Elevate Your Year-End Process: Tools, Tips, and Client Expectations

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

Chapters
0:00
Introduction
2:34
Personal Year-End Challenges
6:29
Importance of a Year-End Process
10:43
Steps for a Smooth Year-End
15:51
Creating a Year-End Tax Package
16:15
Creating a Year-End Experience
20:06
Streamlining 10-99 Preparation
23:47
Efficient Tools and Systems for Year-End
27:06
Handling Missing Client Information
33:13
Key Takeaways and Resources
Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
Elevate Your Year-End Process: Tools, Tips, and Client Expectations
Dec 10, 2024 Season 1 Episode 95

In this solo episode, Alyssa Lang covers essential year-end strategies for bookkeepers and accountants. Alyssa shares insights on differentiating year-end tasks from month-end obligations, implementing efficient tools like Asana and Content Snare, and setting clear client expectations, ensuring a seamless and successful year-end process!

In this episode you’ll hear:

  • How to differentiate between year-end and month-end tasks for efficient workflows
  • Why clear client communication and setting expectations are vital for timely submissions
  • How to use tools like Asana, Content Snare, and Notion for streamlined year-end processes
  • When to start 1099 preparation to avoid end-of-year chaos and ensure timely compliance

Resources mentioned in this episode:

🎙️ Listen to Episode 40: Uplevel Your Year End Client Experience with Serena Shoup

🎙️ Listen to Episode 2: Adjusting Month End Close Due Dates to Better Manage Client Work with Brooke Swan

⚙️ Alyssa’s tech stack at Magnetic Profits

💻 Elevate by Ambitious Bookkeeper

📝 Brooke Swan’s 1099 Filing & Prep Process

💻 Effortless Client Requests for Bookkeepers & Accountants (Content Snare program)

💻 Breakthrough for Bookkeepers & Accountants

💻 Kickoff with Asana for Bookkeepers & Accountants

⚙️ Track1099 (1099 filing software)

⚙️ Content Snare

⚙️ Asana

⚙️ Canva

⚙️ Loom

⚙️ Notion

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

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