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How to Super-Power your Building Business with QB Online

Uncategorized Aug 11, 2023
QBO is not just for Taxes! Use it to super-power your business! This video will demonstrate:
  1. The difference between Markup and Margin (and why most get it wrong)
  2. The power of cost Codes
  3. Projects, Classes or Both?
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How to Master your Cashflow Projection with Google Sheets

accounting Jul 01, 2023

Forecast and analyze your cashflow with this simple but powerful Cashflow Forecast template. Download the free template here:

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Super Simple Guide to Importing Renovation Cost Codes to Quickbooks Online

Uncategorized Jun 23, 2023

Save a ton of time by importing your Cost Codes into Quickbooks Online. If you are in the building industry (flipping, renovating, building), you need to track expenses by Cost Codes. Check out my super easy demo on how to get these codes into QBO QUICK!

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The Ultimate Amortization Calculator: Step-by-Step Guide for Investors

Uncategorized Jun 16, 2023

Real Estate loans always come with an amortization calculator. This video dissects the calculator as I show you step-by-step how to create and customize a loan amortization schedule in Google Sheets or Excel. Download the free template here:

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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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