Zapier is a tool used to connect applications together. It is the Swiss Army Knife of automation. David went to the most thriving Facebook groups to find the best resources for Zapier to ask a few questions. He found Brian Clare, the not-so-hidden Zapier guru in the accounting space. Brian is the co-founder and CEO of Blueprint Accounting and has agreed to speak with us about the top Zapier-based automations, or Zaps, that you need to investigate for your business.



  • About Blueprint
  • What Is Zapier?
  • 5 Automations Brian Can’t Live Without
  • Start Automating Your Workflow With Zapier

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About Blueprint

Blueprint Accounting operates out of Ottawa, Ontario and provides bookkeeping, virtual CFO, and controller-type of work. From “Zapier for Beginners” to advanced knowledge of the app, Brian has integrated Zapier into his firm, which allowed Blueprint to offer automation services. 

The service involves piecing apps together for automation, figuring out a workflow with the client, and discovering where businesses can use their newly built automation to work more efficiently for them. 

Their services are especially useful in our current climate where businesses have had to adapt to remote work. Just like our previous guest, Liam McIvor Martin, Brian says that the top challenge facing businesses as they shift to remote work is communication, but business owners can whip up unique solutions in various apps like Slack or Zoom to enhance communication processes using Zapier.

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See Jetpack Worflow In Action

Get under the hood of Jetpack Workflow’s accounting workflow and project management platform. See some of the top features and how it helps your firm standardize, automate, and track client work more efficiently.