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

In this solo episode, Alyssa Lang covers her Breakthrough Bookkeeper Approach method that covers a powerful mindset, optimizing offers, world class systems, empowered company culture and removable CEO. She dives into what it means to excel in each area and how it can impact the growth of your firm.In this episode you’ll hear:What the Breakthrough Bookkeeper Approach is and how it can transform your businessWhat type of mindset you need to have in place to get to the next levelHow to identify areas of improvements with optimizing your offersWhat systems you need to have in place to have a well oiled machineHow to build a team that will support you in the long termSuggestions on how to become work optional and remove yourself from the day-to-day workResources mentioned in this episode:💻 Breakthrough for Bookkeepers & Accountants☎️ Book a FREE Consult Call💌 Send us an email to support@workfowqueen.comThanks 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 Kiley Brinson, the Founder of Kiley Shai Photography who is a personal branding photographer and coach, on how to elevate your business’ branding by leveraging a brand photoshoot. Alyssa and Kiley deep dive into the process of a brand photoshoot, Alyssa shares her experience working with Kiley and Kiley breaks down what to expect, the process and some golden nuggets to DIYing your own photoshoot till you have the budget to hire a photographer.In this episode you’ll hear:Why you should consider getting professional photos taken for your businessBenefits of visual content for your business and how it can elevate your brandHow to choose the right photographer for your personal brandingWhat to expect of the photoshoot processWhere to us your photoshoot photos to build your companies brandingAbout our guest:Kiley Shai is a personal branding photographer & photography coach for the bubbly ambitious #bossbabes of the world! Not only does she help female business owners build their brand presence & stand out in their industry through photography, but she also get to help other photographers who want to pivot into branding, build their dream life & business doing the same!Connect with Kiley Brinson:Follow her on Instagram: @kileyshaiphotographySend Kiley an email: kileyshaiphotography@gmail.comCheck out her website: https://www.kileyshaiphotography.comThanks 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 our programs and resources came to life, the journey of serving others in the industry and ways to work with our team here at Workflow Queen.In this episode you’ll hear:How our programs and resources at Workflow Queen came to lifeWhere Alyssa is currently at in her journey with her firm, Magnetic Bookkeeping & ConsultingBreakdown of all of our programs with details on what stage in business you should be atHow to get the support you need in your bookkeeping or accounting firmResources mentioned in this episode:💻 Kickoff with Asana for Bookkeepers & Accountants💻 Workflows in a Weekend for Bookkeepers & Accountants💻 Breakthrough for Bookkeepers & Accountants💻 Retreats for Bookkeepers & Accountants📝 1:1 Coaching application to work with Alyssa Lang☎️ Book a FREE Consult Call👥 Ambitious Bookkeeper💌 Send us an email to support@workfowqueen.com👥 Conquering Workflows & Systems for Bookkeepers & Accountants Facebook groupThanks 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 Aleece McKnight, the founder and owner of The Law Office of Aleece McKnight and also a wicked smart attorney. Alyssa has been working with Aleece McKnight for almost three years now and leans on her to provide her legal advice and everything in between. Aleece has a lot of golden nuggets to share on this interview.In this episode you’ll hear:Whether it's cool to swipe a contract from someone else for your own businessWhat disclaimers you should include in your contractsWhen you need to send my existing clients new contractsWhen an addendum is important for your contractsWhen you should reach out to a lawyer for supportAbout our guest:Aleece McKnight, Esq. is the CEO at the Law Office of Aleece McKnight, a law firm specializing in trademarks, copyrights, business formation, and contracts. She provides comprehensive legal services and education for creative entrepreneurs, helping them secure their intellectual property and business. With years of experience, Aleece is a trusted advisor to her clients as they grow their businesses and expand their brand. A recognized expert in copyright and trademark protection, she's been featured on podcasts, articles, and as a speaker at conferences. Aleece is the ultimate legal plug for anyone looking to secure their intellectual property with confidence.Connect with Aleece McKnight:Follow her on Instagram: @aleece_mcknight_law Connect with her on Facebook: Law Office of Aleece McKnight Send her an email: contactus@aleecemcknightlaw.comResources mentioned in this episode:📝 Trademark Pocket Pack (Quick guide into creating a strong trademark, the trademark process, and FAQs)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 Tasha Triana, the owner and founder of The Nurtured Nurse, about all things boundaries, burnout, overwhelm with running and business and tips and tricks on the best way to prioritize yourself so you can better serve your clients and your team.In this episode you’ll hear:How to identify when you’re burnt out and need a breakThe importance of listening to our inner needsHow to prioritize yourself over you business to help you move faster in businessExamples of an effective morning routineHow to structure your own self-care system that will support your business and your lifeAbout our guest:Tasha Triana, RN, BSN, MA, is a Registered Nurse turned Life and Purpose Coach and Hypnotherapist. She is also a certified yoga & meditation teacher, reiki master, and holds a Master’s Degree in Psychology.Early on in her almost decade of working in the hospital setting, Tasha experienced severe burnout. While this was an extremely challenging time in her life, it was also an enlightening one, as it helped Tasha truly understand the importance and necessity of daily self-care practices. Her time working in the hospital also enabled her to uncover her true passion for mind, body, and spirit healing and well-being.Tasha is on a mission to teach and empower her clients to prioritize themselves, build self-awareness, and let go of limiting beliefs so that they can live their most authentic and aligned lives.Tasha works with clients 1:1 and in groups, hosts workshops, and leads retreats. In her free time, she is out exploring the world. She loves traveling, getting out in nature, hiking, and eating all the tropical fruit she can find.Connect with Tasha:Check out her website: www.thenurturednurse.coFollow her on Instagram: https://instagram.com/thenurturednurseResources mentioned in this episode:🙏🏼 Tasha Triana Women's Wellness Retreat in Nicaragua October 7, 2023- October 13, 2023 https://www.wetravel.com/trips/women-s-tropical-wellness-retreat-the-nurtured-nurse-san-juan-del-sur-nicaragua-83656756Thanks 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 build an efficient and effective tech stack for your bookkeeping or accounting firm. She dives deep into understanding the five core systems to have in place, how to identify the tech you need and implement them without feeling tech stress and overwhelm.In this episode you’ll hear:What 5 core systems I recommend you have at any stage in businessHow to identify your tech stack for your firmHow to get rid of unnecessary tech and save room for the tech that serves youHow long you should be testing new tech that you roll outEasiest way to integrate your tech stack to work seamlessly for your companyResources mentioned in this episode:⚙️ Magnetic Bookkeeping Tech Stack💻 Kickoff with Asana for Bookkeepers & Accountants💻 Breakthrough for Bookkeepers & Accountants💻 Onboarding on Autopilot (Ambitious Bookkeepers Dubsado for bookkeepers program)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

I interview Jeremy Van Groll, Founder and President of Nonprofit Bookkeeping and his Operations Manager, Megan Reif. Jeremey shares his point of view of bringing on someone in his team to implement new tech, systems and automation while Megan shares her experience in implementation and presenting changes to Jeremy.In this episode you’ll hear:How to hire, mentor, and find the right people to implement on your behalfHow to guide team members to offer changes and implement to make them feel empoweredWhat creating new tech, systems, and processes can do to transform your businessTips on cultivating a positive work enviornment that people would kill to work inHow Breakthrough for Bookkeepers & Accountants transformed Jeremey’s firm and allowed him to have his team implement the programAbout our guest:Jeremy Van Groll is an incorrigible financial nerd and is the founder and President of Nonprofit Bookkeeping. Jeremy has a Masters in Financial Management and has twenty years of experience in leadership roles including corporate accounting, banking, data analysis, and compliance reporting. Nonprofit Bookkeeping partners with domestic and international organizations to implement efficient financial and data management processes that allow nonprofit leaders to focus their efforts on their Mission and building relationships with Donors.Jeremy has been featured speaker on optimizing both personal and organizational financial management and was nominated for the Foundations Ethics in Business award. When not geeking out on spreadsheets, Jeremy enjoys attending concerts, singing karaoke, and following sports, especially the soccer and gymnastics teams of his two sons.Connect with Jeremy Van Groll:Connect on Instagram: @nonprofit_bookkeeping Follow them on Facebook: www.facebook.com/nonprofitbookkeeping Connect with him on LinedIn: www.linkedin.com/company/nonprofit-bookkeeping Email: clientcare@nonprofitbookkeeping.com Check out their website: www.nonprofitbookkeeping.comResources mentioned in this episode: ⚙️ Miro⚙️ Notion💻 Breakthrough for Bookkeepers & Accountants💻 Bookkeeper LaunchFor 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:

I interview Tyler Otto, Co-Owner of Speciality Bookkeeping, LLC where he escaped the corporate space to go full force in growing his bookkeeping firm. We dive into a wide variety of topics along the lines of aligning your team with your goals, brining on a business partner, KPIs to track and top recommended tech and software we love and use.In this episode you’ll hear:How to measure success and creating a solid company cultureThe importance of KPIs and metrics to measure growth for your firmImplementing a bonus structure that makes senseWhat it’s like to bring in a business partner and the processSuggestions of tech and software to make things run smootherAbout our guest:Tyler Otto along with his wife Karen are the owners of Specialty Bookkeeping, LLC, where he has developed a winning formula for an innovative, virtually based accounting and tax firm. His company leverages technology to simplify client’s financial processes, creating greater visibility into their financials and driving profit. He has extensive experience in the finance side of the hotel and tourism industry where he has also served as the Corporate Director of Finance with Imprint Hospitality in 2020.Tyler has a passion for team development and promoting fun and collaborative cultures. He believes that a dedication to continuous improvement and learning is the backbone of any successful venture.Tyler is a fanatic about making new relationships and collaborating with others on large projects. He lives in Salt Lake City, Utah with his wife Karen and two children. When he’s not geeking out in Visual Basic, he’s found in the woodshop doing any number of woodworking projects, or on his road bike.Connect with Tyler Otto:Follow Tyler on Instagram: @specialtybk Like & Subscribe to his YouTube Channel: Youtube.com/c/SpecialtyBookkeepers Connect on LinkedIn: www.linkedin.com/in/tylerdotto/Resources mentioned in this episode:⚙️ Fathom📝 Cliftons Strength Finders quiz📕 Rocket Fuel by Gino Wickman💻 Bookkeeper LaunchThanks 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 Hamed Abbasi, Co-Founder and CEO of Plooto, to discuss how Plooto streamlines invoicing, customization of permission controls, and avoiding massive fees. They also explore other capabilities and options Plooto offers to help bookkeeping and accounting firms assist their clients and level up their services.

I interview Veronica Wasek, Founder of VM Wasek and 5MB Academy where she helps bookkeepers and accountants through he videos, resources and her programs. We discuss all things clean ups, how to approach them and what’s the best way to know when you’re done.In this episode you’ll hear:How to approach a diagnostic review on prospects booksHow to leverage your clean up process in sales conversationsRecommended clean up softwares to get the job done easierWhat the expected time frame and average for completing clean upsAbout our guest:Veronica Wasek is an accomplished entrepreneur, influencer, educator, and accountant. She is the CEO and Founder of VM Wasek – an accounting and consulting firm that specializes in helping Shopify sellers. Her presence in social media is well-known, including her 5 Minute Bookkeeping YouTube Channel, blog, and Facebook community. She also runs the 5MB Academy, an online academy for bookkeepers and accountants. Veronica is a Certified Public Accountant and is advanced certified in QuickBooks Online. Her expertise has earned her a spot among the Top 100 and Top 10 QuickBooks ProAdvisors. Veronica lives in Sugar Land, Texas and enjoys spending time with her husband Eric at their farm.Connect with Veronica Wasek:Check out her YouTube channel: @5MinuteBookkeeping Join her Facebook group: https://www.facebook.com/groups/5minutebookkeeping Follow her on Instagram: @5MinuteBookkeepingResources mentioned in this episode:👥 5 Minute Bookkeeping Facebook group🎥 5 Minute Bookkeeping YouTube Channel📝 Smart Review Checklist (Free checklist and learn how to review prospective clients' books in just 15 minutes )💻 Complete QBO Cleanup System💻 QBO Paid Diagnostic Review System💻 5MB Academy (all programs and resources created by Veronica Wasek)⚙️ Asana⚙️ KeeperThanks 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