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

In this episode you’ll hear:The changes Alex has seen in business since she started over 10 years ago and how social media has shiftedHow to show up as an introvert on social mediaHow to build relationships with your audience clients online and through social mediaHow to be consistent and how to recognize when you need to give yourself a breakHow creating rinse and repeat methods helps your business thriveHow to value yourself and work through your money mindset issuesAbout our guest:Alex Beadon has been launching online courses and digital offers since 2011. She creates epic, branded, online experiences that are unforgettable. She is a Launch Strategist who helps online course creators scale their courses by teaching her signature six-figure launch framework in her program, Together We Launch.Connect with Alex Beadon:Connect on Instagram: @alexbeadonResources mentioned in this episode:💻 Project Storyline (Alex Beadons membership program that provides prompts for social media)💻 Together We Launch (Alex Beadons group coaching program for launchers)💻 Kickoff with Asana for Bookkeepers & Accountants⚙️ Notion🎙On Purpose with Alex Beadon podcast📚 The Law of Divine Compensation by Marianne Williamson📚 Lucky Bitch by Denis Duffield-Thomas📝 The Launch Expansion Method Training (Learn how to scale your online course to six, multi-six, or even SEVEN figures with this FREE training!)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, @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 episode, I interview Jolene Fleming, CEO of Upper Left Accounting, incredible business owner and mother. We talk about her experience with buying a book of business, how she implemented systems and processes that transformed her business and how she's on track to hitting $1 million dollars.In this episode you’ll hear:What it was like for Jolene to purchase a book of business from another firm ownerThe process of a buy out and what that looks likeHow much she bought the business forHow she implemented efficiencies, SOPs, processes, etc. in growing the businessHow she implemented Kickoff with Asana for Bookkeepers & Accountants in 4 daysHow she implemented Breakthrough for Bookkeepers & Accountants and how it changed her firmHer experience taking vacation and time away from the businessAbout our guest:Jolene Fleming is the CEO of Upper Left Accounting and she’s a profit and growth strategist, opportunity detector and someone who’s never met a puzzle she didn’t like. Jolene wants to win for her clients. Unapologetically growth-driven, Jolene's financial strategies turn small businesses into not-so-small businesses. She's transparent and unambiguous about it and still bubbles up with joy every time her tactics help someone reach a level of success that exceeds their expectations.The entrepreneurial spirit is deep-rooted in Jolene’s DNA. She comes from a long line of business owners including her grandfather who was a veterinarian, and her great great grandfather who invented the sleeping bag. When she’s not driving profits up for her client list, you’ll find Jolene riding horses with her sister and mom, or beach loafing with her husband, and three kids!Connect with Jolene Fleming:Connect with her on Facebook: facebook.com/upperleftaccounting.com Connect on Instagram: @upperleftaccountingResources mentioned in this episode:⚙️ Loom (screen recording software)⚙️ Miro (virtual white boarding and process mapping tool)🔨 Whiteboard Wallpaper⚙️ Jasper.ai💻 Breakthrough for Bookkeepers & Accountants💻 Kickoff with Asana for Bookkeepers & AccountantsThanks 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

I interview Linsey Levine, the owner of Linsey Shae Consulting and an amazing lawyer. In this episode we dive into all the necessary legal things you should be aware of as a bookkeeper, contracts you should have in place and so much more. Linsey is a wealth of knowledge and this episode is jam packed with tips.In this episode you’ll hear:What to do when you have legal questions and how to find the right legal professional for your needsWhat contracts you should have in place for your bookkeeping businessWhy you should have contracts reviewed by a lawyerThe scary things that can happen when you don’t legally protect your companyAbout our guest:Bringing over 15 years of experience in the legal and compliance world to your small business I have spent over decade working in corporate America, including Comcast, the Miami Heat and most recently Meta. After graduating from New York Law School, I worked as in-house counsel for Comcast where I gained extensive knowledge in contract law. During that time I was also promoted to Chief Compliance Officer of my division, it was then I realized the importance of creating a strong foundation, no matter the size of the company.Connect with Linsey Levine:Connect on Instagram: @linseyshaeconsulting Connect via email: linsey@linseyshaeconsulting.comVisit her website: www.linseyshaeconsulting.comResources mentioned in this episode:*Use code WFQ10 on any of her templates for 10%📝 Bookkeeper Services Business Bundle Agreement📝 Bookkeeper Services Agreement📝 Tax Service Business Bundle Agreement📝 Tax Service Agreement💻 Breakthrough for Bookkeepers & AccountantsThanks 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.comFollow the Blog: workflowqueen.com/blogCheck out our courses: workflowqueen.com/coursesConnect 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, I cover the hot topic everyone wants to chat about… project management systems. We dive into the project management I’ve been using for years, the benefits and my experience testing other softwares along the way.In this episode you’ll hear:What project management system I love, use and recommendWhy bookkeepers and accountants need to have a project management system in place no matter what stage you’re atThe benefits of using Asana for bookkeeping firmsSolution to getting your project management system set up quicklyResources mentioned in this episode:⚙️ Asana💻 5 Day Free: Workflows Made Simple Challenge (3/27 - 3/31)💻 Kickoff with Asana for Bookkeepers & Accountants💻 Free Asana Guide: 10 Simple Steps to Managing Your Clients in Asana⚙️ Keeper💌 Subscribe to our newsletterThanks 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

I interview Melissa Honan, the CEO of Bookkeeping for Painters and the founder of Melissa Honan Consulting. We dive into the reality of things that felt like failures but turned into successes, we talk a lot about the legal side of business and how to deal with the ups and downs in building your business.In this episode you’ll hear:The failures that Bookkeeping for Painters experienced that turned into successesThe reality of what a team member can do upon quittingHow differences between thought processes and point of views can make things feel out of alignmentWhy you should get strong legal contracts to protect yourself, your company and team membersWhy it’s so important to document issues with team membersImportance of not stealing other peoples hard work and instead make things your ownHow not being honest with yourself can backfire on youAbout our guest:Melissa Honan is the CEO of Bookkeeping For Painters, a bookkeeping & tax firm that works exclusively with painting businesses. Under her leadership, Bookkeeping For Painters serves over 130 clients at $1.5 million in annual recurring revenue.In addition to her role at Bookkeeping for Painters, Melissa is a Business Sales & Marketing Coach for bookkeeping business owners that want to scale their businesses to 6- or 7-figures. An introvert herself, Melissa has 15 years of sales management experience with proven tools and techniques to teach anyone how to sell comfortably and confidently.Connect with Melissa Honan:Instagram: https://www.instagram.com/officialmelissahonan/ Facebook: https://www.facebook.com/melissahonanconsulting LinkedIn: https://www.linkedin.com/in/melissahonan/ Facebook Group: https://www.facebook.com/groups/tipsforbookkeepers Email: melissa@honanconsultinggroup.comWebsite: https://melissahonan.com/Resources mentioned in this episode:👥 Sales & Marketing Tips for Bookkeepers Facebook Group📝 Melissa’s One-on-One Coaching Application💻 How to Increase Client Prices Mini Course💻 Breakthrough for Bookkeepers & Accountants⚙️ Slack⚙️ Notion📝 Linsey Shay contracts (use code WFQ10 for 10% off contracts):Bookkeeper Legal Template which provides 4 different services  - Bookkeeper Services TemplateBookkeeper Bundle Agreement which includes the Referral partnership agreement, Independent Contract Agreement, Website policies, and an NDA - Bookkeeper Bundle Template⚙️ GrammarlyThanks 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

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 useHow to utilize the description boxes in your project management systemCreating daily checklists to make you more efficientFeatures of our favorite project management systemAbout 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⚙️ 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.comFollow 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

I interview Jennifer Curfman, the founder of Untamed Creative and incredible copywriter for business owners who want to create an unforgettable brand voice that feels authentic to them. We dive into the what a copywriter can do for your bookkeeping business and how to make what we do exciting through words.In this episode you’ll hear:How to determine content ideas based off surveying your clientsHow to gather data and information that your clients and prospects want to know more aboutTips, tricks and ideas to use AI to help you create content and copyHow to be authentic in your own voice when explaining what we doHow to leverage a copywriter to help you attract prospects through freebiesAbout our guest:Jennifer is the owner of Untamed Creative and copywriter for business owners who want to create an unforgettable brand voice that feels authentic to them, instead of sounding like a generic nothingburger. She looks terrible in stripes, pretends to know how to crochet, and will always say YES to ordering a pizza.Connect with Jennifer Curfman:Visit her website: https://www.untamed-creative.com/Connect on Instagram: instagram.com/untamed.creative/Email Jennifer: jennifer@untamed-creative.comFree Voice of Customer Data Course (learn how to get the best testimonials and helpful customer feedback): https://untamedcreative.ck.page/free-voc-courseResources mentioned in this episode:⚙️ Loom (video & screen recording)⚙️ Voxer (voice note app)⚙️ Kartra (marketing software)⚙️ Chat GPT💻 Free Voice of Customer Data Course (learn how to get the best testimonials and helpful customer feedback)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, @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.comFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueen

I interview James Rose, the co-founder of Content Snare who’s on a mission to help others gather information and documents easily from clients. We talk today about the ways Content Snare can fit into your firm and how to leverage it.In this episode you’ll hear:What Content Snare is and how it can help you in your firmHow to ensure you get the right information through rejecting and requesting informationComparing Content Snare to other softwares and how it’s differentWhy you shouldn’t rely on one software to “do it all”How to create a great client experience with Content SnareHow Content Snare fits into a tech stack for bookkeepersHow to reduce overwhelm for clients in onboarding and monthly requestsAbout our guest:James Rose is the co-founder of Content Snare - a software platform that makes it easy to onboard clients and collect documents.Once an automation engineer, his new priority is to help business owners regain their lives, be more productive and get more done in less time.Connect with James Rose:https://contentsnare.comhttps://jimmyrose.me Twitter: https://twitter.com/_jimmyrose LinkedIn: https://www.linkedin.com/in/jamesrose0/Resources mentioned in this episode:⚙️ ContentSnare (free 14 day trial of my favorite software to get information from clients)⚡️ Magnetic Bookkeeping tech stack (this is the exact tech stack I use at my 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, @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.comFollow 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

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, @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.comFollow the Blog: workflowqueen.com/blogConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam: iangilliam.com

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 how to identify month end deadlines and how to shift them for clients to create better project management for herself and her team.In this episode you’ll hear:The original due date Brooke set for herself and her team to hand over financialsThe reality of managing month end close for a large amount of clientsDue date options for sending clients final reportsHow to get passed unrealistic pressure we put on ourselvesHow to survey your clients to determine what day they want their reportsHow to get input from your team and make changes for the betterAbout 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:💻 Breakthrough for Bookkeepers & Accountants💻 Bookkeeper Launch program🎙 BKX Conference (in person bookkeeper conference)🔗 CloudHQThanks 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.comFollow 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