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

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Podcast Publishing Tools

  • Podcast Editing: Ian Gilliam: iangilliam.com
  • Descript (affiliate link)
  • Buzzsprout (affiliate link)

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