Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
Alyssa Lang
Conquering Workflows & Systems with Alyssa Lang, aka the Workflow Queen, is a show dedicated to bookkeepers and accountants who want to use tech, automation, workflows and systems into their firm so they can scale. We will help guide you on the best tools, softwares and systems that bookkeepers and accountants can use to help you run your firm on autopilot. Our goal is to help you to scale bigger, hirer better and breakthrough to the next level! Conquering Workflows & Systems with the Workflow Queen will provide solo teaching episodes as well as interviews with industry experts to help you grow...
The Conversations You’re Avoiding Are Costing You: How to Have Tough Talks with Your Team
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 frameworkWhy hard conversations ar
Feb 18, • 38:02
The Hard Truth About Leadership: What It Really Takes to Scale
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 firmHow to
Feb 11, • 48:51
Why Your Story Matters: Using Brand Videos to Attract Dream Clients with Mariana Henninger
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.comResources ment
Feb 11, • 34:28
Lessons from Year-End: What Worked, What Didn’t, and What to Improve
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 wrongWhat steps to take to fix yea
Feb 4, • 34:58
Creating Connections: The Must-Attend Event for Women in Accounting with Erin Pohan
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 2025How networking and community building can take your business to t
Jan 7, • 37:17
100th Episode Special: Ask Me Anything About Scaling a Bookkeeping Firm
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:Ho
Dec 31, 2024 • 56:05
Simplify and Track Client Requests with Ease with Brooke Swan
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 teamWhy losing track of client requests can create more work
Dec 24, 2024 • 20:46
How to Streamline Client Onboarding Using Automation with Brooke Swan
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 processesHow to visually map out processes for better clarity and workflowWhy separat
Dec 19, 2024 • 41:00
How to Creating a Stress-Free Holiday Closure for Bookkeepers & Accountants
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
Dec 17, 2024 • 31:11
Why You Should Stop Emailing Your Clients To Gather Information & Do This Instead with Brooke Swan
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 clientsHow Content Snare streamlines and a
Dec 12, 2024 • 34:05
Elevate Your Year-End Process: Tools, Tips, and Client Expectations
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 workflowsWhy clear client communication and setting expectati
Dec 10, 2024 • 36:22
Streamlining Client Requests: How Transforming Your Process Can Boost Efficiency and Results with Brooke Swan
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 thenWhat softw
Dec 5, 2024 • 45:45
Building a Seamless Onboarding System for Your Clients
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 processHow to separate
Dec 3, 2024 • 35:30
Unlocking Hidden Profits: The Secret to Maximizing Client Margins
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 firmsWhat strategies t
Nov 26, 2024 • 19:56
Attracting Your Dream Clients: Marketing Strategies That Actually Work
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 v
Nov 12, 2024 • 41:29
Pricing for Profitability: How to Make Sure Every Client is Worth It
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 themHow to calculate the true cost of each client and ensure they’re worth your timeWhat valu
Nov 5, 2024 • 31:38
Exciting News: The New Direction of Workflow Queen – What’s Coming Next!
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 QueenWhat micro offers and new resources are being introduced for bookkeep
Oct 29, 2024 • 25:57
The Art of Pricing: Insights on Creating Value and Confidence in Your Pricing with Helena Donald
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 growt
Oct 15, 2024 • 40:06
How and When to Fire Clients: Best Practices for Bookkeepers & Accountants
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 clientWhen to fire a client and the logistics that go with itHow to communicate to your clie
Oct 8, 2024 • 32:28
Mastering Client Experiences: Unveiling Secrets to Winning Proposals and Satisfaction with Christy Bowie
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 likeWhat an outstanding proposal process looks likeHow to connect clients with the right team member to better ser
Oct 1, 2024 • 39:47
Letting Go of Sales and Empowering Growth Through Communication with Scott Scarano
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 successHow to let go of the sales process to your teamWhy ov
Sep 17, 2024 • 47:12
Adjusting Month End Close Due Dates to Better Manage Client Work with Brooke Swan
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 financialsThe reality of managing mo
Sep 10, 2024 • 47:34
The Manifestation Shift: Unleashing Confidence and Abundance in Your Business with Alyssa Simpson
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 realityWhy it's important to priorit
Sep 3, 2024 • 54:33
How to Become a Removable CEO & Build a Work-Optional Business
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 mindsetHow to optimize your offers to align with more profit and ability to afford your dream teamWhat systems you need to have in place in order to easily delegate
Aug 29, 2024 • 37:52
The Power of Niching Down: The Path to a Thriving Bookkeeping and Accounting Business with Sarah Bratcher
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 bu
Aug 27, 2024 • 42:20
Step-by-Step Quality Control Process to Eliminate Errors in Your Work
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 implementWho is involved in quality control and who does whatStep by step process for quality controlWhat assets you need to create to put together
Aug 22, 2024 • 22:55
Spotting & Solving Your Business’s Core Issues for Bookkeepers & Accountants
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 systemsWhy focusing on one core process for significant progress is more effective than tackling everything at onceCommon mistakes bookkeepers and accountants make with
Aug 20, 2024 • 35:51
The Alyssa & Serena Show Part 2
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 servicesStrategies for hiring and delegating tasks to your teamHow to effi
Aug 15, 2024 • 1:03:14
The Alyssa & Serena Show Part 1
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 haveWhat it’s like to feel overwhelmed and unmotivated after a breakHow to empower your team membersHow Alyssa & Serena’s friendship and business relationship evolvedWh
Aug 13, 2024 • 1:02:28
Pricing for Growth: Aligning Client Fees with Your Business Goals
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 growthHow to determine your base rate and ideal price, and gradually increasing rates to align with your financial goalsIdentifying and mastering one core problem at a time to effectiv
Aug 6, 2024 • 21:38
Unstoppable Mindset: Conquering Fear, Embracing Success, & Elevating Your Business
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 successHow to shift what you tell yourself and your mindset to get to the next levelWhat solutions to create in order to break through your mindset issuesHow to align your business
Jul 30, 2024 • 38:47
Stress Relief Techniques & Mindful Movement for Business Owners with Nicole Staples
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 clientsTechniques to control your breathing and center yourself for entrepr
Jul 23, 2024 • 37:04
Identifying Team Issues and Making Strategic Changes for Success
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 memberHow to help set up your team for success and measure their KPIs to ensure they are on trackHow to identify what areas your team needs improveme
Jul 16, 2024 • 29:08
How to Create an Aligned Business and Life with Ashley Strong Smith
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 familyHow to pivot when life takes you down different paths and allow it to unfold in front of youWhat practical steps y
Jul 2, 2024 • 49:37
Handling Past Due Books: Setting Expectations, Additional Pricing, and Client Communication
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 clientsWhat expectations to set in place with your clients on ensur
Jun 25, 2024 • 25:16
Essential Hiring Compliance Questions Answered by HR Expert Matt Tipton
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 contractorWhere to draw the line with controlling a contractors process and timeWhat an
Jun 18, 2024 • 53:11
Real Truth Behind Navigating Burnout, Hiring, and Vacation Prep
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 changeWhat it is like to rapid hire, onboard and transition 5 team members at onceHow to prepare for a 3 week vacation, fully unpluggedHow to reach out and ask for help when you
Jun 11, 2024 • 46:54
How to Ask for Help in Balancing Your Bookkeeping Business & Personal Life with Shatoria Smith
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 timeHow to ask for support from friends and family while she navigates her businessHow to make clients feel comfortable and confident when working with themAbout our guest:Shatoria is a dyna
Jun 4, 2024 • 55:56
Overcoming Impostor Syndrome: Tips for Conquering Doubt in Your Business Journey
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 youHow to remind yourself that you are not an imposterHow to lean on support to get through the moments you doubt yourselfResources mentioned in this episode:💻 Breakthrough for Bookkeepers & Accountants💻 Kickoff with Asana for Bookkeepers & Ac
May 28, 2024 • 26:35
How to Navigate New Hires, Trainings, and Different Learning Styles with Megan Dziewicki
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 bookkeepingIn this episode you’ll hear:How to navigate health issues with managing your businessWhat 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 inHow Megan used our programs Kickoff with Asana and Breakthrou
May 21, 2024 • 48:42
Finding Your Niche, Building Community, and Embracing Personal Growth in Bookkeeping with Abby Budd
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 scalingWhy you should surround yourself with others in the industry to get supportHow to niche down in your business and what that journey looks likeHow to relate to your clients and
May 7, 2024 • 53:20
How To Know What Which Problem Needs To be Fixed In The Business Right Now
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 themHow to break down the different tech, systems and processes that require the most attentionHow to stay laser focused using my step-by-step process to fixing
Apr 30, 2024 • 37:45
Streamlining Email Communication with Clients Using Missive with Philippe Lehoux
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 communicationHow to use Missive to train your team members to
Apr 23, 2024 • 37:57
Birthday Special: Overcoming Challenges, Reflections on Business, Relationships, and Self-Discovery
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 journeyAlyssa’s three biggest failures in business and how she learned from themWays to reflect on your business to see how y
Apr 16, 2024 • 35:25
Assess, Improve, Repeat: The Key Process for Post-Tax Season Reflection and Advancement
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 businessHow to approach clients and team for feedbackHow to know what to focus on when it comes to improving and changing processesThanks for listening. If this episode inspired you in some way, take a screenshot of you listenin
Apr 9, 2024 • 25:06
Tips & Tricks to Elevating Your Social Media Presence with Sydney Chase
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 withHow to choose what social media plat
Apr 2, 2024 • 54:26
Creating a Scalable Bookkeeping Business Model: A Step-by-Step Guide
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 efficientHow to build a hig-performing team by cultivating a powerful company cultureHow to implement growth strategies that will take your business to the next levelResources mentio
Mar 26, 2024 • 32:34
Aligning Business with Authenticity: Energetic Strategies for Growth with Renee Dick
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 otherHow to align your energy with your marketingHow to understand how your team operates through thei
Mar 19, 2024 • 56:35
Essential Hiring Tactics, Team Synergy, and Visionary Execution with Lori De Witt
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 teamWhy it’s important to get support from others in the industry who get what you’re going throughHow to determine what your core b
Mar 12, 2024 • 56:38
Streamlining Business Operations: Breakthrough Success in Bookkeeping with Holly Skog
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 firmHow Holly maintains her sanity and peach by building a balanced businessImpact of creating an internal training program for her teamHow she plans to tak
Mar 5, 2024 • 55:01
Get Support, Build Systems, and Breakthrough: Free Bootcamp for Bookkeepers and Accountants
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 aboutWhat you can expect to learn in the FREE bootcampWho the FREE bootcamp is for and what stage in business you need to be inHow to sign up and participate in the FREE POWER to Breakthrough BootcampResources mentioned in this episode:
Feb 27, 2024 • 20:21
Maximizing Profitability in Bookkeeping: Techniques for Financial Success
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 clientWhat journal entries to have in place on the books to help calculate profitability per clientHow to increase your profitability per c
Feb 20, 2024 • 31:13
Building Your Dream Team: Hiring and Management Tips for Bookkeepers
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 hiresHow to get support when paying team members and staying HR compliantWhat key features a job description should have to attract your ideal team memberStep-by-step process to interviewing and extendi
Feb 13, 2024 • 39:08
Efficient Bookkeeping Workflow Automation: Key Tools and Strategies
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 businessWhat 3rd party software she recommends to uplevel your automationWhy process mapping is a key component t
Feb 6, 2024 • 25:27
Dealing with Overwhelm and Being Burnout
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 businessHow to identify when you need to let go and regroupHow to pull back from overcommitting your timeResources mentioned in this episode:💌 Rea
Jan 30, 2024 • 16:46
Unique Marketing Strategies for Bookkeepers & Accountants
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 clientHow to connect with coaches and teachers in your niche to work with clientsHow to let g
Jan 23, 2024 • 31:36
Growing Efficient Systems: Lessons in Operations and Integration with Brooke Scott
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 industryWhy it is important to an
Jan 16, 2024 • 41:26
Which Program is Right for Me?
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 businessHow
Jan 9, 2024 • 32:25
How to Save a Sh*t Ton of Money on Processing Fees Using Plooto
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 processWhat subscription level we recommend to get the most out of your payment processing feesWhat features are available for you and your clients in
Jan 2, 2024 • 35:25
Best of 2023: Alyssa’s Top Wins and Favorites in Business
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 AlyssaWhat Alyssa’s favorite things from 2023 areWhat Alyssa’s major wins in her business and personal lifeResources mentioned in this episode:💻 Breakthrough for Bookkee
Dec 26, 2023 • 25:09
The Process of Transitioning Clients to a New Email: Strategies for a Smooth Changeover
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 businessHow to tell your existing clients where to reach youHow to eliminate your existing email addressResources mentioned in this episode:⚙️ Namecheap⚙️ Goog
Dec 19, 2023 • 19:19
Plan, Prepare, Succeed: Succession Planning and Building Business Systems with Julee Yokoyama
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 businessHow to pick the right experts to help you legally and logistically to help role out your planHow to inform your clients that you have a
Dec 12, 2023 • 52:33
Gathering and Showcasing Client Testimonials: Boosting Credibility for Bookkeepers & Accountants
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 offeringsWhen and where to capture testimonialsHow to showcase your client testimonialsHow to respond to negative feedback and testimonialsHow to share client wins in an eth
Dec 5, 2023 • 27:10
Enhancing Team Collaboration: Leveraging Individual Strengths with the Kolbe Assessment with Carly Clark Zimmer
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 teamHow to utilize the Kolbe Assessment and analyze the informationHow to use t
Nov 28, 2023 • 50:53
Grateful and Thankful: Celebrating Your Clients & Your Milestones
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 accomplishmentsHow to remind your clients that you are thankful for themWhat gift ideas you can have in place to give to your clients around this time of the yearWhat challen
Nov 21, 2023 • 20:45
Uplevel Your Year End Client Experience with Serena Shoup
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 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 Sidehustl
Nov 14, 2023 • 50:32
Building Wealth and Protecting Your Assets: Strategies for Financial Success with Blake Morlet
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 sideHow to adapt your financial goals for change based off your valuesHow to figure out where to st
Nov 7, 2023 • 43:03
What To Do When Your Clients Don’t Get You Everything You Need
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 workHow to leverage a project management system to assign tasks to move onHow to communicate with your clients when things are past dueHow to handle ba
Oct 31, 2023 • 26:41
Questions & Answers You’ve Been Dying to Hear About Running a Bookkeeping Firm with Kate Marchbank
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 clientsHow to make requests from clients for onboarding, clean ups and monthly bookkeepingWhy Alyssa doesn’t charge for diagnostic review
Oct 24, 2023 • 56:12
Mastering Referrals: Retaining Clients, Cultivating New Referrals, and Building a Referable Business with Stacey Brown Randall
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 businessHow to cultivate long term relationships with clients and others to help bring in referralsHer recommendation of different phas
Oct 17, 2023 • 59:44
What I Would Do Differently If I Had To Start All Over Again
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 beginningWhat documentation to have as your business growsImportance of getting solid contracts from the beginningWhat banking strategy that has changed the ga
Oct 10, 2023 • 32:13
Standing Out with Unique Branding: Attracting the Right Clients for Bookkeepers & Accountants with Alisha Thomas
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 industryHow to create content that attracts your ideal clientHow to approach marketing in a different wa
Oct 3, 2023 • 37:14
Power of Effective Quality Control in Bookkeeping and How to Implement It
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 implementWho is involved in quality control and who does whatStep by step process for quality controlWhat assets you need to create to put together
Sep 26, 2023 • 23:00
How RightTool is Revolutionizing The Way Bookkeepers Are Working in QBO with Mark Corum
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 timeTop features of RightTool that stand outHow to customize your RightTool to work for you and your needsWhat available AI fea
Sep 19, 2023 • 50:41
Insights Into My Bookkeeping Firm, Magnetic Bookkeeping, & Our Marketing Initiatives
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 & ConsultingWhat marketing initiatives Magnetic Bookkeeping is putting into placeHow
Sep 12, 2023 • 21:48
Breakthrough Student Spotlight: Coaching, Learning & Executing with Erica Paynter
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 automatedHow to roll out payment plans to clients and the logisticsHow to identify things to delegate to team membersIdentifying things to work on ON the business vs
Aug 29, 2023 • 1:03:27
Leveraging a Team, KPIs and Automation to Create Business Success with Lekesha Hill
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 fromIn this episode you’ll hear:Tips and tricks to become more efficient in your businessHow to identify what to outsource to team membersHow to use KPIs to make informed decisions about the team and companyHow to work through m
Aug 22, 2023 • 53:20
How to Build a Hands-Off Training System for Team Members with Ashly Lindberg
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 industryThe power of mastermi
Aug 15, 2023 • 1:05:50
Mindset & Strategies for Delegating and Minimizing Mistakes with Samantha Palisoul
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
Aug 8, 2023 • 58:23
How to Identify Automation Opportunities for Your Bookkeeping Firm with James Rose
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 productiveWhat efficiency softwares and tools you should
Aug 1, 2023 • 59:08
How Breakthrough Transformed a Bookkeeper into a Thriving Firm Owner with Megan Andersen
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 improvementHer experien
Jul 25, 2023 • 56:45
How Relay Bank Empowers Bookkeepers & Their Clients Through Better Banking with Deanna Zubrickas
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
Jul 18, 2023 • 48:16
Tips & Strategies to Prepare and Execute an Unplugged Vacation
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 vacationDoes and don’ts for when you take an extended period of time offWhat my vacation p
Jul 11, 2023 • 49:38
Mastering Time Tracking: Unleashing Efficiency and Finding the Perfect Hires for Your Bookkeeping and Accounting Firm
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 dataWhat information time tracking provides to youTips and tricks to time tracking with detailMy step-by-step process for compiling time tracking data to make changes and improvementsHow to get y
Jul 4, 2023 • 39:20
Scale Bigger, Hire Better and Break Through to the Next Level
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 businessWhat type of mindset you need to have in place to get to the next levelHow to identify are
Jun 20, 2023 • 33:53
The Value of Investing in Professional Photos for Your Business with Kiley Brinson
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:Wh
Jun 13, 2023 • 52:07
Guide to Exploring our Tailored Programs & Resources for Bookkeepers & Accountants
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 lifeWhere Alyssa is currently at in her journey with her firm, Magnetic Bookkeeping & ConsultingBreakdown of all of our programs with details on what stage in business you should be atHow to get the support you need in your b
Jun 6, 2023 • 46:30
Legal Insights for Sustainable Success: Building a Business with Long-Term Stability with Aleece McKnight
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 businessWhat disclaimers you should include in your contrac
Jun 6, 2023 • 54:43
Overcoming Burnout: Aligning Your Work with Authenticity, Alignment, and Purpose with Tasha Triana
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 breakThe importance of listening to our inner needsHow to prioritize yourself over you business to help you move faster in businessExamples of an effective m
May 30, 2023 • 45:40
Tech Stack Simplified: The 5 Core Systems Every Bookkeeper and Accountant Needs
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 businessHow to identify your tech stack for your firmHow to get rid of unnecessary tech and save room for the tec
May 23, 2023 • 34:19
The Art of Delegation: Allowing Others To Shine with Jeremy Van Groll
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 behalfHow to guide team members to offer changes and implement to make them feel empower
May 9, 2023 • 50:57
The Hidden Driver of Success: How Culture and Metrics Shape Your Company's Future with Tyler Otto
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 cultureThe importance of KPIs and metrics to measure growth for your firmImpl
May 2, 2023 • 1:00:01
Plooto: The Most Affordable & User Friendly System to Get Paid by Clients with Hamed Abbasi
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 char
Apr 25, 2023 • 55:51
How to Approach Clean Ups and Diagnostic Reviews For Your Clients with Veronica Wasek
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 booksHow to leverage your clean up process in sales conversationsRecommended clean up softwares to get the job done easierWhat the expected time frame and average fo
Apr 18, 2023 • 38:28
How to Leverage Social Media to Create Relationships with Your Ideal Clients with Alex Beadon
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 shiftedHow to show up as an introvert on social mediaHow to build relationships with your audience clients online and through social mediaHow to be consistent and how to recognize when you need to give yourself a breakHow creating rinse and repeat methods helps your business thriveHow to value yourself and work through your money mindset issuesAbout our guest:Alex Beadon
Apr 11, 2023 • 47:18
What to Expect When Your Bookkeeping Business is on Track to Hit $1 Million with Jolene Fleming
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 ownerThe process of a buy out and what that looks likeHow much she bought the business forH
Apr 4, 2023 • 57:35
Legal Questions Bookkeepers & Accountants Often Ask (Answered!) with Linsey Levine
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 needsWhat contracts you should have in place for your bookkeeping
Mar 28, 2023 • 41:35
Asana: The Best Tool for Streamlining Your Workflows as a Bookkeeper
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 recommendWhy bookkeepers and accountants need to have a project management system in place no matter what stage you’re atThe benefits of using Asana for bookkeeping firmsSolution to getting y
Mar 21, 2023 • 31:43
Failures That Brought Success in Business with Melissa Honan
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 successesThe reality of what a team member can do upon quittingHow differences between thought
Mar 14, 2023 • 1:00:32
#1 System We Can’t Live Without with Brooke Swan
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 useHow to utilize the description boxes in your project management systemCreating daily checkli
Mar 7, 2023 • 24:46
How to Make What We Do Sound Interesting Through Copywriting with Jennifer Curfman
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 clientsHow to gather data and information that your clients and prospects want to know more aboutTips, trick
Feb 28, 2023 • 57:14
Leveraging Content Snare to Easily Gather Information from Clients with James Rose
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 firmHow to ensure you get the right information through rejecting and requesting informationComparing Content Snare to other softwares and how it’s differentWhy you shouldn’t rely on on
Feb 21, 2023 • 42:13
Building a $1.5 Million Firm with no Bookkeeping Experience with Melissa Honan
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 millionCreating a personable sales approach for clientsSuggested ways to utilize sales tactics to
Feb 14, 2023 • 46:19
Adjusting Month End Close Due Dates to Better Manage Client Work with Brooke Swan
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 financialsThe reality of managing month end clos
Feb 14, 2023 • 45:43
The Conquering Workflows & Systems Podcast Trailer
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, @workflowqueenFor 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.comFollow the Blog: workflowqueen.com/blogConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Fa
Feb 14, 2023 • 16:29
What to Expect When Your Priorities Change From When You First Started Your Business with Serena Shoup
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 whileAn easy exercise to put your priorities into perspectiveHow w
Feb 14, 2023 • 52:36
How a Project Management System can Make you 10x More Efficient
Welcome to the Conquering Workflows and Systems for Bookkeepers & Accountants podcast, with your host Alyssa Lang, aka the Workflow Queen. In this episode I'm going dive into how using a project management system can be a game changer on how you run your bookkeeping and accounting practice. I dive deep into how to easily transitions into setting up your project management system and my personal experience on what it was like before and after I had a project management system. 5 Day FREE Workflo
Jul 17, 2021 • 29:30
What the Heck does Homer Simpson have to do with your Processes?
Welcome to the Conquering Workflows and Systems for Bookkeepers & Accountants podcast, with your host Alyssa Lang, aka the Workflow Queen. In this episode I'm going dive into how Homer Simpson can actually help you create more efficient processes. I'll chat about how to add enough information into your processes as if anyone can do it, including Homer Simpsons! Workflows in a Weekend for Bookkeepers & Accountants: https://www.buildworkflowsinaweekend.com/join you'll learn how to create work
Jul 13, 2021 • 19:18