holiday closure
How to handle team pay fairly during time off and holiday closure
Why holiday downtime benefits you and your team
What you can do during holiday closure to recharge and move the needle forward

Resources mentioned in this episode:

💻 Breakthrough for Bookkeepers & Accountants 💻 Effortless Client Requests for Bookkeepers & Accountants

☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Why You Should Stop Emailing Your Clients To Gather Information & Do This Instead with Brooke Swan

Thu, 12 Dec 2024 00:00:00 -0500

Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on streamlining client communication and boosting efficiency through automation tools like Content Snare. Alyssa and Brooke explore how ditching emails for client interaction can save mental bandwidth, improve client relationships, and enhance business growth!

In this episode you’ll hear:

Why Alyssa and Brooke stopped relying on emails for getting info from clients
How Content Snare streamlines and automates client requests and follow-ups
What benefits you can experience from using Content Snare with your clients
How automating tasks saves time and mental bandwidth
Why setting clear deadlines is essential for client expectations and timely submissions

About our guest:

Connect with Brooke Swan:

Check our her website: https://www.claritybkpg.com/ ****

Follow her on Instagram: @brookeashleyy_

Resources mentioned in this episode:

💻 Effortless Client Requests for Bookkeepers & Accountants

⚙️ Content Snare

☎️ Book a Human Design Reading with Brooke Swan at Aligned Self

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Elevate Your Year-End Process: Tools, Tips, and Client Expectations

Tue, 10 Dec 2024 00:00:00 -0500

In this solo episode, Alyssa Lang covers essential year-end strategies for bookkeepers and accountants. Alyssa shares insights on differentiating year-end tasks from month-end obligations, implementing efficient tools like Asana and Content Snare, and setting clear client expectations, ensuring a seamless and successful year-end process!

In this episode you’ll hear:

How to differentiate between year-end and month-end tasks for efficient workflows
Why clear client communication and setting expectations are vital for timely submissions
How to use tools like Asana, Content Snare, and Notion for streamlined year-end processes
When to start 1099 preparation to avoid end-of-year chaos and ensure timely compliance

Resources mentioned in this episode:

🎙️ Listen to Episode 40: Uplevel Your Year End Client Experience with Serena Shoup

🎙️ Listen to Episode 2: Adjusting Month End Close Due Dates to Better Manage Client Work with Brooke Swan

⚙️ Alyssa’s tech stack at Magnetic Profits

💻 Elevate by Ambitious Bookkeeper

📝 Brooke Swan’s 1099 Filing & Prep Process

💻 Effortless Client Requests for Bookkeepers & Accountants (Content Snare program)

💻 Effortless Client Requests for Bookkeepers & Accountants

⚙️ Track1099 (1099 filing software)

⚙️ Content Snare

⚙️ Asana

⚙️ Canva

⚙️ Loom

⚙️ Notion

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Streamlining Client Requests: How Transforming Your Process Can Boost Efficiency and Results with Brooke Swan

Thu, 05 Dec 2024 00:00:00 -0500

Alyssa Lang and Brooke Swan, Owner of Clarity Bookkeeping & Consulting, chat about changing client management through effective systems like Content Snare. Alyssa and Brooke uncover how this tool transforms the often-overwhelming task of client interactions into a streamlined, stress-free experience, making it a game changer for bookkeeping and accounting professionals!

In this episode you’ll hear:

How Alyssa and Brooke struggled with ineffective systems and how that’s changed since then
What software to use for client information requests
Why manual processes can cause stress and how our solution can alleviates that
How our upcoming course Effortless Client Request can streamline your client requests

About our guest:

Connect with Brooke Swan:

Check our her website: https://www.claritybkpg.com/

Resources mentioned in this episode:

⚙️ Content Snare

⚙️ Asana

⚙️ Zapier

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Building a Seamless Onboarding System for Your Clients

Tue, 03 Dec 2024 00:00:00 -0500

In this solo episode, Alyssa Lang dives into the critical aspects of client onboarding for bookkeepers and accountants, ensuring efficiency and client satisfaction. Alyssa walks you through the process of mapping out the onboarding journey, utilizing automation tools, and setting timelines that distinguish onboarding from sales or cleanup, setting your practice on a path to success with streamlined systems!

In this episode you’ll hear:

How to map out an efficient onboarding process
How to separate your sales process, onboarding and clean up process for best success
Why proper onboarding is crucial for cultivating positive client relationships and retention
How automation tools can enhance the onboarding experience
Who can handle onboarding tasks within your firm

Resources mentioned in this episode:

🎙️ Growing Your Firm Podcast Interview: Workflow Queen’s Must-Have Tools & Tactics for Growing Your Firm

⚙️ Miro

⚙️ Dubsado

⚙️ Asana

💻 All our programs and courses at Workflow Queen

⚙️ Notion

💻 Effortless Client Requests for Bookkeepers & Accountants

💻 The Motherload of Email & Form Swipe File

⚙️ Content Snare

☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Unlocking Hidden Profits: The Secret to Maximizing Client Margins

Tue, 26 Nov 2024 00:00:00 -0500

In this solo episode, Alyssa Lang covers the world of hidden profit leaks in bookkeeping and accounting firms, offering real strategies and actionable tips to fix inefficiencies and unlock true profitability. Alyssa shares how to implement tech, systems, and automation to scale their practice while also providing insights on using her client profitability tracker to ensure maximum profitability.

In this episode you’ll hear:

What the most common profit leaks are in accounting firms
What strategies to implement for effective rate increases
How to identify inefficiencies in your workflow and streamline processes with documentation and automation
Why understanding client profitability is essential

Resources mentioned in this episode:

⚙️ Zapier

💻 Client Profitability Calculator for Bookkeepers & Accountants

🎙️ Listen to Episode 22: Mastering Time Tracking: Unleashing Efficiency and Finding the Perfect Hires for Your Bookkeeping and Accounting Firm

📝 Read the blog How to Use Clockify in Asana for Your Bookkeeping Practice

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Attracting Your Dream Clients: Marketing Strategies That Actually Work

Tue, 12 Nov 2024 00:00:00 -0500

In this solo episode, Alyssa Lang shares unique marketing strategies to enhance trust and business growth for bookkeepers and accountants. Alyssa shares how to leverage client testimonials, create compelling communication channels, and align marketing tactics with genuine client preferences, ensuring your business is primed for future success!

In this episode you’ll hear:

How to define your ideal client profile to ensure your marketing speaks directly to the clients who align with your goals and values
Creating a value-based marketing message that highlights the benefits you bring to clients, like time savings, financial clarity, and peace of mind
Unique marketing approaches that set your firm apart, including hosting niche-specific webinars, sharing client success stories, and building a referral network

Resources mentioned in this episode:

🎙️ Listen to episode #3: Building a $1.5 Million Firm with no Bookkeeping Experience with Melissa Honan

🎙️ Listen to episode #50: Unique Marketing Strategies for Bookkeepers & Accountants

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Pricing for Profitability: How to Make Sure Every Client is Worth It

Tue, 05 Nov 2024 00:00:00 -0500

In this solo episode, Alyssa Lang dives into pricing strategies that ensure every client contributes to your firm’s profitability. She covers common pricing mistakes, guides listeners on calculating true client costs, and explains the benefits of shifting to value-based pricing for sustainable growth.

In this episode you’ll hear:

Why common pricing mistakes can destroy your profit margins—and how to avoid them
How to calculate the true cost of each client and ensure they’re worth your time
What value-based pricing is and why it often beats hourly rates for firm owners
How to set a target profit margin that supports sustainable growth
When it’s time to raise your rates—and how to communicate it confidently

Resources mentioned in this episode:

💻 Client Profitability Tracker for Bookkeepers & Accountants

💻 Ambitious Bookkeeper’s Pricing for Profit resource

🎙️ How Breakthrough Transformed a Bookkeeper into a Thriving Firm Owner with Megan Andersen

🎙️ The Art of Pricing: Insights on Creating Value and Confidence in Your Pricing with Helena Donald

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Exciting News: The New Direction of Workflow Queen – What’s Coming Next!

Tue, 29 Oct 2024 00:00:00 -0400

In this solo episode, Alyssa Lang shares the exciting new direction for Workflow Queen and how these changes will better serve you in the future. Alyssa dives into the experiences of pivoting your business's path, implementing systems and teams for scaling without burnout, and the fresh offers and events coming soon that you won’t want to miss.

In this episode you’ll hear:

What exciting new changes are happening at Workflow Queen
What micro offers and new resources are being introduced for bookkeepers and accountants
How the podcast will focus on themes like offers, systems, and team to better serve listeners
Why personal internal work and business strategy are crucial for sustainable business growth

Resources mentioned in this episode:

💻 Waitlist for our Content Snare program

👤 Serena Shoup with the Ambitious Bookkeeper

💌 Sign up for our exclusive free VIP email list to get first access to new offers and special discounts

💻 Workflows in a Weekend for Bookkeepers & Accountants

📍 In-Person Events & VIP Days (email support@workflowqueen.com for more details)

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

The Art of Pricing: Insights on Creating Value and Confidence in Your Pricing with Helena Donald

Tue, 15 Oct 2024 00:00:00 -0400

Alyssa Lang interviews Helena Donald, Money Mindset Expert and Founder of Girl Unfiltered, on exploring the hidden impact of money mindset on businesses and uncovering techniques to charge your worth with confidence. Alyssa and Helena dive into addressing limiting beliefs surrounding money, valuing inner work, and providing unique approaches to elevate your financial success in your business.

In this episode you’ll hear:

Why awareness of early programming around money is crucial for business growth and personal confidence in pricing your clients
How to connect with clients on a unique level and lead with value to create a better client experience
What methods help in transitioning from hourly rates to value-based pricing that feels good
How clearing limiting beliefs around money leads to a more fulfilling and successful business approach

About our guest:

Helena Grace Donald works with ambitious women to radically release their internal money blocks, fears and limiting beliefs so they can shatter their inner glass ceiling and tap into the frequency of abundance that they not only desire, they also deserve. She uses a range of tools and modalities, such as Matrix Reimprinting and EFT. She is the founder of Girl Unfiltered, the author of Learning to Love the Girl in the Mirror and the host of The Girl Unfiltered Podcast.

Connect with Helena Donald:

Follow Helena on Instagram: @iamhelenagrace

Check out her website: https://www.girlunfiltered.com/ Listen to her podcast: https://www.girlunfiltered.com/the-girl-unfiltered-podcast/

Resources mentioned in this episode:

💸 Money Magnet Meditation gift from Helena

🎙️ Girl Unfiltered Podcast by Helena Donald

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

How and When to Fire Clients: Best Practices for Bookkeepers & Accountants

Tue, 08 Oct 2024 00:00:00 -0400

In this solo episode, Alyssa Lang covers the essential steps and strategies for gracefully firing clients while protecting your business integrity. Alyssa deep dives into implementing clear disengagement policies, managing client boundaries, and ensuring smooth transitions to foster a healthier, more aligned client base for your firm.

In this episode you’ll hear:

How to determine if you are ready to fire a client
When to fire a client and the logistics that go with it
How to communicate to your client that you are firing them
How to be ready to make space for new, and more aligned clients

Resources mentioned in this episode:

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Mastering Client Experiences: Unveiling Secrets to Winning Proposals and Satisfaction with Christy Bowie

Tue, 01 Oct 2024 00:00:00 -0400

Alyssa Lang interviews Christy Bowie, CPA and Founder of Christy Bowie Financial Solutions and the "In the Know" newsletter, on getting through the challenges of team management, leveraging productivity tools like ClickUp, and providing a luxury client experience in the financial industry.

In this episode you’ll hear:

How to create a good client experience and what that actually looks like
What an outstanding proposal process looks like
How to connect clients with the right team member to better serve your clients
How to create an excellent client experience for your clients

About our guest:

Christy is a CPA & Financial Consultant who empowers service-based entrepreneurs to grow their business by taking away the stress of finances & creating strategic plans to scale. After starting her career serving some of the world's largest private equity companies as well as high net worth business owners and investors, Christy learned the powerful strategies that successful CEOs use to scale. Christy has served hundreds of small businesses in various industries, stages of businesses, and revenue ranges and has a passion for helping founders build legacy businesses that can provide generational wealth and a lifestyle they love. Christy’s goal is to help you feel empowered as a business owner & get back to being the CEO instead of stressing about details.

Connect with Christy Bowie:

Follow Christy on Instagram: https://www.instagram.com/itschristybowie

Check out her newsletter: https://learn.christybowie.com/in-the-know/

Resources mentioned in this episode:

⚙️ Asana

⚙️ Dubsado

⚙️ ClickUp

🗞️ Christy’s In The Know newsletter

⚙️ Notion

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Letting Go of Sales and Empowering Growth Through Communication with Scott Scarano

Tue, 17 Sep 2024 00:00:00 -0400

Alyssa Lang interviews Scott Scarano, Owner and Founder of Accounting High and Padgett Business Services, on the importance of communication and trust within a team, experiences with software systems, reflections on transitioning from sales roles to passion projects, and the challenges and successes of managing teams in introverted industries.

In this episode you’ll hear:

How communication and trust within a team are crucial for business success
How to let go of the sales process to your team
Why over communicating is essential in introverted industries
How to empower team members to take on more responsibility and embrace personal growth

About our guest:

Scott Scarano is an eccentric entrepreneur with the heart of a lion and the soul of a housecat. Scott’s "Why" is empowering all growth-minded entrepreneurs, in his reach, to thrive and prosper. Scott’s Padgett team is filled with passionate advisors with unique personalities who share the same virtues of empathy and integrity in everything they do. Scott did the school thing and has the credentials, but his real value comes from his questioning mind and grit to push through any adversity. Scott lives in Raleigh, bleeds Carolina blue, and dedicates himself to his astonishing wife, Juana, and three surprisingly intelligent kids; Julia, Frankie, and Arya.

Connect with Scott Scarano:

Follow him on LinkedIn: https://www.linkedin.com/in/scottscarano Subscribe to his YouTube channel: https://www.youtube.com/@accountinghigh Listen to his podcast: https://podcasters.spotify.com/pod/show/accountinghigh

Resources mentioned in this episode: 🎙️ Accounting High Podcast 📚 "The Way of Integrity" by Martha Beck ⚙️ Notion

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Adjusting Month End Close Due Dates to Better Manage Client Work with Brooke Swan

Tue, 10 Sep 2024 00:00:00 -0400

Alyssa Lang interviews Brooke Swan, owner and founder of Clarity Bookkeeping & Consulting who’s on a mission to help her clients gain more clarity in their finances. Brooke’s become an educator in this space and today they talk about how to identify month end deadlines and how to shift them for clients to create better project management for herself and her team.

In this episode you’ll hear:

The original due date Brooke set for herself and her team to hand over financials
The reality of managing month end close for a large amount of clients
Due date options for sending clients final reports
How to get passed unrealistic pressure we put on ourselves
How to survey your clients to determine what day they want their reports
How to get input from your team and make changes for the better

About our guest:

Resources mentioned in this episode:

💻 Bookkeeper Launch program

🔗 CloudHQ

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

The Manifestation Shift: Unleashing Confidence and Abundance in Your Business with Alyssa Simpson

Tue, 03 Sep 2024 12:00:00 -0400

Alyssa Lang interviews Alyssa Simpson, Owner of Alyssa Simpson Coaching and mindset and manifestation coach, on the power of doing the inner work, embracing authenticity, and cultivating unshakable confidence. They discuss shedding old identities, shifting mindsets from scarcity to abundance, and the importance of aligning actions with desired outcomes for personal and business success.

In this episode you’ll hear:

How to control your feelings and shape her own reality
Why it's important to prioritize inner work over business strategy and embrace authenticity
How to do the inner work, face discomfort, and connect with what you truly want
How to shift from scarcity to abundance mindset and operate from a place of service-led approach in business

About our guest:

Alyssa Simpson is a mindset & manifestation coach helping women tap into their innate power by burning the rule books and handing them the pen to write their own. She has been a student of manifestation and the metaphysical world for 15+ years and became a teacher of the metaphysical world in 2019. She helps women reclaim their magnetism by uncovering limiting beliefs, working through old subconscious programming, and understanding the energetics of money.

Connect with Alyssa Simpson:

Follow Alyssa on Instagram: @_alyssasimpsonx

Check out her website: www.alyssasimpsonx.com
Listen to her podcast: LimitLyss on apple & spotify

Resources mentioned in this episode:

📘 'The Way of Integrity' by Martha Beck
📖 FREE Manifestation Workbook
📘 ’10x is Easier than 2x’ by Dan Sullivan

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

How to Become a Removable CEO & Build a Work-Optional Business

Thu, 29 Aug 2024 00:00:00 -0400

In this solo episode, Alyssa Lang covers the four key components you need to have in place in order to become a removable CEO within your business which include the right mindset, offers, systems and team.

In this episode you’ll hear:

How to reflect on how you got to where you are and how you will get to your next goal by shifting your mindset
How to optimize your offers to align with more profit and ability to afford your dream team
What systems you need to have in place in order to easily delegate and let go of the work
What the employee/contractor lifecycle looks like and how to hire the right people in your firm

Resources mentioned in this episode:

⚙️ Asana

⚙️ Notion

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

The Power of Niching Down: The Path to a Thriving Bookkeeping and Accounting Business with Sarah Bratcher

Tue, 27 Aug 2024 00:00:00 -0400

Alyssa Lang interviews Sara Bratcher, Founder and CPA of REI Accounting Solutions, on the power of niching down, adapting processes within a niche focus, and the importance of staying updated on industry trends and technologies. Sara shares her journey of transitioning to a niche within real estate investing, the impact of letting go of non-aligned clients, and the strategies for conquering imposter syndrome and self-doubt.

In this episode you’ll hear:

Why it's essential to focus on a niche for business success
How Sara let go of clients not aligned with her niche to better serve others
The importance of continuously evaluating and adapting processes within a niche
How industry trends and technologies play a role in niche adaptability

About our guest:

Sarah Bratcher lives in Southern Oklahoma with her husband and two kids. They enjoy screen-free family time and taking walks together.

Sarah initially planned on a traditional career, but her college experience shifted her perspective. After graduating with an accounting degree, she began working at a public accounting firm but soon discovered her true passion for organizing financial records rather than dealing with tax season. Recognizing limited growth opportunities in bookkeeping within a CPA firm, she transitioned to a CFO role for a real estate developer. There, she gained valuable experience as the company grew to build 500 houses per year and manage 1,000 rental properties.

Over time, Sarah realized she wanted to focus on helping early-stage investors analyze their financial statements and grow their legacies. She started her own business and, after 8 years and 19 exams, passed the CPA exam. Today, Sarah is dedicated to organizing real estate investors' books and providing exceptional customer service.

Connect with Sarah Bratcher:

Follow Sarah on Instagram: @rei.solutions.with.sarah

Follow Sarah on Facebook: https://www.facebook.com/sarahlkay

Email Sarah: sarah@reiaccountingsolutions.com

Resources mentioned in this episode:

🎙️ Podcast: The Game by Alex Hormozzi

📘 'The Way of Integrity' by Martha Beck

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Step-by-Step Quality Control Process to Eliminate Errors in Your Work

Thu, 22 Aug 2024 00:00:00 -0400

In this solo episode, Alyssa Lang covers all things quality control. She shares why you should have quality control in place if you have a team (or plan to), the exact step-by-step process and everything you need to know to implement it.

In this episode you’ll hear:

What quality control is and why this process is one of the most important processes to implement
Who is involved in quality control and who does what
Step by step process for quality control
What assets you need to create to put together quality control

Resources mentioned in this episode:

⚙️ Loom

⚙️ Notion

⚙️ Asana

⚙️ Google Docs

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Spotting & Solving Your Business’s Core Issues for Bookkeepers & Accountants

Tue, 20 Aug 2024 00:00:00 -0400

In this solo episode, Alyssa Lang covers … the unexpected challenges and responsibilities that come with being a bookkeeper and accountant, common mistakes she sees in the industry and how to solve your biggest problem in the business.

In this episode you’ll hear:

How to identify core system issues and where to begin when improving systems
Why focusing on one core process for significant progress is more effective than tackling everything at once
Common mistakes bookkeepers and accountants make with their system and how to avoid this
What steps to take to identify and fix your biggest issues

Resources mentioned in this episode:

⚙️ Alyssa’s tech stack at Magnetic Bookkeeping
💻 Breakthrough for Bookkeepers & Accountants
🧡 Sign up our FREE The POWER to Breakthrough Bootcamp: www.workflowqueen.com/bootcamp *Bootcamp dates: August 19th - August 23rd

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

The Alyssa & Serena Show Part 2

Thu, 15 Aug 2024 00:00:00 -0400

This interview episode is Part 2 of The Alyssa + Serena Show with my biz bestie, Serena Shoup from Ambitious Bookkeeper. We talk about managing clients, offering advisory services, and the importance of SOPs in your bookkeeping firm. From practical business advice to lighthearted banter, you’ll wanna tune in to elevate your bookkeeping game!

In this episode you’ll hear:

What the difference is between consulting and advisory services
Strategies for hiring and delegating tasks to your team
How to efficiently communicate advisory services to your clients
How to acknowledge and embrace personal life season
What methods are available to document processes in your firm

About our guest:

Serena Shoup is a corporate CPA turned bookkeeping business CEO, mentor for other bookkeepers + accountants, mom of 3, and a closet musician! She built her business as a Sidehustle to motherhood when she left corporate to have her second daughter. She’s passionate about helping business owners become CEOs and take control of their money.

Serena is the owner and founder of Ambitious Bookkeeper and Of Course Bookkeeping and she’s on a mission to change the way the industry operates!

Connect with Serena Shoup:

Visit her website: ambitiousbookkeeper.com

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

Resources mentioned in this episode:

⚙️ Content Snare

⚙️ Loom

⚙️ Tango

⚙️ Scribe How

⚙️ Notion

💻 Workflows in a Weekend for Bookkeepers & Accountants

💻 Elevate by Serena Shoup

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

The Alyssa & Serena Show Part 1

Tue, 13 Aug 2024 00:00:00 -0400

Alyssa Lang interviews Serena Shoup, her biz bestie and owner of Ambitious Bookkeeper, about reflections on personal and professional experiences, offering valuable insights and strategies for navigating the world of bookkeeping and entrepreneurship.

In this episode you’ll hear:

What business strategies & approaches Alyssa & Serena have
What it’s like to feel overwhelmed and unmotivated after a break
How to empower your team members
How Alyssa & Serena’s friendship and business relationship evolved
What tasks you should be delegating and outsourcing on your team

About our guest:

Serena is the owner and founder of Ambitious Bookkeeper and Of Course Bookkeeping and she’s on a mission to change the way the industry operates!

Connect with Serena Shoup:

Visit her website: ambitiousbookkeeper.com

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

Resources mentioned in this episode:

🧡 Join the free POWER to Breakthrough Bootcamp (8/19 - 8/23)

💻 Watch Serena’s Free Training

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Pricing for Growth: Aligning Client Fees with Your Business Goals

Tue, 06 Aug 2024 03:00:00 -0400

In this episode, Alyssa Lang covers the common mistakes bookkeepers and accountants make when pricing their services and offers, providing insights on reevaluating pricing structures for optimized profitability.

In this episode you’ll hear:

How to reanalyze your current clients and service fees for profitability and growth
How to determine your base rate and ideal price, and gradually increasing rates to align with your financial goals
Identifying and mastering one core problem at a time to effectively scale your business

Resources mentioned in this episode:

🧡 Join our FREE The POWER to Breakthrough Bootcamp (8/19 - 8/23)

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Unstoppable Mindset: Conquering Fear, Embracing Success, & Elevating Your Business

Tue, 30 Jul 2024 00:00:00 -0400

In this solo episode, Alyssa Lang covers overcoming mindset blocks, shifting self-talk for success, creating solutions to break through mental barriers, and aligning your business with your next-level self.

In this episode you’ll hear:

What mindset blocks and things you tell yourself that have gotten in the way of your success
How to shift what you tell yourself and your mindset to get to the next level
What solutions to create in order to break through your mindset issues
How to align your business with the next level version of yourself

Resources mentioned in this episode:

🧡 Join our FREE POWER to Breakthrough Bootcamp (8/19 -8/23)

📚 The Way of Integrity by Martha Beck

⚙️ Notion

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Stress Relief Techniques & Mindful Movement for Business Owners with Nicole Staples

Tue, 23 Jul 2024 00:00:00 -0400

Alyssa Lang interviews Nicole Staples, Owner and Founder of Nicole Staples Yoga, on all things yoga, movement, breath control and so much me specifically tailored for entrepreneurs like you. Alyssa and Nicole deep dive into creating more control and less stress, creating a team space that encourages movement and connection and so much more!

In this episode you’ll hear:

Why you should pour into yourself to better serve your clients
Techniques to control your breathing and center yourself for entrepreneurs
How to encourage your team to move and destress together to connect

About our guest:

Nicole Staples embarked on a transformative yoga journey in 2017, completing a 200 hour Yoga Teacher Training at Blue Osa in Puerto Jimenez, Costa Rice. Since then she’s been sharing the joy of yoga through personalized Vinyasa sessions, focusing on alignment and body awareness to connect the mind body and spirit. She believes that movement in the body and breath calms the mind. Nicole’s mission is to empower other entreprenuers to discover the transformative power of yoga for a healthier and more fulfilling life and balance between themselves and business!

Connect with Nicole Staples:

Send her an Email: support@nicolestaplesyoga.com
Follow her on YouTube: @NicoleStaplesYogaandWellness Follow her on Instagram: @nicolestaplesyoga

Check out her Website: https://www.nicolestaples.yoga/

Resources mentioned in this episode:

🧘🏽‍♀️ Sign up for Nicole’s FREE 7 Day Self Care Challenge 🧘🏽‍♀️ Check out Nicole’s 30 Day Bird of Paradise Challenge on YouTube

🏠 Breakthrough In Person Retreat

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Identifying Team Issues and Making Strategic Changes for Success

Tue, 16 Jul 2024 00:00:00 -0400

In this solo episode, Alyssa Lang answers a question that was submitted by one of our Instagram followers who asked, “How do you decide when and how to make changes in your team when things aren’t working out?” and that is exactly what is covered in this episode.

In this episode you’ll hear:

How to identify when things are not working out with a team member
How to help set up your team for success and measure their KPIs to ensure they are on track
How to identify what areas your team needs improvement to succeed
How to hire the best fit team member and let go of the ones that do not support the company

Resources mentioned in this episode:

⚙️ Notion

☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

How to Create an Aligned Business and Life with Ashley Strong Smith

Tue, 02 Jul 2024 00:00:00 -0400

Alyssa Lang interviews Ashley Strong Smith, Intentional Living Coach, Author + Host of Living an Intentional Life Podcast. Alyssa and Ashley dive deep into how to align with yourself, your business and your friends and family without burning out and how to live an intentional life.

In this episode you’ll hear:

How to align with what you want in business, life and for friends and family
How to pivot when life takes you down different paths and allow it to unfold in front of you
What practical steps you should be taking to know that you’re living in your truth
Why doing the internal work is one of the most important things you can do for yourself

About our guest:

Ashley Strong Smith has spent the past 15 years living in expansive inquisitiveness. Eagerly asking herself lives deepest questions, intentionally + courageously creating the space to live the very honest, vulnerable, raw, life-enhancing answers.

Ultimately bringing her to a deep place of passion and purpose, intentionality and authenticity, vulnerability and courage. Finding her place in this world, where she finally feels she truly belongs.

She is a multi-passionate woman - An entrepreneur holding space for three expressions (Intentional Living Coach, Author + Host of Living an Intentional Life Podcast), a fire-wife to a South African immigrant who she met in Tanzania, a mom to a four year-old radiant soul + 2 big puppies + 2 cats, a certified yoga instructor, a mountain-dweller, an adventure seeker, a connector and traveler of this world - living in 4 countries, visiting another 10, and an additional 15 States.

She is a pursuer of dreams writing her first book, “From Seed to Soar : A guide to connect to your heart, nurture your dreams and cultivate inner belonging.” Mostly, she is an insanely curious soul letting the parameters of this very curiosity, know no limits.

After-all, she believes we are limitless.

Connect with Ashley Strong Smith:

Follow her on Instagram: www.instagram.com/ashleystrongsmith_

Listen to her Living an Intentional Life Podcast: https://podcasts.apple.com/us/podcast/living-an-intentional-life-podcast/id1648573252

Resources mentioned in this episode:

💻 5 steps to discover your dreams FREE masterclass 📖 Creating a Heart-Centered Foundation Workbook

📚 The Code of the Extraordinary Mind by Vishen Lakhiani

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Handling Past Due Books: Setting Expectations, Additional Pricing, and Client Communication

Tue, 25 Jun 2024 00:00:00 -0400

In this solo episode, Alyssa Lang covers a question that was submitted by @vautourgroupllc_accounting on our Instagram account. The question they submitted was, “How do you handle the process to later catch up past months books once you do get the information? What are the expectations, additional pricing and do you resend the financial statements?”

In this episode you’ll hear:

How to evaluate the ways you request information from clients
What expectations to set in place with your clients on ensuring information gets to you in a timely manner
What additional pricing to layer into your services for past due information
What to do with the financial statements from the past that need to be fixed

Resources mentioned in this episode:

⚙️ Keeper

⚙️ Xenett

👩🏼‍⚖️ Linsey Shae Consulting (lawyer I use and recommend) - use code WFQ10 for 10% off services and templates

📄 Bookkeeper Legal Template which provides 4 different services - use code WFQ10 for 10% off

📄 Bookkeeper Bundle Agreement which includes the Referral partnership agreement, Independent Contract Agreement, Website policies, and an NDA - use code WFQ10 for 10% off

⚙️ Content Snare

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Essential Hiring Compliance Questions Answered by HR Expert Matt Tipton

Tue, 18 Jun 2024 00:00:00 -0400

Alyssa Lang interviews Matt Tipton, Owner and Founder of WhyHR, an HR firm that focuses on partnering with business owners to assist them in navigating the unknown of having employees. They talk through HR rules and compliance, employees vs contractors, how to decide between hourly or salary roles and so much more.

In this episode you’ll hear:

Why HR compliance is important in deciding between an employee and a contractor
Where to draw the line with controlling a contractors process and time
What and how to pay your employees and contractors and the compliance that comes with it
What bookkeepers and accountants should be hiring team members as
How to avoid penalties and underpaying team members

About our guest:

Matt Tipton is the owner and founder of WhyHR. It’s at WhyHR that he gets to focus on his passion for partnering with business owners to assist them in navigating the unknown of having employees. That most often includes: compliance training and education, policy creation, and the day to day surprises that employees bring with them.

Additionally, Matt is the creator of the Let’s Talk series that is made to cover the skills gap that we all face in any organization when tasked with leading employees. It’s the Let’s Talk series that has allowed him to be a keynote speaker, regularly covering topics from Difficult Conversations, The Art of Interviewing, Performance vs. Culture, and many others designed to strengthen individuals and organizations of any size. Matt stays active in his community by regularly volunteering with his local Rotary club, OKC Midtown Rotary.

Matt is married to Brook Tipton. Both are proud graduates of the University of Central Oklahoma where he currently serves on the alumni board.

Connect with Matt Tipton:

Check out his website: https://whyhr.guru/
Send him an email: matt@whyhr.guru
Give him a call: (405) 627 6326

Resources mentioned in this episode:

⚙️ Clockify

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Real Truth Behind Navigating Burnout, Hiring, and Vacation Prep

Tue, 11 Jun 2024 00:00:00 -0400

In this solo episode, Alyssa Lang covers what the reality looks like when you are back in the trenches of “doing the work,” preparation for a three week vacation, rapid hiring team members and recognizing when it’s time to reach out for help.

In this episode you’ll hear:

How to handle business’s ups and downs and adjust to change
What it is like to rapid hire, onboard and transition 5 team members at once
How to prepare for a 3 week vacation, fully unplugged
How to reach out and ask for help when you are experiencing low points in business

Resources mentioned in this episode:

📱Follow Alyssa Lang on her personal IG @heyalyssalang

👥 Indeed for Employers

⚙️ Checkr: background check system

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

How to Ask for Help in Balancing Your Bookkeeping Business & Personal Life with Shatoria Smith

Tue, 04 Jun 2024 00:00:00 -0400

Alyssa Lang interviews Shatoria Smith, Owner and Founder of SLSmith Virtual Solutions, about all things balancing business, work and getting her CPA and the journey she’s experienced along the way.

In this episode you’ll hear:

How she is balancing sitting for her CPA exam, running her business and working full time
How to ask for support from friends and family while she navigates her business
How to make clients feel comfortable and confident when working with them

About our guest:

Shatoria is a dynamic entrepreneur driven by a mission to foster financial empowerment. As the founder of Coin Countin Mama, she shares her journey to debt-free living, inspiring others to achieve the same. Additionally, through SLSmith Virtual Solutions, Shatoria offers accounting and virtual assistant services, particularly supporting female entrepreneurs and mentoring aspiring virtual assistants.

With a background in Accounting and Finance, she specializes in bookkeeping for small businesses in the wedding and event management industry. Outside of work, Shatoria enjoys bargain hunting, indulging in Hot Tamales, and relaxing with HGTV. Residing in Central Florida with her husband and three sons, she cherishes a harmonious balance between ambition and family life.

Connect with Shatoria Smith:

Send her an email : hello@iamslsmith.com Follow her on Instagram: @thevirtualbookkeeper

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Overcoming Impostor Syndrome: Tips for Conquering Doubt in Your Business Journey

Tue, 28 May 2024 00:00:00 -0400

In this solo episode, Alyssa Lang covers what it is like to deal with imposter syndrome when it comes to your business and how to navigate it as your business grows and changes.

In this episode you’ll hear:

What imposter syndrome is and how it sneaks up on you
How to remind yourself that you are not an imposter
How to lean on support to get through the moments you doubt yourself

Resources mentioned in this episode:

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

How to Navigate New Hires, Trainings, and Different Learning Styles with Megan Dziewicki

Tue, 21 May 2024 10:00:00 -0400

Alyssa Lang interviews Megan Dziewicki, Owner and Founder of CLEAN Bookkeeping, about navigating health issues and running a business by hiring the right people to support you when you need them most in your bookkeeping

In this episode you’ll hear:

How to navigate health issues with managing your business
What it’s like to be at a point in business where you can start to donate and give back to your community and the things you believe in
How Megan used our programs Kickoff with Asana and Breakthrough to get her business to a point where it’s running without her
How to create structure when hiring and training team members to support her business

About our guest:

After spending part of 2019 doing the books for the successful plumbing company she runs with her husband, Robert, word of mouth about Megan's bookkeeping skillsets and invaluable knowledge as a consultant began to spread. As demand for her expertise grew, she expanded her availability for new clients, and CLEAN Bookkeeping was born. While not working Megan enjoys being outside more often than not, skiing, hiking, and everything that Bozeman has to offer.

Connect with Megan Dziewicki:

Check out her website: www.cleanbookkeepingllc.com/

Follow her on Instagram: @cleanbookkeepingllc

Send her an email: megan@cleanbookkeepingllc.com

Resources mentioned in this episode:

⚙️ Notion

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Finding Your Niche, Building Community, and Embracing Personal Growth in Bookkeeping with Abby Budd

Tue, 07 May 2024 00:00:00 -0400

Alyssa Lang interviews Abby Budd, Owner and Founder of Budd Accounting Solutions, and they discuss all things from what it was like at the beginning stages of her business to where she is at now and what she had to do to get there.

In this episode you’ll hear:

How the priorities in business shift from the beginning to scaling
Why you should surround yourself with others in the industry to get support
How to niche down in your business and what that journey looks like
How to relate to your clients and take care of their needs

About our guest:

Abby loves collaborating with Interior Design business owners to help them reach their goals and make strategic decisions.

As a CPA, a former auditor, and a corporate controller, she has worked with a diverse range of clients and companies, but her experience with start-ups and small businesses is what she loves drawing from most.

Budd Accounting Solutions specializes in helping new, small, and medium-sized Interior Design businesses with bookkeeping, reporting, and general accounting services.

Connect with Abby Budd:

Email Abby: Support@buddaccountingsolutions.com

Check out her Website: www.buddaccountingsolutions.com

Connect with Abby on Linkedin: https://www.linkedin.com/in/abby-budd/

Follow Abby on Facebook: https://www.facebook.com/buddaccounting

Connect with Abby Instagram: https://www.instagram.com/buddaccounting/

Resources mentioned in this episode:

💃🏼 Workflow Queen waitlist for in person Retreat

🏢 BKX Convention

⚙️ Bookkeeper Launch

☎️ Book a Human Design Reading with Brooke Swan at Aligned Self

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

How To Know What Which Problem Needs To be Fixed In The Business Right Now

Tue, 30 Apr 2024 00:00:00 -0400

In this solo episode, Alyssa Lang covers how to cut to the chase and focus on the most important things in the business that need your attention by breaking down what core systems there are in the business and how to tackle your problems head on.

In this episode you’ll hear:

How to identify what systems need your focus and work to improve them
How to break down the different tech, systems and processes that require the most attention
How to stay laser focused using my step-by-step process to fixing the biggest problems first

Resources mentioned in this episode:

☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm

⚙️ Alyssa’s tech stack at Magnetic Bookkeeping

⚙️ Miro

⚙️ Canva

💻 Shop 22 Marketing Co. eBooks and freebies here

⚙️ Zapier

🎙 Workflow Queen’s Podcast

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Streamlining Email Communication with Clients Using Missive with Philippe Lehoux

Tue, 23 Apr 2024 00:00:00 -0400

Alyssa Lang interviews Philippe Lehoux, the CEO and co-founder of Missive, a collaborative email and team chat app designed to streamline communication and workflow for businesses. They discuss how Missive can help you and your team at your bookkeeping and accounting firm to easily manage emails and communication with clients so you’re not the bottleneck.

In this episode you’ll hear:

How Missive helps to streamline your client email and communication
How to use Missive to train your team members to take over client communication
What automations options Missive offers to auto email, send OOO emails and weekend away emails
When the best time is to implement a system like Missive

About our guest:

Philippe-Antoine Lehoux, CEO and co-founder of Missive, leads a team dedicated to revolutionizing business communication. With a background in web development, Lehoux focuses on innovation and user experience, integrating email seamlessly with other business tools. Prior successes include selling ConferenceBadge.com to Tiny.com, showcasing his ability to scale niche products. Lehoux's leadership emphasizes simplicity and effectiveness, propelling Missive to the forefront of the industry. His vision extends beyond product development, aiming to foster a global culture of productivity and collaboration. Lehoux's commitment to enhancing communication and collaboration drives Missive's continued growth, shaping the future of workplace communication.

Connect with Philippe Lehoux:

Check out Missive: https://missiveapp.com/

Email Philippe: plehoux@missiveapp.com

Follow Philippe on Twitter: https://twitter.com/plehoux Follow Philippe on LinkedIn: https://www.linkedin.com/in/plehoux/

Resources mentioned in this episode:

⚙️ Sign up for Missive

⚙️ Book a demo with Missive

⚙️ Slack

⚙️ Zapier

⚙️ Boomerang for Gmail and Outlook

⚙️ Hiver

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Birthday Special: Overcoming Challenges, Reflections on Business, Relationships, and Self-Discovery

Tue, 16 Apr 2024 00:00:00 -0400

In this solo episode, Alyssa Lang covers a very special topic about reflecting on her birthday, reflecting on what opportunities the business has created, reflections on what’s brought her here and how you can apply the same process to your reflections.

In this episode you’ll hear:

What doors, opportunities, ups and downs the business has provided for Alyssa in her business journey
Alyssa’s three biggest failures in business and how she learned from them
Ways to reflect on your business to see how you’ve progressed as a business owner in life and business

Resources mentioned in this episode:

☎️ Book a Human Design Reading with Brooke Swan at Aligned Self

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Assess, Improve, Repeat: The Key Process for Post-Tax Season Reflection and Advancement

Tue, 09 Apr 2024 00:00:00 -0400

In this solo episode, Alyssa Lang covers her key strategies for approaching major seasons and process completions to make improvements through her six step process.

In this episode you’ll hear:

What steps to take to make improvements after core processes and seasons in the business
How to approach clients and team for feedback
How to know what to focus on when it comes to improving and changing processes

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Tips & Tricks to Elevating Your Social Media Presence with Sydney Chase

Tue, 02 Apr 2024 00:00:00 -0400

Alyssa Lang interviews Sydney Chase, Founder of 22 Marketing Co. and also that social media management company we use here at Workflow Queen and Magnetic Bookkeeping & Consulting. They dive deep into all things social media from how to be consistent, easily make content without draining yourself, investing in a social media manager and so much more.

In this episode you’ll hear:

How to be consistent on socials and how to let go of the pressures that come with
How to choose what social media platform you should be on to attract your dream clients
What metrics to track to know your social media is performing

About our guest:

22 Marketing Co., led by CEO and founder Sydney Chase, is a dynamic social media marketing agency dedicated to helping creative and passionate female entrepreneurs increase their impact on social media. The company prides itself on being the go-to "social media BFFs," offering services that include social media management, consulting, coaching, and content creation.

Sydney, a social media marketing expert, emphasizes authentic and personalized marketing that focuses on real connections rather than just numbers. With a vision of making social media a fun, easy, and simple way to build a community of online friends, 22 Marketing Co. is committed to helping businesses flourish in the digital world while ensuring a fulfilling life outside of work and prioritizing mental well-being.

Connect with Sydney Chase:

Connect via Email: hello@22marketingco.com
Follow on Instagram: https://www.instagram.com/22marketingco_/
Follow on Facebook: https://www.facebook.com/22marketingco/

Resources mentioned in this episode:

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Creating a Scalable Bookkeeping Business Model: A Step-by-Step Guide

Tue, 26 Mar 2024 00:00:00 -0400

In this solo episode, Alyssa Lang covers the essential elements of creating a scalable business model for your bookkeeping firm from standardizing processes, building the right team and implementing strategic growth strategies.

In this episode you’ll hear:

How to standard your processes and systems to make things more efficient
How to build a hig-performing team by cultivating a powerful company culture
How to implement growth strategies that will take your business to the next level

Resources mentioned in this episode:

⚙️ Loom

⚙️ Scribe How

⚙️ Asana

💻 Workflows in a Weekend for Bookkeepers & Accountants

💻 Join our 5 Day Free Workflows Made Simple Challenge waitlist

⚙️ Zapier

💻 The Motherload of Email & Form Swipe File

⚙️ Bookkeeper Launch

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Aligning Business with Authenticity: Energetic Strategies for Growth with Renee Dick

Tue, 19 Mar 2024 00:00:00 -0400

Alyssa Lang interviews Renee Dick, Founder of Fresh Life Approach, about how to create an energetic strategy that aligns with your business and your life. They deep dive into Human Design, Gene Keys and how to translate the information to serve you in all areas of life.

In this episode you’ll hear:

Difference between your energetic strategy and a business strategy and how they can compliment each other
How to align your energy with your marketing
How to understand how your team operates through their human design
What human design, gene keys and your energy have to do with business

About our guest:

I’m Renee, your new BFF, and personal empowerment guide. I help women entrepreneurs finally get the heck out of their own way and break through their limiting beliefs so they can show up in their business like never before. I also pair energetic, easy-peasy spiritual tools and practices without all the fluff and overwhelm.

Connect with Renee Dick:

Check out her website: www.freshlifemarketing.com/programs
Listen to her podcast: https://podcasts.apple.com/us/podcast/woo-woo-wednesday/id1531176798 Follow her on Instagram: @freshlifeapproach

Resources mentioned in this episode:

📚 The Big Leap by Gay Hendricks

📚 The Gene Keys by Richard Rudd

📊 Get your FREE Human Design

Renee’s Programs & Resrouces:

💻 Fresh Life Group Coaching (Group Coaching)

💻 The Rebel Coaching (1:1 Coaching)

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Essential Hiring Tactics, Team Synergy, and Visionary Execution with Lori De Witt

Tue, 12 Mar 2024 15:00:00 -0400

Alyssa Lang interviews Lori De Witt, Owner of DWP Consulting, Inc., a Canada bookkeeping and accounting firm. They discuss topics from setting the vision of the company, communicating it with her team, establishing values and identifying core bottlenecks with her team.

In this episode you’ll hear:

How to be unique in the ways you offer different opportunities to your team
Why it’s important to get support from others in the industry who get what you’re going through
How to determine what your core bottleneck is based off your business needs
How to set the vision, culture and values for your team and get them aligned with the direction of the company

About our guest:

Lori De Witt established and owns DWP Consulting Inc., based in Calgary, Alberta. While working at a public practice accounting firm, she saw the need for good bookkeepers, so the vision of starting her own business was born.

Lori is passionate about understanding what makes her clients effective and building financial structures and processes to make their businesses all they can be. She customizes her services to each client's needs, from basic record keeping to CFO/Controller services. She is developing a fantastic team that shares this passion.

Lori has a Bachelor of Management degree from Athabasca University and has lived and worked in several Canadian provinces and internationally. In addition to growing into her role as a successful business owner, Lori is happily married and has two teenage children and a dog named Millie.

Connect with Lori De Witt:

Connect via email: Lori@dwpbooks.ca

Check out her website: https://www.dwpbooks.com/

Resources mentioned in this episode:

☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm

📊 Check out Gallup’s Strengths Finder results

⚙️ Slack

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Streamlining Business Operations: Breakthrough Success in Bookkeeping with Holly Skog

Tue, 05 Mar 2024 00:00:00 -0500

Alyssa Lang interviews Holly Skog, Owner and Founder of Happy Books Solutions, to talk about Holly’s journey through joining and implementing Breakthrough to help her prepare for maternity leave and give her team the time to shine.

In this episode you’ll hear:

What Holly implemented through Breakthrough to create massive wins and shifts in her firm
How Holly maintains her sanity and peach by building a balanced business
Impact of creating an internal training program for her team
How she plans to take 30 days off, unplugged, for maternity leave and 3 months of zero client facing activities
What KPIs she has in place to bonus her team based on performance and execution

About our guest:

Holly Skog is the owner of Happy Books Solutions, a bookkeeping and fractional CFO firm which helps interior designers navigate the finance side of their business. She's an extroverted numbers nerd who loves bringing personality and approachability to the finance world (a world we all know could use a bit of an image refresh!).

Connect with Holly Skog:

Check out her website: https://happybookssolutions.com/

Follow her on Instagram: @happy.books.solutions

Send her an email: holly@happybookssolutions.com

Resources mentioned in this episode:

⚙️ Notion

☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Get Support, Build Systems, and Breakthrough: Free Bootcamp for Bookkeepers and Accountants

Tue, 27 Feb 2024 00:00:00 -0500

In this solo episode, Alyssa Lang covers The POWER to Breakthrough FREE Bootcamp for Bookkeepers & Accountants who want to scale bigger, hire better and break through to the next level.

In this episode you’ll hear:

What The POWER to Breakthrough Bootcamp is all about
What you can expect to learn in the FREE bootcamp
Who the FREE bootcamp is for and what stage in business you need to be in
How to sign up and participate in the FREE POWER to Breakthrough Bootcamp

Resources mentioned in this episode:

💻 The POWER to Breakthrough Bootcamp

Bootcamp Details:

Bootcamp dates: March 4th - March 8th

What you’ll learn:

How to create a Powerful Mindset to step into your CEO role
How to create Optimized Offers that can afford your dream team and hit your goals
How to identify your core bottleneck through building your World Class Systems
How to create an Empowered Company Culture and get your team to produce like you would through adding layers of quality control
How to become a Removable CEO so you can focus on what you love doing

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Maximizing Profitability in Bookkeeping: Techniques for Financial Success

Tue, 20 Feb 2024 00:00:00 -0500

In this solo episode, Alyssa Lang covers key strategies and techniques for creating financial success in your bookkeeping and accounting firm. She breaks down how to analyze and increase your client profitability and optimizing your financials to reflect useful data to help you make key decisions.

In this episode you’ll hear:

How to calculate profitability per client
What journal entries to have in place on the books to help calculate profitability per client
How to increase your profitability per client by price increases
Why you should be more efficient in your business to raise your profit margin

Resources mentioned in this episode:

⚙️ QuickBooks Online for Accountants

⚙️ Clockify

⚙️ Asana

💻 Melissa Honan’s ‘How to Increase Client Prices’ mini program

⚙️ RightTool (use code WORKFLOWQUEEN for $10 off per month for 14 months)

☎️ Book a FREE 15 minute consult call to chat about what programs & resources are right for you

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Building Your Dream Team: Hiring and Management Tips for Bookkeepers

Tue, 13 Feb 2024 00:00:00 -0500

In this solo episode, Alyssa Lang covers how to build your ideal team for your bookkeeping and accounting firm through identifying your hires, creating the job description, interviewing candidates and extending the offer.

In this episode you’ll hear:

How to leverage time tracking to identify future hires
How to get support when paying team members and staying HR compliant
What key features a job description should have to attract your ideal team member
Step-by-step process to interviewing and extending the offer to new team members

Resources mentioned in this episode:

📚 Make ‘Em Beg to Work for You by Angela E. Lauria

⚙️ Clockify

👥 Why HR

⚙️ Gusto

☎️ Book a 15 minute consult call to chat about Breakthrough

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Efficient Bookkeeping Workflow Automation: Key Tools and Strategies

Tue, 06 Feb 2024 00:00:00 -0500

In this solo episode, Alyssa Lang covers the power of automating your systems and processes to better serve your bookkeeping and accounting clients. She covers different apps and softwares to use to help automation things in your business and the key tools Alyssa uses to streamline her processes.

In this episode you’ll hear:

How automation of your workflows and systems can support your business
What 3rd party software she recommends to uplevel your automation
Why process mapping is a key component to being more efficient

Resources mentioned in this episode:

⚙️ Zapier

🎓 Zapier University

⚙️ Anchor

⚙️ Miro

👥 Sales & Marketing Tips for Bookkeepers & Accountants Facebook Group

☎️ Book a 15 minute consult call to discuss our programs

💌 Subscribe to our email list

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Dealing with Overwhelm and Being Burnout

Tue, 30 Jan 2024 00:00:00 -0500

In this solo episode, Alyssa Lang talks about what it is really like to feel burnout and wanting to throw in the towel in business. Business is hard, business can be overwhelming and some days are not always the best day but she shares how she copes with those down days in business.

In this episode you’ll hear:

Importance of slowing down to speed up in business
How to identify when you need to let go and regroup
How to pull back from overcommitting your time

Resources mentioned in this episode:

💌 Reach out on Instagram if you need a friend

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Unique Marketing Strategies for Bookkeepers & Accountants

Tue, 23 Jan 2024 00:00:00 -0500

In this solo episode, Alyssa Lang covers some of her best kept marketing strategies and secrets she uses to attract her ideal client base at her bookkeeping and consulting firm, Magnetic Bookkeeping & Consulting. If you are looking for marketing strategies to attract bookkeeping and accounting clients then this is the episode for you.

In this episode you’ll hear:

Where you should go to find your ideal client
How to connect with coaches and teachers in your niche to work with clients
How to let go of having to be on social media if you do not want to be

Resources mentioned in this episode:

💸 Melissa Honan Consulting

⚙️ Notion

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Growing Efficient Systems: Lessons in Operations and Integration with Brooke Scott

Tue, 16 Jan 2024 00:00:00 -0500

Alyssa Lang interviews Brooke Scott, systems, operations and integration specialist who helps entrepreneurs in growth-mode by optimizing their operations, processes, systems, & workflows. They discuss the ins and outs of creating efficient systems, processes and setting up automations to make things in business run smoothly.

In this episode you’ll hear:

Why it is a great idea to get perspective, insight and support for your business from someone outside of the industry
Why it is important to analyze new systems, tech and softwares to make sure it aligns with your goals before following the hype in the industry
Why you should consider actually spending money on tech and automation
Tips for getting your systems, processes and workflows set up

About our guest:

Brooke Scott, MBA is a Systems, Operations & Integration Specialist who helps entrepreneurs in growth-mode by optimizing their operations, processes, systems, & workflows. She provides guidance in restoring & streamlining their business behind the scenes with the intention of improving their client experience. From strategy to implementation, she helps clients knock out projects & initiatives so that they can start running their businesses like they want to.

Connect with Brooke Scott:

Check out her website: www.projectgrowthmode.com
Follow her on Instagram: https://www.instagram.com/projectgrowthmode/
Connect with her on Facebook: https://www.facebook.com/projectgrowthmode Connect on LinkedIn: https://www.linkedin.com/in/brookeascott/
Follow her on Pinterest: https://www.pinterest.com/projectgrowthmode/

Resources mentioned in this episode:

⚙️ Dubsado

⚙️ Anchor

⚙️ Zapier

💸 QuickBooks Online Payment Processing Fees Breakdown

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Which Program is Right for Me?

Tue, 09 Jan 2024 00:00:00 -0500

In this solo episode, Alyssa Lang covers the many different ways you can level up your bookkeeping or accounting business through our programs and resources at Workflow Queen. Here at Workflow Queen, we help bookkeepers and accountants from around the world to implement tech, systems, team building and automation so they can remove themselves from the day-to-day operations.

In this episode you’ll hear:

What programs we offer at Workflow Queen that will help you uplevel your bookkeeping business
How our programs and resources at Workflow Queen help you create better systems, tech and automations
Breakdown of what program is right for you depending on your stage in business

Resources mentioned in this episode:

💻 Workflows in a Weekend for Bookkeepers & Accountants

💻 Kickoff with Asana for Bookkeepers & Accountants

💻 Breakthrough for Bookkeepers & Accountants

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

How to Save a Sh*t Ton of Money on Processing Fees Using Plooto

Tue, 02 Jan 2024 00:00:00 -0500

In this solo episode, Alyssa Lang covers one of her favorite softwares, Plooto. She talks about how much money it has saved her and firm bookkeeping firm from unnecessary payment processing fees, what subscription level she uses and how she onboards her clients in Plooto.

In this episode you’ll hear:

What Plooto is and how it can transform your ACH process
What subscription level we recommend to get the most out of your payment processing fees
What features are available for you and your clients in Plooto
How to onboard your clients using Plooto for ACH payments
How to transition current clients into a new payment processor

Resources mentioned in this episode:

💸 Plooto Payment Processing Fees Breakdown

📝 Workflow Queen’s blog on Plooto

🎙 Workflow Queen’s podcast interview with founder of Plooto

⚙️ Sign up for Plooto

⚙️ Magnetic Bookkeeping Tech Stack

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Best of 2023: Alyssa’s Top Wins and Favorites in Business

Tue, 26 Dec 2023 00:00:00 -0500

In this solo episode, Alyssa Lang reviews everything that happened at both Workflow Queen and her firm, Magnetic Bookkeeping & Consulting in 2023. She reflects on her favorite things from the year and also all the major wins in her personal life and both businesses.

In this episode you’ll hear:

What the year 2023 was like for Alyssa
What Alyssa’s favorite things from 2023 are
What Alyssa’s major wins in her business and personal life

Resources mentioned in this episode:

💻 Workflow Queen’s Challenges for Bookkeepers & Accountants

⚙️ Notion

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

The Process of Transitioning Clients to a New Email: Strategies for a Smooth Changeover

Tue, 19 Dec 2023 00:00:00 -0500

In this solo episode, Alyssa Lang covers how to smoothly transition clients to a new point of contact email for your bookkeeping and accounting firm and how to create one. This is the perfect episode for those that are lost on where to start to transition clients.

In this episode you’ll hear:

How to create a new, professional email for your business
How to tell your existing clients where to reach you
How to eliminate your existing email address

Resources mentioned in this episode:

⚙️ Namecheap

⚙️ Google Workspace

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Plan, Prepare, Succeed: Succession Planning and Building Business Systems with Julee Yokoyama

Tue, 12 Dec 2023 00:00:00 -0500

Alyssa Lang interviews Julee Yokoyama, the owner and founder of Project C.Y.A.™, and they dive deep into preparing your business for just in case something happens to you and the importance of prioritizing systems and your team to make it happen.

In this episode you’ll hear:

What succession planning and risk assessing is and how you should apply it to your business
How to pick the right experts to help you legally and logistically to help role out your plan
How to inform your clients that you have a plan in place
How to gather all your important information and get it documented for someone to access

About our guest:

Julee Yokoyama is a business strategist willing to tackle the tough conversations that make others run for cover. She helps service business owners answer: What happens to your business if something happens to you? through succession and delegation planning.

Julee brings 15 years of consulting experience as a certified project manager, business manager, and end-of-life doula. Needless to say, she’s a super planner and calm in the chaos—bringing her clients operational efficiency and peace of mind that increases life fulfillment.

She’s also a speaker and host of the Project C.Y.A.™ podcast, committed to increasing education and awareness around risk management and succession planning for the entrepreneurship community.

Julee lives in Seattle, WA, with her husband and two fur babies, Lucy and Desi.

Connect with Julee Yokoyama:

Follow Julee on Instagram: @juleeyokoyama Connect on LinkedIn: https://www.linkedin.com/in/julee-yokoyama Follow Julee on Facebook: https://www.facebook.com/projectcya

Resources mentioned in this episode:

💻 FREE class on how to break up with Disappointment

🎙 The Ambitious Bookkeeper Podcast

☎️ Book an hour call with Julee Yokoyama

🏃🏼‍♀️ Where to start with working with Julee

📚 Built to Sell by John Warrillow

📚 The Five Invitations by Frank Ostaseski

🎙 Project C.Y.A.™ Podcast
📄 Project C.Y.A.® Business Owner's Manual PDF

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Gathering and Showcasing Client Testimonials: Boosting Credibility for Bookkeepers & Accountants

Tue, 05 Dec 2023 18:00:00 -0500

In this solo episode, Alyssa Lang covers the topic of gathering client testimonials to help showcase your services and deliverables. Alyssa breaks down how to capture testimonials, what to do with them and how to respond to negative feedback.

In this episode you’ll hear:

How testimonials can transform your business and service offerings
When and where to capture testimonials
How to showcase your client testimonials
How to respond to negative feedback and testimonials
How to share client wins in an ethical way

Resources mentioned in this episode:

⚙️ Asana

⚙️ Loom

⚙️ Zoom

⚙️ Google Forms

⚙️ Notion

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Enhancing Team Collaboration: Leveraging Individual Strengths with the Kolbe Assessment with Carly Clark Zimmer

Tue, 28 Nov 2023 00:00:00 -0500

Alyssa Lang interviews Carly Clark Zimmer, the Director of Leadership Development for When You Lead, Coaching & Consulting. They talk through the importance of utilizing the Kolbe Assessment as a way to strengthen your team, understand yourself better and maximize all individuals on your team.

In this episode you’ll hear:

What the Kolbe Assessment is and how it can transform the way you understand yourself and your team
How to utilize the Kolbe Assessment and analyze the information
How to use the Kolbe Assessment during onboarding of new team members
How to migrate the team to be in their strengths in business

About our guest:

Carly Clark Zimmer is the Director of Leadership Development for When You Lead, Coaching & Consulting. Their mission is to help companies experiencing growing pains revolutionize and update leadership models from toxic top-down, productivity-at-all-costs culture to strengths-centered, equity-centered, and humanity-centered culture.

Carly’s training includes a Professional Coach Certification from the ICF, Somatic Coach certification in the BodyMind Coaching Method™

And studied with the Institute For Equity-Centered Coaching®. She’s also a Certified Kolbe™ Consultant and loves sharing how this simple tool can open all kinds of doors for improving communication not only on teams but in families!

She’s a native New Yorker who loves traveling the world, and currently lives in Galway, Ireland where you can find her at sunrise taking a dip in the icy Irish Atlantic with the locals!

Connect with Carly Clark Zimmer:

Check out their website: www.whenyoulead.com
Follow her on Instagram: @carlyclarkzimmer

Send her an email: carly@whenyoulead.com

Resources mentioned in this episode:

💻 Take the Kolbe A Index

🎙 The Updated Leadership Podcast

☎️ Kolbe Interpretation with Certified Kolbe Consultant

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Grateful and Thankful: Celebrating Your Clients & Your Milestones

Tue, 21 Nov 2023 00:00:00 -0500

In this solo episode, Alyssa Lang covers all things being grateful for business, for her community and students and so much more. She reminds us to take a step back and appreciate how far you’ve come, even if you feel like you haven’t made the progress you wanted to.

In this episode you’ll hear:

How to remind yourself of your accomplishments
How to remind your clients that you are thankful for them
What gift ideas you can have in place to give to your clients around this time of the year
What challenges bookkeepers and accountants have faced this past year

Resources mentioned in this episode:

💻 Kickoff with Asana for Bookkeepers & Accountants

💻 Breakthrough for Bookkeepers & Accountants

💸 Blake Morlet with Invicta Financial (Alyssa’s Financial Advisor)

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Uplevel Your Year End Client Experience with Serena Shoup

Tue, 14 Nov 2023 00:00:00 -0500

Alyssa Lang interviews Serena Shoup, a full time educator and CPA who’s the owner and founder of both Ambitious Bookkeeper and Of Course Bookkeeping. Serena Shoup shares how she uplevels her year end client experience, she shares her year end process and tips and tricks to getting year end done smoothly.

About our guest:

Serena is the owner and founder of Ambitious Bookkeeper and Of Course Bookkeeping and she’s on a mission to change the way the industry operates!

Connect with Serena Shoup:

Visit her website: ambitiousbookkeeper.com

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

Resources mentioned in this episode:

🎙 Ambitious Bookkeeper Podcast

🎙 Serena’s Podcast Episode About Balance Sheet Reconciliations

⚙️ Asana

⚙️ Loom

⚙️ Notion

⚙️ Google Drive

⚙️ Canva

✉️ Subscribe to Serena’s Email List

💻 Black Friday Sale (11/20 - 11/30)

*Use code BF23 to receive a discount

**Get the Confident Compliance bundle by purchasing through one of Serena’s affiliate links in the Black Friday newsletter on November 20th!

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Building Wealth and Protecting Your Assets: Strategies for Financial Success with Blake Morlet

Tue, 07 Nov 2023 00:00:00 -0500

Alyssa Lang interviews Blake Morlet, who joined Invicta Financial in 2018 after almost a decade of business management experience in the Planned Development sector. In today’s episode, Alyssa and Blake talk through having a financial professional to support you in making financial decisions to invest in your future.

In this episode you’ll hear:

What financial team of advisors you should have on your side
How to adapt your financial goals for change based off your values
How to figure out where to start with financial planning for your future
How to identify when you should get financial planning help to support you

About our guest:

Blake Morlet joined Invicta Financial in 2018 after almost a decade of business management experience in the Planned Development sector. Blake is passionate about entrepreneurship and guiding business owners and business executives to maximize their financial future by leveraging technology, a clearly defined future and his team. With a diverse background in real estate, investment and planning strategies, Blake enjoys educating clients and empowering them to achieve success for their families.

The most important thing to Blake is his family. Blake and his wife Kristin are blessed with four wonderful children, Emma, Chloe, Cruz and Max. Blake enjoys golfing, hunting and road trips exploring our wonderful country.

Connect with Blake Morlet:

Connect on LinkedIn: https://www.linkedin.com/in/bmorlet

Schedule a call with Blake: https://calendly.com/invictafg_bm/30m

Check out their website: www.invictafg.com

Send Blake and email: blake@invictafg.com

Resources mentioned in this episode:

📞 Schedule a call with Blake

📚 10x is Easier than 2x by Dan Sullivan

📚 The Gap In The Gain by Dan Sullivan

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

What To Do When Your Clients Don’t Get You Everything You Need

Tue, 31 Oct 2023 00:00:00 -0400

In this solo episode, Alyssa Lang covers common issues bookkeepers and accountants face when clients don’t get us documentation and information in a timely manner. She’ll be breaking down some tips and tricks on what to do if that’s the case.

In this episode you’ll hear:

What to do when clients don’t get you the information you need to complete the work
How to leverage a project management system to assign tasks to move on
How to communicate with your clients when things are past due
How to handle back logged work and the logistics

Resources mentioned in this episode:

⚙️ Magnetic Bookkeeping & Consulting Tech Stack

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Questions & Answers You’ve Been Dying to Hear About Running a Bookkeeping Firm with Kate Marchbank

Tue, 24 Oct 2023 00:00:00 -0400

Alyssa Lang interviews Kate Marchbank, the Owner and Founder of Blix Bookkeeping where she supports creatives in managing their books. In this episode Alyssa changes things up a bit and having Kate interview her on the dying questions she has to help Kate move her business forward.

In this episode you’ll hear:

What forms of communication to use when talking with clients
How to make requests from clients for onboarding, clean ups and monthly bookkeeping
Why Alyssa doesn’t charge for diagnostic reviews
What options are available to charge clients for consulting and the process of it

About our guest:

Kate lives in LA with her husband and 2 kids. She is a bookkeeper by day and an actor by night using her stage name Kate Mines. She actually fell into bookkeeping while working her first job at a law firm, shortly after moving to LA. The bookkeeper, there was retiring and decided to train Kate on her way out. Though she's a creative she has a knack for numbers, as a result, she decided to work with creatives when she started her bookkeeping business in July 2023.

Connect with Kate Marchbank:

Follow Kate on Instagram: www.instagram.com/blixbookkeeping Email Kate: support@blixbookkeeping.com Check out Kate’s website: www.BlixBookkeeping.com

Resources mentioned in this episode:

⚙️ Magnetic Bookkeeping & Consulting tech stack

📚 Generating Business Referrals Without Asking by Stacey Brown Randall

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Mastering Referrals: Retaining Clients, Cultivating New Referrals, and Building a Referable Business with Stacey Brown Randall

Tue, 17 Oct 2023 00:00:00 -0400

Alyssa Lang interviews Stacey Brown Randall, the Owner and Founder of Building a Referable Business. In this episode Stacey Brown Randall shares her methodologies on how she teaches her clients to create relationships that turn into referral partnerships, without feeling icky.

In this episode you’ll hear:

How to create a systems of referrals to help you build your business
How to cultivate long term relationships with clients and others to help bring in referrals
Her recommendation of different phases a client is taken throughout the working relationship
How to level up your client experience to make it a no brainer for clients to refer you

About our guest:

Stacey Brown Randall is the multiple award-winning author of Generating Business Referrals Without Asking, host of the Roadmap to Referrals podcast and national speaker.

Stacey teaches business owners how to generate referrals naturally… without manipulating, incentivizing or even asking.

She has been featured in national publications like Entrepreneur magazine, Investor Business Daily, Forbes, and more.

She received her Master’s in Organizational Communication and is married with three kids.

Connect with Stacey Brown Randall:

Follow her on Instagram: https://www.instagram.com/staceybrownrandall/ Connect with her on LinkedIn: https://www.linkedin.com/in/staceybrandall/ Send her an email: stacey@staceybrownrandall Check out her website: https://www.staceybrownrandall.com/

Resources mentioned in this episode:

⚙️ Bonjoro

📚 Giftology by John Ruhlin

🎙 Roadmap to Referrals Podcast

💻 Building a Referable Business Course

💻 Referral Ninja Quiz

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

What I Would Do Differently If I Had To Start All Over Again

Tue, 10 Oct 2023 00:00:00 -0400

In this solo episode, Alyssa Lang covers the things she would have done differently if she were to start her bookkeeping firm all over again. She discusses he 5 core tips and in what order to implement them into a bookkeeping firm and so much more.

In this episode you’ll hear:

What project management system I would have implemented from the beginning
What documentation to have as your business grows
Importance of getting solid contracts from the beginning
What banking strategy that has changed the game for my firm
How pricing right helps us all create a positive industry standard

Resources mentioned in this episode:

⚙️ My Tech Stack at Magnetic Bookkeeping

⚙️ Asana

📚 Free Asana Guide (10 Simple Steps to Managing Your Clients in Asana)

⚙️ ClickUp ⚙️ Keeper

⚙️ Xenett

⚙️ Loom

📝 Linsey Shae Consulting (use code WFQ10 for 10% off)

Bookkeeper Legal Template which provides 4 different services - Bookkeeper Services Template
Bookkeeper Bundle Agreement which includes the Referral partnership agreement, Independent Contract Agreement, Website policies, and an NDA. Bookkeeper Bundle Template

📚 Profit First by Mike Michalowicz

🏦 Relay

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Standing Out with Unique Branding: Attracting the Right Clients for Bookkeepers & Accountants with Alisha Thomas

Tue, 03 Oct 2023 00:00:00 -0400

Alyssa Lang interviews Alisha Thomas, owner and founder of Wait. What. Consulting a bookkeeping and consulting firm dedicated to helping creatives. In this episode, they cover what it takes to stand out in the industry, ways to align your content and resources with who you want to attract and so much more.

In this episode you’ll hear:

What it takes to be unique as a bookkeeper in the accounting industry
How to create content that attracts your ideal client
How to approach marketing in a different way that stands out
Tips and strategies on branding to align with who you really are

About our guest:

I’m Alisha Thomas, the owner of Wait. What. Consulting, and I live in Wilmington, NC with my husband and our son Lew. I am the brain behind the books. I have a formal degree in art and design and an informal degree in small creative business, which I gained while heading up finance, operations, and logistics for a successful textile gift company that went on to sell in Target, Walmart, and Bed Bath and Beyond. Along the way I've worked with a team of magical accountants and CPAs that helped me gain the love of numbers and the understanding of how small business works.

Connect with Alisha Thomas:

Follow Alisha on Instagram: https://www.instagram.com/waitwhatconsulting/

Schedule a Consult Call with Wait. What? Consulting - https://waitwhatcalendar.as.me/moneymoves

Resources mentioned in this episode:

💍 I Like It Here Club Classic Fine Jewelry

🎨 Drew & Kate Branding Co.

💻 Prep School

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Power of Effective Quality Control in Bookkeeping and How to Implement It

Tue, 26 Sep 2023 00:00:00 -0400

In this episode you’ll hear:

What quality control is and why this process is one of the most important processes to implement
Who is involved in quality control and who does what
Step by step process for quality control
What assets you need to create to put together quality control

Resources mentioned in this episode:

⚙️ Loom

⚙️ Notion

⚙️ Asana

⚙️ Google Docs

💻 Overview video of RightTool Popular Pro Features

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

How RightTool is Revolutionizing The Way Bookkeepers Are Working in QBO with Mark Corum

Tue, 19 Sep 2023 00:00:00 -0400

Alyssa Lang interviews Mark Corum, Developer of RightTool which is a QuickBooks Online extension that allows for ease of use, functionality, efficiency and so much more. We talk about all things RightTool and how it can really transform the way you get the work done for clients.

In this episode you’ll hear:

How RightTool creates less frustration in your work and saves you time
Top features of RightTool that stand out
How to customize your RightTool to work for you and your needs
What available AI features are included with RightTool

About our guest:

I am Mark Corum, a Greensboro NC native and boardgame fan. I joined BL in late 2017 right before graduating with a B.S. in Accounting in 2018. For a large variety of reasons I turned out to be a poor bookkeeping business owner. In 2020 I started transitioning out all of my clients and dove, or I should say tripped, into learning programming - swearing I would never touch financial software again.

Fast forward to early 2022. I thought "Hey, I will make something for QuickBooks". Today I am 100% in love with staying up far too late looking how the inner working of QBO and working with Hector Garcia on developing RightTool.

Connect with Mark Corum:

Join the RightTool Facebook Group: https://www.facebook.com/groups/righttoolpro

Follow Mark on LinkedIn: https://www.linkedin.com/in/markcorum/

Join the QB Power Hour Facebook Group: https://www.facebook.com/groups/QBPowerHour

Email Mark Corum: mark@monkbe.com

Resources mentioned in this episode:

⚙️ RightTool Pro

⚙️ RightTool Free *(Use code WORKFLOWQUEEN for $10 off per month for 14 months)

💻 Overview video of RightTool Pro Features

👥 Hector Garcia

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Insights Into My Bookkeeping Firm, Magnetic Bookkeeping, & Our Marketing Initiatives

Tue, 12 Sep 2023 00:00:00 -0400

In this solo episode, Alyssa Lang provides an update of what’s going on at Workflow Queen and her firm, Magnetic Bookkeeping & Consulting. She shares the marketing initiatives her firm is taking to stand out and be unique in the industry. She also provides golden nuggets on ways you can be different as well.

In this episode you’ll hear:

Update on what is going on at Workflow Queen and Magnetic Bookkeeping & Consulting
What marketing initiatives Magnetic Bookkeeping is putting into place
How marketing differently helps you stand out in a sea of other bookkeepers and accountants
What moves you can make today to start to implement new marketing strategies

Resources mentioned in this episode:

👥 Melissa Honan Consulting

💸 Magnetic Bookkeeping & Consulting

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Breakthrough Student Spotlight: Coaching, Learning & Executing with Erica Paynter

Tue, 29 Aug 2023 00:00:00 -0400

Alyssa Lang interviews Erica Paynter, the Founder of My Virtual Bookkeeper where her firm helps cleaning companies with their bookkeeping needs. In this episode, Alyssa and Erica discuss things from sales automation, payment plans, delegation and so much more.

In this episode you’ll hear:

How to take your sales process from manual to automated
How to roll out payment plans to clients and the logistics
How to identify things to delegate to team members
Identifying things to work on ON the business vs IN the business

About our guest:

Erica Paynter, the founder of My Virtual Bookkeeper—a game-changer for cleaning companies' bookkeeping needs. In just three years, Erica's company has grown exponentially, earning a reputation as a trusted partner in the cleaning industry. Recently, she took the leap, quitting her job to focus on her entrepreneurial passion full-time. Erica's strategic vision and dedication have fueled the company's scaling success.

Connect with Erica Paynter:

Follow her Facebook Biz page: facebook.com/myvirtualbookkeeper Follow her on Instagram: instagram.com/my.virtual.bookkeeper Friend her on Facebook: facebook.com/erica.paynter Schedule a call with her: calendly.com/myvbk/letschat

Send her an email: erica@myvbk.com

Resources mentioned in this episode:

⚙️ Anchor

⚙️ Dubsado

⚙️ GoProposal

⚙️ Notion

⚙️ ChatGPT

📝 Linsey Shae Consulting (use code WFQ10 for 10% off her templates and working with her)

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Leveraging a Team, KPIs and Automation to Create Business Success with Lekesha Hill

Tue, 22 Aug 2023 00:00:00 -0400

Alyssa Lang interviews Lekesha Hill, Founder and Owner of Hill Bookkeeping where they tailer their services to clients unique needs and work collaboratively with them to ensure they achieve their financial business goals. Alyssa and Lekesha cover a wide variety of things from

In this episode you’ll hear:

Tips and tricks to become more efficient in your business
How to identify what to outsource to team members
How to use KPIs to make informed decisions about the team and company
How to work through mindset blocks
Suggestions on different tech and how it can all be used together

About our guest:

Lekesha started her career with a degree in accounting from Rutgers University. She spent the next 20 years as an accountant and bookkeeper for CPA firms, nonprofit organizations, medical offices and real estate companies. She has the experience to create the most streamlined approach to your accounting. At Hill Bookkeeping, they tailor their services to your unique needs and work collaboratively with you to ensure you achieve your financial and business goals. Their services are designed to make it as easy as possible for you, so you can focus your energy on your dreams.

Connect with Lekesha Hill:

Check out her website: www.hillbookkeeping.net

Send her an email: hello@hillbookkeepng.net

Resources mentioned in this episode:

⚙️ Clockify

⚙️ Loom

⚙️ Slack

⚙️ ContentSnare

⚙️ Kickoff with Asana for Bookkeepers & Accountants

⚙️ Notion

⚙️ Zapier

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

How to Build a Hands-Off Training System for Team Members with Ashly Lindberg

Tue, 15 Aug 2023 00:00:00 -0400

Alyssa Lang interviews Ashly Lindberg, the Founder and CEO of Precision Advising and Consulting. She focuses on helping service-based small businesses and family farms understand their finances and how to be current and accurate so they can make sound business and financial decisions. In this episode they discuss making connections, building internal training programs and becoming work-optional.

In this episode you’ll hear:

Ways to create connection with others in the industry
The power of masterminding and community connection to drive your business forward
How she replaced her full time salary to go full time in her bookkeeping business
How to create a work-optional lifestyle to be able to take vacations as needed
How to create an internal training program for your team

About our guest:

Ashly is the founder and CEO of Precision Advising and Consulting. She focuses on helping service-based small businesses and family farms understand their finances and how to be current and accurate so they can make sound business and financial decisions.

Ashly loves to help others, especially other small business owners. She is passionate about the work and talent of each client and enjoys being her clients’ “go-to” person for all small business accounting, advising, and consulting needs.

Outside of growing into her role as a rock-solid business owner, Ashly is a visionary for new ideas and thinking outside of the box. She is all things organizational and motivational, and after braving the storms of being a small business owner for several businesses over the last 20 years, she now pours life into her clients and friends.

Connect with Ashly Lindberg:

Connect with her on Instagram (Personal): @ashly_the_accountant

Connect with her on Instagram (Business): @precision_advising

Resources mentioned in this episode:

📚 Make ‘Em Beg to Work for You by Dr. Angela E. Lauria

🎫 In Person Retreats with Workflow Queen

⚙️ Clockify

🎫 BKX

⚙️ Notion

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Mindset & Strategies for Delegating and Minimizing Mistakes with Samantha Palisoul

Tue, 08 Aug 2023 00:00:00 -0400

Alyssa Lang interviews Samantha Palisoul, Owner and HBIC (Head Bookkeeper In Charge) at Little Town Bookkeeping where she helps growth minded coaches and service providers break through their income plateau, without putting off their desires, by aligning their BIG vision with their bookkeeping. Alyssa and Samantha discuss mindset issues around hiring and how to overcome them and aligning your vision with your goals.

In this episode you’ll hear:

How to align your values with your business with your team and clients
How to help your clients align with their vision
Ways to overcome mindset blocks around hiring team members
How to implement a Quality Control process to manage errors and expectations

About our guest:

Samantha Palisoul is the owner and HBIC (Head Bookkeeper In Charge) at Little Town Bookkeeping where she helps growth minded coaches and service providers break through their income plateau, without putting off their desires, by aligning their BIG vision with their bookkeeping. When she's not working she loves hanging out with her husband, Eddie, and their dog, Nash, reading, practicing archery, and spending time with friends and family.

Connect with Samantha Palisoul:

Send her an Email: info@littletownbookkeeping.com
Check out her Facebook Business Page: https://www.facebook.com/littletownbookkeeping Connect with her on Facebook: https://www.facebook.com/samantha.palisoul Connect with her on Threads: https://www.threads.net/@slpalisoul

Resources mentioned in this episode:

☎️ Book a Free Consult Call for Breakthrough

⚙️ PayTraQer

⚙️Bnbtally

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

How to Identify Automation Opportunities for Your Bookkeeping Firm with James Rose

Tue, 01 Aug 2023 00:00:00 -0400

Alyssa Lang interviews James Rose, the co-founder of Content Snare who’s on a mission to help others gather information and documents easily from clients. We talk today about automation, Zapier, efficiency tools and tactics, and so much more. They’re on a mission to help you identify areas to be more productive and that’s what this episode is all about.

In this episode you’ll hear:

How to leverage shortcuts and softwares to help you be more productive
What efficiency softwares and tools you should consider implementing in your business
Examples of automation you can put into place in your firm
Details and ideas on different Zapier zaps that can streamline your business
How to identify areas to automate and what that process looks like

About our guest:

James Rose is the co-founder of Content Snare - a software platform that makes it easy to onboard clients and collect documents.

Once an automation engineer, his new priority is to help business owners regain their lives, be more productive and get more done in less time.

Connect with James Rose:

Check out his Content Snare website: https://contentsnare.com

Check out his website: https://jimmyrose.me
Follow him on Twitter: https://twitter.com/_jimmyrose
Connect with him on LinkedIn: https://www.linkedin.com/in/jamesrose0/

Resources mentioned in this episode:

⚙️ ContentSnare (free 14 day trial of my favorite software to get information from clients)

🎮 Elgato Stream Deck

⚙️ TextExpander

💻 The Motherload of Email Forms & Swipe Files (done-for-you templated emails created by Workflow Queen)

⚙️ ChatGPT

⚙️ RightTool

⚙️ Zapier

⚙️ Miro

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

How Breakthrough Transformed a Bookkeeper into a Thriving Firm Owner with Megan Andersen

Tue, 25 Jul 2023 00:00:00 -0400

Alyssa Lang interviews Megan Andersen, Owner and Founder of Rogue Bookkeeping Inc., a successful Canadian bookkeeping firm that helps both Canadians and United States business owners with their bookkeeping. Megan shares how her business grew and the pain points she experienced along the way and she shares her experience taking our group coaching program, Breakthrough for Bookkeepers & Accountants.

In this episode you’ll hear:

How she turned her pain points into areas of improvement
Her experience taking our program Breakthrough for Bookkeepers & Accountants
Where she was in her journey to where she is now
How she was able to get Breakthrough 95% refunded to her through a grant offered in Canada
Ways she involved her team in rolling out new tech taught in Breakthrough
Her experience transitioning from hourly pricing to value pricing

About our guest:

Megan Andersen has always loved numbers and entrepreneurship but if you told 17 year old Megan that she'd eventually grow up to own her own bookkeeping firm she'd have said you're crazy because she hates sales. (Just wait till she tells about the time she was a salesperson for a newspaper company...) Rogue Bookkeeping is the dream Megan never knew she had until it happened. She has an amazing team of bookkeepers who she loves working with and the best clients a person could ask for. They work with a variety of clients in a variety of industries, from a mom selling cake toppers on Etsy to a vacation rental property management firm to a business that imports and sells industrial AC units across North America.

Connect with Megan Andersen:

Follow her on Instagram: instagram.com/roguebookkeeping
Check out here Facebook page: facebook.com/roguebookkeeping
Email her: hello@roguebookkeeping.ca
Check out her website: roguebookkeeping.ca

Resources mentioned in this episode:

👥 The WorkFlow Watering Hole Facebook Group

💸 Canadas Community Futures Program

⚙️ Notion

☎️ Schedule a Consult Call with Alyssa Lang

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: i

How Relay Bank Empowers Bookkeepers & Their Clients Through Better Banking with Deanna Zubrickas

Tue, 18 Jul 2023 00:00:00 -0400

Alyssa Lang interviews Deanna Zubrickas, a rep from Relay Financial Bank, about their incredible banking platform and how it can help to streamline your client experience as a bookkeeper or accountant. In this episode Alyssa and Deanna dive into the newest features that Relay has released including Profit First auto transfer rules, 1% - 3% interest bearing savings accounts, Relay 2.0 and so much more.

In this episode you’ll hear:

New Profit First auto transfer rules to easily allocate money across accounts
New interest bearing savings accounts and how to encourage clients to get them
In depth allocation process from a bookkeeping firm owner
How to create a better client experience using this banking platform
How to migrate clients and yourself from your old bank to Relay

About our guest:

Deanna Zubrickas works directly with Relay’s Partners, accountants and bookkeepers, helping them deliver superior business banking to their clients. Deanna is the go-to product expert for business banking solutions and banking integrations with accounting software. She also recently completed the Profit First Professionals certification.

Connect with Relay:

Follow them on Instagram: https://www.instagram.com/bankwithrelay
Check out their Facebook Page: https://www.facebook.com/bankwithrelay
Email them: support@relayfi.com

Check out their website: https://relayfi.com/

Resources mentioned in this episode:

🏦 Sign up for Relay Accountant account

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Tips & Strategies to Prepare and Execute an Unplugged Vacation

Tue, 11 Jul 2023 00:00:00 -0400

In this solo episode, Alyssa Lang is sharing how she’s currently recording this podcast episode in Tulum, Mexico and she felt it was a great chance to share how she prepares and executes for long term vacations. She dives into why you should take an unplugged vacation, the dos and don’ts and what her process looks like to prepare and execute.

In this episode you’ll hear:

Why you should be taking an unplugged vacation
Does and don’ts for when you take an extended period of time off
What my vacation preparation process is
How to implement my vacation preparation process

Resources mentioned in this episode:

☎️ Free Consult Call

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: workflowqueen.com
Check out our courses: workflowqueen.com/courses
Follow the Blog: workflowqueen.com/blog
Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq
Connect on Instagram: instagram.com/workflowqueen
Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Mastering Time Tracking: Unleashing Efficiency and Finding the Perfect Hires for Your Bookkeeping and Accounting Firm

Tue, 04 Jul 2023 00:00:00 -0400

In this solo episode, Alyssa Lang covers everything you need to know about time tracking, the importance of what data it can produce for you, how to time track with detail and maximizing your efficiency and productivity.

In this episode you’ll hear:

Importance of time tracking and how it can produce vital data
What information time tracking provides to you
Tips and tricks to time tracking with detail
My step-by-step process for compiling time tracking data to make changes and improvements
How to get your team on board to time tracking

Resources mentioned in this episode:

⚙️ Clockify

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Scale Bigger, Hire Better and Break Through to the Next Level

Tue, 20 Jun 2023 00:00:00 -0400

In this solo episode, Alyssa Lang covers her Breakthrough Bookkeeper Approach method that covers a powerful mindset, optimizing offers, world class systems, empowered company culture and removable CEO. She dives into what it means to excel in each area and how it can impact the growth of your firm.

In this episode you’ll hear:

What the Breakthrough Bookkeeper Approach is and how it can transform your business
What type of mindset you need to have in place to get to the next level
How to identify areas of improvements with optimizing your offers
What systems you need to have in place to have a well oiled machine
How to build a team that will support you in the long term
Suggestions on how to become work optional and remove yourself from the day-to-day work

Resources mentioned in this episode:

☎️ Book a FREE Consult Call

💌 Send us an email to support@workfowqueen.com

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

The Value of Investing in Professional Photos for Your Business with Kiley Brinson

Tue, 13 Jun 2023 00:00:00 -0400

Alyssa Lang interviews Kiley Brinson, the Founder of Kiley Shai Photography who is a personal branding photographer and coach, on how to elevate your business’ branding by leveraging a brand photoshoot. Alyssa and Kiley deep dive into the process of a brand photoshoot, Alyssa shares her experience working with Kiley and Kiley breaks down what to expect, the process and some golden nuggets to DIYing your own photoshoot till you have the budget to hire a photographer.

In this episode you’ll hear:

Why you should consider getting professional photos taken for your business
Benefits of visual content for your business and how it can elevate your brand
How to choose the right photographer for your personal branding
What to expect of the photoshoot process
Where to us your photoshoot photos to build your companies branding

About our guest:

Kiley Shai is a personal branding photographer & photography coach for the bubbly ambitious #bossbabes of the world! Not only does she help female business owners build their brand presence & stand out in their industry through photography, but she also get to help other photographers who want to pivot into branding, build their dream life & business doing the same!

Connect with Kiley Brinson:

Follow her on Instagram: @kileyshaiphotography

Send Kiley an email: kileyshaiphotography@gmail.com

Check out her website: https://www.kileyshaiphotography.com

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Guide to Exploring our Tailored Programs & Resources for Bookkeepers & Accountants

Tue, 06 Jun 2023 13:00:00 -0400

In this solo episode, Alyssa Lang covers how our programs and resources came to life, the journey of serving others in the industry and ways to work with our team here at Workflow Queen.

In this episode you’ll hear:

How our programs and resources at Workflow Queen came to life
Where Alyssa is currently at in her journey with her firm, Magnetic Bookkeeping & Consulting
Breakdown of all of our programs with details on what stage in business you should be at
How to get the support you need in your bookkeeping or accounting firm

Resources mentioned in this episode:

💻 Workflows in a Weekend for Bookkeepers & Accountants

📝 1:1 Coaching application to work with Alyssa Lang

💻 Retreats for Bookkeepers & Accountants

☎️ Book a FREE Consult Call

👥 Ambitious Bookkeeper

💌 Send us an email to support@workfowqueen.com

👥 Conquering Workflows & Systems for Bookkeepers & Accountants Facebook group

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Legal Insights for Sustainable Success: Building a Business with Long-Term Stability with Aleece McKnight

Tue, 06 Jun 2023 00:00:00 -0400

Alyssa Lang interviews Aleece McKnight, the founder and owner of The Law Office of Aleece McKnight and also a wicked smart attorney. Alyssa has been working with Aleece McKnight for almost three years now and leans on her to provide her legal advice and everything in between. Aleece has a lot of golden nuggets to share on this interview.

In this episode you’ll hear:

Whether it's cool to swipe a contract from someone else for your own business
What disclaimers you should include in your contracts
When you need to send my existing clients new contracts
When an addendum is important for your contracts
When you should reach out to a lawyer for support

About our guest:

Aleece McKnight, Esq. is the CEO at the Law Office of Aleece McKnight, a law firm specializing in trademarks, copyrights, business formation, and contracts. She provides comprehensive legal services and education for creative entrepreneurs, helping them secure their intellectual property and business. With years of experience, Aleece is a trusted advisor to her clients as they grow their businesses and expand their brand. A recognized expert in copyright and trademark protection, she's been featured on podcasts, articles, and as a speaker at conferences. Aleece is the ultimate legal plug for anyone looking to secure their intellectual property with confidence.

Connect with Aleece McKnight:

Follow her on Instagram: @aleece_mcknight_law Connect with her on Facebook: Law Office of Aleece McKnight Send her an email: contactus@aleecemcknightlaw.com

Resources mentioned in this episode:

📝 Trademark Pocket Pack (Quick guide into creating a strong trademark, the trademark process, and FAQs)

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Overcoming Burnout: Aligning Your Work with Authenticity, Alignment, and Purpose with Tasha Triana

Tue, 30 May 2023 00:00:00 -0400

Alyssa Lang interviews Tasha Triana, the owner and founder of The Nurtured Nurse, about all things boundaries, burnout, overwhelm with running and business and tips and tricks on the best way to prioritize yourself so you can better serve your clients and your team.

In this episode you’ll hear:

How to identify when you’re burnt out and need a break
The importance of listening to our inner needs
How to prioritize yourself over you business to help you move faster in business
Examples of an effective morning routine
How to structure your own self-care system that will support your business and your life

About our guest:

Tasha Triana, RN, BSN, MA, is a Registered Nurse turned Life and Purpose Coach and Hypnotherapist. She is also a certified yoga & meditation teacher, reiki master, and holds a Master’s Degree in Psychology.

Early on in her almost decade of working in the hospital setting, Tasha experienced severe burnout. While this was an extremely challenging time in her life, it was also an enlightening one, as it helped Tasha truly understand the importance and necessity of daily self-care practices. Her time working in the hospital also enabled her to uncover her true passion for mind, body, and spirit healing and well-being.

Tasha is on a mission to teach and empower her clients to prioritize themselves, build self-awareness, and let go of limiting beliefs so that they can live their most authentic and aligned lives.

Tasha works with clients 1:1 and in groups, hosts workshops, and leads retreats. In her free time, she is out exploring the world. She loves traveling, getting out in nature, hiking, and eating all the tropical fruit she can find.

Connect with Tasha:

Check out her website: www.thenurturednurse.co

Follow her on Instagram: https://instagram.com/thenurturednurse

Resources mentioned in this episode:

🙏🏼 Tasha Triana Women's Wellness Retreat in Nicaragua
October 7, 2023- October 13, 2023
https://www.wetravel.com/trips/women-s-tropical-wellness-retreat-the-nurtured-nurse-san-juan-del-sur-nicaragua-83656756

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Tech Stack Simplified: The 5 Core Systems Every Bookkeeper and Accountant Needs

Tue, 23 May 2023 00:00:00 -0400

In this solo episode, Alyssa Lang covers how to build an efficient and effective tech stack for your bookkeeping or accounting firm. She dives deep into understanding the five core systems to have in place, how to identify the tech you need and implement them without feeling tech stress and overwhelm.

In this episode you’ll hear:

What 5 core systems I recommend you have at any stage in business
How to identify your tech stack for your firm
How to get rid of unnecessary tech and save room for the tech that serves you
How long you should be testing new tech that you roll out
Easiest way to integrate your tech stack to work seamlessly for your company

Resources mentioned in this episode:

⚙️ Magnetic Bookkeeping Tech Stack

💻 Onboarding on Autopilot (Ambitious Bookkeepers Dubsado for bookkeepers program)

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

The Art of Delegation: Allowing Others To Shine with Jeremy Van Groll

Tue, 09 May 2023 00:00:00 -0400

I interview Jeremy Van Groll, Founder and President of Nonprofit Bookkeeping and his Operations Manager, Megan Reif. Jeremey shares his point of view of bringing on someone in his team to implement new tech, systems and automation while Megan shares her experience in implementation and presenting changes to Jeremy.

In this episode you’ll hear:

How to hire, mentor, and find the right people to implement on your behalf
How to guide team members to offer changes and implement to make them feel empowered
What creating new tech, systems, and processes can do to transform your business
Tips on cultivating a positive work enviornment that people would kill to work in
How Breakthrough for Bookkeepers & Accountants transformed Jeremey’s firm and allowed him to have his team implement the program

About our guest:

Jeremy Van Groll is an incorrigible financial nerd and is the founder and President of Nonprofit Bookkeeping. Jeremy has a Masters in Financial Management and has twenty years of experience in leadership roles including corporate accounting, banking, data analysis, and compliance reporting. Nonprofit Bookkeeping partners with domestic and international organizations to implement efficient financial and data management processes that allow nonprofit leaders to focus their efforts on their Mission and building relationships with Donors.

Jeremy has been featured speaker on optimizing both personal and organizational financial management and was nominated for the Foundations Ethics in Business award. When not geeking out on spreadsheets, Jeremy enjoys attending concerts, singing karaoke, and following sports, especially the soccer and gymnastics teams of his two sons.

Connect with Jeremy Van Groll:

Connect on Instagram: @nonprofit_bookkeeping
Follow them on Facebook: www.facebook.com/nonprofitbookkeeping
Connect with him on LinedIn: www.linkedin.com/company/nonprofit-bookkeeping
Email: clientcare@nonprofitbookkeeping.com
Check out their website: www.nonprofitbookkeeping.com

Resources mentioned in this episode:
⚙️ Miro

⚙️ Notion

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook:

The Hidden Driver of Success: How Culture and Metrics Shape Your Company's Future with Tyler Otto

Tue, 02 May 2023 00:00:00 -0400

I interview Tyler Otto, Co-Owner of Speciality Bookkeeping, LLC where he escaped the corporate space to go full force in growing his bookkeeping firm. We dive into a wide variety of topics along the lines of aligning your team with your goals, brining on a business partner, KPIs to track and top recommended tech and software we love and use.

In this episode you’ll hear:

How to measure success and creating a solid company culture
The importance of KPIs and metrics to measure growth for your firm
Implementing a bonus structure that makes sense
What it’s like to bring in a business partner and the process
Suggestions of tech and software to make things run smoother

About our guest:

Tyler Otto along with his wife Karen are the owners of Specialty Bookkeeping, LLC, where he has developed a winning formula for an innovative, virtually based accounting and tax firm. His company leverages technology to simplify client’s financial processes, creating greater visibility into their financials and driving profit. He has extensive experience in the finance side of the hotel and tourism industry where he has also served as the Corporate Director of Finance with Imprint Hospitality in 2020.

Tyler has a passion for team development and promoting fun and collaborative cultures. He believes that a dedication to continuous improvement and learning is the backbone of any successful venture.

Tyler is a fanatic about making new relationships and collaborating with others on large projects. He lives in Salt Lake City, Utah with his wife Karen and two children. When he’s not geeking out in Visual Basic, he’s found in the woodshop doing any number of woodworking projects, or on his road bike.

Connect with Tyler Otto:

Follow Tyler on Instagram: @specialtybk
Like & Subscribe to his YouTube Channel: Youtube.com/c/SpecialtyBookkeepers
Connect on LinkedIn: www.linkedin.com/in/tylerdotto/

Resources mentioned in this episode:

⚙️ Fathom

📝 Cliftons Strength Finders quiz

📕 Rocket Fuel by Gino Wickman

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Plooto: The Most Affordable & User Friendly System to Get Paid by Clients with Hamed Abbasi

Tue, 25 Apr 2023 00:00:00 -0400

Alyssa Lang interviews Hamed Abbasi, the Co-Founder and CEO of Plooto, where they help bookkeeping and accounting firms to help pay their clients bills, be easily paid by clients and other cashflow management systems. In this episode we discuss how Plooto helps with receiving clients payments via ACH, permissions and controls within Plooto, other capabilities Plooto has in leveling up your services.

In this episode you’ll hear:

How Plooto streamlines the invoicing process, making it easier to charge clients
Ways to customize permission controls to grant specific access levels to your team members
Why Plooto is the most financially smart software to avoid massive fees for taking client payments
Other options Plooto offers to help you assist your clients and your firm

About our guest:

Hamed Abbasi is the Co-founder and CEO of Plooto. Plooto helps finance teams within Small- to Medium-Sized Businesses (SMBs) manage and maximize their cash flow through end-to-end Payment Ops Automation. Plooto is utilized by over 9,000 customers in the US and Canada. Prior to Plooto, Hamed was the Co-founder of Vast Studios, a multi-platform Casual Gaming company, Vast Studios, which was acquired by Imperus Technologies.

Plooto is an integrated payment automation platform built exclusively for SMBs. Plooto’s turnkey solution has completely re-engineered the accounts payable and receivable experience by eliminating manual data entry, replacing checks and wires by seamlessly connecting to over 6,000 Financial Institutions, and automating the reconciliation process by integrating with the leading accounting platforms. Plooto’s mission is to help SMBs run better. For more information, please visit https://www.plooto.com/

Connect with Hamed Abbasi:

Connect on Twitter: https://twitter.com/PlootoInc
Connect via Facebook: https://www.facebook.com/plootoinc
Connect via LinkedIn: https://www.linkedin.com/company/plooto/
Follow them on Instagram: https://www.instagram.com/plootoinc
Subscribe to their YouTube channel: https://www.youtube.com/@Plooto
Book a Demo of Plooto: https://calendly.com/plooto-demo/getstarted

Resources mentioned in this episode:

⚙️ Plooto

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

How to Approach Clean Ups and Diagnostic Reviews For Your Clients with Veronica Wasek

Tue, 18 Apr 2023 00:00:00 -0400

I interview Veronica Wasek, Founder of VM Wasek and 5MB Academy where she helps bookkeepers and accountants through he videos, resources and her programs. We discuss all things clean ups, how to approach them and what’s the best way to know when you’re done.

In this episode you’ll hear:

How to approach a diagnostic review on prospects books
How to leverage your clean up process in sales conversations
Recommended clean up softwares to get the job done easier
What the expected time frame and average for completing clean ups

About our guest:

Veronica Wasek is an accomplished entrepreneur, influencer, educator, and accountant. She is the CEO and Founder of VM Wasek – an accounting and consulting firm that specializes in helping Shopify sellers. Her presence in social media is well-known, including her 5 Minute Bookkeeping YouTube Channel, blog, and Facebook community. She also runs the 5MB Academy, an online academy for bookkeepers and accountants. Veronica is a Certified Public Accountant and is advanced certified in QuickBooks Online. Her expertise has earned her a spot among the Top 100 and Top 10 QuickBooks ProAdvisors. Veronica lives in Sugar Land, Texas and enjoys spending time with her husband Eric at their farm.

Connect with Veronica Wasek:

Check out her YouTube channel: @5MinuteBookkeeping
Join her Facebook group: https://www.facebook.com/groups/5minutebookkeeping
Follow her on Instagram: @5MinuteBookkeeping

Resources mentioned in this episode:

👥 5 Minute Bookkeeping Facebook group

🎥 5 Minute Bookkeeping YouTube Channel

📝 Smart Review Checklist (Free checklist and learn how to review prospective clients' books in just 15 minutes )
💻 Complete QBO Cleanup System
💻 QBO Paid Diagnostic Review System

💻 5MB Academy (all programs and resources created by Veronica Wasek)

⚙️ Asana

⚙️ Keeper

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

How to Leverage Social Media to Create Relationships with Your Ideal Clients with Alex Beadon

Tue, 11 Apr 2023 00:00:00 -0400

In this episode you’ll hear:

The changes Alex has seen in business since she started over 10 years ago and how social media has shifted
How to show up as an introvert on social media
How to build relationships with your audience clients online and through social media
How to be consistent and how to recognize when you need to give yourself a break
How creating rinse and repeat methods helps your business thrive
How to value yourself and work through your money mindset issues

About our guest:

Alex Beadon has been launching online courses and digital offers since 2011. She creates epic, branded, online experiences that are unforgettable. She is a Launch Strategist who helps online course creators scale their courses by teaching her signature six-figure launch framework in her program, Together We Launch.

Connect with Alex Beadon:

Connect on Instagram: @alexbeadon

Resources mentioned in this episode:

💻 Project Storyline (Alex Beadons membership program that provides prompts for social media)

💻 Together We Launch (Alex Beadons group coaching program for launchers)

📚 The Law of Divine Compensation by Marianne Williamson

⚙️ Notion

🎙On Purpose with Alex Beadon podcast

📚 Lucky Bitch by Denis Duffield-Thomas

📝 The Launch Expansion Method Training (Learn how to scale your online course to six, multi-six, or even SEVEN figures with this FREE training!)

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

What to Expect When Your Bookkeeping Business is on Track to Hit $1 Million with Jolene Fleming

Tue, 04 Apr 2023 00:00:00 -0400

In this episode, I interview Jolene Fleming, CEO of Upper Left Accounting, incredible business owner and mother. We talk about her experience with buying a book of business, how she implemented systems and processes that transformed her business and how she's on track to hitting $1 million dollars.

In this episode you’ll hear:

What it was like for Jolene to purchase a book of business from another firm owner
The process of a buy out and what that looks like
How much she bought the business for
How she implemented efficiencies, SOPs, processes, etc. in growing the business
How she implemented Kickoff with Asana for Bookkeepers & Accountants in 4 days
How she implemented Breakthrough for Bookkeepers & Accountants and how it changed her firm
Her experience taking vacation and time away from the business

About our guest:

Jolene Fleming is the CEO of Upper Left Accounting and she’s a profit and growth strategist, opportunity detector and someone who’s never met a puzzle she didn’t like. Jolene wants to win for her clients. Unapologetically growth-driven, Jolene's financial strategies turn small businesses into not-so-small businesses. She's transparent and unambiguous about it and still bubbles up with joy every time her tactics help someone reach a level of success that exceeds their expectations.

The entrepreneurial spirit is deep-rooted in Jolene’s DNA. She comes from a long line of business owners including her grandfather who was a veterinarian, and her great great grandfather who invented the sleeping bag. When she’s not driving profits up for her client list, you’ll find Jolene riding horses with her sister and mom, or beach loafing with her husband, and three kids!

Connect with Jolene Fleming:

Connect with her on Facebook: facebook.com/upperleftaccounting.com
Connect on Instagram: @upperleftaccounting

Resources mentioned in this episode:

⚙️ Loom (screen recording software)

⚙️ Miro (virtual white boarding and process mapping tool)

🔨 Whiteboard Wallpaper

⚙️ Jasper.ai

📝 Bookkeeper Services Business Bundle Agreement

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Legal Questions Bookkeepers & Accountants Often Ask (Answered!) with Linsey Levine

Tue, 28 Mar 2023 00:00:00 -0400

I interview Linsey Levine, the owner of Linsey Shae Consulting and an amazing lawyer. In this episode we dive into all the necessary legal things you should be aware of as a bookkeeper, contracts you should have in place and so much more. Linsey is a wealth of knowledge and this episode is jam packed with tips.

In this episode you’ll hear:

What to do when you have legal questions and how to find the right legal professional for your needs
What contracts you should have in place for your bookkeeping business
Why you should have contracts reviewed by a lawyer
The scary things that can happen when you don’t legally protect your company

About our guest:

Bringing over 15 years of experience in the legal and compliance world to your small business I have spent over decade working in corporate America, including Comcast, the Miami Heat and most recently Meta. After graduating from New York Law School, I worked as in-house counsel for Comcast where I gained extensive knowledge in contract law. During that time I was also promoted to Chief Compliance Officer of my division, it was then I realized the importance of creating a strong foundation, no matter the size of the company.

Connect with Linsey Levine:

Connect on Instagram: @linseyshaeconsulting
Connect via email: linsey@linseyshaeconsulting.com

Visit her website: www.linseyshaeconsulting.com

Resources mentioned in this episode:

*Use code WFQ10 on any of her templates for 10%

📝 Bookkeeper Services Agreement

📝 Tax Service Business Bundle Agreement

📝 Tax Service Agreement

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Follow the Blog: workflowqueen.com/blog

Check out our courses: workflowqueen.com/courses

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Asana: The Best Tool for Streamlining Your Workflows as a Bookkeeper

Tue, 21 Mar 2023 00:00:00 -0400

In this solo episode, I cover the hot topic everyone wants to chat about… project management systems. We dive into the project management I’ve been using for years, the benefits and my experience testing other softwares along the way.

In this episode you’ll hear:

What project management system I love, use and recommend
Why bookkeepers and accountants need to have a project management system in place no matter what stage you’re at
The benefits of using Asana for bookkeeping firms
Solution to getting your project management system set up quickly

Resources mentioned in this episode:

⚙️ Asana

💻 5 Day Free: Workflows Made Simple Challenge (3/27 - 3/31)

💻 Free Asana Guide: 10 Simple Steps to Managing Your Clients in Asana

⚙️ Keeper

💌 Subscribe to our newsletter

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Failures That Brought Success in Business with Melissa Honan

Tue, 14 Mar 2023 00:00:00 -0400

I interview Melissa Honan, the CEO of Bookkeeping for Painters and the founder of Melissa Honan Consulting. We dive into the reality of things that felt like failures but turned into successes, we talk a lot about the legal side of business and how to deal with the ups and downs in building your business.

In this episode you’ll hear:

The failures that Bookkeeping for Painters experienced that turned into successes
The reality of what a team member can do upon quitting
How differences between thought processes and point of views can make things feel out of alignment
Why you should get strong legal contracts to protect yourself, your company and team members
Why it’s so important to document issues with team members
Importance of not stealing other peoples hard work and instead make things your own
How not being honest with yourself can backfire on you

About our guest:

Melissa Honan is the CEO of Bookkeeping For Painters, a bookkeeping & tax firm that works exclusively with painting businesses. Under her leadership, Bookkeeping For Painters serves over 130 clients at $1.5 million in annual recurring revenue.

In addition to her role at Bookkeeping for Painters, Melissa is a Business Sales & Marketing Coach for bookkeeping business owners that want to scale their businesses to 6- or 7-figures. An introvert herself, Melissa has 15 years of sales management experience with proven tools and techniques to teach anyone how to sell comfortably and confidently.

Connect with Melissa Honan:

Instagram: https://www.instagram.com/officialmelissahonan/
Facebook: https://www.facebook.com/melissahonanconsulting
LinkedIn: https://www.linkedin.com/in/melissahonan/
Facebook Group: https://www.facebook.com/groups/tipsforbookkeepers
Email: melissa@honanconsultinggroup.com
Website: https://melissahonan.com/

Resources mentioned in this episode:

👥 Sales & Marketing Tips for Bookkeepers Facebook Group

📝 Melissa’s One-on-One Coaching Application

💻 How to Increase Client Prices Mini Course

⚙️ Slack

⚙️ Notion

📝 Linsey Shay contracts (use code WFQ10 for 10% off contracts):

Bookkeeper Legal Template which provides 4 different services - Bookkeeper Services Template
Bookkeeper Bundle Agreement which includes the Referral partnership agreement, Independent Contract Agreement, Website policies, and an NDA - Bookkeeper Bundle Template

⚙️ Grammarly

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants

#1 System We Can’t Live Without with Brooke Swan

Tue, 07 Mar 2023 00:00:00 -0500

I interview Brooke Swan, owner and founder of Clarity Bookkeeping & Consulting who’s on a mission to help her clients gain more clarity in their finances. She’s become an educator in this space and today we talk about our favorite project management system and some key features that have helped created success over the years.

In this episode you’ll hear:

Why we chose the project management system we use
How to utilize the description boxes in your project management system
Creating daily checklists to make you more efficient
Features of our favorite project management system

About our guest:

Resources mentioned in this episode:

💻 Workflows Made Simple 5 Day Free Challenge (March 27th - March 31st)

👥 Sales & Marketing Tips for Bookkeepers Facebook Group

⚙️ Asana

⚙️ Notion

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

How to Make What We Do Sound Interesting Through Copywriting with Jennifer Curfman

Tue, 28 Feb 2023 09:00:00 -0500

I interview Jennifer Curfman, the founder of Untamed Creative and incredible copywriter for business owners who want to create an unforgettable brand voice that feels authentic to them. We dive into the what a copywriter can do for your bookkeeping business and how to make what we do exciting through words.

In this episode you’ll hear:

How to determine content ideas based off surveying your clients
How to gather data and information that your clients and prospects want to know more about
Tips, tricks and ideas to use AI to help you create content and copy
How to be authentic in your own voice when explaining what we do
How to leverage a copywriter to help you attract prospects through freebies

About our guest:

Jennifer is the owner of Untamed Creative and copywriter for business owners who want to create an unforgettable brand voice that feels authentic to them, instead of sounding like a generic nothingburger. She looks terrible in stripes, pretends to know how to crochet, and will always say YES to ordering a pizza.

Connect with Jennifer Curfman:

Visit her website: https://www.untamed-creative.com/

Connect on Instagram: instagram.com/untamed.creative/

Email Jennifer: jennifer@untamed-creative.com

Free Voice of Customer Data Course (learn how to get the best testimonials and helpful customer feedback): https://untamedcreative.ck.page/free-voc-course

Resources mentioned in this episode:

⚙️ Loom (video & screen recording)

⚙️ Voxer (voice note app)

⚙️ Kartra (marketing software)

⚙️ Chat GPT

💻 Free Voice of Customer Data Course (learn how to get the best testimonials and helpful customer feedback)

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Leveraging Content Snare to Easily Gather Information from Clients with James Rose

Tue, 21 Feb 2023 00:00:00 -0500

I interview James Rose, the co-founder of Content Snare who’s on a mission to help others gather information and documents easily from clients. We talk today about the ways Content Snare can fit into your firm and how to leverage it.

In this episode you’ll hear:

What Content Snare is and how it can help you in your firm
How to ensure you get the right information through rejecting and requesting information
Comparing Content Snare to other softwares and how it’s different
Why you shouldn’t rely on one software to “do it all”
How to create a great client experience with Content Snare
How Content Snare fits into a tech stack for bookkeepers
How to reduce overwhelm for clients in onboarding and monthly requests

About our guest:

James Rose is the co-founder of Content Snare - a software platform that makes it easy to onboard clients and collect documents.

Once an automation engineer, his new priority is to help business owners regain their lives, be more productive and get more done in less time.

Connect with James Rose:

https://contentsnare.com

https://jimmyrose.me Twitter: https://twitter.com/_jimmyrose LinkedIn: https://www.linkedin.com/in/jamesrose0/

Resources mentioned in this episode:

⚙️ ContentSnare (free 14 day trial of my favorite software to get information from clients)

⚡️ Magnetic Bookkeeping tech stack (this is the exact tech stack I use at my firm)

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Building a $1.5 Million Firm with no Bookkeeping Experience with Melissa Honan

Tue, 14 Feb 2023 00:00:00 -0500

I interview Melissa Honan, the CEO of Bookkeeping for Painters and the founder of Melissa Honan Consulting. We dive into the unique sales approach she’s taken to building her firm to $1.5 million and how you can apply these same tips to create a better sales experience for you and your prospects.

In this episode you’ll hear:

How Melissa leveraged her prior sales experience in building her firm to $1.5 million
Creating a personable sales approach for clients
Suggested ways to utilize sales tactics to convert clients
Conversations to have for higher conversions without talking about services
How to educate prospects and bring value
Creating unique touch points in your sales process

About our guest:

Connect with Melissa Honan:

Instagram: https://www.instagram.com/officialmelissahonan/
Facebook: https://www.facebook.com/melissahonanconsulting
LinkedIn: https://www.linkedin.com/in/melissahonan/
Email: melissa@honanconsultinggroup.com
Website: https://melissahonan.com/

Resources mentioned in this episode:

📝 Melissa’s One-on-One Coaching Application

💻 How to Increase Client Prices Mini Course

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

Adjusting Month End Close Due Dates to Better Manage Client Work with Brooke Swan

Tue, 14 Feb 2023 00:00:00 -0500

I interview Brooke Swan, owner and founder of Clarity Bookkeeping & Consulting who’s on a mission to help her clients gain more clarity in their finances. She’s become an educator in this space and today we talk about how to identify month end deadlines and how to shift them for clients to create better project management for herself and her team.

In this episode you’ll hear:

The original due date Brooke set for herself and her team to hand over financials
The reality of managing month end close for a large amount of clients
Due date options for sending clients final reports
How to get passed unrealistic pressure we put on ourselves
How to survey your clients to determine what day they want their reports
How to get input from your team and make changes for the better

About our guest:

Resources mentioned in this episode:

💻 Bookkeeping Business Accelerator by Serena Shoup

💻 Bookkeeper Launch program

🎙 BKX Conference (in person bookkeeper conference)

🔗 CloudHQ

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

What to Expect When Your Priorities Change From When You First Started Your Business with Serena Shoup

Tue, 14 Feb 2023 00:00:00 -0500

I interview Serena Shoup, a full time educator and CPA who’s the owner and founder of both Ambitious Bookkeeper and Of Course Bookkeeping. She shares what business is like when your priorities shift throughout the years, exercises you can do to align yourself with your priorities and what her word of the year is.

In this episode you’ll hear:

The difference in priorities at the start of your business vs when you’ve been doing this a while
An easy exercise to put your priorities into perspective
How we shifted the Breakthrough retreats to help so many bookkeepers
What discipline looks like in business

About our guest:

Serena is the owner and founder of Ambitious Bookkeeper and Of Course Bookkeeping and she’s on a mission to change the way the industry operates!

Connect with Serena Shoup:

Visit her website: ambitiousbookkeeper.com

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

Resources mentioned in this episode:

🎙 Ambitious Bookkeeper Podcast

💻 Elevate by Serena Shoup