Artwork

内容由Alyssa Lang提供。所有播客内容(包括剧集、图形和播客描述)均由 Alyssa Lang 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
Player FM -播客应用
使用Player FM应用程序离线!

Elevate Your Year-End Process: Tools, Tips, and Client Expectations

36:21
 
分享
 

Manage episode 454741016 series 3359646
内容由Alyssa Lang提供。所有播客内容(包括剧集、图形和播客描述)均由 Alyssa Lang 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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 Snare, and setting clear client expectations, ensuring a seamless and successful year-end process!

In this episode you’ll hear:

  • How to differentiate between year-end and month-end tasks for efficient workflows
  • Why clear client communication and setting expectations are vital for timely submissions
  • How to use tools like Asana, Content Snare, and Notion for streamlined year-end processes
  • When to start 1099 preparation to avoid end-of-year chaos and ensure timely compliance

Resources mentioned in this episode:

🎙️ Listen to Episode 40: Uplevel Your Year End Client Experience with Serena Shoup

🎙️ Listen to Episode 2: Adjusting Month End Close Due Dates to Better Manage Client Work with Brooke Swan

⚙️ Alyssa’s tech stack at Magnetic Profits

💻 Elevate by Ambitious Bookkeeper

📝 Brooke Swan’s 1099 Filing & Prep Process

💻 Effortless Client Requests for Bookkeepers & Accountants (Content Snare program)

💻 Breakthrough for Bookkeepers & Accountants

💻 Kickoff with Asana for Bookkeepers & Accountants

⚙️ Track1099 (1099 filing software)

⚙️ Content Snare

⚙️ Asana

⚙️ Canva

⚙️ Loom

⚙️ Notion

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:

🧡 Sign up our FREE The POWER to Breakthrough Bootcamp: www.workflowqueen.com/bootcamp

*Bootcamp dates: February 17th - February 21st

  continue reading

章节

1. Introduction (00:00:00)

2. Personal Year-End Challenges (00:02:34)

3. Importance of a Year-End Process (00:06:29)

4. Steps for a Smooth Year-End (00:10:43)

5. Creating a Year-End Tax Package (00:15:51)

6. Creating a Year-End Experience (00:16:15)

7. Streamlining 10-99 Preparation (00:21:07)

8. Efficient Tools and Systems for Year-End (00:24:48)

9. Handling Missing Client Information (00:28:07)

10. Key Takeaways and Resources (00:34:14)

108集单集

Artwork
icon分享
 
Manage episode 454741016 series 3359646
内容由Alyssa Lang提供。所有播客内容(包括剧集、图形和播客描述)均由 Alyssa Lang 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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 Snare, and setting clear client expectations, ensuring a seamless and successful year-end process!

In this episode you’ll hear:

  • How to differentiate between year-end and month-end tasks for efficient workflows
  • Why clear client communication and setting expectations are vital for timely submissions
  • How to use tools like Asana, Content Snare, and Notion for streamlined year-end processes
  • When to start 1099 preparation to avoid end-of-year chaos and ensure timely compliance

Resources mentioned in this episode:

🎙️ Listen to Episode 40: Uplevel Your Year End Client Experience with Serena Shoup

🎙️ Listen to Episode 2: Adjusting Month End Close Due Dates to Better Manage Client Work with Brooke Swan

⚙️ Alyssa’s tech stack at Magnetic Profits

💻 Elevate by Ambitious Bookkeeper

📝 Brooke Swan’s 1099 Filing & Prep Process

💻 Effortless Client Requests for Bookkeepers & Accountants (Content Snare program)

💻 Breakthrough for Bookkeepers & Accountants

💻 Kickoff with Asana for Bookkeepers & Accountants

⚙️ Track1099 (1099 filing software)

⚙️ Content Snare

⚙️ Asana

⚙️ Canva

⚙️ Loom

⚙️ Notion

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:

🧡 Sign up our FREE The POWER to Breakthrough Bootcamp: www.workflowqueen.com/bootcamp

*Bootcamp dates: February 17th - February 21st

  continue reading

章节

1. Introduction (00:00:00)

2. Personal Year-End Challenges (00:02:34)

3. Importance of a Year-End Process (00:06:29)

4. Steps for a Smooth Year-End (00:10:43)

5. Creating a Year-End Tax Package (00:15:51)

6. Creating a Year-End Experience (00:16:15)

7. Streamlining 10-99 Preparation (00:21:07)

8. Efficient Tools and Systems for Year-End (00:24:48)

9. Handling Missing Client Information (00:28:07)

10. Key Takeaways and Resources (00:34:14)

108集单集

所有剧集

×
 
Loading …

欢迎使用Player FM

Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。

 

快速参考指南

边探索边听这个节目
播放