161 ⎸ The Alyssa + Serena Show Part 2

The Ambitious Bookkeeper Podcast

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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

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

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1. Introduction (00:00:00)

2. Seasons of Life and Business (00:02:54)

3. Proactive Delegation (00:27:17)

4. Understanding Roles and Tasks (00:32:24)

5. Building Job Descriptions and Resources (00:32:47)

6. Proactive Delegation Tips (00:33:31)

7. Team Dynamics and Motivation (00:34:54)

8. Advisory Services Insights (00:38:32)

9. The Value of Client Communication (00:42:36)

10. Advisory Services Simplified (00:45:04)

11. Fun and Games with Alyssa (00:54:10)

12. Wrapping Up and Final Thoughts (00:58:02)