Streamlining Client Requests: How Transforming Your Process Can Boost Efficiency and Results with Brooke Swan

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

Alyssa Lang and Brooke Swan, Owner of Clarity Bookkeeping & Consulting, chat about changing client management through effective systems like Content Snare. Alyssa and Brooke uncover how this tool transforms the often-overwhelming task of client interactions into a streamlined, stress-free experience, making it a game changer for bookkeeping and accounting professionals!

In this episode you’ll hear:

• How Alyssa and Brooke struggled with ineffective systems and how that’s changed since then
• What software to use for client information requests
• Why manual processes can cause stress and how our solution can alleviates that
• How our upcoming course Effortless Client Request can streamline your client requests

About our guest:

Brooke Swan is the founder and CEO of Clarity Bookkeeping & Consulting. She started her firm in 2018 with the goal of helping business owners not only understand their finances, but enjoy a better work-life balance and helping them build the business of their dreams. Through their advisory services and creative strategic approaches, Clarity has helped hundreds of business owners reach their goals!

Brooke operates her firm on a 4-day work week that values efficiency, collaboration, and positivity which also allows her team to enjoy a better work-life balance as well! Brooke has a burning desire to help others and has been coaching other bookkeeping business owners for years. She now exclusively coaches with Team Workflow Queen in their Breakthrough program.

Connect with Brooke Swan:

Check our her website: https://www.claritybkpg.com/

Resources mentioned in this episode:

⚙️ Content Snare

⚙️ Asana

💻 Effortless Client Requests for Bookkeepers & Accountants

⚙️ Zapier

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

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Chương

1. Introduction and Episode Overview (00:00:00)

2. Meet Brooke Swan (00:02:00)

3. Efficiency in a Four-Day Work Week Firm (00:04:29)

4. The Pain Points of Client Follow-Up (00:05:53)

5. Discovering Content Snare (00:08:48)

6. How Content Snare Transforms Client Requests (00:12:48)

7. Favorite Features of Content Snare (00:22:29)

8. Software Limitations and Cost Concerns (00:24:17)

9. Favorite Feature: Conditional Questioning (00:24:59)

10. Client Experience and Efficiency (00:28:01)

11. Customizable Email Sequences (00:30:26)

12. Introducing the Content Snare Course (00:35:21)

13. Benefits of Content Snare (00:39:03)

14. Final Thoughts and Future Episodes (00:42:08)