In this solo episode, Alyssa Lang shares her personal journey of embracing rest as a strategic and productive choice for long-term growth at Workflow Queen. Alyssa discusses how intentional pauses can lead to powerful insights, the importance of redefining productivity, and how to integrate rest into entrepreneurship, offering listeners a fresh perspective on achieving balance and success.

In this episode you’ll hear:

• Why Alyssa decided to pause the podcast until summer for rest and growth
• How the Zion retreat highlighted different productivity definitions and the importance of rest
• How rest is seen as strategic in your journey
• What plans are ahead for Workflow Queen that requires rest

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

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com

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

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com

In this solo episode, Alyssa Lang covers the art of streamlining client communication to enhance productivity and client satisfaction. Alyssa shares actionable steps such as choosing the right tools, automating follow-ups, and utilizing templates for consistent communication, ensuring your interactions are seamless and stress-free!

In this episode you’ll hear:

• How to create templates for repetitive emails and client FAQs
• What steps can streamline client communication and improve experiences for both team and clients
• How defining clear communication channels with clients reduces confusion and improves efficiency
• Why automated follow-ups and check-ins with tools can prevent delays and improve your clients experience

Resources mentioned in this episode:

⚙️ Notion

⚙️ Content Snare

⚙️ Missive

⚙️ Xenett

⚙️ Keeper

💻 Effortless Client Requests for Bookkeepers & Accountants

💻 The Motherload of Email & Form Swipe File

🙋🏼‍♀️ Check out our courses and resources

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

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com

Alyssa Lang interviews Matt Budden and Matt Smith, owners of WORTTTH Advisory, on the intricate process of business valuation and its impact on potential sales and exits. Alyssa, Matt, and Matt explore the emotional journey of contemplating a business sale, unraveling the components of a firm's value, and understanding the steps to better prepare for a future exit, offering listeners invaluable insights into maximizing their business's appeal to potential buyers.

In this episode you’ll hear:

• How Alyssa went through the valuation process for her firm with Matt & Matt
• What the valuation and exit readiness scorecard process looks like for potential business sellers
• Why understanding business valuation is beneficial, even if you're not currently planning to sell

About our guests:

Matt Budden and Matt Smith are the Co-Founders of WORTTTH Advisory, a boutique financial consulting firm specializing in valuations, M&A, and strategic financial services. Both are qualified Chartered Accountants (SA) with extensive global experience in deal advisory and financial services.

Known as "The Matts," they share a deep passion for education and a relational approach to consulting. Their backgrounds include years in public accounting, with Smith specializing in deal structuring and tax efficiencies, while Budden focuses on valuations and financial due diligence. Prior to launching WORTTTH, they spent five years leading a multinational fractional CFO firm, helping entrepreneurs scale sustainably.

Budden is recognized for his ability to inspire and connect with entrepreneurs, while Smith excels at distilling complex data into actionable insights. Together, they create a safe, strategic space for founders to grow and build impactful businesses.

Connect with Matt Budden & Matt Smith:

Follow them on Instagram: @worttth

Connect with them on LinkedIn: linkedin.com/company/worttth-advisory/ Email them: team@wortttth.com

Resources mentioned in this episode:

📚 Built to Sell by John Warrillow

💻 Breakthrough for Bookkeepers & Accountants

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

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com

In this solo episode, Alyssa Lang covers the importance of setting strong boundaries for leaders in the bookkeeping and accounting industries. Alyssa emphasizes how boundaries foster structure, clarity, and respect within your business, highlighting the benefits of saying no, defining roles, and promoting accountability to create a healthier and more sustainable work environment.

In this episode you’ll hear:

• Why setting boundaries is essential for business growth
• How good leaders use boundaries to protect time, energy, and space for themselves and their teams
• What strategies to implement for effectively setting boundaries with clients and team members
• How to empower your team by shifting responsibilities and avoiding being the bottleneck

Resources mentioned in this episode:

💻 Breakthrough for Bookkeepers & Accountants

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

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com

Alyssa Lang interviews Diana Lunzer, a productivity and systems expert and certified Notion consultant, on the transformative power of Notion for bookkeepers, accountants, and business owners seeking streamlined operations. Alyssa and Diana explore how Notion can enhance workflow efficiency, reduce overwhelm, and serve as a centralized hub of information, along with practical tips for making the most of this versatile tool.

In this episode you’ll hear:

• Why Notion is a powerful tool for productivity and systems in businesses and personal life
• What the key differences are between Notion and other project management tools like Asana
• How Notion can be customized to meet unique business needs and improve workflows

About our guest:

Diana Lunzer is a Productivity & Systems Expert, and a Certified Notion Consultant. She turns founders into productive powerhouses, so they can great their 7-figure empire. She is a 2x founder, on a mission to help fellow ambitious business owners who feel overwhelmed as they scale their companies. Diana is passionate about helping founders and their teams get organized and spend their time more intentionally, to scale and make more money, while enjoying the ride! She specializes in identifying where your business is leaking time and money. Diana uncovers your productivity gaps and system inefficiencies, then uses tools like Notion, Zapier, and Manychat to help your business scale with more organization, peace, and profit.

Connect with Diana Lunzer:

Follow her on Instagram: @DianaLunzer Subscribe to her YouTube channel: https://www.youtube.com/@dianalunzer Subscribe to herFounder’s Flow newsletter: https://tally.so/r/mVZyaJ Visit her Flow State website to learn more: www.flowwithsystems.com

Resources mentioned in this episode:

Here is a list of all the resources, tech, books, podcasts, etc., mentioned in the episode:

👥 Goal Digger Podcast Facebook Group

⚙️ Notion

⚙️ Asana

💻 Breakthrough for Bookkeepers & Accountants

📱 AnyList App

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

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com

In this solo episode, Alyssa Lang covers the intricacies of handling difficult conversations within your bookkeeping or accounting practice. Alyssa breaks down practical steps on preparing for hard dialogues, using data-driven approaches, and creating impactful outcomes, ensuring you nurture not only a productive team but also foster personal growth as a leader!

In this episode you’ll hear:

• How to prepare for hard conversations with your team using a step-by-step framework
• Why hard conversations are essential for avoiding business bottlenecks and fostering growth
• What steps to take to evaluate the root cause before having a hard conversation
• How to use data and KPIs instead of emotions to guide tough discussions
• What performance improvement plans entail and when to let someone go

Resources mentioned in this episode:

💻 Breakthrough for Bookkeepers & Accountants

⚙️ Notion 

👉🏼 Sign up for The Removable CEO Workshop on February 25th @ 12pm EST!

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

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com

In this solo episode, Alyssa Lang covers the five key pillars of leadership essential for building a scalable and profitable firm. Alyssa dives into mindset shifts, creating the right offers, implementing efficient systems, nurturing an empowering company culture, and becoming truly removable, guiding listeners on their journey from overwhelmed business owner to confident leader!

In this episode you’ll hear:

• What are the five key pillars of leadership to create a scalable and profitable firm
• How to identify and overcome challenges when hiring team members
• Why profitability is essential for gaining freedom in your business
• How to use clear expectations and track KPIs for effective team management
• What mindset shifts are necessary to transform from an overwhelmed business owner to a confident leader

Resources mentioned in this episode:

🧡 Join our FREE POWER to Breakthrough Bootcamp (2/17 - 2/21)

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

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com

About our guest:

Mariana is a former Emmy award-winning filmmaker, founder of Brandmagnetic.com. She's obsessed with Emotional Marketing and specializes in helping online business owners create instant personal and emotional connection and increase conversions using a 2-3 minute Brand Video.

Connect with Mariana Henninger:

Follow her on Instagram: http://instagram.com/brandmagnetic Connect with her on LinkedIn: http://linkedin.com/in/marianahenninger Email her: hello@brandmagnetic.com

Resources mentioned in this episode:

📄 The Ultimate Cheat Sheet for a Brand Story That Converts 📹 Watch Mariana’s brand video here 🏆 Heather Sager speaking coach

These resources and connections from the episode offer great insights into emotional marketing and building trust in your brand.

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

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com

In this solo episode, Alyssa Lang covers essential strategies for improving year-end workflows for bookkeepers and accountants. Alyssa discusses practical ways to reflect on past processes, create plans to address bottlenecks, and leverage tools like Content Snare to automate client communication, ensuring a smoother and more efficient year-end experience in the future.

In this episode you’ll hear:

• How to conduct a year-end debrief to identify what went right and wrong
• What steps to take to fix year-end bottlenecks and improve workflows for the future
• Why creating templates and specific softwares can streamline client requests
• When and how to set expectations with clients to ensure smoother year-end

Resources mentioned in this episode:

👉🏼 Join our FREE POWER to Breakthrough Bootcamp (Feb 17th - Feb 21st)

⚙️ Content Snare

💻 Effortless Client Requests for Bookkeepers & Accountants 💻 Breakthrough for Bookkeepers & Accountants

⚙️ Notion

⚙️ Asana

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

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com

Alyssa Lang interviews Erin Pohan, Founder of Upkeeping and WAVE - Seattle, on building supportive communities for women in accounting, finance, and entrepreneurship. Alyssa and Erin explore the transformative power of authenticity, organizing impactful industry events, and fostering long-term connections that challenge traditional norms!

In this episode you’ll hear:

• What exciting live event is happening in Seattle, WA in May of 2025
• How networking and community building can take your business to the next level
• Why this accounting event for women will reshape connections

About our guest:

As Founder of UpKeeping®, Erin is changing the boring stereotypes about accounting and helping business owners truly understand their business finances. Through a customized outsourced accounting subscription service, Erin and her team support entrepreneurs by being their #1 financial concierge/communicator. Erin holds an MS in Accounting from Liberty University and a BS in Accounting from the University of Maryland. When she’s not trying to make accounting more “fun”, Erin loves building community within the industry and convincing accounting students that owning an accounting/bookkeeping firm is the American dream.

Connect with Erin Pohan:

Email Erin Pohan: info@waveseattle.com

Check out her event: https://cec4-erin.systeme.io/0cc9badd

Resources mentioned in this episode:

🎟️ Sign up for the WAVE - Seattle event on May 22, 2025

📧 Have questions about the event? Send an email to info@waveseattle.com

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

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

In this solo episode, Alyssa Lang covers your top questions for our special 100th episode of the podcast. It includes common challenges and strategies for hiring and team management tailored for bookkeepers and accountants. Alyssa dives into the nuances of capacity planning, proactive hiring processes, and innovative methods like project-based assessments, providing listeners with actionable insights to make informed decisions and foster a thriving work environment!

In this episode you’ll hear:

• How to determine the right timing for hiring by using capacity planning
• What options exist for hiring, such as improving efficiency and implementing better systems
• Why maintaining a hiring pipeline and proactive onboarding are vital for team growth
• How to use a project-based assessment for hiring to evaluate problem-solving skills
• What pricing strategies can be set for bookkeeping services

Resources mentioned in this episode:

🎙️ Listen to Episode 90: Pricing for Profitability: How to Make Sure Every Client is Worth It

🎙️ Listen to Episode 76: Pricing for Growth: Aligning Client Fees with Your Business Goals

🎙️ Listen to Episode 75: Unstoppable Mindset: Conquering Fear, Embracing Success, & Elevating Your Business

🎙️ Listen to Episode 35: What I Would Do Differently If I Had To Start All Over Again

🎙️ Listen to Episode 53: Building Your Dream Team: Hiring and Management Tips for Bookkeepers

🎙️ Listen to Episode 89: Exciting News: The New Direction of Workflow Queen – What’s Coming Next!

📚 Read to Blog: How to Build an Internal Training Program for New (and Existing) Team Members

🎙️ Listen to Episode 38: What To Do When Your Clients Don’t Get You Everything You Need
💻 Client Profitability Tracker
💻 Effortless Client Requests program
⚙️ Hubdoc
⚙️ Google Drive
⚙️ Content Snare
⚙️ Asana
⚙️ Loom
💻 Bookkeeper Launch
💻 Breakthrough for Bookkeepers & Accountants group coaching program

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

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook:

Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on how to efficiently track and manage missing client information. Alyssa and Brooke discuss the practical use of systems like Content Snare and Notion to streamline workflows, maintain clear communication with clients, and prepare for busy season.

In this episode you’ll hear:

• How to keep track of missing information from clients with your team
• Why losing track of client requests can create more work and headaches
• What tools and systems you can use to manage missing client information
• How Content Snare helps provide clear visibility into requested and missing client info

About our guest:

Brooke Swan is the founder and CEO of Clarity Bookkeeping & Consulting. She started her firm in 2018 with the goal of helping business owners not only understand their finances, but enjoy a better work-life balance and helping them build the business of their dreams. Through their advisory services and creative strategic approaches, Clarity has helped hundreds of business owners reach their goals!

Brooke operates her firm on a 4-day work week that values efficiency, collaboration, and positivity which also allows her team to enjoy a better work-life balance as well! Brooke has a burning desire to help others and has been coaching other bookkeeping business owners for years. She now exclusively coaches with Team Workflow Queen in their Breakthrough program.

Connect with Brooke Swan:

Check our her website: https://www.claritybkpg.com/ ****

Follow her on Instagram: @brookeashleyy_

Resources mentioned in this episode:

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

⚙️ Notion

⚙️ Content Snare

⚙️ Asana

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

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on client onboarding systems. Alyssa and Brooke chat about the challenges of streamlining onboarding, utilizing tools like Content Snare for efficiency, and reimagining workflows to transform both team dynamics and client experiences!

In this episode you’ll hear:

• What distinguishes your onboarding from your cleanup processes
• How to visually map out processes for better clarity and workflow
• Why separating onboarding and cleanup enhances operational efficiency
• How tools like Asana and Content Snare streamline the onboarding experience

About our guest:

Brooke Swan is the founder and CEO of Clarity Bookkeeping & Consulting. She started her firm in 2018 with the goal of helping business owners not only understand their finances, but enjoy a better work-life balance and helping them build the business of their dreams. Through their advisory services and creative strategic approaches, Clarity has helped hundreds of business owners reach their goals!

Brooke operates her firm on a 4-day work week that values efficiency, collaboration, and positivity which also allows her team to enjoy a better work-life balance as well! Brooke has a burning desire to help others and has been coaching other bookkeeping business owners for years. She now exclusively coaches with Team Workflow Queen in their Breakthrough program.

Connect with Brooke Swan:

Check our her website: https://www.claritybkpg.com/ ****

Follow her on Instagram: @brookeashleyy_

Resources mentioned in this episode:

💻 Effortless Client Requests for Bookkeepers & Accountants

💻 Kickoff with Asana for Bookkeepers & Accountants

⚙️ Content Snare

📋 Large sticky notes for planning & processing mapping

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

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

In this solo episode, Alyssa Lang dives into the details of holiday closures, offering insight on efficiently managing your bookkeeping or accounting firm during this time of the year. Alyssa explains the importance of prepping your clients, effective implementation of holiday pay policies, and using downtime for strategic planning and personal projects, ensuring a smooth and beneficial break for you, your team and clients.

In this episode you’ll hear:

• What to do to prepare your firm for a smooth holiday closure
• How to handle team pay fairly during time off and holiday closure
• Why holiday downtime benefits you and your team
• What you can do during holiday closure to recharge and move the needle forward

Resources mentioned in this episode:

💻 Breakthrough for Bookkeepers & Accountants 💻 Effortless Client Requests for Bookkeepers & Accountants

☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm

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

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on streamlining client communication and boosting efficiency through automation tools like Content Snare. Alyssa and Brooke explore how ditching emails for client interaction can save mental bandwidth, improve client relationships, and enhance business growth!

In this episode you’ll hear:

• Why Alyssa and Brooke stopped relying on emails for getting info from clients
• How Content Snare streamlines and automates client requests and follow-ups
• What benefits you can experience from using Content Snare with your clients
• How automating tasks saves time and mental bandwidth
• Why setting clear deadlines is essential for client expectations and timely submissions

About our guest:

Brooke Swan is the founder and CEO of Clarity Bookkeeping & Consulting. She started her firm in 2018 with the goal of helping business owners not only understand their finances, but enjoy a better work-life balance and helping them build the business of their dreams. Through their advisory services and creative strategic approaches, Clarity has helped hundreds of business owners reach their goals!

Brooke operates her firm on a 4-day work week that values efficiency, collaboration, and positivity which also allows her team to enjoy a better work-life balance as well! Brooke has a burning desire to help others and has been coaching other bookkeeping business owners for years. She now exclusively coaches with Team Workflow Queen in their Breakthrough program.

Connect with Brooke Swan:

Check our her website: https://www.claritybkpg.com/ ****

Follow her on Instagram: @brookeashleyy_

Resources mentioned in this episode:

💻 Effortless Client Requests for Bookkeepers & Accountants

⚙️ Content Snare

☎️ Book a Human Design Reading with Brooke Swan at Aligned Self

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

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

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

In this episode you’ll hear:

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

Resources mentioned in this episode:

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

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

⚙️ Alyssa’s tech stack at Magnetic Profits

💻 Elevate by Ambitious Bookkeeper

📝 Brooke Swan’s 1099 Filing & Prep Process

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

💻 Breakthrough for Bookkeepers & Accountants

💻 Kickoff with Asana for Bookkeepers & Accountants

⚙️ Track1099 (1099 filing software)

⚙️ Content Snare

⚙️ Asana

⚙️ Canva

⚙️ Loom

⚙️ Notion

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

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

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Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

Alyssa Lang and Brooke Swan, Owner of Clarity Bookkeeping & Consulting, chat about changing client management through effective systems like Content Snare. Alyssa and Brooke uncover how this tool transforms the often-overwhelming task of client interactions into a streamlined, stress-free experience, making it a game changer for bookkeeping and accounting professionals!

In this episode you’ll hear:

• How Alyssa and Brooke struggled with ineffective systems and how that’s changed since then
• What software to use for client information requests
• Why manual processes can cause stress and how our solution can alleviates that
• How our upcoming course Effortless Client Request can streamline your client requests

About our guest:

Brooke Swan is the founder and CEO of Clarity Bookkeeping & Consulting. She started her firm in 2018 with the goal of helping business owners not only understand their finances, but enjoy a better work-life balance and helping them build the business of their dreams. Through their advisory services and creative strategic approaches, Clarity has helped hundreds of business owners reach their goals!

Brooke operates her firm on a 4-day work week that values efficiency, collaboration, and positivity which also allows her team to enjoy a better work-life balance as well! Brooke has a burning desire to help others and has been coaching other bookkeeping business owners for years. She now exclusively coaches with Team Workflow Queen in their Breakthrough program.

Connect with Brooke Swan:

Check our her website: https://www.claritybkpg.com/

Resources mentioned in this episode:

⚙️ Content Snare

⚙️ Asana

💻 Effortless Client Requests for Bookkeepers & Accountants

⚙️ Zapier

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

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

In this solo episode, Alyssa Lang dives into the critical aspects of client onboarding for bookkeepers and accountants, ensuring efficiency and client satisfaction. Alyssa walks you through the process of mapping out the onboarding journey, utilizing automation tools, and setting timelines that distinguish onboarding from sales or cleanup, setting your practice on a path to success with streamlined systems!

In this episode you’ll hear:

• How to map out an efficient onboarding process
• How to separate your sales process, onboarding and clean up process for best success
• Why proper onboarding is crucial for cultivating positive client relationships and retention
• How automation tools can enhance the onboarding experience
• Who can handle onboarding tasks within your firm

Resources mentioned in this episode:

💻 Breakthrough for Bookkeepers & Accountants

🎙️ Growing Your Firm Podcast Interview: Workflow Queen’s Must-Have Tools & Tactics for Growing Your Firm

⚙️ Miro

⚙️ Dubsado

⚙️ Asana

💻 All our programs and courses at Workflow Queen

⚙️ Notion

💻 Kickoff with Asana for Bookkeepers & Accountants

💻 The Motherload of Email & Form Swipe File

⚙️ Content Snare

💻 Effortless Client Requests for Bookkeepers & Accountants

☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm

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

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

In this solo episode, Alyssa Lang covers the world of hidden profit leaks in bookkeeping and accounting firms, offering real strategies and actionable tips to fix inefficiencies and unlock true profitability. Alyssa shares how to implement tech, systems, and automation to scale their practice while also providing insights on using her client profitability tracker to ensure maximum profitability.

In this episode you’ll hear:

• What the most common profit leaks are in accounting firms
• What strategies to implement for effective rate increases
• How to identify inefficiencies in your workflow and streamline processes with documentation and automation
• Why understanding client profitability is essential

Resources mentioned in this episode:

⚙️ Zapier

💻 Client Profitability Calculator for Bookkeepers & Accountants

💻 Breakthrough for Bookkeepers & Accountants

💻 Kickoff with Asana for Bookkeepers & Accountants

🎙️ Listen to Episode 22: Mastering Time Tracking: Unleashing Efficiency and Finding the Perfect Hires for Your Bookkeeping and Accounting Firm

📝 Read the blog How to Use Clockify in Asana for Your Bookkeeping Practice

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

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

In this solo episode, Alyssa Lang shares unique marketing strategies to enhance trust and business growth for bookkeepers and accountants. Alyssa shares how to leverage client testimonials, create compelling communication channels, and align marketing tactics with genuine client preferences, ensuring your business is primed for future success!

In this episode you’ll hear:

• How to define your ideal client profile to ensure your marketing speaks directly to the clients who align with your goals and values
• Creating a value-based marketing message that highlights the benefits you bring to clients, like time savings, financial clarity, and peace of mind
• Unique marketing approaches that set your firm apart, including hosting niche-specific webinars, sharing client success stories, and building a referral network

Resources mentioned in this episode:

💻 Breakthrough for Bookkeepers & Accountants

🎙️ Listen to episode #3: Building a $1.5 Million Firm with no Bookkeeping Experience with Melissa Honan

🎙️ Listen to episode #50: Unique Marketing Strategies for Bookkeepers & Accountants

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

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

In this solo episode, Alyssa Lang dives into pricing strategies that ensure every client contributes to your firm’s profitability. She covers common pricing mistakes, guides listeners on calculating true client costs, and explains the benefits of shifting to value-based pricing for sustainable growth.

In this episode you’ll hear:

• Why common pricing mistakes can destroy your profit margins—and how to avoid them
• How to calculate the true cost of each client and ensure they’re worth your time
• What value-based pricing is and why it often beats hourly rates for firm owners
• How to set a target profit margin that supports sustainable growth
• When it’s time to raise your rates—and how to communicate it confidently

Resources mentioned in this episode:

💻 Breakthrough for Bookkeepers & Accountants

💻 Client Profitability Tracker for Bookkeepers & Accountants

💻 Ambitious Bookkeeper’s Pricing for Profit resource

🎙️ How Breakthrough Transformed a Bookkeeper into a Thriving Firm Owner with Megan Andersen

🎙️ The Art of Pricing: Insights on Creating Value and Confidence in Your Pricing with Helena Donald

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

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

In this solo episode, Alyssa Lang shares the exciting new direction for Workflow Queen and how these changes will better serve you in the future. Alyssa dives into the experiences of pivoting your business's path, implementing systems and teams for scaling without burnout, and the fresh offers and events coming soon that you won’t want to miss.

In this episode you’ll hear:

• What exciting new changes are happening at Workflow Queen
• What micro offers and new resources are being introduced for bookkeepers and accountants
• How the podcast will focus on themes like offers, systems, and team to better serve listeners
• Why personal internal work and business strategy are crucial for sustainable business growth

Resources mentioned in this episode:

💻 Waitlist for our Content Snare program

👤 Serena Shoup with the Ambitious Bookkeeper

💌 Sign up for our exclusive free VIP email list to get first access to new offers and special discounts

💻 Breakthrough for Bookkeepers & Accountants

💻 Kickoff with Asana for Bookkeepers & Accountants

💻 Workflows in a Weekend for Bookkeepers & Accountants

📍 In-Person Events & VIP Days (email support@workflowqueen.com for more details)

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

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

Alyssa Lang interviews Helena Donald, Money Mindset Expert and Founder of Girl Unfiltered, on exploring the hidden impact of money mindset on businesses and uncovering techniques to charge your worth with confidence. Alyssa and Helena dive into addressing limiting beliefs surrounding money, valuing inner work, and providing unique approaches to elevate your financial success in your business.

In this episode you’ll hear:

• Why awareness of early programming around money is crucial for business growth and personal confidence in pricing your clients
• How to connect with clients on a unique level and lead with value to create a better client experience
• What methods help in transitioning from hourly rates to value-based pricing that feels good
• How clearing limiting beliefs around money leads to a more fulfilling and successful business approach

About our guest:

Helena Grace Donald works with ambitious women to radically release their internal money blocks, fears and limiting beliefs so they can shatter their inner glass ceiling and tap into the frequency of abundance that they not only desire, they also deserve. She uses a range of tools and modalities, such as Matrix Reimprinting and EFT. She is the founder of Girl Unfiltered, the author of Learning to Love the Girl in the Mirror and the host of The Girl Unfiltered Podcast.

Connect with Helena Donald:

Follow Helena on Instagram: @iamhelenagrace

Check out her website: https://www.girlunfiltered.com/ Listen to her podcast: https://www.girlunfiltered.com/the-girl-unfiltered-podcast/

Resources mentioned in this episode:

💸 Money Magnet Meditation gift from Helena

🎙️ Girl Unfiltered Podcast by Helena Donald

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

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

In this solo episode, Alyssa Lang covers the essential steps and strategies for gracefully firing clients while protecting your business integrity. Alyssa deep dives into implementing clear disengagement policies, managing client boundaries, and ensuring smooth transitions to foster a healthier, more aligned client base for your firm.

In this episode you’ll hear:

• How to determine if you are ready to fire a client
• When to fire a client and the logistics that go with it
• How to communicate to your client that you are firing them
• How to be ready to make space for new, and more aligned clients

Resources mentioned in this episode:

💻 Breakthrough for Bookkeepers & Accountants

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

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com