Some of our clients like to send handwritten note cards to their donors to connect with them and leave a lasting impact from their organization. Hand-addressed mail has a much higher open rate and has been really successful in getting personal mail to donors from our clients. Some clients do this on their own, but we […]
Handwriting projects Read More »
If your client is interested in using Facebook ads, see this overview video to learn more about what ads are and how to use them. Step 1: Complete pages 1-2 of this Ad Project Doc with your client during your next meeting (select “make a copy” to get started). Click here to watch a tutorial.
Facebook and Google ads Read More »
Overview All Accordus team members use shared Dropbox accounts specific to their individual roles. It is our shared file system. The credentials to that Dropbox account were shared with you during onboarding and you can access them in Keeper. Setting Up Dropbox How to add the Accordus Dropbox to your computer – if desired. How
You should already received an invite to QuickBooks Time. Once you are set up there, please clock all time to:
“WorkrBee – ONBOARDING”
WorkrBee – Virtual Assistant Onboarding Read More »
If you’re reading this, CONGRATULATIONS!! We are excited for your growing family! We want your maternity leave to be as smooth as possible and for you to not have to think about work but instead to cherish this time with your new baby. Here is our transition process, expectations and other helpful information you may
Accordus Maternity Leave Procedure Read More »
The following information is intended for Accordus’ Bill.com Admins to follow to setup and manage our firm’s Bill.com account for Accordus and clients. Once all of these steps are completed, please schedule an onboarding meeting with Bill.com to have one of their implementation specialists confirm everything is in place. Our personal contact as Bill.com is Zion Lee [email protected], 415-816-0953 (as of fall 2022).
1099 Prep Process First, review these helpful resources: What is an IRS 1099 form? – Intuit Who should receive a 1099 form? – Accordus Instructions for Forms 1099-MISC and 1099-NEC (01/2022) – IRS. Bookmark this page for any specific questions that arise. In each client folder, navigate to the ‘Accounting / 1099s, W2s, and Vendor W9s / 1099s
How to Prepare for 1099 Filing – Checklist & Timeline Read More »
Check out this 8-minute video to learn the difference between Bloomerang, and FundraiseUp, and Stripe, and all the rest of those names! P.S. Also, here’s a link to the written document Anne refers to in the video!
What is a database? Read More »
This post details how to add your Accordus work signature to all emails.
Adding an Email Signature in Outlook Read More »
To add your Accordus work calendar to your iPhone’s iCal app, read this article.
Setting up Accordus Calendar for iCal Read More »
