Podcast
Accounting Automation Workflow Podcast
Hosted by Brian Clare and Heather Satterley · EN
Heather Satterley and Brian Clare discuss the exciting world of Accounting Automation!
10episodes
Episodes
Newest firstAll episodes
Earmark Media Presents: Federal Tax Updates
May 3, 202300:52:08Tap to summarizeThe 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.comFollow the Federal Tax Updates podcast on Social Media:twitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpod
Transcribe →
Process Documentation: Even That Can Be Automated
Aug 13, 202100:24:05Tap to summarizeSponsorWe'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.Visit: https://accountingautomationworkflowpodcast.promo/corpayGet in Touch with Heathertwitter.com/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Briantwitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinksLeave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesHave an Episode Idea? Let us knowSubscribeSubscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.
Transcribe →
Client Interactions: What Should And Should Not Be Automated
Aug 6, 202100:27:13Tap to summarizeSponsorWe'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.Visit: https://accountingautomationworkflowpodcast.promo/corpayGet in Touch with Heathertwitter.com/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Briantwitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinksLeave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesHave an Episode Idea? Let us knowSubscribeSubscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.
Transcribe →
Bill Pay Apps: Because Paper Check Processes Can't Be Automated
Jul 30, 202100:21:48Tap to summarizeSponsorWe'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.Visit: https://accountingautomationworkflowpodcast.promo/corpayGet in Touch with Heathertwitter.com/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Briantwitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinksLeave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesSubscribeSubscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!Have an Episode Idea? Let us knowThis podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.
Transcribe →
Bank Statements Fetch: The Accountants Dream
Jul 23, 202100:33:35Tap to summarizeSponsorWe'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.Visit: https://accountingautomationworkflowpodcast.promo/corpayGet in Touch with Heathertwitter.com/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Briantwitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinksLeave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesHave an Episode Idea? Let us knowSubscribeSubscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.
Transcribe →
Receipt Capture: Which App Should I Use?
Jul 18, 202100:27:53Tap to summarizeSponsorWe'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.Visit: https://accountingautomationworkflowpodcast.promo/corpayGet in Touch with Heathertwitter.com/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Briantwitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinksLeave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesHave an Episode Idea? Let us knowSubscribeSubscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.
Transcribe →
Customer Relationship Management Systems: Even Accountants Need One
Jul 17, 202100:34:38Tap to summarizeSponsorWe'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.Visit: https://accountingautomationworkflowpodcast.promo/corpayGet in Touch with Heathertwitter.com/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Briantwitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinksLeave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesHave an Episode Idea? Let us knowSubscribeSubscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.
Transcribe →
Automating Client Communication: Receiving, Assigning, and Responding to Client Email
Jul 17, 202100:28:31Tap to summarizeSponsorWe'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.Visit: https://accountingautomationworkflowpodcast.promo/corpayGet in Touch with Heathertwitter.com/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Briantwitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinksLeave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesSubscribeSubscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.
Transcribe →
Client Document Management: Securely Requesting, Storing, And Delivering Documents
Jun 21, 202100:24:16Tap to summarizeSponsorWe'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.Visit: https://accountingautomationworkflowpodcast.promo/corpayGet in Touch with Heathertwitter.com/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Briantwitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinksLeave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesHave an Episode Idea? Let us knowSubscribeSubscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.
Transcribe →
Password Managers: Keeping Passwords Safe, Secure, And Shareable
Jun 18, 202100:27:42Tap to summarizeSponsorWe'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.Visit: https://accountingautomationworkflowpodcast.promo/corpayGet in Touch with Heathertwitter.com/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Briantwitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinksLeave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesHave an Episode Idea? Let us knowSubscribeSubscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.
Transcribe →