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

Alyssa Lang interviews Sara Bratcher, Founder and CPA of REI Accounting Solutions, on the power of niching down, adapting processes within a niche focus, and the importance of staying updated on industry trends and technologies. Sara shares her journey of transitioning to a niche within real estate investing, the impact of letting go of non-aligned clients, and the strategies for conquering imposter syndrome and self-doubt.In this episode you’ll hear:Why it's essential to focus on a niche for business successHow Sara let go of clients not aligned with her niche to better serve othersThe importance of continuously evaluating and adapting processes within a nicheHow industry trends and technologies play a role in niche adaptabilityAbout our guest:Sarah Bratcher lives in Southern Oklahoma with her husband and two kids. They enjoy screen-free family time and taking walks together.Sarah initially planned on a traditional career, but her college experience shifted her perspective. After graduating with an accounting degree, she began working at a public accounting firm but soon discovered her true passion for organizing financial records rather than dealing with tax season. Recognizing limited growth opportunities in bookkeeping within a CPA firm, she transitioned to a CFO role for a real estate developer. There, she gained valuable experience as the company grew to build 500 houses per year and manage 1,000 rental properties.Over time, Sarah realized she wanted to focus on helping early-stage investors analyze their financial statements and grow their legacies. She started her own business and, after 8 years and 19 exams, passed the CPA exam. Today, Sarah is dedicated to organizing real estate investors' books and providing exceptional customer service.Connect with Sarah Bratcher:Follow Sarah on Instagram: @rei.solutions.with.sarahFollow Sarah on Facebook: https://www.facebook.com/sarahlkayEmail Sarah: sarah@reiaccountingsolutions.comResources mentioned in this episode:🎙️ Podcast: The Game by Alex Hormozzi💻 Breakthrough for Bookkeepers & Accountants📘 'The Way of Integrity' by Martha BeckThanks 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 all things quality control. She shares why you should have quality control in place if you have a team (or plan to), the exact step-by-step process and everything you need to know to implement it.In this episode you’ll hear:What quality control is and why this process is one of the most important processes to implementWho is involved in quality control and who does whatStep by step process for quality controlWhat assets you need to create to put together quality controlResources mentioned in this episode:⚙️ Loom⚙️ Notion⚙️ Asana⚙️ Google Docs💻 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.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 unexpected challenges and responsibilities that come with being a bookkeeper and accountant, common mistakes she sees in the industry and how to solve your biggest problem in the business.In this episode you’ll hear:How to identify core system issues and where to begin when improving systemsWhy focusing on one core process for significant progress is more effective than tackling everything at onceCommon mistakes bookkeepers and accountants make with their system and how to avoid thisWhat steps to take to identify and fix your biggest issuesResources mentioned in this episode:⚙️ Alyssa’s tech stack at Magnetic Bookkeeping💻 Breakthrough for Bookkeepers & Accountants🧡 Sign up our FREE The POWER to Breakthrough Bootcamp: www.workflowqueen.com/bootcamp *Bootcamp dates: August 19th - August 23rdThanks 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

This interview episode is Part 2 of The Alyssa + Serena Show with my biz bestie, Serena Shoup from Ambitious Bookkeeper. We talk about managing clients, offering advisory services, and the importance of SOPs in your 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:What the difference is between consulting and advisory servicesStrategies for hiring and delegating tasks to your teamHow to efficiently communicate advisory services to your clientsHow to acknowledge and embrace personal life seasonWhat methods are available to document processes in your firmAbout our guest:Serena Shoup is a corporate CPA turned bookkeeping business CEO, mentor for other bookkeepers + accountants, mom of 3, and a closet musician! She built her business as a Sidehustle to motherhood when she left corporate to have her second daughter. She’s passionate about helping business owners become CEOs and take control of their money.Serena is the owner and founder of Ambitious Bookkeeper and Of Course Bookkeeping and she’s on a mission to change the way the industry operates!Connect with Serena Shoup:Visit her website: ambitiousbookkeeper.comConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaResources mentioned in this episode:⚙️ Content Snare⚙️ Loom⚙️ Tango⚙️ Scribe How⚙️ Notion💻 Breakthrough for Bookkeepers & Accountants💻 Workflows in a Weekend for Bookkeepers & Accountants💻 Elevate by Serena ShoupThanks 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 Serena Shoup, her biz bestie and owner of Ambitious Bookkeeper, about reflections on personal and professional experiences, offering valuable insights and strategies for navigating the world of bookkeeping and entrepreneurship.In this episode you’ll hear:What business strategies & approaches Alyssa & Serena haveWhat it’s like to feel overwhelmed and unmotivated after a breakHow to empower your team membersHow Alyssa & Serena’s friendship and business relationship evolvedWhat tasks you should be delegating and outsourcing on your teamAbout our guest:Serena Shoup is a corporate CPA turned bookkeeping business CEO, mentor for other bookkeepers + accountants, mom of 3, and a closet musician! She built her business as a Sidehustle to motherhood when she left corporate to have her second daughter. She’s passionate about helping business owners become CEOs and take control of their money.Serena is the owner and founder of Ambitious Bookkeeper and Of Course Bookkeeping and she’s on a mission to change the way the industry operates!Connect with Serena Shoup:Visit her website: ambitiousbookkeeper.comConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaResources mentioned in this episode:🧡 Join the free POWER to Breakthrough Bootcamp (8/19 - 8/23)💻 Watch Serena’s Free TrainingThanks 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, Alyssa Lang covers the common mistakes bookkeepers and accountants make when pricing their services and offers, providing insights on reevaluating pricing structures for optimized profitability.In this episode you’ll hear:How to reanalyze your current clients and service fees for profitability and growthHow to determine your base rate and ideal price, and gradually increasing rates to align with your financial goalsIdentifying and mastering one core problem at a time to effectively scale your businessResources mentioned in this episode:🧡 Join our FREE The POWER to Breakthrough Bootcamp (8/19 - 8/23)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 solo episode, Alyssa Lang covers overcoming mindset blocks, shifting self-talk for success, creating solutions to break through mental barriers, and aligning your business with your next-level self.In this episode you’ll hear:What mindset blocks and things you tell yourself that have gotten in the way of your successHow to shift what you tell yourself and your mindset to get to the next levelWhat solutions to create in order to break through your mindset issuesHow to align your business with the next level version of yourselfResources mentioned in this episode:🧡 Join our FREE POWER to Breakthrough Bootcamp (8/19 -8/23)📚 The Way of Integrity by Martha Beck⚙️ Notion💻 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.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 Nicole Staples, Owner and Founder of Nicole Staples Yoga, on all things yoga, movement, breath control and so much me specifically tailored for entrepreneurs like you. Alyssa and Nicole deep dive into creating more control and less stress, creating a team space that encourages movement and connection and so much more!In this episode you’ll hear:Why you should pour into yourself to better serve your clientsTechniques to control your breathing and center yourself for entrepreneursHow to encourage your team to move and destress together to connectAbout our guest:Nicole Staples embarked on a transformative yoga journey in 2017, completing a 200 hour Yoga Teacher Training at Blue Osa in Puerto Jimenez, Costa Rice. Since then she’s been sharing the joy of yoga through personalized Vinyasa sessions, focusing on alignment and body awareness to connect the mind body and spirit. She believes that movement in the body and breath calms the mind. Nicole’s mission is to empower other entreprenuers to discover the transformative power of yoga for a healthier and more fulfilling life and balance between themselves and business!Connect with Nicole Staples:Send her an Email: support@nicolestaplesyoga.com Follow her on YouTube: @NicoleStaplesYogaandWellness Follow her on Instagram: @nicolestaplesyogaCheck out her Website: https://www.nicolestaples.yoga/Resources mentioned in this episode:🧘🏽‍♀️ Sign up for Nicole’s FREE 7 Day Self Care Challenge 🧘🏽‍♀️ Check out Nicole’s 30 Day Bird of Paradise Challenge on YouTube💻 Breakthrough for Bookkeepers & Accountants🏠 Breakthrough In Person RetreatThanks 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 answers a question that was submitted by one of our Instagram followers who asked, “How do you decide when and how to make changes in your team when things aren’t working out?” and that is exactly what is covered in this episode.In this episode you’ll hear:How to identify when things are not working out with a team memberHow to help set up your team for success and measure their KPIs to ensure they are on trackHow to identify what areas your team needs improvement to succeedHow to hire the best fit team member and let go of the ones that do not support the companyResources mentioned in this episode:⚙️ Notion💻 Breakthrough 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 Ashley Strong Smith, Intentional Living Coach, Author + Host of Living an Intentional Life Podcast. Alyssa and Ashley dive deep into how to align with yourself, your business and your friends and family without burning out and how to live an intentional life.In this episode you’ll hear:How to align with what you want in business, life and for friends and familyHow to pivot when life takes you down different paths and allow it to unfold in front of youWhat practical steps you should be taking to know that you’re living in your truthWhy doing the internal work is one of the most important things you can do for yourselfAbout our guest:Ashley Strong Smith has spent the past 15 years living in expansive inquisitiveness. Eagerly asking herself lives deepest questions, intentionally + courageously creating the space to live the very honest, vulnerable, raw, life-enhancing answers.Ultimately bringing her to a deep place of passion and purpose, intentionality and authenticity, vulnerability and courage. Finding her place in this world, where she finally feels she truly belongs.She is a multi-passionate woman - An entrepreneur holding space for three expressions (Intentional Living Coach, Author + Host of Living an Intentional Life Podcast), a fire-wife to a South African immigrant who she met in Tanzania, a mom to a four year-old radiant soul + 2 big puppies + 2 cats, a certified yoga instructor, a mountain-dweller, an adventure seeker, a connector and traveler of this world - living in 4 countries, visiting another 10, and an additional 15 States.She is a pursuer of dreams writing her first book, “From Seed to Soar : A guide to connect to your heart, nurture your dreams and cultivate inner belonging.” Mostly, she is an insanely curious soul letting the parameters of this very curiosity, know no limits.After-all, she believes we are limitless.Connect with Ashley Strong Smith:Follow her on Instagram: www.instagram.com/ashleystrongsmith_Listen to her Living an Intentional Life Podcast: https://podcasts.apple.com/us/podcast/living-an-intentional-life-podcast/id1648573252Resources mentioned in this episode:💻 5 steps to discover your dreams FREE masterclass 📖 Creating a Heart-Centered Foundation Workbook📚 The Code of the Extraordinary Mind by Vishen LakhianiThanks 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