43 min listen
What I Would Do Differently If I Had To Start All Over Again
FromConquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
What I Would Do Differently If I Had To Start All Over Again
FromConquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
ratings:
Length:
33 minutes
Released:
Oct 10, 2023
Format:
Podcast episode
Description
In this solo episode, Alyssa Lang covers the things she would have done differently if she were to start her bookkeeping firm all over again. She discusses he 5 core tips and in what order to implement them into a bookkeeping firm and so much more.In this episode you’ll hear:What project management system I would have implemented from the beginningWhat documentation to have as your business growsImportance of getting solid contracts from the beginningWhat banking strategy that has changed the game for my firmHow pricing right helps us all create a positive industry standardResources mentioned in this episode:⚙️ My Tech Stack at Magnetic Bookkeeping⚙️ Asana? Kickoff with Asana for Bookkeepers & Accountants⚙️ ClickUp ⚙️ Keeper⚙️ Xenett? Free Asana Guide (10 Simple Steps to Managing Your Clients in Asana)⚙️ Loom? Linsey Shae Consulting (use code WFQ10 for 10% off)Bookkeeper Legal Template which provides 4 different services - Bookkeeper Services TemplateBookkeeper Bundle Agreement which includes the Referral partnership agreement, Independent Contract Agreement, Website policies, and an NDA. Bookkeeper Bundle Template? Profit First by Mike Michalowicz? RelayThanks 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, @workflowqueenFor 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.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam: iangilliam.com
Released:
Oct 10, 2023
Format:
Podcast episode
Titles in the series (66)
Legal Questions Bookkeepers & Accountants Often Ask (Answered!) with Linsey Levine by Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)