Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen) (Alyssa Lang)
Explore every episode of Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
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| 14 Feb 2023 | The Conquering Workflows & Systems Podcast Trailer | 00:16:29 | |
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 Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 14 Feb 2023 | What to Expect When Your Priorities Change From When You First Started Your Business with Serena Shoup | 00:52:36 | |
I interview Serena Shoup, a full time educator and CPA who’s the owner and founder of both Ambitious Bookkeeper and Of Course Bookkeeping. She shares what business is like when your priorities shift throughout the years, exercises you can do to align yourself with your priorities and what her word of the year is. In this episode you’ll hear:
About our guest: Serena Shoup is a corporate CPA turned bookkeeping business CEO, mentor for other bookkeepers + accountants, mom of 3, and a closet musician! She built her business as a Sidehustle to motherhood when she left corporate to have her second daughter. She’s passionate about helping business owners become CEOs and take control of their money. Serena is the owner and founder of Ambitious Bookkeeper and Of Course Bookkeeping and she’s on a mission to change the way the industry operates! Connect with Serena Shoup: Visit her website: ambitiousbookkeeper.com Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Resources mentioned in this episode: 🎙 Ambitious Bookkeeper Podcast 💻 Bookkeeping Business Accelerator by Serena Shoup 💻 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
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
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| 14 Feb 2023 | Adjusting Month End Close Due Dates to Better Manage Client Work with Brooke Swan | 00:45:43 | |
I interview Brooke Swan, owner and founder of Clarity Bookkeeping & Consulting who’s on a mission to help her clients gain more clarity in their finances. She’s become an educator in this space and today we talk about how to identify month end deadlines and how to shift them for clients to create better project management for herself and her team. In this episode you’ll hear:
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 🎙 BKX Conference (in person bookkeeper conference) 🔗 CloudHQ Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 14 Feb 2023 | Building a $1.5 Million Firm with no Bookkeeping Experience with Melissa Honan | 00:46:19 | |
I interview Melissa Honan, the CEO of Bookkeeping for Painters and the founder of Melissa Honan Consulting. We dive into the unique sales approach she’s taken to building her firm to $1.5 million and how you can apply these same tips to create a better sales experience for you and your prospects. In this episode you’ll hear:
Melissa Honan is the CEO of Bookkeeping For Painters, a bookkeeping & tax firm that works exclusively with painting businesses. Under her leadership, Bookkeeping For Painters serves over 130 clients at $1.5 million in annual recurring revenue. In addition to her role at Bookkeeping for Painters, Melissa is a Business Sales & Marketing Coach for bookkeeping business owners that want to scale their businesses to 6- or 7-figures. An introvert herself, Melissa has 15 years of sales management experience with proven tools and techniques to teach anyone how to sell comfortably and confidently. Connect with Melissa Honan: Instagram: https://www.instagram.com/officialmelissahonan/
👥 Sales & Marketing Tips for Bookkeepers Facebook Group 📝 Melissa’s One-on-One Coaching Application 💻 How to Increase Client Prices Mini Course Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 21 Feb 2023 | Leveraging Content Snare to Easily Gather Information from Clients with James Rose | 00:42:13 | |
I interview James Rose, the co-founder of Content Snare who’s on a mission to help others gather information and documents easily from clients. We talk today about the ways Content Snare can fit into your firm and how to leverage it. In this episode you’ll hear:
About our guest: James Rose is the co-founder of Content Snare - a software platform that makes it easy to onboard clients and collect documents. Once an automation engineer, his new priority is to help business owners regain their lives, be more productive and get more done in less time. Connect with James Rose: https://jimmyrose.me Twitter: https://twitter.com/_jimmyrose LinkedIn: https://www.linkedin.com/in/jamesrose0/ Resources mentioned in this episode: ⚙️ ContentSnare (free 14 day trial of my favorite software to get information from clients) ⚡️ Magnetic Bookkeeping tech stack (this is the exact tech stack I use at my firm) Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 28 Feb 2023 | How to Make What We Do Sound Interesting Through Copywriting with Jennifer Curfman | 00:57:14 | |
I interview Jennifer Curfman, the founder of Untamed Creative and incredible copywriter for business owners who want to create an unforgettable brand voice that feels authentic to them. We dive into the what a copywriter can do for your bookkeeping business and how to make what we do exciting through words. In this episode you’ll hear:
About our guest: Jennifer is the owner of Untamed Creative and copywriter for business owners who want to create an unforgettable brand voice that feels authentic to them, instead of sounding like a generic nothingburger. She looks terrible in stripes, pretends to know how to crochet, and will always say YES to ordering a pizza. Connect with Jennifer Curfman: Visit her website: https://www.untamed-creative.com/ Connect on Instagram: instagram.com/untamed.creative/ Email Jennifer: jennifer@untamed-creative.com Free Voice of Customer Data Course (learn how to get the best testimonials and helpful customer feedback): https://untamedcreative.ck.page/free-voc-course Resources mentioned in this episode: ⚙️ Loom (video & screen recording) ⚙️ Voxer (voice note app) ⚙️ Kartra (marketing software) ⚙️ Chat GPT 💻 Free Voice of Customer Data Course (learn how to get the best testimonials and helpful customer feedback) Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen | |||
| 14 Mar 2023 | Failures That Brought Success in Business with Melissa Honan | 01:00:32 | |
I interview Melissa Honan, the CEO of Bookkeeping for Painters and the founder of Melissa Honan Consulting. We dive into the reality of things that felt like failures but turned into successes, we talk a lot about the legal side of business and how to deal with the ups and downs in building your business. In this episode you’ll hear:
About our guest: Melissa Honan is the CEO of Bookkeeping For Painters, a bookkeeping & tax firm that works exclusively with painting businesses. Under her leadership, Bookkeeping For Painters serves over 130 clients at $1.5 million in annual recurring revenue. In addition to her role at Bookkeeping for Painters, Melissa is a Business Sales & Marketing Coach for bookkeeping business owners that want to scale their businesses to 6- or 7-figures. An introvert herself, Melissa has 15 years of sales management experience with proven tools and techniques to teach anyone how to sell comfortably and confidently. Connect with Melissa Honan: Instagram: https://www.instagram.com/officialmelissahonan/ Resources mentioned in this episode: 👥 Sales & Marketing Tips for Bookkeepers Facebook Group 📝 Melissa’s One-on-One Coaching Application 💻 How to Increase Client Prices Mini Course 💻 Breakthrough for Bookkeepers & Accountants ⚙️ Slack ⚙️ Notion 📝 Linsey Shay contracts (use code WFQ10 for 10% off contracts):
⚙️ Grammarly Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants | |||
| 07 Mar 2023 | #1 System We Can’t Live Without with Brooke Swan | 00:24:46 | |
I interview Brooke Swan, owner and founder of Clarity Bookkeeping & Consulting who’s on a mission to help her clients gain more clarity in their finances. She’s become an educator in this space and today we talk about our favorite project management system and some key features that have helped created success over the years. In this episode you’ll hear:
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.
💻 Workflows Made Simple 5 Day Free Challenge (March 27th - March 31st) 💻 Breakthrough for Bookkeepers & Accountants 💻 Kickoff with Asana for Bookkeepers & Accountants ⚙️ Asana ⚙️ Notion Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 28 Mar 2023 | Legal Questions Bookkeepers & Accountants Often Ask (Answered!) with Linsey Levine | 00:41:35 | |
I interview Linsey Levine, the owner of Linsey Shae Consulting and an amazing lawyer. In this episode we dive into all the necessary legal things you should be aware of as a bookkeeper, contracts you should have in place and so much more. Linsey is a wealth of knowledge and this episode is jam packed with tips. In this episode you’ll hear:
About our guest: Bringing over 15 years of experience in the legal and compliance world to your small business I have spent over decade working in corporate America, including Comcast, the Miami Heat and most recently Meta. After graduating from New York Law School, I worked as in-house counsel for Comcast where I gained extensive knowledge in contract law. During that time I was also promoted to Chief Compliance Officer of my division, it was then I realized the importance of creating a strong foundation, no matter the size of the company. Connect with Linsey Levine: Connect on Instagram: @linseyshaeconsulting Visit her website: www.linseyshaeconsulting.com Resources mentioned in this episode: *Use code WFQ10 on any of her templates for 10% 📝 Bookkeeper Services Business Bundle Agreement 📝 Bookkeeper Services Agreement 📝 Tax Service Business Bundle Agreement 💻 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 Follow the Blog: workflowqueen.com/blog Check out our courses: workflowqueen.com/courses Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 21 Mar 2023 | Asana: The Best Tool for Streamlining Your Workflows as a Bookkeeper | 00:31:43 | |
In this solo episode, I cover the hot topic everyone wants to chat about… project management systems. We dive into the project management I’ve been using for years, the benefits and my experience testing other softwares along the way. In this episode you’ll hear:
Resources mentioned in this episode: ⚙️ Asana 💻 5 Day Free: Workflows Made Simple Challenge (3/27 - 3/31) 💻 Kickoff with Asana for Bookkeepers & Accountants 💻 Free Asana Guide: 10 Simple Steps to Managing Your Clients in Asana ⚙️ Keeper Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 04 Apr 2023 | What to Expect When Your Bookkeeping Business is on Track to Hit $1 Million with Jolene Fleming | 00:57:35 | |
In this episode, I interview Jolene Fleming, CEO of Upper Left Accounting, incredible business owner and mother. We talk about her experience with buying a book of business, how she implemented systems and processes that transformed her business and how she's on track to hitting $1 million dollars.
About our guest: Jolene Fleming is the CEO of Upper Left Accounting and she’s a profit and growth strategist, opportunity detector and someone who’s never met a puzzle she didn’t like. Jolene wants to win for her clients. Unapologetically growth-driven, Jolene's financial strategies turn small businesses into not-so-small businesses. She's transparent and unambiguous about it and still bubbles up with joy every time her tactics help someone reach a level of success that exceeds their expectations. The entrepreneurial spirit is deep-rooted in Jolene’s DNA. She comes from a long line of business owners including her grandfather who was a veterinarian, and her great great grandfather who invented the sleeping bag. When she’s not driving profits up for her client list, you’ll find Jolene riding horses with her sister and mom, or beach loafing with her husband, and three kids! Connect with Jolene Fleming: Connect with her on Facebook: facebook.com/upperleftaccounting.com Resources mentioned in this episode: ⚙️ Loom (screen recording software) ⚙️ Miro (virtual white boarding and process mapping tool) ⚙️ Jasper.ai 💻 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
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:
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| 11 Apr 2023 | How to Leverage Social Media to Create Relationships with Your Ideal Clients with Alex Beadon | 00:47:18 | |
In this episode you’ll hear:
About our guest: Alex Beadon has been launching online courses and digital offers since 2011. She creates epic, branded, online experiences that are unforgettable. She is a Launch Strategist who helps online course creators scale their courses by teaching her signature six-figure launch framework in her program, Together We Launch. Connect with Alex Beadon: Connect on Instagram: @alexbeadon Resources mentioned in this episode: 💻 Project Storyline (Alex Beadons membership program that provides prompts for social media) 💻 Together We Launch (Alex Beadons group coaching program for launchers) 💻 Kickoff with Asana for Bookkeepers & Accountants ⚙️ Notion 🎙On Purpose with Alex Beadon podcast 📚 The Law of Divine Compensation by Marianne Williamson 📚 Lucky Bitch by Denis Duffield-Thomas 📝 The Launch Expansion Method Training (Learn how to scale your online course to six, multi-six, or even SEVEN figures with this FREE training!) Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 18 Apr 2023 | How to Approach Clean Ups and Diagnostic Reviews For Your Clients with Veronica Wasek | 00:38:28 | |
I interview Veronica Wasek, Founder of VM Wasek and 5MB Academy where she helps bookkeepers and accountants through he videos, resources and her programs. We discuss all things clean ups, how to approach them and what’s the best way to know when you’re done. In this episode you’ll hear:
About our guest: Veronica Wasek is an accomplished entrepreneur, influencer, educator, and accountant. She is the CEO and Founder of VM Wasek – an accounting and consulting firm that specializes in helping Shopify sellers. Her presence in social media is well-known, including her 5 Minute Bookkeeping YouTube Channel, blog, and Facebook community. She also runs the 5MB Academy, an online academy for bookkeepers and accountants. Veronica is a Certified Public Accountant and is advanced certified in QuickBooks Online. Her expertise has earned her a spot among the Top 100 and Top 10 QuickBooks ProAdvisors. Veronica lives in Sugar Land, Texas and enjoys spending time with her husband Eric at their farm. Connect with Veronica Wasek: Check out her YouTube channel: @5MinuteBookkeeping Resources mentioned in this episode: 👥 5 Minute Bookkeeping Facebook group 🎥 5 Minute Bookkeeping YouTube Channel 📝 Smart Review Checklist (Free checklist and learn how to review prospective clients' books in just 15 minutes ) 💻 5MB Academy (all programs and resources created by Veronica Wasek) ⚙️ Asana ⚙️ Keeper Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 25 Apr 2023 | Plooto: The Most Affordable & User Friendly System to Get Paid by Clients with Hamed Abbasi | 00:55:51 | |
Alyssa Lang interviews Hamed Abbasi, the Co-Founder and CEO of Plooto, where they help bookkeeping and accounting firms to help pay their clients bills, be easily paid by clients and other cashflow management systems. In this episode we discuss how Plooto helps with receiving clients payments via ACH, permissions and controls within Plooto, other capabilities Plooto has in leveling up your services. In this episode you’ll hear:
About our guest: Hamed Abbasi is the Co-founder and CEO of Plooto. Plooto helps finance teams within Small- to Medium-Sized Businesses (SMBs) manage and maximize their cash flow through end-to-end Payment Ops Automation. Plooto is utilized by over 9,000 customers in the US and Canada. Prior to Plooto, Hamed was the Co-founder of Vast Studios, a multi-platform Casual Gaming company, Vast Studios, which was acquired by Imperus Technologies. Plooto is an integrated payment automation platform built exclusively for SMBs. Plooto’s turnkey solution has completely re-engineered the accounts payable and receivable experience by eliminating manual data entry, replacing checks and wires by seamlessly connecting to over 6,000 Financial Institutions, and automating the reconciliation process by integrating with the leading accounting platforms. Plooto’s mission is to help SMBs run better. For more information, please visit https://www.plooto.com/ Connect with Hamed Abbasi: Connect on Twitter: https://twitter.com/PlootoInc Resources mentioned in this episode: ⚙️ Plooto Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 02 May 2023 | The Hidden Driver of Success: How Culture and Metrics Shape Your Company's Future with Tyler Otto | 01:00:01 | |
I interview Tyler Otto, Co-Owner of Speciality Bookkeeping, LLC where he escaped the corporate space to go full force in growing his bookkeeping firm. We dive into a wide variety of topics along the lines of aligning your team with your goals, brining on a business partner, KPIs to track and top recommended tech and software we love and use. In this episode you’ll hear:
About our guest: Tyler Otto along with his wife Karen are the owners of Specialty Bookkeeping, LLC, where he has developed a winning formula for an innovative, virtually based accounting and tax firm. His company leverages technology to simplify client’s financial processes, creating greater visibility into their financials and driving profit. He has extensive experience in the finance side of the hotel and tourism industry where he has also served as the Corporate Director of Finance with Imprint Hospitality in 2020. Tyler has a passion for team development and promoting fun and collaborative cultures. He believes that a dedication to continuous improvement and learning is the backbone of any successful venture. Tyler is a fanatic about making new relationships and collaborating with others on large projects. He lives in Salt Lake City, Utah with his wife Karen and two children. When he’s not geeking out in Visual Basic, he’s found in the woodshop doing any number of woodworking projects, or on his road bike. Connect with Tyler Otto: Follow Tyler on Instagram: @specialtybk Resources mentioned in this episode: ⚙️ Fathom 📝 Cliftons Strength Finders quiz Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 09 May 2023 | The Art of Delegation: Allowing Others To Shine with Jeremy Van Groll | 00:50:57 | |
I interview Jeremy Van Groll, Founder and President of Nonprofit Bookkeeping and his Operations Manager, Megan Reif. Jeremey shares his point of view of bringing on someone in his team to implement new tech, systems and automation while Megan shares her experience in implementation and presenting changes to Jeremy. In this episode you’ll hear:
About our guest: Jeremy Van Groll is an incorrigible financial nerd and is the founder and President of Nonprofit Bookkeeping. Jeremy has a Masters in Financial Management and has twenty years of experience in leadership roles including corporate accounting, banking, data analysis, and compliance reporting. Nonprofit Bookkeeping partners with domestic and international organizations to implement efficient financial and data management processes that allow nonprofit leaders to focus their efforts on their Mission and building relationships with Donors. Jeremy has been featured speaker on optimizing both personal and organizational financial management and was nominated for the Foundations Ethics in Business award. When not geeking out on spreadsheets, Jeremy enjoys attending concerts, singing karaoke, and following sports, especially the soccer and gymnastics teams of his two sons. Connect with Jeremy Van Groll: Connect on Instagram: @nonprofit_bookkeeping Resources mentioned in this episode: ⚙️ Notion 💻 Breakthrough for Bookkeepers & Accountants 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 | |||
| 23 May 2023 | Tech Stack Simplified: The 5 Core Systems Every Bookkeeper and Accountant Needs | 00:34:19 | |
In this solo episode, Alyssa Lang covers how to build an efficient and effective tech stack for your bookkeeping or accounting firm. She dives deep into understanding the five core systems to have in place, how to identify the tech you need and implement them without feeling tech stress and overwhelm. In this episode you’ll hear:
Resources mentioned in this episode: ⚙️ Magnetic Bookkeeping Tech Stack 💻 Kickoff with Asana for Bookkeepers & Accountants 💻 Breakthrough for Bookkeepers & Accountants 💻 Onboarding on Autopilot (Ambitious Bookkeepers Dubsado for bookkeepers program) Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 30 May 2023 | Overcoming Burnout: Aligning Your Work with Authenticity, Alignment, and Purpose with Tasha Triana | 00:45:40 | |
Alyssa Lang interviews Tasha Triana, the owner and founder of The Nurtured Nurse, about all things boundaries, burnout, overwhelm with running and business and tips and tricks on the best way to prioritize yourself so you can better serve your clients and your team. In this episode you’ll hear:
About our guest: Tasha Triana, RN, BSN, MA, is a Registered Nurse turned Life and Purpose Coach and Hypnotherapist. She is also a certified yoga & meditation teacher, reiki master, and holds a Master’s Degree in Psychology. Early on in her almost decade of working in the hospital setting, Tasha experienced severe burnout. While this was an extremely challenging time in her life, it was also an enlightening one, as it helped Tasha truly understand the importance and necessity of daily self-care practices. Her time working in the hospital also enabled her to uncover her true passion for mind, body, and spirit healing and well-being. Tasha is on a mission to teach and empower her clients to prioritize themselves, build self-awareness, and let go of limiting beliefs so that they can live their most authentic and aligned lives. Tasha works with clients 1:1 and in groups, hosts workshops, and leads retreats. In her free time, she is out exploring the world. She loves traveling, getting out in nature, hiking, and eating all the tropical fruit she can find. Connect with Tasha: Check out her website: www.thenurturednurse.co Follow her on Instagram: https://instagram.com/thenurturednurse Resources mentioned in this episode: 🙏🏼 Tasha Triana Women's Wellness Retreat in Nicaragua 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:
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| 13 Jun 2023 | The Value of Investing in Professional Photos for Your Business with Kiley Brinson | 00:52:07 | |
Alyssa Lang interviews Kiley Brinson, the Founder of Kiley Shai Photography who is a personal branding photographer and coach, on how to elevate your business’ branding by leveraging a brand photoshoot. Alyssa and Kiley deep dive into the process of a brand photoshoot, Alyssa shares her experience working with Kiley and Kiley breaks down what to expect, the process and some golden nuggets to DIYing your own photoshoot till you have the budget to hire a photographer. In this episode you’ll hear:
About our guest: Kiley Shai is a personal branding photographer & photography coach for the bubbly ambitious #bossbabes of the world! Not only does she help female business owners build their brand presence & stand out in their industry through photography, but she also get to help other photographers who want to pivot into branding, build their dream life & business doing the same! Connect with Kiley Brinson: Follow her on Instagram: @kileyshaiphotography Send Kiley an email: kileyshaiphotography@gmail.com Check out her website: https://www.kileyshaiphotography.com Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 06 Jun 2023 | Guide to Exploring our Tailored Programs & Resources for Bookkeepers & Accountants | 00:46:30 | |
In this solo episode, Alyssa Lang covers how our programs and resources came to life, the journey of serving others in the industry and ways to work with our team here at Workflow Queen. In this episode you’ll hear:
Resources mentioned in this episode: 💻 Kickoff with Asana for Bookkeepers & Accountants 💻 Workflows in a Weekend for Bookkeepers & Accountants 💻 Breakthrough for Bookkeepers & Accountants 💻 Retreats for Bookkeepers & Accountants 📝 1:1 Coaching application to work with Alyssa Lang 💌 Send us an email to support@workfowqueen.com 👥 Conquering Workflows & Systems for Bookkeepers & Accountants Facebook group Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 20 Jun 2023 | Scale Bigger, Hire Better and Break Through to the Next Level | 00:33:52 | |
In this solo episode, Alyssa Lang covers her Breakthrough Bookkeeper Approach method that covers a powerful mindset, optimizing offers, world class systems, empowered company culture and removable CEO. She dives into what it means to excel in each area and how it can impact the growth of your firm. In this episode you’ll hear:
Resources mentioned in this episode: 💻 Breakthrough for Bookkeepers & Accountants 💌 Send us an email to support@workfowqueen.com Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 06 Jun 2023 | Legal Insights for Sustainable Success: Building a Business with Long-Term Stability with Aleece McKnight | 00:54:43 | |
Alyssa Lang interviews Aleece McKnight, the founder and owner of The Law Office of Aleece McKnight and also a wicked smart attorney. Alyssa has been working with Aleece McKnight for almost three years now and leans on her to provide her legal advice and everything in between. Aleece has a lot of golden nuggets to share on this interview. In this episode you’ll hear:
About our guest: Aleece McKnight, Esq. is the CEO at the Law Office of Aleece McKnight, a law firm specializing in trademarks, copyrights, business formation, and contracts. She provides comprehensive legal services and education for creative entrepreneurs, helping them secure their intellectual property and business. With years of experience, Aleece is a trusted advisor to her clients as they grow their businesses and expand their brand. A recognized expert in copyright and trademark protection, she's been featured on podcasts, articles, and as a speaker at conferences. Aleece is the ultimate legal plug for anyone looking to secure their intellectual property with confidence. Connect with Aleece McKnight: Follow her on Instagram: @aleece_mcknight_law Connect with her on Facebook: Law Office of Aleece McKnight Send her an email: contactus@aleecemcknightlaw.com Resources mentioned in this episode: 📝 Trademark Pocket Pack (Quick guide into creating a strong trademark, the trademark process, and FAQs) Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 04 Jul 2023 | Mastering Time Tracking: Unleashing Efficiency and Finding the Perfect Hires for Your Bookkeeping and Accounting Firm | 00:39:20 | |
In this solo episode, Alyssa Lang covers everything you need to know about time tracking, the importance of what data it can produce for you, how to time track with detail and maximizing your efficiency and productivity. In this episode you’ll hear:
Resources mentioned in this episode: ⚙️ Clockify 💻 Kickoff with Asana for Bookkeepers & Accountants 💻 Breakthrough for Bookkeepers & Accountants Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 11 Jul 2023 | Tips & Strategies to Prepare and Execute an Unplugged Vacation | 00:49:38 | |
In this solo episode, Alyssa Lang is sharing how she’s currently recording this podcast episode in Tulum, Mexico and she felt it was a great chance to share how she prepares and executes for long term vacations. She dives into why you should take an unplugged vacation, the dos and don’ts and what her process looks like to prepare and execute. In this episode you’ll hear:
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: Podcast Publishing Tools we use:
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| 18 Jul 2023 | How Relay Bank Empowers Bookkeepers & Their Clients Through Better Banking with Deanna Zubrickas | 00:48:16 | |
Alyssa Lang interviews Deanna Zubrickas, a rep from Relay Financial Bank, about their incredible banking platform and how it can help to streamline your client experience as a bookkeeper or accountant. In this episode Alyssa and Deanna dive into the newest features that Relay has released including Profit First auto transfer rules, 1% - 3% interest bearing savings accounts, Relay 2.0 and so much more. In this episode you’ll hear:
About our guest: Deanna Zubrickas works directly with Relay’s Partners, accountants and bookkeepers, helping them deliver superior business banking to their clients. Deanna is the go-to product expert for business banking solutions and banking integrations with accounting software. She also recently completed the Profit First Professionals certification. Connect with Relay: Follow them on Instagram: https://www.instagram.com/bankwithrelay Check out their website: https://relayfi.com/ Resources mentioned in this episode: 🏦 Sign up for Relay Accountant account Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 25 Jul 2023 | How Breakthrough Transformed a Bookkeeper into a Thriving Firm Owner with Megan Andersen | 00:56:45 | |
Alyssa Lang interviews Megan Andersen, Owner and Founder of Rogue Bookkeeping Inc., a successful Canadian bookkeeping firm that helps both Canadians and United States business owners with their bookkeeping. Megan shares how her business grew and the pain points she experienced along the way and she shares her experience taking our group coaching program, Breakthrough for Bookkeepers & Accountants. In this episode you’ll hear:
About our guest: Megan Andersen has always loved numbers and entrepreneurship but if you told 17 year old Megan that she'd eventually grow up to own her own bookkeeping firm she'd have said you're crazy because she hates sales. (Just wait till she tells about the time she was a salesperson for a newspaper company...) Rogue Bookkeeping is the dream Megan never knew she had until it happened. She has an amazing team of bookkeepers who she loves working with and the best clients a person could ask for. They work with a variety of clients in a variety of industries, from a mom selling cake toppers on Etsy to a vacation rental property management firm to a business that imports and sells industrial AC units across North America. Connect with Megan Andersen: Follow her on Instagram: instagram.com/roguebookkeeping Resources mentioned in this episode: 👥 The WorkFlow Watering Hole Facebook Group 💻 Kickoff with Asana for Bookkeepers & Accountants 💻 Breakthrough for Bookkeepers & Accountants 💸 Canadas Community Futures Program ⚙️ Notion ☎️ Schedule a Consult Call with Alyssa Lang Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 01 Aug 2023 | How to Identify Automation Opportunities for Your Bookkeeping Firm with James Rose | 00:59:08 | |
Alyssa Lang interviews James Rose, the co-founder of Content Snare who’s on a mission to help others gather information and documents easily from clients. We talk today about automation, Zapier, efficiency tools and tactics, and so much more. They’re on a mission to help you identify areas to be more productive and that’s what this episode is all about. In this episode you’ll hear:
About our guest: James Rose is the co-founder of Content Snare - a software platform that makes it easy to onboard clients and collect documents. Once an automation engineer, his new priority is to help business owners regain their lives, be more productive and get more done in less time. Connect with James Rose: Check out his Content Snare website: https://contentsnare.com Check out his website: https://jimmyrose.me Resources mentioned in this episode: ⚙️ ContentSnare (free 14 day trial of my favorite software to get information from clients) ⚙️ TextExpander 💻 The Motherload of Email Forms & Swipe Files (done-for-you templated emails created by Workflow Queen) ⚙️ ChatGPT ⚙️ RightTool ⚙️ Zapier ⚙️ Miro 💻 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 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:
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| 08 Aug 2023 | Mindset & Strategies for Delegating and Minimizing Mistakes with Samantha Palisoul | 00:58:23 | |
Alyssa Lang interviews Samantha Palisoul, Owner and HBIC (Head Bookkeeper In Charge) at Little Town Bookkeeping where she helps growth minded coaches and service providers break through their income plateau, without putting off their desires, by aligning their BIG vision with their bookkeeping. Alyssa and Samantha discuss mindset issues around hiring and how to overcome them and aligning your vision with your goals. In this episode you’ll hear:
About our guest: Samantha Palisoul is the owner and HBIC (Head Bookkeeper In Charge) at Little Town Bookkeeping where she helps growth minded coaches and service providers break through their income plateau, without putting off their desires, by aligning their BIG vision with their bookkeeping. When she's not working she loves hanging out with her husband, Eddie, and their dog, Nash, reading, practicing archery, and spending time with friends and family. Connect with Samantha Palisoul: Send her an Email: info@littletownbookkeeping.com Resources mentioned in this episode: 💻 Breakthrough for Bookkeepers & Accountants ☎️ Book a Free Consult Call for Breakthrough 💻 Kickoff with Asana for Bookkeepers & Accountants ⚙️ PayTraQer ⚙️Bnbtally Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 15 Aug 2023 | How to Build a Hands-Off Training System for Team Members with Ashly Lindberg | 01:05:50 | |
Alyssa Lang interviews Ashly Lindberg, the Founder and CEO of Precision Advising and Consulting. She focuses on helping service-based small businesses and family farms understand their finances and how to be current and accurate so they can make sound business and financial decisions. In this episode they discuss making connections, building internal training programs and becoming work-optional. In this episode you’ll hear:
About our guest: Ashly is the founder and CEO of Precision Advising and Consulting. She focuses on helping service-based small businesses and family farms understand their finances and how to be current and accurate so they can make sound business and financial decisions. Ashly loves to help others, especially other small business owners. She is passionate about the work and talent of each client and enjoys being her clients’ “go-to” person for all small business accounting, advising, and consulting needs. Outside of growing into her role as a rock-solid business owner, Ashly is a visionary for new ideas and thinking outside of the box. She is all things organizational and motivational, and after braving the storms of being a small business owner for several businesses over the last 20 years, she now pours life into her clients and friends. Connect with Ashly Lindberg: Connect with her on Instagram (Personal): @ashly_the_accountant Connect with her on Instagram (Business): @precision_advising Resources mentioned in this episode: 💻 Breakthrough for Bookkeepers & Accountants 💻 Kickoff with Asana for Bookkeepers & Accountants 🎫 In Person Retreats with Workflow Queen ⚙️ Clockify 🎫 BKX 📚 Make ‘Em Beg to Work for You by Dr. Angela E. Lauria ⚙️ 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:
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| 22 Aug 2023 | Leveraging a Team, KPIs and Automation to Create Business Success with Lekesha Hill | 00:53:20 | |
Alyssa Lang interviews Lekesha Hill, Founder and Owner of Hill Bookkeeping where they tailer their services to clients unique needs and work collaboratively with them to ensure they achieve their financial business goals. Alyssa and Lekesha cover a wide variety of things from In this episode you’ll hear:
About our guest: Lekesha started her career with a degree in accounting from Rutgers University. She spent the next 20 years as an accountant and bookkeeper for CPA firms, nonprofit organizations, medical offices and real estate companies. She has the experience to create the most streamlined approach to your accounting. At Hill Bookkeeping, they tailor their services to your unique needs and work collaboratively with you to ensure you achieve your financial and business goals. Their services are designed to make it as easy as possible for you, so you can focus your energy on your dreams. Connect with Lekesha Hill: Check out her website: www.hillbookkeeping.net Send her an email: hello@hillbookkeepng.net Resources mentioned in this episode: 💻 Breakthrough for Bookkeepers & Accountants ⚙️ Clockify ⚙️ Loom ⚙️ Slack ⚙️ ContentSnare ⚙️ Kickoff with Asana for Bookkeepers & Accountants ⚙️ Notion ⚙️ Zapier Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 29 Aug 2023 | Breakthrough Student Spotlight: Coaching, Learning & Executing with Erica Paynter | 01:03:27 | |
Alyssa Lang interviews Erica Paynter, the Founder of My Virtual Bookkeeper where her firm helps cleaning companies with their bookkeeping needs. In this episode, Alyssa and Erica discuss things from sales automation, payment plans, delegation and so much more. In this episode you’ll hear:
About our guest: Erica Paynter, the founder of My Virtual Bookkeeper—a game-changer for cleaning companies' bookkeeping needs. In just three years, Erica's company has grown exponentially, earning a reputation as a trusted partner in the cleaning industry. Recently, she took the leap, quitting her job to focus on her entrepreneurial passion full-time. Erica's strategic vision and dedication have fueled the company's scaling success. Connect with Erica Paynter: Follow her Facebook Biz page: facebook.com/myvirtualbookkeeper Follow her on Instagram: instagram.com/my.virtual.bookkeeper Friend her on Facebook: facebook.com/erica.paynter Schedule a call with her: calendly.com/myvbk/letschat Send her an email: erica@myvbk.com Resources mentioned in this episode: 💻 Breakthrough for Bookkeepers & Accountants 💻 Kickoff with Asana for Bookkeepers & Accountants ⚙️ Anchor ⚙️ Dubsado ⚙️ GoProposal ⚙️ Notion ⚙️ ChatGPT 📝 Linsey Shae Consulting (use code WFQ10 for 10% off her templates and working with her) Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 12 Sep 2023 | Insights Into My Bookkeeping Firm, Magnetic Bookkeeping, & Our Marketing Initiatives | 00:21:48 | |
In this solo episode, Alyssa Lang provides an update of what’s going on at Workflow Queen and her firm, Magnetic Bookkeeping & Consulting. She shares the marketing initiatives her firm is taking to stand out and be unique in the industry. She also provides golden nuggets on ways you can be different as well. In this episode you’ll hear:
Resources mentioned in this episode: 💸 Magnetic Bookkeeping & Consulting Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 19 Sep 2023 | How RightTool is Revolutionizing The Way Bookkeepers Are Working in QBO with Mark Corum | 00:50:41 | |
Alyssa Lang interviews Mark Corum, Developer of RightTool which is a QuickBooks Online extension that allows for ease of use, functionality, efficiency and so much more. We talk about all things RightTool and how it can really transform the way you get the work done for clients. In this episode you’ll hear:
About our guest: I am Mark Corum, a Greensboro NC native and boardgame fan. I joined BL in late 2017 right before graduating with a B.S. in Accounting in 2018. For a large variety of reasons I turned out to be a poor bookkeeping business owner. In 2020 I started transitioning out all of my clients and dove, or I should say tripped, into learning programming - swearing I would never touch financial software again. Fast forward to early 2022. I thought "Hey, I will make something for QuickBooks". Today I am 100% in love with staying up far too late looking how the inner working of QBO and working with Hector Garcia on developing RightTool. Connect with Mark Corum: Join the RightTool Facebook Group: https://www.facebook.com/groups/righttoolpro Follow Mark on LinkedIn: https://www.linkedin.com/in/markcorum/ Join the QB Power Hour Facebook Group: https://www.facebook.com/groups/QBPowerHour Email Mark Corum: mark@monkbe.com Resources mentioned in this episode: ⚙️ RightTool Free *(Use code WORKFLOWQUEEN for $10 off per month for 14 months) 💻 Overview video of RightTool Popular Pro Features 💻 Overview video of RightTool Pro Features 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:
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| 26 Sep 2023 | Power of Effective Quality Control in Bookkeeping and How to Implement It | 00:22:59 | |
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:
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:
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| 03 Oct 2023 | Standing Out with Unique Branding: Attracting the Right Clients for Bookkeepers & Accountants with Alisha Thomas | 00:37:14 | |
Alyssa Lang interviews Alisha Thomas, owner and founder of Wait. What. Consulting a bookkeeping and consulting firm dedicated to helping creatives. In this episode, they cover what it takes to stand out in the industry, ways to align your content and resources with who you want to attract and so much more. In this episode you’ll hear:
About our guest: I’m Alisha Thomas, the owner of Wait. What. Consulting, and I live in Wilmington, NC with my husband and our son Lew. I am the brain behind the books. I have a formal degree in art and design and an informal degree in small creative business, which I gained while heading up finance, operations, and logistics for a successful textile gift company that went on to sell in Target, Walmart, and Bed Bath and Beyond. Along the way I've worked with a team of magical accountants and CPAs that helped me gain the love of numbers and the understanding of how small business works. Connect with Alisha Thomas: Follow Alisha on Instagram: https://www.instagram.com/waitwhatconsulting/ Schedule a Consult Call with Wait. What? Consulting - https://waitwhatcalendar.as.me/moneymoves Resources mentioned in this episode: 💍 I Like It Here Club Classic Fine Jewelry 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:
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| 10 Oct 2023 | What I Would Do Differently If I Had To Start All Over Again | 00:32:13 | |
In this solo episode, Alyssa Lang covers the things she would have done differently if she were to start her bookkeeping firm all over again. She discusses he 5 core tips and in what order to implement them into a bookkeeping firm and so much more. In this episode you’ll hear:
Resources mentioned in this episode: ⚙️ My Tech Stack at Magnetic Bookkeeping ⚙️ Asana 💻 Kickoff with Asana for Bookkeepers & Accountants ⚙️ Xenett 📚 Free Asana Guide (10 Simple Steps to Managing Your Clients in Asana) ⚙️ Loom 📝 Linsey Shae Consulting (use code WFQ10 for 10% off)
📚 Profit First by Mike Michalowicz 🏦 Relay Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 17 Oct 2023 | Mastering Referrals: Retaining Clients, Cultivating New Referrals, and Building a Referable Business with Stacey Brown Randall | 00:59:44 | |
Alyssa Lang interviews Stacey Brown Randall, the Owner and Founder of Building a Referable Business. In this episode Stacey Brown Randall shares her methodologies on how she teaches her clients to create relationships that turn into referral partnerships, without feeling icky. In this episode you’ll hear:
About our guest: Stacey Brown Randall is the multiple award-winning author of Generating Business Referrals Without Asking, host of the Roadmap to Referrals podcast and national speaker. Stacey teaches business owners how to generate referrals naturally… without manipulating, incentivizing or even asking. She has been featured in national publications like Entrepreneur magazine, Investor Business Daily, Forbes, and more. She received her Master’s in Organizational Communication and is married with three kids. Connect with Stacey Brown Randall: Follow her on Instagram: https://www.instagram.com/staceybrownrandall/ Connect with her on LinkedIn: https://www.linkedin.com/in/staceybrandall/ Send her an email: stacey@staceybrownrandall Check out her website: https://www.staceybrownrandall.com/ Resources mentioned in this episode: ⚙️ Bonjoro 📚 Generating Business Referrals Without Asking by Stacey Brown Randall 🎙 Roadmap to Referrals Podcast 💻 Building a Referable Business Course Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com 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:
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| 24 Oct 2023 | Questions & Answers You’ve Been Dying to Hear About Running a Bookkeeping Firm with Kate Marchbank | 00:56:12 | |
Alyssa Lang interviews Kate Marchbank, the Owner and Founder of Blix Bookkeeping where she supports creatives in managing their books. In this episode Alyssa changes things up a bit and having Kate interview her on the dying questions she has to help Kate move her business forward. In this episode you’ll hear:
About our guest: Kate lives in LA with her husband and 2 kids. She is a bookkeeper by day and an actor by night using her stage name Kate Mines. She actually fell into bookkeeping while working her first job at a law firm, shortly after moving to LA. The bookkeeper, there was retiring and decided to train Kate on her way out. Though she's a creative she has a knack for numbers, as a result, she decided to work with creatives when she started her bookkeeping business in July 2023. Connect with Kate Marchbank: Follow Kate on Instagram: www.instagram.com/blixbookkeeping Email Kate: support@blixbookkeeping.com Check out Kate’s website: www.BlixBookkeeping.com Resources mentioned in this episode: ⚙️ Magnetic Bookkeeping & Consulting tech stack 💻 Breakthrough for Bookkeepers & Accountants 💻 Kickoff with Asana for Bookkeepers & Accountants Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 31 Oct 2023 | What To Do When Your Clients Don’t Get You Everything You Need | 00:26:41 | |
In this solo episode, Alyssa Lang covers common issues bookkeepers and accountants face when clients don’t get us documentation and information in a timely manner. She’ll be breaking down some tips and tricks on what to do if that’s the case. In this episode you’ll hear:
Resources mentioned in this episode: ⚙️ Magnetic Bookkeeping & Consulting Tech Stack Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 07 Nov 2023 | Building Wealth and Protecting Your Assets: Strategies for Financial Success with Blake Morlet | 00:43:03 | |
Alyssa Lang interviews Blake Morlet, who joined Invicta Financial in 2018 after almost a decade of business management experience in the Planned Development sector. In today’s episode, Alyssa and Blake talk through having a financial professional to support you in making financial decisions to invest in your future. In this episode you’ll hear:
About our guest: Blake Morlet joined Invicta Financial in 2018 after almost a decade of business management experience in the Planned Development sector. Blake is passionate about entrepreneurship and guiding business owners and business executives to maximize their financial future by leveraging technology, a clearly defined future and his team. With a diverse background in real estate, investment and planning strategies, Blake enjoys educating clients and empowering them to achieve success for their families. The most important thing to Blake is his family. Blake and his wife Kristin are blessed with four wonderful children, Emma, Chloe, Cruz and Max. Blake enjoys golfing, hunting and road trips exploring our wonderful country. Connect with Blake Morlet: Connect on LinkedIn: https://www.linkedin.com/in/bmorlet Schedule a call with Blake: https://calendly.com/invictafg_bm/30m Check out their website: www.invictafg.com Send Blake and email: blake@invictafg.com Resources mentioned in this episode: 💻 Breakthrough for Bookkeepers & Accountants 📚 10x is Easier than 2x by Dan Sullivan 📚 The Gap In The Gain by Dan Sullivan Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 14 Nov 2023 | Uplevel Your Year End Client Experience with Serena Shoup | 00:50:32 | |
Alyssa Lang interviews Serena Shoup, a full time educator and CPA who’s the owner and founder of both Ambitious Bookkeeper and Of Course Bookkeeping. Serena Shoup shares how she uplevels her year end client experience, she shares her year end process and tips and tricks to getting year end done smoothly. About our guest: Serena Shoup is a corporate CPA turned bookkeeping business CEO, mentor for other bookkeepers + accountants, mom of 3, and a closet musician! She built her business as a Sidehustle to motherhood when she left corporate to have her second daughter. She’s passionate about helping business owners become CEOs and take control of their money. Serena is the owner and founder of Ambitious Bookkeeper and Of Course Bookkeeping and she’s on a mission to change the way the industry operates! Connect with Serena Shoup: Visit her website: ambitiousbookkeeper.com Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Resources mentioned in this episode: 🎙 Ambitious Bookkeeper Podcast 💻 Breakthrough for Bookkeepers & Accountants ⚙️ Asana ⚙️ Loom ⚙️ Notion 🎙 Serena’s Podcast Episode About Balance Sheet Reconciliations ⚙️ Google Drive ⚙️ Canva ✉️ Subscribe to Serena’s Email List 💻 Black Friday Sale (11/20 - 11/30) *Use code BF23 to receive a discount **Get the Confident Compliance bundle by purchasing through one of Serena’s affiliate links in the Black Friday newsletter on November 20th! Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 21 Nov 2023 | Grateful and Thankful: Celebrating Your Clients & Your Milestones | 00:20:45 | |
In this solo episode, Alyssa Lang covers all things being grateful for business, for her community and students and so much more. She reminds us to take a step back and appreciate how far you’ve come, even if you feel like you haven’t made the progress you wanted to. In this episode you’ll hear:
Resources mentioned in this episode: 💻 Kickoff with Asana for Bookkeepers & Accountants 💻 Breakthrough for Bookkeepers & Accountants 💸 Blake Morlet with Invicta Financial (Alyssa’s Financial Advisor) Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 28 Nov 2023 | Enhancing Team Collaboration: Leveraging Individual Strengths with the Kolbe Assessment with Carly Clark Zimmer | 00:50:53 | |
Alyssa Lang interviews Carly Clark Zimmer, the Director of Leadership Development for When You Lead, Coaching & Consulting. They talk through the importance of utilizing the Kolbe Assessment as a way to strengthen your team, understand yourself better and maximize all individuals on your team. In this episode you’ll hear:
About our guest: Carly Clark Zimmer is the Director of Leadership Development for When You Lead, Coaching & Consulting. Their mission is to help companies experiencing growing pains revolutionize and update leadership models from toxic top-down, productivity-at-all-costs culture to strengths-centered, equity-centered, and humanity-centered culture. Carly’s training includes a Professional Coach Certification from the ICF, Somatic Coach certification in the BodyMind Coaching Method™ And studied with the Institute For Equity-Centered Coaching®. She’s also a Certified Kolbe™ Consultant and loves sharing how this simple tool can open all kinds of doors for improving communication not only on teams but in families! She’s a native New Yorker who loves traveling the world, and currently lives in Galway, Ireland where you can find her at sunrise taking a dip in the icy Irish Atlantic with the locals! Connect with Carly Clark Zimmer: Check out their website: www.whenyoulead.com Send her an email: carly@whenyoulead.com Resources mentioned in this episode: 🎙 The Updated Leadership Podcast ☎️ Kolbe Interpretation with Certified Kolbe Consultant 💻 FREE class on how to break up with Disappointment 💻 Breakthrough for Bookkeepers & Accountants Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 05 Dec 2023 | Gathering and Showcasing Client Testimonials: Boosting Credibility for Bookkeepers & Accountants | 00:27:10 | |
In this solo episode, Alyssa Lang covers the topic of gathering client testimonials to help showcase your services and deliverables. Alyssa breaks down how to capture testimonials, what to do with them and how to respond to negative feedback. In this episode you’ll hear:
Resources mentioned in this episode: ⚙️ Asana ⚙️ Loom ⚙️ Zoom ⚙️ Google Forms ⚙️ Notion Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 12 Dec 2023 | Plan, Prepare, Succeed: Succession Planning and Building Business Systems with Julee Yokoyama | 00:52:33 | |
Alyssa Lang interviews Julee Yokoyama, the owner and founder of Project C.Y.A.™, and they dive deep into preparing your business for just in case something happens to you and the importance of prioritizing systems and your team to make it happen. In this episode you’ll hear:
About our guest: Julee Yokoyama is a business strategist willing to tackle the tough conversations that make others run for cover. She helps service business owners answer: What happens to your business if something happens to you? through succession and delegation planning. Julee brings 15 years of consulting experience as a certified project manager, business manager, and end-of-life doula. Needless to say, she’s a super planner and calm in the chaos—bringing her clients operational efficiency and peace of mind that increases life fulfillment. She’s also a speaker and host of the Project C.Y.A.™ podcast, committed to increasing education and awareness around risk management and succession planning for the entrepreneurship community. Julee lives in Seattle, WA, with her husband and two fur babies, Lucy and Desi. Connect with Julee Yokoyama: Follow Julee on Instagram: @juleeyokoyama Connect on LinkedIn: https://www.linkedin.com/in/julee-yokoyama Follow Julee on Facebook: https://www.facebook.com/projectcya Resources mentioned in this episode: 💻 Breakthrough for Bookkeepers & Accountants 🎙 The Ambitious Bookkeeper Podcast ☎️ Book an hour call with Julee Yokoyama 🏃🏼♀️ Where to start with working with Julee 📚 Built to Sell by John Warrillow 📚 The Five Invitations by Frank Ostaseski 🎙 Project C.Y.A.™ Podcast 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:
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| 19 Dec 2023 | The Process of Transitioning Clients to a New Email: Strategies for a Smooth Changeover | 00:19:18 | |
In this solo episode, Alyssa Lang covers how to smoothly transition clients to a new point of contact email for your bookkeeping and accounting firm and how to create one. This is the perfect episode for those that are lost on where to start to transition clients. In this episode you’ll hear:
Resources mentioned in this episode: ⚙️ Namecheap 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:
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| 26 Dec 2023 | Best of 2023: Alyssa’s Top Wins and Favorites in Business | 00:25:09 | |
In this solo episode, Alyssa Lang reviews everything that happened at both Workflow Queen and her firm, Magnetic Bookkeeping & Consulting in 2023. She reflects on her favorite things from the year and also all the major wins in her personal life and both businesses. In this episode you’ll hear:
Resources mentioned in this episode: 💻 Breakthrough for Bookkeepers & Accountants ⚙️ Notion 💻 Workflow Queen’s Challenges for Bookkeepers & Accountants Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 02 Jan 2024 | How to Save a Sh*t Ton of Money on Processing Fees Using Plooto | 00:35:25 | |
In this solo episode, Alyssa Lang covers one of her favorite softwares, Plooto. She talks about how much money it has saved her and firm bookkeeping firm from unnecessary payment processing fees, what subscription level she uses and how she onboards her clients in Plooto. In this episode you’ll hear:
Resources mentioned in this episode: 💸 QuickBooks Online Payment Processing Fees Breakdown 💸 Plooto Payment Processing Fees Breakdown 📝 Workflow Queen’s blog on Plooto 🎙 Workflow Queen’s podcast interview with founder of Plooto ⚙️ Magnetic Bookkeeping Tech Stack 💻 Breakthrough for Bookkeepers & Accountants Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 09 Jan 2024 | Which Program is Right for Me? | 00:32:25 | |
In this solo episode, Alyssa Lang covers the many different ways you can level up your bookkeeping or accounting business through our programs and resources at Workflow Queen. Here at Workflow Queen, we help bookkeepers and accountants from around the world to implement tech, systems, team building and automation so they can remove themselves from the day-to-day operations. In this episode you’ll hear:
Resources mentioned in this episode: 💻 Workflows in a Weekend for Bookkeepers & Accountants 💻 Kickoff with Asana for Bookkeepers & Accountants 💻 Breakthrough for Bookkeepers & Accountants Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen
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:
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| 16 Jan 2024 | Growing Efficient Systems: Lessons in Operations and Integration with Brooke Scott | 00:41:26 | |
Alyssa Lang interviews Brooke Scott, systems, operations and integration specialist who helps entrepreneurs in growth-mode by optimizing their operations, processes, systems, & workflows. They discuss the ins and outs of creating efficient systems, processes and setting up automations to make things in business run smoothly. In this episode you’ll hear:
About our guest: Brooke Scott, MBA is a Systems, Operations & Integration Specialist who helps entrepreneurs in growth-mode by optimizing their operations, processes, systems, & workflows. She provides guidance in restoring & streamlining their business behind the scenes with the intention of improving their client experience. From strategy to implementation, she helps clients knock out projects & initiatives so that they can start running their businesses like they want to. Connect with Brooke Scott: Check out her website: www.projectgrowthmode.com Resources mentioned in this episode: ⚙️ Dubsado ⚙️ Anchor ⚙️ Zapier 💻 Breakthrough for Bookkeepers & Accountants 💻 Kickoff with Asana for Bookkeepers & Accountants Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 23 Jan 2024 | Unique Marketing Strategies for Bookkeepers & Accountants | 00:31:36 | |
In this solo episode, Alyssa Lang covers some of her best kept marketing strategies and secrets she uses to attract her ideal client base at her bookkeeping and consulting firm, Magnetic Bookkeeping & Consulting. If you are looking for marketing strategies to attract bookkeeping and accounting clients then this is the episode for you. In this episode you’ll hear:
Resources mentioned in this episode: 👥 Sales & Marketing Tips for Bookkeepers & Accountants Facebook Group ⚙️ 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:
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| 30 Jan 2024 | Dealing with Overwhelm and Being Burnout | 00:16:46 | |
In this solo episode, Alyssa Lang talks about what it is really like to feel burnout and wanting to throw in the towel in business. Business is hard, business can be overwhelming and some days are not always the best day but she shares how she copes with those down days in business. In this episode you’ll hear:
Resources mentioned in this episode: 💌 Reach out on Instagram if you need a friend Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 06 Feb 2024 | Efficient Bookkeeping Workflow Automation: Key Tools and Strategies | 00:25:27 | |
In this solo episode, Alyssa Lang covers the power of automating your systems and processes to better serve your bookkeeping and accounting clients. She covers different apps and softwares to use to help automation things in your business and the key tools Alyssa uses to streamline her processes. In this episode you’ll hear:
Resources mentioned in this episode: ⚙️ Zapier ⚙️ Anchor ⚙️ Miro 💻 Breakthrough for Bookkeepers & Accountants ☎️ Book a 15 minute consult call to discuss our programs 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:
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| 13 Feb 2024 | Building Your Dream Team: Hiring and Management Tips for Bookkeepers | 00:39:08 | |
In this solo episode, Alyssa Lang covers how to build your ideal team for your bookkeeping and accounting firm through identifying your hires, creating the job description, interviewing candidates and extending the offer. In this episode you’ll hear:
Resources mentioned in this episode: 💻 Breakthrough for Bookkeepers & Accountants ⚙️ Clockify 👥 Why HR ⚙️ Gusto 📚 Make ‘Em Beg to Work for You by Angela E. Lauria ☎️ Book a 15 minute consult call to chat about Breakthrough Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 20 Feb 2024 | Maximizing Profitability in Bookkeeping: Techniques for Financial Success | 00:31:13 | |
In this solo episode, Alyssa Lang covers key strategies and techniques for creating financial success in your bookkeeping and accounting firm. She breaks down how to analyze and increase your client profitability and optimizing your financials to reflect useful data to help you make key decisions. In this episode you’ll hear:
Resources mentioned in this episode: ⚙️ QuickBooks Online for Accountants ⚙️ Clockify ⚙️ Asana 💻 Melissa Honan’s ‘How to Increase Client Prices’ mini program ⚙️ RightTool (use code WORKFLOWQUEEN for $10 off per month for 14 months) 💻 Breakthrough for Bookkeepers & Accountants ☎️ Book a FREE 15 minute consult call to chat about what programs & resources are right for you 💻 Kickoff with Asana for Bookkeepers & Accountants Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 27 Feb 2024 | Get Support, Build Systems, and Breakthrough: Free Bootcamp for Bookkeepers and Accountants | 00:20:21 | |
In this solo episode, Alyssa Lang covers The POWER to Breakthrough FREE Bootcamp for Bookkeepers & Accountants who want to scale bigger, hire better and break through to the next level. In this episode you’ll hear:
Resources mentioned in this episode: 💻 The POWER to Breakthrough Bootcamp Bootcamp Details: Sign up for the bootcamp: workflowqueen.com/bootcamp Bootcamp dates: March 4th - March 8th What you’ll learn:
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:
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| 05 Mar 2024 | Streamlining Business Operations: Breakthrough Success in Bookkeeping with Holly Skog | 00:55:01 | |
Alyssa Lang interviews Holly Skog, Owner and Founder of Happy Books Solutions, to talk about Holly’s journey through joining and implementing Breakthrough to help her prepare for maternity leave and give her team the time to shine. In this episode you’ll hear:
About our guest: Holly Skog is the owner of Happy Books Solutions, a bookkeeping and fractional CFO firm which helps interior designers navigate the finance side of their business. She's an extroverted numbers nerd who loves bringing personality and approachability to the finance world (a world we all know could use a bit of an image refresh!). Connect with Holly Skog: Check out her website: https://happybookssolutions.com/ Follow her on Instagram: @happy.books.solutions Send her an email: holly@happybookssolutions.com Resources mentioned in this episode: ⚙️ Notion 💻 Breakthrough for Bookkeepers & Accountants ☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 12 Mar 2024 | Essential Hiring Tactics, Team Synergy, and Visionary Execution with Lori De Witt | 00:56:38 | |
Alyssa Lang interviews Lori De Witt, Owner of DWP Consulting, Inc., a Canada bookkeeping and accounting firm. They discuss topics from setting the vision of the company, communicating it with her team, establishing values and identifying core bottlenecks with her team. In this episode you’ll hear:
About our guest: Lori De Witt established and owns DWP Consulting Inc., based in Calgary, Alberta. While working at a public practice accounting firm, she saw the need for good bookkeepers, so the vision of starting her own business was born. Lori is passionate about understanding what makes her clients effective and building financial structures and processes to make their businesses all they can be. She customizes her services to each client's needs, from basic record keeping to CFO/Controller services. She is developing a fantastic team that shares this passion. Lori has a Bachelor of Management degree from Athabasca University and has lived and worked in several Canadian provinces and internationally. In addition to growing into her role as a successful business owner, Lori is happily married and has two teenage children and a dog named Millie. Connect with Lori De Witt: Connect via email: Lori@dwpbooks.ca Check out her website: https://www.dwpbooks.com/ Resources mentioned in this episode: 💻 Join our 5 Day Free Workflows Made Simple Challenge waitlist 💻 Kickoff with Asana for Bookkeepers & Accountants 💻 Breakthrough for Bookkeepers & Accountants ☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm 📊 Check out Gallup’s Strengths Finder results ⚙️ Slack Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 19 Mar 2024 | Aligning Business with Authenticity: Energetic Strategies for Growth with Renee Dick | 00:56:34 | |
Alyssa Lang interviews Renee Dick, Founder of Fresh Life Approach, about how to create an energetic strategy that aligns with your business and your life. They deep dive into Human Design, Gene Keys and how to translate the information to serve you in all areas of life. In this episode you’ll hear:
About our guest: I’m Renee, your new BFF, and personal empowerment guide. I help women entrepreneurs finally get the heck out of their own way and break through their limiting beliefs so they can show up in their business like never before. I also pair energetic, easy-peasy spiritual tools and practices without all the fluff and overwhelm. Connect with Renee Dick: Check out her website: www.freshlifemarketing.com/programs Resources mentioned in this episode: 📚 The Big Leap by Gay Hendricks 📚 The Gene Keys by Richard Rudd Renee’s Programs & Resrouces: 💻 Fresh Life Group Coaching (Group Coaching) 💻 The Rebel Coaching (1:1 Coaching) Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 26 Mar 2024 | Creating a Scalable Bookkeeping Business Model: A Step-by-Step Guide | 00:32:34 | |
In this solo episode, Alyssa Lang covers the essential elements of creating a scalable business model for your bookkeeping firm from standardizing processes, building the right team and implementing strategic growth strategies. In this episode you’ll hear:
Resources mentioned in this episode: ⚙️ Loom ⚙️ Scribe How ⚙️ Asana 💻 Kickoff with Asana for Bookkeepers & Accountants 💻 Workflows in a Weekend for Bookkeepers & Accountants 💻 Breakthrough for Bookkeepers & Accountants ⚙️ Zapier 💻 The Motherload of Email & Form Swipe File 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:
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| 02 Apr 2024 | Tips & Tricks to Elevating Your Social Media Presence with Sydney Chase | 00:54:26 | |
Alyssa Lang interviews Sydney Chase, Founder of 22 Marketing Co. and also that social media management company we use here at Workflow Queen and Magnetic Bookkeeping & Consulting. They dive deep into all things social media from how to be consistent, easily make content without draining yourself, investing in a social media manager and so much more. In this episode you’ll hear:
About our guest: 22 Marketing Co., led by CEO and founder Sydney Chase, is a dynamic social media marketing agency dedicated to helping creative and passionate female entrepreneurs increase their impact on social media. The company prides itself on being the go-to "social media BFFs," offering services that include social media management, consulting, coaching, and content creation. Sydney, a social media marketing expert, emphasizes authentic and personalized marketing that focuses on real connections rather than just numbers. With a vision of making social media a fun, easy, and simple way to build a community of online friends, 22 Marketing Co. is committed to helping businesses flourish in the digital world while ensuring a fulfilling life outside of work and prioritizing mental well-being. Connect with Sydney Chase: Connect via Email: hello@22marketingco.com Resources mentioned in this episode: 💻 Shop 22 Marketing Co. eBooks and freebies here Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 09 Apr 2024 | Assess, Improve, Repeat: The Key Process for Post-Tax Season Reflection and Advancement | 00:25:05 | |
In this solo episode, Alyssa Lang covers her key strategies for approaching major seasons and process completions to make improvements through her six step process. In this episode you’ll hear:
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:
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| 16 Apr 2024 | Birthday Special: Overcoming Challenges, Reflections on Business, Relationships, and Self-Discovery | 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:
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:
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| 23 Apr 2024 | Streamlining Email Communication with Clients Using Missive with Philippe Lehoux | 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:
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: ⚙️ 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:
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| 30 Apr 2024 | How To Know What Which Problem Needs To be Fixed In The Business Right Now | 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:
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 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:
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| 07 May 2024 | Finding Your Niche, Building Community, and Embracing Personal Growth in Bookkeeping with Abby Budd | 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:
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 ☎️ 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:
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| 21 May 2024 | How to Navigate New Hires, Trainings, and Different Learning Styles with Megan Dziewicki | 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:
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:
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| 28 May 2024 | Overcoming Impostor Syndrome: Tips for Conquering Doubt in Your Business Journey | 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:
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:
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| 04 Jun 2024 | How to Ask for Help in Balancing Your Bookkeeping Business & Personal Life with Shatoria Smith | 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:
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:
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| 11 Jun 2024 | Real Truth Behind Navigating Burnout, Hiring, and Vacation Prep | 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:
Resources mentioned in this episode: 💻 Breakthrough for Bookkeepers & Accountants 📱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:
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| 18 Jun 2024 | Essential Hiring Compliance Questions Answered by HR Expert Matt Tipton | 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:
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/ 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
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| 25 Jun 2024 | Handling Past Due Books: Setting Expectations, Additional Pricing, and Client Communication | 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:
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 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:
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| 02 Jul 2024 | How to Create an Aligned Business and Life with Ashley Strong Smith | 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:
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:
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| 16 Jul 2024 | Identifying Team Issues and Making Strategic Changes for Success | 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:
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:
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| 23 Jul 2024 | Stress Relief Techniques & Mindful Movement for Business Owners with Nicole Staples | 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:
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 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:
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| 30 Jul 2024 | Unstoppable Mindset: Conquering Fear, Embracing Success, & Elevating Your Business | 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:
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:
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| 06 Aug 2024 | Pricing for Growth: Aligning Client Fees with Your Business Goals | 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:
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:
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| 13 Aug 2024 | The Alyssa & Serena Show Part 1 | 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:
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:
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| 15 Aug 2024 | The Alyssa & Serena Show Part 2 | 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:
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: ⚙️ Loom ⚙️ Tango ⚙️ Scribe How ⚙️ Notion 💻 Breakthrough for Bookkeepers & Accountants 💻 Workflows in a Weekend for Bookkeepers & Accountants
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:
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| 20 Aug 2024 | Spotting & Solving Your Business’s Core Issues for Bookkeepers & Accountants | 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:
Resources mentioned in this episode:
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 22 Aug 2024 | Step-by-Step Quality Control Process to Eliminate Errors in Your Work | 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:
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:
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| 27 Aug 2024 | The Power of Niching Down: The Path to a Thriving Bookkeeping and Accounting Business with Sarah Bratcher | 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:
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:
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| 29 Aug 2024 | How to Become a Removable CEO & Build a Work-Optional Business | 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:
Resources mentioned in this episode: ⚙️ Asana ⚙️ Notion For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use:
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| 03 Sep 2024 | The Manifestation Shift: Unleashing Confidence and Abundance in Your Business with Alyssa Simpson | 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:
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 Resources mentioned in this episode: 📘 '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:
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| 10 Sep 2024 | Adjusting Month End Close Due Dates to Better Manage Client Work with Brooke Swan | 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:
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 🔗 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:
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| 17 Sep 2024 | Letting Go of Sales and Empowering Growth Through Communication with Scott Scarano | 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:
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:
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| 01 Oct 2024 | Mastering Client Experiences: Unveiling Secrets to Winning Proposals and Satisfaction with Christy Bowie | 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:
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:
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| 08 Oct 2024 | How and When to Fire Clients: Best Practices for Bookkeepers & Accountants | 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:
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:
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| 15 Oct 2024 | The Art of Pricing: Insights on Creating Value and Confidence in Your Pricing with Helena Donald | 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:
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:
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| 29 Oct 2024 | Exciting News: The New Direction of Workflow Queen – What’s Coming Next! | 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:
Resources mentioned in this episode: 💻 Waitlist for our Content Snare program 👤 Serena Shoup with the Ambitious Bookkeeper 💻 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:
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| 05 Nov 2024 | Pricing for Profitability: How to Make Sure Every Client is Worth It | 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:
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:
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| 12 Nov 2024 | Attracting Your Dream Clients: Marketing Strategies That Actually Work | 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:
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:
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| 26 Nov 2024 | Unlocking Hidden Profits: The Secret to Maximizing Client Margins | 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:
Resources mentioned in this episode: ⚙️ Zapier 💻 Client Profitability Calculator for Bookkeepers & Accountants 💻 Breakthrough for Bookkeepers & Accountants 💻 Kickoff with Asana for Bookkeepers & Accountants 📝 Read the blog How to Use Clockify in Asana for Your Bookkeeping Practice
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 | |||
| 03 Dec 2024 | Building a Seamless Onboarding System for Your Clients | 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:
Resources mentioned in this episode: 💻 Breakthrough for Bookkeepers & Accountants ⚙️ 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 💻 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:
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| 05 Dec 2024 | Streamlining Client Requests: How Transforming Your Process Can Boost Efficiency and Results with Brooke Swan | 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:
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: ⚙️ 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:
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| 10 Dec 2024 | Elevate Your Year-End Process: Tools, Tips, and Client Expectations | 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:
Resources mentioned in this episode: 🎙️ Listen to Episode 40: Uplevel Your Year End Client Experience with Serena Shoup ⚙️ 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) ⚙️ 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:
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| 12 Dec 2024 | Why You Should Stop Emailing Your Clients To Gather Information & Do This Instead with Brooke Swan | 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:
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 ☎️ 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:
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| 17 Dec 2024 | How to Creating a Stress-Free Holiday Closure for Bookkeepers & Accountants | 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:
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:
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| 19 Dec 2024 | How to Streamline Client Onboarding Using Automation with Brooke Swan | 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:
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 📋 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:
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| 24 Dec 2024 | Simplify and Track Client Requests with Ease with Brooke Swan | 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:
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 ⚙️ 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:
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