Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
内容由Alyssa Lang提供。所有播客内容（包括剧集、图形和播客描述）均由 Alyssa Lang 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
类似 Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen) 的节目
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Radio Advisory is your weekly download on how to untangle healthcare's most pressing challenges, powered by 40 years of Advisory Board research. Whether it's workforce shortages, industry disruptors, or health equity strategy, we're here to help. Our hosts and seasoned researchers talk with industry experts to equip you with knowledge to confront today’s unanswered questions in healthcare. New episodes drop every Tuesday. | www.advisory.com
…
continue reading
How do I start an online business? How do I build a brand online? How do I get traffic and attention to my online business? The biggest question is, can I start a business online and replace my current JOB? Welcome to The Rock Your Brand podcast show where we answer ALL of these questions and a ton MORE! Scott Voelker, the host will share with you everything you need to know and help you to build a Future Proof Business that will allow you the ultimate Freedom. Scott shares tips and strategi ...
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
Each week, Another Bite breaks down the latest and greatest pitches from Shark Tank. It's practical business advice delivered in a fun way. All the substance of an HBR article, but fun. Hosted by Jorie Munroe, Ariel Boswell, and Jon Dick.
…
continue reading
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
…
continue reading
Whatever you lead can only grow when you do. Experience real-life, real-time business and leadership coaching from Dave Ramsey, a successful CEO, popular radio personality, bestselling author, and now the host of The EntreLeadership Podcast. Dave takes your calls and draws on over 30 years of experience as the CEO of Ramsey Solutions to help you overcome the challenges you're facing. More at https://www.ramseysolutions.com/shows/the-entreleadership-podcast.
…
continue reading
Player FM -播客应用
使用Player FM应用程序离线！
使用Player FM应用程序离线！
))
Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
«
»
Leveraging Content Snare to Easily Gather Information from Clients with James Rose
Manage episode 355937377 series 3359646
内容由Alyssa Lang提供。所有播客内容（包括剧集、图形和播客描述）均由 Alyssa Lang 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
I interview James Rose, the co-founder of Content Snare who’s on a mission to help others gather information and documents easily from clients. We talk today about the ways Content Snare can fit into your firm and how to leverage it.
In this episode you’ll hear:
- What Content Snare is and how it can help you in your firm
- How to ensure you get the right information through rejecting and requesting information
- Comparing Content Snare to other softwares and how it’s different
- Why you shouldn’t rely on one software to “do it all”
- How to create a great client experience with Content Snare
- How Content Snare fits into a tech stack for bookkeepers
- How to reduce overwhelm for clients in onboarding and monthly requests
About our guest:
James Rose is the co-founder of Content Snare - a software platform that makes it easy to onboard clients and collect documents.
Once an automation engineer, his new priority is to help business owners regain their lives, be more productive and get more done in less time.
Connect with James Rose:
https://jimmyrose.me Twitter: https://twitter.com/_jimmyrose LinkedIn: https://www.linkedin.com/in/jamesrose0/
Resources mentioned in this episode:
⚙️ ContentSnare (free 14 day trial of my favorite software to get information from clients)
⚡️ Magnetic Bookkeeping tech stack (this is the exact tech stack I use at my firm)
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, @workflowqueen
For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: workflowqueen.com
Follow the Blog: workflowqueen.com/blog
Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq
Connect on Instagram: instagram.com/workflowqueen
Connect on Facebook: Facebook.com/workflowqueen
Podcast Publishing Tools we use:
- Podcast Editing: Ian Gilliam: iangilliam.com
💸 Check out Plooto for receiving payments from clients that will save you a TON of money on fees (www.workflowqueen.com/plooto)
67集单集
Leveraging Content Snare to Easily Gather Information from Clients with James Rose
Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
分享
Manage episode 355937377 series 3359646
内容由Alyssa Lang提供。所有播客内容（包括剧集、图形和播客描述）均由 Alyssa Lang 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
I interview James Rose, the co-founder of Content Snare who’s on a mission to help others gather information and documents easily from clients. We talk today about the ways Content Snare can fit into your firm and how to leverage it.
In this episode you’ll hear:
- What Content Snare is and how it can help you in your firm
- How to ensure you get the right information through rejecting and requesting information
- Comparing Content Snare to other softwares and how it’s different
- Why you shouldn’t rely on one software to “do it all”
- How to create a great client experience with Content Snare
- How Content Snare fits into a tech stack for bookkeepers
- How to reduce overwhelm for clients in onboarding and monthly requests
About our guest:
James Rose is the co-founder of Content Snare - a software platform that makes it easy to onboard clients and collect documents.
Once an automation engineer, his new priority is to help business owners regain their lives, be more productive and get more done in less time.
Connect with James Rose:
https://jimmyrose.me Twitter: https://twitter.com/_jimmyrose LinkedIn: https://www.linkedin.com/in/jamesrose0/
Resources mentioned in this episode:
⚙️ ContentSnare (free 14 day trial of my favorite software to get information from clients)
⚡️ Magnetic Bookkeeping tech stack (this is the exact tech stack I use at my firm)
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, @workflowqueen
For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: workflowqueen.com
Follow the Blog: workflowqueen.com/blog
Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq
Connect on Instagram: instagram.com/workflowqueen
Connect on Facebook: Facebook.com/workflowqueen
Podcast Publishing Tools we use:
- Podcast Editing: Ian Gilliam: iangilliam.com
💸 Check out Plooto for receiving payments from clients that will save you a TON of money on fees (www.workflowqueen.com/plooto)
67集单集
所有剧集
×
欢迎使用Player FM
Player FM正在网上搜索高质量的播客，以便您现在享受。它是最好的播客应用程序，适用于安卓、iPhone和网络。注册以跨设备同步订阅。
类似 Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen) 的节目
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Radio Advisory is your weekly download on how to untangle healthcare's most pressing challenges, powered by 40 years of Advisory Board research. Whether it's workforce shortages, industry disruptors, or health equity strategy, we're here to help. Our hosts and seasoned researchers talk with industry experts to equip you with knowledge to confront today’s unanswered questions in healthcare. New episodes drop every Tuesday. | www.advisory.com
…
continue reading
How do I start an online business? How do I build a brand online? How do I get traffic and attention to my online business? The biggest question is, can I start a business online and replace my current JOB? Welcome to The Rock Your Brand podcast show where we answer ALL of these questions and a ton MORE! Scott Voelker, the host will share with you everything you need to know and help you to build a Future Proof Business that will allow you the ultimate Freedom. Scott shares tips and strategi ...
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
Each week, Another Bite breaks down the latest and greatest pitches from Shark Tank. It's practical business advice delivered in a fun way. All the substance of an HBR article, but fun. Hosted by Jorie Munroe, Ariel Boswell, and Jon Dick.
…
continue reading
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
…
continue reading
Whatever you lead can only grow when you do. Experience real-life, real-time business and leadership coaching from Dave Ramsey, a successful CEO, popular radio personality, bestselling author, and now the host of The EntreLeadership Podcast. Dave takes your calls and draws on over 30 years of experience as the CEO of Ramsey Solutions to help you overcome the challenges you're facing. More at https://www.ramseysolutions.com/shows/the-entreleadership-podcast.
…
continue reading
Player FM -播客应用
使用Player FM应用程序离线！
使用Player FM应用程序离线！
