Alyssa Lang interviews Kate Marchbank, the Owner and Founder of Blix Bookkeeping where she supports creatives in managing their books. In this episode Alyssa changes things up a bit and having Kate interview her on the dying questions she has to help Kate move her business forward.

In this episode you’ll hear:

• What forms of communication to use when talking with clients
• How to make requests from clients for onboarding, clean ups and monthly bookkeeping
• Why Alyssa doesn’t charge for diagnostic reviews
• What options are available to charge clients for consulting and the process of it

About our guest:

Kate lives in LA with her husband and 2 kids. She is a bookkeeper by day and an actor by night using her stage name Kate Mines. She actually fell into bookkeeping while working her first job at a law firm, shortly after moving to LA. The bookkeeper, there was retiring and decided to train Kate on her way out. Though she's a creative she has a knack for numbers, as a result, she decided to work with creatives when she started her bookkeeping business in July 2023.

Connect with Kate Marchbank:

Follow Kate on Instagram: www.instagram.com/blixbookkeeping Email Kate: [email protected] Check out Kate’s website: www.BlixBookkeeping.com

Resources mentioned in this episode:

⚙️ Magnetic Bookkeeping & Consulting tech stack

💻 Breakthrough for Bookkeepers & Accountants

💻 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