How to Set Boundaries with Your Team, Clients and Yourself

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

In this solo episode, Alyssa Lang covers the importance of setting strong boundaries for leaders in the bookkeeping and accounting industries. Alyssa emphasizes how boundaries foster structure, clarity, and respect within your business, highlighting the benefits of saying no, defining roles, and promoting accountability to create a healthier and more sustainable work environment.

In this episode you’ll hear:

• Why setting boundaries is essential for business growth
• How good leaders use boundaries to protect time, energy, and space for themselves and their teams
• What strategies to implement for effectively setting boundaries with clients and team members
• How to empower your team by shifting responsibilities and avoiding being the bottleneck

Resources mentioned in this episode:

💻 Breakthrough for Bookkeepers & Accountants

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, @workflowqueen

For 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.com

Check out our courses: workflowqueen.com/courses

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Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

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Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com

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1. Introduction (00:00:00)

2. Personal Experiences with Boundaries (00:02:10)

3. Creating Structure and Clarity (00:03:26)

4. Empowering Your Team (00:04:24)

5. Practical Tips for Setting Boundaries with Your Team (00:05:55)

6. Setting Boundaries with Clients (00:13:10)

7. Communicating Boundaries Effectively (00:15:16)

8. Handling Client Requests Beyond Scope (00:17:12)

9. Communicating Scope and Fees (00:18:06)

10. Setting Boundaries with Clients (00:19:28)

11. Firing the Wrong Clients (00:20:13)

12. Personal Boundaries and Self-Care (00:21:30)

13. Overcommitting and Learning to Say No (00:22:59)

14. Creating CEO Time (00:24:02)

15. Detaching Self-Worth from Work Hours (00:25:15)

16. Permission to Unplug (00:26:09)

17. Respecting Boundaries and Losing People (00:27:11)

18. Final Thoughts and Program Invitation (00:30:18)