Onboarding Clients with Excellence, with Katey MadduxCourse
Katey Maddux shares her tried-and-true process for evaluating, selecting and onboarding the RIGHT clients for her firm, and how to ensure it's a great relationship from first touch all the way through delivery of the work.
Google Docs - Tips & TricksCourse
Knowing how to "trick out" Google Docs is one of the best ways to move quickly and share important information with your team. Rob Smith shares his favorite tips and tricks in this short course.
QBO Hacks, with Alicia Katz PollockCourse
Alicia Katz Pollock is a nationally-acclaimed QBO Trainer and Speaker. In this course, she shares some of her top "hacks" to speed up your data entry, streamline and enhance your experience, and even access QBO features that are not on the menu!