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July 9, 2025 88 mins

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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

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