64 ⎸ How we collaborate with clients Part 2

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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

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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:
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