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The Ambitious Bookkeeper Podcast - 63 ⎸ How we work virtually as a team Part 1

63 ⎸ How we work virtually as a team Part 1

The Ambitious Bookkeeper Podcast

08/24/22 • 29 min

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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)

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.
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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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