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

In this solo episode, Alyssa Lang shares unique marketing strategies to enhance trust and business growth for bookkeepers and accountants. Alyssa shares how to leverage client testimonials, create compelling communication channels, and align marketing tactics with genuine client preferences, ensuring your business is primed for future success!

In this episode you’ll hear:

• How to define your ideal client profile to ensure your marketing speaks directly to the clients who align with your goals and values
• Creating a value-based marketing message that highlights the benefits you bring to clients, like time savings, financial clarity, and peace of mind
• Unique marketing approaches that set your firm apart, including hosting niche-specific webinars, sharing client success stories, and building a referral network

Resources mentioned in this episode:

💻 Breakthrough for Bookkeepers & Accountants

🎙️ Listen to episode #3: Building a $1.5 Million Firm with no Bookkeeping Experience with Melissa Honan

🎙️ Listen to episode #50: Unique Marketing Strategies for Bookkeepers & Accountants

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, @workflowqueen

For 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.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

In this solo episode, Alyssa Lang dives into pricing strategies that ensure every client contributes to your firm’s profitability. She covers common pricing mistakes, guides listeners on calculating true client costs, and explains the benefits of shifting to value-based pricing for sustainable growth.

In this episode you’ll hear:

• Why common pricing mistakes can destroy your profit margins—and how to avoid them
• How to calculate the true cost of each client and ensure they’re worth your time
• What value-based pricing is and why it often beats hourly rates for firm owners
• How to set a target profit margin that supports sustainable growth
• When it’s time to raise your rates—and how to communicate it confidently

Resources mentioned in this episode:

💻 Breakthrough for Bookkeepers & Accountants

💻 Client Profitability Tracker for Bookkeepers & Accountants

💻 Ambitious Bookkeeper’s Pricing for Profit resource

🎙️ How Breakthrough Transformed a Bookkeeper into a Thriving Firm Owner with Megan Andersen

🎙️ The Art of Pricing: Insights on Creating Value and Confidence in Your Pricing with Helena Donald

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, @workflowqueen

For 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.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

In this solo episode, Alyssa Lang shares the exciting new direction for Workflow Queen and how these changes will better serve you in the future. Alyssa dives into the experiences of pivoting your business's path, implementing systems and teams for scaling without burnout, and the fresh offers and events coming soon that you won’t want to miss.

In this episode you’ll hear:

• What exciting new changes are happening at Workflow Queen
• What micro offers and new resources are being introduced for bookkeepers and accountants
• How the podcast will focus on themes like offers, systems, and team to better serve listeners
• Why personal internal work and business strategy are crucial for sustainable business growth

Resources mentioned in this episode:

💻 Waitlist for our Content Snare program

👤 Serena Shoup with the Ambitious Bookkeeper

💌 Sign up for our exclusive free VIP email list to get first access to new offers and special discounts

💻 Breakthrough for Bookkeepers & Accountants

💻 Kickoff with Asana for Bookkeepers & Accountants

💻 Workflows in a Weekend for Bookkeepers & Accountants

📍 In-Person Events & VIP Days (email [email protected] for more details)

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, @workflowqueen

For 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.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

Alyssa Lang interviews Helena Donald, Money Mindset Expert and Founder of Girl Unfiltered, on exploring the hidden impact of money mindset on businesses and uncovering techniques to charge your worth with confidence. Alyssa and Helena dive into addressing limiting beliefs surrounding money, valuing inner work, and providing unique approaches to elevate your financial success in your business.

In this episode you’ll hear:

• Why awareness of early programming around money is crucial for business growth and personal confidence in pricing your clients
• How to connect with clients on a unique level and lead with value to create a better client experience
• What methods help in transitioning from hourly rates to value-based pricing that feels good
• How clearing limiting beliefs around money leads to a more fulfilling and successful business approach

About our guest:

Helena Grace Donald works with ambitious women to radically release their internal money blocks, fears and limiting beliefs so they can shatter their inner glass ceiling and tap into the frequency of abundance that they not only desire, they also deserve. She uses a range of tools and modalities, such as Matrix Reimprinting and EFT. She is the founder of Girl Unfiltered, the author of Learning to Love the Girl in the Mirror and the host of The Girl Unfiltered Podcast.

Connect with Helena Donald:

Follow Helena on Instagram: @iamhelenagrace

Check out her website: https://www.girlunfiltered.com/ Listen to her podcast: https://www.girlunfiltered.com/the-girl-unfiltered-podcast/

Resources mentioned in this episode:

💸 Money Magnet Meditation gift from Helena

🎙️ Girl Unfiltered Podcast by Helena Donald

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, @workflowqueen

For 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.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

In this solo episode, Alyssa Lang covers the essential steps and strategies for gracefully firing clients while protecting your business integrity. Alyssa deep dives into implementing clear disengagement policies, managing client boundaries, and ensuring smooth transitions to foster a healthier, more aligned client base for your firm.

In this episode you’ll hear:

• How to determine if you are ready to fire a client
• When to fire a client and the logistics that go with it
• How to communicate to your client that you are firing them
• How to be ready to make space for new, and more aligned clients

Resources mentioned in this episode:

💻 Breakthrough for Bookkeepers & Accountants

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, @workflowqueen

For 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.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

Alyssa Lang interviews Christy Bowie, CPA and Founder of Christy Bowie Financial Solutions and the "In the Know" newsletter, on getting through the challenges of team management, leveraging productivity tools like ClickUp, and providing a luxury client experience in the financial industry.

In this episode you’ll hear:

• How to create a good client experience and what that actually looks like
• What an outstanding proposal process looks like
• How to connect clients with the right team member to better serve your clients
• How to create an excellent client experience for your clients

About our guest:

Christy is a CPA & Financial Consultant who empowers service-based entrepreneurs to grow their business by taking away the stress of finances & creating strategic plans to scale. After starting her career serving some of the world's largest private equity companies as well as high net worth business owners and investors, Christy learned the powerful strategies that successful CEOs use to scale. Christy has served hundreds of small businesses in various industries, stages of businesses, and revenue ranges and has a passion for helping founders build legacy businesses that can provide generational wealth and a lifestyle they love. Christy’s goal is to help you feel empowered as a business owner & get back to being the CEO instead of stressing about details.

Connect with Christy Bowie:

Follow Christy on Instagram: https://www.instagram.com/itschristybowie

Check out her newsletter: https://learn.christybowie.com/in-the-know/

Resources mentioned in this episode:

💻 Kickoff with Asana for Bookkeepers & Accountants

⚙️ Asana

⚙️ Dubsado

⚙️ ClickUp

💻 Breakthrough for Bookkeepers & Accountants

🗞️ Christy’s In The Know newsletter

⚙️ Notion

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, @workflowqueen

For 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.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

Alyssa Lang interviews Scott Scarano, Owner and Founder of Accounting High and Padgett Business Services, on the importance of communication and trust within a team, experiences with software systems, reflections on transitioning from sales roles to passion projects, and the challenges and successes of managing teams in introverted industries.

In this episode you’ll hear:

• How communication and trust within a team are crucial for business success
• How to let go of the sales process to your team
• Why over communicating is essential in introverted industries
• How to empower team members to take on more responsibility and embrace personal growth

About our guest:

Scott Scarano is an eccentric entrepreneur with the heart of a lion and the soul of a housecat. Scott’s "Why" is empowering all growth-minded entrepreneurs, in his reach, to thrive and prosper. Scott’s Padgett team is filled with passionate advisors with unique personalities who share the same virtues of empathy and integrity in everything they do. Scott did the school thing and has the credentials, but his real value comes from his questioning mind and grit to push through any adversity. Scott lives in Raleigh, bleeds Carolina blue, and dedicates himself to his astonishing wife, Juana, and three surprisingly intelligent kids; Julia, Frankie, and Arya.

Connect with Scott Scarano:

Follow him on LinkedIn: https://www.linkedin.com/in/scottscarano Subscribe to his YouTube channel: https://www.youtube.com/@accountinghigh Listen to his podcast: https://podcasters.spotify.com/pod/show/accountinghigh

Resources mentioned in this episode: 🎙️ Accounting High Podcast 📚 "The Way of Integrity" by Martha Beck ⚙️ Notion

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, @workflowqueen

For 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.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

Alyssa Lang interviews Brooke Swan, owner and founder of Clarity Bookkeeping & Consulting who’s on a mission to help her clients gain more clarity in their finances. Brooke’s become an educator in this space and today they talk about how to identify month end deadlines and how to shift them for clients to create better project management for herself and her team.

In this episode you’ll hear:

• The original due date Brooke set for herself and her team to hand over financials
• The reality of managing month end close for a large amount of clients
• Due date options for sending clients final reports
• How to get passed unrealistic pressure we put on ourselves
• How to survey your clients to determine what day they want their reports
• How to get input from your team and make changes for the better

About our guest:

Brooke Swan is the founder and CEO of Clarity Bookkeeping & Consulting. She started her firm in 2018 with the goal of helping business owners not only understand their finances, but enjoy a better work-life balance and helping them build the business of their dreams. Through their advisory services and creative strategic approaches, Clarity has helped hundreds of business owners reach their goals!

Brooke operates her firm on a 4-day work week that values efficiency, collaboration, and positivity which also allows her team to enjoy a better work-life balance as well! Brooke has a burning desire to help others and has been coaching other bookkeeping business owners for years. She now exclusively coaches with Team Workflow Queen in their Breakthrough program. She has been featured on the I Love Bookkeeping Podcast, The Finance & Accounting Show podcast, and was a featured speaker at BKX 2022.

Resources mentioned in this episode:

💻 Breakthrough for Bookkeepers & Accountants

💻 Bookkeeper Launch program

🔗 CloudHQ

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, @workflowqueen

For 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.com

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

Alyssa Lang interviews Alyssa Simpson, Owner of Alyssa Simpson Coaching and mindset and manifestation coach, on the power of doing the inner work, embracing authenticity, and cultivating unshakable confidence. They discuss shedding old identities, shifting mindsets from scarcity to abundance, and the importance of aligning actions with desired outcomes for personal and business success.

In this episode you’ll hear:

• How to control your feelings and shape her own reality
• Why it's important to prioritize inner work over business strategy and embrace authenticity
• How to do the inner work, face discomfort, and connect with what you truly want
• How to shift from scarcity to abundance mindset and operate from a place of service-led approach in business

About our guest:

Alyssa Simpson is a mindset & manifestation coach helping women tap into their innate power by burning the rule books and handing them the pen to write their own. She has been a student of manifestation and the metaphysical world for 15+ years and became a teacher of the metaphysical world in 2019. She helps women reclaim their magnetism by uncovering limiting beliefs, working through old subconscious programming, and understanding the energetics of money.

Connect with Alyssa Simpson:

Follow Alyssa on Instagram: @_alyssasimpsonx

Check out her website: www.alyssasimpsonx.com
Listen to her podcast: LimitLyss on apple & spotify

Resources mentioned in this episode:

📘 'The Way of Integrity' by Martha Beck
📖 FREE Manifestation Workbook
📘 ’10x is Easier than 2x’ by Dan Sullivan

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, @workflowqueen

For 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.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

In this solo episode, Alyssa Lang covers the four key components you need to have in place in order to become a removable CEO within your business which include the right mindset, offers, systems and team.

In this episode you’ll hear:

• How to reflect on how you got to where you are and how you will get to your next goal by shifting your mindset
• How to optimize your offers to align with more profit and ability to afford your dream team
• What systems you need to have in place in order to easily delegate and let go of the work
• What the employee/contractor lifecycle looks like and how to hire the right people in your firm

Resources mentioned in this episode:

⚙️ Asana

⚙️ Notion

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, @workflowqueen

For 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.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com