Accounting Automation Workflow Podcast

Brian Clare and Heather Satterley

Heather Satterley and Brian Clare discuss the exciting world of Accounting Automation!

  1. Earmark Media Presents: Federal Tax Updates

    05/03/2023 · BONUS

    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 recent IRS updates and recommendations for tax preparers dealing with the surge of inaccurate ERC claims. They also provide some detailed insights into filing extensions for clients. Want to hear more Federal Tax Updates episodes? Listen and subscribe at federaltaxupdates.comFollow the Federal Tax Updates podcast on Social Media:twitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpod

    52 min
  2. Process Documentation: Even That Can Be Automated

    08/13/2021

    Process Documentation: Even That Can Be Automated

    Sponsor 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/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Brian twitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinks Leave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesHave an Episode Idea? Let us know Subscribe Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app! This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.

    24 min
  3. Client Interactions: What Should And Should Not Be Automated

    08/06/2021

    Client Interactions: What Should And Should Not Be Automated

    Sponsor 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/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Brian twitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinks Leave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesHave an Episode Idea? Let us know Subscribe Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app! This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.

    27 min
  4. Bill Pay Apps: Because Paper Check Processes Can't Be Automated

    07/30/2021

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

    SponsorWe'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/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Brian twitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinks Leave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesSubscribe Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app! Have an Episode Idea? Let us know This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.

    22 min
  5. Bank Statements Fetch: The Accountants Dream

    07/23/2021

    Bank Statements Fetch: The Accountants Dream

    SponsorWe'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/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Brian twitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinks Leave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesHave an Episode Idea? Let us know Subscribe Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app! This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.

    34 min
  6. Receipt Capture: Which App Should I Use?

    07/18/2021

    Receipt Capture: Which App Should I Use?

    SponsorWe'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/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Brian twitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinks Leave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesHave an Episode Idea? Let us know Subscribe Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app! This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.

    28 min
  7. Customer Relationship Management Systems: Even Accountants Need One

    07/17/2021

    Customer Relationship Management Systems: Even Accountants Need One

    SponsorWe'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/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Brian twitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinks Leave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesHave an Episode Idea? Let us know Subscribe Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app! This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.

    35 min
  8. Automating Client Communication: Receiving, Assigning, and Responding to Client Email

    07/17/2021

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

    SponsorWe'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/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Brian twitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinks Leave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesSubscribe Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app! This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.

    29 min
See All (16)

4.8
out of 5
5 Ratings

About

Heather Satterley and Brian Clare discuss the exciting world of Accounting Automation!

Information

  • Creator
    Brian Clare and Heather Satterley
  • Years Active
    2021 - 2023
  • Episodes
    16
  • Rating
    Clean
  • Copyright
    © 2025 Brian Clare and Heather Satterley