How to Creating a Stress-Free Holiday Closure for Bookkeepers & Accountants

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

In this solo episode, Alyssa Lang dives into the details of holiday closures, offering insight on efficiently managing your bookkeeping or accounting firm during this time of the year. Alyssa explains the importance of prepping your clients, effective implementation of holiday pay policies, and using downtime for strategic planning and personal projects, ensuring a smooth and beneficial break for you, your team and clients.

In this episode you’ll hear:

• What to do to prepare your firm for a smooth holiday closure
• How to handle team pay fairly during time off and holiday closure
• Why holiday downtime benefits you and your team
• What you can do during holiday closure to recharge and move the needle forward

Resources mentioned in this episode:

💻 Breakthrough for Bookkeepers & Accountants 💻 Effortless Client Requests for Bookkeepers & Accountants

☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm

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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Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

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Bab

1. Introduction (00:00:00)

2. Informing Clients About Holiday Closure (00:02:22)

3. Managing Client Work and Team Projects (00:07:44)

4. Using Closure for Personal Projects (00:15:16)

5. Determining Holiday Pay for Your Team (00:22:14)

6. Conclusion and Upcoming Episode Teaser (00:28:20)