All Aussie Accounting Adventures - Tech Edition

Deep Dive - CRM's, Practice Management & Workflow

March 20, 2023 All Aussie Accounting Adventures Season 1 Episode 4
Deep Dive - CRM's, Practice Management & Workflow
All Aussie Accounting Adventures - Tech Edition
More Info
All Aussie Accounting Adventures - Tech Edition
Deep Dive - CRM's, Practice Management & Workflow
Mar 20, 2023 Season 1 Episode 4
All Aussie Accounting Adventures

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 adventure.

FOLLOW US ON THE SOCIALS
www.accountingadventures.com.au
Accounting Adventures (@accadvpodcast) | Instagram
Accounting Adventures | Facebook
Accounting Adventures | LinkedIn
Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | Twitter

CHECK US OUT
ALL IN ADVISORY | Chartered accountants, business advisors & transactional experts
Illumin8 - Purpose-led cloud-driven accounting humans
Clarity 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 SPONSORS
Paytron | 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 docu

FOLLOW US
www.accountingadventures.com.au
Accounting Adventures (@accadvpodcast) | Instagram
Accounting Adventures | Facebook
Accounting Adventures | LinkedIn
Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X
podcast@accountingadventures.com.au

CHECK US OUT
ALL 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 humans
Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.
Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting

MUSIC
ENTENTE (@ententemusic) | Instagram
PRODUCTION
David Easton (@davidjeasty) | Insta...

Show Notes

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 adventure.

FOLLOW US ON THE SOCIALS
www.accountingadventures.com.au
Accounting Adventures (@accadvpodcast) | Instagram
Accounting Adventures | Facebook
Accounting Adventures | LinkedIn
Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | Twitter

CHECK US OUT
ALL IN ADVISORY | Chartered accountants, business advisors & transactional experts
Illumin8 - Purpose-led cloud-driven accounting humans
Clarity 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 SPONSORS
Paytron | 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 docu

FOLLOW US
www.accountingadventures.com.au
Accounting Adventures (@accadvpodcast) | Instagram
Accounting Adventures | Facebook
Accounting Adventures | LinkedIn
Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X
podcast@accountingadventures.com.au

CHECK US OUT
ALL 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 humans
Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.
Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting

MUSIC
ENTENTE (@ententemusic) | Instagram
PRODUCTION
David Easton (@davidjeasty) | Insta...