If you’re wondering how to know when to ditch your personal email and switch to a business email address, our answer might surprise you! We love using Google Workspace and Gmail here at Workflow Queen, so in this blog, we’re sharing exactly how to create a business email address. Plus, you’ll learn how to transfer your Google Drive and help your clients get used to using a new contact email once you make the switch. A business email is a game-changer for your firm and your team, let us tell you why!

As a bookkeeping or accounting firm owner, it may seem impossible to take an unplugged vacation (or any time off for that matter). Luckily, there’s a way to take time off WITHOUT guilt or stress! It all comes down to your systems and processes. But if you don’t take the time to set them up - you might never be able to fully unplug from your firm.

So you’ve decided to hire a new team member for your firm — YAY! In this blog, we’re sharing exactly what you need to put in place as soon as you start looking for the perfect candidate. A recruitment funnel will change the way you approach your hiring process, and keep you organized so you can be super efficient along the way. It’s the easiest way to find and welcome in your brand new team member!

We’d love to believe that our employees will stick with us through thick and thin! But sometimes life happens, and we have to say goodbye to a team member. Instead of scrambling to pick up the slack when this eventually does happen, you can be prepared and have a plan in place! This blog is all about learning how to set yourself up for success and never feeling lost when it comes to a shift in your team.

When’s the last time you straight up asked your clients how they feel about working with you? It’s so easy to overlook, but it’s one of the MOST important parts of being a service provider. Sending out a client feedback survey will give you helpful data, ideas, and testimonials — completely on autopilot. The only thing you have to do it set it up and analyze the results!

There’s a LOT of project management systems out there. Some are specifically designed for bookkeepers and accountants to handle client work, but which one’s the BEST for running your business as a whole? In this blog, we’re sharing the must-have components of a great project management system, and our top picks to make you super efficient in your bookkeeping firm!

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!

Wanna know what your tech stack might look like if you were running a highly systemized and efficient bookkeeping and consulting firm? Because this blog is spelling out the tech we recommend most for firm owners who have their core systems in place and are ready to take their efficiency to the next level. Choosing which tech to use for every aspect of your business can be a little overwhelming, but this guide we created can help save you from analysis paralysis!

When your first starting your bookkeeping or accounting firm, it’s easy to feel overwhelmed with where to focus your energy. If you struggle with this too, you’re not alone! We’re sharing the 5 systems we highly recommend you put in place ASAP, plus the tech stack we use to support each of these systems. Once you’ve got these 5 in place, you’ll save SO much time and energy that you’ll be able to start building out even more helpful systems!

Running a bookkeeping or accounting firm isn’t all sunshine and rainbows. So when you’re feeling more burnout than joy in your business, just know that it’s normal AND survive-able. In this blog, we’ll share my real life experience with burnout, how to overcome it, and an easy way to set yourself up to step away when you need to.

We’re all about creating efficient, repeatable systems for every aspect of your bookkeeping firm (and your business as a whole). This includes your sales process — aka the exact steps you take to take a lead and turn them into a client! In this blog, we’re sharing our sales process AND exactly how you can create one for yourself. And of course, you’ll learn how to document the process so you’re not stuck doing all the things!

Legally protecting yourself as a firm owner probably isn’t one of the most exciting parts of working for yourself - but it’s one of the most important! We know how hard it can be to find trustworthy contract templates for bookkeeping, tax, and accounting services. That’s why we reached out to a lawyer to have her create contracts specifically for the accounting industry (and they’re really, really good). Read this blog to learn more about how to protect your firm from legal drama and get solid contracts in place!

So you’ve added a team member or two to your firm - YAY! Now you need to let your clients know that you’re not the only one who can support them, and what to expect next. This blog shows you how to set new boundaries with your existing clients and team members so you can finally remove a few tasks from your plate. Here’s the three things you need to do once you start building your team!

So you want to grow your bookkeeping or accounting firm, but you feel like your skills are maxed out? No worries, because this blog features amazing wisdom from our friend Serena Shoup, CPA! She’s sharing tons of incredible knowledge on how to start offering virtual CFO services and take on an advisory role with your clients.

When time is limited, you’ve gotta get creative with how you spend it - especially if your to-do list is always a mile long! We’ve learned that creating time blocks in our schedules dramatically increases our productivity AND helps us protect our energy! This blog is about creating your ideal schedule by implementing a repeatable weekly routine by time blocking. We know how valuable time is, so why not use it strategically?

Want your bookkeeping or accounting firm to run like a well-oiled machine? That dream probably isn’t as far off as you think! Because when you create systems around the major operations of your business as a whole, it’ll run more efficiently. Plus, managing projects with a system helps you AND your team save valuable time and energy. You just have to put in the work to create them first!

Building a team to support you and your bookkeeping firm is a BLAST and essential for scaling to new heights. But it also comes with a lot of rules and regulations, so it’s worth investing in support to help you get it all right! We decided to hire an HR consultant to fill in the gaps for us as we grew out team, and we couldn’t be happier with the results!

When you’re running a firm, there’s a few places where it’s super valuable to spend money - and other areas where it’s better to save. For us, fees on ACH bank transactions were adding up, and we wanted to explore ways to cut back on those costs. Enter - Plooto! A payment software that has an incredible pricing structure and easy-to-use platform!

There’s soooo many podcasts out there - it can be hard to know where to start! If you’re looking for the best bookkeeping podcast episodes that offer real, actionable tips from someone who’s been where you are, this blog’s for you! I’ve created a list of the best podcast episodes for firm owners who want to streamline with tech and systems, without all the guess work, starring Alyssa Lang with Workflow Queen. Give ‘em a listen!

If you’re trying to build a team, but you’re trying to scale your firm, and you aren’t even sure where to start... you’re not alone! Running your very own bookkeeping firm can be scary and amazing all at the same time. And we all face self-doubt or mindset blocks from time to time. Don’t let that stop you from achieving your dreams! This blog is all about shifting your mindset from limiting beliefs to unlocking your full potential so you can take your bookkeeping business to the next level.