How to Identify Automation Opportunities for Your Bookkeeping Firm with James Rose

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

Alyssa Lang interviews 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 automation, Zapier, efficiency tools and tactics, and so much more. They’re on a mission to help you identify areas to be more productive and that’s what this episode is all about.

In this episode you’ll hear:

• How to leverage shortcuts and softwares to help you be more productive
• What efficiency softwares and tools you should consider implementing in your business
• Examples of automation you can put into place in your firm
• Details and ideas on different Zapier zaps that can streamline your business
• How to identify areas to automate and what that process looks like

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:

Check out his Content Snare website: https://contentsnare.com

Check out his website: https://jimmyrose.me
Follow him on Twitter: https://twitter.com/_jimmyrose
Connect with him on 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)

🎮 Elgato Stream Deck

⚙️ TextExpander

💻 The Motherload of Email Forms & Swipe Files (done-for-you templated emails created by Workflow Queen)

⚙️ ChatGPT

⚙️ RightTool

⚙️ Zapier

⚙️ Miro

💻 Breakthrough for Bookkeepers & Accountants
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

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Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

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Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam:

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章节

1. How to Identify Automation Opportunities for Your Bookkeeping Firm with James Rose (00:00:00)

2. Introducing James Rose (00:02:56)

3. How Automation Can Change Your Life (00:04:20)

4. James' Streamdeck (00:07:03)

5. Text Expander (00:10:04)

6. Automating Naming Conventions (00:14:59)

7. Automating Branding Colors (00:23:13)

8. Using Chat GPT to write simple scripts and other things (00:25:09)

9. Caveats about A.I. (00:29:10)

10. Different Ways to Automate (00:32:03)

11. Talking about Zapier (00:40:11)

12. Avoiding Overwhelm when Getting Started with Automation (00:41:43)

13. Semi-Automated Tasks (00:47:08)

14. Objections to Spending the Time to Automate (00:52:08)

15. Where to Find James (00:56:39)