Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen) Elevate Your Year-End Process: Tools, Tips, and Client Expectations
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
⚙️ 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)
⚙️ 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
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Podcast Publishing Tools we use:
- Podcast Editing: Ian Gilliam: iangilliam.com