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

The Power of Notion in Organizing and Scaling Your Accounting Business with Diana Lunzer

Alyssa Lang interviews Diana Lunzer, a productivity and systems expert and certified Notion consultant, on the transformative power of Notion for bookkeepers, accountants, and business owners seeking streamlined operations. Alyssa and Diana explore how Notion can enhance workflow efficiency, reduce overwhelm, and serve as a centralized hub of information, along with practical tips for making the most of this versatile tool.In this episode you’ll hear:Why Notion is a powerful tool for productivity and systems in businesses and personal lifeWhat the key differences are between Notion and other project management tools like AsanaHow Notion can be customized to meet unique business needs and improve workflowsAbout our guest:Diana Lunzer is a Productivity & Systems Expert, and a Certified Notion Consultant. She turns founders into productive powerhouses, so they can great their 7-figure empire. She is a 2x founder, on a mission to help fellow ambitious business owners who feel overwhelmed as they scale their companies. Diana is passionate about helping founders and their teams get organized and spend their time more intentionally, to scale and make more money, while enjoying the ride! She specializes in identifying where your business is leaking time and money. Diana uncovers your productivity gaps and system inefficiencies, then uses tools like Notion, Zapier, and Manychat to help your business scale with more organization, peace, and profit.Connect with Diana Lunzer:Follow her on Instagram: @DianaLunzer Subscribe to her YouTube channel: https://www.youtube.com/@dianalunzer Subscribe to herFounder’s Flow newsletter: https://tally.so/r/mVZyaJ Visit her Flow State website to learn more: www.flowwithsystems.comResources mentioned in this episode:Here is a list of all the resources, tech, books, podcasts, etc., mentioned in the episode:👥 Goal Digger Podcast Facebook Group⚙️ Notion⚙️ Asana💻 Breakthrough for Bookkeepers & Accountants📱 AnyList AppThanks 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, @workflowqueenFor 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.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com

The Conversations You’re Avoiding Are Costing You: How to Have Tough Talks with Your Team

In this solo episode, Alyssa Lang covers the intricacies of handling difficult conversations within your bookkeeping or accounting practice. Alyssa breaks down practical steps on preparing for hard dialogues, using data-driven approaches, and creating impactful outcomes, ensuring you nurture not only a productive team but also foster personal growth as a leader!In this episode you’ll hear:How to prepare for hard conversations with your team using a step-by-step frameworkWhy hard conversations are essential for avoiding business bottlenecks and fostering growthWhat steps to take to evaluate the root cause before having a hard conversationHow to use data and KPIs instead of emotions to guide tough discussionsWhat performance improvement plans entail and when to let someone goResources mentioned in this episode:💻 Breakthrough for Bookkeepers & Accountants⚙️ Notion 👉🏼 Sign up for The Removable CEO Workshop on February 25th @ 12pm EST!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, @workflowqueenFor 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.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com

The Hard Truth About Leadership: What It Really Takes to Scale

In this solo episode, Alyssa Lang covers the five key pillars of leadership essential for building a scalable and profitable firm. Alyssa dives into mindset shifts, creating the right offers, implementing efficient systems, nurturing an empowering company culture, and becoming truly removable, guiding listeners on their journey from overwhelmed business owner to confident leader!In this episode you’ll hear:What are the five key pillars of leadership to create a scalable and profitable firmHow to identify and overcome challenges when hiring team membersWhy profitability is essential for gaining freedom in your businessHow to use clear expectations and track KPIs for effective team managementWhat mindset shifts are necessary to transform from an overwhelmed business owner to a confident leaderResources mentioned in this episode:🧡 Join our FREE POWER to Breakthrough Bootcamp (2/17 - 2/21)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, @workflowqueenFor 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.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com

Why Your Story Matters: Using Brand Videos to Attract Dream Clients with Mariana Henninger

About our guest:Mariana is a former Emmy award-winning filmmaker, founder of Brandmagnetic.com. She's obsessed with Emotional Marketing and specializes in helping online business owners create instant personal and emotional connection and increase conversions using a 2-3 minute Brand Video.Connect with Mariana Henninger:Follow her on Instagram: http://instagram.com/brandmagnetic Connect with her on LinkedIn: http://linkedin.com/in/marianahenninger Email her: hello@brandmagnetic.comResources mentioned in this episode:📄 The Ultimate Cheat Sheet for a Brand Story That Converts 📹 Watch Mariana’s brand video here 🏆 Heather Sager speaking coachThese resources and connections from the episode offer great insights into emotional marketing and building trust in your brand.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, @workflowqueenFor 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.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com

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

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 wrongWhat steps to take to fix year-end bottlenecks and improve workflows for the futureWhy creating templates and specific softwares can streamline client requestsWhen and how to set expectations with clients to ensure smoother year-endResources 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⚙️ AsanaThanks 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, @workflowqueenFor 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.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com