Efficient Bookkeeping Workflow Automation: Key Tools and Strategies

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

In this solo episode, Alyssa Lang covers the power of automating your systems and processes to better serve your bookkeeping and accounting clients. She covers different apps and softwares to use to help automation things in your business and the key tools Alyssa uses to streamline her processes.

In this episode you’ll hear:

• How automation of your workflows and systems can support your business
• What 3rd party software she recommends to uplevel your automation
• Why process mapping is a key component to being more efficient

Resources mentioned in this episode:

⚙️ Zapier

🎓 Zapier University

⚙️ Anchor

⚙️ Miro

💻 Breakthrough for Bookkeepers & Accountants

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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

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Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

💸 Check out Plooto for receiving payments from clients that will save you a TON of money on fees (www.workflowqueen.com/plooto)

Kapitel

1. Introduction (00:00:00)

2. What is Automation? (00:01:56)

3. Zapier, Notion, Dubsado and other Softwares (00:03:46)

4. Process Mapping (00:10:28)

5. Documentation and Implementation of Automations (00:18:16)

6. Conclusion (00:23:03)