Adjusting Month End Close Due Dates to Better Manage Client Work with Brooke Swan

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

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 identify month end deadlines and how to shift them for clients to create better project management for herself and her team.

In this episode you’ll hear:

• The original due date Brooke set for herself and her team to hand over financials
• The reality of managing month end close for a large amount of clients
• Due date options for sending clients final reports
• How to get passed unrealistic pressure we put on ourselves
• How to survey your clients to determine what day they want their reports
• How to get input from your team and make changes for the better

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. She has been featured on the I Love Bookkeeping Podcast, The Finance & Accounting Show podcast, and was a featured speaker at BKX 2022.

Resources mentioned in this episode:

💻 Breakthrough for Bookkeepers & Accountants

💻 Bookkeeper Launch program

🔗 CloudHQ

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

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

💸 Are you ready to take control of your firm’s profitability?
The Client Profitability Tracker helps you analyze margins, adjust rates, and streamline for more profit—all for $97! Stop guessing and start making data-driven decisions.

👉🏼 Grab your Client Profitability Tracker now: workflowqueen.com/profitcheck

章节

1. Introduction and Overview (00:00:00)

2. Meet Brooke Swan (00:02:42)

3. Brooke's Journey (00:04:02)

4. Scaling the Business (00:08:13)

5. Rethinking Month-End Close Dates (00:08:50)

6. Implementing Flexible Deadlines (00:12:36)

7. Balancing Client Needs and Team Efficiency (00:14:44)

8. Surveying Clients for Solutions (00:25:36)

9. Implementing New Due Dates (00:27:05)

10. Team Collaboration and Feedback (00:29:27)

11. Streamlining Processes (00:35:11)

12. Questioning Standard Practices (00:36:49)

13. Advice for New Business Owners (00:44:55)

14. Conclusion (00:46:29)