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 63: Streamlining Email Communication with Clients Using Missive with Philippe Lehoux
Ever wondered how to keep your client messages from turning into a nightmare? Tune into our latest podcast as we dive into Missiveβthe tool thatβs revolutionizing email management for accountants. Learn how it simplifies team collaborations and auto-responds like a pro. Don't miss out on mastering your inbox!
Episode 62: Birthday Special: Overcoming Challenges, Reflections on Business, Relationships, and Self-Discovery
It's my birthday and you're invited to the party for this special podcast episode! Join me as I dish on a wild year of ups, downs, and the unexpected lessons learned along the way. From trusting my gut, to tackling business partnership challenges, tune in to hear how I'm navigating the entrepreneurial rollercoaster.
Episode 61: Assess, Improve, Repeat: The Key Process for Post-Tax Season Reflection and Advancement
Post-tax season blues? Let's flip it to wins! Dive into our latest episode where we tackle making those business process tweaks fun. Uncover the steps to gather genuine feedback from both clients and your team, making sure every voice is heard and valued. Learn how to pinpoint exactly what needs your attention for improvement and change, streamlining your focus to where it counts. Whether youβre aiming to improve client satisfaction, team dynamics, or operational efficiency, this episode is packed with practical tips to guide you through!
Episode 60: Tips & Tricks to Elevating Your Social Media Presence with Sydney Chase
This episode is your cozy chat with Sydney Chase, revealing how to shed the social media stress, pick the perfect platform for your dream clients, and track the metrics that matter. It's like grabbing a latte with a friend who hands you the blueprint to social media success, tailored just for bookkeepers and accountants. From mastering consistency without the pressure to making every post a step towards your business goals, get ready to transform your online presence into a client-attracting magnet.
Episode 59: Creating a Scalable Bookkeeping Business Model: A Step-by-Step Guide
Unlock the secrets to scaling your bookkeeping business with our step-by-step guide. Dive into standardizing processes, building a dynamic team, and mastering growth strategies to elevate your firm. Perfect for bookkeepers ready to expand their horizons and streamline their operations for peak efficiency and growth. Tune in to transform your bookkeeping business model today!
Episode 58: Aligning Business with Authenticity: Energetic Strategies for Growth with Renee Dick
Ready to shake up your business strategy with a splash of authenticity and energy? Join us as we explore with Renee Dick how aligning your unique energy and authentic self with your business strategy can transform the way you work. Learn about the power of Human Design, Gene Keys, and crafting a team dynamic that thrives on understanding and alignment. This episode is packed with insights on merging your energetic strategy with practical business moves for a journey that's not just successful, but also deeply fulfilling.
Episode 57: Essential Hiring Tactics, Team Synergy, and Visionary Execution with Lori De Witt
Step into Lori De Witt's world where she's turned her bookkeeping biz into a powerhouse of growth and flexibility. This episode is like sitting down with Lori over coffee, chatting about how she crafted a vision that actually speaks to her team, whipped up an internal training program that's a total game-changer, and created a space where everyone's on the same page. From figuring out the real deal behind bottlenecks in your firm, to making sure your team feels seen and heard, Lori's story is all about making big moves in a way that feels totally doable.
Episode 56: Streamlining Business Operations: Breakthrough Success in Bookkeeping with Holly Skog
Are you planning a long leave from your firm? Dive into Holly Skog's inspiring journey in our latest podcast episode, where she shares her secrets to automating processes, setting up KPIs, and prepping for maternity leave, all thanks to Breakthrough's group coaching. Discover how focusing on your niche and implementing strategic systems can skyrocket your profit margins and give you the work-life balance you crave. Whether you're flying solo or managing a team, this episode is packed with actionable tips to transform your firm!
Episode 55: Get Support, Build Systems, and Breakthrough: Free Bootcamp for Bookkeepers and Accountants
Ready to break free from the day-to-day grind and scale your bookkeeping or accounting firm with confidence? Dive into our latest episode where we talk about the journey to transforming your business with the Power to Breakthrough Bootcamp. From mastering your mindset to optimizing offers and building a world-class team, we're sharing personal anecdotes and expert strategies to help you become the removable CEO of your thriving firm! Join us from March 4th to March 8th for a journey of growth, efficiency, and empowerment.
Episode 54: Maximizing Profitability in Bookkeeping: Techniques for Financial Success
Ever wondered how to boost your accounting firm's profitability without the guesswork? Learn the ins and outs of calculating client profitability, setting up strategic journal entries, and smart price adjustments to boost your bottom line. Plus, discover how efficiency can be your best friend in raising that profit margin! It's all about working smarter, not harder, to ensure your firm's financial success. Check it out now for actionable steps and insights!
Episode 53: Building Your Dream Team: Hiring and Management Tips for Bookkeepers
Struggling to find your dream team? Our latest blog is your go-to guide for mastering hiring, from using time tracking to spot future stars, to staying on top of HR compliance, and writing job descriptions that attract your biz soulmates. We've got step-by-step tips for nailing interviews and making those job offers count. Ideal for bookkeepers and accountants ready to scale up and get their hiring game on point.
Episode 52: Efficient Bookkeeping Workflow Automation: Key Tools and Strategies
Discover the power of workflow automation and how it can be a game-changer to your business operations. From mastering Zapier, to the art of process mapping, our latest blog guides you through simplifying complex tasks and boosting efficiency. Learn actionable steps to implement automation in your firm, ensuring smoother processes and more time for what truly matters. Perfect for anyone looking to streamline their workflow and elevate their business to new heights. Dive in now and transform your approach to automation!
Episode 51: Navigating Overwhelm and Avoiding Burnout in Your Bookkeeping Business
Discover essential strategies to tackle overwhelm and burnout in the bookkeeping and accounting industry. Dive into our blog post for valuable insights on managing stress, achieving work-life balance, and enhancing bookkeeper well-being. Learn how to navigate business pressures, make effective decisions, and embrace self-care in your professional journey. Gain actionable tips on outsourcing, setting boundaries, and personal growth in accounting, ensuring a healthier, more balanced approach to your career.
Episode 50: Unique Marketing Strategies for Bookkeepers & Accountants
Unlock the secrets to successful marketing in the bookkeeping and accounting industry with our comprehensive blog. Delve into specialized strategies that go beyond traditional approaches, targeting niche markets effectively. Learn how to align your marketing efforts with the unique journey of your clients, from startup to growth stages. This insightful guide offers practical steps to enhance client attraction, stand out in your field, and establish your firm as a leader in the accounting world.
Episode 49: Growing Efficient Systems: Lessons in Operations and Integration with Brooke Scott
Alyssa Lang interviews Brooke Scott, systems, operations and integration specialist who helps entrepreneurs in growth-mode by optimizing their operations, processes, systems, & workflows. They discuss the ins and outs of creating efficient systems, processes and setting up automations to make things in business run smoothly.
Episode 48: Which Program is Right for Me?
Do you ever feel like youβre doing everything from memory? Or like youβre an employee of your own firm? Because I did! And when I started creating solutions to my own problems, they turned into the most effective programs and resources for bookkeeping and accounting firm owners on the internet. In this episode, weβre exploring each of our 3 programs to help you decide where you should start on your journey to a more efficient, streamlined firm!
Episode 47: How to Save a Sh*t Ton of Money on Processing Fees Using Plooto
Iβve saved SO much time by putting my monthly bookkeeping clients on ACH payments. The problem is, using the typical payment processors eats into my profits, which is exactly why I switched from QBO payments to the incredible tool called Plooto! Now I can charge my clients automatically, they donβt have to worry about paying invoices, and my team doesnβt waste time chasing down payments. Iβve recommended Plooto for a long time, so tune in to find out all the details of why itβs the BEST and how to transition clients to Plooto for good!
Episode 46: Best of 2023: Alyssaβs Top Wins and Favorites in Business
In this solo episode, Alyssa Lang reviews everything that happened at both Workflow Queen and her firm, Magnetic Bookkeeping & Consulting in 2023. She reflects on her favorite things from the year and also all the major wins in her personal life and both businesses.
Episode 45: The Process of Transitioning Clients to a New Email: Strategies for a Smooth Changeover
If youβve hit the point in your business where you realize that youβd rather NOT have clients emailing your directly, this blog and podcast episode is for you. I get this question all the time because itβs a real bottleneck that so many firm owners face as they start to scale. Learn how to create a professional email, and direct all of your client communication to it for a much more seamless client experience!
Episode 44: Plan, Prepare, Succeed: Succession Planning and Building Business Systems with Julee Yokoyama
Have you thought about what happens to your business if something happens to you? I dove into this topic with Julee Yokoyama and learned SO much more about how systems can truly cover your assets when emergencies happen. Itβs not something you want to think about, but life can throw a wrench in your plans from time to time. Being prepared is the best way to protect yourself, and itβs probably easier than you think!