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What To Do When Your Clients Don’t Get You Everything You Need

What To Do When Your Clients Don’t Get You Everything You Need

FromConquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)


What To Do When Your Clients Don’t Get You Everything You Need

FromConquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

ratings:
Length:
28 minutes
Released:
Oct 31, 2023
Format:
Podcast episode

Description

In this solo episode, Alyssa Lang covers common issues bookkeepers and accountants face when clients don’t get us documentation and information in a timely manner. She’ll be breaking down some tips and tricks on what to do if that’s the case.In this episode you’ll hear:What to do when clients don’t get you the information you need to complete the workHow to leverage a project management system to assign tasks to move onHow to communicate with your clients when things are past dueHow to handle back logged work and the logisticsResources mentioned in this episode:⚙️ Magnetic Bookkeeping & Consulting Tech StackThanks 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 31, 2023
Format:
Podcast episode

Titles in the series (66)

Conquering Workflows & Systems with Alyssa Lang, aka the Workflow Queen, is a show dedicated to bookkeepers and accountants who want to use tech, automation, workflows and systems into their firm so they can scale. We will help guide you on the best tools, softwares and systems that bookkeepers and accountants can use to help you run your firm on autopilot. Our goal is to help you to scale bigger, hirer better and breakthrough to the next level! Conquering Workflows & Systems with the Workflow Queen will provide solo teaching episodes as well as interviews with industry experts to help you grow as a bookkeeper or accountant. We discuss anything hiring team members, ways to automate your onboarding, help you decide on the right systems to manage your bookkeeping and accounting clients, when to hire, where to hire, creating operations for your practice and so much more. This is for bookkeepers and accountants who are ready to scale their practice, bring on staff and take a much needed vacation that they deserve.Where you can find us: Website: https://www.workflowqueen.com/Facebook: https://www.facebook.com/workflowqueenLinkedIn: https://www.linkedin.com/in/alyssa-lang-wq/ Instagram: https://www.instagram.com/workflowqueen/