Products
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Onboarding Your Clients with Success - Liscio Best Practices
CourseThis 3 part process provides everything needed for a successful client rollout.
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Sales Basics For Accounting Professionals, with Michelle Weinstein
CourseMichelle Weinstein of The Abundant Accountant shares her top tips for conducting successful sales conversations, getting paid in advance, and securing testimonials from happy clients.
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Cultivating a Sales Mindset, with Michelle Weinstein
CourseSales is not a dirty word! In fact, once mastered, its a skill you'll have for life. In this series of video tutorials, Michelle Weinstein of The Abundant Accountant, unpacks the various components of a successful sales mindset. You've got this!
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Kick Off Your Account Set Up in 3 Easy Steps or Less!
CourseTips for quick login, getting your team on board, and starting your implementation on the right foot!
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Google Docs - Tips & Tricks
CourseKnowing 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.
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OneNote Foundations
CourseA basic overview of OneNote and how to use the most common ribbon functions. Follow each lesson or pick and choose which you need, to aggregate and curate disparate information to create your own personal intranet. Included are real-world scenarios.
