The Alyssa & Serena Show Part 2

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

This interview episode is Part 2 of The Alyssa + Serena Show with my biz bestie, Serena Shoup from Ambitious Bookkeeper. We talk about managing clients, offering advisory services, and the importance of SOPs in your bookkeeping firm. From practical business advice to lighthearted banter, you’ll wanna tune in to elevate your bookkeeping game!
In this episode you’ll hear:

• What the difference is between consulting and advisory services
• Strategies for hiring and delegating tasks to your team
• How to efficiently communicate advisory services to your clients
• How to acknowledge and embrace personal life season
• What methods are available to document processes in your firm

About our guest:

Serena Shoup is a corporate CPA turned bookkeeping business CEO, mentor for other bookkeepers + accountants, mom of 3, and a closet musician! She built her business as a Sidehustle to motherhood when she left corporate to have her second daughter. She’s passionate about helping business owners become CEOs and take control of their money.

Serena is the owner and founder of Ambitious Bookkeeper and Of Course Bookkeeping and she’s on a mission to change the way the industry operates!
Connect with Serena Shoup:

Visit her website: ambitiousbookkeeper.com

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa
Resources mentioned in this episode:

⚙️ Content Snare

⚙️ Loom

⚙️ Tango

⚙️ Scribe How

⚙️ Notion

💻 Breakthrough for Bookkeepers & Accountants

💻 Workflows in a Weekend for Bookkeepers & Accountants

💻 Elevate by Serena Shoup

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

Capitoli

1. Introduction (00:00:00)

2. Seasons of Life and Business (00:03:14)

3. Proactive Delegation (00:27:36)

4. Understanding Roles and Tasks (00:32:43)

5. Building Job Descriptions and Resources (00:33:07)

6. Proactive Delegation Tips (00:33:51)

7. Team Dynamics and Motivation (00:35:14)

8. Advisory Services Insights (00:38:51)

9. The Value of Client Communication (00:42:55)

10. Advisory Services Simplified (00:45:24)

11. Fun and Games with Alyssa (00:54:30)

12. Wrapping Up and Final Thoughts (00:58:22)