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 workflowsWhy clear client communication and setting expectations are vital for timely submissionsHow to use tools like Asana, Content Snare, and Notion for streamlined year-end processesWhen to start 1099 preparation to avoid end-of-year chaos and ensure timely complianceResources 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⚙️ NotionThanks 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, @workflowqueenFor 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.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam: iangilliam.com