For bookkeeping & accounting firm owners

You are the SOP. Let's change that.

The SOP Method gives you one place to document, organize, delegate, and maintain the work your firm repeats, so the answer stops living with you.

✓ Notion + Google Sheets✓ Bite-sized walkthroughs✓ Instant access
$197

One payment
Complete SOP system

⇨ Build My SOP System
The SOP Method with Alyssa Lang
The questions keep finding you

The same work keeps coming back because the answer still lives with you.

You have documented pieces of the work. They are scattered, outdated, client-specific, or missing the tiny steps everyone is expected to know.

01

Google Docs titled "Untitled Document" sit in folders you will never find when the question lands.

02

The detailed Loom for Johnson & Co. helps exactly one client and gives the rest of the firm no reusable process.

03

Instructions skip the five steps "everyone knows," until a new person needs to follow them without you.

04

The SOP says to ask Sue. Sue left in May and took the missing answers with her.

Building before your first hire

Your future team needs the structure before the scramble.

More clients mean more details to remember. Document the work while you still have room to build it well, so your first hire can help instead of creating another layer of questions.

Leading a team right now

Your team needs one dependable place to find the answer.

Searchable SOPs, consistent formatting, ownership, and a way to flag stale steps let capable people handle the work without routing every decision back through you.

The complete method

Creating the SOP is one part. The system keeps it usable.

The SOP Method carries each process through four connected stages, from the first walkthrough to the moment your team catches an outdated step.

01 / DOCUMENT

Capture the work

Use one complete template with video, written steps, tools, links, and notes.

02 / ORGANIZE

Make it findable

Store every SOP inside the Notion database or included Google Sheets version.

03 / DELEGATE

Hand it off

Connect the SOP to the work inside the project management tool your firm uses.

04 / MAINTAIN

Keep it current

Let the team flag stale steps in the moment and review those flags every quarter.

Everything inside The SOP Method

One connected system, ready to build with.

Short walkthroughs show you how each piece works. The templates give the work a consistent home. You implement one process at a time.

The SOP Method course portal, database, and templates
01 / HOME

The Notion SOP System

A searchable database structure for storing and organizing SOPs. A Google Sheets version is included.

02 / FORMAT

The Complete SOP Template

One consistent structure with an embedded walkthrough, 2x-speed link, written steps, required tools, and space for edits.

03 / BUILD

How to Document an SOP

A step-by-step method for capturing processes one at a time, with both manual and optional AI-supported paths.

04 / HANDOFF

The Delegation Method

Move the work into your project management system, assign ownership, and let the task leave your plate for good.

05 / REVIEW

The SOP Flagging System

Your team flags outdated instructions while they work. A quarterly review turns those flags into clean updates.

06 / EXAMPLE

A Completed SOP + Walkthroughs

See a filled-out SOP from beginning to end, then use the short tutorials to implement each part of the system.

From firm owners using the method

The system changes how the work gets handed off.

"You have given me the confidence to take and plan the needed maternity leave, and I have been working on this through The SOP Method. Getting things down helps me pass things off and keeps me sane from forgetting how to do all the things."
Cheyenne Adamson · bookkeeping firm owner
The SOP Method student feedbackThe SOP Method student feedbackThe SOP Method student feedbackThe SOP Method student feedback
Built from the firm Alyssa needed

A system that works even when everything is not perfect.

Alyssa has built two bookkeeping and accounting firms and helped more than 11,000 firm owners with workflows and systems. She also knows documentation never reaches some magical state where every process is finished forever.

Some SOPs are solid. Some need updates. Some still need to be created. The system works because the team knows where to look, what structure to follow, and how to flag what has changed.

The goal is to reduce friction and stop carrying every answer yourself.

A note from inside the workSOPs do not need to be perfect. They need to be findable, usable, and owned.

One process at a time. One dependable structure. A team that knows where the answer lives.

"But Alyssa, it is only me. I do not have a team yet."

Build the structure while you still have breathing room. Growth can tip from manageable to urgent with one client, and training a first hire while you are carrying all the work is the hardest time to begin documenting it. Future you will be grateful the answer already has a home.

Breakthrough students: put your wallet away.

You already have The SOP Method and the AI SOP Creator inside your Breakthrough course portal. Go use the resources you already own.

Your complete SOP operating system

Stop being the only place the answer lives.

Set up the home, template, delegation process, and maintenance rhythm your firm can keep using as the work changes.

One-time payment · instant access
$197

The complete method, templates, and walkthroughs

  • The Notion SOP System
  • Google Sheets version
  • The Complete SOP Template
  • Documentation method
  • Delegation framework
  • SOP Flagging System
  • Completed example SOP
  • Bite-sized video walkthroughs
⇨ Get The SOP Method

One payment in USD. Instant access to a digital product. All sales are final.

Questions before you build

A few things to know.

Does this work if I do not have a team yet?

Yes. Documenting the work before your first hire gives you a cleaner onboarding path and protects you from trying to train someone while client work is already overflowing.

Do I receive pre-made SOPs for my firm?

You receive the system, template, methodology, and one completed example. Your firm documents its own processes using the structure inside The SOP Method.

Do I have to use Notion?

No. The Notion database is included, along with a Google Sheets version if that fits your firm better right now.

Is this a huge course?

No. The training is made of short, actionable walkthroughs designed to help you build and use each piece without turning documentation into another massive project.

What is the refund policy?

The SOP Method provides immediate access to digital training and templates, so purchases are non-refundable.

Give the work somewhere else to live.

Your team gets the steps. Your firm gets one dependable system. You stop typing the same answer again.

⇨ Start Building for $197
One more thing...
The SOP Method gives your SOPs a system. The AI SOP Creator helps you create each SOP faster.

The SOP Method is about to hand you:

One searchable home for the work your firm repeats
A consistent SOP template your team can follow
A delegation method that moves tasks off your plate
A flagging system that keeps instructions current

Now you need SOPs to put inside it. You can open a blank document and write every step manually, or talk through the process you already know and let Alyssa’s detailed prompts organize it for you.

That’s where The AI SOP Creator comes in.

Use the Video-to-SOP Prompt when you already have a Loom recording or brain dump. Use the Interview-to-SOP Prompt when you want AI to ask the questions and pull the process out of you.

Both prompt systems turn what you give them into a polished, copy-paste SOP built for bookkeeping and accounting work.

Talk it through. Paste it in. Copy the finished SOP into your new system.

Add it to your order today and start filling your new SOP system without writing every step from scratch.

(You'll see a special offer to add this on at checkout. It's the best price I offer it at and the missing piece that makes everything click.)

GRAB THE SOP METHOD

Build every repeated process a clear home so the answer stops living with you.

Instant access. Bite-sized training. Every template, system, and walkthrough included.

  Complete SOP methodology to document, organize, delegate, and maintain the work

The Notion SOP System with an included Google Sheets version

The Complete SOP Template with video, written steps, tools, links, and space for edits

Documentation Method to capture one process at a time without turning it into a massive project

Delegation Method to connect the SOP to the work and let the task leave your plate

SOP Flagging System so your team can mark stale instructions while they work

Completed example SOP + bite-sized walkthroughs showing you how every piece fits together

BREAKTHROUGH STUDENT? Put your wallet away. The SOP Method and The AI SOP Creator are already inside your Breakthrough course portal.

Build the system once, then use it every time a process needs to leave your plate.

  • 01Customer
  • 02Payment

Contact information

Billing address

1. Introduction

Welcome to Workflow Queen LLC (“Company”, “we”, “our”, “us”).

These Terms of Service (“Terms”, “Terms of Service”) govern your use of our website located at www.workflowqueen.com and all other sites associated with the company (together or individually “Service”) operated by Workflow Queen.

Our Privacy Policy also governs your use of our Service and explains how we collect, safeguard, and disclose information that results from your use of our web pages.

Your agreement with us includes these Terms and our Privacy Policy (“Agreements”). You acknowledge that you have read and understood Agreements and agree to be bound by them. If you do not agree with (or cannot comply with) Agreements, then you may not use the Service. Please let us know by emailing support@workflowqueen.com so we can try to find a solution. These Terms apply to all visitors, users, and others who wish to access or use Service.


2. Communications

By using our Service, you agree to subscribe to newsletters, marketing or promotional materials, and other information we may send. However, you may opt out of receiving any or all of these communications from us by following the unsubscribe link or by emailing support@workflowqueen.com.


3. Purchases

If you wish to purchase any product or service made available through Service (“Purchase”), you may be asked to supply certain information relevant to your Purchase, including but not limited to, your credit or debit card number, the expiration date of your card, your billing address, and your shipping information.

You represent and warrant that: (i) we have the legal right to use any card(s) or other payment method(s) in connection with any Purchase; and that (ii) the information you supply to us is true, correct, and complete.

We may employ the use of third-party services for the purpose of facilitating payment and the completion of Purchases. By submitting your information, you grant us the right to provide the information to these third parties subject to our Privacy Policy.

We reserve the right to refuse or cancel your order at any time for reasons including but not limited to product or service availability, errors in the description or price of the product or service, error in your order, or other reasons. We reserve the right to refuse or cancel your order if fraud or an unauthorized or illegal transaction is suspected.


4. Refunds

There are no refunds for all purchases associated with the The SOP Method including all additional bonuses included.


5. Content

Our Service does not allow you to post, link, store, share, or otherwise make available certain information, text, graphics, videos, or other material (“Content”).

Workflow Queen has the right but not the obligation to monitor and edit all Content provided by users.

Content found on or through this Service is the property of Workflow Queen or used with permission. You may not distribute, modify, transmit, reuse, download, repost, copy, or use said Content, whether in whole or in part, for commercial purposes or for personal gain, without express advance written permission from us. The SOP Method may only be used within your firm and may not be shared externally or with anyone outside your team.


6. Prohibited Uses

You may use Service only for lawful purposes and in accordance with Terms. You agree not to use Service:

In any way that violates any applicable national or international law or regulation.

For the purpose of exploiting, harming, or attempting to exploit or harm minors in any way by exposing them to inappropriate content or otherwise.

To transmit, or procure the sending of, any advertising or promotional material, including any “junk mail,” “chain letter,” “spam,” or any other similar solicitation.

To impersonate or attempt to impersonate Company, a Company employee, another user, or any other person or entity.

In any way that infringes upon the rights of others, or in any way is illegal, threatening, fraudulent, or harmful, or in connection with any unlawful, illegal, fraudulent, or harmful purpose or activity.

To engage in any other conduct that restricts or inhibits anyone’s use or enjoyment of Service or which, as determined by us, may harm or offend Company or users of Service or expose them to liability.

Additionally, you agree not to:

Use Service in any manner that could disable, overburden, damage, or impair Service or interfere with any other party’s use of Service.

Use any robot, spider, or other automatic device, process, or means to access Service.

Use any manual process to monitor or copy any of the material on Service without our prior written consent.

Use any device, software, or routine that interferes with the proper working of Service.

Introduce any viruses, trojan horses, worms, logic bombs, or other material which is malicious or technologically harmful.

Attempt to gain unauthorized access to, interfere with, damage, or disrupt any parts of Service, the server on which Service is stored, or any server, computer, or database connected to Service.


7. Analytics

We may use third-party Service Providers to monitor and analyze the use of our Service.


8. No Use By Minors

Service is intended only for access and use by individuals at least eighteen (18) years old. By accessing or using Service, you warrant and represent that you are at least eighteen (18) years of age and with the full authority, right, and capacity to enter into this agreement and abide by all of the terms and conditions of Terms. If you are not at least eighteen (18) years old, you are prohibited from both the access and usage of Service.


9. Accounts

When you create an account with us, you guarantee that you are above the age of 18, and that the information you provide us is accurate, complete, and current at all times. Inaccurate, incomplete, or obsolete information may result in the immediate termination of your account on Service.

You are responsible for maintaining the confidentiality of your account and password, including but not limited to the restriction of access to your computer and/or account. You agree to accept responsibility for any and all activities or actions that occur under your account and/or password. You must notify us immediately upon becoming aware of any breach of security or unauthorized use of your account.


10. Intellectual Property

Service and its original content (excluding Content provided by users), features, and functionality are and will remain the exclusive property of Workflow Queen and its licensors. Service is protected by copyright, trademark, and other laws of the United States and foreign countries. Our trademarks may not be used in connection with any product or service without the prior written consent of Workflow Queen.


11. Copyright Policy

We respect the intellectual property rights of others. It is our policy to respond to any claim that Content posted on Service infringes on the copyright or other intellectual property rights (“Infringement”) of any person or entity.

If you are a copyright owner, or authorized on behalf of one, and you believe that the copyrighted work has been copied in a way that constitutes copyright infringement, please submit your claim via email to support@workflowqueen.com, with the subject line: “Copyright Infringement” and include in your claim a detailed description of the alleged Infringement as detailed below, under “DMCA Notice and Procedure for Copyright Infringement Claims.”


12. DMCA Notice and Procedure for Copyright Infringement Claims

You may submit a notification pursuant to the Digital Millennium Copyright Act (DMCA) by providing our Copyright Agent with the following information in writing (see 17 U.S.C 512(c)(3) for further detail):

An electronic or physical signature of the person authorized to act on behalf of the owner of the copyright’s interest.

A description of the copyrighted work that you claim has been infringed, including the URL (i.e., web page address) of the location where the copyrighted work exists or a copy of the copyrighted work.

Identification of the URL or other specific location on Service where the material that you claim is infringing is located.

Your address, telephone number, and email address.

A statement by you that you have a good faith belief that the disputed use is not authorized by the copyright owner, its agent, or the law.

A statement by you, made under penalty of perjury, that the above information in your notice is accurate and that you are the copyright owner or authorized to act on the copyright owner’s behalf.

You can contact our Copyright Agent via email at support@workflowqueen.com.


13. Error Reporting and Feedback

You may provide us either directly at support@workflowqueen.com or via third-party sites and tools with information and feedback concerning errors, suggestions for improvements, ideas, problems, complaints, and other matters related to our Service (“Feedback”). You acknowledge and agree that: (i) you shall not retain, acquire or assert any intellectual property right or other right, title, or interest in or to the Feedback; (ii) Company may have development ideas similar to the Feedback; (iii) Feedback does not contain confidential information or proprietary information from you or any third party; and (iv) Company is not under any obligation of confidentiality with respect to the Feedback.


14. Links To Other Websites

Our Service may contain links to third-party websites or services that are not owned or controlled by Workflow Queen.

Workflow Queen has no control over and assumes no responsibility for the content, privacy policies, or practices of any third-party websites or services. We do not warrant the offerings of any of these entities/individuals or their websites.

YOU ACKNOWLEDGE AND AGREE THAT COMPANY SHALL NOT BE RESPONSIBLE OR LIABLE, DIRECTLY OR INDIRECTLY, FOR ANY DAMAGE OR LOSS CAUSED OR ALLEGED TO BE CAUSED BY OR IN CONNECTION WITH USE OF OR RELIANCE ON ANY SUCH CONTENT, GOODS, OR SERVICES AVAILABLE ON OR THROUGH ANY SUCH THIRD-PARTY WEBSITES OR SERVICES.


15. Disclaimer of Warranty

THESE SERVICES ARE PROVIDED BY COMPANY ON AN “AS IS” AND “AS AVAILABLE” BASIS. COMPANY MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, AS TO THE OPERATION OF THEIR SERVICES, OR THE INFORMATION, CONTENT, OR MATERIALS INCLUDED THEREIN. YOU EXPRESSLY AGREE THAT YOUR USE OF THESE SERVICES, THEIR CONTENT, AND ANY SERVICES OR ITEMS OBTAINED FROM US IS AT YOUR SOLE RISK.

16. Limitation of Liability

EXCEPT AS PROHIBITED BY LAW, YOU WILL HOLD US AND OUR OFFICERS, DIRECTORS, EMPLOYEES, AND AGENTS HARMLESS FOR ANY INDIRECT, PUNITIVE, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGE, HOWEVER IT ARISES, WHETHER IN AN ACTION OF CONTRACT, NEGLIGENCE, OR OTHER TORTIOUS ACTION.


17. Termination

We may terminate or suspend your account and bar access to Service immediately, without prior notice or liability, under our sole discretion, for any reason whatsoever and without limitation, including but not limited to a breach of Terms.

If you wish to terminate your account, you may simply discontinue using Service.


18. Governing Law

These Terms shall be governed and construed in accordance with the laws of the State of California, United States, without regard to its conflict of law provisions.


19. Changes To Service

We reserve the right to withdraw or amend our Service, and any service or material we provide via Service, at our sole discretion without notice.


20. Amendments to Terms

We may amend Terms at any time by posting the amended terms on this site. Your continued use of the Platform following the posting of revised Terms means that you accept and agree to the changes.


21. Waiver and Severability

No waiver by Company of any term or condition set forth in Terms shall be deemed a further or continuing waiver of such term or condition.


22. Acknowledgment

BY USING THE SERVICE OR OTHER SERVICES PROVIDED BY US, YOU ACKNOWLEDGE THAT YOU HAVE READ THESE TERMS OF SERVICE AND AGREE TO BE BOUND BY THEM.

Copyright © 2026 Workflow Queen®
I agree
Close
All sales are final. This product, along with any bonuses or additional purchases offered during this checkout experience, is nonrefundable and nontransferable. By completing your purchase, you acknowledge and agree to this no-refund policy.
Close
Special Offer
WAIT! ADD THIS TO YOUR ORDER!

The faster way to turn what you know into a polished SOP

The SOP Method gives your documentation a home. The AI SOP Creator helps you fill that home faster.

Use Alyssa’s detailed prompt systems to turn a Loom transcript, brain dump, messy notes, or guided interview into a polished, copy-paste SOP without writing every step manually.

Video-to-SOP Prompt + templates to turn a Loom transcript or brain dump into a formatted SOP

Interview-to-SOP Prompt + templates that ask guided questions and organize your answers

Bookkeeping and accounting context built in, including tech stacks, client work, and firm workflows

Polished, copy-paste output with clear steps, tool references, and the details your team needs

Bite-sized video walkthroughs showing you how to use each prompt and template

Works with ChatGPT, Claude, Gemini, or the AI tool you already use

Normally $97

$40 off, only available right now at checkout

Add to cart$57.00
  • Total payment
  • 1xThe SOP Method$197
    -+

All prices in USD

Payment information

You will not be charged for this purchase, but if you choose to make an optional purchase later, this card info will be used to complete that transaction!

Processing...