What I Would Do Differently If I Had To Start All Over Again

In this solo episode, Alyssa Lang covers the things she would have done differently if she were to start her bookkeeping firm all over again. She discusses he 5 core tips and in what order to implement them into a bookkeeping firm and so much more.

In this episode you’ll hear:

• What project management system I would have implemented from the beginning
• What documentation to have as your business grows
• Importance of getting solid contracts from the beginning
• What banking strategy that has changed the game for my firm
• How pricing right helps us all create a positive industry standard

Resources mentioned in this episode:

⚙️ My Tech Stack at Magnetic Bookkeeping

⚙️ Asana

💻 Kickoff with Asana for Bookkeepers & Accountants

⚙️ ClickUp ⚙️ Keeper

⚙️ Xenett

📚 Free Asana Guide (10 Simple Steps to Managing Your Clients in Asana)

⚙️ Loom

📝 Linsey Shae Consulting (use code WFQ10 for 10% off)

• Bookkeeper Legal Template which provides 4 different services  - Bookkeeper Services Template
• Bookkeeper Bundle Agreement which includes the Referral partnership agreement, Independent Contract Agreement, Website policies, and an NDA.  Bookkeeper Bundle Template

📚 Profit First by Mike Michalowicz

🏦 Relay

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

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Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com