Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
«
»
Spotting & Solving Your Business’s Core Issues for Bookkeepers & Accountants
Manage episode 435152726 series 3439732
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: August 19th - August 23rd
Chapters
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 (00:27:25)
17. Testing and Continuous Improvement (00:29:19)
18. Final Thoughts and Bootcamp Invitation (00:32:57)
81 episodes