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 31: Insights Into My Bookkeeping Firm, Magnetic Bookkeeping, & Our Marketing Initiatives
In this solo episode, Alyssa Lang provides an update of whatβs going on at Workflow Queen and her firm, Magnetic Bookkeeping & Consulting. She shares the marketing initiatives her firm is taking to stand out and be unique in the industry. She also provides golden nuggets on ways you can be different as well.
Episode 30: Breakthrough Student Spotlight: Coaching, Learning & Executing with Erica Paynter
We talk a LOT about how systems can help you delegate your work, create more flexibility in your schedule, and give you more freedom to work ON your business instead of IN it. But thereβs always going to be questions around HOW to get clear on the types of tasks to delegate, who to add to your team, which systems to focus on first, and where to focus your energy for you bookkeeping and accounting firm. In this blog and podcast, Iβm chatting with Breakthrough for Bookkeepers & Accountant student, Erica Paynter about all of this goodness and her experience navigating it in her own firm.
Episode 29: Leveraging a Team, KPIs and Automation to Create Business Success with Lekesha Hill
In this podcast and blog, we have SUCH an inspiring story of one Breakthrough for Bookkeepers & Accountants student who transformed her side hustle into a full bookkeeping firm that thrives while she only works 5 hours per week! Lakesha Hill shares with us all the reasons Breakthrough was a total game changer for her business, and how she keeps referring back to the content when sheβs ready to implement the next steps (or have her VA handle it instead!). Learn how she was able to make her goals a reality and finally go full time in her business for good!
Episode 28: How to Build a Hands-Off Training System for Team Members with Ashly Lindberg
In this podcast and blog, youβll meet one of our very first Breakthrough for Bookkeepers & Accountants students, Ashly Lindberg! Her storyβs not only relatable and impressive, itβs also SO inspiring because she was able to take her business from side hustle to full time AND hire two employees after implementing all the Breakthrough goodness. If youβve been wanting to go full time in your business OR finally ramp up your success for good, this episode is a MUST!
Episode 27: Mindset & Strategies for Delegating and Minimizing Mistakes with Samantha Palisoul
One of the big topics we cover in our group coaching program, Breakthrough for Bookkeepers & Accountants, is HIRING. Because thereβs so much that goes into it before, during, and after youβve actually picked a candidate. In this blog and podcast, youβll hear from on of our Breakthrough students, Samantha Palisoul, on how to overcome the mindset blocks that come with hiring (and leading) your dream team, running a highly efficient firm, and how group coaching can support you on that journey.
Episode 26: How to Identify Automation Opportunities for Your Bookkeeping Firm with James Rose
Alyssa Lang interviews James Rose, the co-founder of Content Snare whoβs 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. Theyβre on a mission to help you identify areas to be more productive and thatβs what this episode is all about.
Episode 25: How Breakthrough Transformed a Bookkeeper into a Thriving Firm Owner with Megan Andersen
If youβve been on the fence about joining our group coaching program, Breakthrough for Bookkeepers & Accountants, this episode and blog is totally for you! Itβs one thing to hear about all the amazingness inside this program from me, but itβs so powerful to hear it from someone whoβs 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.
Episode 24: How Relay Bank Empowers Bookkeepers & Their Clients Through Better Banking with Deanna Zubrickas
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.
Episode 23: Tips & Strategies to Prepare and Execute an Unplugged Vacation
You might need to take time off from your firm for a lot of different reasons: vacation, health, emergency, etc. Or maybe youβve convinced yourself that you donβt 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. Iβve been doing it for years, and now Iβm sharing my best tips so you can do it too.
Episode 22: Mastering Time Tracking: Unleashing Efficiency and Finding the Perfect Hires for Your Bookkeeping and Accounting Firm
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.
Episode 21: Legal Insights for Sustainable Success: Building a Business with Long-Term Stability with Aleece McKnight
Legal protection for bookkeeping and accounting firms of any kind is SO important, so what can firm owners do to make sure weβre covered? Aleece McKnight has the answers! Sheβs 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.
Episode 20: Scale Bigger, Hire Better and Break Through to the Next Level
When youβre ready to take your bookkeeping or accounting firm to the next level, it can be hard to know where to start. But since Iβve built two firms and learned a few lessons along the way, Iβve got you! In this podcast and blog, youβll 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 Iβm sharing all the details with you.
Episode 19: The Value of Investing in Professional Photos for Your Business with Kiley Brinson
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 itβs a MUST if youβre considering adding creative brand photos to your biz branding!
Episode 18: Guide to Exploring our Tailored Programs & Resources for Bookkeepers & Accountants
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!
Episode 17: Overcoming Burnout: Aligning Your Work with Authenticity, Alignment, and Purpose with Tasha Triana
When you run your own firm, sometimes itβs hard to differentiate between your own identity and your business. Sometimes it feels like theyβre one in the same! Prioritizing your own care over achieving success in your business doesnβt have to come at a price when youβre 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!
Episode 16: Tech Stack Simplified: The 5 Core Systems Every Bookkeeper and Accountant Needs
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.
Episode 15: The Art of Delegation: Allowing Others To Shine with Jeremy Van Groll
When you own a bookkeeping firm of any size, I highly recommend establishing a solid company culture for your team (or future team). Once youβve 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 (pssstβ¦ hitting $1Mil in annual revenue).
Episode 14: The Hidden Driver of Success: How Culture and Metrics Shape Your Company's Future with Tyler Otto
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.
Episode 13: Plooto: The Most Affordable & User Friendly System to Get Paid by Clients with Hamed Abbasi
Itβs no secret that profits help a business thrive, but thereβs one place in particular that seems to be overlooked when it comes to saving money on monthly expenses! And itβs a super easy shift to make. In this blog/podcast, weβre speaking with the COO of Plooto, a payment processing software thatβs 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 β Iβm obsessed, and I know you will be too!
Episode 12: How to Approach Clean Ups and Diagnostic Reviews For Your Clients with Veronica Wasek
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!