Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
Conquering Workflows & Systems with Alyssa Lang, aka the Workflow Queen, is a show dedicated to bookkeepers and accountants who want to use tech, automation, workflows and systems into their firm so they can scale. We will help guide you on the best tools, softwares and systems that bookkeepers and accountants can use to help you run your firm on autopilot. Our goal is to help you to scale bigger, hirer better and breakthrough to the next level! Conquering Workflows & Systems with the Workflow Queen will provide solo teaching episodes as well as interviews with industry experts to help you grow as a bookkeeper or accountant. We discuss anything hiring team members, ways to automate your onboarding, help you decide on the right systems to manage your bookkeeping and accounting clients, when to hire, where to hire, creating operations for your practice and so much more. This is for bookkeepers and accountants who are ready to scale their practice, bring on staff and take a much needed vacation that they deserve.Where you can find us: Website: https://www.workflowqueen.com/Facebook: https://www.facebook.com/workflowqueenLinkedIn: https://www.linkedin.com/in/alyssa-lang-wq/ Instagram: https://www.instagram.com/workflowqueen/
Episodes
107 episodes
The Power of Notion in Organizing and Scaling Your Accounting Business with Diana Lunzer
Alyssa Lang interviews Diana Lunzer, a productivity and systems expert and certified Notion consultant, on the transformative power of Notion for bookkeepers, accountants, and business owners seeking streamlined operations. Alyssa and Diana exp...
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Season 1
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Episode 106
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43:10
The Conversations You’re Avoiding Are Costing You: How to Have Tough Talks with Your Team
In this solo episode, Alyssa Lang covers the intricacies of handling difficult conversations within your bookkeeping or accounting practice. Alyssa breaks down practical steps on preparing for hard dialogues, using data-driven approaches, and c...
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Season 1
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Episode 105
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36:53
The Hard Truth About Leadership: What It Really Takes to Scale
In this solo episode, Alyssa Lang covers the five key pillars of leadership essential for building a scalable and profitable firm. Alyssa dives into mindset shifts, creating the right offers, implementing efficient systems, nurturing an empower...
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Season 1
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Episode 104
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47:42
Why Your Story Matters: Using Brand Videos to Attract Dream Clients with Mariana Henninger
About our guest:Mariana is a former Emmy award-winning filmmaker, founder of Brandmagnetic.com. She's obsessed with Emotional Marketing and specializes in helping online business owners creat...
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Season 1
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Episode 103
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33:19
Lessons from Year-End: What Worked, What Didn’t, and What to Improve
In this solo episode, Alyssa Lang covers essential strategies for improving year-end workflows for bookkeepers and accountants. Alyssa discusses practical ways to reflect on past processes, create plans to address bottlenecks, and leverage tool...
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Season 1
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Episode 102
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33:49
Creating Connections: The Must-Attend Event for Women in Accounting with Erin Pohan
Alyssa Lang interviews Erin Pohan, Founder of Upkeeping and WAVE - Seattle, on building supportive communities for women in accounting, finance, and entrepreneurship. Alyssa and Erin explore the transformative power of authenticity, organizing ...
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Season 1
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Episode 101
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36:08
100th Episode Special: Ask Me Anything About Scaling a Bookkeeping Firm
In this solo episode, Alyssa Lang covers your top questions for our special 100th episode of the podcast. It includes common challenges and strategies for hiring and team management tailored for bookkeepers and accountants. Alyssa dives into th...
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Season 1
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Episode 100
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54:55
Simplify and Track Client Requests with Ease with Brooke Swan
Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on how to efficiently track and manage missing client information. Alyssa and Brooke discuss the practical use of systems like Content Snare...
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Season 1
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Episode 99
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20:46
How to Streamline Client Onboarding Using Automation with Brooke Swan
Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on client onboarding systems. Alyssa and Brooke chat about the challenges of streamlining onboarding, utilizing tools like Content Snare for...
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Season 1
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Episode 98
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39:50
How to Creating a Stress-Free Holiday Closure for Bookkeepers & Accountants
In this solo episode, Alyssa Lang dives into the details of holiday closures, offering insight on efficiently managing your bookkeeping or accounting firm during this time of the year. Alyssa explains the importance of prepping your clients, ef...
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Season 1
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Episode 97
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30:01
Why You Should Stop Emailing Your Clients To Gather Information & Do This Instead with Brooke Swan
Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on streamlining client communication and boosting efficiency through automation tools like Content Snare. Alyssa and Brooke explore how ditc...
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Season 1
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Episode 96
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32:55
Elevate Your Year-End Process: Tools, Tips, and Client Expectations
In this solo episode, Alyssa Lang covers essential year-end strategies for bookkeepers and accountants. Alyssa shares insights on differentiating year-end tasks from month-end obligations, implementing efficient tools like Asana and Content Sna...
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Season 1
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Episode 95
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35:12
Streamlining Client Requests: How Transforming Your Process Can Boost Efficiency and Results with Brooke Swan
Alyssa Lang and Brooke Swan, Owner of Clarity Bookkeeping & Consulting, chat about changing client management through effective systems like Content Snare. Alyssa and Brooke uncover how this tool transforms the often-overwhelming task of cl...
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Episode 94
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43:33
Building a Seamless Onboarding System for Your Clients
In this solo episode, Alyssa Lang dives into the critical aspects of client onboarding for bookkeepers and accountants, ensuring efficiency and client satisfaction. Alyssa walks you through the process of mapping out the onboarding journey, uti...
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Season 1
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Episode 93
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33:19
Unlocking Hidden Profits: The Secret to Maximizing Client Margins
In this solo episode, Alyssa Lang covers the world of hidden profit leaks in bookkeeping and accounting firms, offering real strategies and actionable tips to fix inefficiencies and unlock true profitability. Alyssa shares how to implement tech...
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Episode 92
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19:56
Attracting Your Dream Clients: Marketing Strategies That Actually Work
In this solo episode, Alyssa Lang shares unique marketing strategies to enhance trust and business growth for bookkeepers and accountants. Alyssa shares how to leverage client testimonials, create compelling communication channels, and align ma...
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Season 1
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Episode 91
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41:29
Pricing for Profitability: How to Make Sure Every Client is Worth It
In this solo episode, Alyssa Lang dives into pricing strategies that ensure every client contributes to your firm’s profitability. She covers common pricing mistakes, guides listeners on calculating true client costs, and explains the benefits ...
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Season 1
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Episode 90
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31:38
Exciting News: The New Direction of Workflow Queen – What’s Coming Next!
In this solo episode, Alyssa Lang shares the exciting new direction for Workflow Queen and how these changes will better serve you in the future. Alyssa dives into the experiences of pivoting your business's path, implementing systems and teams...
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Season 1
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Episode 89
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25:57
The Art of Pricing: Insights on Creating Value and Confidence in Your Pricing with Helena Donald
Alyssa Lang interviews Helena Donald, Money Mindset Expert and Founder of Girl Unfiltered, on exploring the hidden impact of money mindset on businesses and uncovering techniques to charge your worth with confidence. Alyssa and Helena dive into...
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Season 1
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Episode 88
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40:06
How and When to Fire Clients: Best Practices for Bookkeepers & Accountants
In this solo episode, Alyssa Lang covers the essential steps and strategies for gracefully firing clients while protecting your business integrity. Alyssa deep dives into implementing clear disengagement policies, managing client boundaries, an...
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Season 1
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Episode 87
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32:28
Mastering Client Experiences: Unveiling Secrets to Winning Proposals and Satisfaction with Christy Bowie
Alyssa Lang interviews Christy Bowie, CPA and Founder of Christy Bowie Financial Solutions and the "In the Know" newsletter, on getting through the challenges of team management, leveraging productivity tools like ClickUp, and providing a luxur...
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Season 1
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Episode 86
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39:47
Letting Go of Sales and Empowering Growth Through Communication with Scott Scarano
Alyssa Lang interviews Scott Scarano, Owner and Founder of Accounting High and Padgett Business Services, on the importance of communication and trust within a team, experiences with software systems, reflections on transitioning from sales rol...
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Season 1
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Episode 85
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47:12
Adjusting Month End Close Due Dates to Better Manage Client Work with Brooke Swan
Alyssa Lang interviews Brooke Swan, owner and founder of Clarity Bookkeeping & Consulting who’s on a mission to help her clients gain more clarity in their finances. Brooke’s become an educator in this space and today they talk about how to...
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Season 1
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Episode 84
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47:34
The Manifestation Shift: Unleashing Confidence and Abundance in Your Business with Alyssa Simpson
Alyssa Lang interviews Alyssa Simpson, Owner of Alyssa Simpson Coaching and mindset and manifestation coach, on the power of doing the inner work, embracing authenticity, and cultivating unshakable confidence. They discuss shedding old identiti...
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Season 1
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Episode 83
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54:33
How to Become a Removable CEO & Build a Work-Optional Business
In this solo episode, Alyssa Lang covers the four key components you need to have in place in order to become a removable CEO within your business which include the right mindset, offers, systems and team.In this episode you’ll hear:<...
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Season 1
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Episode 82
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37:52