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.

Alyssa Lang Alyssa Lang

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 there’s 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, I’m chatting with Breakthrough for Bookkeepers & Accountant student, Erica Paynter about all of this goodness and her experience navigating it in her own firm.

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Alyssa Lang Alyssa Lang

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 she’s 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!

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Alyssa Lang Alyssa Lang

Episode 28: How to Build a Hands-Off Training System for Team Members with Ashly Lindberg

In this podcast and blog, you’ll meet one of our very first Breakthrough for Bookkeepers & Accountants students, Ashly Lindberg! Her story’s not only relatable and impressive, it’s 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 you’ve been wanting to go full time in your business OR finally ramp up your success for good, this episode is a MUST!

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Alyssa Lang Alyssa Lang

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 there’s so much that goes into it before, during, and after you’ve actually picked a candidate. In this blog and podcast, you’ll 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.

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Alyssa Lang Alyssa Lang

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 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.

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Alyssa Lang Alyssa Lang

Episode 25: How Breakthrough Transformed a Bookkeeper into a Thriving Firm Owner with Megan Andersen

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.

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Alyssa Lang Alyssa Lang

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.

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Alyssa Lang Alyssa Lang

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 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.

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Alyssa Lang Alyssa Lang

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 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.

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Alyssa Lang Alyssa Lang

Episode 20: Scale Bigger, Hire Better and Break Through to the Next Level

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.

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Alyssa Lang Alyssa Lang

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 it’s a MUST if you’re considering adding creative brand photos to your biz branding!

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Alyssa Lang Alyssa Lang

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!

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Alyssa Lang Alyssa Lang

Episode 17: Overcoming Burnout: Aligning Your Work with Authenticity, Alignment, and Purpose with Tasha Triana

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!

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Alyssa Lang Alyssa Lang

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 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).

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Alyssa Lang Alyssa Lang

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.

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Alyssa Lang Alyssa Lang

Episode 13: Plooto: The Most Affordable & User Friendly System to Get Paid by Clients with Hamed Abbasi

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 β€” I’m obsessed, and I know you will be too!

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Alyssa Lang Alyssa Lang

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!

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