• The Alyssa & Serena Show Part 2
    Aug 15 2024

    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

    🧡 Sign up our FREE The POWER to Breakthrough Bootcamp: www.workflowqueen.com/bootcamp
    *Bootcamp dates: August 19th - August 23rd

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    1 h y 3 m
  • The Alyssa & Serena Show Part 1
    Aug 13 2024

    Alyssa Lang interviews Serena Shoup, her biz bestie and owner of Ambitious Bookkeeper, about reflections on personal and professional experiences, offering valuable insights and strategies for navigating the world of bookkeeping and entrepreneurship.

    In this episode you’ll hear:

    • What business strategies & approaches Alyssa & Serena have
    • What it’s like to feel overwhelmed and unmotivated after a break
    • How to empower your team members
    • How Alyssa & Serena’s friendship and business relationship evolved
    • What tasks you should be delegating and outsourcing on your team


    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:

    🧡 Join the free POWER to Breakthrough Bootcamp (8/19 - 8/23)

    💻 Watch Serena’s Free Training

    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

    🧡 Sign up our FREE The POWER to Breakthrough Bootcamp: www.workflowqueen.com/bootcamp
    *Bootcamp dates: August 19th - August 23rd

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    1 h y 2 m
  • Pricing for Growth: Aligning Client Fees with Your Business Goals
    Aug 6 2024

    In this episode, Alyssa Lang covers the common mistakes bookkeepers and accountants make when pricing their services and offers, providing insights on reevaluating pricing structures for optimized profitability.

    In this episode you’ll hear:

    • How to reanalyze your current clients and service fees for profitability and growth
    • How to determine your base rate and ideal price, and gradually increasing rates to align with your financial goals
    • Identifying and mastering one core problem at a time to effectively scale your business


    Resources mentioned in this episode:

    🧡 Join our FREE The POWER to Breakthrough Bootcamp (8/19 - 8/23)

    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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    22 m
  • Unstoppable Mindset: Conquering Fear, Embracing Success, & Elevating Your Business
    Jul 30 2024

    In this solo episode, Alyssa Lang covers overcoming mindset blocks, shifting self-talk for success, creating solutions to break through mental barriers, and aligning your business with your next-level self.

    In this episode you’ll hear:

    • What mindset blocks and things you tell yourself that have gotten in the way of your success
    • How to shift what you tell yourself and your mindset to get to the next level
    • What solutions to create in order to break through your mindset issues
    • How to align your business with the next level version of yourself

    Resources mentioned in this episode:

    🧡 Join our FREE POWER to Breakthrough Bootcamp (8/19 -8/23)

    📚 The Way of Integrity by Martha Beck

    ⚙️ Notion

    💻 Breakthrough for Bookkeepers & Accountants

    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

    🧡 Sign up our FREE The POWER to Breakthrough Bootcamp: www.workflowqueen.com/bootcamp
    *Bootcamp dates: August 19th - August 23rd

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    39 m
  • Stress Relief Techniques & Mindful Movement for Business Owners with Nicole Staples
    Jul 23 2024

    Alyssa Lang interviews Nicole Staples, Owner and Founder of Nicole Staples Yoga, on all things yoga, movement, breath control and so much me specifically tailored for entrepreneurs like you. Alyssa and Nicole deep dive into creating more control and less stress, creating a team space that encourages movement and connection and so much more!

    In this episode you’ll hear:

    • Why you should pour into yourself to better serve your clients
    • Techniques to control your breathing and center yourself for entrepreneurs
    • How to encourage your team to move and destress together to connect

    About our guest:

    Nicole Staples embarked on a transformative yoga journey in 2017, completing a 200 hour Yoga Teacher Training at Blue Osa in Puerto Jimenez, Costa Rice. Since then she’s been sharing the joy of yoga through personalized Vinyasa sessions, focusing on alignment and body awareness to connect the mind body and spirit. She believes that movement in the body and breath calms the mind. Nicole’s mission is to empower other entreprenuers to discover the transformative power of yoga for a healthier and more fulfilling life and balance between themselves and business!

    Connect with Nicole Staples:

    Send her an Email: support@nicolestaplesyoga.com
    Follow her on YouTube: @NicoleStaplesYogaandWellness Follow her on Instagram: @nicolestaplesyoga

    Check out her Website: https://www.nicolestaples.yoga/

    Resources mentioned in this episode:

    🧘🏽‍♀️ Sign up for Nicole’s FREE 7 Day Self Care Challenge 🧘🏽‍♀️ Check out Nicole’s 30 Day Bird of Paradise Challenge on YouTube

    💻 Breakthrough for Bookkeepers & Accountants

    🏠 Breakthrough In Person Retreat

    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

    🧡 Sign up our FREE The POWER to Breakthrough Bootcamp: www.workflowqueen.com/bootcamp
    *Bootcamp dates: August 19th - August 23rd

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    37 m
  • Identifying Team Issues and Making Strategic Changes for Success
    Jul 16 2024

    In this solo episode, Alyssa Lang answers a question that was submitted by one of our Instagram followers who asked, “How do you decide when and how to make changes in your team when things aren’t working out?” and that is exactly what is covered in this episode.

    In this episode you’ll hear:

    • How to identify when things are not working out with a team member
    • How to help set up your team for success and measure their KPIs to ensure they are on track
    • How to identify what areas your team needs improvement to succeed
    • How to hire the best fit team member and let go of the ones that do not support the company

    Resources mentioned in this episode:

    ⚙️ Notion

    💻 Breakthrough for Bookkeepers & Accountants

    ☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm

    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

    🧡 Sign up our FREE The POWER to Breakthrough Bootcamp: www.workflowqueen.com/bootcamp
    *Bootcamp dates: August 19th - August 23rd

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    29 m
  • How to Create an Aligned Business and Life with Ashley Strong Smith
    Jul 2 2024

    Alyssa Lang interviews Ashley Strong Smith, Intentional Living Coach, Author + Host of Living an Intentional Life Podcast. Alyssa and Ashley dive deep into how to align with yourself, your business and your friends and family without burning out and how to live an intentional life.

    In this episode you’ll hear:

    • How to align with what you want in business, life and for friends and family
    • How to pivot when life takes you down different paths and allow it to unfold in front of you
    • What practical steps you should be taking to know that you’re living in your truth
    • Why doing the internal work is one of the most important things you can do for yourself

    About our guest:

    Ashley Strong Smith has spent the past 15 years living in expansive inquisitiveness. Eagerly asking herself lives deepest questions, intentionally + courageously creating the space to live the very honest, vulnerable, raw, life-enhancing answers.

    Ultimately bringing her to a deep place of passion and purpose, intentionality and authenticity, vulnerability and courage. Finding her place in this world, where she finally feels she truly belongs.

    She is a multi-passionate woman - An entrepreneur holding space for three expressions (Intentional Living Coach, Author + Host of Living an Intentional Life Podcast), a fire-wife to a South African immigrant who she met in Tanzania, a mom to a four year-old radiant soul + 2 big puppies + 2 cats, a certified yoga instructor, a mountain-dweller, an adventure seeker, a connector and traveler of this world - living in 4 countries, visiting another 10, and an additional 15 States.

    She is a pursuer of dreams writing her first book, “From Seed to Soar : A guide to connect to your heart, nurture your dreams and cultivate inner belonging.” Mostly, she is an insanely curious soul letting the parameters of this very curiosity, know no limits.

    After-all, she believes we are limitless.

    Connect with Ashley Strong Smith:

    Follow her on Instagram: www.instagram.com/ashleystrongsmith_

    Listen to her Living an Intentional Life Podcast: https://podcasts.apple.com/us/podcast/living-an-intentional-life-podcast/id1648573252

    Resources mentioned in this episode:

    💻 5 steps to discover your dreams FREE masterclass 📖 Creating a Heart-Centered Foundation Workbook

    📚 The Code of the Extraordinary Mind by Vishen Lakhiani

    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

    🧡 Sign up our FREE The POWER to Breakthrough Bootcamp: www.workflowqueen.com/bootcamp
    *Bootcamp dates: August 19th - August 23rd

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    49 m
  • Handling Past Due Books: Setting Expectations, Additional Pricing, and Client Communication
    Jun 25 2024

    In this solo episode, Alyssa Lang covers a question that was submitted by @vautourgroupllc_accounting on our Instagram account. The question they submitted was, “How do you handle the process to later catch up past months books once you do get the information? What are the expectations, additional pricing and do you resend the financial statements?”

    In this episode you’ll hear:

    • How to evaluate the ways you request information from clients
    • What expectations to set in place with your clients on ensuring information gets to you in a timely manner
    • What additional pricing to layer into your services for past due information
    • What to do with the financial statements from the past that need to be fixed

    Resources mentioned in this episode:

    ⚙️ Keeper

    ⚙️ Xenett

    💻 Breakthrough for Bookkeepers & Accountants

    👩🏼‍⚖️ Linsey Shae Consulting (lawyer I use and recommend) - use code WFQ10 for 10% off services and templates

    📄 Bookkeeper Legal Template which provides 4 different services - use code WFQ10 for 10% off

    📄 Bookkeeper Bundle Agreement which includes the Referral partnership agreement, Independent Contract Agreement, Website policies, and an NDA - use code WFQ10 for 10% off

    ⚙️ Content Snare

    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

    🧡 Sign up our FREE The POWER to Breakthrough Bootcamp: www.workflowqueen.com/bootcamp
    *Bootcamp dates: August 19th - August 23rd

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    25 m