let’s talk education, workflows, Asana, and more!
Hi friends! I’m Alyssa Lang and I break down tech and automation for bookkeepers and accountants so they can create better workflows, systems and processes to run their practice with ease.
Where to Find a Community of Awesome Bookkeepers – The Breakthrough Retreat for Bookkeepers & Accountants
Are you a bookkeeper or accountant looking for REAL community and connection with other badasses in the industry? The Breakthrough Retreat for Bookkeepers & Accountants is perfect for those who want time to learn more about systems for their practice and start implementing right away. Join Team Workflow Queen on our next retreat, and build systems, friendships, and memories that will last.
If you are looking for the best books for business and professional development, you’ve found a helpful list! I LOVE learning about how to better myself as a leader and a business owner, but it can be hard to know which books are worth my valuable time. Read this blog for ideas and recommendations of the best books I’ve read to level up my professional life.
Read this list of the best podcasts for bookkeepers and accountants! They are full of real stories, tips, and hacks for how to run a successful practice! Since systems are my jam, I am more than happy to talk about them for hours on end. If your jam is listening to me talk about systems, check out some of the places I’ve been featured!
If you are trying to choose the best tech tools and resources for efficiently running your bookkeeping or accounting practice, it can be overwhelming! There is no tech tool out there that can do it all, so it’s important to choose tech tools that you enjoy using AND that work well together! In this blog, I’m sharing my must-have tech tools and resources for running a bookkeeping practice.
If you are a self-employed bookkeeper or accountant, it can be hard to identify mindset shifts that will benefit your practice. When you are used to wearing all the hats, it’s common to feel like you’re stretched too thin and begin to doubt your skills or abilities as a practice owner. I’m on a mission to squash any doubts you may have with a few simple mindset shifts!
Building a virtual team to support your bookkeeping or accounting practice can be challenging AND rewarding! While remote work has its benefits, sometimes the element of human connection gets lost. In this blog, I’m sharing how to motivate, reward, and bond with your virtual team so everyone is pumped to come to work each day!
The 5 Crucial Steps to Building a Six-Figure Bookkeeping Practice: The Bookkeeper Breakthrough Approach
Are you at a point in your bookkeeping practice where you feel like there’s no more room for growth? Do you feel like you WANT to scale and hire a team but you don’t even know where to start? The Bookkeeper Breakthrough Approach outlines five crucial steps for bookkeepers and accountants who are ready to take their practice to the next level!
How do you make decisions in your bookkeeping and accounting practice? Using a project management system is essential for executing tasks, but when you or your team run into tasks with a variable, the only way to effectively come to a conclusion is by using decision trees. In this blog, I share all about how I use a tool called Miro for creating decision trees in my practice!
Workflow Queen has TONS of resources, courses, and tools specifically designed for the bookkeeping and accounting industry. Here’s how to take full advantage of everything Workflow Queen has to offer in order to scale your practice to the next level! Workflow Queen has online courses, free resources, and group coaching!
When was the last time you took time off from your practice? If you own your own bookkeeping or accounting practice, it is hard to take time off without sacrificing your work. Efficient workflows and systems are crucial to preparing your team for successfully handling your absence.
Do you lack confidence as a leader? When you start your own bookkeeping or accounting practice, it is easy to feel like you have to wear all the hats and have all the answers. I quickly learned that this mindset limited my ability to scale and sacrificed my mental health which did more harm than good.
Are you confident in hiring team members for your bookkeeping or accounting practice? Hiring team members can be intimidating and time consuming, but implementing workflows and systems before you hire will change the game! Hiring team members has never been simpler!
Do you LOVE owning your bookkeeping practice, but feel like you can never take time away? Systems are absolutely essential to running your practice. Systems will save you time in the long run and allow you the freedom to take a step back when needed. It’s time to run your bookkeeping practice without it running you!
What do you do when your bookkeeping or accounting clients ask you to do something out of your scope of service? If you don’t set boundaries, you can’t expect clients to comply. Learn how to set boundaries, stick to your boundaries and stand up for yourself!
Are you the kind of bookkeeper who prioritizes investing in yourself? While there are so many free resources at our fingertips, which ones really expedite your success so you can stop reinventing the wheel? This blog is all about the power of investing in yourself, and how it will actually save you in the long run.
How do you handle month end close in your bookkeeping practice? Most bookkeepers dread month end close because it is super stressful. Read this blog to discover how I streamlined month end close in my firm by eliminating bottlenecks that kept me from success.
Do you struggle to find clients for your bookkeeping practice? Or perhaps your sales funnels aren’t performing anymore and you need a new channel. Growing your bookkeeping practice IS possible by partnering with CPAs and building valuable relationships.
Aside from executing the actual bookkeeping and accounting work in your practice, the other crucial piece of the puzzle is your workflows. You may be wondering, “What is a workflow?” and “How do I create a workflow?”. In this blog I will tell you exactly how to use a workflow in your bookkeeping practice and optimize your workflow to its maximum potential.
Hey bookkeepers and accountants, have you ever thought about sending gifts to your clients? I love sending my bookkeeping clients gifts, and they love it too! Thinking of creative client gift ideas can be tough, but in this blog we explore what kinds of thoughtful gifts you can send to clients.
Have you ever wondered why you need a website for your bookkeeping or accounting practice? You need a high-converting, aesthetically pleasing, and functional website to showcase your expertise as a bookkeeper. In this blog, I break down why your bookkeeping practice needs a website.
Implementing Slack into your bookkeeping and accounting practice can clear your communication right up with organized messaging for teams. Slack is quickly becoming one of the more popular tools for large and small firms that want to prioritize their team and client communication, and we are all for it. Let’s dive in!
Recording processes for your bookkeeping practice is a MUST. Not only does your Asana help you and your team record processes but using a tool like Loom can help you work faster. In this blog, I break down exactly how we use Loom in our bookkeeping practice.
So you’ve decided to become a freelance accountant or bookkeeper – now you need a high-converting, aesthetically pleasing, and functional website. You can create the perfect website BY YOURSELF in less than a week! Let’s chat about creating a website for bookkeepers and how Website that Wows helped me do the same.
There are 3 common client management mistakes that I OFTEN see bookkeepers and accountants make when managing their practice! In this blog, we will be going over what those 3 common client management mistakes are and how to fix them using a (free!) client management software called Asana!
Running a successful bookkeeping and accounting practice requires more than just passion to start. You need resources, programs and tools to help you get to where you want to go. In this blog, I share my favorite resources, tech tools, programs and books that helped me run my bookkeeping practice.
Adding collaborators to your tasks in Asana can be a game changer. When you add certain people as collaborators in Asana, they’ll be notified of status updates, changes in due dates and more. This is a great way to add your clients to Asana so you can keep them up-to-date on your firm.
How can we grow our practice more effectively? Sometimes the answer isn’t always the one you want and I’m here to tell you that sometimes you have to be uncomfortable in order to grow your practice. You have to take risks, do things you’ve never done and really grow your practice!
Clockify is not the only time-tracking tool out there that integrates with Asana. Clockify quickly became my favorite and is super easy to integrate and use for all team members in my Asana. If you’re not familiar, Clockify makes it easy to track time as you complete a task.
Tired of trying to plan social media content and never actually keeping it organized to promote your bookkeeping or accounting practice? Don’t worry, I make it easy for you to plan social media content in Asana, easily. I give you a breakdown of how this is done in Asana to keep you hitting your posting goals.
Ever wonder how to set clear goals for your bookkeeping practice and how to add them into Asana. In this blog, I break down how we set goals for our bookkeeping practice and how to add them to your Asana. This is the best way to keep track of your goals for your bookkeeping practice!