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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

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