Preparing Monthly Financial Statements
This post details how we prepare monthly financial statements the Accordus way.
May 28, 2022
Courses
Topics
Individual Lessons
Divi: Adding Buttons in Header
This post details how to add social follow buttons to a website using Divi.
May 28, 2022
Email: Master List/Audiences and Tags
This post details the use of audiences for our clients as well as tags and segments.
May 28, 2022
Mailchimp: How to Schedule an Email
This post details how to schedule an email for our clients who use Mailchimp.
May 27, 2022
May 23, 2022
May 2, 2022
Monthly Delighted Surveys
This contains information based on feedback from our monthly Delighted Surveys.
May 2, 2022
Facebook Business Manager Access
This is the process for adding clients to Accordus’s Business Manager on Facebook.
May 2, 2022
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
May 2, 2022
Project Plans: How-to
Project Plan: A report we sent to clients each month that is an export of tasks from TW. It shows work completed last month and planned for the upcoming month.
May 2, 2022