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Conquering Workflows & Systems for Bookkeepers & Accountants podcast with Alyssa Lang, founder of Workflow Queen and Magnetic Profits and Diana Lunzer, a productivity and systems expert and certified Notion consultant. Episode topic: The Power of Notion in Organizing and Scaling Your Accounting Business with Diana Lunzer

Alyssa Lang interviews Diana Lunzer, a productivity and systems expert and certified Notion consultant, on the transformative power of Notion for bookkeepers, accountants, and business owners seeking streamlined operations. Alyssa and Diana explore how Notion can enhance workflow efficiency, reduce overwhelm, and serve as a centralized hub of information, along with practical tips for making the most of this versatile tool.

In this episode you’ll hear:

Why Notion is a powerful tool for productivity and systems in businesses and personal life
What the key differences are between Notion and other project management tools like Asana
How Notion can be customized to meet unique business needs and improve workflows

Resources mentioned in this episode:

👥 Goal Digger Podcast Facebook Group

⚙️ Notion

⚙️ Asana

💻 Breakthrough for Bookkeepers & Accountants

📱 AnyList App

Listen to the Full Episode here 👇🏼

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Why Notion is a Game-Changer for Accounting Professionals

If you’ve ever felt overwhelmed by scattered documents, missed deadlines, and disorganized processes in your accounting business, you’re not alone my friend. I’ve been there too…juggling client details, workflow management, and team collaboration, all while trying to scale my business. It was exhausting.

That’s where Notion changed everything for me!

In this episode, I sit down with Diana Lunzer, a productivity and systems expert and certified Notion consultant, to discuss how Notion can transform the way accounting professionals operate. Funny enough, Diana and I first connected through the Goal Digger Podcast Facebook Group, which just proves how valuable online communities can be for business growth.

How Notion Became a Must-Have Tool in My Business

Diana’s journey into Notion started when she was working with a biotech startup. They needed an intuitive yet powerful system to manage operations, and Notion became the perfect fit. She quickly realized that Notion wasn’t just another project management tool, it was a customizable operating system for businesses.

I had a similar experience. I was introduced to Notion in 2021, and I’ll be honest…I was overwhelmed at first. It looked powerful, but I had no clue where to start. I remember sitting on a call with my coach and thinking, ‘This looks amazing, but is it too complicated?’ But once I took the time to figure it out, I realized how transformative it was. Notion became my business’s second brain.

Common Resistance to Using Notion (And How to Overcome It)

I totally get why some people hesitate to use Notion. One of the biggest challenges accountants face is starting from a blank slate. Unlike Asana or ClickUp, which provide predefined structures, Notion lets you build your own system, which can be both powerful and overwhelming.

But here’s the thing: You don’t have to start from scratch.

I actually tested Notion on my best friend before I ever taught it to my students. I walked her through it, and her immediate reaction was, ‘Nope, hate it!’ That was not exactly the confidence boost I needed. But I refined my approach, simplified how I explained it, and now? She’s a Notion superfan.

Inside Breakthrough for Bookkeepers & Accountants, I provide an entire Notion setup tailored for our industry, helping professionals bypass the steep learning curve.

Why Notion is Perfect for Accounting Firms

Unlike traditional project management tools, Notion provides a centralized hub where accountants can store:

✅ Standard Operating Procedures (SOPs)

✅ Client profiles and nuances

✅ Content calendars and marketing strategies

✅ Internal team collaboration and training materials

✅ Recurring checklists and templates for consistency

Notion allows me to track every client’s unique needs, making it easier for my team to access important details without me constantly checking in. It’s the best feeling to know my business runs smoothly, even when I step away.

How to Use Notion Without Feeling Overwhelmed

Here’s how I recommend getting started with Notion in your accounting business:

Start with a Template – Whether you grab a free template or join Breakthrough for Bookkeepers & Accountants, starting with a structure saves time.
Centralize Your Information – Move SOPs, client data, and workflows into Notion so everything is in one place.
Link Your Workflows – One of Notion’s biggest strengths is its ability to connect related information so you can find what you need in seconds.
Use Notion’s Search and Tags – Unlike Google Docs, where you can only search file names, Notion lets you search within pages, making it easy to locate specific information.
Train Your Team – Make sure everyone knows how to use Notion effectively so they can navigate it without confusion.

For meal planning, grocery lists, and keeping track of household tasks, I also love using the AnyList App, it’s soooo helpful for organizing both personal and business productivity.

Notion vs. Asana: Do You Need Both?

One of the most common questions I get is: Why do you use both Asana and Notion?

My answer: Asana tells us what to do, and Notion tells us how to do it.

For accountants and bookkeepers, using both tools together creates a seamless system where tasks are assigned in Asana, but the step-by-step instructions and resources live in Notion.

How to Work with a Notion Expert

If setting up Notion feels overwhelming, working with an expert like Diana can be a game-changer.

Here’s how the process works:

📝 Discovery Call – Identify pain points and structure an operating system tailored to your business.

🛠 Custom Build-Out – A Notion expert will design a workspace that meets your needs.

📂 Migration & Optimization – Transfer existing data from Google Docs, Asana, or other tools into Notion.

📢 Training & Support – Makes sure you and your team know how to use Notion efficiently.

Notion is My Business’s Second Brain

If you’re tired of juggling multiple tools and want a single source of truth for your accounting firm, Notion is the way to go. Whether you DIY it with templates or hire an expert, investing in a streamlined system will save you time, money, and stress.

Want to implement Notion seamlessly in your firm?

Join Breakthrough for Bookkeepers & Accountants, where I provide a fully built-out Notion system designed specifically for accountants and bookkeepers. Skip the overwhelm and get straight to optimizing your workflow!

Join Breakthrough now!

About our guest:

Diana Lunzer is a Productivity & Systems Expert, and a Certified Notion Consultant. She turns founders into productive powerhouses, so they can great their 7-figure empire. She is a 2x founder, on a mission to help fellow ambitious business owners who feel overwhelmed as they scale their companies. Diana is passionate about helping founders and their teams get organized and spend their time more intentionally, to scale and make more money, while enjoying the ride! She specializes in identifying where your business is leaking time and money. Diana uncovers your productivity gaps and system inefficiencies, then uses tools like Notion, Zapier, and Manychat to help your business scale with more organization, peace, and profit.

Connect with Diana:

Follow her on Instagram: @DianaLunzer

Subscribe to her YouTube channel: https://www.youtube.com/@dianalunzer

Subscribe to herFounder’s Flow newsletter: https://tally.so/r/mVZyaJ

Visit her Flow State website to learn more: www.flowwithsystems.com

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