Spotting & Solving Your Business’s Core Issues for Bookkeepers & Accountants

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

In this solo episode, Alyssa Lang covers … the unexpected challenges and responsibilities that come with being a bookkeeper and accountant, common mistakes she sees in the industry and how to solve your biggest problem in the business.

In this episode you’ll hear:

• How to identify core system issues and where to begin when improving systems
• Why focusing on one core process for significant progress is more effective than tackling everything at once
• Common mistakes bookkeepers and accountants make with their system and how to avoid this
• What steps to take to identify and fix your biggest issues

Resources mentioned in this episode:

• ⚙️ Alyssa’s tech stack at Magnetic Bookkeeping
• 💻 Breakthrough for Bookkeepers & Accountants
• 🧡 Sign up our FREE The POWER to Breakthrough Bootcamp: www.workflowqueen.com/bootcamp *Bootcamp dates: August 19th - August 23rd

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

🧡 Sign up our FREE The POWER to Breakthrough Bootcamp: www.workflowqueen.com/bootcamp

*Bootcamp dates: February 17th - February 21st

Kapitler

1. Introduction to the Series (00:00:00)

2. Today's Focus: World-Class Systems (00:00:25)

3. Understanding World-Class Systems (00:01:59)

4. Common System Challenges (00:03:58)

5. Mistakes to Avoid with Systems (00:10:12)

6. Defining Systems in Your Business (00:16:37)

7. Understanding Business Systems (00:17:45)

8. Types of Business Systems (00:17:53)

9. Client Systems and Processes (00:18:12)

10. Core Processes in Business Systems (00:18:57)

11. Sales and Marketing Processes (00:19:25)

12. Operations and Team Systems (00:19:49)

13. Overcoming Overwhelm in Process Management (00:20:15)

14. Identifying Core Systems and Processes (00:21:25)

15. Process Mapping and Documentation (00:24:09)

16. Manual Execution and Automation (00:27:31)

17. Testing and Continuous Improvement (00:29:25)

18. Final Thoughts and Bootcamp Invitation (00:33:03)