Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen) Tech Stack Simplified: The 5 Core Systems Every Bookkeeper and Accountant Needs
May 23, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 3min
The Importance of Having a Tech Stack
03:14 • 4min
How to Use Google Drive to File and Document Information
07:21 • 3min
How to Communicate With Your Prospects on Instagram
10:39 • 4min
How to Find the Right Technology for Your Business
14:10 • 2min
How to Use Zapier to Automate Your Firm
15:53 • 2min
How to Use a Process Map to Improve Your Onboarding
17:45 • 2min
How to Automate Your Processes
19:38 • 2min
How to Overwhelm Your Team With Zapier Tech
21:33 • 2min
How to Remove Paid Plans for Tech That No Longer Serves You
23:56 • 4min
How to Test Your Tech for Success
27:28 • 3min
How to Identify Your Tech Stack
30:17 • 2min
How to Get Your First Invoice Paid
31:57 • 2min