Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
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How Breakthrough Transformed a Bookkeeper into a Thriving Firm Owner with Megan Andersen
Manage episode 372144804 series 3439732
Alyssa Lang interviews Megan Andersen, Owner and Founder of Rogue Bookkeeping Inc., a successful Canadian bookkeeping firm that helps both Canadians and United States business owners with their bookkeeping. Megan shares how her business grew and the pain points she experienced along the way and she shares her experience taking our group coaching program, Breakthrough for Bookkeepers & Accountants.
In this episode you’ll hear:
- How she turned her pain points into areas of improvement
- Her experience taking our program Breakthrough for Bookkeepers & Accountants
- Where she was in her journey to where she is now
- How she was able to get Breakthrough 95% refunded to her through a grant offered in Canada
- Ways she involved her team in rolling out new tech taught in Breakthrough
- Her experience transitioning from hourly pricing to value pricing
About our guest:
Megan Andersen has always loved numbers and entrepreneurship but if you told 17 year old Megan that she'd eventually grow up to own her own bookkeeping firm she'd have said you're crazy because she hates sales. (Just wait till she tells about the time she was a salesperson for a newspaper company...) Rogue Bookkeeping is the dream Megan never knew she had until it happened. She has an amazing team of bookkeepers who she loves working with and the best clients a person could ask for. They work with a variety of clients in a variety of industries, from a mom selling cake toppers on Etsy to a vacation rental property management firm to a business that imports and sells industrial AC units across North America.
Connect with Megan Andersen:
Follow her on Instagram: instagram.com/roguebookkeeping
Check out here Facebook page: facebook.com/roguebookkeeping
Email her: hello@roguebookkeeping.ca
Check out her website: roguebookkeeping.ca
Resources mentioned in this episode:
👥 The WorkFlow Watering Hole Facebook Group
💻 Kickoff with Asana for Bookkeepers & Accountants
💻 Breakthrough for Bookkeepers & Accountants
💸 Canadas Community Futures Program
⚙️ Notion
☎️ Schedule a Consult Call with Alyssa Lang
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:
🎉 Cyber Monday Sale – 20% Off All Workflow Queen Programs
👉🏼 Click here: workflowqueen.com/courses
🛒 Use code: CYBER20 at checkout!
Hurry, the sale ends December 4th at midnight!
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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 (00:00:00)
2. Introducing Megan (00:03:15)
3. Customers in US and Canada (00:04:56)
4. How Megan got into Breakthrough (00:09:06)
5. Being Different and Unique Branding (00:11:25)
6. Megan's Experience with Breakthrough Being Universally Accessible (00:13:00)
7. Unique Aspects about Breakthrough (00:14:38)
8. Getting a Grant to Take Breakthrough (00:16:57)
9. Where was Megan on her Journey before Breakthrough (00:21:03)
10. Why Breakthrough is not for Newbies (00:23:22)
11. Megan after Breakthrough (00:27:11)
12. Why the Notion Templates are not Available Seperately (00:30:34)
13. Why Use a Project Management System and Notion instead of just Notion? (00:32:30)
14. Coaching Calls at Breakthrough (00:47:54)
15. The Facebook Group (00:50:21)
16. Closing Statements and Where to Connect with Megan (00:56:45)
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