Episode 368: Kelly Gonsalves - Scaling Your Firm with Automation and AI

01/06/2024 53 min

Listen "Episode 368: Kelly Gonsalves - Scaling Your Firm with Automation and AI"

Episode Synopsis

In this episode, I got to sit down with Kelly Gonsalves, a QuickBooks Pro Advisor and the founder of Totally Booked. Her mission is to assist every small business in becoming more profitable by utilizing efficient accounting processes.
We dive into her insights on scaling an accounting firm through automation and leveraging AI. Kelly discussed her journey from working a corporate job she disliked to building a successful remote firm by integrating technology and apps. The discussion covers practical tips on using AI for marketing, social media, and streamlining processes, as well as strategies for coexisting with AI and leveraging its capabilities while maintaining human oversight. Kelly also shares her experiences with automation tools, productivity apps, and the challenges of balancing technology with client relationships.

Guest Information:
Kelly Gonsalves - Founder of Totally Booked
LinkedIn: https://www.linkedin.com/in/totallykellyg/ 
Website: https://totallybooked.nyc/about 

Contact Andrew Lassise (Host): 
Email: [email protected]
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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