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Aug 6, 2021 27 min

Client Interactions: What Should And Should Not Be Automated

from Accounting Automation Workflow Podcast Hosted by Brian Clare and Heather Satterley

Sponsor We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible. Visit: https://accountingautomationworkflowpodcast.promo/corpay Get in Touch with Heather twitter.com/HSatterley facebook.com/hsatterleyZAP linkedin.com/in/heathersatterley theappyhour.com satterleyconsulting.com satterleyaccounting.com Get in Touch with Brian twitter.com/blueprintbrian twitter.com/blueprintottawa linkedin.com/company/blueprint-accounting-inc facebook.com/blueprintaccounting instagram.com/blueprintaccountinginc Links Leave a review on Apple Podcasts or Podchaser Browse a list of Accounting Conferences Have an Episode Idea? Let us know Subscribe Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app! This podcast is a production of the Accounting Podcast Network Want to sponsor this podcast? Full transcript available upon request.

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What this episode covers

In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover when you should automate part of your work and when it is more important to do it by hand. Learn about the best practices for Accountants to ensure the best possible service for each client.

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Client Interactions: What Should And Should Not Be Automated

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This episode is 27 minutes long.

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This episode was published on August 6, 2021.

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