#1 System We Can’t Live Without with Brooke Swan

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 system we use
• How to utilize the description boxes in your project management system
• Creating daily checklists to make you more efficient
• Features of our favorite project management system

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:

💻 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

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Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com