EP 152 Aug 6, 2019 6:00:00 AM

EP152: Jesse Wood - Why Automation Is Crucial To Your Business

with Jesse Wood

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30-second brief
You've tried automation before. It created more work, not less — so you went back to the old way. Sound familiar? This week, Jesse Wood, CEO of eFileCabinet, joins Michael to unpack why most automation fails bookkeepers — and what it actually takes to make files file themselves. You'll hear how one firm onboards 300 new clients a year without building a single folder by hand, plus a surprisingly simple way to make security flexible instead of a roadblock. If you're ready to stop wasting hours on repeatable tasks, this is the episode to install next.

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Show notes

Are you efficient with your time?


If you’re not, your bookkeeping business could be suffering.This is where automation can help.

Today’s guest knows all about that.

Jesse Wood is the CEO of eFileCabinet. It is software used by businesses that want to automate their processes, save time, save money, be compliant, and make all of their documents instantly and securely accessible from anywhere.

Wood has over 20 years of leadership experience innovating custom technical solutions for a wide range of business applications.

During this interview, you'll discover...

  • The advantages of automation

  • The significance of listening to your customers

  • The importance of flexibility, accessibility, and role-based security

To connect with Jesse on LinkedIn, visit here.

To find out more about eFileCabinet, check this out.

Full transcript

EP152: Jesse Wood - Why Automation Is Crucial To Your Business
EP 152