Please watch this video to learn the difference between an accounting and database report when a client requests something, or when you are asked to send something to a client. When a client is talking about a report: QuickBooks/Accounting Board meeting Accounts/Classes Expenses Budget Programming P&L, Profit and Loss, Statement of Activity – year, […]
Accounting vs. Database Reports Read More »
Please beware of Spam notifications on Facebook. Your client may reach out to you and ask about certain messages, warnings, etc. If the notification looks weird/spammy, it probably is. Below are some examples of push notifications you may see. Please ignore them and do not click. When in doubt, reach out to Becklin or Madi
Facebook Spam Warnings/Messages Read More »
How to complete a marketing dashboard for clients
Marketing Dashboard: How-to Read More »
Oftentimes, clients will have mail sent to our mailbox if they do not have a physical location. This is the mailing address for Accordus: 4935 Main St, Suite 7-228 Spring Hill, TN 37174
Accordus Mailing Address Read More »
When a client is onboarding with Accordus or has created a new account for emails, marketing, social media, etc., we need access to those systems for our team without using the client’s credentials. By default, the client should always create a separate login/user for our team to access. Facebook: add us as a user Instagram:
Access to Client Accounts Read More »
Quicklinks: What are 1099s? (useful to TLs and Accountants) Who Should Receive a 1099? (useful to TLs and Accountants) How to Prepare 1099 Filings – Overview Legal Details How to File 1099s – Detailed What are 1099s? A Form 1099 is what contractors receive to show what they were paid for contracted services. It is similar to
1099 Master Instructions Read More »
In an effort to protect our team and clients from cyber-attacks, Accordus has purchased an antivirus protection software for you. This software, called BitDefender, will run in the background periodically and help protect your computer. Please download the application on any computers that you will use for Accordus related work.
Client Assignments Directory Database Deb Womack is our Database Department Coordinator. Accounting Hannah Couch is the Department Coordinator for our Accounting team. Access The [email protected] inbox is used only to receive multi-factor/two-factor authentication codes for logging in to various websites. This is the inbox that is connected to the Accordus phone number that we use
When inserting buttons into Mailchimp, or similar, task the designer to create the button on a graphic with a width of 600px minimum. Then, you are able to size in Mailchimp as needed. Select the full width so that the image is still centered. Mailchimp Buttons How-To
Using Buttons in Mailchimp Read More »
This training is for Team Leads specifically. To view the post detailing Year End statements for all departments, click here. Our nonprofit clients are required to send a year-end statement to their donors that includes the total amount they gave to the organization the previous calendar year. This must be sent out by January 31
Year End Statements: Team Lead Training Read More »
