100th Episode Special: Ask Me Anything About Scaling a Bookkeeping Firm

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

In this solo episode, Alyssa Lang covers your top questions for our special 100th episode of the podcast. It includes common challenges and strategies for hiring and team management tailored for bookkeepers and accountants. Alyssa dives into the nuances of capacity planning, proactive hiring processes, and innovative methods like project-based assessments, providing listeners with actionable insights to make informed decisions and foster a thriving work environment!
In this episode you’ll hear:

• How to determine the right timing for hiring by using capacity planning
• What options exist for hiring, such as improving efficiency and implementing better systems
• Why maintaining a hiring pipeline and proactive onboarding are vital for team growth
• How to use a project-based assessment for hiring to evaluate problem-solving skills
• What pricing strategies can be set for bookkeeping services

Resources mentioned in this episode:

🎙️ Listen to Episode 90: Pricing for Profitability: How to Make Sure Every Client is Worth It

🎙️ Listen to Episode 76: Pricing for Growth: Aligning Client Fees with Your Business Goals

🎙️ Listen to Episode 75: Unstoppable Mindset: Conquering Fear, Embracing Success, & Elevating Your Business

🎙️ Listen to Episode 35: What I Would Do Differently If I Had To Start All Over Again

🎙️ Listen to Episode 53: Building Your Dream Team: Hiring and Management Tips for Bookkeepers

🎙️ Listen to Episode 89: Exciting News: The New Direction of Workflow Queen – What’s Coming Next!

📚 Read to Blog: How to Build an Internal Training Program for New (and Existing) Team Members

🎙️ Listen to Episode 38: What To Do When Your Clients Don’t Get You Everything You Need
💻 Client Profitability Tracker
💻 Effortless Client Requests program
⚙️ Hubdoc
⚙️ Google Drive
⚙️ Content Snare
⚙️ Asana
⚙️ Loom
💻 Bookkeeper Launch
💻 Breakthrough for Bookkeepers & Accountants group coaching program

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:

💸 Are you ready to take control of your firm’s profitability?
The Client Profitability Tracker helps you analyze margins, adjust rates, and streamline for more profit—all for $97! Stop guessing and start making data-driven decisions.

👉🏼 Grab your Client Profitability Tracker now: workflowqueen.com/profitcheck

Chương

1. Introduction (00:00:00)

2. Q1: Handling Receipts and Pricing Strategies for 2025 (00:05:49)

3. Q2: What is Your Average Price? (00:11:54)

4. Q3:  Best Resources to be Confident in Bookkeeping Skills (00:16:37)

5. Q4: Starting a Bookkeeping Firm: Key Advice (00:22:22)

6. Q5: When to Hire? (00:28:32)

7. Q6: Favorites of 2024? (00:33:43)

8. Q7: Training Programs for New Employees (00:44:15)

9. Q8: Encouraging Client Engagement? (00:48:42)

10. Wrapping Up and Looking Ahead (00:54:24)