Explore every episode of the podcast Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

Dive into the complete episode list for Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen). Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

	Title	Pub. Date	Duration
	The Power of Rest: Why I’m Pressing Pause to Grow Forward	08 Apr 2025	00:33:34
In this solo episode, Alyssa Lang shares her personal journey of embracing rest as a strategic and productive choice for long-term growth at Workflow Queen. Alyssa discusses how intentional pauses can lead to powerful insights, the importance of redefining productivity, and how to integrate rest into entrepreneurship, offering listeners a fresh perspective on achieving balance and success. In this episode you’ll hear: Why Alyssa decided to pause the podcast until summer for rest and growth How the Zion retreat highlighted different productivity definitions and the importance of rest How rest is seen as strategic in your journey What plans are ahead for Workflow Queen that requires rest Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com
	Boosting Productivity and Planning with Demir Bentley	01 Apr 2025	00:50:48
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com
	How to Streamline Client Communication and Save Hours Every Week	25 Mar 2025	00:26:26
In this solo episode, Alyssa Lang covers the art of streamlining client communication to enhance productivity and client satisfaction. Alyssa shares actionable steps such as choosing the right tools, automating follow-ups, and utilizing templates for consistent communication, ensuring your interactions are seamless and stress-free! In this episode you’ll hear: How to create templates for repetitive emails and client FAQs What steps can streamline client communication and improve experiences for both team and clients How defining clear communication channels with clients reduces confusion and improves efficiency Why automated follow-ups and check-ins with tools can prevent delays and improve your clients experience Resources mentioned in this episode: ⚙️ Notion ⚙️ Content Snare ⚙️ Missive ⚙️ Xenett ⚙️ Keeper 💻 Effortless Client Requests for Bookkeepers & Accountants 💻 The Motherload of Email & Form Swipe File 🙋🏼‍♀️ Check out our courses and resources Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com
	Thinking About Selling Your Firm? Here’s What You Need to Know with Matt Budden & Matt Smith	18 Mar 2025	00:56:59
Alyssa Lang interviews Matt Budden and Matt Smith, owners of WORTTTH Advisory, on the intricate process of business valuation and its impact on potential sales and exits. Alyssa, Matt, and Matt explore the emotional journey of contemplating a business sale, unraveling the components of a firm's value, and understanding the steps to better prepare for a future exit, offering listeners invaluable insights into maximizing their business's appeal to potential buyers. In this episode you’ll hear: How Alyssa went through the valuation process for her firm with Matt & Matt What the valuation and exit readiness scorecard process looks like for potential business sellers Why understanding business valuation is beneficial, even if you're not currently planning to sell About our guests: Matt Budden and Matt Smith are the Co-Founders of WORTTTH Advisory, a boutique financial consulting firm specializing in valuations, M&A, and strategic financial services. Both are qualified Chartered Accountants (SA) with extensive global experience in deal advisory and financial services. Known as "The Matts," they share a deep passion for education and a relational approach to consulting. Their backgrounds include years in public accounting, with Smith specializing in deal structuring and tax efficiencies, while Budden focuses on valuations and financial due diligence. Prior to launching WORTTTH, they spent five years leading a multinational fractional CFO firm, helping entrepreneurs scale sustainably. Budden is recognized for his ability to inspire and connect with entrepreneurs, while Smith excels at distilling complex data into actionable insights. Together, they create a safe, strategic space for founders to grow and build impactful businesses. Connect with Matt Budden & Matt Smith: Follow them on Instagram: @worttth Connect with them on LinkedIn: linkedin.com/company/worttth-advisory/ Email them: team@wortttth.com Resources mentioned in this episode: 📚 Built to Sell by John Warrillow 💻 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 at Sabr Media: sabrmediallc.com
	How to Set Boundaries with Your Team, Clients and Yourself	11 Mar 2025	00:32:32
In this solo episode, Alyssa Lang covers the importance of setting strong boundaries for leaders in the bookkeeping and accounting industries. Alyssa emphasizes how boundaries foster structure, clarity, and respect within your business, highlighting the benefits of saying no, defining roles, and promoting accountability to create a healthier and more sustainable work environment. In this episode you’ll hear: Why setting boundaries is essential for business growth How good leaders use boundaries to protect time, energy, and space for themselves and their teams What strategies to implement for effectively setting boundaries with clients and team members How to empower your team by shifting responsibilities and avoiding being the bottleneck Resources mentioned in this episode: 💻 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 at Sabr Media: sabrmediallc.com
	The Power of Notion in Organizing and Scaling Your Accounting Business with Diana Lunzer	04 Mar 2025	00:43:10
Alyssa Lang interviews Diana Lunzer, a productivity and systems expert and certified Notion consultant, on the transformative power of Notion for bookkeepers, accountants, and business owners seeking streamlined operations. Alyssa and Diana explore how Notion can enhance workflow efficiency, reduce overwhelm, and serve as a centralized hub of information, along with practical tips for making the most of this versatile tool. In this episode you’ll hear: Why Notion is a powerful tool for productivity and systems in businesses and personal life What the key differences are between Notion and other project management tools like Asana How Notion can be customized to meet unique business needs and improve workflows About our guest: Diana Lunzer is a Productivity & Systems Expert, and a Certified Notion Consultant. She turns founders into productive powerhouses, so they can great their 7-figure empire. She is a 2x founder, on a mission to help fellow ambitious business owners who feel overwhelmed as they scale their companies. Diana is passionate about helping founders and their teams get organized and spend their time more intentionally, to scale and make more money, while enjoying the ride! She specializes in identifying where your business is leaking time and money. Diana uncovers your productivity gaps and system inefficiencies, then uses tools like Notion, Zapier, and Manychat to help your business scale with more organization, peace, and profit. Connect with Diana Lunzer: Follow her on Instagram: @DianaLunzer Subscribe to her YouTube channel: https://www.youtube.com/@dianalunzer Subscribe to herFounder’s Flow newsletter: https://tally.so/r/mVZyaJ Visit her Flow State website to learn more: www.flowwithsystems.com Resources mentioned in this episode: Here is a list of all the resources, tech, books, podcasts, etc., mentioned in the episode: 👥 Goal Digger Podcast Facebook Group ⚙️ Notion ⚙️ Asana 💻 Breakthrough for Bookkeepers & Accountants 📱 AnyList App Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com
	The Conversations You’re Avoiding Are Costing You: How to Have Tough Talks with Your Team	18 Feb 2025	00:36:53
In this solo episode, Alyssa Lang covers the intricacies of handling difficult conversations within your bookkeeping or accounting practice. Alyssa breaks down practical steps on preparing for hard dialogues, using data-driven approaches, and creating impactful outcomes, ensuring you nurture not only a productive team but also foster personal growth as a leader! In this episode you’ll hear: How to prepare for hard conversations with your team using a step-by-step framework Why hard conversations are essential for avoiding business bottlenecks and fostering growth What steps to take to evaluate the root cause before having a hard conversation How to use data and KPIs instead of emotions to guide tough discussions What performance improvement plans entail and when to let someone go Resources mentioned in this episode: 💻 Breakthrough for Bookkeepers & Accountants ⚙️ Notion 👉🏼 Sign up for The Removable CEO Workshop on February 25th @ 12pm EST! Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com
	The Hard Truth About Leadership: What It Really Takes to Scale	11 Feb 2025	00:47:42
In this solo episode, Alyssa Lang covers the five key pillars of leadership essential for building a scalable and profitable firm. Alyssa dives into mindset shifts, creating the right offers, implementing efficient systems, nurturing an empowering company culture, and becoming truly removable, guiding listeners on their journey from overwhelmed business owner to confident leader! In this episode you’ll hear: What are the five key pillars of leadership to create a scalable and profitable firm How to identify and overcome challenges when hiring team members Why profitability is essential for gaining freedom in your business How to use clear expectations and track KPIs for effective team management What mindset shifts are necessary to transform from an overwhelmed business owner to a confident leader Resources mentioned in this episode: 🧡 Join our FREE POWER to Breakthrough Bootcamp (2/17 - 2/21) Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com
	Why Your Story Matters: Using Brand Videos to Attract Dream Clients with Mariana Henninger	11 Feb 2025	00:33:19
About our guest: Mariana is a former Emmy award-winning filmmaker, founder of Brandmagnetic.com. She's obsessed with Emotional Marketing and specializes in helping online business owners create instant personal and emotional connection and increase conversions using a 2-3 minute Brand Video. Connect with Mariana Henninger: Follow her on Instagram: http://instagram.com/brandmagnetic Connect with her on LinkedIn: http://linkedin.com/in/marianahenninger Email her: hello@brandmagnetic.com Resources mentioned in this episode: 📄 The Ultimate Cheat Sheet for a Brand Story That Converts 📹 Watch Mariana’s brand video here 🏆 Heather Sager speaking coach These resources and connections from the episode offer great insights into emotional marketing and building trust in your brand. Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com
	Lessons from Year-End: What Worked, What Didn’t, and What to Improve	04 Feb 2025	00:33:49
In this solo episode, Alyssa Lang covers essential strategies for improving year-end workflows for bookkeepers and accountants. Alyssa discusses practical ways to reflect on past processes, create plans to address bottlenecks, and leverage tools like Content Snare to automate client communication, ensuring a smoother and more efficient year-end experience in the future. In this episode you’ll hear: How to conduct a year-end debrief to identify what went right and wrong What steps to take to fix year-end bottlenecks and improve workflows for the future Why creating templates and specific softwares can streamline client requests When and how to set expectations with clients to ensure smoother year-end Resources mentioned in this episode: 👉🏼 Join our FREE POWER to Breakthrough Bootcamp (Feb 17th - Feb 21st) ⚙️ Content Snare 💻 Effortless Client Requests for Bookkeepers & Accountants 💻 Breakthrough for Bookkeepers & Accountants ⚙️ Notion ⚙️ Asana Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com
	Creating Connections: The Must-Attend Event for Women in Accounting with Erin Pohan	07 Jan 2025	00:36:08
Alyssa Lang interviews Erin Pohan, Founder of Upkeeping and WAVE - Seattle, on building supportive communities for women in accounting, finance, and entrepreneurship. Alyssa and Erin explore the transformative power of authenticity, organizing impactful industry events, and fostering long-term connections that challenge traditional norms! In this episode you’ll hear: What exciting live event is happening in Seattle, WA in May of 2025 How networking and community building can take your business to the next level Why this accounting event for women will reshape connections About our guest: As Founder of UpKeeping®, Erin is changing the boring stereotypes about accounting and helping business owners truly understand their business finances. Through a customized outsourced accounting subscription service, Erin and her team support entrepreneurs by being their #1 financial concierge/communicator. Erin holds an MS in Accounting from Liberty University and a BS in Accounting from the University of Maryland. When she’s not trying to make accounting more “fun”, Erin loves building community within the industry and convincing accounting students that owning an accounting/bookkeeping firm is the American dream. Connect with Erin Pohan: Email Erin Pohan: info@waveseattle.com Check out her event: https://cec4-erin.systeme.io/0cc9badd Resources mentioned in this episode: 🎟️ Sign up for the WAVE - Seattle event on May 22, 2025 📧 Have questions about the event? Send an email to info@waveseattle.com Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com
	100th Episode Special: Ask Me Anything About Scaling a Bookkeeping Firm	31 Dec 2024	00:54:55
In this solo episode, Alyssa Lang covers your top questions for our special 100th episode of the podcast. It includes common challenges and strategies for hiring and team management tailored for bookkeepers and accountants. Alyssa dives into the nuances of capacity planning, proactive hiring processes, and innovative methods like project-based assessments, providing listeners with actionable insights to make informed decisions and foster a thriving work environment! In this episode you’ll hear: How to determine the right timing for hiring by using capacity planning What options exist for hiring, such as improving efficiency and implementing better systems Why maintaining a hiring pipeline and proactive onboarding are vital for team growth How to use a project-based assessment for hiring to evaluate problem-solving skills What pricing strategies can be set for bookkeeping services Resources mentioned in this episode: 🎙️ Listen to Episode 90: Pricing for Profitability: How to Make Sure Every Client is Worth It 🎙️ Listen to Episode 76: Pricing for Growth: Aligning Client Fees with Your Business Goals 🎙️ Listen to Episode 75: Unstoppable Mindset: Conquering Fear, Embracing Success, & Elevating Your Business 🎙️ Listen to Episode 35: What I Would Do Differently If I Had To Start All Over Again 🎙️ Listen to Episode 53: Building Your Dream Team: Hiring and Management Tips for Bookkeepers 🎙️ Listen to Episode 89: Exciting News: The New Direction of Workflow Queen – What’s Coming Next! 📚 Read to Blog: How to Build an Internal Training Program for New (and Existing) Team Members 🎙️ Listen to Episode 38: What To Do When Your Clients Don’t Get You Everything You Need 💻 Client Profitability Tracker 💻 Effortless Client Requests program ⚙️ Hubdoc ⚙️ Google Drive ⚙️ Content Snare ⚙️ Asana ⚙️ Loom 💻 Bookkeeper Launch 💻 Breakthrough for Bookkeepers & Accountants group coaching program Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook:
	Simplify and Track Client Requests with Ease with Brooke Swan	24 Dec 2024	00:20:46
Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on how to efficiently track and manage missing client information. Alyssa and Brooke discuss the practical use of systems like Content Snare and Notion to streamline workflows, maintain clear communication with clients, and prepare for busy season. In this episode you’ll hear: How to keep track of missing information from clients with your team Why losing track of client requests can create more work and headaches What tools and systems you can use to manage missing client information How Content Snare helps provide clear visibility into requested and missing client info About our guest: Brooke Swan is the founder and CEO of Clarity Bookkeeping & Consulting. She started her firm in 2018 with the goal of helping business owners not only understand their finances, but enjoy a better work-life balance and helping them build the business of their dreams. Through their advisory services and creative strategic approaches, Clarity has helped hundreds of business owners reach their goals! Brooke operates her firm on a 4-day work week that values efficiency, collaboration, and positivity which also allows her team to enjoy a better work-life balance as well! Brooke has a burning desire to help others and has been coaching other bookkeeping business owners for years. She now exclusively coaches with Team Workflow Queen in their Breakthrough program. Connect with Brooke Swan: Check our her website: https://www.claritybkpg.com/ **** Follow her on Instagram: @brookeashleyy_ Resources mentioned in this episode: 💻 Effortless Client Requests for Bookkeepers & Accountants (Content Snare program) ⚙️ Notion ⚙️ Content Snare ⚙️ Asana Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com
	How to Streamline Client Onboarding Using Automation with Brooke Swan	19 Dec 2024	00:39:50
Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on client onboarding systems. Alyssa and Brooke chat about the challenges of streamlining onboarding, utilizing tools like Content Snare for efficiency, and reimagining workflows to transform both team dynamics and client experiences! In this episode you’ll hear: What distinguishes your onboarding from your cleanup processes How to visually map out processes for better clarity and workflow Why separating onboarding and cleanup enhances operational efficiency How tools like Asana and Content Snare streamline the onboarding experience About our guest: Brooke Swan is the founder and CEO of Clarity Bookkeeping & Consulting. She started her firm in 2018 with the goal of helping business owners not only understand their finances, but enjoy a better work-life balance and helping them build the business of their dreams. Through their advisory services and creative strategic approaches, Clarity has helped hundreds of business owners reach their goals! Brooke operates her firm on a 4-day work week that values efficiency, collaboration, and positivity which also allows her team to enjoy a better work-life balance as well! Brooke has a burning desire to help others and has been coaching other bookkeeping business owners for years. She now exclusively coaches with Team Workflow Queen in their Breakthrough program. Connect with Brooke Swan: Check our her website: https://www.claritybkpg.com/ **** Follow her on Instagram: @brookeashleyy_ Resources mentioned in this episode: 💻 Effortless Client Requests for Bookkeepers & Accountants 💻 Kickoff with Asana for Bookkeepers & Accountants ⚙️ Content Snare 📋 Large sticky notes for planning & processing mapping Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com
	How to Creating a Stress-Free Holiday Closure for Bookkeepers & Accountants	17 Dec 2024	00:30:01
In this solo episode, Alyssa Lang dives into the details of holiday closures, offering insight on efficiently managing your bookkeeping or accounting firm during this time of the year. Alyssa explains the importance of prepping your clients, effective implementation of holiday pay policies, and using downtime for strategic planning and personal projects, ensuring a smooth and beneficial break for you, your team and clients. In this episode you’ll hear: What to do to prepare your firm for a smooth holiday closure How to handle team pay fairly during time off and holiday closure Why holiday downtime benefits you and your team What you can do during holiday closure to recharge and move the needle forward Resources mentioned in this episode: 💻 Breakthrough for Bookkeepers & Accountants 💻 Effortless Client Requests for Bookkeepers & Accountants ☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com
	Why You Should Stop Emailing Your Clients To Gather Information & Do This Instead with Brooke Swan	12 Dec 2024	00:32:55
Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on streamlining client communication and boosting efficiency through automation tools like Content Snare. Alyssa and Brooke explore how ditching emails for client interaction can save mental bandwidth, improve client relationships, and enhance business growth! In this episode you’ll hear: Why Alyssa and Brooke stopped relying on emails for getting info from clients How Content Snare streamlines and automates client requests and follow-ups What benefits you can experience from using Content Snare with your clients How automating tasks saves time and mental bandwidth Why setting clear deadlines is essential for client expectations and timely submissions About our guest: Brooke Swan is the founder and CEO of Clarity Bookkeeping & Consulting. She started her firm in 2018 with the goal of helping business owners not only understand their finances, but enjoy a better work-life balance and helping them build the business of their dreams. Through their advisory services and creative strategic approaches, Clarity has helped hundreds of business owners reach their goals! Brooke operates her firm on a 4-day work week that values efficiency, collaboration, and positivity which also allows her team to enjoy a better work-life balance as well! Brooke has a burning desire to help others and has been coaching other bookkeeping business owners for years. She now exclusively coaches with Team Workflow Queen in their Breakthrough program. Connect with Brooke Swan: Check our her website: https://www.claritybkpg.com/ **** Follow her on Instagram: @brookeashleyy_ Resources mentioned in this episode: 💻 Effortless Client Requests for Bookkeepers & Accountants ⚙️ Content Snare ☎️ Book a Human Design Reading with Brooke Swan at Aligned Self Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com
	Elevate Your Year-End Process: Tools, Tips, and Client Expectations	10 Dec 2024	00:35:12
In this solo episode, Alyssa Lang covers essential year-end strategies for bookkeepers and accountants. Alyssa shares insights on differentiating year-end tasks from month-end obligations, implementing efficient tools like Asana and Content Snare, and setting clear client expectations, ensuring a seamless and successful year-end process! In this episode you’ll hear: How to differentiate between year-end and month-end tasks for efficient workflows Why clear client communication and setting expectations are vital for timely submissions How to use tools like Asana, Content Snare, and Notion for streamlined year-end processes When to start 1099 preparation to avoid end-of-year chaos and ensure timely compliance Resources mentioned in this episode: 🎙️ Listen to Episode 40: Uplevel Your Year End Client Experience with Serena Shoup 🎙️ Listen to Episode 2: Adjusting Month End Close Due Dates to Better Manage Client Work with Brooke Swan ⚙️ Alyssa’s tech stack at Magnetic Profits 💻 Elevate by Ambitious Bookkeeper 📝 Brooke Swan’s 1099 Filing & Prep Process 💻 Effortless Client Requests for Bookkeepers & Accountants (Content Snare program) 💻 Breakthrough for Bookkeepers & Accountants 💻 Kickoff with Asana for Bookkeepers & Accountants ⚙️ Track1099 (1099 filing software) ⚙️ Content Snare ⚙️ Asana ⚙️ Canva ⚙️ Loom ⚙️ Notion Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com
	Streamlining Client Requests: How Transforming Your Process Can Boost Efficiency and Results with Brooke Swan	05 Dec 2024	00:43:33
Alyssa Lang and Brooke Swan, Owner of Clarity Bookkeeping & Consulting, chat about changing client management through effective systems like Content Snare. Alyssa and Brooke uncover how this tool transforms the often-overwhelming task of client interactions into a streamlined, stress-free experience, making it a game changer for bookkeeping and accounting professionals! In this episode you’ll hear: How Alyssa and Brooke struggled with ineffective systems and how that’s changed since then What software to use for client information requests Why manual processes can cause stress and how our solution can alleviates that How our upcoming course Effortless Client Request can streamline your client requests About our guest: Brooke Swan is the founder and CEO of Clarity Bookkeeping & Consulting. She started her firm in 2018 with the goal of helping business owners not only understand their finances, but enjoy a better work-life balance and helping them build the business of their dreams. Through their advisory services and creative strategic approaches, Clarity has helped hundreds of business owners reach their goals! Brooke operates her firm on a 4-day work week that values efficiency, collaboration, and positivity which also allows her team to enjoy a better work-life balance as well! Brooke has a burning desire to help others and has been coaching other bookkeeping business owners for years. She now exclusively coaches with Team Workflow Queen in their Breakthrough program. Connect with Brooke Swan: Check our her website: https://www.claritybkpg.com/ Resources mentioned in this episode: ⚙️ Content Snare ⚙️ Asana 💻 Effortless Client Requests for Bookkeepers & Accountants ⚙️ Zapier Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com
	Building a Seamless Onboarding System for Your Clients	03 Dec 2024	00:33:19
In this solo episode, Alyssa Lang dives into the critical aspects of client onboarding for bookkeepers and accountants, ensuring efficiency and client satisfaction. Alyssa walks you through the process of mapping out the onboarding journey, utilizing automation tools, and setting timelines that distinguish onboarding from sales or cleanup, setting your practice on a path to success with streamlined systems! In this episode you’ll hear: How to map out an efficient onboarding process How to separate your sales process, onboarding and clean up process for best success Why proper onboarding is crucial for cultivating positive client relationships and retention How automation tools can enhance the onboarding experience Who can handle onboarding tasks within your firm Resources mentioned in this episode: 💻 Breakthrough for Bookkeepers & Accountants 🎙️ Growing Your Firm Podcast Interview: Workflow Queen’s Must-Have Tools & Tactics for Growing Your Firm ⚙️ Miro ⚙️ Dubsado ⚙️ Asana 💻 All our programs and courses at Workflow Queen ⚙️ Notion 💻 Kickoff with Asana for Bookkeepers & Accountants 💻 The Motherload of Email & Form Swipe File ⚙️ Content Snare 💻 Effortless Client Requests for Bookkeepers & Accountants ☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com
	Unlocking Hidden Profits: The Secret to Maximizing Client Margins	26 Nov 2024	00:19:56
In this solo episode, Alyssa Lang covers the world of hidden profit leaks in bookkeeping and accounting firms, offering real strategies and actionable tips to fix inefficiencies and unlock true profitability. Alyssa shares how to implement tech, systems, and automation to scale their practice while also providing insights on using her client profitability tracker to ensure maximum profitability. In this episode you’ll hear: What the most common profit leaks are in accounting firms What strategies to implement for effective rate increases How to identify inefficiencies in your workflow and streamline processes with documentation and automation Why understanding client profitability is essential Resources mentioned in this episode: ⚙️ Zapier 💻 Client Profitability Calculator for Bookkeepers & Accountants 💻 Breakthrough for Bookkeepers & Accountants 💻 Kickoff with Asana for Bookkeepers & Accountants 🎙️ Listen to Episode 22: Mastering Time Tracking: Unleashing Efficiency and Finding the Perfect Hires for Your Bookkeeping and Accounting Firm 📝 Read the blog How to Use Clockify in Asana for Your Bookkeeping Practice Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen
	Attracting Your Dream Clients: Marketing Strategies That Actually Work	12 Nov 2024	00:41:29
In this solo episode, Alyssa Lang shares unique marketing strategies to enhance trust and business growth for bookkeepers and accountants. Alyssa shares how to leverage client testimonials, create compelling communication channels, and align marketing tactics with genuine client preferences, ensuring your business is primed for future success! In this episode you’ll hear: How to define your ideal client profile to ensure your marketing speaks directly to the clients who align with your goals and values Creating a value-based marketing message that highlights the benefits you bring to clients, like time savings, financial clarity, and peace of mind Unique marketing approaches that set your firm apart, including hosting niche-specific webinars, sharing client success stories, and building a referral network Resources mentioned in this episode: 💻 Breakthrough for Bookkeepers & Accountants 🎙️ Listen to episode #3: Building a $1.5 Million Firm with no Bookkeeping Experience with Melissa Honan 🎙️ Listen to episode #50: Unique Marketing Strategies for Bookkeepers & Accountants Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com
	Pricing for Profitability: How to Make Sure Every Client is Worth It	05 Nov 2024	00:31:38
In this solo episode, Alyssa Lang dives into pricing strategies that ensure every client contributes to your firm’s profitability. She covers common pricing mistakes, guides listeners on calculating true client costs, and explains the benefits of shifting to value-based pricing for sustainable growth. In this episode you’ll hear: Why common pricing mistakes can destroy your profit margins—and how to avoid them How to calculate the true cost of each client and ensure they’re worth your time What value-based pricing is and why it often beats hourly rates for firm owners How to set a target profit margin that supports sustainable growth When it’s time to raise your rates—and how to communicate it confidently Resources mentioned in this episode: 💻 Breakthrough for Bookkeepers & Accountants 💻 Client Profitability Tracker for Bookkeepers & Accountants 💻 Ambitious Bookkeeper’s Pricing for Profit resource 🎙️ How Breakthrough Transformed a Bookkeeper into a Thriving Firm Owner with Megan Andersen 🎙️ The Art of Pricing: Insights on Creating Value and Confidence in Your Pricing with Helena Donald Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com
	Exciting News: The New Direction of Workflow Queen – What’s Coming Next!	29 Oct 2024	00:25:57
In this solo episode, Alyssa Lang shares the exciting new direction for Workflow Queen and how these changes will better serve you in the future. Alyssa dives into the experiences of pivoting your business's path, implementing systems and teams for scaling without burnout, and the fresh offers and events coming soon that you won’t want to miss. In this episode you’ll hear: What exciting new changes are happening at Workflow Queen What micro offers and new resources are being introduced for bookkeepers and accountants How the podcast will focus on themes like offers, systems, and team to better serve listeners Why personal internal work and business strategy are crucial for sustainable business growth Resources mentioned in this episode: 💻 Waitlist for our Content Snare program 👤 Serena Shoup with the Ambitious Bookkeeper 💌 Sign up for our exclusive free VIP email list to get first access to new offers and special discounts 💻 Breakthrough for Bookkeepers & Accountants 💻 Kickoff with Asana for Bookkeepers & Accountants 💻 Workflows in a Weekend for Bookkeepers & Accountants 📍 In-Person Events & VIP Days (email support@workflowqueen.com for more details) Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com
	The Art of Pricing: Insights on Creating Value and Confidence in Your Pricing with Helena Donald	15 Oct 2024	00:40:06
Alyssa Lang interviews Helena Donald, Money Mindset Expert and Founder of Girl Unfiltered, on exploring the hidden impact of money mindset on businesses and uncovering techniques to charge your worth with confidence. Alyssa and Helena dive into addressing limiting beliefs surrounding money, valuing inner work, and providing unique approaches to elevate your financial success in your business. In this episode you’ll hear: Why awareness of early programming around money is crucial for business growth and personal confidence in pricing your clients How to connect with clients on a unique level and lead with value to create a better client experience What methods help in transitioning from hourly rates to value-based pricing that feels good How clearing limiting beliefs around money leads to a more fulfilling and successful business approach About our guest: Helena Grace Donald works with ambitious women to radically release their internal money blocks, fears and limiting beliefs so they can shatter their inner glass ceiling and tap into the frequency of abundance that they not only desire, they also deserve. She uses a range of tools and modalities, such as Matrix Reimprinting and EFT. She is the founder of Girl Unfiltered, the author of Learning to Love the Girl in the Mirror and the host of The Girl Unfiltered Podcast. Connect with Helena Donald: Follow Helena on Instagram: @iamhelenagrace Check out her website: https://www.girlunfiltered.com/ Listen to her podcast: https://www.girlunfiltered.com/the-girl-unfiltered-podcast/ Resources mentioned in this episode: 💸 Money Magnet Meditation gift from Helena 🎙️ Girl Unfiltered Podcast by Helena Donald Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com
	How and When to Fire Clients: Best Practices for Bookkeepers & Accountants	08 Oct 2024	00:32:28
In this solo episode, Alyssa Lang covers the essential steps and strategies for gracefully firing clients while protecting your business integrity. Alyssa deep dives into implementing clear disengagement policies, managing client boundaries, and ensuring smooth transitions to foster a healthier, more aligned client base for your firm. In this episode you’ll hear: How to determine if you are ready to fire a client When to fire a client and the logistics that go with it How to communicate to your client that you are firing them How to be ready to make space for new, and more aligned clients Resources mentioned in this episode: 💻 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
	Mastering Client Experiences: Unveiling Secrets to Winning Proposals and Satisfaction with Christy Bowie	01 Oct 2024	00:39:47
Alyssa Lang interviews Christy Bowie, CPA and Founder of Christy Bowie Financial Solutions and the "In the Know" newsletter, on getting through the challenges of team management, leveraging productivity tools like ClickUp, and providing a luxury client experience in the financial industry. In this episode you’ll hear: How to create a good client experience and what that actually looks like What an outstanding proposal process looks like How to connect clients with the right team member to better serve your clients How to create an excellent client experience for your clients About our guest: Christy is a CPA & Financial Consultant who empowers service-based entrepreneurs to grow their business by taking away the stress of finances & creating strategic plans to scale. After starting her career serving some of the world's largest private equity companies as well as high net worth business owners and investors, Christy learned the powerful strategies that successful CEOs use to scale. Christy has served hundreds of small businesses in various industries, stages of businesses, and revenue ranges and has a passion for helping founders build legacy businesses that can provide generational wealth and a lifestyle they love. Christy’s goal is to help you feel empowered as a business owner & get back to being the CEO instead of stressing about details. Connect with Christy Bowie: Follow Christy on Instagram: https://www.instagram.com/itschristybowie Check out her newsletter: https://learn.christybowie.com/in-the-know/ Resources mentioned in this episode: 💻 Kickoff with Asana for Bookkeepers & Accountants ⚙️ Asana ⚙️ Dubsado ⚙️ ClickUp 💻 Breakthrough for Bookkeepers & Accountants 🗞️ Christy’s In The Know newsletter ⚙️ Notion Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com
	Letting Go of Sales and Empowering Growth Through Communication with Scott Scarano	17 Sep 2024	00:47:12
Alyssa Lang interviews Scott Scarano, Owner and Founder of Accounting High and Padgett Business Services, on the importance of communication and trust within a team, experiences with software systems, reflections on transitioning from sales roles to passion projects, and the challenges and successes of managing teams in introverted industries. In this episode you’ll hear: How communication and trust within a team are crucial for business success How to let go of the sales process to your team Why over communicating is essential in introverted industries How to empower team members to take on more responsibility and embrace personal growth About our guest: Scott Scarano is an eccentric entrepreneur with the heart of a lion and the soul of a housecat. Scott’s "Why" is empowering all growth-minded entrepreneurs, in his reach, to thrive and prosper. Scott’s Padgett team is filled with passionate advisors with unique personalities who share the same virtues of empathy and integrity in everything they do. Scott did the school thing and has the credentials, but his real value comes from his questioning mind and grit to push through any adversity. Scott lives in Raleigh, bleeds Carolina blue, and dedicates himself to his astonishing wife, Juana, and three surprisingly intelligent kids; Julia, Frankie, and Arya. Connect with Scott Scarano: Follow him on LinkedIn: https://www.linkedin.com/in/scottscarano Subscribe to his YouTube channel: https://www.youtube.com/@accountinghigh Listen to his podcast: https://podcasters.spotify.com/pod/show/accountinghigh Resources mentioned in this episode: 🎙️ Accounting High Podcast 📚 "The Way of Integrity" by Martha Beck ⚙️ Notion Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com
	Adjusting Month End Close Due Dates to Better Manage Client Work with Brooke Swan	10 Sep 2024	00:47:34
Alyssa Lang interviews Brooke Swan, owner and founder of Clarity Bookkeeping & Consulting who’s on a mission to help her clients gain more clarity in their finances. Brooke’s become an educator in this space and today they talk about how to identify month end deadlines and how to shift them for clients to create better project management for herself and her team. In this episode you’ll hear: The original due date Brooke set for herself and her team to hand over financials The reality of managing month end close for a large amount of clients Due date options for sending clients final reports How to get passed unrealistic pressure we put on ourselves How to survey your clients to determine what day they want their reports How to get input from your team and make changes for the better About our guest: Brooke Swan is the founder and CEO of Clarity Bookkeeping & Consulting. She started her firm in 2018 with the goal of helping business owners not only understand their finances, but enjoy a better work-life balance and helping them build the business of their dreams. Through their advisory services and creative strategic approaches, Clarity has helped hundreds of business owners reach their goals! Brooke operates her firm on a 4-day work week that values efficiency, collaboration, and positivity which also allows her team to enjoy a better work-life balance as well! Brooke has a burning desire to help others and has been coaching other bookkeeping business owners for years. She now exclusively coaches with Team Workflow Queen in their Breakthrough program. She has been featured on the I Love Bookkeeping Podcast, The Finance & Accounting Show podcast, and was a featured speaker at BKX 2022. Resources mentioned in this episode: 💻 Breakthrough for Bookkeepers & Accountants 💻 Bookkeeper Launch program 🔗 CloudHQ Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com
	The Manifestation Shift: Unleashing Confidence and Abundance in Your Business with Alyssa Simpson	03 Sep 2024	00:54:33
Alyssa Lang interviews Alyssa Simpson, Owner of Alyssa Simpson Coaching and mindset and manifestation coach, on the power of doing the inner work, embracing authenticity, and cultivating unshakable confidence. They discuss shedding old identities, shifting mindsets from scarcity to abundance, and the importance of aligning actions with desired outcomes for personal and business success. In this episode you’ll hear: How to control your feelings and shape her own reality Why it's important to prioritize inner work over business strategy and embrace authenticity How to do the inner work, face discomfort, and connect with what you truly want How to shift from scarcity to abundance mindset and operate from a place of service-led approach in business About our guest: Alyssa Simpson is a mindset & manifestation coach helping women tap into their innate power by burning the rule books and handing them the pen to write their own. She has been a student of manifestation and the metaphysical world for 15+ years and became a teacher of the metaphysical world in 2019. She helps women reclaim their magnetism by uncovering limiting beliefs, working through old subconscious programming, and understanding the energetics of money. Connect with Alyssa Simpson: Follow Alyssa on Instagram: @_alyssasimpsonx Check out her website: www.alyssasimpsonx.com Listen to her podcast: LimitLyss on apple & spotify Resources mentioned in this episode: 📘 'The Way of Integrity' by Martha Beck 📖 FREE Manifestation Workbook 📘 ’10x is Easier than 2x’ by Dan Sullivan Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com
	How to Become a Removable CEO & Build a Work-Optional Business	29 Aug 2024	00:37:52
In this solo episode, Alyssa Lang covers the four key components you need to have in place in order to become a removable CEO within your business which include the right mindset, offers, systems and team. In this episode you’ll hear: How to reflect on how you got to where you are and how you will get to your next goal by shifting your mindset How to optimize your offers to align with more profit and ability to afford your dream team What systems you need to have in place in order to easily delegate and let go of the work What the employee/contractor lifecycle looks like and how to hire the right people in your firm Resources mentioned in this episode: ⚙️ Asana ⚙️ Notion Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com
	The Power of Niching Down: The Path to a Thriving Bookkeeping and Accounting Business with Sarah Bratcher	27 Aug 2024	00:42:20
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
	Step-by-Step Quality Control Process to Eliminate Errors in Your Work	22 Aug 2024	00:22:55
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
	Spotting & Solving Your Business’s Core Issues for Bookkeepers & Accountants	20 Aug 2024	00:34:47
In this solo episode, Alyssa Lang covers … the unexpected challenges and responsibilities that come with being a bookkeeper and accountant, common mistakes she sees in the industry and how to solve your biggest problem in the business. In this episode you’ll hear: How to identify core system issues and where to begin when improving systems Why focusing on one core process for significant progress is more effective than tackling everything at once Common mistakes bookkeepers and accountants make with their system and how to avoid this What steps to take to identify and fix your biggest issues Resources mentioned in this episode: ⚙️ Alyssa’s tech stack at Magnetic Bookkeeping 💻 Breakthrough for Bookkeepers & Accountants 🧡 Sign up our FREE The POWER to Breakthrough Bootcamp: www.workflowqueen.com/bootcamp *Bootcamp dates: August 19th - August 23rd Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com
	The Alyssa & Serena Show Part 2	15 Aug 2024	01:02:11
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
	The Alyssa & Serena Show Part 1	13 Aug 2024	01:01:25
Alyssa Lang interviews Serena Shoup, her biz bestie and owner of Ambitious Bookkeeper, about reflections on personal and professional experiences, offering valuable insights and strategies for navigating the world of bookkeeping and entrepreneurship. In this episode you’ll hear: What business strategies & approaches Alyssa & Serena have What it’s like to feel overwhelmed and unmotivated after a break How to empower your team members How Alyssa & Serena’s friendship and business relationship evolved What tasks you should be delegating and outsourcing on your team About our guest: Serena 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: 🧡 Join the free POWER to Breakthrough Bootcamp (8/19 - 8/23) 💻 Watch Serena’s Free Training Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com
	Pricing for Growth: Aligning Client Fees with Your Business Goals	06 Aug 2024	00:21:38
In this episode, Alyssa Lang covers the common mistakes bookkeepers and accountants make when pricing their services and offers, providing insights on reevaluating pricing structures for optimized profitability. In this episode you’ll hear: How to reanalyze your current clients and service fees for profitability and growth How to determine your base rate and ideal price, and gradually increasing rates to align with your financial goals Identifying and mastering one core problem at a time to effectively scale your business Resources mentioned in this episode: 🧡 Join our FREE The POWER to Breakthrough Bootcamp (8/19 - 8/23) Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com
	Unstoppable Mindset: Conquering Fear, Embracing Success, & Elevating Your Business	30 Jul 2024	00:37:33
In this solo episode, Alyssa Lang covers overcoming mindset blocks, shifting self-talk for success, creating solutions to break through mental barriers, and aligning your business with your next-level self. In this episode you’ll hear: What mindset blocks and things you tell yourself that have gotten in the way of your success How to shift what you tell yourself and your mindset to get to the next level What solutions to create in order to break through your mindset issues How to align your business with the next level version of yourself Resources mentioned in this episode: 🧡 Join our FREE POWER to Breakthrough Bootcamp (8/19 -8/23) 📚 The Way of Integrity by Martha Beck ⚙️ Notion 💻 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
	Stress Relief Techniques & Mindful Movement for Business Owners with Nicole Staples	23 Jul 2024	00:35:50
Alyssa Lang interviews Nicole Staples, Owner and Founder of Nicole Staples Yoga, on all things yoga, movement, breath control and so much me specifically tailored for entrepreneurs like you. Alyssa and Nicole deep dive into creating more control and less stress, creating a team space that encourages movement and connection and so much more! In this episode you’ll hear: Why you should pour into yourself to better serve your clients Techniques to control your breathing and center yourself for entrepreneurs How to encourage your team to move and destress together to connect About our guest: Nicole Staples embarked on a transformative yoga journey in 2017, completing a 200 hour Yoga Teacher Training at Blue Osa in Puerto Jimenez, Costa Rice. Since then she’s been sharing the joy of yoga through personalized Vinyasa sessions, focusing on alignment and body awareness to connect the mind body and spirit. She believes that movement in the body and breath calms the mind. Nicole’s mission is to empower other entreprenuers to discover the transformative power of yoga for a healthier and more fulfilling life and balance between themselves and business! Connect with Nicole Staples: Send her an Email: support@nicolestaplesyoga.com Follow her on YouTube: @NicoleStaplesYogaandWellness Follow her on Instagram: @nicolestaplesyoga Check out her Website: https://www.nicolestaples.yoga/ Resources mentioned in this episode: 🧘🏽‍♀️ Sign up for Nicole’s FREE 7 Day Self Care Challenge 🧘🏽‍♀️ Check out Nicole’s 30 Day Bird of Paradise Challenge on YouTube 💻 Breakthrough for Bookkeepers & Accountants 🏠 Breakthrough In Person Retreat Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com
	Identifying Team Issues and Making Strategic Changes for Success	16 Jul 2024	00:27:55
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
	How to Create an Aligned Business and Life with Ashley Strong Smith	02 Jul 2024	00:48:23
Alyssa Lang interviews Ashley Strong Smith, Intentional Living Coach, Author + Host of Living an Intentional Life Podcast. Alyssa and Ashley dive deep into how to align with yourself, your business and your friends and family without burning out and how to live an intentional life. In this episode you’ll hear: How to align with what you want in business, life and for friends and family How to pivot when life takes you down different paths and allow it to unfold in front of you What practical steps you should be taking to know that you’re living in your truth Why doing the internal work is one of the most important things you can do for yourself About our guest: Ashley Strong Smith has spent the past 15 years living in expansive inquisitiveness. Eagerly asking herself lives deepest questions, intentionally + courageously creating the space to live the very honest, vulnerable, raw, life-enhancing answers. Ultimately bringing her to a deep place of passion and purpose, intentionality and authenticity, vulnerability and courage. Finding her place in this world, where she finally feels she truly belongs. She is a multi-passionate woman - An entrepreneur holding space for three expressions (Intentional Living Coach, Author + Host of Living an Intentional Life Podcast), a fire-wife to a South African immigrant who she met in Tanzania, a mom to a four year-old radiant soul + 2 big puppies + 2 cats, a certified yoga instructor, a mountain-dweller, an adventure seeker, a connector and traveler of this world - living in 4 countries, visiting another 10, and an additional 15 States. She is a pursuer of dreams writing her first book, “From Seed to Soar : A guide to connect to your heart, nurture your dreams and cultivate inner belonging.” Mostly, she is an insanely curious soul letting the parameters of this very curiosity, know no limits. After-all, she believes we are limitless. Connect with Ashley Strong Smith: Follow her on Instagram: www.instagram.com/ashleystrongsmith_ Listen to her Living an Intentional Life Podcast: https://podcasts.apple.com/us/podcast/living-an-intentional-life-podcast/id1648573252 Resources mentioned in this episode: 💻 5 steps to discover your dreams FREE masterclass 📖 Creating a Heart-Centered Foundation Workbook 📚 The Code of the Extraordinary Mind by Vishen Lakhiani Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com
	Handling Past Due Books: Setting Expectations, Additional Pricing, and Client Communication	25 Jun 2024	00:24:03
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
	Essential Hiring Compliance Questions Answered by HR Expert Matt Tipton	18 Jun 2024	00:51:57
Alyssa Lang interviews Matt Tipton, Owner and Founder of WhyHR, an HR firm that focuses on partnering with business owners to assist them in navigating the unknown of having employees. They talk through HR rules and compliance, employees vs contractors, how to decide between hourly or salary roles and so much more. In this episode you’ll hear: Why HR compliance is important in deciding between an employee and a contractor Where to draw the line with controlling a contractors process and time What and how to pay your employees and contractors and the compliance that comes with it What bookkeepers and accountants should be hiring team members as How to avoid penalties and underpaying team members About our guest: Matt Tipton is the owner and founder of WhyHR. It’s at WhyHR that he gets to focus on his passion for partnering with business owners to assist them in navigating the unknown of having employees. That most often includes: compliance training and education, policy creation, and the day to day surprises that employees bring with them. Additionally, Matt is the creator of the Let’s Talk series that is made to cover the skills gap that we all face in any organization when tasked with leading employees. It’s the Let’s Talk series that has allowed him to be a keynote speaker, regularly covering topics from Difficult Conversations, The Art of Interviewing, Performance vs. Culture, and many others designed to strengthen individuals and organizations of any size. Matt stays active in his community by regularly volunteering with his local Rotary club, OKC Midtown Rotary. Matt is married to Brook Tipton. Both are proud graduates of the University of Central Oklahoma where he currently serves on the alumni board. Connect with Matt Tipton: Check out his website: https://whyhr.guru/ Send him an email: matt@whyhr.guru Give him a call: (405) 627 6326 Resources mentioned in this episode: ⚙️ Clockify Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com
	Real Truth Behind Navigating Burnout, Hiring, and Vacation Prep	11 Jun 2024	00:45:40
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
	How to Ask for Help in Balancing Your Bookkeeping Business & Personal Life with Shatoria Smith	04 Jun 2024	00:54:42
Alyssa Lang interviews Shatoria Smith, Owner and Founder of SLSmith Virtual Solutions, about all things balancing business, work and getting her CPA and the journey she’s experienced along the way. In this episode you’ll hear: How she is balancing sitting for her CPA exam, running her business and working full time How to ask for support from friends and family while she navigates her business How to make clients feel comfortable and confident when working with them About our guest: Shatoria is a dynamic entrepreneur driven by a mission to foster financial empowerment. As the founder of Coin Countin Mama, she shares her journey to debt-free living, inspiring others to achieve the same. Additionally, through SLSmith Virtual Solutions, Shatoria offers accounting and virtual assistant services, particularly supporting female entrepreneurs and mentoring aspiring virtual assistants. With a background in Accounting and Finance, she specializes in bookkeeping for small businesses in the wedding and event management industry. Outside of work, Shatoria enjoys bargain hunting, indulging in Hot Tamales, and relaxing with HGTV. Residing in Central Florida with her husband and three sons, she cherishes a harmonious balance between ambition and family life. Connect with Shatoria Smith: Send her an email : hello@iamslsmith.com Follow her on Instagram: @thevirtualbookkeeper Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com
	Overcoming Impostor Syndrome: Tips for Conquering Doubt in Your Business Journey	28 May 2024	00:25:21
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
	How to Navigate New Hires, Trainings, and Different Learning Styles with Megan Dziewicki	21 May 2024	00:47:29
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
	Finding Your Niche, Building Community, and Embracing Personal Growth in Bookkeeping with Abby Budd	07 May 2024	00:52:06
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
	How To Know What Which Problem Needs To be Fixed In The Business Right Now	30 Apr 2024	00:36:32
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
	Streamlining Email Communication with Clients Using Missive with Philippe Lehoux	23 Apr 2024	00:37:57
Alyssa Lang interviews Philippe Lehoux, the CEO and co-founder of Missive, a collaborative email and team chat app designed to streamline communication and workflow for businesses. They discuss how Missive can help you and your team at your bookkeeping and accounting firm to easily manage emails and communication with clients so you’re not the bottleneck. In this episode you’ll hear: How Missive helps to streamline your client email and communication How to use Missive to train your team members to take over client communication What automations options Missive offers to auto email, send OOO emails and weekend away emails When the best time is to implement a system like Missive About our guest: Philippe-Antoine Lehoux, CEO and co-founder of Missive, leads a team dedicated to revolutionizing business communication. With a background in web development, Lehoux focuses on innovation and user experience, integrating email seamlessly with other business tools. Prior successes include selling ConferenceBadge.com to Tiny.com, showcasing his ability to scale niche products. Lehoux's leadership emphasizes simplicity and effectiveness, propelling Missive to the forefront of the industry. His vision extends beyond product development, aiming to foster a global culture of productivity and collaboration. Lehoux's commitment to enhancing communication and collaboration drives Missive's continued growth, shaping the future of workplace communication. Connect with Philippe Lehoux: Check out Missive: https://missiveapp.com/ Email Philippe: plehoux@missiveapp.com Follow Philippe on Twitter: https://twitter.com/plehoux Follow Philippe on LinkedIn: https://www.linkedin.com/in/plehoux/ Resources mentioned in this episode: ⚙️ Sign up for Missive ⚙️ Book a demo with Missive ⚙️ Slack ⚙️ Zapier ⚙️ Boomerang for Gmail and Outlook ⚙️ Hiver Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com
	Birthday Special: Overcoming Challenges, Reflections on Business, Relationships, and Self-Discovery	16 Apr 2024	00:34:12
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

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