How to Become a More Strategic Advisor Using Sage View

astutemy facultyCourse - Sage, MEMBERSHIP COURSES

  There’s been a lot of talk over the past year or two, especially about the accounting or bookkeeping firm of the future. The core concept around how things are changing seems to be universally agreed. Less data entry and more analytics. I’ve seen in some Linkedin groups where this idea meets with resistance. They say the bank feeds aren’t ... Read More
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How to Use KPI Reports in Sage View

astutemy facultyCourse - Sage, MEMBERSHIP COURSES

KPI or Key Performance Indicator reports are a great example of what we, as accounting and bookkeeping professionals need to become more, well versed in. We need to understand them well enough to be able to explain what they mean to our clients. These are high level indicators of how a business is doing. The less we have to enter ... Read More
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Customizing Your Experience in Sage View

astutemy facultyCourse - Sage, MEMBERSHIP COURSES

Having a dashboard is great, but being notified when you reach certain thresholds is even better. With Sage View, you can set lower and upper limits on your KPI’s, and then set alerts to let you know when you’ve reached them. You can manage your KPI’s, as well as create your own. In this lesson I will show you how ... Read More
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How Sage View can Help You Keep More Customers

astutemy facultyCourse - Sage, MEMBERSHIP COURSES

The #1 reason clients leave their accountants is lack of strategic guidance and planning. Most would be happy to have it once per year. Imagine offering something like this once monthly or quarterly and what value that would have for your clients. THIS is what clients are looking for. Set up a sample of something you would use this for ... Read More
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Social Media Applications – Sprout Social

astutemy facultyCourse - ABCPM, MEMBERSHIP COURSES

I discovered Sprout Social while checking into that apps celebrities were using. They have the biggest following, so if I want to achieve what they’ve achieved, then I should do what they do, right? I noticed that Lori Greiner, one of the Sharks on Shark tank was using Sprout Social. I checked it out, and the first thing that caught ... Read More
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Social Apps for Marketing and Branding Your Firm

astutemy facultyCourse - ABCPM, MEMBERSHIP COURSES

There are many apps you can use to access social networks. Like social media itself, these are communication tools. You use these to publish content, as well as listen and engage with people. There are a number of factors that will help you determine which one is right for you. Ease of use Features Effectiveness Mobile app When I first ... Read More
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How to use YouTube to Grow Your Business

astutemy facultyCourse - ABCPM, MEMBERSHIP COURSES

If content is king, the video is the king of kings. There is no question in my mind about this. The whole entire reason you are here right now is because of the video content delivery platform. This is true both because you are here as a scholar of schoolofbookkeeping.com, which is a video based training platform, and it is ... Read More
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LinkedIn for Accountants and Bookkeepers

astutemy facultyCourse - ABCPM, MEMBERSHIP COURSES

As with my lesson on Facebook, I am not going to bore you with the tips we’ve all use for years. I’ll just mention that of course you should join groups on LinkedIn and participate, just as you might do with ABBO. Before that, you need to fill out your profile with lots of information, and make it stand out. ... Read More
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Facebook for Accountants and Bookkeepers

astutemy facultyCourse - ABCPM, MEMBERSHIP COURSES

It seemed so obvious to me. While most of my colleagues were saying that Linkedin is for business use, and Facebooks is for personal use, something about that thinking bothered me. Everyone seems to just hang out on Facebook, while they go on all of the other networks on just an interim basis. Facebook is often open on people’s computers ... Read More
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Value Pricing and PDF2XL

astutemy facultyCourse - Cogniview, MEMBERSHIP COURSES

One of the things that I believe has made Nerd Enterprises, Inc. a really successful consulting firm is based in how I’ve added services over the years. I first started in 2003 consulting, just in Microsoft Excel. I was developing spreadsheets for people and companies. I had even developed my own spreadsheet to track the accounting. It was working very ... Read More
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Twitter for Accountants and Bookkeepers

astutemy facultyCourse - ABCPM, MEMBERSHIP COURSES

Before you start this lesson, Send this tweet to me right now and let me know you’re studying this. You’re wondering, “How can I use twitter for business?” When I first heard about Twitter in 2008, I thought the same thing. I can recall thinking that it was a waste of time for a business. What could you possibly accomplish ... Read More
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Social Media for Accountants and Bookkeepers

astutemy facultyCourse - ABCPM, MEMBERSHIP COURSES

People might question if using social media for accountants and bookkeepers is any different from other businesses. I think it is. We are a unique group of people. As is often said, and heard, because it’s true, we are our clients’ most trusted advisors. This is a designation we have to protect fiercely. If we lost that trust, it can ... Read More
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Your Blog – Where do Ideas Come From?

astutemy facultyCourse - ABCPM, MEMBERSHIP COURSES

The biggest challenge people seem to face, or at least the question I am most often asked is what to write about. Often times my initial (and internal) reaction is “are you kidding me?” In the video we’re going to look at the following apps that you can use to keep track of your ideas for blog posts: Evernote (show ... Read More
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Accounting and Bookkeeping Cloud Practice Management – Your Website

astutemy facultyCourse - ABCPM, MEMBERSHIP COURSES

Your website is the center of the universe, as far as you’re concerned. This is your home, and you are inviting your prospects in. Think about what you do when you invite guests into your home. How do you hope to make them feel? Warm and invited, right? We must accomplish the same thing for the guests whom you invite ... Read More
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Be Gentle with Yourself

astutemy facultyFunLeave a Comment

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 will not create a better outcome, or you become less efficient.  For many of us that are entrepreneurs, this occurs … Read More

The Statement of Cash Flows – How to Balance the Balance Sheet

astutemy facultyCourse - ABCPM, MEMBERSHIP COURSES

The statement of cash flows and the balance sheet have to be completed simultaneously. The ending cash balance from the statement of cash flows is carried by formula over to the balance sheet. At the same time the changes in every balance sheet account for each period are analyzed on the statement of cash flows in order to arrive at ... Read More
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Marketing and Branding – How to Get New Clients

astutemy facultyCourse - ABCPM, MEMBERSHIP COURSES

I’ve seen a lot of people asking questions in our ABBO Group on Facebook about what kinds of questions they should be asking of new prospects. My first reaction to this is that we’re starting off, before we even get to the prospect, and we’re asking the wrong question. The responses are usually along the lines of asking them what ... Read More
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Setting up the Projected Balance Sheet Part 2

astutemy facultyCourse - ABCPM, MEMBERSHIP COURSES

In this lesson we pick up right where we left off previously. We’ll add in the Equity section on the Balance Sheet, and then we’ll get into projecting some of the more complex types of Balance Sheet accounts. As I mentioned in the previous lesson, the idea here is that if you can understand these, you can project any balance ... Read More
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