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

In this solo episode, Alyssa Lang talks about what it is really like to feel burnout and wanting to throw in the towel in business. Business is hard, business can be overwhelming and some days are not always the best day but she shares how she copes with those down days in business.In this episode you’ll hear:Importance of slowing down to speed up in businessHow to identify when you need to let go and regroupHow to pull back from overcommitting your timeResources mentioned in this episode:💌 Reach out on Instagram if you need a friendThanks 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 some of her best kept marketing strategies and secrets she uses to attract her ideal client base at her bookkeeping and consulting firm, Magnetic Bookkeeping & Consulting. If you are looking for marketing strategies to attract bookkeeping and accounting clients then this is the episode for you.In this episode you’ll hear:Where you should go to find your ideal clientHow to connect with coaches and teachers in your niche to work with clientsHow to let go of having to be on social media if you do not want to beResources mentioned in this episode:👥 Sales & Marketing Tips for Bookkeepers & Accountants Facebook Group💸 Melissa Honan Consulting⚙️ 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 Brooke Scott, systems, operations and integration specialist who helps entrepreneurs in growth-mode by optimizing their operations, processes, systems, & workflows. They discuss the ins and outs of creating efficient systems, processes and setting up automations to make things in business run smoothly.In this episode you’ll hear:Why it is a great idea to get perspective, insight and support for your business from someone outside of the industryWhy it is important to analyze new systems, tech and softwares to make sure it aligns with your goals before following the hype in the industryWhy you should consider actually spending money on tech and automationTips for getting your systems, processes and workflows set upAbout our guest:Brooke Scott, MBA is a Systems, Operations & Integration Specialist who helps entrepreneurs in growth-mode by optimizing their operations, processes, systems, & workflows. She provides guidance in restoring & streamlining their business behind the scenes with the intention of improving their client experience. From strategy to implementation, she helps clients knock out projects & initiatives so that they can start running their businesses like they want to.Connect with Brooke Scott:Check out her website: www.projectgrowthmode.com Follow her on Instagram: https://www.instagram.com/projectgrowthmode/ Connect with her on Facebook: https://www.facebook.com/projectgrowthmode Connect on LinkedIn: https://www.linkedin.com/in/brookeascott/ Follow her on Pinterest: https://www.pinterest.com/projectgrowthmode/Resources mentioned in this episode:⚙️ Dubsado⚙️ Anchor⚙️ Zapier💻 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

In this solo episode, Alyssa Lang covers the many different ways you can level up your bookkeeping or accounting business through our programs and resources at Workflow Queen. Here at Workflow Queen, we help bookkeepers and accountants from around the world to implement tech, systems, team building and automation so they can remove themselves from the day-to-day operations.In this episode you’ll hear:What programs we offer at Workflow Queen that will help you uplevel your bookkeeping businessHow our programs and resources at Workflow Queen help you create better systems, tech and automationsBreakdown of what program is right for you depending on your stage in businessResources mentioned in this episode:💻 Workflows in a Weekend for Bookkeepers & Accountants💻 Kickoff with Asana for Bookkeepers & Accountants💻 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 one of her favorite softwares, Plooto. She talks about how much money it has saved her and firm bookkeeping firm from unnecessary payment processing fees, what subscription level she uses and how she onboards her clients in Plooto.In this episode you’ll hear:What Plooto is and how it can transform your ACH processWhat subscription level we recommend to get the most out of your payment processing feesWhat features are available for you and your clients in PlootoHow to onboard your clients using Plooto for ACH paymentsHow to transition current clients into a new payment processorResources mentioned in this episode:💸 QuickBooks Online Payment Processing Fees Breakdown💸 Plooto Payment Processing Fees Breakdown📝 Workflow Queen’s blog on Plooto🎙 Workflow Queen’s podcast interview with founder of Plooto⚙️ Sign up for Plooto⚙️ Magnetic Bookkeeping Tech Stack💻 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 reviews everything that happened at both Workflow Queen and her firm, Magnetic Bookkeeping & Consulting in 2023. She reflects on her favorite things from the year and also all the major wins in her personal life and both businesses.In this episode you’ll hear:What the year 2023 was like for AlyssaWhat Alyssa’s favorite things from 2023 areWhat Alyssa’s major wins in her business and personal lifeResources mentioned in this episode:💻 Breakthrough for Bookkeepers & Accountants⚙️ Notion💻 Workflow Queen’s Challenges 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 how to smoothly transition clients to a new point of contact email for your bookkeeping and accounting firm and how to create one. This is the perfect episode for those that are lost on where to start to transition clients.In this episode you’ll hear:How to create a new, professional email for your businessHow to tell your existing clients where to reach youHow to eliminate your existing email addressResources mentioned in this episode:⚙️ Namecheap⚙️ Google WorkspaceThanks 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 Julee Yokoyama, the owner and founder of Project C.Y.A.™, and they dive deep into preparing your business for just in case something happens to you and the importance of prioritizing systems and your team to make it happen.In this episode you’ll hear:What succession planning and risk assessing is and how you should apply it to your businessHow to pick the right experts to help you legally and logistically to help role out your planHow to inform your clients that you have a plan in placeHow to gather all your important information and get it documented for someone to accessAbout our guest:Julee Yokoyama is a business strategist willing to tackle the tough conversations that make others run for cover. She helps service business owners answer: What happens to your business if something happens to you? through succession and delegation planning.Julee brings 15 years of consulting experience as a certified project manager, business manager, and end-of-life doula. Needless to say, she’s a super planner and calm in the chaos—bringing her clients operational efficiency and peace of mind that increases life fulfillment.She’s also a speaker and host of the Project C.Y.A.™ podcast, committed to increasing education and awareness around risk management and succession planning for the entrepreneurship community.Julee lives in Seattle, WA, with her husband and two fur babies, Lucy and Desi.Connect with Julee Yokoyama:Follow Julee on Instagram: @juleeyokoyama Connect on LinkedIn: https://www.linkedin.com/in/julee-yokoyama Follow Julee on Facebook: https://www.facebook.com/projectcyaResources mentioned in this episode:💻 Breakthrough for Bookkeepers & Accountants🎙 The Ambitious Bookkeeper Podcast☎️ Book an hour call with Julee Yokoyama🏃🏼‍♀️ Where to start with working with Julee📚 Built to Sell by John Warrillow📚 The Five Invitations by Frank Ostaseski🎙 Project C.Y.A.™ Podcast📄 Project C.Y.A.® Business Owner's Manual PDFThanks 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 topic of gathering client testimonials to help showcase your services and deliverables. Alyssa breaks down how to capture testimonials, what to do with them and how to respond to negative feedback.In this episode you’ll hear:How testimonials can transform your business and service offeringsWhen and where to capture testimonialsHow to showcase your client testimonialsHow to respond to negative feedback and testimonialsHow to share client wins in an ethical wayResources mentioned in this episode:⚙️ Asana⚙️ Loom⚙️ Zoom⚙️ Google Forms⚙️ 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 Carly Clark Zimmer, the Director of Leadership Development for When You Lead, Coaching & Consulting. They talk through the importance of utilizing the Kolbe Assessment as a way to strengthen your team, understand yourself better and maximize all individuals on your team.In this episode you’ll hear:What the Kolbe Assessment is and how it can transform the way you understand yourself and your teamHow to utilize the Kolbe Assessment and analyze the informationHow to use the Kolbe Assessment during onboarding of new team membersHow to migrate the team to be in their strengths in businessAbout our guest:Carly Clark Zimmer is the Director of Leadership Development for When You Lead, Coaching & Consulting. Their mission is to help companies experiencing growing pains revolutionize and update leadership models from toxic top-down, productivity-at-all-costs culture to strengths-centered, equity-centered, and humanity-centered culture.Carly’s training includes a Professional Coach Certification from the ICF, Somatic Coach certification in the BodyMind Coaching Method™And studied with the Institute For Equity-Centered Coaching®. She’s also a Certified Kolbe™ Consultant and loves sharing how this simple tool can open all kinds of doors for improving communication not only on teams but in families!She’s a native New Yorker who loves traveling the world, and currently lives in Galway, Ireland where you can find her at sunrise taking a dip in the icy Irish Atlantic with the locals!Connect with Carly Clark Zimmer:Check out their website: www.whenyoulead.com Follow her on Instagram: @carlyclarkzimmerSend her an email: carly@whenyoulead.comResources mentioned in this episode:💻 Take the Kolbe A Index🎙 The Updated Leadership Podcast☎️ Kolbe Interpretation with Certified Kolbe Consultant💻 FREE class on how to break up with Disappointment💻 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