51 min
64 ⎸ How we collaborate with clients Part 2 The Ambitious Bookkeeper Podcast
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- Careers
This is part 2 of our previous episode where Meriah (my Director of Operations at Team Shoup) and I are breaking down how we collaborate as a team to get everything done and maintain our team culture.
In this episode you’ll hear:
the tech and tools we use to collaborate externally(client-facing) and a few that we use to collaborate both internally and externallyhow we get the most out of these toolsour favoritestips to handle learning new toolsProducts Mentioned (some are affiliate links)
XeroHubdocAcuityDubsadoKajabiRelaySpark emailGoogle DriveVoxerResources Mentioned In This Episode:
Podcast Episode: Why We Are A Xero FirmPodcast Episode: How to keep your client data secureDubsado Decoded: Dubsado DIY TutorialThe Bookkeeping Business AcceleratorThe Bookkeeping Biz WorkshopsElevateKatie Fleming Podcast Episode on VoxerThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram Stories and tag me, @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools
Podcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)This episode is sponsored by: LiveFlow
Receive 20% off your first 3 months by using code AMBITION at checkout:
http://www.liveflow.io/partnerships/ambition
Click here to get the free First 100 Leads Training with James Wedmore >>
Join the next free training at ambitiousbookkeeper.com/training
This is part 2 of our previous episode where Meriah (my Director of Operations at Team Shoup) and I are breaking down how we collaborate as a team to get everything done and maintain our team culture.
In this episode you’ll hear:
the tech and tools we use to collaborate externally(client-facing) and a few that we use to collaborate both internally and externallyhow we get the most out of these toolsour favoritestips to handle learning new toolsProducts Mentioned (some are affiliate links)
XeroHubdocAcuityDubsadoKajabiRelaySpark emailGoogle DriveVoxerResources Mentioned In This Episode:
Podcast Episode: Why We Are A Xero FirmPodcast Episode: How to keep your client data secureDubsado Decoded: Dubsado DIY TutorialThe Bookkeeping Business AcceleratorThe Bookkeeping Biz WorkshopsElevateKatie Fleming Podcast Episode on VoxerThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram Stories and tag me, @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools
Podcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)This episode is sponsored by: LiveFlow
Receive 20% off your first 3 months by using code AMBITION at checkout:
http://www.liveflow.io/partnerships/ambition
Click here to get the free First 100 Leads Training with James Wedmore >>
Join the next free training at ambitiousbookkeeper.com/training
51 min