monday.com for accountancy (CPA) firms | monday.com webinars
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- čas přidán 13. 01. 2021
- In this webinar, we were joined by CPA technology expert Daniel Moshe, of Tech Guru. Daniel demonstrates how to automate and streamline your firm’s workflows and improve team collaboration and communication using monday.com!
Discover how to manage monthly bookkeeping, tax returns and your sales pipeline to always stay on top of your leads, all within monday.com. Plus, how to leave the manual and repetitive tasks to robots to ensure you spend time on the work that matters!
You’ll leave the webinar with confidence on how to get started building a better practice and making 2021 your best busy season yet.
For accessibility purposes, you have the option to turn on subtitles from the CC button on the bottom toolbar of the video.
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Impressive webinar, Kol Hakavod !
Brilliant! I love it.
Great discussion! Learned a lot!
Thank you for the feedback! We are so glad you enjoyed this. We love to hear this and we hope to continue to share more helpful information along the way!
So glad to hear it!
Hi
Thank you very much for the video! Only where is the link you talked about in the video?
Hey there! Do you mind providing us with a timestamp?
Board Template
This is what i was looking for in my CPA firm... the others like Asana and Clickup don't seem to have client integration like this... How can I get these templates and get started?
Sign up for a trial at monday.com to get started! Once you're in, you can hit Add at the top of the left panel and select "Choose from templates". Here, you'll see some templates already loaded to your account so you can choose what works best for your workflow! And sign up for a webinar at monday.com/webinars!
Hi where is the workflow planner he discusses at the start of the tutorial?
Hello! Can you let us where in beginning he mentioned it? It may be a template in monday.com, but I want to be 100% sure.
@@mondaydotcom At 11:14 to 12:05 he mentions having access to a link to download the templates.
Www.techguruit.com/Monday is where I found the template that he refers to. You will have to fill out a simple questionnaire and then the template will be emailed to you.
I have an accountancy firm in the UK and this software has a lot of good features. Not sure how to set up clients and tax return deadlines etc. Do you give support for starters. Thank you
Hey there! We're here to help. Sign up for a webinar at monday.com/webinars to learn the basics of monday.com and check out our resources on support.monday.com 😇
@@mondaydotcom I need specific help on setting up clients etc. Do you have telephone or Zoom support . Thank you
Can you send us an email to support@monday.com with some more details on the specific questions you have? Our support team will be happy to assist here! 🤗
Where is the link for this Board? For CPA Firms, ? Thanks
Hey Daniel! Unfortunately this particular template from 2021 is no longer available to access - we apologize for the inconvenience! That being said, please feel free to check out this article, in-case it helps with your setup, monday.com/blog/project-management/excel-accounting-template/. It also includes a financial accounting template that you might find relevant ☺️
How can I have this specific workflow template? If not can Monday or someone help me out setting this up?
Hi there! As this webinar was hosted by one of our partners, we don’t have this exact template available to download. We do have a selection of finance templates here that might be useful: stories.monday.com/#finance
If this isn’t quite what you're looking for, we'd be happy to help you set up your boards! Just shoot our team an email at support@monday.com 😀
Where are the downloadable templates? Thanks in advance!
We've refreshed our templates since ths video was released, but you should find some useful templates in the template center! Once in the platform, you can hit 'Add' at the top of the left panel and select "Choose from templates". Here, you'll see some templates already loaded to your account so you can choose what works best for your workflow!
How do we create a remaining balance?
Ex. A client paid partial amount of money for my services. I want to record how much the client paid me and send email for the remaining balance.
Hi Joana! There are a few different ways you might like to set this up, depending on your specific workflow. Could you please reach out to our support team so that they can take a look at your boards and help to create a workflow with you? You can reach them at support@monday.com