Tech Stack Simplified: The 5 Core Systems Every Bookkeeper and Accountant Needs
Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
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How to Use Zapier to Automate Your Firm
I have found over the years that I would rather connect different pieces of software, even though I'd love to have an end all be all software. Sometimes it's not the best to have a one size fits all tech. You will find that eventually you want to add on more layers and more automation. Zapier can essentially say, if this happens in this piece of tech, go do this in this Piece of Tech. It is such a game changer. And so for example, we use Zapier with Asana a lot. So we use Calendly for whenever people schedule a call with us. Whenever someone books a call, it will actually send me an Asana task which
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