Growth 40 minutes

Tyler Caskey: How Consolidating Tools & Automation Can Transform Your Agency

Harv Nagra

Easy access to reports and dashboards is a game changer. But if your data is siloed in different systems, replicating data can be a daunting task, let alone accurate reporting. And with manual data entry, there’s the risk of human error.

Imagine if you could consolidate tools to improve automation – gaining visibility, accuracy, and efficiency within your team.

In this episode, we’ll hear from Tyler Caskey, a chartered accountant and founder of TheBeanCounters. You’ll learn what to look for in a new tool to centralize more of the workflow and how to introduce this change to the business.

Tyler will share:

  • The challenges agencies face with disjointed systems
  • The importance of user-friendly and well-integrated technology
  • Examples of successful consolidation


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