48 min listen
How to Identify Automation Opportunities for Your Bookkeeping Firm with James Rose
FromConquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
How to Identify Automation Opportunities for Your Bookkeeping Firm with James Rose
FromConquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
ratings:
Length:
60 minutes
Released:
Aug 1, 2023
Format:
Podcast episode
Description
Alyssa Lang interviews James Rose, the co-founder of Content Snare who’s on a mission to help others gather information and documents easily from clients. We talk today about automation, Zapier, efficiency tools and tactics, and so much more. They’re on a mission to help you identify areas to be more productive and that’s what this episode is all about.In this episode you’ll hear:How to leverage shortcuts and softwares to help you be more productiveWhat efficiency softwares and tools you should consider implementing in your businessExamples of automation you can put into place in your firmDetails and ideas on different Zapier zaps that can streamline your businessHow to identify areas to automate and what that process looks likeAbout our guest:James Rose is the co-founder of Content Snare - a software platform that makes it easy to onboard clients and collect documents.Once an automation engineer, his new priority is to help business owners regain their lives, be more productive and get more done in less time.Connect with James Rose:Check out his Content Snare website: https://contentsnare.comCheck out his website: https://jimmyrose.me Follow him on Twitter: https://twitter.com/_jimmyrose Connect with him on LinkedIn: https://www.linkedin.com/in/jamesrose0/Resources mentioned in this episode:⚙️ ContentSnare (free 14 day trial of my favorite software to get information from clients)? Elgato Stream Deck⚙️ TextExpander? The Motherload of Email Forms & Swipe Files (done-for-you templated emails created by Workflow Queen)⚙️ ChatGPT⚙️ RightTool⚙️ Zapier⚙️ Miro? Breakthrough for Bookkeepers & AccountantsThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueenFor more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:Visit our website: workflowqueen.comFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam: iangilliam.com
Released:
Aug 1, 2023
Format:
Podcast episode
Titles in the series (65)
Building a $1.5 Million Firm with no Bookkeeping Experience with Melissa Honan by Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)