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This interview episode is Part 2 of The Alyssa + Serena Show with my biz bestie, Alyssa Lang (Workflow Queen)! We talk about managing clients, offering advisory services, and the importance of SOPs in a bookkeeping firm. From practical business advice to lighthearted banter, you’ll wanna tune in to elevate your bookkeeping game!

In this episode you’ll hear:

the difference between consulting and advisory services
strategies for hiring and delegating tasks
how to efficiently communicate advisory services
the importance of acknowledging & embracing personal life seasons
different methods of documenting processes

Resources mentioned in this episode:

Content Snare (affiliate link)
Loom
Tango (affiliate link)
Scribe
Notion (affiliate link)
Breakthrough (affiliate link)
Workflows in a Weekend (affiliate link)
Elevate

Meet Alyssa
Alyssa, aka the Workflow Queen, teaches bookkeepers and accountants how to utilize tech and automation to create better workflows, systems and processes. As a result they can run their practices on autopilot, stress less and save time!

Connect with Alyssa
🌐 Website: http://workflowqueen.com/
📱 IG: @workflowqueen
🎙️ Podcast: Conquering Workflows & Systems with the Workflow Queen

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, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa

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161 ⎸ The Alyssa + Serena Show Part 2