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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
08/24/22 • 29 min
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The Ambitious Bookkeeper Podcast - 63 ⎸ How we work virtually as a team Part 1
Transcript
[00:00:00] Serena: Welcome back to the ambitious bookkeeper podcast. This week, I have my integrator director of operations, Mariah on with me, and we are sharing with you how we work together and collaborate as a team inside of the firm and ambitious bookkeeper. And we've broken this up into two episodes. So in this part, one of this.
[00:00:25] Topic, we are breaking down our internal collaboration tools, the way that we work together, virtually as a team and ensure t
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