Alyssa Lang interviews Erin Pohan, Founder of Upkeeping and WAVE - Seattle, on building supportive communities for women in accounting, finance, and entrepreneurship. Alyssa and Erin explore the transformative power of authenticity, organizing impactful industry events, and fostering long-term connections that challenge traditional norms!

In this episode you’ll hear:

• What exciting live event is happening in Seattle, WA in May of 2025
• How networking and community building can take your business to the next level
• Why this accounting event for women will reshape connections

About our guest:

As Founder of UpKeeping®, Erin is changing the boring stereotypes about accounting and helping business owners truly understand their business finances. Through a customized outsourced accounting subscription service, Erin and her team support entrepreneurs by being their #1 financial concierge/communicator. Erin holds an MS in Accounting from Liberty University and a BS in Accounting from the University of Maryland. When she’s not trying to make accounting more “fun”, Erin loves building community within the industry and convincing accounting students that owning an accounting/bookkeeping firm is the American dream.

Connect with Erin Pohan:

Email Erin Pohan: info@waveseattle.com

Check out her event: https://cec4-erin.systeme.io/0cc9badd

Resources mentioned in this episode:

🎟️ Sign up for the WAVE - Seattle event on May 22, 2025

📧 Have questions about the event? Send an email to info@waveseattle.com

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

💸 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

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

Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on how to efficiently track and manage missing client information. Alyssa and Brooke discuss the practical use of systems like Content Snare and Notion to streamline workflows, maintain clear communication with clients, and prepare for busy season.

In this episode you’ll hear:

• How to keep track of missing information from clients with your team
• Why losing track of client requests can create more work and headaches
• What tools and systems you can use to manage missing client information
• How Content Snare helps provide clear visibility into requested and missing client info

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/ ****

Follow her on Instagram: @brookeashleyy_

Resources mentioned in this episode:

💻 Effortless Client Requests for Bookkeepers & Accountants (Content Snare program)

⚙️ Notion

⚙️ Content Snare

⚙️ Asana

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

Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on client onboarding systems. Alyssa and Brooke chat about the challenges of streamlining onboarding, utilizing tools like Content Snare for efficiency, and reimagining workflows to transform both team dynamics and client experiences!

In this episode you’ll hear:

• What distinguishes your onboarding from your cleanup processes
• How to visually map out processes for better clarity and workflow
• Why separating onboarding and cleanup enhances operational efficiency
• How tools like Asana and Content Snare streamline the onboarding experience

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/ ****

Follow her on Instagram: @brookeashleyy_

Resources mentioned in this episode:

💻 Effortless Client Requests for Bookkeepers & Accountants

💻 Kickoff with Asana for Bookkeepers & Accountants

⚙️ Content Snare

📋 Large sticky notes for planning & processing mapping

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

💸 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

In this solo episode, Alyssa Lang dives into the details of holiday closures, offering insight on efficiently managing your bookkeeping or accounting firm during this time of the year. Alyssa explains the importance of prepping your clients, effective implementation of holiday pay policies, and using downtime for strategic planning and personal projects, ensuring a smooth and beneficial break for you, your team and clients.

In this episode you’ll hear:

• What to do to prepare your firm for a smooth holiday closure
• How to handle team pay fairly during time off and holiday closure
• Why holiday downtime benefits you and your team
• What you can do during holiday closure to recharge and move the needle forward

Resources mentioned in this episode:

💻 Breakthrough for Bookkeepers & Accountants 💻 Effortless Client Requests 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

💸 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

Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on streamlining client communication and boosting efficiency through automation tools like Content Snare. Alyssa and Brooke explore how ditching emails for client interaction can save mental bandwidth, improve client relationships, and enhance business growth!

In this episode you’ll hear:

• Why Alyssa and Brooke stopped relying on emails for getting info from clients
• How Content Snare streamlines and automates client requests and follow-ups
• What benefits you can experience from using Content Snare with your clients
• How automating tasks saves time and mental bandwidth
• Why setting clear deadlines is essential for client expectations and timely submissions

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/ ****

Follow her on Instagram: @brookeashleyy_

Resources mentioned in this episode:

💻 Effortless Client Requests for Bookkeepers & Accountants

⚙️ Content Snare

☎️ Book a Human Design Reading with Brooke Swan at Aligned Self

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

💸 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

In this solo episode, Alyssa Lang covers essential year-end strategies for bookkeepers and accountants. Alyssa shares insights on differentiating year-end tasks from month-end obligations, implementing efficient tools like Asana and Content Snare, and setting clear client expectations, ensuring a seamless and successful year-end process!

In this episode you’ll hear:

• How to differentiate between year-end and month-end tasks for efficient workflows
• Why clear client communication and setting expectations are vital for timely submissions
• How to use tools like Asana, Content Snare, and Notion for streamlined year-end processes
• When to start 1099 preparation to avoid end-of-year chaos and ensure timely compliance

Resources mentioned in this episode:

🎙️ Listen to Episode 40: Uplevel Your Year End Client Experience with Serena Shoup

🎙️ Listen to Episode 2: Adjusting Month End Close Due Dates to Better Manage Client Work with Brooke Swan

⚙️ Alyssa’s tech stack at Magnetic Profits

💻 Elevate by Ambitious Bookkeeper

📝 Brooke Swan’s 1099 Filing & Prep Process

💻 Effortless Client Requests for Bookkeepers & Accountants (Content Snare program)

💻 Breakthrough for Bookkeepers & Accountants

💻 Kickoff with Asana for Bookkeepers & Accountants

⚙️ Track1099 (1099 filing software)

⚙️ Content Snare

⚙️ Asana

⚙️ Canva

⚙️ Loom

⚙️ Notion

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

💸 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

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

💸 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