Client Interactions: What Should And Should Not Be Automated
In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover when you should automate part of your work and when it is more important to do it by hand. Learn about the best practices for Accountants to ensure the best possible service for each client.
Sponsor
We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay
We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay
Get in Touch with Heather
- twitter.com/HSatterley
- facebook.com/hsatterleyZAP
- linkedin.com/in/heathersatterley
- theappyhour.com
- satterleyconsulting.com
- satterleyaccounting.com
Get in Touch with Brian
- twitter.com/blueprintbrian
- twitter.com/blueprintottawa
- linkedin.com/company/blueprint-accounting-inc
- facebook.com/blueprintaccounting
- instagram.com/blueprintaccountinginc
Links
- Leave a review on Apple Podcasts or Podchaser
- Browse a list of Accounting Conferences
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This podcast is a production of the Accounting Podcast Network
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Full transcript available upon request.
Want to sponsor this podcast?
Full transcript available upon request.