Accounting Automation Workflow Podcast

May 03 2023 16 ep. 25 mins 19
Accounting Automation Workflow Podcast artwork

Heather Satterley and Brian Clare discuss the exciting world of Accounting Automation!

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Earmark Media Presents: Federal Tax Updates

May 03 2023 52 mins  
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

Process Documentation: Even That Can Be Automated

Aug 13 2021 24 mins  
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.

Client Interactions: What Should And Should Not Be Automated

Aug 06 2021 27 mins  
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.

Bill Pay Apps: Because Paper Check Processes Can't Be Automated

Jul 30 2021 21 mins  
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.

Bank Statements Fetch: The Accountants Dream

Jul 23 2021 33 mins  
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.

Receipt Capture: Which App Should I Use?

Jul 18 2021 27 mins  
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 au

Customer Relationship Management Systems: Even Accountants Need One

Jul 17 2021 34 mins  
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: Pipedriv

Automating Client Communication: Receiving, Assigning, and Responding to Client Email

Jul 16 2021 28 mins  
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 foc

Client Document Management: Securely Requesting, Storing, And Delivering Documents

Jun 21 2021 24 mins  
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.

Password Managers: Keeping Passwords Safe, Secure, And Shareable

Jun 18 2021 27 mins  
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.