All courses by astutemy faculty

  • How to Fix Dates in Microsoft Excel

    I would never give dating advice, but I can tell you how to fix dates in Microsoft Excel. The question was posed in our ABBO (Accountants, Bookkeepers, and Business Owners) group on Facebook about converting bank statements to Excel files … Read More

  • How I use Bill.com and PDF2XL to get my Billing Done Fast

    Bill.com is the application I use to manage my accounts receivable and accounts payable. One of the big draws for me was that Bill.com syncs my item list. This allows me to use 2 sided items so that when a … Read More

  • The Zero E-mail In-box Process - Part 3 - Following up with Evernote

    By now you have your In-box down to zero e-mails. It feels good doesn’t it? The last part is dealing with what we forwarded to Evernote. A long list of unscheduled To-do’s is worthless. My default notebook in Evernote is … Read More

  • The Zero E-mail In-box Process - Part 2 - Cleaning out the Inbox

    Every Sunday I start by performing my daily Zero E-mail In-box process. Then I start going through each and every e-mail in my inbox. I open each one. If I left it there, it was for a reason. In many … Read More

  • The Zero E-mail In-box Process - Part 1 - The Daily Process

    I’ve been asked about, this and we’ve had many discussions in our ABBO group on Facebook, about having a good process for staying on top of our e-mails and cleaning out our inbox. Not all business models require this. If … Read More

  • Accounting and Bookkeeping Cloud Practice Management - Update

    How to start and grow, and run your practice in today’s world. You want to build the BUSINES OF THE NEW WORLD. Who doesn’t right? No one wants to get left behind. No one wants to be that extinct dinosaur … Read More

  • Be Gentle with Yourself

    Many of us know what the “law of diminishing returns” is, but we forget about this once we start a business.  For those that have forgotten…the law of diminishing returns is when we eventually reach a point that additional work … Read More

  • 5 Tips for How to Make Your Spreadsheets Look Gorgeous

    When you are compiling information in a spreadsheet you have many formatting options available to you. All too often I see a spreadsheet filled with numbers and gridlines and I immediately dread what I am looking at. It looks like … Read More

  • Planning the Growth of Your Business from the Numbers

    Our clients as well as we ourselves talk about doing all kinds of planning. How often do we stop to look at the numbers? Let me clarify that. How often are you planning the growth of your business from the numbers? … Read More

  • 5 Tips for Customizing Forms and Reports in QuickBooks Online

    Go into settings and turn on custom fields. Define those custom fields. Use the custom fields on an invoice. Customize a report to include those custom fields. Show the summary on the invoice form. Go into settings and turn on … Read More

  • How to Offer a Mind Blowing Software Training Service

    Let’s start by assuming you already know very well how to teach people. There is a definite distinction between mastering a subject and being able to explain it to others in a way that they can understand. In fact the … Read More

  • Excel Template - Track Your Training Services

    This is a template I designed based on a thread from ABBO in which my friend Penny asked about a solution for tracking the quantity (not the dollars) of sessions her clients had left. I was able to identify with the ... Read More

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  • How to Track and Manage Inventory in Xero

    I have said for a long time that whoever gets inventory done in a cloud accounting product wins. Xero has done it. They came up with it first, and I think you will find that as with all things Xero … Read More

  • How to Find and Recode Transactions in Xero

    Many of us are familiar with the term “Batch Reclass” from our other accounting software. Xero has introduced “Find and Recode” which is a powerful feature. Find and Recode lets you quickly find and recode transactions in Xero. In short, … Read More

  • Why Did You Start Your Business?

    I started my business essentially on a resentment. I came to California in April of 1999 to clean up from drugs and alcohol. After completing a 6 month rehab program I started sending my resume out. The good news was … Read More

  • How to Import Bank Transactions into Xero from a csv file

    When you first set up your bank account in Xero, especially if you’re more than a few months into the year, your transactions will not all download into the register. This depends on your bank. Some banks go back 90 … Read More

  • Catching Up with Smartsheet and the Friday Morning Hangout

    On Friday May 1, 2015 we had a hangout called “Looking at Smartsheet with Travis Hannon, Community Manager at Smartsheet” The hangout was one of our more popular ones to begin with. During the hour Travis was tremendous. He helped … Read More

  • Monthly Closing Accounting and Bookkeeping Checklist

    I am frequently asked if I have a monthly closing procedure. We all want something that we can refer to each month just to make sure we haven’t missed anything. There is certainly no one size fits all solution, but … Read More

  • Monthly Closing Checklist for Accountants and Bookkeepers

    I am frequently asked if I have a monthly closing procedure. We all want something that we can refer to each month just to make sure we haven’t missed anything. There is certainly no one size fits all solution, but ... Read More

    This content is for members only. Members, please login.
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    Courses Only Membership
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    Courses Library
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    BASIC
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    Business Directory Listing plus:
    Courses Library
    Completion Certificates
    Webinars & Workshops
    Radio Ignite™ Podcasts
    24/7 Q&A Forums
    Documents & Templates
    Help Center and Support
    Save $66 (2 months free) with an annual subscription
    Full Access Membership
    PRO
    $48/mo
    Everything in Basic plus:
    Featured Business Directory Listing
    Custom URL on astUtemy.com
    e.g. /promembers/membername
    Slack channel for
    Ignite marketing and
    practice development discussion
    Live chat & online hangouts
    Exclusive events & industry discounts
    Ignite Method / Program discount
    Event/blog guest appearance(s)
    Save $96 (2 months free) with an annual subscription

  • How to Use Trello for Your Business

    There are many project management applications out there. Any of them can help you manage your business better. It really comes down to which features are really important to you. I have an acid test for you to use as … Read More

  • Sage One Un-Boxed

    You may know them for their enterprise level products like Mas90 (now Sage-100). Did you know that Sage One can handle your small business accounting clients in the cloud? The interface is super clean and the product is intuitive and … Read More

  • How to Build Your Social Media Community

    Social media is social. It’s about creating the social media community that you crave by surrounding yourself with people you love. There are tools out there that help you create and / or aggregate content from the people you appreciate. … Read More

  • Xero News – Xero Gets NZ$ 147.2M in Funding from Accel Partners

    On February 25 Xero announced that Accel Partners and Matrix Capital Management invested $110.8 million in $US – 15.20/share. I spoke with Ian Vacin, VP, Product Strategy and Marketing The best part is, the additional capital is specifically to help … Read More

  • What Drives Innovation at Intuit? Customers or Competition?

    Important! This is not a post about whether I like Xero better than QuickBooks Online or vice versa. I want to make it clear right up front. I genuinely love both companies and I have formed relationships with many people at … Read More