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

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 2025How networking and community building can take your business to the next levelWhy this accounting event for women will reshape connectionsAbout 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.comCheck out her event: https://cec4-erin.systeme.io/0cc9baddResources 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.comThanks 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, @workflowqueenFor 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.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast 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 planningWhat options exist for hiring, such as improving efficiency and implementing better systemsWhy maintaining a hiring pipeline and proactive onboarding are vital for team growthHow to use a project-based assessment for hiring to evaluate problem-solving skillsWhat pricing strategies can be set for bookkeeping servicesResources 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 programThanks 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, @workflowqueenFor 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.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect 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 teamWhy losing track of client requests can create more work and headachesWhat tools and systems you can use to manage missing client informationHow Content Snare helps provide clear visibility into requested and missing client infoAbout 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⚙️ AsanaThanks 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, @workflowqueenFor 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.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast 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 processesHow to visually map out processes for better clarity and workflowWhy separating onboarding and cleanup enhances operational efficiencyHow tools like Asana and Content Snare streamline the onboarding experienceAbout 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 mappingThanks 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, @workflowqueenFor 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.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast 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 closureHow to handle team pay fairly during time off and holiday closureWhy holiday downtime benefits you and your teamWhat you can do during holiday closure to recharge and move the needle forwardResources 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 firmThanks 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, @workflowqueenFor 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.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast 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 clientsHow Content Snare streamlines and automates client requests and follow-upsWhat benefits you can experience from using Content Snare with your clientsHow automating tasks saves time and mental bandwidthWhy setting clear deadlines is essential for client expectations and timely submissionsAbout 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 SelfThanks 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, @workflowqueenFor 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.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast 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 workflowsWhy clear client communication and setting expectations are vital for timely submissionsHow to use tools like Asana, Content Snare, and Notion for streamlined year-end processesWhen to start 1099 preparation to avoid end-of-year chaos and ensure timely complianceResources 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⚙️ NotionThanks 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, @workflowqueenFor 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.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast 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 thenWhat software to use for client information requestsWhy manual processes can cause stress and how our solution can alleviates thatHow our upcoming course Effortless Client Request can streamline your client requestsAbout 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⚙️ ZapierThanks 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, @workflowqueenFor 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.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast 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 processHow to separate your sales process, onboarding and clean up process for best successWhy proper onboarding is crucial for cultivating positive client relationships and retentionHow automation tools can enhance the onboarding experienceWho can handle onboarding tasks within your firmResources 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 firmThanks 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, @workflowqueenFor 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.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast 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 firmsWhat strategies to implement for effective rate increasesHow to identify inefficiencies in your workflow and streamline processes with documentation and automationWhy understanding client profitability is essentialResources 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 PracticeThanks 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, @workflowqueenFor 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.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueen