Alyssa Lang interviews James Rose, the co-founder of Content Snare who’s on a mission to help others gather information and documents easily from clients. We talk today about automation, Zapier, efficiency tools and tactics, and so much more. They’re on a mission to help you identify areas to be more productive and that’s what this episode is all about.

If you’ve been on the fence about joining our group coaching program, Breakthrough for Bookkeepers & Accountants, this episode and blog is totally for you! It’s one thing to hear about all the amazingness inside this program from me, but it’s so powerful to hear it from someone who’s been in our Breakthrough community since it first launched in 2022! Which is why I have the lovely Megan Andersen in this interview, a Canadian firm owner who took her chaotic bookkeeping firm and transformed it into a thriving, booming business thanks to the coaching and content in Breakthrough for Bookkeepers & Accountants.

Alyssa Lang interviews Deanna Zubrickas, a rep from Relay Financial Bank, about their incredible banking platform and how it can help to streamline your client experience as a bookkeeper or accountant. In this episode Alyssa and Deanna dive into the newest features that Relay has released including Profit First auto transfer rules, 1% - 3% interest bearing savings accounts, Relay 2.0 and so much more.

You might need to take time off from your firm for a lot of different reasons: vacation, health, emergency, etc. Or maybe you’ve convinced yourself that you don’t have the option of ever taking unplugged vacations because you own the business and no one can take over your day-to-day tasks. If you have a team, you can ABSOLUTELY take time off without checking your phone the whole time. I’ve been doing it for years, and now I’m sharing my best tips so you can do it too.

In this solo episode, Alyssa Lang covers everything you need to know about time tracking, the importance of what data it can produce for you, how to time track with detail and maximizing your efficiency and productivity.

Legal protection for bookkeeping and accounting firms of any kind is SO important, so what can firm owners do to make sure we’re covered? Aleece McKnight has the answers! She’s the trademark lawyer I use to protect Workflow Queen, but she has so many other insights to share with us about things like disclaimers, contracts, and where to find legit legal advice.

When you’re ready to take your bookkeeping or accounting firm to the next level, it can be hard to know where to start. But since I’ve built two firms and learned a few lessons along the way, I’ve got you! In this podcast and blog, you’ll discover the 5 Core Pillars you need to have in place in order to level up your firm without totally burning out! This is what I call my Breakthrough Bookkeeper Approach and I’m sharing all the details with you.

Have you ever thought about getting professional brand photos taken for your business? Once you do, it TOTALLY changes the game! Use them in social media posts, your website, as stand-out headshots, and soooo much more. Kiley Shai Photography is on the podcast in todays episode and it’s a MUST if you’re considering adding creative brand photos to your biz branding!

Workflow Queen has SO many resources, courses, and tools specifically designed for the bookkeeping and accounting industry. Here's how to take full advantage of everything Workflow Queen has to offer in order to scale your practice to the next level! Workflow Queen has online courses, free resources, and group coaching that will help you level-up your firm!

When you run your own firm, sometimes it’s hard to differentiate between your own identity and your business. Sometimes it feels like they’re one in the same! Prioritizing your own care over achieving success in your business doesn’t have to come at a price when you’re self-aware and have systems to lean on for support. Check out what Tasha Triana, self-proclaimed life purpose coach, has to say about dealing with burnout and taking care of yourself as a business owner!

In this solo episode, Alyssa Lang covers how to build an efficient and effective tech stack for your bookkeeping or accounting firm. She dives deep into understanding the five core systems to have in place, how to identify the tech you need and implement them without feeling tech stress and overwhelm.

When you own a bookkeeping firm of any size, I highly recommend establishing a solid company culture for your team (or future team). Once you’ve built a team, communicating with them regularly is such a helpful way to learn about their goals, dreams, and hidden talents. You might be surprised how roles can shift just by having these conversations! In this post, we speak with the CEO of Non-Profit Bookkeeping and his Operations Manager for all the details on how they got to where they are today (pssst… hitting $1Mil in annual revenue).

Alyssa Lang interviews Tyler Otto, Co-Owner of Speciality Bookkeeping, LLC where he escaped the corporate space to go full force in growing his bookkeeping firm. We dive into a wide variety of topics along the lines of aligning your team with your goals, brining on a business partner, KPIs to track and top recommended tech and software we love and use.

It’s no secret that profits help a business thrive, but there’s one place in particular that seems to be overlooked when it comes to saving money on monthly expenses! And it’s a super easy shift to make. In this blog/podcast, we’re speaking with the COO of Plooto, a payment processing software that’s changing the way we invoice clients and follow up on missing payments. Using this app has helped me streamline and become so much more efficient — I’m obsessed, and I know you will be too!

When you see a set of messy books, you know it. But are you offering cleanups to potential clients, or newly onboarded clients to help them get back on track? It can be SUPER overwhelming to take on a huge cleanup without the right resources and tools to handle it with confidence, which is exactly what Veronica Wasek of 5 Minute Bookkeeping is spilling all her secrets about in this blog and podcast episode!

Is social media for any type of business? Alex Beadon and I can’t speak for EVERY business, but it’s absolutely something you should consider using for your bookkeeping or accounting firm. And it doesn’t have to be complicated or feel like a burden either! In this blog and podcast, we’re sharing all the things about how to use social media in a way that feels authentic and helps you grow your brand.

If you’ve ever wondered what it’s like to buy an existing business OR you’ve built your firm up to crush your original revenue goals, it can be scary to know how to handle sudden growth. In this episode, I’m chatting with Jolene Fleming who got a real life crash course in acquiring an existing bookkeeping business, implementing systems, building up a team, and taking time off without stressing that everything will fall apart! It’s a MUST listen if you’ve been considering how to systematize your business and get yourself set up to handle massive growth.

Bookkeepers and accountants are usually AMAZING at the financial side of running a business, but the legal stuff? That’s a little more mysterious. And a lot like our industry, legal skills are something you don’t want to DIY, because it might cost you more headache (and money) than it’s worth in the long run. Luckily, Linsey (of Linsey Shae Consulting) is here to give us all the details on how to protect yourself and your business!

In this solo episode, Alyssa Lang covers the hot topic everyone wants to chat about… project management systems. She dives into the project management system she’s been using for years, the benefits and her experience testing other softwares along the way.

When you own a bookkeeping or accounting business, you’re going to fail at a few things once in a while. But the biggest mistake you can make after a failure is to ignore the lesson that you can learn and flip it into a success! In this episode, we’re talking with Melissa Honan, who tells us a story about how one big event in her business became the turning point that turned her firm into the $1.5M+ success it is today!