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

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

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

💻 Breakthrough 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

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

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

💻 Breakthrough for Bookkeepers & Accountants

👩🏼‍⚖️ 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

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

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:

💻 Breakthrough for Bookkeepers & Accountants

👥 Indeed for Employers

📱Follow Alyssa Lang on her personal IG @heyalyssalang

⚙️ 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

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

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:

💻 Breakthrough for Bookkeepers & Accountants

💻 Kickoff with Asana 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

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:

💻 Breakthrough for Bookkeepers & Accountants

💻 Kickoff with Asana 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

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

💻 Kickoff with Asana for Bookkeepers & Accountants

💻 Breakthrough for Bookkeepers & Accountants

🏢 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

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:

💻 Breakthrough for Bookkeepers & Accountants

☎️ 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

💻 Kickoff with Asana for Bookkeepers & Accountants

⚙️ 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

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

💻 Breakthrough for Bookkeepers & Accountants

📘 '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

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

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

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

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:

💻 Shop 22 Marketing Co. eBooks and freebies here

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

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

💻 Kickoff with Asana for Bookkeepers & Accountants

💻 Workflows in a Weekend for Bookkeepers & Accountants

💻 Breakthrough for Bookkeepers & Accountants

⚙️ 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

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

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:

💻 Join our 5 Day Free Workflows Made Simple Challenge waitlist

💻 Kickoff with Asana for Bookkeepers & Accountants

💻 Breakthrough for Bookkeepers & Accountants

☎️ 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

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

💻 Breakthrough 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

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:

Sign up for the bootcamp: workflowqueen.com/bootcamp

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

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)

💻 Breakthrough for Bookkeepers & Accountants

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

💻 Kickoff with Asana 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

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

💻 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

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:

💻 Breakthrough for Bookkeepers & Accountants

⚙️ Clockify

👥 Why HR

⚙️ Gusto

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

💻 Bookkeeper Launch

☎️ 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

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

💻 Breakthrough for Bookkeepers & Accountants

☎️ 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

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

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:

👥 Sales & Marketing Tips for Bookkeepers & Accountants Facebook Group

💸 Melissa Honan Consulting

⚙️ Notion

💻 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

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

💻 Breakthrough for Bookkeepers & Accountants

💻 Kickoff with Asana 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

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

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:

💸 QuickBooks Online Payment Processing Fees Breakdown

💸 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

💻 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

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:

💻 Breakthrough for Bookkeepers & Accountants

⚙️ Notion

💻 Workflow Queen’s Challenges 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

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

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:

💻 Breakthrough for Bookkeepers & Accountants

🎙 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:

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Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

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

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

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

💻 FREE class on how to break up with Disappointment

💻 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

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

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 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:

🎙 Ambitious Bookkeeper Podcast

💻 Breakthrough for Bookkeepers & Accountants

⚙️ Asana

⚙️ Loom

⚙️ Notion

🎙 Serena’s Podcast Episode About Balance Sheet Reconciliations

⚙️ 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

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

💻 Breakthrough for Bookkeepers & Accountants

📚 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

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

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

💻 Breakthrough for Bookkeepers & Accountants

💻 Kickoff with Asana 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

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

📚 Generating Business Referrals Without Asking by Stacey Brown Randall

🎙 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

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

💻 Kickoff with Asana for Bookkeepers & Accountants

⚙️ ClickUp ⚙️ Keeper

⚙️ Xenett

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

⚙️ 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

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

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

💻 Breakthrough for Bookkeepers & Accountants

💻 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

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

💻 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

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 Popular Pro Features

💻 Overview video of RightTool Pro Features

💻 Bookkeeper Launch

👥 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

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

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:

💻 Breakthrough for Bookkeepers & Accountants

💻 Kickoff with Asana for Bookkeepers & Accountants

💻 Bookkeeper Launch

⚙️ 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