In this solo episode, Alyssa Lang covers her key strategies for approaching major seasons and process completions to make improvements through her six step process.

In this episode you’ll hear:

• What steps to take to make improvements after core processes and seasons in the business
• How to approach clients and team for feedback
• How to know what to focus on when it comes to improving and changing processes

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 Sydney Chase, Founder of 22 Marketing Co. and also that social media management company we use here at Workflow Queen and Magnetic Bookkeeping & Consulting. They dive deep into all things social media from how to be consistent, easily make content without draining yourself, investing in a social media manager and so much more.

In this episode you’ll hear:

• How to be consistent on socials and how to let go of the pressures that come with
• How to choose what social media platform you should be on to attract your dream clients
• What metrics to track to know your social media is performing

About our guest:

22 Marketing Co., led by CEO and founder Sydney Chase, is a dynamic social media marketing agency dedicated to helping creative and passionate female entrepreneurs increase their impact on social media. The company prides itself on being the go-to "social media BFFs," offering services that include social media management, consulting, coaching, and content creation.

Sydney, a social media marketing expert, emphasizes authentic and personalized marketing that focuses on real connections rather than just numbers. With a vision of making social media a fun, easy, and simple way to build a community of online friends, 22 Marketing Co. is committed to helping businesses flourish in the digital world while ensuring a fulfilling life outside of work and prioritizing mental well-being.

Connect with Sydney Chase:

Connect via Email: [email protected]
Follow on Instagram: https://www.instagram.com/22marketingco_/
Follow on Facebook: https://www.facebook.com/22marketingco/

Resources mentioned in this episode:

💻 Shop 22 Marketing Co. eBooks and freebies here

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 elements of creating a scalable business model for your bookkeeping firm from standardizing processes, building the right team and implementing strategic growth strategies.

In this episode you’ll hear:

• How to standard your processes and systems to make things more efficient
• How to build a hig-performing team by cultivating a powerful company culture
• How to implement growth strategies that will take your business to the next level

Resources mentioned in this episode:

⚙️ Loom

⚙️ Scribe How

⚙️ Asana

💻 Kickoff with Asana for Bookkeepers & Accountants

💻 Workflows in a Weekend for Bookkeepers & Accountants

💻 Breakthrough for Bookkeepers & Accountants

⚙️ Zapier

💻 The Motherload of Email & Form Swipe File

⚙️ Bookkeeper Launch

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 Renee Dick, Founder of Fresh Life Approach, about how to create an energetic strategy that aligns with your business and your life. They deep dive into Human Design, Gene Keys and how to translate the information to serve you in all areas of life.

In this episode you’ll hear:

• Difference between your energetic strategy and a business strategy and how they can compliment each other
• How to align your energy with your marketing
• How to understand how your team operates through their human design
• What human design, gene keys and your energy have to do with business

About our guest:

I’m Renee, your new BFF, and personal empowerment guide. I help women entrepreneurs finally get the heck out of their own way and break through their limiting beliefs so they can show up in their business like never before. I also pair energetic, easy-peasy spiritual tools and practices without all the fluff and overwhelm.

Connect with Renee Dick:

Check out her website: www.freshlifemarketing.com/programs
Listen to her podcast: https://podcasts.apple.com/us/podcast/woo-woo-wednesday/id1531176798 Follow her on Instagram: @freshlifeapproach

Resources mentioned in this episode:

📚 The Big Leap by Gay Hendricks

📚 The Gene Keys by Richard Rudd

📊 Get your FREE Human Design

Renee’s Programs & Resrouces:

💻 Fresh Life Group Coaching (Group Coaching)

💻 The Rebel Coaching (1:1 Coaching)

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 Lori De Witt, Owner of DWP Consulting, Inc., a Canada bookkeeping and accounting firm. They discuss topics from setting the vision of the company, communicating it with her team, establishing values and identifying core bottlenecks with her team.

In this episode you’ll hear:

• How to be unique in the ways you offer different opportunities to your team
• Why it’s important to get support from others in the industry who get what you’re going through
• How to determine what your core bottleneck is based off your business needs
• How to set the vision, culture and values for your team and get them aligned with the direction of the company

About our guest:

Lori De Witt established and owns DWP Consulting Inc., based in Calgary, Alberta. While working at a public practice accounting firm, she saw the need for good bookkeepers, so the vision of starting her own business was born.

Lori is passionate about understanding what makes her clients effective and building financial structures and processes to make their businesses all they can be. She customizes her services to each client's needs, from basic record keeping to CFO/Controller services. She is developing a fantastic team that shares this passion.

Lori has a Bachelor of Management degree from Athabasca University and has lived and worked in several Canadian provinces and internationally. In addition to growing into her role as a successful business owner, Lori is happily married and has two teenage children and a dog named Millie.

Connect with Lori De Witt:

Connect via email: [email protected]

Check out her website: https://www.dwpbooks.com/

Resources mentioned in this episode:

💻 Join our 5 Day Free Workflows Made Simple Challenge waitlist

💻 Kickoff with Asana for Bookkeepers & Accountants

💻 Breakthrough for Bookkeepers & Accountants

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

📊 Check out Gallup’s Strengths Finder results

⚙️ Slack

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 Holly Skog, Owner and Founder of Happy Books Solutions, to talk about Holly’s journey through joining and implementing Breakthrough to help her prepare for maternity leave and give her team the time to shine.

In this episode you’ll hear:

• What Holly implemented through Breakthrough to create massive wins and shifts in her firm
• How Holly maintains her sanity and peach by building a balanced business
• Impact of creating an internal training program for her team
• How she plans to take 30 days off, unplugged, for maternity leave and 3 months of zero client facing activities
• What KPIs she has in place to bonus her team based on performance and execution

About our guest:

Holly Skog is the owner of Happy Books Solutions, a bookkeeping and fractional CFO firm which helps interior designers navigate the finance side of their business. She's an extroverted numbers nerd who loves bringing personality and approachability to the finance world (a world we all know could use a bit of an image refresh!).

Connect with Holly Skog:

Check out her website: https://happybookssolutions.com/

Follow her on Instagram: @happy.books.solutions

Send her an email: [email protected]

Resources mentioned in this episode:

⚙️ Notion

💻 Breakthrough 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

In this solo episode, Alyssa Lang covers The POWER to Breakthrough FREE Bootcamp for Bookkeepers & Accountants who want to scale bigger, hire better and break through to the next level.

In this episode you’ll hear:

• What The POWER to Breakthrough Bootcamp is all about
• What you can expect to learn in the FREE bootcamp
• Who the FREE bootcamp is for and what stage in business you need to be in
• How to sign up and participate in the FREE POWER to Breakthrough Bootcamp

Resources mentioned in this episode:

💻 The POWER to Breakthrough Bootcamp

Bootcamp Details:

Sign up for the bootcamp: workflowqueen.com/bootcamp

Bootcamp dates: March 4th - March 8th

What you’ll learn:

• How to create a Powerful Mindset to step into your CEO role
• How to create Optimized Offers that can afford your dream team and hit your goals
• How to identify your core bottleneck through building your World Class Systems
• How to create an Empowered Company Culture and get your team to produce like you would through adding layers of quality control
• How to become a Removable CEO so you can focus on what you love doing

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 key strategies and techniques for creating financial success in your bookkeeping and accounting firm. She breaks down how to analyze and increase your client profitability and optimizing your financials to reflect useful data to help you make key decisions.

In this episode you’ll hear:

• How to calculate profitability per client
• What journal entries to have in place on the books to help calculate profitability per client
• How to increase your profitability per client by price increases
• Why you should be more efficient in your business to raise your profit margin

Resources mentioned in this episode:

⚙️ QuickBooks Online for Accountants

⚙️ Clockify

⚙️ Asana

💻 Melissa Honan’s ‘How to Increase Client Prices’ mini program

⚙️ RightTool (use code WORKFLOWQUEEN for $10 off per month for 14 months)

💻 Breakthrough for Bookkeepers & Accountants

☎️ Book a FREE 15 minute consult call to chat about what programs & resources are right for you

💻 Kickoff with Asana 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 covers how to build your ideal team for your bookkeeping and accounting firm through identifying your hires, creating the job description, interviewing candidates and extending the offer.

In this episode you’ll hear:

• How to leverage time tracking to identify future hires
• How to get support when paying team members and staying HR compliant
• What key features a job description should have to attract your ideal team member
• Step-by-step process to interviewing and extending the offer to new team members

Resources mentioned in this episode:

💻 Breakthrough for Bookkeepers & Accountants

⚙️ Clockify

👥 Why HR

⚙️ Gusto

📚 Make ‘Em Beg to Work for You by Angela E. Lauria

💻 Bookkeeper Launch

☎️ Book a 15 minute consult call to chat about Breakthrough

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 power of automating your systems and processes to better serve your bookkeeping and accounting clients. She covers different apps and softwares to use to help automation things in your business and the key tools Alyssa uses to streamline her processes.

In this episode you’ll hear:

• How automation of your workflows and systems can support your business
• What 3rd party software she recommends to uplevel your automation
• Why process mapping is a key component to being more efficient

Resources mentioned in this episode:

⚙️ Zapier

🎓 Zapier University

⚙️ Anchor

⚙️ Miro

💻 Breakthrough for Bookkeepers & Accountants

☎️ Book a 15 minute consult call to discuss our programs

💌 Subscribe to our email list

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