Unleash The Power Of Xero and Hubdoc! with Serena Shoup

Can your small business afford to miss out on the financial tools that could save you time and money? Join us for an insightful conversation with Serena Shoup, an accomplished CPA turned small business owner, as she breaks down her top recommendations for small business finance management. Serena takes us through the benefits of using Relay, an online banking platform that supports the Profit First methodology, and shows how it seamlessly integrates with popular accounting software like QuickBooks and Xero. Learn why separating your business and personal finances is crucial and how Relay's features can simplify team spending management, providing practical solutions for every small business owner.

Ever wondered which accounting software offers the best control mechanisms? In this episode, we explore the critical importance of audit trails and user access controls by comparing Xero and QuickBooks Online. Serena shares how Xero’s inability to delete transactions enhances security and oversight, making it a preferred choice for security-conscious business owners. She also delves into the advantages of integrating Google Drive, Xero, and HubDoc to streamline your bookkeeping and document management. From setting up these systems quickly to the benefits of outsourcing bookkeeping tasks, this episode is packed with actionable steps to help you stay organized and maintain peace of mind with your small business finances. Tune in and discover how modern tools can transform your financial processes, making your business run smoother and more efficiently.

https://relayfi.com/?referralcode=ShoupCPA
https://www.xero.com/us/
https://www.hubdoc.com/
ofcoursebookkeeping.com