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Conquering Workflows & Systems with Alyssa Lang, aka the Workflow Queen, is a show dedicated to bookkeepers and accountants who want to use tech, automation, workflows and systems into their firm so they can scale. We will help guide you on the best tools, softwares and systems that bookkeepers and accountants can use to help you run your firm on autopilot. Our goal is to help you to scale bigger, hirer better and breakthrough to the next level! Conquering Workflows & Systems with the Workfl ...
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show series
 
Alyssa Lang interviews Carly Clark Zimmer, the Director of Leadership Development for When You Lead, Coaching & Consulting. They talk through the importance of utilizing the Kolbe Assessment as a way to strengthen your team, understand yourself better and maximize all individuals on your team. In this episode you’ll hear: What the Kolbe Assessment …
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In this solo episode, Alyssa Lang covers all things being grateful for business, for her community and students and so much more. She reminds us to take a step back and appreciate how far you’ve come, even if you feel like you haven’t made the progress you wanted to. In this episode you’ll hear: How to remind yourself of your accomplishments How to…
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Alyssa Lang interviews Serena Shoup, a full time educator and CPA who’s the owner and founder of both Ambitious Bookkeeper and Of Course Bookkeeping. Serena Shoup shares how she uplevels her year end client experience, she shares her year end process and tips and tricks to getting year end done smoothly. About our guest: Serena Shoup is a corporate…
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Alyssa Lang interviews Blake Morlet, who joined Invicta Financial in 2018 after almost a decade of business management experience in the Planned Development sector. In today’s episode, Alyssa and Blake talk through having a financial professional to support you in making financial decisions to invest in your future. In this episode you’ll hear: Wha…
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In this solo episode, Alyssa Lang covers common issues bookkeepers and accountants face when clients don’t get us documentation and information in a timely manner. She’ll be breaking down some tips and tricks on what to do if that’s the case. In this episode you’ll hear: What to do when clients don’t get you the information you need to complete the…
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Alyssa Lang interviews Kate Marchbank, the Owner and Founder of Blix Bookkeeping where she supports creatives in managing their books. In this episode Alyssa changes things up a bit and having Kate interview her on the dying questions she has to help Kate move her business forward. In this episode you’ll hear: What forms of communication to use whe…
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Alyssa Lang interviews Stacey Brown Randall, the Owner and Founder of Building a Referable Business. In this episode Stacey Brown Randall shares her methodologies on how she teaches her clients to create relationships that turn into referral partnerships, without feeling icky. In this episode you’ll hear: How to create a systems of referrals to hel…
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In this solo episode, Alyssa Lang covers the things she would have done differently if she were to start her bookkeeping firm all over again. She discusses he 5 core tips and in what order to implement them into a bookkeeping firm and so much more. In this episode you’ll hear: What project management system I would have implemented from the beginni…
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Alyssa Lang interviews Alisha Thomas, owner and founder of Wait. What. Consulting a bookkeeping and consulting firm dedicated to helping creatives. In this episode, they cover what it takes to stand out in the industry, ways to align your content and resources with who you want to attract and so much more. In this episode you’ll hear: What it takes…
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In this solo episode, Alyssa Lang covers all things quality control. She shares why you should have quality control in place if you have a team (or plan to), the exact step-by-step process and everything you need to know to implement it. In this episode you’ll hear: What quality control is and why this process is one of the most important processes…
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Alyssa Lang interviews Mark Corum, Developer of RightTool which is a QuickBooks Online extension that allows for ease of use, functionality, efficiency and so much more. We talk about all things RightTool and how it can really transform the way you get the work done for clients. In this episode you’ll hear: How RightTool creates less frustration in…
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In this solo episode, Alyssa Lang provides an update of what’s going on at Workflow Queen and her firm, Magnetic Bookkeeping & Consulting. She shares the marketing initiatives her firm is taking to stand out and be unique in the industry. She also provides golden nuggets on ways you can be different as well. In this episode you’ll hear: Update on w…
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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 …
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Alyssa Lang interviews Lekesha Hill, Founder and Owner of Hill Bookkeeping where they tailer their services to clients unique needs and work collaboratively with them to ensure they achieve their financial business goals. Alyssa and Lekesha cover a wide variety of things from In this episode you’ll hear: Tips and tricks to become more efficient in …
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Alyssa Lang interviews Ashly Lindberg, the Founder and CEO of Precision Advising and Consulting. She focuses on helping service-based small businesses and family farms understand their finances and how to be current and accurate so they can make sound business and financial decisions. In this episode they discuss making connections, building intern…
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Alyssa Lang interviews Samantha Palisoul, Owner and HBIC (Head Bookkeeper In Charge) at Little Town Bookkeeping where she helps growth minded coaches and service providers break through their income plateau, without putting off their desires, by aligning their BIG vision with their bookkeeping. Alyssa and Samantha discuss mindset issues around hiri…
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Alyssa Lang interviews James Rose, the co-founder of Content Snare who’s on a mission to help others gather information and documents easily from clients. We talk today about automation, Zapier, efficiency tools and tactics, and so much more. They’re on a mission to help you identify areas to be more productive and that’s what this episode is all a…
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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 pr…
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Alyssa Lang interviews Deanna Zubrickas, a rep from Relay Financial Bank, about their incredible banking platform and how it can help to streamline your client experience as a bookkeeper or accountant. In this episode Alyssa and Deanna dive into the newest features that Relay has released including Profit First auto transfer rules, 1% - 3% interest…
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In this solo episode, Alyssa Lang is sharing how she’s currently recording this podcast episode in Tulum, Mexico and she felt it was a great chance to share how she prepares and executes for long term vacations. She dives into why you should take an unplugged vacation, the dos and don’ts and what her process looks like to prepare and execute. In th…
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In this solo episode, Alyssa Lang covers everything you need to know about time tracking, the importance of what data it can produce for you, how to time track with detail and maximizing your efficiency and productivity. In this episode you’ll hear: Importance of time tracking and how it can produce vital data What information time tracking provide…
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In this solo episode, Alyssa Lang covers her Breakthrough Bookkeeper Approach method that covers a powerful mindset, optimizing offers, world class systems, empowered company culture and removable CEO. She dives into what it means to excel in each area and how it can impact the growth of your firm. In this episode you’ll hear: What the Breakthrough…
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Alyssa Lang interviews Kiley Brinson, the Founder of Kiley Shai Photography who is a personal branding photographer and coach, on how to elevate your business’ branding by leveraging a brand photoshoot. Alyssa and Kiley deep dive into the process of a brand photoshoot, Alyssa shares her experience working with Kiley and Kiley breaks down what to ex…
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In this solo episode, Alyssa Lang covers how our programs and resources came to life, the journey of serving others in the industry and ways to work with our team here at Workflow Queen. In this episode you’ll hear: How our programs and resources at Workflow Queen came to life Where Alyssa is currently at in her journey with her firm, Magnetic Book…
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Alyssa Lang interviews Aleece McKnight, the founder and owner of The Law Office of Aleece McKnight and also a wicked smart attorney. Alyssa has been working with Aleece McKnight for almost three years now and leans on her to provide her legal advice and everything in between. Aleece has a lot of golden nuggets to share on this interview. In this ep…
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