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Quickbooks for Contractors: Why You Need to Use Products & Services

Uncategorized May 18, 2023
 

One of the most underutilized features of Quickbooks Online is Products/ Services. In this video, I demonstrate why you MUST be using Products/ Services for your construction business.

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ClickUp Automations - Super Power your CRM

Uncategorized Apr 21, 2023
 

ClickUp automations are super powerful and really easy to use. Check out how I use some simple automations to super power my CRM.

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How to Use ClickUp Templates to Automate your SOPs

Uncategorized Apr 07, 2023
 

Take your SOPs to the next level with ClickUp Templates. Add dependencies and additional attributes to your SOPs so that you can actually use them!

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Quickbooks for Real Estate - Why your Balance Sheet is Off

Uncategorized Mar 15, 2023
 

The most common question my REAB students ask is: "Why is my balance sheet by class off". Check out this video where I show you why your balance sheet doesn't look quite right

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Utilizing Asana for your Virtual Assistant - Part 3

Uncategorized Mar 02, 2023
 

Unleash the power of Asana with the Timeline, Custom Fields and Project Templates

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Utilizing Asana for your Virtual Assistant - Part 2

Uncategorized Feb 16, 2023
 

Continuing our discussion on using Asana with your VA, in this video I demonstrate the power of Projects to organize and templatize your work

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Utilizing Asana for your Virtual Assistant - Part 1

Uncategorized Feb 03, 2023
 

An essential piece of your Virtual Assistant workflow is a solid task management system. Check out this intro to using Asana to collaborate with your VA

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Quickbooks Tutorial - Adding Accounts in QBO's New Interface

Uncategorized Sep 15, 2022
 

Quickbooks Online is always making changes. For better or for worse, the interface is dynamic. One of the most common questions I have is how to add accounts in the new interface. Check it out here!

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Record the Sale of Real Estate in Quickbooks Online

Uncategorized Jul 08, 2022
 

I just sold a rental property! Watch me properly record the sale in QB Online.

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How to Estimate Rehab Costs for Flips and Renovations

Uncategorized Mar 04, 2022
 

Click to download the Rehab Estimator

The most crucial aspect of your Flip/ Renovation analysis is the Rehab costs. This comprehensive tool will ensure you are counting every penny and considering all aspects of the project.

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