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: https://contentsnare.com/#_r_serena58 (affiliate link)
Loom: https://www.loom.com
Tango: https://tango.cello.so/UZn6W79rj9D (affiliate link)
Scribe: https://scribehow.com
Notion: https://notion.grsm.io/jsoc55exibk9 (affiliate link)
Breakthrough: https://serenashoup.krtra.com/t/IKUxt... (affiliate link)
Workflows in a Weekend: https://serenashoup.krtra.com/t/1YCtq... (affiliate link)
Elevate: https://www.ambitiousbookkeeper.com/e...

*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!

After being in the accounting world for five years, Alyssa struggled with streamlining her practice. She felt frustrated and nervous and couldn't sleep at night not knowing where her client work would come from. She was overwhelmed by all the daily tasks, lost track of work and just couldn't keep up.

Alyssa hit a wall and decided to make a change, so she started to automate her practice by creating workflows, systems and processes. She was then able to run her practice and take on more clients, scale and provide excellent service in the process!

These days Alyssa’s a full-time educator. She’s also an Asana Certified Pro and her courses and resources have helped hundreds of bookkeepers and accountants worldwide!

*Connect with Alyssa*
🌐 Website: http://workflowqueen.com
📱 IG:   / workflowqueen  
🎙️ Podcast: Conquering Workflows & Systems with the Workflow Queen: https://podcasts.apple.com/us/podcast...

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: https://www.ambitiousbookkeeper.com
Follow the Blog: https://www.ambitiousbookkeeper.com/blog
Connect on Instagram:   / ambitiousbookkeeper  
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*Podcast Publishing Tools we use:*
Podcast Editing: Sabr Media LLC: https://www.iangilliam.com/sabr-media...
Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
Buzzsprout: https://www.buzzsprout.com/?referrer_... (affiliate link)