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Вміст надано Alyssa Lang. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Alyssa Lang або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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The Manifestation Shift: Unleashing Confidence and Abundance in Your Business with Alyssa Simpson

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Вміст надано Alyssa Lang. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Alyssa Lang або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

Alyssa Lang interviews Alyssa Simpson, Owner of Alyssa Simpson Coaching and mindset and manifestation coach, on the power of doing the inner work, embracing authenticity, and cultivating unshakable confidence. They discuss shedding old identities, shifting mindsets from scarcity to abundance, and the importance of aligning actions with desired outcomes for personal and business success.

In this episode you’ll hear:

  • How to control your feelings and shape her own reality
  • Why it's important to prioritize inner work over business strategy and embrace authenticity
  • How to do the inner work, face discomfort, and connect with what you truly want
  • How to shift from scarcity to abundance mindset and operate from a place of service-led approach in business

About our guest:

Alyssa Simpson is a mindset & manifestation coach helping women tap into their innate power by burning the rule books and handing them the pen to write their own. She has been a student of manifestation and the metaphysical world for 15+ years and became a teacher of the metaphysical world in 2019. She helps women reclaim their magnetism by uncovering limiting beliefs, working through old subconscious programming, and understanding the energetics of money.

Connect with Alyssa Simpson:

Follow Alyssa on Instagram: @_alyssasimpsonx

Check out her website: www.alyssasimpsonx.com
Listen to her podcast: LimitLyss on apple & spotify
Resources mentioned in this episode:

📘 'The Way of Integrity' by Martha Beck
📖 FREE Manifestation Workbook
📘 ’10x is Easier than 2x’ by Dan Sullivan
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, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

💸 Are you ready to take control of your firm’s profitability?
The Client Profitability Tracker helps you analyze margins, adjust rates, and streamline for more profit—all for $97! Stop guessing and start making data-driven decisions.

👉🏼 Grab your Client Profitability Tracker now: workflowqueen.com/profitcheck

  continue reading

Розділи

1. Introduction (00:00:00)

2. Meet Alyssa Simpson (00:02:29)

3. Mindset and Manifestation (00:03:56)

4. Overcoming Scarcity and Embracing Abundance (00:07:58)

5. Gratitude (00:17:27)

6. Facing the Reality of Loss and Numbing Pain (00:30:56)

7. Confronting Self-Sabotage and Judgment (00:31:36)

8. Discovering Triggers and Healing (00:32:26)

9. Embracing Authenticity and Joy (00:35:02)

10. Living in Alignment with Your True Self (00:36:29)

11. The Power of Mindset and Inner Work (00:38:55)

12. Navigating Relationships and Emotional Control (00:43:10)

13. The Importance of Authenticity in Business (00:44:44)

14. Conclusion (00:51:51)

102 епізодів

Artwork
iconПоширити
 
Manage episode 437968761 series 3439732
Вміст надано Alyssa Lang. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Alyssa Lang або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

Alyssa Lang interviews Alyssa Simpson, Owner of Alyssa Simpson Coaching and mindset and manifestation coach, on the power of doing the inner work, embracing authenticity, and cultivating unshakable confidence. They discuss shedding old identities, shifting mindsets from scarcity to abundance, and the importance of aligning actions with desired outcomes for personal and business success.

In this episode you’ll hear:

  • How to control your feelings and shape her own reality
  • Why it's important to prioritize inner work over business strategy and embrace authenticity
  • How to do the inner work, face discomfort, and connect with what you truly want
  • How to shift from scarcity to abundance mindset and operate from a place of service-led approach in business

About our guest:

Alyssa Simpson is a mindset & manifestation coach helping women tap into their innate power by burning the rule books and handing them the pen to write their own. She has been a student of manifestation and the metaphysical world for 15+ years and became a teacher of the metaphysical world in 2019. She helps women reclaim their magnetism by uncovering limiting beliefs, working through old subconscious programming, and understanding the energetics of money.

Connect with Alyssa Simpson:

Follow Alyssa on Instagram: @_alyssasimpsonx

Check out her website: www.alyssasimpsonx.com
Listen to her podcast: LimitLyss on apple & spotify
Resources mentioned in this episode:

📘 'The Way of Integrity' by Martha Beck
📖 FREE Manifestation Workbook
📘 ’10x is Easier than 2x’ by Dan Sullivan
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, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

💸 Are you ready to take control of your firm’s profitability?
The Client Profitability Tracker helps you analyze margins, adjust rates, and streamline for more profit—all for $97! Stop guessing and start making data-driven decisions.

👉🏼 Grab your Client Profitability Tracker now: workflowqueen.com/profitcheck

  continue reading

Розділи

1. Introduction (00:00:00)

2. Meet Alyssa Simpson (00:02:29)

3. Mindset and Manifestation (00:03:56)

4. Overcoming Scarcity and Embracing Abundance (00:07:58)

5. Gratitude (00:17:27)

6. Facing the Reality of Loss and Numbing Pain (00:30:56)

7. Confronting Self-Sabotage and Judgment (00:31:36)

8. Discovering Triggers and Healing (00:32:26)

9. Embracing Authenticity and Joy (00:35:02)

10. Living in Alignment with Your True Self (00:36:29)

11. The Power of Mindset and Inner Work (00:38:55)

12. Navigating Relationships and Emotional Control (00:43:10)

13. The Importance of Authenticity in Business (00:44:44)

14. Conclusion (00:51:51)

102 епізодів

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Alyssa Lang interviews Erin Pohan, Founder of Upkeeping and WAVE - Seattle, on building supportive communities for women in accounting, finance, and entrepreneurship. Alyssa and Erin explore the transformative power of authenticity, organizing impactful industry events, and fostering long-term connections that challenge traditional norms! In this episode you’ll hear: What exciting live event is happening in Seattle, WA in May of 2025 How networking and community building can take your business to the next level Why this accounting event for women will reshape connections About our guest: As Founder of UpKeeping®, Erin is changing the boring stereotypes about accounting and helping business owners truly understand their business finances. Through a customized outsourced accounting subscription service, Erin and her team support entrepreneurs by being their #1 financial concierge/communicator. Erin holds an MS in Accounting from Liberty University and a BS in Accounting from the University of Maryland. When she’s not trying to make accounting more “fun”, Erin loves building community within the industry and convincing accounting students that owning an accounting/bookkeeping firm is the American dream. Connect with Erin Pohan: Email Erin Pohan: info@waveseattle.com Check out her event: https://cec4-erin.systeme.io/0cc9badd Resources mentioned in this episode: 🎟️ Sign up for the WAVE - Seattle event on May 22, 2025 📧 Have questions about the event? Send an email to info@waveseattle.com 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, @ workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com 💸 Are you ready to take control of your firm’s profitability? The Client Profitability Tracker helps you analyze margins, adjust rates, and streamline for more profit—all for $97! Stop guessing and start making data-driven decisions. 👉🏼 Grab your Client Profitability Tracker now: workflowqueen.com/profitcheck…
 
In this solo episode, Alyssa Lang covers your top questions for our special 100th episode of the podcast. It includes common challenges and strategies for hiring and team management tailored for bookkeepers and accountants. Alyssa dives into the nuances of capacity planning, proactive hiring processes, and innovative methods like project-based assessments, providing listeners with actionable insights to make informed decisions and foster a thriving work environment! In this episode you’ll hear: How to determine the right timing for hiring by using capacity planning What options exist for hiring, such as improving efficiency and implementing better systems Why maintaining a hiring pipeline and proactive onboarding are vital for team growth How to use a project-based assessment for hiring to evaluate problem-solving skills What pricing strategies can be set for bookkeeping services Resources mentioned in this episode: 🎙️ Listen to Episode 90: Pricing for Profitability: How to Make Sure Every Client is Worth It 🎙️ Listen to Episode 76: Pricing for Growth: Aligning Client Fees with Your Business Goals 🎙️ Listen to Episode 75: Unstoppable Mindset: Conquering Fear, Embracing Success, & Elevating Your Business 🎙️ Listen to Episode 35: What I Would Do Differently If I Had To Start All Over Again 🎙️ Listen to Episode 53: Building Your Dream Team: Hiring and Management Tips for Bookkeepers 🎙️ Listen to Episode 89: Exciting News: The New Direction of Workflow Queen – What’s Coming Next! 📚 Read to Blog: How to Build an Internal Training Program for New (and Existing) Team Members 🎙️ Listen to Episode 38: What To Do When Your Clients Don’t Get You Everything You Need 💻 Client Profitability Tracker 💻 Effortless Client Requests program ⚙️ Hubdoc ⚙️ Google Drive ⚙️ Content Snare ⚙️ Asana ⚙️ Loom 💻 Bookkeeper Launch 💻 Breakthrough for Bookkeepers & Accountants group coaching program 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, @ workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: 💸 Are you ready to take control of your firm’s profitability? The Client Profitability Tracker helps you analyze margins, adjust rates, and streamline for more profit—all for $97! Stop guessing and start making data-driven decisions. 👉🏼 Grab your Client Profitability Tracker now: workflowqueen.com/profitcheck…
 
Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on how to efficiently track and manage missing client information. Alyssa and Brooke discuss the practical use of systems like Content Snare and Notion to streamline workflows, maintain clear communication with clients, and prepare for busy season. In this episode you’ll hear: How to keep track of missing information from clients with your team Why losing track of client requests can create more work and headaches What tools and systems you can use to manage missing client information How Content Snare helps provide clear visibility into requested and missing client info About our guest: Brooke Swan is the founder and CEO of Clarity Bookkeeping & Consulting. She started her firm in 2018 with the goal of helping business owners not only understand their finances, but enjoy a better work-life balance and helping them build the business of their dreams. Through their advisory services and creative strategic approaches, Clarity has helped hundreds of business owners reach their goals! Brooke operates her firm on a 4-day work week that values efficiency, collaboration, and positivity which also allows her team to enjoy a better work-life balance as well! Brooke has a burning desire to help others and has been coaching other bookkeeping business owners for years. She now exclusively coaches with Team Workflow Queen in their Breakthrough program. Connect with Brooke Swan: Check our her website: https://www.claritybkpg.com/ **** Follow her on Instagram: @brookeashleyy_ Resources mentioned in this episode: 💻 Effortless Client Requests for Bookkeepers & Accountants (Content Snare program) ⚙️ Notion ⚙️ Content Snare ⚙️ Asana 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, @ workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com…
 
Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on client onboarding systems. Alyssa and Brooke chat about the challenges of streamlining onboarding, utilizing tools like Content Snare for efficiency, and reimagining workflows to transform both team dynamics and client experiences! In this episode you’ll hear: What distinguishes your onboarding from your cleanup processes How to visually map out processes for better clarity and workflow Why separating onboarding and cleanup enhances operational efficiency How tools like Asana and Content Snare streamline the onboarding experience About our guest: Brooke Swan is the founder and CEO of Clarity Bookkeeping & Consulting. She started her firm in 2018 with the goal of helping business owners not only understand their finances, but enjoy a better work-life balance and helping them build the business of their dreams. Through their advisory services and creative strategic approaches, Clarity has helped hundreds of business owners reach their goals! Brooke operates her firm on a 4-day work week that values efficiency, collaboration, and positivity which also allows her team to enjoy a better work-life balance as well! Brooke has a burning desire to help others and has been coaching other bookkeeping business owners for years. She now exclusively coaches with Team Workflow Queen in their Breakthrough program. Connect with Brooke Swan: Check our her website: https://www.claritybkpg.com/ **** Follow her on Instagram: @brookeashleyy_ Resources mentioned in this episode: 💻 Effortless Client Requests for Bookkeepers & Accountants 💻 Kickoff with Asana for Bookkeepers & Accountants ⚙️ Content Snare 📋 Large sticky notes for planning & processing mapping 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, @ workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com 💸 Are you ready to take control of your firm’s profitability? The Client Profitability Tracker helps you analyze margins, adjust rates, and streamline for more profit—all for $97! Stop guessing and start making data-driven decisions. 👉🏼 Grab your Client Profitability Tracker now: workflowqueen.com/profitcheck…
 
In this solo episode, Alyssa Lang dives into the details of holiday closures, offering insight on efficiently managing your bookkeeping or accounting firm during this time of the year. Alyssa explains the importance of prepping your clients, effective implementation of holiday pay policies, and using downtime for strategic planning and personal projects, ensuring a smooth and beneficial break for you, your team and clients. In this episode you’ll hear: What to do to prepare your firm for a smooth holiday closure How to handle team pay fairly during time off and holiday closure Why holiday downtime benefits you and your team What you can do during holiday closure to recharge and move the needle forward Resources mentioned in this episode: 💻 Breakthrough for Bookkeepers & Accountants 💻 Effortless Client Requests for Bookkeepers & Accountants ☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm 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, @ workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com 💸 Are you ready to take control of your firm’s profitability? The Client Profitability Tracker helps you analyze margins, adjust rates, and streamline for more profit—all for $97! Stop guessing and start making data-driven decisions. 👉🏼 Grab your Client Profitability Tracker now: workflowqueen.com/profitcheck…
 
Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on streamlining client communication and boosting efficiency through automation tools like Content Snare. Alyssa and Brooke explore how ditching emails for client interaction can save mental bandwidth, improve client relationships, and enhance business growth! In this episode you’ll hear: Why Alyssa and Brooke stopped relying on emails for getting info from clients How Content Snare streamlines and automates client requests and follow-ups What benefits you can experience from using Content Snare with your clients How automating tasks saves time and mental bandwidth Why setting clear deadlines is essential for client expectations and timely submissions About our guest: Brooke Swan is the founder and CEO of Clarity Bookkeeping & Consulting. She started her firm in 2018 with the goal of helping business owners not only understand their finances, but enjoy a better work-life balance and helping them build the business of their dreams. Through their advisory services and creative strategic approaches, Clarity has helped hundreds of business owners reach their goals! Brooke operates her firm on a 4-day work week that values efficiency, collaboration, and positivity which also allows her team to enjoy a better work-life balance as well! Brooke has a burning desire to help others and has been coaching other bookkeeping business owners for years. She now exclusively coaches with Team Workflow Queen in their Breakthrough program. Connect with Brooke Swan: Check our her website: https://www.claritybkpg.com/ **** Follow her on Instagram: @brookeashleyy_ Resources mentioned in this episode: 💻 Effortless Client Requests for Bookkeepers & Accountants ⚙️ Content Snare ☎️ Book a Human Design Reading with Brooke Swan at Aligned Self 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, @ workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com 💸 Are you ready to take control of your firm’s profitability? The Client Profitability Tracker helps you analyze margins, adjust rates, and streamline for more profit—all for $97! Stop guessing and start making data-driven decisions. 👉🏼 Grab your Client Profitability Tracker now: workflowqueen.com/profitcheck…
 
In this solo episode, Alyssa Lang covers essential year-end strategies for bookkeepers and accountants. Alyssa shares insights on differentiating year-end tasks from month-end obligations, implementing efficient tools like Asana and Content Snare, and setting clear client expectations, ensuring a seamless and successful year-end process! In this episode you’ll hear: How to differentiate between year-end and month-end tasks for efficient workflows Why clear client communication and setting expectations are vital for timely submissions How to use tools like Asana, Content Snare, and Notion for streamlined year-end processes When to start 1099 preparation to avoid end-of-year chaos and ensure timely compliance Resources mentioned in this episode: 🎙️ Listen to Episode 40: Uplevel Your Year End Client Experience with Serena Shoup 🎙️ Listen to Episode 2: Adjusting Month End Close Due Dates to Better Manage Client Work with Brooke Swan ⚙️ Alyssa’s tech stack at Magnetic Profits 💻 Elevate by Ambitious Bookkeeper 📝 Brooke Swan’s 1099 Filing & Prep Process 💻 Effortless Client Requests for Bookkeepers & Accountants (Content Snare program) 💻 Breakthrough for Bookkeepers & Accountants 💻 Kickoff with Asana for Bookkeepers & Accountants ⚙️ Track1099 (1099 filing software) ⚙️ Content Snare ⚙️ Asana ⚙️ Canva ⚙️ Loom ⚙️ Notion 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, @ workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com 💸 Are you ready to take control of your firm’s profitability? The Client Profitability Tracker helps you analyze margins, adjust rates, and streamline for more profit—all for $97! Stop guessing and start making data-driven decisions. 👉🏼 Grab your Client Profitability Tracker now: workflowqueen.com/profitcheck…
 
Alyssa Lang and Brooke Swan, Owner of Clarity Bookkeeping & Consulting, chat about changing client management through effective systems like Content Snare. Alyssa and Brooke uncover how this tool transforms the often-overwhelming task of client interactions into a streamlined, stress-free experience, making it a game changer for bookkeeping and accounting professionals! In this episode you’ll hear: How Alyssa and Brooke struggled with ineffective systems and how that’s changed since then What software to use for client information requests Why manual processes can cause stress and how our solution can alleviates that How our upcoming course Effortless Client Request can streamline your client requests About our guest: Brooke Swan is the founder and CEO of Clarity Bookkeeping & Consulting. She started her firm in 2018 with the goal of helping business owners not only understand their finances, but enjoy a better work-life balance and helping them build the business of their dreams. Through their advisory services and creative strategic approaches, Clarity has helped hundreds of business owners reach their goals! Brooke operates her firm on a 4-day work week that values efficiency, collaboration, and positivity which also allows her team to enjoy a better work-life balance as well! Brooke has a burning desire to help others and has been coaching other bookkeeping business owners for years. She now exclusively coaches with Team Workflow Queen in their Breakthrough program. Connect with Brooke Swan: Check our her website: https://www.claritybkpg.com/ Resources mentioned in this episode: ⚙️ Content Snare ⚙️ Asana 💻 Effortless Client Requests for Bookkeepers & Accountants ⚙️ Zapier 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, @ workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com 💸 Are you ready to take control of your firm’s profitability? The Client Profitability Tracker helps you analyze margins, adjust rates, and streamline for more profit—all for $97! Stop guessing and start making data-driven decisions. 👉🏼 Grab your Client Profitability Tracker now: workflowqueen.com/profitcheck…
 
In this solo episode, Alyssa Lang dives into the critical aspects of client onboarding for bookkeepers and accountants, ensuring efficiency and client satisfaction. Alyssa walks you through the process of mapping out the onboarding journey, utilizing automation tools, and setting timelines that distinguish onboarding from sales or cleanup, setting your practice on a path to success with streamlined systems! In this episode you’ll hear: How to map out an efficient onboarding process How to separate your sales process, onboarding and clean up process for best success Why proper onboarding is crucial for cultivating positive client relationships and retention How automation tools can enhance the onboarding experience Who can handle onboarding tasks within your firm Resources mentioned in this episode: 💻 Breakthrough for Bookkeepers & Accountants 🎙️ Growing Your Firm Podcast Interview: Workflow Queen’s Must-Have Tools & Tactics for Growing Your Firm ⚙️ Miro ⚙️ Dubsado ⚙️ Asana 💻 All our programs and courses at Workflow Queen ⚙️ Notion 💻 Kickoff with Asana for Bookkeepers & Accountants 💻 The Motherload of Email & Form Swipe File ⚙️ Content Snare 💻 Effortless Client Requests for Bookkeepers & Accountants ☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm 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, @ workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com 💸 Are you ready to take control of your firm’s profitability? The Client Profitability Tracker helps you analyze margins, adjust rates, and streamline for more profit—all for $97! Stop guessing and start making data-driven decisions. 👉🏼 Grab your Client Profitability Tracker now: workflowqueen.com/profitcheck…
 
In this solo episode, Alyssa Lang covers the world of hidden profit leaks in bookkeeping and accounting firms, offering real strategies and actionable tips to fix inefficiencies and unlock true profitability. Alyssa shares how to implement tech, systems, and automation to scale their practice while also providing insights on using her client profitability tracker to ensure maximum profitability. In this episode you’ll hear: What the most common profit leaks are in accounting firms What strategies to implement for effective rate increases How to identify inefficiencies in your workflow and streamline processes with documentation and automation Why understanding client profitability is essential Resources mentioned in this episode: ⚙️ Zapier 💻 Client Profitability Calculator for Bookkeepers & Accountants 💻 Breakthrough for Bookkeepers & Accountants 💻 Kickoff with Asana for Bookkeepers & Accountants 🎙️ Listen to Episode 22: Mastering Time Tracking: Unleashing Efficiency and Finding the Perfect Hires for Your Bookkeeping and Accounting Firm 📝 Read the blog How to Use Clockify in Asana for Your Bookkeeping Practice 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, @ workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen…
 
In this solo episode, Alyssa Lang shares unique marketing strategies to enhance trust and business growth for bookkeepers and accountants. Alyssa shares how to leverage client testimonials, create compelling communication channels, and align marketing tactics with genuine client preferences, ensuring your business is primed for future success! In this episode you’ll hear: How to define your ideal client profile to ensure your marketing speaks directly to the clients who align with your goals and values Creating a value-based marketing message that highlights the benefits you bring to clients, like time savings, financial clarity, and peace of mind Unique marketing approaches that set your firm apart, including hosting niche-specific webinars, sharing client success stories, and building a referral network Resources mentioned in this episode: 💻 Breakthrough for Bookkeepers & Accountants 🎙️ Listen to episode #3: Building a $1.5 Million Firm with no Bookkeeping Experience with Melissa Honan 🎙️ Listen to episode #50: Unique Marketing Strategies for Bookkeepers & Accountants 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, @ workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com 💸 Are you ready to take control of your firm’s profitability? The Client Profitability Tracker helps you analyze margins, adjust rates, and streamline for more profit—all for $97! Stop guessing and start making data-driven decisions. 👉🏼 Grab your Client Profitability Tracker now: workflowqueen.com/profitcheck…
 
In this solo episode, Alyssa Lang dives into pricing strategies that ensure every client contributes to your firm’s profitability. She covers common pricing mistakes, guides listeners on calculating true client costs, and explains the benefits of shifting to value-based pricing for sustainable growth. In this episode you’ll hear: Why common pricing mistakes can destroy your profit margins—and how to avoid them How to calculate the true cost of each client and ensure they’re worth your time What value-based pricing is and why it often beats hourly rates for firm owners How to set a target profit margin that supports sustainable growth When it’s time to raise your rates—and how to communicate it confidently Resources mentioned in this episode: 💻 Breakthrough for Bookkeepers & Accountants 💻 Client Profitability Tracker for Bookkeepers & Accountants 💻 Ambitious Bookkeeper’s Pricing for Profit resource 🎙️ How Breakthrough Transformed a Bookkeeper into a Thriving Firm Owner with Megan Andersen 🎙️ The Art of Pricing: Insights on Creating Value and Confidence in Your Pricing with Helena Donald 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, @ workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com 💸 Are you ready to take control of your firm’s profitability? The Client Profitability Tracker helps you analyze margins, adjust rates, and streamline for more profit—all for $97! Stop guessing and start making data-driven decisions. 👉🏼 Grab your Client Profitability Tracker now: workflowqueen.com/profitcheck…
 
In this solo episode, Alyssa Lang shares the exciting new direction for Workflow Queen and how these changes will better serve you in the future. Alyssa dives into the experiences of pivoting your business's path, implementing systems and teams for scaling without burnout, and the fresh offers and events coming soon that you won’t want to miss. In this episode you’ll hear: What exciting new changes are happening at Workflow Queen What micro offers and new resources are being introduced for bookkeepers and accountants How the podcast will focus on themes like offers, systems, and team to better serve listeners Why personal internal work and business strategy are crucial for sustainable business growth Resources mentioned in this episode: 💻 Waitlist for our Content Snare program 👤 Serena Shoup with the Ambitious Bookkeeper 💌 Sign up for our exclusive free VIP email list to get first access to new offers and special discounts 💻 Breakthrough for Bookkeepers & Accountants 💻 Kickoff with Asana for Bookkeepers & Accountants 💻 Workflows in a Weekend for Bookkeepers & Accountants 📍 In-Person Events & VIP Days (email support@workflowqueen.com for more details) 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, @ workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com 💸 Are you ready to take control of your firm’s profitability? The Client Profitability Tracker helps you analyze margins, adjust rates, and streamline for more profit—all for $97! Stop guessing and start making data-driven decisions. 👉🏼 Grab your Client Profitability Tracker now: workflowqueen.com/profitcheck…
 
Alyssa Lang interviews Helena Donald, Money Mindset Expert and Founder of Girl Unfiltered, on exploring the hidden impact of money mindset on businesses and uncovering techniques to charge your worth with confidence. Alyssa and Helena dive into addressing limiting beliefs surrounding money, valuing inner work, and providing unique approaches to elevate your financial success in your business. In this episode you’ll hear: Why awareness of early programming around money is crucial for business growth and personal confidence in pricing your clients How to connect with clients on a unique level and lead with value to create a better client experience What methods help in transitioning from hourly rates to value-based pricing that feels good How clearing limiting beliefs around money leads to a more fulfilling and successful business approach About our guest: Helena Grace Donald works with ambitious women to radically release their internal money blocks, fears and limiting beliefs so they can shatter their inner glass ceiling and tap into the frequency of abundance that they not only desire, they also deserve. She uses a range of tools and modalities, such as Matrix Reimprinting and EFT. She is the founder of Girl Unfiltered, the author of Learning to Love the Girl in the Mirror and the host of The Girl Unfiltered Podcast. Connect with Helena Donald: Follow Helena on Instagram: @iamhelenagrace Check out her website: https://www.girlunfiltered.com/ Listen to her podcast: https://www.girlunfiltered.com/the-girl-unfiltered-podcast/ Resources mentioned in this episode: 💸 Money Magnet Meditation gift from Helena 🎙️ Girl Unfiltered Podcast by Helena Donald 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, @ workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com 💸 Are you ready to take control of your firm’s profitability? The Client Profitability Tracker helps you analyze margins, adjust rates, and streamline for more profit—all for $97! Stop guessing and start making data-driven decisions. 👉🏼 Grab your Client Profitability Tracker now: workflowqueen.com/profitcheck…
 
In this solo episode, Alyssa Lang covers the essential steps and strategies for gracefully firing clients while protecting your business integrity. Alyssa deep dives into implementing clear disengagement policies, managing client boundaries, and ensuring smooth transitions to foster a healthier, more aligned client base for your firm. In this episode you’ll hear: How to determine if you are ready to fire a client When to fire a client and the logistics that go with it How to communicate to your client that you are firing them How to be ready to make space for new, and more aligned clients Resources mentioned in this episode: 💻 Breakthrough for Bookkeepers & Accountants 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, @ workflowqueen For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below: Visit our website: workflowqueen.com Check out our courses: workflowqueen.com/courses Follow the Blog: workflowqueen.com/blog Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq Connect on Instagram: instagram.com/workflowqueen Connect on Facebook: Facebook.com/workflowqueen Podcast Publishing Tools we use: Podcast Editing: Ian Gilliam: iangilliam.com 💸 Are you ready to take control of your firm’s profitability? The Client Profitability Tracker helps you analyze margins, adjust rates, and streamline for more profit—all for $97! Stop guessing and start making data-driven decisions. 👉🏼 Grab your Client Profitability Tracker now: workflowqueen.com/profitcheck…
 
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