Bean Counter to Boss 4

Episode 4: Bean Counter to Boss 4

In this episode of the series, Amy Hancock and James Goulsbra talk about the add-ons to bookkeeping software that they use, debate CRM versus Excel, and talk about how you manage anti-money laundering requirements.

Show notes

In this episode of the series, Amy Hancock and James Goulsbra talk about the add-ons to bookkeeping software that they use, debate CRM versus Excel, and talk about how you manage anti-money laundering requirements.

This podcast series complements our hub Creating Tomorrow’s Practice Today – a hub covering regulation, tips from other members and ACCA partners, and how you can build your community. There’s even a checklist that you can use to check your progress. You can check out our hub

You can find ACCA’s AML resources on our technical advisory website

Hosts


Guests

Amy Hancock

Amy Hancock

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James Goulsbra

James Goulsbra

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