All Episodes

July 9, 2025 87 mins

Send us a text

Join Serena and Alyssa Lang, the Workflow Queen, as they dive deep into the results of the first-ever State of Virtual Bookkeeping and Accounting Industry Report! We collected over 200 responses from bookkeepers and accounting firm owners like you, and the data is honestly eye-opening. This isn't your typical corporate survey - this is BY us, FOR us small firm owners.

In this episode you’ll hear:

  • The advisory services reality check - Why 41% of you are probably already doing advisory work but not charging for it
  • The referral marketing machine breakdown - Since 41% of you rely on word-of-mouth referrals, we're sharing specific strategies to systematize and amplify your referral game
  • Team structure insights - Why so many are working full-time but haven't built a team yet
  • Client capacity breakdown - 26% are serving 20+ clients, and we're breaking down how that's even possible
  • Industry positioning trends - What people are calling themselves and their businesses

Resources mentioned in this episode:

Connect with Alyssa:

🌐 Website: workflowqueen.com

📱 IG: @workflowqueen

🎙️ Podcast: Conquering Workflows & Systems with the Workflow Queen

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 @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

Get access to the Dubsado Decoded Private Podcast Series here>>

Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

Mark as Played

Advertise With Us

Popular Podcasts

Stuff You Should Know
24/7 News: The Latest

24/7 News: The Latest

The latest news in 4 minutes updated every hour, every day.

Crime Junkie

Crime Junkie

Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.