Lessons from Year-End: What Worked, What Didn’t, and What to Improve

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

In this solo episode, Alyssa Lang covers essential strategies for improving year-end workflows for bookkeepers and accountants. Alyssa discusses practical ways to reflect on past processes, create plans to address bottlenecks, and leverage tools like Content Snare to automate client communication, ensuring a smoother and more efficient year-end experience in the future.

In this episode you’ll hear:

• How to conduct a year-end debrief to identify what went right and wrong
• What steps to take to fix year-end bottlenecks and improve workflows for the future
• Why creating templates and specific softwares can streamline client requests
• When and how to set expectations with clients to ensure smoother year-end

Resources mentioned in this episode:

👉🏼 Join our FREE POWER to Breakthrough Bootcamp (Feb 17th - Feb 21st)

⚙️ Content Snare

💻 Effortless Client Requests for Bookkeepers & Accountants 💻 Breakthrough for Bookkeepers & Accountants

⚙️ Notion

⚙️ Asana

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 at Sabr Media: sabrmediallc.com

Chapters

1. Introduction (00:00:00)

2. Reflecting on Year-End Chaos (00:02:01)

3. Invitation to Power to Breakthrough Bootcamp (00:02:52)

4. Personal Challenges and Team Dynamics (00:03:30)

5. Dealing with External Disruptions (00:06:11)

6. Year-End Debrief Strategy (00:09:08)

7. Fixing Year-End Bottlenecks (00:13:52)

8. Reflecting on Year-End Challenges (00:17:08)

9. Implementing Changes for Improvement (00:17:24)

10. Effective Use of Notion and Asana (00:18:43)

11. Streamlining Client Communication (00:22:58)

12. Addressing Common Objections (00:28:50)

13. Final Recommendations and Bootcamp Invitation (00:31:00)