Building a Seamless Onboarding System for Your Clients

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

Player FM - Internet Radio Done Right

הוסף לפני three שנים

תוכן מסופק על ידי Alyssa Lang. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Alyssa Lang או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

No Limit Leadership

1
81: From Nothing to a Billion: The Leadership Playbook They Don’t Teach You w/ Harry L Allen 36:51

לפני 14 ימים36:51

הפעל מאוחר יותר

רשימות

לייק

אהבתי

36:51

Traditional banks often lack personalized service, and local businesses struggle to find true partnership in financial institutions. Meanwhile, higher education faces scrutiny over relevance and ROI in a world where information is nearly free. Harry Allen helped launch Studio Bank to blend technology with high-touch service, fueled by community investment. At Belmont, he's applying the same entrepreneurial mindset to modernize university operations and embed practical learning experiences, like a one-of-a-kind partnership with Dolly Parton, into academia. In this episode, Harry L. Allen, co-founder of Studio Bank and now CFO at Belmont University, unpacks the bold vision behind launching a community-first bank in a city dominated by financial giants. He shares the leadership lessons that shaped his journey, how to lead through crisis, and why mentorship is the key to filling today's leadership vacuum. Key Takeaways Leveraging both financial and social capital creates a unique, community-first banking model. High-tech doesn't mean low-touch, Studio Bank fused innovation with personal relationships. Leadership means showing up, especially during crisis. Universities must shift from being information hubs to delivering real-world experience. Succession and mentorship are vital to cultivating the next generation of leaders. Chapters 00:00 Introduction to Harry L. Allen 01:49 The Birth of Studio Bank 04:29 Leveraging Technology in Community Banking 07:25 The Courage to Start a New Venture 10:37 Leadership Challenges in High Growth 13:02 Leading Through Crisis: The COVID Experience 17:55 Transitioning from Banking to Education 21:16 The Role of Leadership in Higher Education 25:16 Adapting to Challenges in Higher Education 30:04 The Leadership Vacuum in Society 33:17 Advice for Emerging Leaders 35:21 The American Dream and Community Impact No Limit Leadership is the go-to podcast for growth-minded executives, middle managers, and team leaders who want more than surface-level leadership advice. Hosted by executive coach and former Special Forces commander Sean Patton, this show dives deep into modern leadership, self-leadership, and the real-world strategies that build high-performing teams. Whether you're focused on leadership development, building a coaching culture, improving leadership communication, or strengthening team accountability, each episode equips you with actionable insights to unlock leadership potential across your organization. From designing onboarding systems that retain talent to asking better questions that drive clarity and impact, No Limit Leadership helps you lead yourself first so you can lead others better. If you're ready to create a culture of ownership, resilience, and results, this leadership podcast is for you.…

לפני שנה 33:19

MP3•בית הפרקים

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, utilizing automation tools, and setting timelines that distinguish onboarding from sales or cleanup, setting your practice on a path to success with streamlined systems!

In this episode you’ll hear:

How to map out an efficient onboarding process
How to separate your sales process, onboarding and clean up process for best success
Why proper onboarding is crucial for cultivating positive client relationships and retention
How automation tools can enhance the onboarding experience
Who can handle onboarding tasks within your firm

Resources mentioned in this episode:

💻 Breakthrough for Bookkeepers & Accountants

🎙️ Growing Your Firm Podcast Interview: Workflow Queen’s Must-Have Tools & Tactics for Growing Your Firm

⚙️ Miro

⚙️ Dubsado

⚙️ Asana

💻 All our programs and courses at Workflow Queen

⚙️ Notion

💻 Kickoff with Asana for Bookkeepers & Accountants

💻 The Motherload of Email & Form Swipe File

⚙️ Content Snare

💻 Effortless Client Requests for Bookkeepers & Accountants

☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm

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

פרקים

1. Introduction to Client Onboarding (00:00:00)

2. The Importance of Onboarding for Client Retention (00:01:50)

3. Jennifer's Success Story (00:02:23)

4. Steps to Create a Flawless Onboarding System (00:04:46)

5. Mapping Out Your Onboarding Process (00:06:25)

6. Standardizing and Delegating Tasks (00:13:14)

7. Using Automation Tools to Save Time (00:20:00)

8. Determining Your Onboarding Timeline (00:24:45)

9. Common Onboarding Challenges and Solutions (00:26:42)

10. Conclusion and Resources (00:29:44)

115 פרקים

#MBA #Entrepreneur #Business #Alyssa Lang #Podcasting Education #Bookkeeping #Accounting #Online Business

Building a Seamless Onboarding System for Your Clients

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

published לפני שנה

שתפו

MP3•בית הפרקים

In this episode you’ll hear:

How to map out an efficient onboarding process
How to separate your sales process, onboarding and clean up process for best success
Why proper onboarding is crucial for cultivating positive client relationships and retention
How automation tools can enhance the onboarding experience
Who can handle onboarding tasks within your firm

Resources mentioned in this episode:

💻 Breakthrough for Bookkeepers & Accountants

🎙️ Growing Your Firm Podcast Interview: Workflow Queen’s Must-Have Tools & Tactics for Growing Your Firm

⚙️ Miro

⚙️ Dubsado

⚙️ Asana

💻 All our programs and courses at Workflow Queen

⚙️ Notion

💻 Kickoff with Asana for Bookkeepers & Accountants

💻 The Motherload of Email & Form Swipe File

⚙️ Content Snare

💻 Effortless Client Requests for Bookkeepers & Accountants

☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm

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

פרקים

1. Introduction to Client Onboarding (00:00:00)

2. The Importance of Onboarding for Client Retention (00:01:50)

3. Jennifer's Success Story (00:02:23)

4. Steps to Create a Flawless Onboarding System (00:04:46)

5. Mapping Out Your Onboarding Process (00:06:25)

6. Standardizing and Delegating Tasks (00:13:14)

7. Using Automation Tools to Save Time (00:20:00)

8. Determining Your Onboarding Timeline (00:24:45)

9. Common Onboarding Challenges and Solutions (00:26:42)

10. Conclusion and Resources (00:29:44)

115 פרקים

#MBA #Entrepreneur #Business #Alyssa Lang #Podcasting Education #Bookkeeping #Accounting #Online Business

כל הפרקים

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

1
The Power of Rest: Why I’m Pressing Pause to Grow Forward 33:34

לפני 14 weeks33:34

33:34

In this solo episode, Alyssa Lang shares her personal journey of embracing rest as a strategic and productive choice for long-term growth at Workflow Queen. Alyssa discusses how intentional pauses can lead to powerful insights, the importance of redefining productivity, and how to integrate rest into entrepreneurship, offering listeners a fresh perspective on achieving balance and success. In this episode you’ll hear: Why Alyssa decided to pause the podcast until summer for rest and growth How the Zion retreat highlighted different productivity definitions and the importance of rest How rest is seen as strategic in your journey What plans are ahead for Workflow Queen that requires rest 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 at Sabr Media: sabrmediallc.com…

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

1
Boosting Productivity and Planning with Demir Bentley 50:48

לפני 15 weeks50:48

50:48

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 at Sabr Media: sabrmediallc.com…

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

1
How to Streamline Client Communication and Save Hours Every Week 26:26

לפני 16 weeks26:26

26:26

In this solo episode, Alyssa Lang covers the art of streamlining client communication to enhance productivity and client satisfaction. Alyssa shares actionable steps such as choosing the right tools, automating follow-ups, and utilizing templates for consistent communication, ensuring your interactions are seamless and stress-free! In this episode you’ll hear: How to create templates for repetitive emails and client FAQs What steps can streamline client communication and improve experiences for both team and clients How defining clear communication channels with clients reduces confusion and improves efficiency Why automated follow-ups and check-ins with tools can prevent delays and improve your clients experience Resources mentioned in this episode: ⚙️ Notion ⚙️ Content Snare ⚙️ Missive ⚙️ Xenett ⚙️ Keeper 💻 Effortless Client Requests for Bookkeepers & Accountants 💻 The Motherload of Email & Form Swipe File 🙋🏼‍♀️ Check out our courses and resources 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 at Sabr Media: sabrmediallc.com…

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

1
Thinking About Selling Your Firm? Here’s What You Need to Know with Matt Budden & Matt Smith 56:59

לפני 17 weeks56:59

56:59

Alyssa Lang interviews Matt Budden and Matt Smith, owners of WORTTTH Advisory, on the intricate process of business valuation and its impact on potential sales and exits. Alyssa, Matt, and Matt explore the emotional journey of contemplating a business sale, unraveling the components of a firm's value, and understanding the steps to better prepare for a future exit, offering listeners invaluable insights into maximizing their business's appeal to potential buyers. In this episode you’ll hear: How Alyssa went through the valuation process for her firm with Matt & Matt What the valuation and exit readiness scorecard process looks like for potential business sellers Why understanding business valuation is beneficial, even if you're not currently planning to sell About our guests: Matt Budden and Matt Smith are the Co-Founders of WORTTTH Advisory, a boutique financial consulting firm specializing in valuations, M&A, and strategic financial services. Both are qualified Chartered Accountants (SA) with extensive global experience in deal advisory and financial services. Known as "The Matts," they share a deep passion for education and a relational approach to consulting. Their backgrounds include years in public accounting, with Smith specializing in deal structuring and tax efficiencies, while Budden focuses on valuations and financial due diligence. Prior to launching WORTTTH, they spent five years leading a multinational fractional CFO firm, helping entrepreneurs scale sustainably. Budden is recognized for his ability to inspire and connect with entrepreneurs, while Smith excels at distilling complex data into actionable insights. Together, they create a safe, strategic space for founders to grow and build impactful businesses. Connect with Matt Budden & Matt Smith: Follow them on Instagram: @worttth Connect with them on LinkedIn: linkedin.com/company/worttth-advisory/ Email them: team@wortttth.com Resources mentioned in this episode: 📚 Built to Sell by John Warrillow 💻 Breakthrough 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 at Sabr Media: sabrmediallc.com…

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

1
How to Set Boundaries with Your Team, Clients and Yourself 32:32

לפני 18 weeks32:32

32:32

In this solo episode, Alyssa Lang covers the importance of setting strong boundaries for leaders in the bookkeeping and accounting industries. Alyssa emphasizes how boundaries foster structure, clarity, and respect within your business, highlighting the benefits of saying no, defining roles, and promoting accountability to create a healthier and more sustainable work environment. In this episode you’ll hear: Why setting boundaries is essential for business growth How good leaders use boundaries to protect time, energy, and space for themselves and their teams What strategies to implement for effectively setting boundaries with clients and team members How to empower your team by shifting responsibilities and avoiding being the bottleneck Resources mentioned in this episode: 💻 Breakthrough 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 at Sabr Media: sabrmediallc.com…

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

1
The Power of Notion in Organizing and Scaling Your Accounting Business with Diana Lunzer 43:10

לפני 19 weeks43:10

43:10

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 explore how Notion can enhance workflow efficiency, reduce overwhelm, and serve as a centralized hub of information, along with practical tips for making the most of this versatile tool. In this episode you’ll hear: Why Notion is a powerful tool for productivity and systems in businesses and personal life What the key differences are between Notion and other project management tools like Asana How Notion can be customized to meet unique business needs and improve workflows About our guest: Diana Lunzer is a Productivity & Systems Expert, and a Certified Notion Consultant. She turns founders into productive powerhouses, so they can great their 7-figure empire. She is a 2x founder, on a mission to help fellow ambitious business owners who feel overwhelmed as they scale their companies. Diana is passionate about helping founders and their teams get organized and spend their time more intentionally, to scale and make more money, while enjoying the ride! She specializes in identifying where your business is leaking time and money. Diana uncovers your productivity gaps and system inefficiencies, then uses tools like Notion, Zapier, and Manychat to help your business scale with more organization, peace, and profit. Connect with Diana Lunzer: Follow her on Instagram: @DianaLunzer Subscribe to her YouTube channel: https://www.youtube.com/@dianalunzer Subscribe to herFounder’s Flow newsletter: https://tally.so/r/mVZyaJ Visit her Flow State website to learn more: www.flowwithsystems.com Resources mentioned in this episode: Here is a list of all the resources, tech, books, podcasts, etc., mentioned in the episode: 👥 Goal Digger Podcast Facebook Group ⚙️ Notion ⚙️ Asana 💻 Breakthrough for Bookkeepers & Accountants 📱 AnyList App 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 at Sabr Media: sabrmediallc.com…

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

1
The Conversations You’re Avoiding Are Costing You: How to Have Tough Talks with Your Team 36:53

לפני 21 weeks36:53

36:53

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 creating impactful outcomes, ensuring you nurture not only a productive team but also foster personal growth as a leader! In this episode you’ll hear: How to prepare for hard conversations with your team using a step-by-step framework Why hard conversations are essential for avoiding business bottlenecks and fostering growth What steps to take to evaluate the root cause before having a hard conversation How to use data and KPIs instead of emotions to guide tough discussions What performance improvement plans entail and when to let someone go Resources mentioned in this episode: 💻 Breakthrough for Bookkeepers & Accountants ⚙️ Notion 👉🏼 Sign up for The Removable CEO Workshop on February 25th @ 12pm EST! 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 at Sabr Media: sabrmediallc.com…

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

1
The Hard Truth About Leadership: What It Really Takes to Scale 47:42

לפני 22 weeks47:42

47:42

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 empowering company culture, and becoming truly removable, guiding listeners on their journey from overwhelmed business owner to confident leader! In this episode you’ll hear: What are the five key pillars of leadership to create a scalable and profitable firm How to identify and overcome challenges when hiring team members Why profitability is essential for gaining freedom in your business How to use clear expectations and track KPIs for effective team management What mindset shifts are necessary to transform from an overwhelmed business owner to a confident leader Resources mentioned in this episode: 🧡 Join our FREE POWER to Breakthrough Bootcamp (2/17 - 2/21) 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 at Sabr Media: sabrmediallc.com…

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

1
Why Your Story Matters: Using Brand Videos to Attract Dream Clients with Mariana Henninger 33:19

לפני 22 weeks33:19

33:19

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 create instant personal and emotional connection and increase conversions using a 2-3 minute Brand Video. Connect with Mariana Henninger: Follow her on Instagram: http://instagram.com/brandmagnetic Connect with her on LinkedIn: http://linkedin.com/in/marianahenninger Email her: hello@brandmagnetic.com Resources mentioned in this episode: 📄 The Ultimate Cheat Sheet for a Brand Story That Converts 📹 Watch Mariana’s brand video here 🏆 Heather Sager speaking coach These resources and connections from the episode offer great insights into emotional marketing and building trust in your brand. 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 at Sabr Media: sabrmediallc.com…

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

1
Lessons from Year-End: What Worked, What Didn’t, and What to Improve 33:49

לפני 23 weeks33:49

33:49

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 tools like Content Snare to automate client communication, ensuring a smoother and more efficient year-end experience in the future. In this episode you’ll hear: How to conduct a year-end debrief to identify what went right and wrong What steps to take to fix year-end bottlenecks and improve workflows for the future Why creating templates and specific softwares can streamline client requests When and how to set expectations with clients to ensure smoother year-end Resources mentioned in this episode: 👉🏼 Join our FREE POWER to Breakthrough Bootcamp (Feb 17th - Feb 21st) ⚙️ Content Snare 💻 Effortless Client Requests for Bookkeepers & Accountants 💻 Breakthrough for Bookkeepers & Accountants ⚙️ Notion ⚙️ Asana 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 at Sabr Media: sabrmediallc.com…

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

1
Creating Connections: The Must-Attend Event for Women in Accounting with Erin Pohan 36:08

לפני 27 weeks36:08

36:08

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 impactful industry events, and fostering long-term connections that challenge traditional norms! In this episode you’ll hear: What exciting live event is happening in Seattle, WA in May of 2025 How networking and community building can take your business to the next level Why this accounting event for women will reshape connections About our guest: As Founder of UpKeeping®, Erin is changing the boring stereotypes about accounting and helping business owners truly understand their business finances. Through a customized outsourced accounting subscription service, Erin and her team support entrepreneurs by being their #1 financial concierge/communicator. Erin holds an MS in Accounting from Liberty University and a BS in Accounting from the University of Maryland. When she’s not trying to make accounting more “fun”, Erin loves building community within the industry and convincing accounting students that owning an accounting/bookkeeping firm is the American dream. Connect with Erin Pohan: Email Erin Pohan: info@waveseattle.com Check out her event: https://cec4-erin.systeme.io/0cc9badd Resources mentioned in this episode: 🎟️ Sign up for the WAVE - Seattle event on May 22, 2025 📧 Have questions about the event? Send an email to info@waveseattle.com 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…

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

1
100th Episode Special: Ask Me Anything About Scaling a Bookkeeping Firm 54:55

לפני 28 weeks54:55

54:55

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 the nuances of capacity planning, proactive hiring processes, and innovative methods like project-based assessments, providing listeners with actionable insights to make informed decisions and foster a thriving work environment! In this episode you’ll hear: How to determine the right timing for hiring by using capacity planning What options exist for hiring, such as improving efficiency and implementing better systems Why maintaining a hiring pipeline and proactive onboarding are vital for team growth How to use a project-based assessment for hiring to evaluate problem-solving skills What pricing strategies can be set for bookkeeping services Resources mentioned in this episode: 🎙️ Listen to Episode 90: Pricing for Profitability: How to Make Sure Every Client is Worth It 🎙️ Listen to Episode 76: Pricing for Growth: Aligning Client Fees with Your Business Goals 🎙️ Listen to Episode 75: Unstoppable Mindset: Conquering Fear, Embracing Success, & Elevating Your Business 🎙️ Listen to Episode 35: What I Would Do Differently If I Had To Start All Over Again 🎙️ Listen to Episode 53: Building Your Dream Team: Hiring and Management Tips for Bookkeepers 🎙️ Listen to Episode 89: Exciting News: The New Direction of Workflow Queen – What’s Coming Next! 📚 Read to Blog: How to Build an Internal Training Program for New (and Existing) Team Members 🎙️ Listen to Episode 38: What To Do When Your Clients Don’t Get You Everything You Need 💻 Client Profitability Tracker 💻 Effortless Client Requests program ⚙️ Hubdoc ⚙️ Google Drive ⚙️ Content Snare ⚙️ Asana ⚙️ Loom 💻 Bookkeeper Launch 💻 Breakthrough for Bookkeepers & Accountants group coaching program 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:…

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

1
Simplify and Track Client Requests with Ease with Brooke Swan 20:46

לפני 29 weeks20:46

20:46

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 and Notion to streamline workflows, maintain clear communication with clients, and prepare for busy season. In this episode you’ll hear: How to keep track of missing information from clients with your team Why losing track of client requests can create more work and headaches What tools and systems you can use to manage missing client information How Content Snare helps provide clear visibility into requested and missing client info About our guest: Brooke Swan is the founder and CEO of Clarity Bookkeeping & Consulting. She started her firm in 2018 with the goal of helping business owners not only understand their finances, but enjoy a better work-life balance and helping them build the business of their dreams. Through their advisory services and creative strategic approaches, Clarity has helped hundreds of business owners reach their goals! Brooke operates her firm on a 4-day work week that values efficiency, collaboration, and positivity which also allows her team to enjoy a better work-life balance as well! Brooke has a burning desire to help others and has been coaching other bookkeeping business owners for years. She now exclusively coaches with Team Workflow Queen in their Breakthrough program. Connect with Brooke Swan: Check our her website: https://www.claritybkpg.com/ **** Follow her on Instagram: @brookeashleyy_ Resources mentioned in this episode: 💻 Effortless Client Requests for Bookkeepers & Accountants (Content Snare program) ⚙️ Notion ⚙️ Content Snare ⚙️ Asana 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…

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

1
How to Streamline Client Onboarding Using Automation with Brooke Swan 39:50

לפני 30 weeks39:50

39:50

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 efficiency, and reimagining workflows to transform both team dynamics and client experiences! In this episode you’ll hear: What distinguishes your onboarding from your cleanup processes How to visually map out processes for better clarity and workflow Why separating onboarding and cleanup enhances operational efficiency How tools like Asana and Content Snare streamline the onboarding experience About our guest: Brooke Swan is the founder and CEO of Clarity Bookkeeping & Consulting. She started her firm in 2018 with the goal of helping business owners not only understand their finances, but enjoy a better work-life balance and helping them build the business of their dreams. Through their advisory services and creative strategic approaches, Clarity has helped hundreds of business owners reach their goals! Brooke operates her firm on a 4-day work week that values efficiency, collaboration, and positivity which also allows her team to enjoy a better work-life balance as well! Brooke has a burning desire to help others and has been coaching other bookkeeping business owners for years. She now exclusively coaches with Team Workflow Queen in their Breakthrough program. Connect with Brooke Swan: Check our her website: https://www.claritybkpg.com/ **** Follow her on Instagram: @brookeashleyy_ Resources mentioned in this episode: 💻 Effortless Client Requests for Bookkeepers & Accountants 💻 Kickoff with Asana for Bookkeepers & Accountants ⚙️ Content Snare 📋 Large sticky notes for planning & processing mapping 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…

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

1
How to Creating a Stress-Free Holiday Closure for Bookkeepers & Accountants 30:01

לפני 30 weeks30:01

30:01

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, effective implementation of holiday pay policies, and using downtime for strategic planning and personal projects, ensuring a smooth and beneficial break for you, your team and clients. In this episode you’ll hear: What to do to prepare your firm for a smooth holiday closure How to handle team pay fairly during time off and holiday closure Why holiday downtime benefits you and your team What you can do during holiday closure to recharge and move the needle forward Resources mentioned in this episode: 💻 Breakthrough for Bookkeepers & Accountants 💻 Effortless Client Requests for Bookkeepers & Accountants ☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm 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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דומה לConquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

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Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen) « » Building a Seamless Onboarding System for Your Clients

פרקים

1. Introduction to Client Onboarding (00:00:00)

2. The Importance of Onboarding for Client Retention (00:01:50)

3. Jennifer's Success Story (00:02:23)

4. Steps to Create a Flawless Onboarding System (00:04:46)

5. Mapping Out Your Onboarding Process (00:06:25)

6. Standardizing and Delegating Tasks (00:13:14)

7. Using Automation Tools to Save Time (00:20:00)

8. Determining Your Onboarding Timeline (00:24:45)

9. Common Onboarding Challenges and Solutions (00:26:42)

10. Conclusion and Resources (00:29:44)

Building a Seamless Onboarding System for Your Clients

פרקים

1. Introduction to Client Onboarding (00:00:00)

2. The Importance of Onboarding for Client Retention (00:01:50)

3. Jennifer's Success Story (00:02:23)

4. Steps to Create a Flawless Onboarding System (00:04:46)

5. Mapping Out Your Onboarding Process (00:06:25)

6. Standardizing and Delegating Tasks (00:13:14)

7. Using Automation Tools to Save Time (00:20:00)

8. Determining Your Onboarding Timeline (00:24:45)

9. Common Onboarding Challenges and Solutions (00:26:42)

10. Conclusion and Resources (00:29:44)

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

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Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen) « »
Building a Seamless Onboarding System for Your Clients