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Insightly CRM and PandaDoc eSignatures - The Perfect Pair for Lead Management and Closing DealsInsightly is a great tool. I found it while doing research for my own...
Announcing the 74 Systems Accounting Workflow SystemAccounting Workflow System (AWS) from 74 Systems manages prospect and client data. In a...- Eric Greenspan of 74 Systems is Named 29th Zapier Certified ExpertToday our founder became the 29th Zapier Certified Expert. "We're not surprised; we saw...
- How To Send an Email Directly From an Opportunity in insightly CRMHow To Send an Email Directly From an Opportunity in insightly CRM
- Free Blog Post ImagesFree images for your website, flyers, brochures or just for fun. Check out these...
- Eating Our Own Dogfood - How to Write a Post on our Blog (and yours too)We believe that the skills we train our staff to master should be shared...
- Cloud Storage and the New Google Drive for Teams (Google Drive File Stream)Cloud storage is no longer an idea and luckily, it just gets better and...
- Automating QuickBooks and a Few Other ThingsOur company specializes in automating processes, including QuickBooks and so can yours. As a...
- The Events That Occur Today Will Be Readily Available in 40 YearsI was Googling a Cars concert I attended back in the 80s to see...
- Does "Alexa" Really Work?We use Amazon's Alexa at home and at work. At first, I wasn't sure...
- How to Automatically Post New Content to All Social Networks Over and Over and OverOne of our favorite tools at 74 Systems and schoolofbookkeeping.com is CoSchedule. It's an extremely...
- Is GoFundMe Tax Deductible? Maybe, If You Do It Right.Tax deductible is often the question with GoFundMe account. You can find a more...
- Your Cable Internet Provider is About to Hand You a MUCH Bigger BillBeware of your cable company right now. They are usually also your Internet provider....
- Maximize Your QuickBooks Connect 2017 Experience - How to Plan and Get the Most Out of ConferencesMany go and many have a blast, learn a ton, and make new friends...
- Groceries, Costco, Target, Amazon, To-dos, Ideas, New Year Resolutions, Amazon Alexa, My iPhone, and the AnyList AppYou might have once heard me say, "the best app is the one you...
- 3 Ways to Use Transaction Pro to Make More $$$$Transaction Pro comes in a variety of flavors. The most commonly used version is...
- Certificates of Completion Launched at schoolofbookkeeping.comWe couldn't be more excited to bring you our latest creation - Certificates of...
- Social Media Image Sizes 2017Here's a guide of social media image sizes for 2017: Facebook Image SizesCover photo:...
- Put Your Money Where Your Mouth Is and Eat Your Own Dogfood - Welcome the digital CPA to team 74 and schoolofbookkeeping.comToday is a great day. I get to do something I've often wished to...
- New QuickBooks Logo - Sorry, I mean quickbooks (now lower case)QuickBooks changed their logos. Now we have lower case logos and yet we are...
- Get Ready for Accounting AutomationNot too long ago, everyone thought that accountants could be replaced by software, just...
- Cloud Software Pricing* and the *fine printYou know what I mean right? When you see $55/mo for a new app...
- How to Change the Date to Month/Day/Year (U.S.) in Woocommerce AND Add the Time!If you use Woocommerce, you probably noticed the dates are not designed for the...
- 74 Systems Profiled by insightly in Case StudyRecently insightly contacted Eric Greenspan of 74 Systems. The request came in over email...
- How Do I Get the Most Out of Attending an Accounting Conference? - Start by Making a Plan and Set GoalsWe're often asked, "How do get the most out of attending an accounting conference?"...
- Add a Task with your Voice to insightly using Amazon Echo "Alexa" and Special Guests IFTTT, Gmail and ZapierHave you ever wanted to add a task with your voice? Ever wished you could just...
- New Course Announcement - Bookkeeping Fundamentals Presentation CourseWe're really excited to announce a brand new course with over 138 minutes of...
- Manage Prospects for Real Estate Brokers and Realtors - Real Estate with insightly CRMI work with insightly...a lot! I use it internally and many of my clients...
- Sync All Contacts, All Email, All Calendars, Any Device, Any Platform, Anywhere, Anytime, AlwaysSo many people have contacts, email accounts, calendars, and other information scattered about in...
- Eric Greenspan of 74 Systems Named the 14th "insightly Hero!"Today, I was asked to join the insightly Hero™ program. I was proud to...
- Webinar Wednesday Now a Part of schoolofbookkeeping.comignitization.com was created to extend our offering with new ideas and sort of be...
- Client Success Story - MoogclipsI've talked about Moogclips and Anna-Aliza Rosenbaum often. She came to me to Ignite...
- PayPal Might Make You Pull Your Hair Out; Stripe Might Keep You Up at Night; QuickBooks Payments Works While You Sleep - an schoolofbookkeeping.com Blog SeriesThis series began with Why People Love and Hate Paypal and we discussed PayPal...
- The New and Improved Ignite ProgramsOur parent company 74 Degrees created the 74 Ignite Program and the 74 CMO...
- Letter Writing for Client AcquisitionWe recently did a webinar on this topic and it was a big hit!...
- Stripe or PayPal? Why People Love and Hate PayPal - an schoolofbookkeeping.com Blog SeriesThis is a series of posts to discuss various merchant services providers and their...
- Funding, Capital, Yes or No?Do you need to raise capital? This question has always plagued me. The answer...
- Ed Kless Announcing Sage Webcast - 3 Keys to Generating Revenue in the CloudOur friends at Sage are having an event just for us. One of our...
- PROBLEM SOLVED! How to Build a Better than Office Phone System without Owning an Office Phone SystemI've had many companies and many offices. I've had as little as 300 square...
- The 10 Commandments for EntrepreneursHad a great first Ignite Session today with a new client. She needed help...
- Building a Home Video, Webinar, Podcast and Content Production Studio - Part 1: Your Space, Desk and ChairUp to now, I've kept the development of content limited to images and blog...
- Your Brand RememberedAt the beach this weekend, I met a couple from Germany. I knew they...
- Be An Entrepreneur Until The EndWe start our company and we have fire in our veins. We're so stoked...
- Why Accounting Pros Need a Really Strong BrandI'm sitting a restaurant right now having a quick lunch and staring at a...
- How to Reset the QBO for Mac AppIf you use QuickBooks Online (QBO) on a Mac, there's an app for that,...
- Should you Differentiate your Practice?In my Ignite System, my clients often ask if its important to differentiate. This...
- Make Money While Sleeping; Over and OverLet's face it, the Internet is amazing. We have access to endless amounts of...
- Everyone Around Here Should Be SellingIn a recent IGNITE Session, I spoke with a client about how to increase...
- Pigs Get Slaughtered; Spamming Social Media Can Be Harmful to Your BrandThere are some great tools out there to make the process of distributing your...
- Sometimes It Works; Sometimes It Doesn't...Or Maybe You're Just Boring!So you think your next blog post idea is going to be a hit...
- Eat My Own Dog Food; Goodbye Students...Hello SCHOLARS!You know when something just tugs at you, keeps you awake or just won't...
- How In the Heck Do You Find Blog Post Topics???In Denver, I finally got to meet the every so popular DigitalCPA, Jay Kimelman....
- Need More Clients? Head to the Bars!Recently, a student of schoolofbookkeeping.com and an IGNITE client of mine wanted more clients....
- Your Body is a BillboardJust back from Xerocon and wow was it an amazing experience! Before leaving, I...
- Does Your Brand Tell a Story?In my Ignite System, I often work with accounting pros on differentiation. We focus...
- The Costs and Benefits of the Cloud - How Much Do You Spend Each Month on Cloud Services?Last night, on my iPhone, using the Wordpress and Excel apps, I made a spreadsheet...
- How Important is a Domain Based Email AddressFirst, let's define Domain Based Email Address...When your email is [email protected] vs. [email protected], you...
- How to Land New Clients with FacebookSo many of us have a Facebook business page. So many of us get...
- Affiliate Marketing Tips - Guest Post from Karen Magno of Transaction Pro ImporterTips on How to use Affiliate Marketing EffectivelyIf you are using or recommending any...
- Microsoft Sucked the Life Out of Me for $36; Customer Service #FailA couple months ago we tried Yammer, from Microsoft. It works a lot like...
- Can Your Accountant Boost Your Creativity? FORM 344EZForeword by Eric David GreenspanStefan G. Bucher is a brilliant creative human that likes to...
- 10 Ways to Strike Up a Conversation With a StrangerIn life, we meet new people all the time. Or, at least we should....
- Kids Cost a Fortune; Make Them Earn It, Get Involved In School Functions and Acquire New ClientsHave you ever landed a new client from your son's school? I have...over 600...
- Contact and Calendar Unification, Automation and Simplification of LifeI have three companies: seventyfourmarketing.com, snappyhelp.com and of course schoolofbookkeeping.com. I was managing three...
- Master Social Media with Some Great ToolsFacebook Pages, Facebook Groups, Google+ personal pages and Google+ company pages, LinkedIn and all...
- How To Find Your Next Client Before the Weekend!Put on your favorite industry t-shirt and head to Starbucks. Setup camp. Work from...
- What's your Rate?Discussion about rates is often a popular topic for our friends in the accounting profession. Everyone...
- GoDaddy is a Great Registrar; LiquidWeb is a Great Hosting CompanyFrom time to time, I have an experience that I like to share with...
- Turning Lemons into Lemonade!Yesterday, we attempted to upgrade our subscription software to provide some great new features...
- 2/5/15: Building a Website That Actually Works - Thursday Morning HangoutThursday Morning Hangout Accounting Practice Marketing with Eric David Greenspan, CEO at schoolofbookkeeping.com Be sure to...
- 1/28/15: To Spam or Not to Spam. How to create a solid email campaign strategy and get results - Thursday Morning HangoutThursday Morning Hangout Accounting Practice Marketing with Eric David Greenspan, CEO at schoolofbookkeeping.com Be sure to...
- 1/15/15: Email Campaigns with MailChimp - Thursday Morning HangoutThursday Morning Hangout Accounting Practice Marketing with Eric David Greenspan, CEO at schoolofbookkeeping.com Be sure to...
- 1/8/15: Wordpress for Accounting Sites - Thursday Morning HangoutThursday Morning Hangout Accounting Practice Marketing with Eric David Greenspan, CEO at schoolofbookkeeping.com Be sure to...
- A Few of the Worst Reasons to Join schoolofbookkeeping.comAt a filming, our team generally loses their marbles around the 4th hour. You...
- Host a Google Hangout and Get BusyGoogle does many things well and a few not so well. Personally, I'm not...
- The Perfect Blog Post Will Not Enhance Your Sex-life, But It May...While the title "The Perfect Blog Post Will Not Enhance Your Sex-life, But It...
- Do Bookkeepers and Accountants Maintain a Resume?I received a request for a bookkeeper for an LA production company for a...
- Why is Spam Illegal?We all get a full mailbox of post cards, leaflets and catalogs. Our USPS...
- Differentiation: Create a New CategoryWhen considering building your practice, the thing that will make you stand out is...
- Can Social Media Really Get it Done for Bookkeepers and Accountants?Social media marketing is a low cost, high reach means of marketing any company....
- When to Sue in Small ClaimsI've been following an interesting conversation in schoolofbookkeeping.com's Accountants, Bookkeepers and Business Owners Facebook...
- 10 Small Business Bookkeeping Mistakes to Avoid10 Small Business Bookkeeping Mistakes to AvoidMaybe you’re just starting out, or maybe you’ve...
- schoolofbookkeeping.com Launches New Course Valuing your Business in the Shark TankIf you've watched Shark Tank, you know that most of the entrepreneurs get their...
- Choosing the Right Website HostingFirst, let me say that not all hosting partners are equal. If you are...
- How Will Apple Pay Effect Your Accounting Practice?Apple Pay was announced today at Apple's technically plagued Live Event 2014. Aside from...
- Affiliates Make Money in their SleepThe schoolofbookkeeping.com Affiliates Program is an easy way to make easy money. Simply access...
- Payment Options for your CustomersThere are many choices when considering which payment options for your clients. Some of...
- Huge News for those Attending QuickBooks ConnectThis guest post was brought to you by Stacy Kildal of Kildal Services LLC....
- How to Record Credit Card Cash Rewards in QuickBooksThis guest post is brought to you by Alicia Katz Pollock of Royalwise Solutions,...
- How to Do Job Costing in QuickBooks When You Outsource PayrollThis guest post is brought to you by Alicia Katz Pollock of Royalwise Solutions,...
- Why is the Balance sheet so important?How many tax professionals out there use their clients QuickBooks, or for that matter...
- Why Review the Balance Sheet?Why Review the Balance Sheet?If you are like most small business owners, you barely...
- QuickBooks Comes in Many Flavors. Which one is for you?The following guest post brought to you Laura Redmond.QuickBooks Comes in Many Flavors. Which...
- How to and NOT to Engage in a Facebook GroupWhen accepted into a Facebook Group, do NOT start by posting a link to...
- To Pay or Not to Pay, Vacation PayThe article below was provided by a friend of schoolofbookkeeping.com. Kemberli M. Stephenson, MBA...
- How Do I Run QuickBooks on a Mac?Since running schoolofbookkeeping.com, I can tell you for sure...Windows is clearly the chosen platform...
- Does PayPal Scare You?We use PayPal at schoolofbookkeeping.com. It's convenient and works well with our website's membership...
- Accounting and Bookkeeping Conferences, A Primer on the BiggiesIndustry accounting and bookkeeping conferences are filled with information about the latest in accounting/bookkeeping...
- Lead and Client Acquisition Techniques Using Google, Facebook, LinkedIn and moreThere are many ways to find new prospects for any type of business. Today,...
- Email Marketing for Accountants and BookkeepersFacebook and Twitter are fabulous tools for keeping in touch and informing friends and...
- QBO Dumps "sales form customization" in Settings; Moves Feature to Customize at Invoice LevelToday, I sent an invoice and I noticed my logo was missing. I went...
- Q&A System Now Available on schoolofbookkeeping.com!Who doesn't have a question? Well, now, you can ask them, all day and...
- "Money Well Spent" - a Student Testimonial from schoolofbookkeeping.comA student of schoolofbookkeeping.com just left a testimonial for us. Normally, we add these...
- Our First Quarter in Business...WE SMASHED IT!schoolofbookkeeping.com was a dream only a short time ago. After a TON of hard...
- Understanding Your Financial Statements, Four New Lessons in Course 3 from schoolofbookkeeping.comWe've been working hard to deliver more amazing content for schoolofbookkeeping.com. Over the weekend,...
- QuickBooks Online (QBO) Wants To Hear From YouIf you are a bookkeeper, accountant or business owner, QuickBooks Online wants to hear...
- QuickBooks Online Might Surprise YouAfter writing a post about QuickBooks Online and claiming it "was not ready for...
- Case Study: How SeventyFourCustomer Acquisition SystemHelped schoolofbookkeeping.com Reach 150 Percent of PlanI met Seth David many years ago. I liked him from the start....
- Testimonials are Flowing at schoolofbookkeeping.comCheck out our testimonials page at schoolofbookkeeping.com. If you are on the fence about...
- Securing a Trademark: When Do I Use ™ and When Do I Use ®While applying for a trademark at the USPTO is important, it's not required. The...
- How Dare You Spam Me!People in receipt of an email, that they were not anticipating, often get angrier...
- Remote Bookkeeping Services Get the Job DoneThe world has changed quite a bit in the past few years. Cloud computing...
- Why QuickBooks Online Isn't Ready for Power UsersI'm NOT an accountant; I'm a business owner and entrepreneur. This means I know...
- Importing Data Into QuickBooks Online with TransactionProLast month I began readying my 2013 books for my CPA. It was a...
- Growing Your Sales and Profitablility Through a Review of the NumbersI work with many small businesses and for many of them their bookkeeping is...
- Small Business Bookkeeping Nightmares Need Not Exist TodayI was in court today for a family matter. My case wasn't called for...
- TrueTwit the Twitter KillerAs an avid Twitterer, I often see the message, "@whoever is using TrueTwit verification."...
- Cloud Accounting is Risky BusinessWe won't stop it from happening. QuickBooks Online, Xero, Kashoo, Intaact, Wave Accounting, even...
- Content on Your Website, Then Facebook and Tweet Your Links, Add a Smidge of Pinterest and Don't Forget Google+Content Customer Acquisition Systemon Your Website, Then Facebook and Tweet Your Links, Add a...
- Facebook Lookback Thank You Movies are a Loaded WeaponI loved mine. I loved most of the others I saw too. You can...
- Addicted to AdwordsAs the chief clever officer of a marketing company, I spend my days on...
- Dropbox for Photo Syncing to ComputerIf you develop, draft, create or post, I'm sure you photos in your work....
- schoolofbookkeeping.com Launches Affiliate ProgramIf you are a bookkeeper, accountant, CPA, teacher, professor or other financial or accounting...
- schoolofbookkeeping.com Launches Seed Capital RoundWe've built our site and infrastructure from scratch and we bootstrapped it every bit...
- Top 5 Worst Accountant Pickup LinesAfter producing our video Top 5 Bookkeeper Pickup Lines, we met the folks at...
- Here's to ImmobilityI’ve been working with accounting software for a long time. Since before the Internet....
- Freshbooks vs. QuickBooks Online - Who Will Win This Race?I'm not sure it's really fair to compare Freshbooks vs. QuickBooks Online, but I'm...
- Top 5 Bookkeeper Pickup LinesAt a recent filming, we got sidetracked and this happened. I hope you enjoy...
- 7 Ds of Customer Acquisition Systemfrom 74 SystemsDemand Before launching a company or product line, there must first be demand. If people...
- Top 5 Bookkeeper and Accountant Pickup LinesWe had a bit of fun during a recent day of filming. Here, Seth...
- Fonts MatterThe first business cards I ever designed turned out awful. The fonts were huge,...
- Is Facebook The New Myspace As Google+ Gains Momentum?Is Facebook the new Myspace? Has Google+ taken over? In short, no. Twitter isn't...
- How To Use Pinterest For Your BusinessPinterest is the hot new thing! The site is getting tons of traffic so...
- Top 5 Bookkeeper Pickup LinesDuring our filming this weekend for School of Bookkeeping, this happened:https://youtu.be/DpbqOnEORvM
- iOS 8 iPhone 6 Wish List for 2014My iOS 8 iPhone 6 Wish List for 2014 (new: iOS 9 iPhone 7 Wish List)These...
- Stop Your Wanking Facebook Isn't ListeningEvery day I hear someone complaining about something in their life on Facebook. I...
- I'm a Social Media Drunk and I'm Not QuittingIt's so easy to say that "I want to cut back on my Facebook...
- Social Media is ExhaustingWe spend so much time everyday chatting with friends, posting our thoughts, trying to...
- What Facebook WantsThis story is not about the ego boost we all get when someone likes...
- How to Work On Your Business, Not Just In ItAs an entrepreneur, we fight fires every day. Sometimes, this means you can't work...
- Ditching IT; Look up to the CloudLaunching a new business is a big undertaking. Building infrastructure requires top notch engineers,...
- Customer Acquisition - Create Your Own Seminar, Expo or ConferenceIn 1996, I received a call from a sales rep from Citrix. At that...
- Can You Afford a Big Partner?When we ended the radio show, we started looking at forming strategic partnerships with...
- How We Landed Our Own Radio Show on CBS and ABCIn the early days of my company, we started using live reads on a...
- How Many Likes Does it Take?Facebook is a part of life. For many, too much. I can hardly finish...
- How to Add Fonts to MacHere's a quick primer on installing fonts on your Mac. I hope you've updated...
- ORNSAOne of my favorite acronyms of all times. This process is still one of...