In this solo episode, Alyssa Lang covers common issues bookkeepers and accountants face when clients don’t get us documentation and information in a timely manner. She’ll be breaking down some tips and tricks on what to do if that’s the case.

In this episode you’ll hear:

• What to do when clients don’t get you the information you need to complete the work
• How to leverage a project management system to assign tasks to move on
• How to communicate with your clients when things are past due
• How to handle back logged work and the logistics

Resources mentioned in this episode:

⚙️ Magnetic Bookkeeping & Consulting Tech Stack

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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

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Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com