Send us a text

 I get so many questions about what tools we use and how we use them, so this week Meriah (my Director of Operations at Team Shoup) and I are breaking down how we collaborate as a team to get everything done and maintain our team culture.

In this episode you’ll hear:

• the tech and tools we use to collaborate internally (next week will be about tools we use client-facing)
• how we get the most out of these tools
• how to handle the overwhelm when it comes to all of these tools
• Episode 19: Why We’re a Xero Firm

Products Mentioned (some are affiliate links)

• Zoom
• Loom
• Asana - Learn to implement with Kickoff With Asana for Bookkeepers & Accountants
• Notion - Learn to implement it with Breakthrough for Bookkeepers
• Slack
• Gusto
• Canva
• Loomly
• 1Password
• Clockify

Thanks 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, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools

• Podcast Editing: Ian Gilliam: iangilliam.com
• Descript (affiliate link)
• Buzzsprout (affiliate link)

This episode is sponsored by: LiveFlow
Receive 20% off your first 3 months by using code AMBITION at checkout:
http://www.liveflow.io/partnerships/ambition

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>