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

In this solo episode, Alyssa Lang provides an update of what’s going on at Workflow Queen and her firm, Magnetic Bookkeeping & Consulting. She shares the marketing initiatives her firm is taking to stand out and be unique in the industry. She also provides golden nuggets on ways you can be different as well.In this episode you’ll hear:Update on what is going on at Workflow Queen and Magnetic Bookkeeping & ConsultingWhat marketing initiatives Magnetic Bookkeeping is putting into placeHow marketing differently helps you stand out in a sea of other bookkeepers and accountantsWhat moves you can make today to start to implement new marketing strategiesResources mentioned in this episode:👥 Melissa Honan Consulting💸 Magnetic Bookkeeping & ConsultingThanks 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 Erica Paynter, the Founder of My Virtual Bookkeeper where her firm helps cleaning companies with their bookkeeping needs. In this episode, Alyssa and Erica discuss things from sales automation, payment plans, delegation and so much more.In this episode you’ll hear:How to take your sales process from manual to automatedHow to roll out payment plans to clients and the logisticsHow to identify things to delegate to team membersIdentifying things to work on ON the business vs IN the businessAbout our guest:Erica Paynter, the founder of My Virtual Bookkeeper—a game-changer for cleaning companies' bookkeeping needs. In just three years, Erica's company has grown exponentially, earning a reputation as a trusted partner in the cleaning industry. Recently, she took the leap, quitting her job to focus on her entrepreneurial passion full-time. Erica's strategic vision and dedication have fueled the company's scaling success.Connect with Erica Paynter:Follow her Facebook Biz page: facebook.com/myvirtualbookkeeper Follow her on Instagram: instagram.com/my.virtual.bookkeeper Friend her on Facebook: facebook.com/erica.paynter Schedule a call with her: calendly.com/myvbk/letschatSend her an email: erica@myvbk.comResources mentioned in this episode:💻 Breakthrough for Bookkeepers & Accountants💻 Kickoff with Asana for Bookkeepers & Accountants💻 Bookkeeper Launch⚙️ Anchor⚙️ Dubsado⚙️ GoProposal⚙️ Notion⚙️ ChatGPT📝 Linsey Shae Consulting (use code WFQ10 for 10% off her templates and working with her)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 Lekesha Hill, Founder and Owner of Hill Bookkeeping where they tailer their services to clients unique needs and work collaboratively with them to ensure they achieve their financial business goals. Alyssa and Lekesha cover a wide variety of things fromIn this episode you’ll hear:Tips and tricks to become more efficient in your businessHow to identify what to outsource to team membersHow to use KPIs to make informed decisions about the team and companyHow to work through mindset blocksSuggestions on different tech and how it can all be used togetherAbout our guest:Lekesha started her career with a degree in accounting from Rutgers University. She spent the next 20 years as an accountant and bookkeeper for CPA firms, nonprofit organizations, medical offices and real estate companies. She has the experience to create the most streamlined approach to your accounting. At Hill Bookkeeping, they tailor their services to your unique needs and work collaboratively with you to ensure you achieve your financial and business goals. Their services are designed to make it as easy as possible for you, so you can focus your energy on your dreams.Connect with Lekesha Hill:Check out her website: www.hillbookkeeping.netSend her an email: hello@hillbookkeepng.netResources mentioned in this episode:💻 Breakthrough for Bookkeepers & Accountants⚙️ Clockify⚙️ Loom⚙️ Slack⚙️ ContentSnare⚙️ Kickoff with Asana for Bookkeepers & Accountants⚙️ Notion⚙️ ZapierThanks 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 Ashly Lindberg, the Founder and CEO of Precision Advising and Consulting. She focuses on helping service-based small businesses and family farms understand their finances and how to be current and accurate so they can make sound business and financial decisions. In this episode they discuss making connections, building internal training programs and becoming work-optional.In this episode you’ll hear:Ways to create connection with others in the industryThe power of masterminding and community connection to drive your business forwardHow she replaced her full time salary to go full time in her bookkeeping businessHow to create a work-optional lifestyle to be able to take vacations as neededHow to create an internal training program for your teamAbout our guest:Ashly is the founder and CEO of Precision Advising and Consulting. She focuses on helping service-based small businesses and family farms understand their finances and how to be current and accurate so they can make sound business and financial decisions.Ashly loves to help others, especially other small business owners. She is passionate about the work and talent of each client and enjoys being her clients’ “go-to” person for all small business accounting, advising, and consulting needs.Outside of growing into her role as a rock-solid business owner, Ashly is a visionary for new ideas and thinking outside of the box. She is all things organizational and motivational, and after braving the storms of being a small business owner for several businesses over the last 20 years, she now pours life into her clients and friends.Connect with Ashly Lindberg:Connect with her on Instagram (Personal): @ashly_the_accountantConnect with her on Instagram (Business): @precision_advisingResources mentioned in this episode:💻 Breakthrough for Bookkeepers & Accountants💻 Kickoff with Asana for Bookkeepers & Accountants🎫 In Person Retreats with Workflow Queen⚙️ Clockify🎫 BKX📚 Make ‘Em Beg to Work for You by Dr. Angela E. Lauria⚙️ 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 Samantha Palisoul, Owner and HBIC (Head Bookkeeper In Charge) at Little Town Bookkeeping where she helps growth minded coaches and service providers break through their income plateau, without putting off their desires, by aligning their BIG vision with their bookkeeping. Alyssa and Samantha discuss mindset issues around hiring and how to overcome them and aligning your vision with your goals.In this episode you’ll hear:How to align your values with your business with your team and clientsHow to help your clients align with their visionWays to overcome mindset blocks around hiring team membersHow to implement a Quality Control process to manage errors and expectationsAbout our guest:Samantha Palisoul is the owner and HBIC (Head Bookkeeper In Charge) at Little Town Bookkeeping where she helps growth minded coaches and service providers break through their income plateau, without putting off their desires, by aligning their BIG vision with their bookkeeping. When she's not working she loves hanging out with her husband, Eddie, and their dog, Nash, reading, practicing archery, and spending time with friends and family.Connect with Samantha Palisoul:Send her an Email: info@littletownbookkeeping.comCheck out her Facebook Business Page: https://www.facebook.com/littletownbookkeeping Connect with her on Facebook: https://www.facebook.com/samantha.palisoul Connect with her on Threads: https://www.threads.net/@slpalisoulResources mentioned in this episode:💻 Breakthrough for Bookkeepers & Accountants☎️ Book a Free Consult Call for Breakthrough💻 Kickoff with Asana for Bookkeepers & Accountants⚙️ PayTraQer⚙️BnbtallyThanks 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 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 automation, Zapier, efficiency tools and tactics, and so much more. They’re on a mission to help you identify areas to be more productive and that’s what this episode is all about.In this episode you’ll hear:How to leverage shortcuts and softwares to help you be more productiveWhat efficiency softwares and tools you should consider implementing in your businessExamples of automation you can put into place in your firmDetails and ideas on different Zapier zaps that can streamline your businessHow to identify areas to automate and what that process looks likeAbout 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:Check out his Content Snare website: https://contentsnare.comCheck out his website: https://jimmyrose.me Follow him on Twitter: https://twitter.com/_jimmyrose Connect with him on 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)🎮 Elgato Stream Deck⚙️ TextExpander💻 The Motherload of Email Forms & Swipe Files (done-for-you templated emails created by Workflow Queen)⚙️ ChatGPT⚙️ RightTool⚙️ Zapier⚙️ Miro💻 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/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

Megan Andersen, Owner and Founder of Rogue Bookkeeping Inc., shares how her business grew and the pain points she experienced along the way. She talks about her experience taking the Breakthrough program and how she got a refund through a grant. Megan also discusses involving her team in rolling out new tech, transitioning from hourly to value pricing, and her challenges with hiring.

In this insightful discussion, Deanna Zubrickas, a product specialist at Relay Financial Bank, reveals how their innovative platform elevates the bookkeeping process. She unveils the new Profit First auto transfer rules and highlights the benefits of interest-bearing savings accounts. Deanna emphasizes the importance of seamless client transitions and better cash flow management. With a focus on user experience, she shares how Relay integrates with accounting tools to enhance financial visibility for both bookkeepers and their clients.

In this solo episode, Alyssa Lang is sharing how she’s currently recording this podcast episode in Tulum, Mexico and she felt it was a great chance to share how she prepares and executes for long term vacations. She dives into why you should take an unplugged vacation, the dos and don’ts and what her process looks like to prepare and execute.In this episode you’ll hear:Why you should be taking an unplugged vacationDoes and don’ts for when you take an extended period of time offWhat my vacation preparation process isHow to implement my vacation preparation processResources mentioned in this episode:💻 Breakthrough for Bookkeepers & Accountants☎️ Free Consult CallThanks 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 everything you need to know about time tracking, the importance of what data it can produce for you, how to time track with detail and maximizing your efficiency and productivity.In this episode you’ll hear:Importance of time tracking and how it can produce vital dataWhat information time tracking provides to youTips and tricks to time tracking with detailMy step-by-step process for compiling time tracking data to make changes and improvementsHow to get your team on board to time trackingResources mentioned in this episode:⚙️ Clockify💻 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