161 ⎸ The Alyssa + Serena Show Part 2

This interview episode is Part 2 of The Alyssa + Serena Show with my biz bestie, Alyssa Lang (Workflow Queen)! We talk about managing clients, offering advisory services, and the importance of SOPs in a bookkeeping firm. From practical business advice to lighthearted banter, you’ll wanna tune in to elevate your bookkeeping game!

In this episode you’ll hear: 

• the difference between consulting and advisory services
• strategies for hiring and delegating tasks
• how to efficiently communicate advisory services
• the importance of acknowledging & embracing personal life seasons
• different methods of documenting processes

Resources mentioned in this episode:

• Content Snare (affiliate link)
• Loom
• Tango (affiliate link)
• Scribe
• Notion (affiliate link)
• Breakthrough (affiliate link)
• Workflows in a Weekend
• Elevate

Listen to the full audio here ⬇

🎧 Or listen on our website here ➡ ambitiousbookkeeper.com/podcast

Meet Alyssa

Alyssa, aka the Workflow Queen, teaches bookkeepers and accountants how to utilize tech and automation to create better workflows, systems and processes. As a result they can run their practices on autopilot, stress less and save time!

After being in the accounting world for five years, Alyssa struggled with streamlining her practice. She felt frustrated and nervous and couldn't sleep at night not knowing where her client work would come from. She was overwhelmed by all the daily tasks, lost track of work and just couldn't keep up.

Alyssa hit a wall and decided to make a change, so she started to automate her practice by creating workflows, systems and processes. She was then able to run her practice and take on more clients, scale and provide excellent service in the process!

These days Alyssa’s a full-time educator. She’s also an Asana Certified Pro and her courses and resources have helped hundreds of bookkeepers and accountants worldwide!

Find & Follow

Connect with Alyssa:

🌐 Website: http://workflowqueen.com/

📱 IG: @workflowqueen

🎙️ Podcast: Conquering Workflows & Systems with the Workflow Queen

Connect with The Ambitious Bookkeeper®:

🌐 Website: ambitiousbookkeeper.com

👩‍💻 Blog: ambitiousbookkeeper.com/blog

📱 Instagram: instagram.com/ambitiousbookkeeper

📱 Facebook: Facebook.com/serenashoupcpa

💼 LinkedIn: Linkedin.com/in/SerenaShoup

Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba

Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)

Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist

Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard

Become a Client: ofcoursebookkeeping.com/contact