Podcast
This podcast is the perfect place for bookkeepers & accountants who are ready to implement tech, systems and automation in your firm so you can scale bigger, higher better, and breakthrough to the next level.
Use the search bar below to filter through what you are looking for support in your bookkeeping & accounting business.
Episode 91: Attracting Your Dream Clients: Marketing Strategies That Actually Work
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 strategiesβlike niche webinars and success storiesβto stand out. Learn how to save time, boost client loyalty, and grow sustainably with a targeted referral network.
Episode 90: Pricing for Profitability: How to Make Sure Every Client is Worth It
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 businessβand lifestyleβyou want!
Episode 89: Exciting News: The New Direction of Workflow Queen β Whatβs Coming Next!
Ready to hear whatβs new at Workflow Queen? Weβre 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!
Episode 88: The Art of Pricing: Insights on Creating Value and Confidence in Your Pricing with Helena Donald
Unlock your financial potential by transforming your money mindset! Dive into early money programming, clear limiting beliefs, and discover how to shift from hourly rates to value-based pricing that feels good. Learn how leading with value can attract aligned clients and create ease in your business. Listen now to start building abundance and confidence in your pricing!
Episode 87: How and When to Fire Clients: Best Practices for Bookkeepers & Accountants
Wondering if it's time to fire a client? Learn how to let go of misaligned clients, handle the offboarding process, and create space for better, more aligned opportunities. Get tips on managing difficult clients and saying goodbye with ease!
Episode 86: Mastering Client Experiences: Unveiling Secrets to Winning Proposals and Satisfaction with Christy Bowie
Discover how to create an outstanding client experience for bookkeepers and accountants! From personalized proposals to matching clients with the right team members, Christy Bowie shares tips on boosting client satisfaction, streamlining workflows, and elevating your service with tools like ClickUp, Dubsado, and Asana.
Episode 85: Letting Go of Sales and Empowering Growth Through Communication with Scott Scarano
Alyssa Lang interviews Scott Scarano, Owner and Founder of Accounting High and Padgett Business Services, on the importance of communication and trust within a team, experiences with software systems, reflections on transitioning from sales roles to passion projects, and the challenges and successes of managing teams in introverted industries.
Episode 84: Adjusting Month End Close Due Dates to Better Manage Client Work with Brooke Swan
Most bookkeeping firm owners have an idea of when they need to have month-end close wrapped up for each client. And if youβre thinking you HAVE to have month-end complete by the 10th of the following month β youβre not alone! But this blog and podcast dares to challenge the industry standard without throwing everything out of balance. Shifting month-end close dates has been tried and tested by my real-life friend and bookkeeping expert, Brook Swan, and now sheβs sharing exactly how to use her method for yourself!
Episode 83: The Manifestation Shift: Unleashing Confidence and Abundance in Your Business with Alyssa Simpson
Unlock your business potential with a mindset transformation! Discover how shifting from scarcity to an abundance mindset and prioritizing inner work over strategy can lead to authentic growth and success. Dive into tips on manifestation for entrepreneurs and learn how aligning your actions with your true self can attract more clients and opportunities.
Episode 82: How to Become a Removable CEO & Build a Work-Optional Business
Learn how to become a Removable CEO and create a work-optional business by listening to our most recent podcast episode! Discover how to shift your mindset, optimize your offers, build effective systems, and hire the right team to scale your business effortlessly.
Episode 81: The Power of Niching Down: The Path to a Thriving Bookkeeping and Accounting Business with Sarah Bratcher
Discover how Sarah Bratcher, a real estate bookkeeping pro, transformed her business by niching down and overcoming imposter syndrome. Learn the benefits of choosing a niche in your bookkeeping business and get tips on scaling with confidence!
Episode 80: Step-by-Step Quality Control Process to Eliminate Errors in Your Work
Ever wonder how to make sure your bookkeeping team delivers top-notch work? In this episode, we dive into quality control for bookkeepers, breaking down the step-by-step process, the roles involved, and the essential tools like Notion, Asana, and Loom to keep everything running smoothly. Whether youβre just starting out or looking to improve your firmβs systems, this episode will help you elevate your bookkeeping firmβs game.
Episode 79: Spotting & Solving Your Businessβs Core Issues for Bookkeepers & Accountants
Feeling overwhelmed by the chaos in your bookkeeping business? In this blog post, I share my journey of refining world-class systems that helped me transform my business. Discover how to pinpoint your biggest challenges, avoid the mistakes I made, and focus on the one process that will truly move the needle. Plus, get a peek into my go-to tools and donβt miss out on our FREE Power to Breakthrough Bootcamp!
Episode 78: The Alyssa & Serena Show Part 2
Join us in Part 2 of The Alyssa + Serena Show, where we dive into the real talk about managing your bookkeeping firm. We chat about the difference between consulting and advisory services, hiring strategies, and the best tools like Content Snare, Loom, and Notion to streamline your SOPs. Plus, we share how to balance lifeβs seasons while keeping your business running smoothly. Tune in for some laughs and valuable takeaways!
Episode 77: The Alyssa & Serena Show Part 1
Feeling overwhelmed in your bookkeeping business? Join Alyssa and Serena as they share their journey from burnout to empowerment, with tips on business strategies, team delegation, and finding motivation after a break. Plus, donβt miss the free POWER to Breakthrough Bootcamp and Serenaβs must-watch training!
Episode 76: Pricing for Growth: Aligning Client Fees with Your Business Goals
Ever wonder if your bookkeeping prices reflect your true value? Join me as we dive into practical tips on optimizing your offers, aligning pricing with your goals, and growing your accounting business. Learn how to set rates that support your dream lifestyle and attract clients who truly appreciate your worth. Tune in now!
Episode 75: Unstoppable Mindset: Conquering Fear, Embracing Success, & Elevating Your Business
Struggling with mindset blocks while scaling your business? Discover practical tips and personal stories to shift your mindset, break through barriers, and align your business with your next-level self. Learn how to conquer fear and reframe your mindset for growth in your entrepreneurial journey.
Episode 74: Stress Relief Techniques & Mindful Movement for Business Owners with Nicole Staples
Feeling stressed as an entrepreneur? Discover stress relief techniques and mindful movement tips with yoga expert Nicole Staples. Learn practical self-care, breathing exercises, and team-building ideas to boost your well-being and productivity. Check out the podcast episode now!
Episode 73: Identifying Team Issues and Making Strategic Changes for Success
Struggling with team performance? Discover how to identify team issues, make strategic changes, and improve your hiring process. Learn about internal training programs, performance reviews, KPIs, and more in this recent episode!
Episode 72: How to Create an Aligned Business and Life with Ashley Strong Smith
Balancing business and personal life can be tough, but it's totally doable! Join us as Ashley Strong Smith shares her secrets to aligning your goals, prioritizing self-care, and living your truth. Discover practical steps to create harmony and success in both your personal and professional life.