In this solo episode, Alyssa Lang covers the intricacies of handling difficult conversations within your bookkeeping or accounting practice. Alyssa breaks down practical steps on preparing for hard dialogues, using data-driven approaches, and creating impactful outcomes, ensuring you nurture not only a productive team but also foster personal growth as a leader!

In this episode you’ll hear:

• How to prepare for hard conversations with your team using a step-by-step framework
• Why hard conversations are essential for avoiding business bottlenecks and fostering growth
• What steps to take to evaluate the root cause before having a hard conversation
• How to use data and KPIs instead of emotions to guide tough discussions
• What performance improvement plans entail and when to let someone go

Resources mentioned in this episode:

💻 Breakthrough for Bookkeepers & Accountants

⚙️ Notion 

👉🏼 Sign up for The Removable CEO Workshop on February 25th @ 12pm EST!

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

🧡 Sign up for The Removable CEO Workshop for FREE: www.workflowqueen.com/ceo-workshop

📆 Live Workshop Date: February 25th @ 12 PM EST

Join our Breakthrough Info Session and get all the details!

📆 Live Session Dates:

➡️ February 24th @ 12 PM EST

➡️ February 27th @ 5 PM EST

🧡 Sign up here: www.workflowqueen.com/info

In this solo episode, Alyssa Lang covers the five key pillars of leadership essential for building a scalable and profitable firm. Alyssa dives into mindset shifts, creating the right offers, implementing efficient systems, nurturing an empowering company culture, and becoming truly removable, guiding listeners on their journey from overwhelmed business owner to confident leader!

In this episode you’ll hear:

• What are the five key pillars of leadership to create a scalable and profitable firm
• How to identify and overcome challenges when hiring team members
• Why profitability is essential for gaining freedom in your business
• How to use clear expectations and track KPIs for effective team management
• What mindset shifts are necessary to transform from an overwhelmed business owner to a confident leader

Resources mentioned in this episode:

🧡 Join our FREE POWER to Breakthrough Bootcamp (2/17 - 2/21)

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

🧡 Sign up for The Removable CEO Workshop for FREE: www.workflowqueen.com/ceo-workshop

📆 Live Workshop Date: February 25th @ 12 PM EST

Join our Breakthrough Info Session and get all the details!

📆 Live Session Dates:

➡️ February 24th @ 12 PM EST

➡️ February 27th @ 5 PM EST

🧡 Sign up here: www.workflowqueen.com/info

About our guest:

Mariana is a former Emmy award-winning filmmaker, founder of Brandmagnetic.com. She's obsessed with Emotional Marketing and specializes in helping online business owners create instant personal and emotional connection and increase conversions using a 2-3 minute Brand Video.

Connect with Mariana Henninger:

Follow her on Instagram: http://instagram.com/brandmagnetic Connect with her on LinkedIn: http://linkedin.com/in/marianahenninger Email her: [email protected]

Resources mentioned in this episode:

📄 The Ultimate Cheat Sheet for a Brand Story That Converts 📹 Watch Mariana’s brand video here 🏆 Heather Sager speaking coach

These resources and connections from the episode offer great insights into emotional marketing and building trust in your brand.

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

🧡 Sign up for The Removable CEO Workshop for FREE: www.workflowqueen.com/ceo-workshop

📆 Live Workshop Date: February 25th @ 12 PM EST

Join our Breakthrough Info Session and get all the details!

📆 Live Session Dates:

➡️ February 24th @ 12 PM EST

➡️ February 27th @ 5 PM EST

🧡 Sign up here: www.workflowqueen.com/info

In this solo episode, Alyssa Lang covers essential strategies for improving year-end workflows for bookkeepers and accountants. Alyssa discusses practical ways to reflect on past processes, create plans to address bottlenecks, and leverage tools like Content Snare to automate client communication, ensuring a smoother and more efficient year-end experience in the future.

In this episode you’ll hear:

• How to conduct a year-end debrief to identify what went right and wrong
• What steps to take to fix year-end bottlenecks and improve workflows for the future
• Why creating templates and specific softwares can streamline client requests
• When and how to set expectations with clients to ensure smoother year-end

Resources mentioned in this episode:

👉🏼 Join our FREE POWER to Breakthrough Bootcamp (Feb 17th - Feb 21st)

⚙️ Content Snare

💻 Effortless Client Requests for Bookkeepers & Accountants 💻 Breakthrough for Bookkeepers & Accountants

⚙️ Notion

⚙️ Asana

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 at Sabr Media: sabrmediallc.com

🧡 Sign up for The Removable CEO Workshop for FREE: www.workflowqueen.com/ceo-workshop

📆 Live Workshop Date: February 25th @ 12 PM EST

Join our Breakthrough Info Session and get all the details!

📆 Live Session Dates:

➡️ February 24th @ 12 PM EST

➡️ February 27th @ 5 PM EST

🧡 Sign up here: www.workflowqueen.com/info

Alyssa Lang interviews Erin Pohan, Founder of Upkeeping and WAVE - Seattle, on building supportive communities for women in accounting, finance, and entrepreneurship. Alyssa and Erin explore the transformative power of authenticity, organizing impactful industry events, and fostering long-term connections that challenge traditional norms!

In this episode you’ll hear:

• What exciting live event is happening in Seattle, WA in May of 2025
• How networking and community building can take your business to the next level
• Why this accounting event for women will reshape connections

About our guest:

As Founder of UpKeeping®, Erin is changing the boring stereotypes about accounting and helping business owners truly understand their business finances. Through a customized outsourced accounting subscription service, Erin and her team support entrepreneurs by being their #1 financial concierge/communicator. Erin holds an MS in Accounting from Liberty University and a BS in Accounting from the University of Maryland. When she’s not trying to make accounting more “fun”, Erin loves building community within the industry and convincing accounting students that owning an accounting/bookkeeping firm is the American dream.

Connect with Erin Pohan:

Email Erin Pohan: [email protected]

Check out her event: https://cec4-erin.systeme.io/0cc9badd

Resources mentioned in this episode:

🎟️ Sign up for the WAVE - Seattle event on May 22, 2025

📧 Have questions about the event? Send an email to [email protected]

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

🧡 Sign up for The Removable CEO Workshop for FREE: www.workflowqueen.com/ceo-workshop

📆 Live Workshop Date: February 25th @ 12 PM EST

Join our Breakthrough Info Session and get all the details!

📆 Live Session Dates:

➡️ February 24th @ 12 PM EST

➡️ February 27th @ 5 PM EST

🧡 Sign up here: www.workflowqueen.com/info

In this solo episode, Alyssa Lang covers your top questions for our special 100th episode of the podcast. It includes common challenges and strategies for hiring and team management tailored for bookkeepers and accountants. Alyssa dives into the nuances of capacity planning, proactive hiring processes, and innovative methods like project-based assessments, providing listeners with actionable insights to make informed decisions and foster a thriving work environment!

In this episode you’ll hear:

• How to determine the right timing for hiring by using capacity planning
• What options exist for hiring, such as improving efficiency and implementing better systems
• Why maintaining a hiring pipeline and proactive onboarding are vital for team growth
• How to use a project-based assessment for hiring to evaluate problem-solving skills
• What pricing strategies can be set for bookkeeping services

Resources mentioned in this episode:

🎙️ Listen to Episode 90: Pricing for Profitability: How to Make Sure Every Client is Worth It

🎙️ Listen to Episode 76: Pricing for Growth: Aligning Client Fees with Your Business Goals

🎙️ Listen to Episode 75: Unstoppable Mindset: Conquering Fear, Embracing Success, & Elevating Your Business

🎙️ Listen to Episode 35: What I Would Do Differently If I Had To Start All Over Again

🎙️ Listen to Episode 53: Building Your Dream Team: Hiring and Management Tips for Bookkeepers

🎙️ Listen to Episode 89: Exciting News: The New Direction of Workflow Queen – What’s Coming Next!

📚 Read to Blog: How to Build an Internal Training Program for New (and Existing) Team Members

🎙️ Listen to Episode 38: What To Do When Your Clients Don’t Get You Everything You Need
💻 Client Profitability Tracker
💻 Effortless Client Requests program
⚙️ Hubdoc
⚙️ Google Drive
⚙️ Content Snare
⚙️ Asana
⚙️ Loom
💻 Bookkeeper Launch
💻 Breakthrough for Bookkeepers & Accountants group coaching 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, @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: workflowqu

🧡 Sign up for The Removable CEO Workshop for FREE: www.workflowqueen.com/ceo-workshop

📆 Live Workshop Date: February 25th @ 12 PM EST

Join our Breakthrough Info Session and get all the details!

📆 Live Session Dates:

➡️ February 24th @ 12 PM EST

➡️ February 27th @ 5 PM EST

🧡 Sign up here: www.workflowqueen.com/info

Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on how to efficiently track and manage missing client information. Alyssa and Brooke discuss the practical use of systems like Content Snare and Notion to streamline workflows, maintain clear communication with clients, and prepare for busy season.

In this episode you’ll hear:

• How to keep track of missing information from clients with your team
• Why losing track of client requests can create more work and headaches
• What tools and systems you can use to manage missing client information
• How Content Snare helps provide clear visibility into requested and missing client info

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.

Connect with Brooke Swan:

Check our her website: https://www.claritybkpg.com/ ****

Follow her on Instagram: @brookeashleyy_

Resources mentioned in this episode:

💻 Effortless Client Requests for Bookkeepers & Accountants (Content Snare program)

⚙️ Notion

⚙️ Content Snare

⚙️ Asana

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

🧡 Sign up for The Removable CEO Workshop for FREE: www.workflowqueen.com/ceo-workshop

📆 Live Workshop Date: February 25th @ 12 PM EST

Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on client onboarding systems. Alyssa and Brooke chat about the challenges of streamlining onboarding, utilizing tools like Content Snare for efficiency, and reimagining workflows to transform both team dynamics and client experiences!

In this episode you’ll hear:

• What distinguishes your onboarding from your cleanup processes
• How to visually map out processes for better clarity and workflow
• Why separating onboarding and cleanup enhances operational efficiency
• How tools like Asana and Content Snare streamline the onboarding experience

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.

Connect with Brooke Swan:

Check our her website: https://www.claritybkpg.com/ ****

Follow her on Instagram: @brookeashleyy_

Resources mentioned in this episode:

💻 Effortless Client Requests for Bookkeepers & Accountants

💻 Kickoff with Asana for Bookkeepers & Accountants

⚙️ Content Snare

📋 Large sticky notes for planning & processing mapping

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

🧡 Sign up for The Removable CEO Workshop for FREE: www.workflowqueen.com/ceo-workshop

📆 Live Workshop Date: February 25th @ 12 PM EST

Join our Breakthrough Info Session and get all the details!

📆 Live Session Dates:

➡️ February 24th @ 12 PM EST

➡️ February 27th @ 5 PM EST

🧡 Sign up here: www.workflowqueen.com/info

In this solo episode, Alyssa Lang dives into the details of holiday closures, offering insight on efficiently managing your bookkeeping or accounting firm during this time of the year. Alyssa explains the importance of prepping your clients, effective implementation of holiday pay policies, and using downtime for strategic planning and personal projects, ensuring a smooth and beneficial break for you, your team and clients.

In this episode you’ll hear:

• What to do to prepare your firm for a smooth holiday closure
• How to handle team pay fairly during time off and holiday closure
• Why holiday downtime benefits you and your team
• What you can do during holiday closure to recharge and move the needle forward

Resources mentioned in this episode:

💻 Breakthrough for Bookkeepers & Accountants 💻 Effortless Client Requests for Bookkeepers & Accountants

☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm

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

🧡 Sign up for The Removable CEO Workshop for FREE: www.workflowqueen.com/ceo-workshop

📆 Live Workshop Date: February 25th @ 12 PM EST

Join our Breakthrough Info Session and get all the details!

📆 Live Session Dates:

➡️ February 24th @ 12 PM EST

➡️ February 27th @ 5 PM EST

🧡 Sign up here: www.workflowqueen.com/info

Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on streamlining client communication and boosting efficiency through automation tools like Content Snare. Alyssa and Brooke explore how ditching emails for client interaction can save mental bandwidth, improve client relationships, and enhance business growth!

In this episode you’ll hear:

• Why Alyssa and Brooke stopped relying on emails for getting info from clients
• How Content Snare streamlines and automates client requests and follow-ups
• What benefits you can experience from using Content Snare with your clients
• How automating tasks saves time and mental bandwidth
• Why setting clear deadlines is essential for client expectations and timely submissions

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.

Connect with Brooke Swan:

Check our her website: https://www.claritybkpg.com/ ****

Follow her on Instagram: @brookeashleyy_

Resources mentioned in this episode:

💻 Effortless Client Requests for Bookkeepers & Accountants

⚙️ Content Snare

☎️ Book a Human Design Reading with Brooke Swan at Aligned Self

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

🧡 Sign up for The Removable CEO Workshop for FREE: www.workflowqueen.com/ceo-workshop

📆 Live Workshop Date: February 25th @ 12 PM EST

Join our Breakthrough Info Session and get all the details!

📆 Live Session Dates:

➡️ February 24th @ 12 PM EST

➡️ February 27th @ 5 PM EST

🧡 Sign up here: www.workflowqueen.com/info