October 29th
🎉 Welcome Party 🎉
For the direct link to the live video, to see the comments, click here.
If you have any questions that you don't want to ask publicly, email us at: support@workflowqueen.com
Workflows Made Simple Challenge
Resources + Videos
*Videos & resources will be added each day of the challenge on this page
October 30th
Day 1: Workflows... Wait... What?
For the direct link to the live video, to see the comments, click here.
If you have any questions that you don't want to ask publicly, email us at: support@workflowqueen.com
To properly download your workbook for your use, follow the directions:
👉 Click on the 'DOWNLOAD THE WORKBOOK!' button below
👉 Click on 'File'
👉 Click on 'Make a Copy'
👉 Save the document to your Drive OR download it to your computer
✨ DO NOT request access to the document, as the request will be denied
*If you want a chance to be selected for me to review + optimize your
workflow during day two's lesson, please make sure to submit it by
10PM EST on 10/30
Take Day 1's quiz for a chance to win a $30 cash prize!!
* Last chance to take the quiz is tomorrow, October 31st at 8:00AM EST to be eligible to win!
Join us via Zoom for the Live Q&A at 5PM EST 👉 Click here
Live Q&A sessions are also live streamed to the private challenge Facebook Group, here at 5PM EST.
*If you can't make it, I encourage you to still submit your questions to ensure that I answer them and then you can catch the replay
Links referenced during Live Teaching Session:
✨ Subscribe and listen to our Conquering Workflows & Systems for Bookkeepers & Accountants podcast 👉🏼 Click Here
✨ Melissa Honana who specializes in Sales for bookkeepers 👉🏼 Click Here
Day 1: Live Q&A Replay
For the direct link to the live video, to see the comments, click here.
If you have any questions that you don't want to ask publicly, email me at: support@workflowqueen.com
Links referenced during Live Q&A:
✨ Loom: screenrecording software 👉🏼 Click Here
✨ Asana for Gmail extension 👉🏼 Click Here
October 31st
Day 2: Get a GRIP on your Workflows!
For the direct link to the live video, to see the comments, click here.
If you have any questions that you don't want to ask publicly, email me at: support@workflowqueen.com
To properly download your workbook for your use, follow the directions:
👉 Click on the 'DOWNLOAD THE WORKBOOK!' button below
👉 Click on 'File'
👉 Click on 'Make a Copy'
👉 Save the document to your Drive OR download it to your computer
✨ DO NOT request access to the document, as the request will be denied
Take Day 2's quiz for a chance to win a $50 cash prize!!
* Last chance to take the quiz is tomorrow, November 1st at 8:00AM EST to be eligible to win!
Join us via Zoom for the Live Q&A at 5PM EST 👉 Click here
Live Q&A sessions are also live streamed to the private challenge Facebook Group, here at 5PM EST.
*If you can't make it, I encourage you to still submit your questions to ensure that I answer them
and then you can catch the replay
Links referenced during Live Teaching Session:
✨ Kate's Optimized Workflow 👉 Click Here
✨ 6 Essential Questions PDF 👉 Click Here
✨ The Motherload of Email & Form Swipe Files for Bookkeepers & Accountants 👉 Click Here
✨ Loom: Screenrecording Software 👉 Click Here
✨ Horkey Handbook 👉 Click Here
✨ Clockify 👉 Click Here
✨ Serena Shoup's Pricing for Profit mini course 👉 Click Here
✨ Tech Stack 👉 Click Here
Workflows optimized + edited live:
-
Make sure to click File -> Make a Copy to use as reference
*First page of the Google Doc is the original workflow and the last page is the optimized workflow (refer to Day 2 Teaching Session for a verbal walkthrough + a behind-the-scenes look of adding this to Asana)
✨ Kate's workflow 👉 Click here
Day 2: Live Q&A Replay
For the direct link to the live video, to see the comments, click here.
If you have any questions that you don't want to ask publicly, email me at: support@workflowqueen.com
Links referenced during Live Q&A:
✨ Serena Shoup’s (Ambitious Bookkeeper) Pricing for Profit mini course 👉 Click Here
✨ Sign up for Notion 👉 Click Here
✨ Veronica Wasek's 5MB Academy 👉 Click Here
✨ Veronica Wasek's Smart Review Checklist 👉 Click Here
✨ Alyssa Lang's tech stack at Magnetic Bookkeeping & Consulting 👉 Click Here
November 1st
Day 3: Goals & Tech Stacks
For the direct link to the live video, to see the comments, click here.
If you have any questions that you don't want to ask publicly, email me at: support@workflowqueen.com
We announced that we will be doing a Winter Special Promo for $200 OFF Kickoff with Asana for Bookkeepers & Accountants starting on Friday, November 3rd at 1PM EST for those that want to take the next step in this journey. We will be providing more details about the program + breakdown on Friday during our live teaching session at 12PM EST if you want to see if the program is right for you.
We are offering the 1st in line to purchase on 11/3 at 1PM EST -> $250USD + a full refund of the course so you don't want to miss this!
Make sure to add the event to your calendar so you can get the chance to be first in line! The link to sign up for the course is in the 'Add event to calendar' details that you add to your calendar!
Add event to calendar
I've opened up my schedule from today till 11/10 for you to book a call with me
to discuss whether Kickoff with Asana for Bookkeepers & Accountants is the right fit for you!
Schedule a 15 min call with me: https://www.workflowqueen.com/consult-call
To properly download your workbook for your use, follow the directions:
👉 Click on the 'DOWNLOAD THE WORKBOOK!' button below
👉 Click on 'File'
👉 Click on 'Make a Copy'
👉 Save the document to your Drive OR download it to your computer
✨ DO NOT request access to the document, as the request will be denied
Take Day 3's quiz for a chance to win a $75 cash prize!!
* Last chance to take the quiz is tomorrow, November 2nd at 8:00AM EST to be eligible to win!
Join us via Zoom for the Live Q&A at 5PM EST 👉 Click here
Live Q&A sessions are also live streamed to the private challenge Facebook Group, here at 5PM EST.
*If you can't make it, I encourage you to still submit your questions to ensure that I answer them
and then you can catch the replay
*Canva is free to use, but this is an affiliate link which means if you ever decide to upgrade, I get a small commission for referring you
Links referenced during Live Teaching Session:
✨ Alyssa Lang's tech stack at Magnetic Bookkeeping & Consulting 👉 Click Here
✨ Alyssa Lang's The 5 Core Systems blog post 👉 Click Here
✨ Serena Shoup’s Pricing for Profit mini course 👉 Click Here
✨ Conquering Workflows & Systems Podcast: When Your Clients Don't Get You Everything You Need 👉 Click Here
Day 3: Live Q&A Replay
For the direct link to the live video, to see the comments, click here.
If you have any questions that you don't want to ask publicly, email me at: support@workflowqueen.com
Links referenced during Live Q&A:
✨ Alyssa Lang's tech stack at Magnetic Bookkeeping & Consulting 👉 Click Here
✨ Conquering Workflows & Systems Podcast: Overcoming Burnout 👉 Click Here
✨ Zapier Learn (Zapier training videos) 👉 Click Here
✨ Thomas Frank Explains (Notion tutorials) 👉 Click Here
November 2nd
Day 4: Asana Set Up + Intro
For the direct link to the live video, to see the comments, click here.
If you have any questions that you don't want to ask publicly, email me at: support@workflowqueen.com
Take Day 4's quiz for a chance to win a $100 cash prize!!
* Last chance to take the quiz is tomorrow, November 3rd at 8:00AM EST to be eligible to win!
Join us via Zoom for the Live Q&A at 5PM EST 👉 Click here
Live Q&A sessions are also live streamed to the private challenge Facebook Group, here at 5PM EST.
*If you can't make it, I encourage you to still submit your questions to ensure that I answer them
and then you can catch the replay
Links referenced during Live Teaching Session:
✨ Sign up for Asana 👉 Click Here
✨ Alyssa Lang's tech stack at Magnetic Bookkeeping & Consulting 👉 Click Here
✨ Jolene Fleming's Episode of Conquering Workflows & Systems Podcast 👉 Click Here
✨ Special Winter Promotion for $200 off Kickoff with Asana for Bookkeepers & Accountants starts on 11/3 @ 1PM EST and the 1st in line to purchase at @ 1PM EST will receive $250 USD + a full refund of their course.
Add the event to your calendar 👉 Click Here
Day 4: Live Q&A Replay
For the direct link to the live video, to see the comments, click here.
If you have any questions that you don't want to ask publicly, email me at: support@workflowqueen.com
Links referenced during Live Q&A:
✨ Sign up for Asana 👉 Click Here
✨ Check out Zapier (automation tool) 👉 Click Here
✨ Alyssa Lang's tech stack at Magnetic Bookkeeping & Consulting 👉 Click Here
✨ Conquering Workflows & Systems Podcast: Quality Control 👉 Click Here
✨ Conquering Workflows & Systems Podcast: Client Communication 👉 Click Here
✨ Special Winter Promotion for $200 off Kickoff with Asana for Bookkeepers & Accountants starts on 11/3 @ 1PM EST and the 1st in line to purchase at @ 1PM EST will receive $250 USD + a full refund of their course.
Add the event to your calendar 👉 Click Here
November 3rd
Day 5: Bringing it all Together!
For the direct link to the live video, to see the comments, click here.
If you have any questions that you don't want to ask publicly, email me at: support@workflowqueen.com
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Enroll today for $200 off + instant access!
This is a self paced program with student support and all the things you'll need to manage your firm!
On the fence about joining Kickoff with Asana for Bookkeepers & Accountants? 😬
I've opened up my schedule from today till 11/10 for you to book a call with me
to discuss whether Kickoff with Asana for Bookkeepers & Accountants is the right fit for you!
Schedule a 15 min call with me: https://www.workflowqueen.com/consult-call
Take Day 5's quiz for a chance to win a $150 cash prize!!
* Last chance to take the quiz is tomorrow, November 4th at 8:00AM EST to be eligible to win!
Join us via Zoom for the Live Q&A at 5PM EST 👉 Click here
Live Q&A sessions are also live streamed to the private challenge Facebook Group, here at 5PM EST.
*If you can't make it, I encourage you to still submit your questions to ensure that I answer them
and then you can catch the replay
Links referenced during Live Teaching Session:
✨ Join Kickoff with Asana for Bookkeepers & Accountants NOW for $200 off 👉 Click Here
✨ Alyssa Lang's tech stack at Magnetic Bookkeeping & Consulting 👉 Click Here
✨ Check out Notion 👉 Click Here
✨ Conquering Workflows & Systems Podcast: Client Communication 👉 Click Here
Day 5: Live Q&A Replay
For the direct link to the live video, to see the comments, click here.
If you have any questions that you don't want to ask publicly, email me at: support@workflowqueen.com
Links referenced during Live Q&A:
✨ Join Kickoff with Asana for Bookkeepers & Accountants NOW for $200 off + bonuses (must sign up by 11:59PM EST 11/6 to get additional bonuses) 👉 Click Here
Bonus: Live Q&A Replay
For the direct link to the live video, to see the comments, click here.
If you have any questions that you don't want to ask publicly, email me at: support@workflowqueen.com
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