The Ambitious Bookkeeper Podcast 64 ⎸ How we collaborate with clients Part 2
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 externally
- how we get the most out of these tools
- our favorites
- tips to handle learning new tools
Products Mentioned (some are affiliate links)
- Xero
- Hubdoc
- Acuity
- Dubsado
- Kajabi
- Relay
- Spark email
- Google Drive
- Voxer
Resources Mentioned In This Episode:
- Podcast Episode: Why We Are A Xero Firm
- Podcast Episode: How to keep your client data secure
- Dubsado Decoded: Dubsado DIY Tutorial
- The Bookkeeping Business Accelerator
- The Bookkeeping Biz Workshops
- Elevate
- Katie Fleming Podcast Episode on Voxer
Thanks 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
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Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
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Podcast Publishing Tools
- Podcast Editing: Ian Gilliam: iangilliam.com
- Descript (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