How to Use Notion for Your Accounting or Bookkeeping Practice скачать в хорошем качестве

How to Use Notion for Your Accounting or Bookkeeping Practice

Like to read as well as watch? Get the full write up (and the video) in my community: https://nerdyurl.com/notion-accountan... Index: How to Use Notion for Accountants and Bookkeepers Part 1 – Why Accountants and Bookkeepers Struggle with Processes and a System You Can Trust 0:00 – Introduction & Purpose of the Video 0:19 – Overview of the Three Parts 0:54 – The Problem with Most Apps and Missing Processes 1:41 – The Restaurant Analogy: SOPs as Recipes 2:49 – Reverse Engineering the System 4:03 – Example Project Breakdown 6:36 – The Importance of Task Statuses and Processes 8:44 – The Value of Clarifying Tasks 17:43 – Transition to Part 2 Part 2 – How to Use Notion for Your Accounting or Bookkeeping Practice 17:43 – Getting Started with Notion (Blank Page) 18:42 – First Impressions and Early Use Cases 20:01 – Going All-In with Notion 21:38 – How to Build Your Own System or Use a Template 23:01 – Notion Mastery Program vs. Holistic Accountant Program 25:11 – Overview of the Operating System Template 29:19 – Working with Notes and Note Templates 32:07 – Document Management and Indexing 35:30 – Grouping and Filtering Documents 38:32 – Using Different Database Views (Gallery, Calendar, Table) 44:36 – Advanced Note Linking and Task Management Part 3 – How it All Connects and Works Together 53:50 – Connecting Everything in Notion 54:48 – Global vs. Project/Client Level Data 56:34 – Grouping, Filtering, and Sorting Data 58:24 – Advanced Features: Linked Databases and Dynamic Views 1:01:00 – Customization and Flexibility 1:06:39 – Final Thoughts, Support, and Next Steps --------------- This content is for information purposes only and should not be considered legal, accounting or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Nerd Enterprises, Inc. does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Nerd Enterprises, Inc. does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.