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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 (affiliate link)
- Elevate
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!
Connect with Alyssa
🌐 Website: http://workflowqueen.com/
📱 IG: @workflowqueen
🎙️ Podcast: Conquering Workflows & Systems with the Workflow Queen
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
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