EPISODE · Mar 20, 2023 · 30 MIN
Deep Dive - CRM's, Practice Management & Workflow
from All Aussie Accounting Adventures - Tech Edition · host All Aussie Accounting Adventures
It’s time to hit the road with Amy & Ajacks All Aussie Accounting Adventures | Tech editionIn this ep, Amy and Jack deep dive into all things CRM, Practice Management (PM) and Workflow. What are they? Is there a difference between CRM and PM? Do we need them? How do we use them? All in one or best in class? and with some horse references thrown in for good measure (yep, we sense a running theme here 😉).So grab your bevvy of choice and join them on their next accounting tech adventure.FOLLOW US ON THE SOCIALSwww.accountingadventures.com.au Accounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | TwitterCHECK US OUTALL IN ADVISORY | Chartered accountants, business advisors & transactional expertsIllumin8 - Purpose-led cloud-driven accounting humansClarity Street Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Early Adopters Hub Bringing together innovative accounting tech startups with the most forward-thinking accountants in the world - Where the Future of AccounTech is Made.AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSPaytron | Eliminate multiple systems and centralise your entire cashflow data. Paytron covers all bases to drive efficiency for businesses and accountants. Manage funds, make and receive payments, and oversee employee spend all in one place.Practice Protect | More Trust. Less Risk. Superior cyber security for the modern accounting firm. Control access to client data, manage risk, and stay compliant with an all-in-one platform.Content Snare The easy, stress-free way to gather content and documents. Organised content and document collection without the back and forthMUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | InstagramFOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | [email protected] US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle.MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDav...
What this episode covers
It’s time to hit the road with Amy & Ajacks All Aussie Accounting Adventures | Tech edition In this ep, Amy and Jack deep dive into all things CRM, Practice Management (PM) and Workflow. What are they? Is there a difference between CRM and PM? Do we need them? How do we use them? All in one or best in class? and with some horse references thrown in for good measure (yep, we sense a running theme here 😉). So grab your bevvy of choice and join them on their next accounting tech adve...
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Deep Dive - CRM's, Practice Management & Workflow
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