Elevate Your Year-End Process: Tools, Tips, and Client Expectations

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

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

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Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

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Capitole

1. Introduction (00:00:00)

2. Personal Year-End Challenges (00:02:34)

3. Importance of a Year-End Process (00:06:29)

4. Steps for a Smooth Year-End (00:10:43)

5. Creating a Year-End Tax Package (00:15:51)

6. Creating a Year-End Experience (00:16:15)

7. Streamlining 10-99 Preparation (00:21:08)

8. Efficient Tools and Systems for Year-End (00:24:49)

9. Handling Missing Client Information (00:28:08)

10. Key Takeaways and Resources (00:34:15)