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- My Brand
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- Client Service - How to do a weekly update.
- Closing - What Forms Are Sent Where
- Contests - How to Export from KingSumo to Bombbomb
- Courier - How to Courier an Item or Document
- COVID-19 - Special Procedures
- Drive - How to Organize Google Drive
- Final Walkthrough - How to Schedule a Final Walkthrough with a Client
- Firm Sale - Sales Assistant Invoice
- Leads - How to write a calendar invitation to a lead
- Leads - How to write a postcard to a new lead.
- Leads - How to Introduce Yourself to a New Lead
- Meetings - How to Run a "Same Page" Meeting
- Meetings - Weekly "Level 10" Meeting
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People - Accounting and Bookkeeping
- Showing Time - How to Set Up
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- Glossary - Definitions and Terms
- Contacts and Professional Referrals
- Ottawa Neighborhoods - Districts
- Team Forms
- Veem
People - Accounting and Bookkeeping
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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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