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

The Hidden Driver of Success: How Culture and Metrics Shape Your Company's Future with Tyler Otto


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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 culture
  • The importance of KPIs and metrics to measure growth for your firm
  • Implementing a bonus structure that makes sense
  • What it’s like to bring in a business partner and the process
  • Suggestions of tech and software to make things run smoother


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

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