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Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
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How to Save a Sh*t Ton of Money on Processing Fees Using Plooto
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In this solo episode, Alyssa Lang covers one of her favorite softwares, Plooto. She talks about how much money it has saved her and firm bookkeeping firm from unnecessary payment processing fees, what subscription level she uses and how she onboards her clients in Plooto.
In this episode you’ll hear:
- What Plooto is and how it can transform your ACH process
- What subscription level we recommend to get the most out of your payment processing fees
- What features are available for you and your clients in Plooto
- How to onboard your clients using Plooto for ACH payments
- How to transition current clients into a new payment processor
Resources mentioned in this episode:
💸 QuickBooks Online Payment Processing Fees Breakdown
💸 Plooto Payment Processing Fees Breakdown
📝 Workflow Queen’s blog on Plooto
🎙 Workflow Queen’s podcast interview with founder of Plooto
⚙️ Magnetic Bookkeeping Tech Stack
💻 Breakthrough for Bookkeepers & Accountants
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen
For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: workflowqueen.com
Check out our courses: workflowqueen.com/courses
Follow the Blog: workflowqueen.com/blog
Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq
Connect on Instagram: instagram.com/workflowqueen
Connect on Facebook: Facebook.com/workflowqueen
Podcast Publishing Tools we use:
- Podcast Editing: Ian Gilliam: iangilliam.com
💸 Check out Plooto for receiving payments from clients that will save you a TON of money on fees (www.workflowqueen.com/plooto)
Kapitler
1. Introduction (00:00:00)
2. What is Plooto (00:03:49)
3. Why Use Plooto (00:05:51)
4. Bill Pay (00:09:48)
5. Accounts Receivable (00:10:46)
6. The Different Plans (00:11:31)
7. Onboarding Clients (00:13:14)
8. Other Aspects of Plooto (00:15:38)
9. How To Onboard Clients onto Plooto (00:18:46)
10. Transitioning Clients to Plooto (00:24:50)
11. When CLients Don't Want to Use ACH (00:29:53)
12. How Plooto is paid for (00:33:51)
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