In this solo episode, Alyssa Lang covers the things she would have done differently if she were to start her bookkeeping firm all over again. She discusses he 5 core tips and in what order to implement them into a bookkeeping firm and so much more.

In this episode you’ll hear:

• What project management system I would have implemented from the beginning
• What documentation to have as your business grows
• Importance of getting solid contracts from the beginning
• What banking strategy that has changed the game for my firm
• How pricing right helps us all create a positive industry standard

Resources mentioned in this episode:

⚙️ My Tech Stack at Magnetic Bookkeeping

⚙️ Asana

💻 Kickoff with Asana for Bookkeepers & Accountants

⚙️ ClickUp ⚙️ Keeper

⚙️ Xenett

📚 Free Asana Guide (10 Simple Steps to Managing Your Clients in Asana)

⚙️ Loom

📝 Linsey Shae Consulting (use code WFQ10 for 10% off)

• Bookkeeper Legal Template which provides 4 different services  - Bookkeeper Services Template
• Bookkeeper Bundle Agreement which includes the Referral partnership agreement, Independent Contract Agreement, Website policies, and an NDA.  Bookkeeper Bundle Template

📚 Profit First by Mike Michalowicz

🏦 Relay

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

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Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com