Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on streamlining client communication and boosting efficiency through automation tools like Content Snare. Alyssa and Brooke explore how ditching emails for client interaction can save mental bandwidth, improve client relationships, and enhance business growth!In this episode you’ll hear:Why Alyssa and Brooke stopped relying on emails for getting info from clientsHow Content Snare streamlines and automates client requests and follow-upsWhat benefits you can experience from using Content Snare with your clientsHow automating tasks saves time and mental bandwidthWhy setting clear deadlines is essential for client expectations and timely submissionsAbout our guest:Brooke Swan is the founder and CEO of Clarity Bookkeeping & Consulting. She started her firm in 2018 with the goal of helping business owners not only understand their finances, but enjoy a better work-life balance and helping them build the business of their dreams. Through their advisory services and creative strategic approaches, Clarity has helped hundreds of business owners reach their goals!Brooke operates her firm on a 4-day work week that values efficiency, collaboration, and positivity which also allows her team to enjoy a better work-life balance as well! Brooke has a burning desire to help others and has been coaching other bookkeeping business owners for years. She now exclusively coaches with Team Workflow Queen in their Breakthrough program.Connect with Brooke Swan:Check our her website: https://www.claritybkpg.com/ ****Follow her on Instagram: @brookeashleyy_Resources mentioned in this episode:💻 Effortless Client Requests for Bookkeepers & Accountants⚙️ Content Snare☎️ Book a Human Design Reading with Brooke Swan at Aligned SelfThanks 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