Podcast Episodes

236 BASIC Email Marketing for Accounting Firms

Episode 236

💰 Today's Sponsors
LiveFlow https://bit.ly/3tK7Llr
Uku https://getuku.com/1y-winners
TechGuru https://www.techguruit.com/
TeamUp https://www.hireteamup.c…

1 year, 10 months ago

View Episode

235 17 Apps Your Firm Might Just Fall In Love With

Episode 235

1. Scribe https://scribehow.com/
1.5 Whale https://usewhale.io/
2. TextExpander https://textexpander.com/
3. My task LMS https://mytasklms.com/
4. Motion…

1 year, 10 months ago

View Episode

234 Shortcuts That Will Transform Your Firm

Episode 234

💰 Today's Sponsors
LiveFlow https://bit.ly/3tK7Llr
Uku https://getuku.com/1y-winners
Copilot https://www.copilot.com/solutions/accounting-client-portal
T…

1 year, 11 months ago

View Episode

233 Answering Your Questions About Fully Scheduled Work!

Episode 233

💰 Today's Sponsors
Copilot https://www.copilot.com/solutions/accounting-client-portal
TeamUp https://www.hireteamup.com/
LiveFlow https://bit.ly/3tK7Llr…

1 year, 11 months ago

View Episode

232 Transitioning Your Firm to Scheduled Work

Episode 232

💰 Today's Sponsors
Copilot https://www.copilot.com/solutions/accounting-client-portal
TeamUp https://www.hireteamup.com/
LiveFlow https://bit.ly/3tK7Llr…

1 year, 11 months ago

View Episode

231 Building A Fully Scheduled Accounting Firm

Episode 231

💰 Today's Sponsors
Copilot https://www.copilot.com/solutions/accounting-client-portal
TeamUp https://www.hireteamup.com/
LiveFlow https://bit.ly/3tK7Llr…

1 year, 11 months ago

View Episode

230 How Firms Are Moving To Fully-Scheduled Work - Part 2

Episode 230

💰 Today's Sponsors
Firm360 https://www.myfirm360.com/
TeamUp https://www.hireteamup.com/
LiveFlow https://bit.ly/3tK7Llr
RightWorks https://www.rightwork…

1 year, 11 months ago

View Episode

229 How Firms Are Moving To Fully-Scheduled Work - Part 1

Episode 229

💰 Today's Sponsors
Firm360 https://www.myfirm360.com/
TeamUp https://www.hireteamup.com/
LiveFlow https://bit.ly/3tK7Llr
RightWorks https://www.rightwork…

1 year, 11 months ago

View Episode

228 Should Accounting Firms Let Clients TEXT Them!?

Episode 228

Copilot https://www.copilot.com/solutions/accounting-client-portal
TeamUp https://www.hireteamup.com/
Firm360 https://www.myfirm360.com/

🗣️ Continue the…

1 year, 11 months ago

View Episode

227 How AI Is About To Make Accounting Quality Assurance Easier

Episode 227

💰 Today's Sponsors
Copilot https://www.copilot.com/solutions/accounting-client-portal
TeamUp https://www.hireteamup.com/
Firm360 https://www.myfirm360.c…

1 year, 11 months ago

View Episode