Displaying episodes 1 - 16 of 16 in total
Earmark Media Presents: Federal Tax Updates
The Federal Tax Updates podcast is a recent addition to the Earmark Media network of accounting-focused podcasts. In this episode, Roger and Annie discuss the most rec...
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 catc...
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...
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 ea...
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 w...
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 a...
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). Ho...
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 li...
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 organiz...
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 hac...
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...
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 c...
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 al...
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 tex...
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...
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