Displaying all 15 episodes

Process Documentation: Even That Can Be Automated

In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover ways to help train new hires and allow them to catch on. They discuss how important Scribehow has become in their day-to-day teams. Learn about how to make onboarding new team members in a quick and easy way.

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.

Bill Pay Apps: Because Paper Check Processes Can't Be Automated

In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover different ways to make your life more secure and easy with sending money to your clients. Learn about automating your bill-paying system by using Corpay One, Melio Payments, Bill.com, and Veem.

Bank Statements Fetch: The Accountants Dream

In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley discuss different types of clients and their process of working with Banking Services. They go into five companies that help accountants organize and create a structure for their clients.

Receipt Capture: Which App Should I Use?

In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley. Learn about how to avoid receipt confusion by choosing an application to help to organize your receipts. Heather and Brian discuss different apps that can capture receipts: QuickBooks Online, Xero (Hubdoc), Dext Prepare, AutoEntry, Divvy, Expensify, and Corepay One. The automation of the week is focused on using an app to capture a receipt.

Customer Relationship Management Systems: Even Accountants Need One

In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover customer relationship management systems (CRMs). How to move a client from a lead, into a closed sale, then into your firm workflow software. Heather and Brian explain their reasons for leaving Pipedrive "the CRM they both love" for a new CRM. CRMS discussed: Pipedrive, Hubspot, Method, Insightly, Monday, Suitedash, Salesforce, ZohoCRM, and Keap. The automation of the week is focused on using a lead capture form and sending an automated email with a link to book their first sales meeting.

Automating Client Communication: Receiving, Assigning, and Responding to Client Email

In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover ways to automate inbound client emails via tools like Outpost, Karbon, and Front. Heather and Brian discuss using Plooto, Melio, Veem, Bill.com, and Corpay One to handle their clients' accounts payable and expense workflow management. The automation of the week is focused on getting client feedback.

Client Document Management: Securely Requesting, Storing, And Delivering Documents

In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley learn how to increase your firm's productivity by organizing how you request, store, and deliver your client's documents. Using Automation tools like Zapier, Hubdoc, Liscio, Sharefile, and Karbon. Allowing the client's data to be easily accessible and easy to use.

Password Managers: Keeping Passwords Safe, Secure, And Shareable

In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover a few ways to protect yourself and clients from hackers stealing your passwords. They discuss One Password and Last Pass as tools to keep your passwords safe and shareable with people in your firm.

Automated Reminders: Using Tools To Remind Clients About Deadlines

In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover different ways to automate a simple client workflow to remind clients of tax due dates by using some marketing automation tools like Mailchimp, Constant Contact, or Active Campaign. Along with ways to make client communications more useful by communicating more often with text messaging software like ClickSend or SnapDesk.

Team Communication Options: You Can Almost Stop Using Email

In this proof-of-concept episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover about 15 different apps that you can use to manage and automate your team's communication beyond the inbox.

Bank Feeds and Bank Rules: The Automation You Already Have in Your Accounting System

In this proof-of-concept episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover bank feeds and bank rules. They also discuss the best transactions to automate. Don't miss when they cover the tops issues that can go wrong with bank feeds.

Texting Apps: How to Not Give Your Actual Cell Phone Number to Clients

In this proof-of-concept episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover the multiple ways to integrate texting into your firm.

In this proof-of-concept episode...

In this proof-of-concept episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley get behind the microphones for the first time to record a podcast all about automating your accounting firm and clients workflows. They cover copy/paste hacks, email notifications, automating the hiring process at their firms, and calendar scheduling apps.

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