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

In this episode you’ll hear: The changes Alex has seen in business since she started over 10 years ago and how social media has shifted How to show up as an introvert on social media How to build relationships with your audience clients online and through social media How to be consistent and how to recognize when you need to give yourself a break How creating rinse and repeat methods helps your b...

In this episode, I interview Jolene Fleming, CEO of Upper Left Accounting, incredible business owner and mother. We talk about her experience with buying a book of business, how she implemented systems and processes that transformed her business and how she's on track to hitting $1 million dollars. In this episode you’ll hear: What it was like for Jolene to purchase a book of business from an...

I interview Linsey Levine, the owner of Linsey Shae Consulting and an amazing lawyer. In this episode we dive into all the necessary legal things you should be aware of as a bookkeeper, contracts you should have in place and so much more. Linsey is a wealth of knowledge and this episode is jam packed with tips. In this episode you’ll hear: What to do when you have legal questions and how to find t...

In this solo episode, I cover the hot topic everyone wants to chat about… project management systems. We dive into the project management I’ve been using for years, the benefits and my experience testing other softwares along the way. In this episode you’ll hear: What project management system I love, use and recommend Why bookkeepers and accountants need to have a project management system in pla...

I interview Melissa Honan, the CEO of Bookkeeping for Painters and the founder of Melissa Honan Consulting. We dive into the reality of things that felt like failures but turned into successes, we talk a lot about the legal side of business and how to deal with the ups and downs in building your business. In this episode you’ll hear: The failures that Bookkeeping for Painters experienced that turn...

I interview Brooke Swan, owner and founder of Clarity Bookkeeping & Consulting who’s on a mission to help her clients gain more clarity in their finances. She’s become an educator in this space and today we talk about our favorite project management system and some key features that have helped created success over the years. In this episode you’ll hear: Why we chose the project management sys...

I interview Jennifer Curfman, the founder of Untamed Creative and incredible copywriter for business owners who want to create an unforgettable brand voice that feels authentic to them. We dive into the what a copywriter can do for your bookkeeping business and how to make what we do exciting through words. In this episode you’ll hear: How to determine content ideas based off surveying your client...

I interview James Rose, the co-founder of Content Snare who’s on a mission to help others gather information and documents easily from clients. We talk today about the ways Content Snare can fit into your firm and how to leverage it. In this episode you’ll hear: What Content Snare is and how it can help you in your firm How to ensure you get the right information through rejecting and requesting i...

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...

I interview Serena Shoup, a full time educator and CPA who’s the owner and founder of both Ambitious Bookkeeper and Of Course Bookkeeping. She shares what business is like when your priorities shift throughout the years, exercises you can do to align yourself with your priorities and what her word of the year is. In this episode you’ll hear: The difference in priorities at the start of your busine...

I interview Brooke Swan, owner and founder of Clarity Bookkeeping & Consulting who’s on a mission to help her clients gain more clarity in their finances. She’s become an educator in this space and today we talk about how to identify month end deadlines and how to shift them for clients to create better project management for herself and her team. In this episode you’ll hear: The original due...

I interview Melissa Honan, the CEO of Bookkeeping for Painters and the founder of Melissa Honan Consulting. We dive into the unique sales approach she’s taken to building her firm to $1.5 million and how you can apply these same tips to create a better sales experience for you and your prospects. In this episode you’ll hear: How Melissa leveraged her prior sales experience in building her firm to...