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

In this solo episode, Alyssa Lang covers a question that was submitted by @vautourgroupllc_accounting on our Instagram account. The question they submitted was, “How do you handle the process to later catch up past months books once you do get the information? What are the expectations, additional pricing and do you resend the financial statements?”In this episode you’ll hear:How to evaluate the ways you request information from clientsWhat expectations to set in place with your clients on ensuring information gets to you in a timely mannerWhat additional pricing to layer into your services for past due informationWhat to do with the financial statements from the past that need to be fixedResources mentioned in this episode:⚙️ Keeper⚙️ Xenett💻 Breakthrough for Bookkeepers & Accountants👩🏼‍⚖️ Linsey Shae Consulting (lawyer I use and recommend) - use code WFQ10 for 10% off services and templates📄 Bookkeeper Legal Template which provides 4 different services - use code WFQ10 for 10% off📄 Bookkeeper Bundle Agreement which includes the Referral partnership agreement, Independent Contract Agreement, Website policies, and an NDA - use code WFQ10 for 10% off⚙️ Content SnareThanks 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 Matt Tipton, Owner and Founder of WhyHR, an HR firm that focuses on partnering with business owners to assist them in navigating the unknown of having employees. They talk through HR rules and compliance, employees vs contractors, how to decide between hourly or salary roles and so much more.In this episode you’ll hear:Why HR compliance is important in deciding between an employee and a contractorWhere to draw the line with controlling a contractors process and timeWhat and how to pay your employees and contractors and the compliance that comes with itWhat bookkeepers and accountants should be hiring team members asHow to avoid penalties and underpaying team membersAbout our guest:Matt Tipton is the owner and founder of WhyHR. It’s at WhyHR that he gets to focus on his passion for partnering with business owners to assist them in navigating the unknown of having employees. That most often includes: compliance training and education, policy creation, and the day to day surprises that employees bring with them.Additionally, Matt is the creator of the Let’s Talk series that is made to cover the skills gap that we all face in any organization when tasked with leading employees. It’s the Let’s Talk series that has allowed him to be a keynote speaker, regularly covering topics from Difficult Conversations, The Art of Interviewing, Performance vs. Culture, and many others designed to strengthen individuals and organizations of any size. Matt stays active in his community by regularly volunteering with his local Rotary club, OKC Midtown Rotary.Matt is married to Brook Tipton. Both are proud graduates of the University of Central Oklahoma where he currently serves on the alumni board.Connect with Matt Tipton:Check out his website: https://whyhr.guru/ Send him an email: matt@whyhr.guru Give him a call: (405) 627 6326Resources mentioned in this episode:⚙️ ClockifyThanks 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 what the reality looks like when you are back in the trenches of “doing the work,” preparation for a three week vacation, rapid hiring team members and recognizing when it’s time to reach out for help.In this episode you’ll hear:How to handle business’s ups and downs and adjust to changeWhat it is like to rapid hire, onboard and transition 5 team members at onceHow to prepare for a 3 week vacation, fully unpluggedHow to reach out and ask for help when you are experiencing low points in businessResources mentioned in this episode:💻 Breakthrough for Bookkeepers & Accountants👥 Indeed for Employers📱Follow Alyssa Lang on her personal IG @heyalyssalang⚙️ Checkr: background check systemThanks 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 Shatoria Smith, Owner and Founder of SLSmith Virtual Solutions, about all things balancing business, work and getting her CPA and the journey she’s experienced along the way.In this episode you’ll hear:How she is balancing sitting for her CPA exam, running her business and working full timeHow to ask for support from friends and family while she navigates her businessHow to make clients feel comfortable and confident when working with themAbout our guest:Shatoria is a dynamic entrepreneur driven by a mission to foster financial empowerment. As the founder of Coin Countin Mama, she shares her journey to debt-free living, inspiring others to achieve the same. Additionally, through SLSmith Virtual Solutions, Shatoria offers accounting and virtual assistant services, particularly supporting female entrepreneurs and mentoring aspiring virtual assistants.With a background in Accounting and Finance, she specializes in bookkeeping for small businesses in the wedding and event management industry. Outside of work, Shatoria enjoys bargain hunting, indulging in Hot Tamales, and relaxing with HGTV. Residing in Central Florida with her husband and three sons, she cherishes a harmonious balance between ambition and family life.Connect with Shatoria Smith:Send her an email : hello@iamslsmith.com Follow her on Instagram: @thevirtualbookkeeperThanks 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 what it is like to deal with imposter syndrome when it comes to your business and how to navigate it as your business grows and changes.In this episode you’ll hear:What imposter syndrome is and how it sneaks up on youHow to remind yourself that you are not an imposterHow to lean on support to get through the moments you doubt yourselfResources mentioned in this episode:💻 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

Alyssa Lang interviews Megan Dziewicki, Owner and Founder of CLEAN Bookkeeping, about navigating health issues and running a business by hiring the right people to support you when you need them most in your bookkeepingIn this episode you’ll hear:How to navigate health issues with managing your businessWhat it’s like to be at a point in business where you can start to donate and give back to your community and the things you believe inHow Megan used our programs Kickoff with Asana and Breakthrough to get her business to a point where it’s running without herHow to create structure when hiring and training team members to support her businessAbout our guest:After spending part of 2019 doing the books for the successful plumbing company she runs with her husband, Robert, word of mouth about Megan's bookkeeping skillsets and invaluable knowledge as a consultant began to spread. As demand for her expertise grew, she expanded her availability for new clients, and CLEAN Bookkeeping was born. While not working Megan enjoys being outside more often than not, skiing, hiking, and everything that Bozeman has to offer.Connect with Megan Dziewicki:Check out her website: www.cleanbookkeepingllc.com/Follow her on Instagram: @cleanbookkeepingllcSend her an email: megan@cleanbookkeepingllc.comResources mentioned in this episode:💻 Breakthrough for Bookkeepers & Accountants💻 Kickoff with Asana for Bookkeepers & Accountants⚙️ 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 interviews Abby Budd, Owner and Founder of Budd Accounting Solutions, and they discuss all things from what it was like at the beginning stages of her business to where she is at now and what she had to do to get there.In this episode you’ll hear:How the priorities in business shift from the beginning to scalingWhy you should surround yourself with others in the industry to get supportHow to niche down in your business and what that journey looks likeHow to relate to your clients and take care of their needsAbout our guest:Abby loves collaborating with Interior Design business owners to help them reach their goals and make strategic decisions.As a CPA, a former auditor, and a corporate controller, she has worked with a diverse range of clients and companies, but her experience with start-ups and small businesses is what she loves drawing from most.Budd Accounting Solutions specializes in helping new, small, and medium-sized Interior Design businesses with bookkeeping, reporting, and general accounting services.Connect with Abby Budd:Email Abby: Support@buddaccountingsolutions.comCheck out her Website: www.buddaccountingsolutions.comConnect with Abby on Linkedin: https://www.linkedin.com/in/abby-budd/Follow Abby on Facebook: https://www.facebook.com/buddaccountingConnect with Abby Instagram: https://www.instagram.com/buddaccounting/Resources mentioned in this episode:💃🏼 Workflow Queen waitlist for in person Retreat💻 Kickoff with Asana for Bookkeepers & Accountants💻 Breakthrough for Bookkeepers & Accountants🏢 BKX Convention⚙️ Bookkeeper Launch☎️ 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 how to cut to the chase and focus on the most important things in the business that need your attention by breaking down what core systems there are in the business and how to tackle your problems head on.In this episode you’ll hear:How to identify what systems need your focus and work to improve themHow to break down the different tech, systems and processes that require the most attentionHow to stay laser focused using my step-by-step process to fixing the biggest problems firstResources mentioned in this episode:💻 Breakthrough for Bookkeepers & Accountants☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm⚙️ Alyssa’s tech stack at Magnetic Bookkeeping⚙️ Miro⚙️ Canva💻 Kickoff with Asana for Bookkeepers & Accountants⚙️ Zapier🎙 Workflow Queen’s PodcastThanks 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 Philippe Lehoux, the CEO and co-founder of Missive, a collaborative email and team chat app designed to streamline communication and workflow for businesses. They discuss how Missive can help you and your team at your bookkeeping and accounting firm to easily manage emails and communication with clients so you’re not the bottleneck.In this episode you’ll hear:How Missive helps to streamline your client email and communicationHow to use Missive to train your team members to take over client communicationWhat automations options Missive offers to auto email, send OOO emails and weekend away emailsWhen the best time is to implement a system like MissiveAbout our guest:Philippe-Antoine Lehoux, CEO and co-founder of Missive, leads a team dedicated to revolutionizing business communication. With a background in web development, Lehoux focuses on innovation and user experience, integrating email seamlessly with other business tools. Prior successes include selling ConferenceBadge.com to Tiny.com, showcasing his ability to scale niche products. Lehoux's leadership emphasizes simplicity and effectiveness, propelling Missive to the forefront of the industry. His vision extends beyond product development, aiming to foster a global culture of productivity and collaboration. Lehoux's commitment to enhancing communication and collaboration drives Missive's continued growth, shaping the future of workplace communication.Connect with Philippe Lehoux:Check out Missive: https://missiveapp.com/Email Philippe: plehoux@missiveapp.comFollow Philippe on Twitter: https://twitter.com/plehoux Follow Philippe on LinkedIn: https://www.linkedin.com/in/plehoux/Resources mentioned in this episode:⚙️ Sign up for Missive⚙️ Book a demo with Missive⚙️ Slack⚙️ Zapier⚙️ Boomerang for Gmail and Outlook⚙️ HiverThanks 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 a very special topic about reflecting on her birthday, reflecting on what opportunities the business has created, reflections on what’s brought her here and how you can apply the same process to your reflections.In this episode you’ll hear:What doors, opportunities, ups and downs the business has provided for Alyssa in her business journeyAlyssa’s three biggest failures in business and how she learned from themWays to reflect on your business to see how you’ve progressed as a business owner in life and businessResources mentioned in this episode:☎️ 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