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Outsourced Bookkeeping: Onboarding Process & FAQ
Welcome!
What Is This? (1:51)
Action Item - Teachable
1: Using Quickbooks Online (QBO) - The Basics
Connect Bank Feeds (3:29)
Reconnect Bank Feeds (1:19)
AMA's, Q's, Saving Custom Reports (7:00)
Action Item - Using Quickbooks
2: Using ReceiptBank - The Basics
Quick Overview (3:04)
Updates to Receipt Bank (3:03)
Receipt Bank Mobile - Intro, Single Receipts (3:05)
Receipt Bank Mobile - Single Receipt (Live) (3:19)
Receipt Bank Mobile - Combo vs. Multi (4:39)
Receipt Bank Mobile - Multiple Receipts (Live) (3:57)
Receipt Bank Moble - Combined (Live) (5:10)
Receipt Bank Mobile - End Results (1:55)
Action Item - Receipt Bank
3: SmartCard in Google Sheets - Keeping docs organized!
Understanding the Smart Card (3:55)
Action Item - Smart Card
4: Accountant Access - save time chasing bank statements!
What is Accountant Access? (3:01)
Action Item - Accountant Access
Action Item - Let Us Know You're Ready!
5: ClickUp & your bookkeeping team (Workflows, Communications)
Intro (1:47)
Logging In, Security Q (1:11)
Your "Client Portal" (2:02)
Best ways to Communicate (5:00)
Other Tips & Tricks (1:48)
Add-On: Bill Pay Assistance - Melio Payments & Dedicated Email
Intro to Melio (2:09)
Melio, Receipt Bank, Dedicated Email (3:55)
Melio Users (3:05)
Adding Payment Methods (2:59)
DIY Vendors & Bill Pay (4:33)
Working with Lionshare - Bill Pay (part 1) (2:10)
Working with Lionshare - Bill Pay (pt 2) (2:48)
Email Alerts (1:36)
Legal/Important Docs that we will always, always, always end up asking for
Tax Returns
EIN, Addresses, Filing Info
Rentals - Fixed Asset Schedule // Depreciation Detail Listing
W-9s for Contractors
Personal Financial Statement
"HUD" Statements and Loan Statements
Portfolio Listing
BONUS: Tools & Tasks You Should Know About
Basics-Loom (2:05)
Basics - LastPass (2:23)
BONUS: Property Management Software
Buildium
Cozy
TenantCloud
AppFolio (1:24)
Rent Manager (1:25)
Yardi (1:07)
OwnerRez
BONUS: Financial Literacy - Accounting Crash Course
Intro (3:46)
CLASS 101 - Financial Statements Overview (6:11)
101 - The "Budget" Talk (3:32)
101 - P&L (9:29)
101 - Balance Sheet (7:42)
101 - SOCF (6:03)
CLASS 102 - Getting into SOCF, A/P, and A/R (2:00)
102 - Cash vs. Accrual (5:51)
102 - A/R (9:56)
102 - A/P (8:56)
102 - SOCF simple A/P A/R (3:50)
102 - A/R SOCF (6:17)
102 - A/P SOCF (6:47)
102 - LSBK SOCF Case Study (8:54)
CLASS 103 - Intro KPIs (10:34)
103 - LSBK P&L (8:45)
CLASS 104 - Lending KPI's (4:31)
104 - LTV (2:51)
104 - DSCR (5:53)
104 - Property Portfolio (5:39)
CLASS 105 - Financial Metrics (Coming Soon)
105 - Revenue, Gross, & Net (4:20)
105 - NOI vs. Net, EBITDA (4:04)
105 - Debt & Equity (5:00)
Receipt Bank Mobile - Single Receipt (Live)
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