Breakthrough Student Spotlight: Coaching, Learning & Executing with Erica Paynter

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

Alyssa Lang interviews Erica Paynter, the Founder of My Virtual Bookkeeper where her firm helps cleaning companies with their bookkeeping needs. In this episode, Alyssa and Erica discuss things from sales automation, payment plans, delegation and so much more.

In this episode you’ll hear:

• How to take your sales process from manual to automated
• How to roll out payment plans to clients and the logistics
• How to identify things to delegate to team members
• Identifying things to work on ON the business vs IN the business

About our guest:

Erica Paynter, the founder of My Virtual Bookkeeper—a game-changer for cleaning companies' bookkeeping needs. In just three years, Erica's company has grown exponentially, earning a reputation as a trusted partner in the cleaning industry. Recently, she took the leap, quitting her job to focus on her entrepreneurial passion full-time. Erica's strategic vision and dedication have fueled the company's scaling success.

Connect with Erica Paynter:

Follow her Facebook Biz page: facebook.com/myvirtualbookkeeper Follow her on Instagram: instagram.com/my.virtual.bookkeeper Friend her on Facebook: facebook.com/erica.paynter Schedule a call with her: calendly.com/myvbk/letschat

Send her an email: [e-mail]

Resources mentioned in this episode:

💻 Breakthrough for Bookkeepers & Accountants

💻 Kickoff with Asana for Bookkeepers & Accountants

💻 Bookkeeper Launch

⚙️ Anchor

⚙️ Dubsado

⚙️ GoProposal

⚙️ Notion

⚙️ ChatGPT

📝 Linsey Shae Consulting (use code WFQ10 for 10% off her templates and working with her)

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 Gillia

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章节

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

2. Introducing Erica (00:03:03)

3. Working in a Salon to Bookkeeper (00:04:25)

4. Going from Working on the Business to Working In the Business (00:10:32)

5. Team Structure (00:11:41)

6. Sales Process (00:13:39)

7. Payment Plans (00:20:37)

8. Identifying Bottlenecks in the Business (00:28:12)

9. The Difference Between Kickoff with Asana and Breakthrough (00:30:55)

10. Delegating Tasks (00:37:08)

11. A.I. Security Issues (00:40:26)

12. Benefits of the Breakthrough Community (00:44:16)

13. Erica Before Breakthrough (00:49:31)

14. The Value of Breakthrough as a Whole Program (00:52:17)

15. The Breakthrough Job Description A.I. Tool (00:55:31)

16. Where to Connect with Erica (01:02:10)