Accounting Automation Workflow Podcast Transistor (https://transistor.fm) https://feeds.transistor.fm/accounting-automation-workflow-podcast Heather Satterley and Brian Clare discuss the exciting world of Accounting Automation! © 2025 Brian Clare and Heather Satterley 19be6778-c790-599c-92a7-157b14d661ff yes en Wed, 16 Oct 2024 05:50:10 -0700 Tue, 17 Jun 2025 09:21:34 -0700 https://img.transistor.fm/gLw48XDIkU_WlV6ftLVblxeQ8MOwljwL-39HLi52faI/rs:fill:3000:3000:1/q:60/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzE2MjA4LzE2MDUz/MDUyMDYtYXJ0d29y/ay5qcGc.jpg Accounting Automation Workflow Podcast episodic Brian Clare and Heather Satterley Heather Satterley and Brian Clare discuss the exciting world of Accounting Automation! Heather Satterley and Brian Clare discuss the exciting world of Accounting Automation!. Accounting, Bookkeeping, Automation, Technology, Business, Accountants, CPA Accounting Podcast Network No No Earmark Media Presents: Federal Tax Updates Earmark Media Presents: Federal Tax Updates bonus ce15e66d-8ec4-4932-b9f8-435bc200f538 https://share.transistor.fm/s/031061d0 The Federal Tax Updates podcast is a recent addition to the Earmark Media network of accounting-focused podcasts. In this episode, Roger and Annie discuss the most recent IRS updates and recommendations for tax preparers dealing with the surge of inaccurate ERC claims. They also provide some detailed insights into filing extensions for clients.

Want to hear more Federal Tax Updates episodes? Listen and subscribe at federaltaxupdates.com

Follow the Federal Tax Updates podcast on Social Media:
twitter.com/FedTaxPod
facebook.com/FedTaxPod
linkedin.com/showcase/fedtaxpod

]]> The Federal Tax Updates podcast is a recent addition to the Earmark Media network of accounting-focused podcasts. In this episode, Roger and Annie discuss the most recent IRS updates and recommendations for tax preparers dealing with the surge of inaccurate ERC claims. They also provide some detailed insights into filing extensions for clients.

Want to hear more Federal Tax Updates episodes? Listen and subscribe at federaltaxupdates.com

Follow the Federal Tax Updates podcast on Social Media:
twitter.com/FedTaxPod
facebook.com/FedTaxPod
linkedin.com/showcase/fedtaxpod

]]> Wed, 03 May 2023 13:22:26 -0700 Brian Clare and Heather Satterley Brian Clare and Heather Satterley 3128 The Federal Tax Updates podcast is a recent addition to the Earmark Media network of accounting-focused podcasts. In this episode, Roger and Annie discuss the most recent IRS updates and recommendations for tax preparers dealing with the surge of inaccurate ERC claims. They also provide some detailed insights into filing extensions for clients.

Want to hear more Federal Tax Updates episodes? Listen and subscribe at federaltaxupdates.com

Follow the Federal Tax Updates podcast on Social Media:
twitter.com/FedTaxPod
facebook.com/FedTaxPod
linkedin.com/showcase/fedtaxpod

]]> Accounting, Bookkeeping, Automation, Technology, Business, Accountants, CPA No Process Documentation: Even That Can Be Automated 14 14 Process Documentation: Even That Can Be Automated full b20b7df5-bffc-416c-8e6b-5d19a179eb6c https://share.transistor.fm/s/728f21b0 Sponsor

We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay

Get in Touch with Heather

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Have an Episode Idea? Let us know


Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Sponsor

We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay

Get in Touch with Heather

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Links

Have an Episode Idea? Let us know


Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Fri, 13 Aug 2021 08:00:00 -0700 Brian Clare and Heather Satterley Brian Clare and Heather Satterley 1445 In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover ways to help train new hires and allow them to catch on. They discuss how important Scribehow has become in their day-to-day teams. Learn about how to make onboarding new team members in a quick and easy way. In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover ways to help train new hires and allow them to catch on. They discuss how important Scribehow has become in their day-to-day teams. Learn a Accounting, Bookkeeping, Automation, Technology, Business, Accountants, CPA No Client Interactions: What Should And Should Not Be Automated 13 13 Client Interactions: What Should And Should Not Be Automated full 7bbc3a9e-e38e-464d-a99d-fb3d2ae43b78 https://share.transistor.fm/s/549181c9 Sponsor

We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay

Get in Touch with Heather

Get in Touch with Brian

Links

Have an Episode Idea? Let us know

Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Sponsor

We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay

Get in Touch with Heather

Get in Touch with Brian

Links

Have an Episode Idea? Let us know

Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Fri, 06 Aug 2021 08:30:00 -0700 Brian Clare and Heather Satterley Brian Clare and Heather Satterley 1633 In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover when you should automate part of your work and when it is more important to do it by hand. Learn about the best practices for Accountants to ensure the best possible service for each client. In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover when you should automate part of your work and when it is more important to do it by hand. Learn about the best practices for Accountants t Accounting, Bookkeeping, Automation, Technology, Business, Accountants, CPA No Bill Pay Apps: Because Paper Check Processes Can't Be Automated 12 12 Bill Pay Apps: Because Paper Check Processes Can't Be Automated full 9b8d29c2-aced-40bc-9515-0ef2c45ad476 https://share.transistor.fm/s/6064c924 Sponsor

We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay

Get in Touch with Heather

Get in Touch with Brian

Links

Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

Have an Episode Idea? Let us know

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Sponsor

We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay

Get in Touch with Heather

Get in Touch with Brian

Links

Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

Have an Episode Idea? Let us know

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Fri, 30 Jul 2021 14:42:03 -0700 Brian Clare and Heather Satterley Brian Clare and Heather Satterley 1308 In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover different ways to make your life more secure and easy with sending money to your clients. Learn about automating your bill-paying system by using Corpay One, Melio Payments, Bill.com, and Veem. In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover different ways to make your life more secure and easy with sending money to your clients. Learn about automating your bill-paying system by Accounting, Bookkeeping, Automation, Technology, Business, Accountants, CPA No Bank Statements Fetch: The Accountants Dream 11 11 Bank Statements Fetch: The Accountants Dream full 55821cec-72b0-4d7d-a4bf-c9f1bb0bae06 https://share.transistor.fm/s/fc3f687b Sponsor

We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay

Get in Touch with Heather

Get in Touch with Brian

Links

Have an Episode Idea? Let us know

Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Sponsor

We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay

Get in Touch with Heather

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Links

Have an Episode Idea? Let us know

Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Fri, 23 Jul 2021 11:00:00 -0700 Brian Clare and Heather Satterley Brian Clare and Heather Satterley 2015 In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley discuss different types of clients and their process of working with Banking Services. They go into five companies that help accountants organize and create a structure for their clients. In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley discuss different types of clients and their process of working with Banking Services. They go into five companies that help accountants organize Accounting, Bookkeeping, Automation, Technology, Business, Accountants, CPA No Receipt Capture: Which App Should I Use? 10 10 Receipt Capture: Which App Should I Use? full 7677ab94-9d08-4b68-86b7-88ad688632bd https://share.transistor.fm/s/655067f4 Sponsor
We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay

Get in Touch with Heather

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Have an Episode Idea? Let us know

Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Sponsor
We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay

Get in Touch with Heather

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Have an Episode Idea? Let us know

Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Sun, 18 Jul 2021 08:00:00 -0700 Brian Clare and Heather Satterley Brian Clare and Heather Satterley 1673 In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley. Learn about how to avoid receipt confusion by choosing an application to help to organize your receipts. Heather and Brian discuss different apps that can capture receipts: QuickBooks Online, Xero (Hubdoc), Dext Prepare, AutoEntry, Divvy, Expensify, and Corepay One. The automation of the week is focused on using an app to capture a receipt. In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley. Learn about how to avoid receipt confusion by choosing an application to help to organize your receipts. Heather and Brian discuss different app Accounting, Bookkeeping, Automation, Technology, Business, Accountants, CPA No Customer Relationship Management Systems: Even Accountants Need One 9 9 Customer Relationship Management Systems: Even Accountants Need One full 054b9364-3d47-4801-9ef1-22b5317738df https://share.transistor.fm/s/10461893 Sponsor
We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay

Get in Touch with Heather

Get in Touch with Brian

Links

Have an Episode Idea? Let us know

Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Sponsor
We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay

Get in Touch with Heather

Get in Touch with Brian

Links

Have an Episode Idea? Let us know

Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Sat, 17 Jul 2021 08:00:00 -0700 Brian Clare and Heather Satterley Brian Clare and Heather Satterley 2078 In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover customer relationship management systems (CRMs). How to move a client from a lead, into a closed sale, then into your firm workflow software. Heather and Brian explain their reasons for leaving Pipedrive "the CRM they both love" for a new CRM. CRMS discussed: Pipedrive, Hubspot, Method, Insightly, Monday, Suitedash, Salesforce, ZohoCRM, and Keap. The automation of the week is focused on using a lead capture form and sending an automated email with a link to book their first sales meeting. In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover customer relationship management systems (CRMs). How to move a client from a lead, into a closed sale, then into your firm workflow softwar Accounting, Bookkeeping, Automation, Technology, Business, Accountants, CPA No Automating Client Communication: Receiving, Assigning, and Responding to Client Email 8 8 Automating Client Communication: Receiving, Assigning, and Responding to Client Email full d7ec8e27-b528-4a03-9ae4-869bb7633943 https://share.transistor.fm/s/77f25c15 Sponsor
We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay

Get in Touch with Heather

Get in Touch with Brian

Links

Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Sponsor
We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay

Get in Touch with Heather

Get in Touch with Brian

Links

Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Fri, 16 Jul 2021 20:16:38 -0700 Brian Clare and Heather Satterley Brian Clare and Heather Satterley 1711 In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover ways to automate inbound client emails via tools like Outpost, Karbon, and Front. Heather and Brian discuss using Plooto, Melio, Veem, Bill.com, and Corpay One to handle their clients' accounts payable and expense workflow management. The automation of the week is focused on getting client feedback. In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover ways to automate inbound client emails via tools like Outpost, Karbon, and Front. Heather and Brian discuss using Plooto, Melio, Veem, Bil Accounting, Bookkeeping, Automation, Technology, Business, Accountants, CPA No Client Document Management: Securely Requesting, Storing, And Delivering Documents 7 7 Client Document Management: Securely Requesting, Storing, And Delivering Documents full f2d421ad-5a6d-443a-9f95-e57b7bd4b871 https://share.transistor.fm/s/ff1c353a Sponsor
We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay

Get in Touch with Heather

Get in Touch with Brian

Links

Have an Episode Idea? Let us know

Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Sponsor
We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay

Get in Touch with Heather

Get in Touch with Brian

Links

Have an Episode Idea? Let us know

Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Mon, 21 Jun 2021 09:00:00 -0700 Brian Clare and Heather Satterley Brian Clare and Heather Satterley 1456 In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley learn how to increase your firm's productivity by organizing how you request, store, and deliver your client's documents. Using Automation tools like Zapier, Hubdoc, Liscio, Sharefile, and Karbon. Allowing the client's data to be easily accessible and easy to use. In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley learn how to increase your firm's productivity by organizing how you request, store, and deliver your client's documents. Using Automation tools Accounting, Bookkeeping, Automation, Technology, Business, Accountants, CPA No Password Managers: Keeping Passwords Safe, Secure, And Shareable 6 6 Password Managers: Keeping Passwords Safe, Secure, And Shareable full 093d07ba-80dd-4b1a-9f0b-b08c2ff3b2d9 https://share.transistor.fm/s/5f4e10f7 Sponsor
We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay

Get in Touch with Heather

Get in Touch with Brian

Links

Have an Episode Idea? Let us know

Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Sponsor
We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay

Get in Touch with Heather

Get in Touch with Brian

Links

Have an Episode Idea? Let us know

Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Fri, 18 Jun 2021 10:13:57 -0700 Brian Clare and Heather Satterley Brian Clare and Heather Satterley 1662 In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover a few ways to protect yourself and clients from hackers stealing your passwords. They discuss One Password and Last Pass as tools to keep your passwords safe and shareable with people in your firm. In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover a few ways to protect yourself and clients from hackers stealing your passwords. They discuss One Password and Last Pass as tools to keep y Accounting, Bookkeeping, Automation, Technology, Business, Accountants, CPA No Automated Reminders: Using Tools To Remind Clients About Deadlines 5 5 Automated Reminders: Using Tools To Remind Clients About Deadlines full 8b85d4a3-28ba-44a0-9419-497ce6e95d5f https://share.transistor.fm/s/173ee779 Sponsor
We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay

Get in Touch with Heather

Get in Touch with Brian

Links

Have an Episode Idea? Let us know

Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Sponsor
We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay

Get in Touch with Heather

Get in Touch with Brian

Links

Have an Episode Idea? Let us know

Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Wed, 19 May 2021 16:48:35 -0700 Brian Clare and Heather Satterley Brian Clare and Heather Satterley 1149 In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover different ways to automate a simple client workflow to remind clients of tax due dates by using some marketing automation tools like Mailchimp, Constant Contact, or Active Campaign. Along with ways to make client communications more useful by communicating more often with text messaging software like ClickSend or SnapDesk. In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover different ways to automate a simple client workflow to remind clients of tax due dates by using some marketing automation tools like Mailch Accounting, Bookkeeping, Automation, Technology, Business, Accountants, CPA No Team Communication Options: You Can Almost Stop Using Email 4 4 Team Communication Options: You Can Almost Stop Using Email full 57620fe9-45fe-4732-9975-1bca44d6a627 https://share.transistor.fm/s/293fbdc1 Sponsor
Sponsorship for this podcast is available, contact David Leary at david@sombreroapps.com

Get in Touch with Heather

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Have an Episode Idea? Let us know

Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Sponsor
Sponsorship for this podcast is available, contact David Leary at david@sombreroapps.com

Get in Touch with Heather

Get in Touch with Brian

Links

Have an Episode Idea? Let us know

Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Thu, 08 Apr 2021 21:35:59 -0700 Brian Clare and Heather Satterley Brian Clare and Heather Satterley 1069 In this proof-of-concept episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover about 15 different apps that you can use to manage and automate your team's communication beyond the inbox. In this proof-of-concept episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover about 15 different apps that you can use to manage and automate your team's communication beyond the inbox. Accounting, Bookkeeping, Automation, Technology, Business, Accountants, CPA No Bank Feeds and Bank Rules: The Automation You Already Have in Your Accounting System 3 3 Bank Feeds and Bank Rules: The Automation You Already Have in Your Accounting System full fd8cbdee-f9ac-4f38-8385-121d5c80835b https://share.transistor.fm/s/837aacac Sponsor
Sponsorship for this podcast is available, contact David Leary at david@sombreroapps.com

Get in Touch with Heather

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Have an Episode Idea? Let us know

Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Sponsor
Sponsorship for this podcast is available, contact David Leary at david@sombreroapps.com

Get in Touch with Heather

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Links

Have an Episode Idea? Let us know

Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Thu, 08 Apr 2021 21:22:00 -0700 Brian Clare and Heather Satterley Brian Clare and Heather Satterley 1557 In this proof-of-concept episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover bank feeds and bank rules. They also discuss the best transactions to automate. Don't miss when they cover the tops issues that can go wrong with bank feeds. In this proof-of-concept episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover bank feeds and bank rules. They also discuss the best transactions to automate. Don't miss when they cover the tops issues Accounting, Bookkeeping, Automation, Technology, Business, Accountants, CPA No Texting Apps: How to Not Give Your Actual Cell Phone Number to Clients 2 2 Texting Apps: How to Not Give Your Actual Cell Phone Number to Clients full c25d9550-5c4a-4a24-8fd0-f8ab0a27a346 https://share.transistor.fm/s/c88d42ca Sponsor
Sponsorship for this podcast is available, contact David Leary at david@sombreroapps.com

Get in Touch with Heather

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Have an Episode Idea? Let us know

Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Sponsor
Sponsorship for this podcast is available, contact David Leary at david@sombreroapps.com

Get in Touch with Heather

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Links

Have an Episode Idea? Let us know

Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Thu, 08 Apr 2021 20:49:45 -0700 Brian Clare and Heather Satterley Brian Clare and Heather Satterley 1322 In this proof-of-concept episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover the multiple ways to integrate texting into your firm. In this proof-of-concept episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover the multiple ways to integrate texting into your firm. Accounting, Bookkeeping, Automation, Technology, Business, Accountants, CPA No In this proof-of-concept episode... 1 1 In this proof-of-concept episode... full 6bf73eb1-9366-49b2-8666-452ae293ec93 https://share.transistor.fm/s/0fd12a29 Sponsor
Sponsorship for this podcast is available, contact David Leary at david@sombreroapps.com

Get in Touch with Heather

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Have an Episode Idea? Let us know

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Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Sponsor
Sponsorship for this podcast is available, contact David Leary at david@sombreroapps.com

Get in Touch with Heather

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Have an Episode Idea? Let us know

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Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

]]> Fri, 19 Mar 2021 13:29:49 -0700 Brian Clare and Heather Satterley Brian Clare and Heather Satterley 1378 In this proof-of-concept episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley get behind the microphones for the first time to record a podcast all about automating your accounting firm and clients workflows. They cover copy/paste hacks, email notifications, automating the hiring process at their firms, and calendar scheduling apps. In this proof-of-concept episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley get behind the microphones for the first time to record a podcast all about automating your accounting firm and clients workflow Accounting, Bookkeeping, Automation, Technology, Business, Accountants, CPA No Thanks for subscribing! Thanks for subscribing! bonus 1448c0da-f5f0-41a7-99cb-5916591ba1d3 https://share.transistor.fm/s/de3f6252  Thanks for subscribing to the Accounting Automation Workflow Podcast. New episodes to be released soon!


Presented by the Accounting Podcast Network: https://accountingpodcastnetwork.com/ 

]]>  Thanks for subscribing to the Accounting Automation Workflow Podcast. New episodes to be released soon!


Presented by the Accounting Podcast Network: https://accountingpodcastnetwork.com/ 

]]> Fri, 20 Nov 2020 07:58:00 -0800 Brian Clare and Heather Satterley Brian Clare and Heather Satterley 8 Thanks for subscribing to the Accounting Automation Workflow Podcast. New episodes to be released soon! Thanks for subscribing to the Accounting Automation Workflow Podcast. New episodes to be released soon! Accounting, Bookkeeping, Automation, Technology, Business, Accountants, CPA No