Course: SP-FCB102

Lessons: 71

Equip Your Business with Essential Tools

Streamline Operations and Enhance Productivity for Long-Term Success

Launching a full-charge bookkeeping business is easier with the right tools at your fingertips. This self-paced course introduces you to essential resources that streamline your operations, enhance client relationships, and boost your professional productivity. You’ll gain hands-on guidance for integrating these tools into your business, setting a foundation for long-term success.
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What you'll learn

  • Task and schedule management: Organize your workload and client appointments seamlessly with tools like ClickUp and Calendly, so you stay on top of deadlines and appointments effortlessly.

  • Secure communication and file sharing: Master secure communication and file-sharing tools, including Zoom, DocuSign, and Dropbox, ensuring professional and protected exchanges with clients.

  • Accounting and tax software: Learn how to use essential bookkeeping and tax software, like QuickBooks Online and Tax1099.com, for smooth and accurate financial management.

  • Client Relationship Management (CRM): Develop efficient client relationships using CRM tools to streamline communication, improve client retention, and grow your business.

  • Data security essentials: Implement robust security measures with password management and two-factor authentication to protect sensitive client and business information.

Course curriculum

    1. A message from the course designer

    2. How to use this course

    3. OPTIONAL: Personal Coaching

    4. Download: Tools Assessment

    5. Download: Cash Flow Template

    6. Download: Business Plan Template

    7. Videos on Cash Flow Template

    8. Videos on Business Plan Template

    9. Technical Support

    10. Do I need an Accounting Background?

    1. Why is this tool needed?

    2. Handling Tasks with Google

    3. Handling Tasks with Microsoft

    4. Task Management Software

    5. Why we Chose ClickUp

    6. Sample for Testing

    7. Take Action on Task Management

    1. Why is this tool needed?

    2. How to Handle 2FA as a Single Owner

    3. How to Handle 2FA with a Team

    4. Other Tools

    5. Why we chose Clerk SMS

    6. Take Action on 2FA

    1. Why is this tool needed?

    2. Microsoft Teams

    3. Zoom

    4. Google Meet

    5. Skype

    6. Why We Chose Zoom

    7. Take Action on Video Meetings

    1. Why is this tool needed?

    2. Calendly

    3. Doodle Polls

    4. Microsoft Find Time

    5. Take Action

    1. Why is this needed?

    2. Docusign

    3. Adobe Signatures

    4. DropBox Sign

    5. Take Action on Signature Tools

About this course

  • 71 lessons
  • 1.5 hours of video content
  • Purchase options to fit your budget

Achieve Operational Excellence in Bookkeeping

Enroll Today and Access a Comprehensive Toolkit for Success

By the end of this course, you’ll have a toolkit of resources to run your bookkeeping business smoothly and securely. Enroll today to boost your operational efficiency!