Client Interactions: What Should And Should Not Be Automated

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.

Show Notes

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

• 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

• Leave a review on Apple Podcasts or Podchaser
• Browse a list of Accounting Conferences

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Full transcript available upon request.

What is Accounting Automation Workflow Podcast?

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