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Episode 357: Isaac Perdomo - Process Automation and Software Integrations for Accounting Firms
Manage episode 400575409 series 2822795
Content provided by Tech 4 Accountants. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tech 4 Accountants or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Dive into how accounting firms can drive efficiency through process automation and software integrations. We explore low-hanging fruit like client onboarding as well as more advanced projects like syncing sales channels to general ledgers. Discover a framework for prioritizing automation based on ease of implementation and value created. Learn the pros and cons of popular automation platforms like Zapier and Make. Look at how artificial intelligence like ChatGPT fits into an automation strategy.
Join us as we geek out over workflows that save time and money on the Tech Talk for Accountants Show!
Guest Information:
Isaac Perdomo - Certified Zapier Expert
LinkedIn: https://www.linkedin.com/in/isaac-perdomo/
YouTube: https://www.youtube.com/@opzerco
Website: https://opzer.co/
Contact Andrew Lassise (Host):
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
--- Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support376 episodes
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Manage episode 400575409 series 2822795
Content provided by Tech 4 Accountants. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tech 4 Accountants or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Dive into how accounting firms can drive efficiency through process automation and software integrations. We explore low-hanging fruit like client onboarding as well as more advanced projects like syncing sales channels to general ledgers. Discover a framework for prioritizing automation based on ease of implementation and value created. Learn the pros and cons of popular automation platforms like Zapier and Make. Look at how artificial intelligence like ChatGPT fits into an automation strategy.
Join us as we geek out over workflows that save time and money on the Tech Talk for Accountants Show!
Guest Information:
Isaac Perdomo - Certified Zapier Expert
LinkedIn: https://www.linkedin.com/in/isaac-perdomo/
YouTube: https://www.youtube.com/@opzerco
Website: https://opzer.co/
Contact Andrew Lassise (Host):
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
--- Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support376 episodes
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Similar to The Tech Talk for Accountants Show
Risky Business is a weekly information security podcast featuring news and in-depth interviews with industry luminaries. Launched in February 2007, Risky Business is a must-listen digest for information security pros. With a running time of approximately 50-60 minutes, Risky Business is pacy; a security podcast without the waffle.
…
continue reading
Weekly wrap of events of the week peppered with context, commentary and opinion by a superstar panel. Click here to support Newslaundry: http://bit.ly/paytokeepnewsfree Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Tech News Briefing is your guide to what people in tech are talking about. Every weekday, we’ll bring you breaking tech news and scoops from the pros at the Wall Street Journal, insight into new innovations and policy debates, tips from our personal tech team, and exclusive interviews with movers and shakers in the industry.
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Ever wondered how automation will change the world? Maybe you puzzle over what India could do to ease traffic congestion, or how China's aircraft carriers will transform Indian Ocean geopolitics? All Things Policy, a daily podcast brought to you by the Takshashila Institution, brings you all the answers. Every weekday, our researchers break down complex economic and geopolitical ideas through the lens of current events. For everyone from the busy executive to the curious student, All Things ...
…
continue reading
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Technical interviews about software topics.
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