Preparing Monthly Financial Statements
This post details how we prepare monthly financial statements the Accordus way.
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Divi: Adding Buttons in Header
This post details how to add social follow buttons to a website using Divi.
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Email: Master List/Audiences and Tags
This post details the use of audiences for our clients as well as tags and segments.
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Mailchimp: How to Schedule an Email
This post details how to schedule an email for our clients who use Mailchimp.
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Email: Welcome Series
This post will outline a welcome series for your client.
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Team Lead Practice Calls
You’re a new team lead and your about to lead your first call! Luckily, you don’t have to sweat it. This weekly practice call with your mentor will help you feel ready and confident. So, what is a practice call? During a practice call, you’ll log into Zoom and greet your mentor as if they
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Publishing via ISSUU: Settings
This is how to publish a client document via ISSUU.
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Monthly Delighted Surveys
This contains information based on feedback from our monthly Delighted Surveys.
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Facebook Business Manager Access
This is the process for adding clients to Accordus’s Business Manager on Facebook.
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QBO/CRM Reconciliation
Accordus Process: Reconciling QBO & a CRMshare.vidyard.com Complimentary notes: Pulling from QBO Use donation income account – not just Sales Receipts Pulling from CRM Exclude pledges, non-donations, refunds, and soft credits Save file path Client Name > Database > YYYY Year-end Statements Naming files Client Name YYYY Reconciliation YYYYMMDD System Formatting QBO file Delete merged
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