Episode 357: Isaac Perdomo - Process Automation and Software Integrations for Accounting Firms

The Tech Talk for Accountants Show

Feb 12, 2024•37 min

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Episode description

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

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