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

In this solo episode, Alyssa Lang covers all things being grateful for business, for her community and students and so much more. She reminds us to take a step back and appreciate how far you’ve come, even if you feel like you haven’t made the progress you wanted to.In this episode you’ll hear:How to remind yourself of your accomplishmentsHow to remind your clients that you are thankful for themWhat gift ideas you can have in place to give to your clients around this time of the yearWhat challenges bookkeepers and accountants have faced this past yearResources mentioned in this episode:💻 Kickoff with Asana for Bookkeepers & Accountants💻 Breakthrough for Bookkeepers & Accountants💸 Blake Morlet with Invicta Financial (Alyssa’s Financial Advisor)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

Alyssa Lang interviews Serena Shoup, a full time educator and CPA who’s the owner and founder of both Ambitious Bookkeeper and Of Course Bookkeeping. Serena Shoup shares how she uplevels her year end client experience, she shares her year end process and tips and tricks to getting year end done smoothly.About 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:🎙 Ambitious Bookkeeper Podcast💻 Breakthrough for Bookkeepers & Accountants⚙️ Asana⚙️ Loom⚙️ Notion🎙 Serena’s Podcast Episode About Balance Sheet Reconciliations⚙️ Google Drive⚙️ Canva✉️ Subscribe to Serena’s Email List💻 Black Friday Sale (11/20 - 11/30)*Use code BF23 to receive a discount**Get the Confident Compliance bundle by purchasing through one of Serena’s affiliate links in the Black Friday newsletter on November 20th!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

Alyssa Lang interviews Blake Morlet, who joined Invicta Financial in 2018 after almost a decade of business management experience in the Planned Development sector. In today’s episode, Alyssa and Blake talk through having a financial professional to support you in making financial decisions to invest in your future.In this episode you’ll hear:What financial team of advisors you should have on your sideHow to adapt your financial goals for change based off your valuesHow to figure out where to start with financial planning for your futureHow to identify when you should get financial planning help to support youAbout our guest:Blake Morlet joined Invicta Financial in 2018 after almost a decade of business management experience in the Planned Development sector. Blake is passionate about entrepreneurship and guiding business owners and business executives to maximize their financial future by leveraging technology, a clearly defined future and his team. With a diverse background in real estate, investment and planning strategies, Blake enjoys educating clients and empowering them to achieve success for their families.The most important thing to Blake is his family. Blake and his wife Kristin are blessed with four wonderful children, Emma, Chloe, Cruz and Max. Blake enjoys golfing, hunting and road trips exploring our wonderful country.Connect with Blake Morlet:Connect on LinkedIn: https://www.linkedin.com/in/bmorletSchedule a call with Blake: https://calendly.com/invictafg_bm/30mCheck out their website: www.invictafg.comSend Blake and email: blake@invictafg.comResources mentioned in this episode:📞 Schedule a call with Blake💻 Breakthrough for Bookkeepers & Accountants📚 10x is Easier than 2x by Dan Sullivan📚 The Gap In The Gain by Dan SullivanThanks 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 common issues bookkeepers and accountants face when clients don’t get us documentation and information in a timely manner. She’ll be breaking down some tips and tricks on what to do if that’s the case.In this episode you’ll hear:What to do when clients don’t get you the information you need to complete the workHow to leverage a project management system to assign tasks to move onHow to communicate with your clients when things are past dueHow to handle back logged work and the logisticsResources mentioned in this episode:⚙️ Magnetic Bookkeeping & Consulting Tech StackThanks 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 Kate Marchbank, the Owner and Founder of Blix Bookkeeping where she supports creatives in managing their books. In this episode Alyssa changes things up a bit and having Kate interview her on the dying questions she has to help Kate move her business forward.In this episode you’ll hear:What forms of communication to use when talking with clientsHow to make requests from clients for onboarding, clean ups and monthly bookkeepingWhy Alyssa doesn’t charge for diagnostic reviewsWhat options are available to charge clients for consulting and the process of itAbout our guest:Kate lives in LA with her husband and 2 kids. She is a bookkeeper by day and an actor by night using her stage name Kate Mines. She actually fell into bookkeeping while working her first job at a law firm, shortly after moving to LA. The bookkeeper, there was retiring and decided to train Kate on her way out. Though she's a creative she has a knack for numbers, as a result, she decided to work with creatives when she started her bookkeeping business in July 2023.Connect with Kate Marchbank:Follow Kate on Instagram: www.instagram.com/blixbookkeeping Email Kate: support@blixbookkeeping.com Check out Kate’s website: www.BlixBookkeeping.comResources mentioned in this episode:⚙️ Magnetic Bookkeeping & Consulting tech stack💻 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 Stacey Brown Randall, the Owner and Founder of Building a Referable Business. In this episode Stacey Brown Randall shares her methodologies on how she teaches her clients to create relationships that turn into referral partnerships, without feeling icky.In this episode you’ll hear:How to create a systems of referrals to help you build your businessHow to cultivate long term relationships with clients and others to help bring in referralsHer recommendation of different phases a client is taken throughout the working relationshipHow to level up your client experience to make it a no brainer for clients to refer youAbout our guest:Stacey Brown Randall is the multiple award-winning author of Generating Business Referrals Without Asking, host of the Roadmap to Referrals podcast and national speaker.Stacey teaches business owners how to generate referrals naturally… without manipulating, incentivizing or even asking.She has been featured in national publications like Entrepreneur magazine, Investor Business Daily, Forbes, and more.She received her Master’s in Organizational Communication and is married with three kids.Connect with Stacey Brown Randall:Follow her on Instagram: https://www.instagram.com/staceybrownrandall/ Connect with her on LinkedIn: https://www.linkedin.com/in/staceybrandall/ Send her an email: stacey@staceybrownrandall Check out her website: https://www.staceybrownrandall.com/Resources mentioned in this episode:⚙️ Bonjoro📚 Giftology by John Ruhlin📚 Generating Business Referrals Without Asking by Stacey Brown Randall🎙 Roadmap to Referrals Podcast💻 Building a Referable Business Course💻 Referral Ninja QuizThanks 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 things she would have done differently if she were to start her bookkeeping firm all over again. She discusses he 5 core tips and in what order to implement them into a bookkeeping firm and so much more.In this episode you’ll hear:What project management system I would have implemented from the beginningWhat documentation to have as your business growsImportance of getting solid contracts from the beginningWhat banking strategy that has changed the game for my firmHow pricing right helps us all create a positive industry standardResources mentioned in this episode:⚙️ My Tech Stack at Magnetic Bookkeeping⚙️ Asana💻 Kickoff with Asana for Bookkeepers & Accountants⚙️ ClickUp ⚙️ Keeper⚙️ Xenett📚 Free Asana Guide (10 Simple Steps to Managing Your Clients in Asana)⚙️ Loom📝 Linsey Shae Consulting (use code WFQ10 for 10% off)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📚 Profit First by Mike Michalowicz🏦 RelayThanks 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 Alisha Thomas, owner and founder of Wait. What. Consulting a bookkeeping and consulting firm dedicated to helping creatives. In this episode, they cover what it takes to stand out in the industry, ways to align your content and resources with who you want to attract and so much more.In this episode you’ll hear:What it takes to be unique as a bookkeeper in the accounting industryHow to create content that attracts your ideal clientHow to approach marketing in a different way that stands outTips and strategies on branding to align with who you really areAbout our guest:I’m Alisha Thomas, the owner of Wait. What. Consulting, and I live in Wilmington, NC with my husband and our son Lew. I am the brain behind the books. I have a formal degree in art and design and an informal degree in small creative business, which I gained while heading up finance, operations, and logistics for a successful textile gift company that went on to sell in Target, Walmart, and Bed Bath and Beyond. Along the way I've worked with a team of magical accountants and CPAs that helped me gain the love of numbers and the understanding of how small business works.Connect with Alisha Thomas:Follow Alisha on Instagram: https://www.instagram.com/waitwhatconsulting/Schedule a Consult Call with Wait. What? Consulting - https://waitwhatcalendar.as.me/moneymovesResources mentioned in this episode:💍 I Like It Here Club Classic Fine Jewelry🎨 Drew & Kate Branding Co.💻 Prep SchoolThanks 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

Alyssa Lang interviews Mark Corum, Developer of RightTool which is a QuickBooks Online extension that allows for ease of use, functionality, efficiency and so much more. We talk about all things RightTool and how it can really transform the way you get the work done for clients.In this episode you’ll hear:How RightTool creates less frustration in your work and saves you timeTop features of RightTool that stand outHow to customize your RightTool to work for you and your needsWhat available AI features are included with RightToolAbout our guest:I am Mark Corum, a Greensboro NC native and boardgame fan. I joined BL in late 2017 right before graduating with a B.S. in Accounting in 2018. For a large variety of reasons I turned out to be a poor bookkeeping business owner. In 2020 I started transitioning out all of my clients and dove, or I should say tripped, into learning programming - swearing I would never touch financial software again.Fast forward to early 2022. I thought "Hey, I will make something for QuickBooks". Today I am 100% in love with staying up far too late looking how the inner working of QBO and working with Hector Garcia on developing RightTool.Connect with Mark Corum:Join the RightTool Facebook Group: https://www.facebook.com/groups/righttoolproFollow Mark on LinkedIn: https://www.linkedin.com/in/markcorum/Join the QB Power Hour Facebook Group: https://www.facebook.com/groups/QBPowerHourEmail Mark Corum: mark@monkbe.comResources mentioned in this episode:⚙️ RightTool Pro⚙️ RightTool Free *(Use code WORKFLOWQUEEN for $10 off per month for 14 months)💻 Overview video of RightTool Popular Pro Features💻 Overview video of RightTool Pro Features💻 Bookkeeper Launch👥 Hector GarciaThanks 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