Accounting Automation Workflow Podcast

Earmark Media Presents: Federal Tax Updates

2023-05-0352:08

The Federal Tax Updates podcast is a recent addition to the Earmark Media network of accounting-focused podcasts. In this episode, Roger and Annie discuss the most recent IRS updates and recommendations for tax preparers dealing with the surge of inaccurate ERC claims. They also provide some detailed insights into filing extensions for clients.Want to hear more Federal Tax Updates episodes? Listen and subscribe at federaltaxupdates.comFollow the Federal Tax Updates podcast on Social Media:twitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpod

Process Documentation: Even That Can Be Automated

2021-08-1324:05

SponsorWe'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.Visit: https://accountingautomationworkflowpodcast.promo/corpayGet in Touch with Heathertwitter.com/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Briantwitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinksLeave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesHave an Episode Idea? Let us knowSubscribeSubscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.

Client Interactions: What Should And Should Not Be Automated

2021-08-0627:13

SponsorWe'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.Visit: https://accountingautomationworkflowpodcast.promo/corpayGet in Touch with Heathertwitter.com/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Briantwitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinksLeave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesHave an Episode Idea? Let us knowSubscribeSubscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.

Bill Pay Apps: Because Paper Check Processes Can't Be Automated

2021-07-3021:48

SponsorWe'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.Visit: https://accountingautomationworkflowpodcast.promo/corpayGet in Touch with Heathertwitter.com/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Briantwitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinksLeave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesSubscribeSubscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!Have an Episode Idea? Let us knowThis podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.

Bank Statements Fetch: The Accountants Dream

2021-07-2333:35

SponsorWe'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.Visit: https://accountingautomationworkflowpodcast.promo/corpayGet in Touch with Heathertwitter.com/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Briantwitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinksLeave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesHave an Episode Idea? Let us knowSubscribeSubscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.

Receipt Capture: Which App Should I Use?

2021-07-1827:53

SponsorWe'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.Visit: https://accountingautomationworkflowpodcast.promo/corpayGet in Touch with Heathertwitter.com/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Briantwitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinksLeave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesHave an Episode Idea? Let us knowSubscribeSubscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.

Customer Relationship Management Systems: Even Accountants Need One

2021-07-1734:38

SponsorWe'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.Visit: https://accountingautomationworkflowpodcast.promo/corpayGet in Touch with Heathertwitter.com/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Briantwitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinksLeave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesHave an Episode Idea? Let us knowSubscribeSubscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.

Automating Client Communication: Receiving, Assigning, and Responding to Client Email

2021-07-1728:31

SponsorWe'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.Visit: https://accountingautomationworkflowpodcast.promo/corpayGet in Touch with Heathertwitter.com/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Briantwitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinksLeave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesSubscribeSubscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.

Client Document Management: Securely Requesting, Storing, And Delivering Documents

2021-06-2124:16

SponsorWe'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.Visit: https://accountingautomationworkflowpodcast.promo/corpayGet in Touch with Heathertwitter.com/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Briantwitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinksLeave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesHave an Episode Idea? Let us knowSubscribeSubscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.

Password Managers: Keeping Passwords Safe, Secure, And Shareable

2021-06-1827:42

SponsorWe'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.Visit: https://accountingautomationworkflowpodcast.promo/corpayGet in Touch with Heathertwitter.com/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Briantwitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinksLeave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesHave an Episode Idea? Let us knowSubscribeSubscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.

Automated Reminders: Using Tools To Remind Clients About Deadlines

2021-05-1919:09

Sponsor We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.Visit: https://accountingautomationworkflowpodcast.promo/corpayGet in Touch with Heathertwitter.com/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Briantwitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinksLeave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesHave an Episode Idea? Let us knowSubscribeSubscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.

Team Communication Options: You Can Almost Stop Using Email

2021-04-0917:49

SponsorSponsorship for this podcast is available, contact David Leary at david@sombreroapps.comGet in Touch with Heathertwitter.com/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Briantwitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinksLeave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesHave an Episode Idea? Let us knowSubscribeSubscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.

Bank Feeds and Bank Rules: The Automation You Already Have in Your Accounting System

2021-04-0925:57

SponsorSponsorship for this podcast is available, contact David Leary at david@sombreroapps.comGet in Touch with Heathertwitter.com/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Briantwitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinksLeave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesHave an Episode Idea? Let us knowSubscribeSubscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.

Texting Apps: How to Not Give Your Actual Cell Phone Number to Clients

2021-04-0922:02

SponsorSponsorship for this podcast is available, contact David Leary at david@sombreroapps.comGet in Touch with Heathertwitter.com/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Briantwitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinksLeave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesHave an Episode Idea? Let us knowSubscribeSubscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.

In this proof-of-concept episode...

2021-03-1922:58

SponsorSponsorship for this podcast is available, contact David Leary at david@sombreroapps.comGet in Touch with Heathertwitter.com/HSatterleyfacebook.com/hsatterleyZAPlinkedin.com/in/heathersatterleytheappyhour.comsatterleyconsulting.comsatterleyaccounting.com Get in Touch with Briantwitter.com/blueprintbriantwitter.com/blueprintottawalinkedin.com/company/blueprint-accounting-incfacebook.com/blueprintaccountinginstagram.com/blueprintaccountingincLinksLeave a review on Apple Podcasts or PodchaserBrowse a list of Accounting ConferencesHave an Episode Idea? Let us knowSubscribeSubscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!This podcast is a production of the Accounting Podcast NetworkWant to sponsor this podcast? Full transcript available upon request.

Thanks for subscribing!

2020-11-2000:08

Thanks for subscribing to the Accounting Automation Workflow Podcast. New episodes to be released soon!Presented by the Accounting Podcast Network: https://accountingpodcastnetwork.com/

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