Upgrade Your Workflow with the Best Deal Management Platform for Accounting and Tax

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you know when you see that new app that blows your mind and you're like eureka by the beard of chad davis sweet mother berry take my tanky and call me logan pot of coffee quickbooks on a bike well arm my agents and call me charles let me show you my three favorite blow your mind software tricks for accountants one scribe may have heard of this one already but i got a couple ideas for you that will blow your mind scribe is super simple little chrome extension it says [Music] [Applause] [Music] that's it captured the little thing that you did remove any of the steps that you don't want in there like it maybe do a 2fa code we're going to delete that we don't actually want them to type tommen so we change this to type your name and email and there you go we've got how to invite an accountant now you've got that explainer and this is what it's going to look like if you share with anybody gives you the starting link that we were on you can add more like narrative descriptions here if you want but it walks you through each of the steps in a visual way that's going gonna be really hard for somebody to get wrong they'll find a way but wait there is more but i'm not done yet here's a big brain opportunity you find yourself explaining the same things over and over again of course you do that is the accounting profession in a nutshell how do i mine accountant user can you show me how to log into your portal can you change my direct deposit account for me it gets you thinking there's a lot of how do i pay an estimate online where do i sign the 88.79 where's my refund okay yeah so there's a lot of opportunity how do i upload this file can you send me my 2020 tax return uh-huh how do i pay my bill okay and how do i pull transcripts can you just call me yeah yeah so there's a lot of things you could probably make a reusable explainer for park it in a shared location where your colleagues can get to it too and be the hero but you want to know the omega brain opportunity here build out these libraries but then share them with other firms [Music] so call up your best friends logan what what are you doing here yeah so listen i'll take quickbooks you build it out for gusto i just moved to a more non-conspicuous space i don't care so can you do the gusto scribes get them to build out some of those crimes as well and before you know it you're going to have a massive library of helpful stuff for the irs for quickbooks for all the common stuff that we all use 2. uncat you probably know about this one already but wait until you see my power user moves okay so if you don't uncat's super easy to set up [Music] [Music] that's it now anytime i put a transaction into uncategorized expense uncat notifies the client that you need more information you can set this up on a schedule maybe i want to bug them every week every month every day that's it you can set this up to watch any accounts in your ledger now big brain opportunity here set up bank rules to auto categorize unclear transactions straight to uncategorized stuff like amazon venmo staples home depot restaurants transactions where you need more information create a bankroll to automagically put them straight into uncategorized then as soon as they come through the bank feed the clients gonna get notified about those transactions so whether you hop into the accounting file every day or once a quarter client's going to keep getting notified on whatever reminder schedule you set up so they're doing the work they probably think you're doing the work too but it's all going through automatically from the bank feed thanks to auto categorizing bank rules now uncat also handles stuff like receipt uploads class identification and even sending transactions from specific accounts or cards to specific client users which leads me to my omega brain opportunity take a client with a whole bunch of credit card users add everyone that has a card to uncap and point uncategorized transactions from their cards to that user if you've worked with clients that have a whole bunch of card users and done the old email and the spreadsheet or whatever for every single card user you know what a pain that is now you can do this for an unlimited number of client users for an unlimited number of cards within one business or five dollars a month five bucks five dollars or just email all 15 people who have a credit card honestly see if i care speaking of big brain moves you know we like software around here but you know what i don't like fiddly computer stuff i.t i just want to work i don't want to get in the way of what i'm trying to do especially if you have a team of people at any given point somebody's computer is on fire and i can't handle it drives me nuts which is why i true story use tech guru for my firm's i.t they are kindly sponsoring this video but i actually use them so they're an outsourced it group that just works with accounting firms so when you're like hey i'm having trouble with this ultra tax thing they aren't like sweet mother peanut butter what is this program instead they're like boy that'll stinker yep we know how to fix this now i've gone back and forth on in-house i.t versus outsourcing i.t definitely upsides and downsides to both but i can confidently say outsourcing to tech guru is the best it solution i've had that's it that's the ad how am i doing am i shelling hard enough i think so that was some pretty heavy shilling it's actually a thing i use so head over to their site schedule an intro call with one of their tech specialists mean electrical computer and you can too did you say mino like broken computer three keeper maybe you've heard about this one i'm going to show you why some of the stuff that's doing is wicked smack so keeper connects to your accounting file you've got closing tasks pre-close ajes bank rex look at this transaction reviews for stuff like expense and consistency uncategorized items stuff you may want to capitalize but check out how wild this is it drills down to like full ledger detail shows all the goods from the actual accounting file it's like your project management system had a baby with your accounting ledger there's just all sorts of goodies here payee entity review client facing questions but check this out buckle up hang on are you buckled up buckle it tighten it give it a little pull check us out we're still in keeper i'm gonna click profit and loss wouldn't you know it it's a mother profit and loss let's look at advertising oh look grouped by payee let me remind you we're not in quickbooks anymore dorothy this connects to all your quickbooks files but all the goods are right here want to look at the balance sheet okay am in quickbooks right now no you are still in keeper but i understand why you're confused so the big brain move here for the most part you're gonna be able to move your bookkeeping production team out of whatever your project management system is now this is your home now bookkeepers live here and the technical reviewers i don't think they even need to open quickbooks now omega brain opportunity check this out this is just one accounting file go to the dashboard this is all my quickbooks files a whole bunch of them in a list look at the stuff we got here you got your non-closing and pre-closing tasks ajes bankrecs transaction reviews payee entity reviews client questions all in one dashboard view what month are we on what's the status imagine having your entire accounting practice in one dashboard showing the date of the last close number of open questions all of this stuff if you are a bookkeeper or running a squad of bookkeepers this dashboard right now is probably the most useful single dashboard view in our profession i said it name one give me an equivalent of that to get you all that information in one place i challenge you so there you have it three big brain opportunities if you like me enjoy uncovering big brain opportunities check out my weekly newsletter where over 2 000 accountants brains get slightly bigger each week i drip right on my shirt right before i was gonna start [Music] i'm gonna oh i think i can cover it up [Music] oh perfect you can't see the can't see the spot oh yeah oh yeah oh now i can't oh it's all on how the shirt wrinkles that'll do gosh that smell sweet mother loving mother peanut butter sweet mother loving sweet mother loving peanut butter trucking sweet sweet mother loving peanut butter chucking this is this is just put my acting chops to the to the test here uncat's founder just emailed me about that trial account i used logan's information guess it didn't work where over 2 000 accountants brands get slightly bigger each week most weeks some weeks that newsletter may make it a little smaller but most weeks it makes it big sweet mother loving peanut butter chucking what is this farting program nailed it if that doesn't win me an award i don't know what will [Music]