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Nick Fundytus Realtor Wiki
  1. Overview
    1. Positions
      1. Marketing Administrator
      2. Buyer Specialist
      3. Content Creator
    2. CEO Tasks
    3. COO Tasks
    4. CFO Tasks
  2. My Brand
  3. Common Tasks and How-To's
    1. Client Service - How to do a weekly update.
    2. Closing - What Forms Are Sent Where
    3. Contests - How to Export from KingSumo to Bombbomb
    4. Courier - How to Courier an Item or Document
    5. COVID-19 - Special Procedures
    6. Drive - How to Organize Google Drive
    7. Final Walkthrough - How to Schedule a Final Walkthrough with a Client
    8. Firm Sale - Sales Assistant Invoice
    9. Leads - How to write a calendar invitation to a lead
    10. Leads - How to write a postcard to a new lead.
    11. Leads - How to Introduce Yourself to a New Lead
    12. Meetings - How to Run a "Same Page" Meeting
    13. Meetings - Weekly "Level 10" Meeting
    14. People - Accounting and Bookkeeping
    15. Showing Time - How to Set Up
  4. Marketing Plan
    1. Ads
    2. Client Events
      1. Old Procedures for Reference
      2. Holiday Kick Off Party
      3. Bonspiel for Shelter
      4. Tire Change Day
    3. Blog
    4. Content Marketing Hub and Spoke
    5. Giveaway Contests (Social)
    6. iXact eNewsletter
      1. iXact Monthly Email Newsletter Video Embed Workaround
    7. Bombbomb E-Blast
    8. Market in a Minute
    9. Our Website - nickfundytus.ca
    10. Monthly Market Summaries
    11. Open Houses
  5. Listing a Property for Sale
    1. Winning the Listing
    2. Pre-Listing Phase
      1. Inputting Information for a New Listing in to Matrix
      2. Putting a New Listing on Nick's Website
      3. Preparing Documents for Electronic Signing
      4. Creating Feature Sheets
    3. Exclusive Listing Phase
    4. Listing Procedures (Old Procedures for Reference)
    5. Forms You Will Need - Listing
    6. Video, Photo and Virtual Tour
  6. Working with a Buyer
    1. Buyer Leads
    2. How to Book a Showing
    3. Buyer Procedures (Old Procedures for Reference)
    4. Depositing a Cheque with Another Brokerage
    5. Completing a "Receipt of Funds"
    6. Forms You Will Need - Buyer
    7. Buyer Presentation
    8. Sending Documents to the Lawyer & Mortgage Broker
  7. Standard Forms
    1. Filling Out Forms
    2. Agreement of Purchase of Sale (Course with Kerri McGee)
  8. Tools and Apps
    1. Agent Resources
    2. Beacon.by
    3. Bombbomb
      1. Bombbomb and Youtube: Transfer Videos
      2. Bombbomb E-Blast
    4. Canva
    5. Fiverr
    6. Google Tag Manager
    7. iXact Contact (CRM)
    8. Matrix
      1. How to Book a Single Showing
    9. Nexone (Faltour)
      1. How to Mark Up a Counter-Offer for E-Signatures
      2. How to Create and Upload FINTRAC Individual Identification Records
      3. Finalizing in Nexone
      4. Nexone - How to Check Through Listings and Transactions
    10. Nickfundytus.ca
    11. Prezi
    12. RLP Smart Studio
    13. Showing Time
    14. Trello
    15. Webforms
    16. Kashoo
    17. Misc. Websites and their uses
    18. Instagram
    19. Slack
    20. Twitter
    21. Shorby
  9. Glossary - Definitions and Terms
  10. Contacts and Professional Referrals
  11. Ottawa Neighborhoods - Districts
  12. Team Forms
  13. Veem
People - Accounting and Bookkeeping {{ currentPage ? currentPage.title : "" }}

Summary

Summary of our accounting and bookkeeping procedures

Details

Our team’s accountant

Kaitlyn Kirk - Kirk CPA

kaitlin@kirkcpa.ca

613-518-3851

Software

Quickbooks - Accounting Software - Team and Kaitlyn have access to this

ReceiptBank - Receipt Processing Software - Photograph receipts for processing. Email receipts to nick.fundytus@receiptbank.me

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