64 ⎸ How we collaborate with clients Part 2

Send us Fan Mail 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 externallyhow we get the most out of these toolsour favoritestips to handle learning new toolsProducts Mentioned (some are affiliate links)XeroHubdocAcuityDubsadoKajabiRelaySpark emailGoogle DriveVoxerResources Mentioned In This Episode:Podcast Episode: Why We Are A Xero FirmPodcast Episode: How to keep your client data secureDubsado Decoded: Dubsado DIY TutorialThe Bookkeeping Business AcceleratorThe Bookkeeping Biz WorkshopsElevateKatie Fleming Podcast Episode on VoxerThanks 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, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect of Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing ToolsPodcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)This episode is sponsored by: LiveFlowReceive 20% off your first 3 months by using code AMBITION at checkout:http://Join the next free training > Get access to the Dubsado Decoded Private Podcast Series here>>