15 episodes

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

Accounting Automation Workflow Podcast Brian Clare and Heather Satterley

    • Business
    • 4.8 • 4 Ratings

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

    Process Documentation: Even That Can Be Automated

    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.

    • 24 min
    Client Interactions: What Should And Should Not Be Automated

    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.

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

    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.

    • 21 min
    Bank Statements Fetch: The Accountants Dream

    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.

    • 33 min
    Receipt Capture: Which App Should I Use?

    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.

    • 27 min
    Customer Relationship Management Systems: Even Accountants Need One

    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.

    • 34 min

Customer Reviews

4.8 out of 5
4 Ratings

4 Ratings

nels larsen ,

These guys know what they are talking about!

I have heard both Heather and Brian on other podcasts, and am jazzed that they are doing one together about accounting automation! More episodes please!

cbriancpa ,

Great first episode!

I really enjoyed your first episode and look forward to hearing about how to automate our workflows!
- cbriancpa

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