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The Ambitious Bookkeeper Podcast · June 1 · 56 min

241 ⎸ The State of Virtual Bookkeeping Industry with Alyssa

I'm joined in person by my biz bestie Alyssa Lang of Workflow Queen, and we are SO pumped to talk about the return of the Virtual Bookkeeper Industry Survey round two, baby! We're going bigger, better, and more intentional this time around, with a goal of 2,500 responses, a charity donation tied to Make-A-Wish Foundation, and a brand new interactive data bot that lets you dig into the results yourself. Oh, and we may have gone down a rabbit hole or two about AI, pricing, and what it actually means for running a boutique firm. You're welcome. In this episode you’ll hear: A breakdown of the survey format, what questions changed from last year, how this data compounds over time, and why your honest answers help the whole industry How AI should actually be affecting your pricing How people are (and aren't) implementing AI in their firms, and the offshoring and automation data we're dying to dig into The trust recession around AI, what it means for your client relationships Resources mentioned in this episode: TAKE the Survey: https://www.ambitiousbookkeeper.com/survey Or take it Here: https://www.workflowqueen.com/survey Last Year’s Results: https://youtu.be/L0nwFo5A7xM Connect with Alyssa 🌐 Website: workflowqueen.com 📱 IG: @workflowqueen 🎙️ Podcast: Conquering Workflows & Systems with the Workflow Queen 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 @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: https://www.ambitiousbookkeeper.com Follow the Blog: https://www.ambitiousbookkeeper.com/blog Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper Connect on Threads: https://www.threads.net/@ambitiousbookkeeper Connect on Facebook: https://www.facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc Descript: https://get.descript.com/u7lubkx09073 (affiliate link) Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)

0:00 · Introduction-56:32

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I'm joined in person by my biz bestie Alyssa Lang of Workflow Queen, and we are SO pumped to talk about the return of the Virtual Bookkeeper Industry Survey round two, baby! We're going bigger, better, and more intentional this time around, with a goal of 2,500 responses, a charity donation tied to Make-A-Wish Foundation, and a brand new interactive data bot that lets you dig into the results yourself. Oh, and we may have gone down a rabbit hole or two about AI, pricing, and what it actually means for running a boutique firm. You're welcome.

In this episode you’ll hear:

  • A breakdown of the survey format, what questions changed from last year, how this data compounds over time, and why your honest answers help the whole industry
  • How AI should actually be affecting your pricing
  • How people are (and aren't) implementing AI in their firms, and the offshoring and automation data we're dying to dig into
  • The trust recession around AI, what it means for your client relationships

Resources mentioned in this episode:

Connect with Alyssa

🌐 Website: workflowqueen.com

📱 IG: @workflowqueen

🎙️ Podcast: Conquering Workflows & Systems with the Workflow Queen

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 @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

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