Ever wondered what your bookkeeping firm is worth? I recently had my firm valuated with Worth Advisory and learned so much, even though I didn’t sell. In this episode, I’m breaking down what the valuation process looks like, why it matters even if you’re not selling, and the key factors that make a firm truly valuable. Whether you’re scaling, selling, or just trying to work less, this is everything you need to know.

Feeling overwhelmed in your business? The secret to scaling without burnout is learning to set better boundaries. In this episode, I’m sharing how good leaders use boundaries to protect their time, energy, and space—while empowering their team and keeping clients happy. Learn practical strategies for setting boundaries with your team, clients, and even yourself so you can finally step into true leadership and stop being the bottleneck in your business. Ready to run your firm like a CEO?

Feeling overwhelmed with scattered client details, endless Google Docs, and messy workflows? I’ve been there. In this episode, I’m sharing exactly how Notion transformed my accounting business, helping me streamline SOPs, client management, and team collaboration all in one place. Plus, we’ll break down the difference between Notion vs. Asana, how to avoid the overwhelm of setting it up, and why it’s the ultimate tool for scaling your firm. Ready to ditch the chaos?

Struggling with hard conversations in your business? Learn how to handle difficult discussions with confidence using data, KPIs, and clear expectations. Discover when to implement a Performance Improvement Plan (PIP) and when it's time to let someone go. Elevate your leadership skills and scale your firm with this new episode.

Struggling to scale your firm without burning out? Discover the five key pillars of leadership that will help you step into your role as a confident leader, hire the right team, and create a profitable, scalable firm—so you can finally gain the freedom you deserve.

Let’s be real…networking every week is exhausting. Want a way to attract dream clients without the constant hustle? A brand video is your forever asset, building trust and making you unforgettable. In this post, we’re breaking down emotional marketing, brand storytelling, and how to stand out in a crowded industry. Ready to make your brand magnetic? Check out this episode.

Struggling with year-end bookkeeping chaos? Learn how to conduct a year-end debrief, fix bottlenecks, streamline client requests with automation, and set clear expectations for a smoother tax season. Get actionable strategies to improve your accounting workflows today!

Discover Wave 2025, the ultimate event for women in accounting and finance, happening on May 22, 2025, in Seattle, WA. Build authentic connections, learn from inspiring speakers, and reshape your business with actionable insights. Join this must-attend networking event designed to elevate your accounting career!

Struggling to grow your bookkeeping firm? Learn when to hire, how to price your services for profit, and the best tools to streamline your workflow. Packed with real-world tips and relatable advice to help you scale confidently!

Struggling to track missing client information and manage requests efficiently? Discover how tools like Content Snare, Notion, and Asana can streamline your client onboarding and request tracking. Learn simple steps to automate workflows, reduce stress, and save time with expert tips from our podcast series. Make client management effortless today!

Ready to ditch the onboarding chaos? Learn how to streamline your client onboarding process with simple tools like Asana and Content Snare, tips for separating onboarding from cleanup, and easy-to-follow process mapping ideas. Let’s make client onboarding stress-free and totally manageable!

Planning a holiday closure for your bookkeeping or accounting firm? Learn how to prepare your team, inform clients, handle team pay fairly, and make the most of holiday downtime to recharge and set your firm up for a strong new year. Stress-free tips inside!

Tired of endless email chains with clients? Discover how bookkeepers Alyssa Lang and Brooke Swan streamlined client communication, automated requests, and saved time with tools like Content Snare. Learn how to set clear deadlines, reduce stress, and take back your mental bandwidth. This blog is packed with practical tips to transform your workflows!

Year-end bookkeeping stressing you out? Discover how to streamline your workflows, prep 1099s like a pro, and wow clients with tax packages using tools like Asana, Content Snare, and Notion. Learn practical tips to set clear client expectations and create a smooth, stress-free year-end process that saves time and boosts efficiency

Feeling overwhelmed by endless client follow-ups and disorganized requests? Discover how to streamline your client request process with tools like Content Snare, Asana, and Zapier. Learn why manual methods are holding you back and how automation can save you time, reduce stress, and impress your clients. Ready to transform your workflow?

Learn how to map out a stress-free onboarding journey, leverage automation tools like Asana and Dubsado, and set timelines that separate onboarding from sales or cleanup. Simplify your processes and set your firm up for long-term success with streamlined systems!

Is your bookkeeping or accounting firm losing money to hidden profit leaks? Learn how to tackle undercharging, inefficiencies, and high-maintenance clients with actionable strategies. Discover tools like the Client Profitability Tracker to set profit margin goals, streamline workflows, and take back control of your profits!

Attracting dream clients for your bookkeeping or accounting firm starts with defining who truly aligns with your values and goals. This post explores creating an ideal client profile, building a value-based marketing message that resonates, and applying unique strategies—like niche webinars and success stories—to stand out. Learn how to save time, boost client loyalty, and grow sustainably with a targeted referral network.

Feeling like you're working nonstop but still not hitting your profit goals? We go over the biggest pricing mistakes holding your bookkeeping or accounting firm back, how to calculate what each client really costs you, and why switching to value-based pricing could finally bring in the income you deserve. Get the tools and confidence to raise rates and set profit margins that truly support the business—and lifestyle—you want!

Ready to hear what’s new at Workflow Queen? We’re talking fresh micro offers, realigning your business vision, and setting up simple systems to scale without the burnout. Get the scoop on our revamp at Workflow Queen and what this shift means for bookkeepers and accountants looking to level up!