Accounting Automation Workflow Podcast
16 episodes - English - Latest episode: 12 months ago - ★★★★★ - 4 ratingsHeather Satterley and Brian Clare discuss the exciting world of Accounting Automation!
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Episodes
Earmark Media Presents: Federal Tax Updates
May 03, 2023 20:22 - 52 minutes - 47.8 MBThe 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 So...
Process Documentation: Even That Can Be Automated
August 13, 2021 15:00 - 24 minutes - 16.6 MBSponsor 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 twitter.com/HSatterley facebook.com/hsatterleyZAP linkedin.com/in/heathersatterley theappyhour.com satterleyconsulting.com satterleyaccounting.com Get in Touch with Brian twitter.com/blueprintbrian twitter.com/blueprintottawa linkedin.com/company/blueprint-accou...
Client Interactions: What Should And Should Not Be Automated
August 06, 2021 15:30 - 27 minutes - 18.8 MBSponsor 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 twitter.com/HSatterley facebook.com/hsatterleyZAP linkedin.com/in/heathersatterley theappyhour.com satterleyconsulting.com satterleyaccounting.com Get in Touch with Brian twitter.com/blueprintbrian twitter.com/blueprintottawa linkedin.com/company/blueprint-accou...
Bill Pay Apps: Because Paper Check Processes Can't Be Automated
July 30, 2021 21:42 - 21 minutes - 15 MBSponsor 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 twitter.com/HSatterley facebook.com/hsatterleyZAP linkedin.com/in/heathersatterley theappyhour.com satterleyconsulting.com satterleyaccounting.com Get in Touch with Brian twitter.com/blueprintbrian twitter.com/blueprintottawa linkedin.com/company/blueprint-accou...
Bank Statements Fetch: The Accountants Dream
July 23, 2021 18:00 - 33 minutes - 23.1 MBSponsor 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 twitter.com/HSatterley facebook.com/hsatterleyZAP linkedin.com/in/heathersatterley theappyhour.com satterleyconsulting.com satterleyaccounting.com Get in Touch with Brian twitter.com/blueprintbrian twitter.com/blueprintottawa linkedin.com/company/blueprint-accou...
Receipt Capture: Which App Should I Use?
July 18, 2021 15:00 - 27 minutes - 19.2 MBSponsor 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 twitter.com/HSatterley facebook.com/hsatterleyZAP linkedin.com/in/heathersatterley theappyhour.com satterleyconsulting.com satterleyaccounting.com Get in Touch with Brian twitter.com/blueprintbrian twitter.com/blueprintottawa linkedin.com/company/blueprint-accoun...
Customer Relationship Management Systems: Even Accountants Need One
July 17, 2021 15:00 - 34 minutes - 23.9 MBSponsor 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 twitter.com/HSatterley facebook.com/hsatterleyZAP linkedin.com/in/heathersatterley theappyhour.com satterleyconsulting.com satterleyaccounting.com Get in Touch with Brian twitter.com/blueprintbrian twitter.com/blueprintottawa linkedin.com/company/blueprint-accoun...
Automating Client Communication: Receiving, Assigning, and Responding to Client Email
July 17, 2021 03:16 - 28 minutes - 19.7 MBSponsor 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 twitter.com/HSatterley facebook.com/hsatterleyZAP linkedin.com/in/heathersatterley theappyhour.com satterleyconsulting.com satterleyaccounting.com Get in Touch with Brian twitter.com/blueprintbrian twitter.com/blueprintottawa linkedin.com/company/blueprint-accoun...
Client Document Management: Securely Requesting, Storing, And Delivering Documents
June 21, 2021 16:00 - 24 minutes - 16.7 MBSponsor 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 twitter.com/HSatterley facebook.com/hsatterleyZAP linkedin.com/in/heathersatterley theappyhour.com satterleyconsulting.com satterleyaccounting.com Get in Touch with Brian twitter.com/blueprintbrian twitter.com/blueprintottawa linkedin.com/company/blueprint-accoun...
Password Managers: Keeping Passwords Safe, Secure, And Shareable
June 18, 2021 17:13 - 27 minutes - 19.1 MBSponsor 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 twitter.com/HSatterley facebook.com/hsatterleyZAP linkedin.com/in/heathersatterley theappyhour.com satterleyconsulting.com satterleyaccounting.com Get in Touch with Brian twitter.com/blueprintbrian twitter.com/blueprintottawa linkedin.com/company/blueprint-accoun...
Automated Reminders: Using Tools To Remind Clients About Deadlines
May 19, 2021 23:48 - 19 minutes - 13.2 MBSponsor 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 twitter.com/HSatterley facebook.com/hsatterleyZAP linkedin.com/in/heathersatterley theappyhour.com satterleyconsulting.com satterleyaccounting.com Get in Touch with Brian twitter.com/blueprintbrian twitter.com/blueprintottawa linkedin.com/company/blueprint-accou...
Team Communication Options: You Can Almost Stop Using Email
April 09, 2021 04:35 - 17 minutes - 24.6 MBSponsor Sponsorship for this podcast is available, contact David Leary at [email protected] Get in Touch with Heather twitter.com/HSatterley facebook.com/hsatterleyZAP linkedin.com/in/heathersatterley theappyhour.com satterleyconsulting.com satterleyaccounting.com Get in Touch with Brian twitter.com/blueprintbrian twitter.com/blueprintottawa linkedin.com/company/blueprint-accounting-inc facebook.com/blueprintaccounting instagram.com/blueprintaccountinginc Links ...
Bank Feeds and Bank Rules: The Automation You Already Have in Your Accounting System
April 09, 2021 04:22 - 25 minutes - 35.7 MBSponsor Sponsorship for this podcast is available, contact David Leary at [email protected] Get in Touch with Heather twitter.com/HSatterley facebook.com/hsatterleyZAP linkedin.com/in/heathersatterley theappyhour.com satterleyconsulting.com satterleyaccounting.com Get in Touch with Brian twitter.com/blueprintbrian twitter.com/blueprintottawa linkedin.com/company/blueprint-accounting-inc facebook.com/blueprintaccounting instagram.com/blueprintaccountinginc Links ...
Texting Apps: How to Not Give Your Actual Cell Phone Number to Clients
April 09, 2021 03:49 - 22 minutes - 30.4 MBSponsor Sponsorship for this podcast is available, contact David Leary at [email protected] Get in Touch with Heather twitter.com/HSatterley facebook.com/hsatterleyZAP linkedin.com/in/heathersatterley theappyhour.com satterleyconsulting.com satterleyaccounting.com Get in Touch with Brian twitter.com/blueprintbrian twitter.com/blueprintottawa linkedin.com/company/blueprint-accounting-inc facebook.com/blueprintaccounting instagram.com/blueprintaccountinginc Links ...
In this proof-of-concept episode...
March 19, 2021 20:29 - 22 minutes - 31.6 MBSponsor Sponsorship for this podcast is available, contact David Leary at [email protected] Get in Touch with Heather twitter.com/HSatterley facebook.com/hsatterleyZAP linkedin.com/in/heathersatterley theappyhour.com satterleyconsulting.com satterleyaccounting.com Get in Touch with Brian twitter.com/blueprintbrian twitter.com/blueprintottawa linkedin.com/company/blueprint-accounting-inc facebook.com/blueprintaccounting instagram.com/blueprintaccountinginc Links ...
Thanks for subscribing!
November 20, 2020 15:58 - 8 seconds - 192 KBThanks for subscribing to the Accounting Automation Workflow Podcast. New episodes to be released soon! Presented by the Accounting Podcast Network: https://accountingpodcastnetwork.com/