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

In this solo episode, Alyssa Lang covers her key strategies for approaching major seasons and process completions to make improvements through her six step process. In this episode you’ll hear: What steps to take to make improvements after core processes and seasons in the business How to approach clients and team for feedback How to know what to focus on when it comes to improving and changing pr...

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

In this solo episode, Alyssa Lang covers the essential elements of creating a scalable business model for your bookkeeping firm from standardizing processes, building the right team and implementing strategic growth strategies. In this episode you’ll hear: How to standard your processes and systems to make things more efficient How to build a hig-performing team by cultivating a powerful company c...

Alyssa Lang interviews Renee Dick, Founder of Fresh Life Approach, about how to create an energetic strategy that aligns with your business and your life. They deep dive into Human Design, Gene Keys and how to translate the information to serve you in all areas of life. In this episode you’ll hear: Difference between your energetic strategy and a business strategy and how they can compliment each...

Alyssa Lang interviews Lori De Witt, Owner of DWP Consulting, Inc., a Canada bookkeeping and accounting firm. They discuss topics from setting the vision of the company, communicating it with her team, establishing values and identifying core bottlenecks with her team. In this episode you’ll hear: How to be unique in the ways you offer different opportunities to your team Why it’s important to get...

Alyssa Lang interviews Holly Skog, Owner and Founder of Happy Books Solutions, to talk about Holly’s journey through joining and implementing Breakthrough to help her prepare for maternity leave and give her team the time to shine. In this episode you’ll hear: What Holly implemented through Breakthrough to create massive wins and shifts in her firm How Holly maintains her sanity and peach by build...

In this solo episode, Alyssa Lang covers The POWER to Breakthrough FREE Bootcamp for Bookkeepers & Accountants who want to scale bigger, hire better and break through to the next level. In this episode you’ll hear: What The POWER to Breakthrough Bootcamp is all about What you can expect to learn in the FREE bootcamp Who the FREE bootcamp is for and what stage in business you need to be in How...

In this solo episode, Alyssa Lang covers key strategies and techniques for creating financial success in your bookkeeping and accounting firm. She breaks down how to analyze and increase your client profitability and optimizing your financials to reflect useful data to help you make key decisions. In this episode you’ll hear: How to calculate profitability per client What journal entries to have i...

In this solo episode, Alyssa Lang covers how to build your ideal team for your bookkeeping and accounting firm through identifying your hires, creating the job description, interviewing candidates and extending the offer. In this episode you’ll hear: How to leverage time tracking to identify future hires How to get support when paying team members and staying HR compliant What key features a job d...

In this solo episode, Alyssa Lang covers the power of automating your systems and processes to better serve your bookkeeping and accounting clients. She covers different apps and softwares to use to help automation things in your business and the key tools Alyssa uses to streamline her processes. In this episode you’ll hear: How automation of your workflows and systems can support your business Wh...

In this solo episode, Alyssa Lang talks about what it is really like to feel burnout and wanting to throw in the towel in business. Business is hard, business can be overwhelming and some days are not always the best day but she shares how she copes with those down days in business. In this episode you’ll hear: Importance of slowing down to speed up in business How to identify when you need to let...

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

Alyssa Lang interviews Brooke Scott, systems, operations and integration specialist who helps entrepreneurs in growth-mode by optimizing their operations, processes, systems, & workflows. They discuss the ins and outs of creating efficient systems, processes and setting up automations to make things in business run smoothly. In this episode you’ll hear: Why it is a great idea to get perspectiv...

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...

In this solo episode, Alyssa Lang covers one of her favorite softwares, Plooto. She talks about how much money it has saved her and firm bookkeeping firm from unnecessary payment processing fees, what subscription level she uses and how she onboards her clients in Plooto. In this episode you’ll hear: What Plooto is and how it can transform your ACH process What subscription level we recommend to g...

In this solo episode, Alyssa Lang reviews everything that happened at both Workflow Queen and her firm, Magnetic Bookkeeping & Consulting in 2023. She reflects on her favorite things from the year and also all the major wins in her personal life and both businesses. In this episode you’ll hear: What the year 2023 was like for Alyssa What Alyssa’s favorite things from 2023 are What Alyssa’s maj...

In this solo episode, Alyssa Lang covers how to smoothly transition clients to a new point of contact email for your bookkeeping and accounting firm and how to create one. This is the perfect episode for those that are lost on where to start to transition clients. In this episode you’ll hear: How to create a new, professional email for your business How to tell your existing clients where to reach...

Alyssa Lang interviews Julee Yokoyama, the owner and founder of Project C.Y.A.™, and they dive deep into preparing your business for just in case something happens to you and the importance of prioritizing systems and your team to make it happen. In this episode you’ll hear: What succession planning and risk assessing is and how you should apply it to your business How to pick the right experts to...

In this solo episode, Alyssa Lang covers the topic of gathering client testimonials to help showcase your services and deliverables. Alyssa breaks down how to capture testimonials, what to do with them and how to respond to negative feedback. In this episode you’ll hear: How testimonials can transform your business and service offerings When and where to capture testimonials How to showcase your c...

Alyssa Lang interviews Carly Clark Zimmer, the Director of Leadership Development for When You Lead, Coaching & Consulting. They talk through the importance of utilizing the Kolbe Assessment as a way to strengthen your team, understand yourself better and maximize all individuals on your team. In this episode you’ll hear: What the Kolbe Assessment is and how it can transform the way you unders...

In this solo episode, Alyssa Lang covers all things being grateful for business, for her community and students and so much more. She reminds us to take a step back and appreciate how far you’ve come, even if you feel like you haven’t made the progress you wanted to. In this episode you’ll hear: How to remind yourself of your accomplishments How to remind your clients that you are thankful for the...

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 o...

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

In this solo episode, Alyssa Lang covers common issues bookkeepers and accountants face when clients don’t get us documentation and information in a timely manner. She’ll be breaking down some tips and tricks on what to do if that’s the case. In this episode you’ll hear: What to do when clients don’t get you the information you need to complete the work How to leverage a project management system...

Alyssa Lang interviews Kate Marchbank, the Owner and Founder of Blix Bookkeeping where she supports creatives in managing their books. In this episode Alyssa changes things up a bit and having Kate interview her on the dying questions she has to help Kate move her business forward. In this episode you’ll hear: What forms of communication to use when talking with clients How to make requests from c...