63 ⎸ How we work virtually as a team Part 1
08/24/22 • 28 min
1 Listener
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
To fill out The State of Virtual Bookkeeping Survey, click HERE.
For each response, I'll be donating $1 to charity: water. Learn more here.
Join the next free training at ambitiousbookkeeper.com/training
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
To fill out The State of Virtual Bookkeeping Survey, click HERE.
For each response, I'll be donating $1 to charity: water. Learn more here.
Join the next free training at ambitiousbookkeeper.com/training
Previous Episode
62 ⎸ Starting a Bookkeeping Biz in 2022: Should you contract with another firm?
I recently connected with someone online who wants to start her bookkeeping business in the future, but still needs to build some skills. I also had a request a while back from someone in my DMs about covering the topic of contracting with other firms, CPAs, or bookkeepers. So in today’s episode, I’m going to cover just that: the upsides and the downsides, but also.... what you need to know about starting a Bookkeeping Business in 2022.
So if you find yourself wondering should I contract with a more established firm to gain experience or even just to supplement revenue, keep on listening. This one is for you.
In this episode you’ll hear:
- 3 Main things I would do differently if I started all over
- Upsides to being a contractor for another bookkeeper
- Downsides to being a contractor
- Referral partnerships
Links Mentioned:
- BBA is on sale for $497 off the regular price through the end of august. just use code: BACKTOSCHOOL at checkout when you go to ambitiousbookkeeper.com/bba
- Bookkeeper Launch - QBO Focused
- Become a Bookkeeper - Xero Focused
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
To fill out The State of Virtual Bookkeeping Survey, click HERE.
For each response, I'll be donating $1 to charity: water. Learn more here.
Next Episode
64 ⎸ How we collaborate with clients Part 2
1 Recommendations This is part 2 of our previous episode where 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 externally(client-facing) and a few that we use to collaborate both internally and externally
- how we get the most out of these tools
- our favorites
- tips to handle learning new tools
Products Mentioned (some are affiliate links)
- Xero
- Hubdoc
- Acuity
- Dubsado
- Kajabi
- Relay
- Spark email
- Google Drive
- Voxer
Resources Mentioned In This Episode:
- Podcast Episode: Why We Are A Xero Firm
- Podcast Episode: How to keep your client data secure
- Dubsado Decoded: Dubsado DIY Tutorial
- The Bookkeeping Business Accelerator
- The Bookkeeping Biz Workshops
- Elevate
- Katie Fleming Podcast Episode on Voxer
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
To fill out The State of Virtual Bookkeeping Survey, click HERE.
For each response, I'll be donating $1 to charity: water. Learn more here.
Join the next free training at ambitiousbookkeeper.com/training
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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