- Видео 24
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Hughes & Strong Consulting
Добавлен 23 окт 2022
Tutorials and deep dives into systems that'll keep your Bookkeeping Business running smoothly.
Keeper Q&A - October 2024 (featuring Tags vs New Section)
HUGHES & STRONG CONSULTING:
- Next Q&A: us06web.zoom.us/meeting/register/tZApdOqhqD8iH92qfFUUhCxfAqaFVVTtpUZw
- Free Keeper Resources: hughesandstrong.com/keeper
- Info about our Keeper Templates & Support: email us at info@hughesandstrong.com
⭐ TODAY'S Q&A: ⭐
Topics: Close statuses, Migraing task management to Keeper, Email integration, Portal auto-reminders,
Slide Deck: drive.google.com/file/d/1cbR1L0Nj__lGWOLz8EqfbjpYmmJ7YJUK/
Resources & Feature Requests:
- Tour of the Client Page: drive.google.com/file/d/1J7POK1qKrcrH8p0o2sp0LCcM5-z-Arja/view
- Tags
• Tags Example PDF: drive.google.com/file/d/1gjUB-XdE94NP3GafO74FjFzrzRuoK14D/
• Non-closing Tags: help.keeper.app/en/articles/6159951-non-...
- Next Q&A: us06web.zoom.us/meeting/register/tZApdOqhqD8iH92qfFUUhCxfAqaFVVTtpUZw
- Free Keeper Resources: hughesandstrong.com/keeper
- Info about our Keeper Templates & Support: email us at info@hughesandstrong.com
⭐ TODAY'S Q&A: ⭐
Topics: Close statuses, Migraing task management to Keeper, Email integration, Portal auto-reminders,
Slide Deck: drive.google.com/file/d/1cbR1L0Nj__lGWOLz8EqfbjpYmmJ7YJUK/
Resources & Feature Requests:
- Tour of the Client Page: drive.google.com/file/d/1J7POK1qKrcrH8p0o2sp0LCcM5-z-Arja/view
- Tags
• Tags Example PDF: drive.google.com/file/d/1gjUB-XdE94NP3GafO74FjFzrzRuoK14D/
• Non-closing Tags: help.keeper.app/en/articles/6159951-non-...
Просмотров: 42
Видео
Keeper Q&A - September 2024 (featuring Simplifying Your Task List)
Просмотров 143Месяц назад
HUGHES & STRONG CONSULTING: - Next Q&A: us06web.zoom.us/meeting/register/tZApdOqhqD8iH92qfFUUhCxfAqaFVVTtpUZw - Free Keeper Resources: hughesandstrong.com/keeper - Info about our Keeper Templates & Services: email us at info@hughesandstrong.com ⭐ TODAY'S Q&A: ⭐ Topics: W-9 requests, Account Reconciliation SOPs, Introducing new clients to Keeper, Storing Month-end notes, Managing your practice e...
Keeper Q&A - August 2024 (feat. SOPs)
Просмотров 225Месяц назад
HUGHES & STRONG CONSULTING: - Next Q&A: us06web.zoom.us/meeting/register/tZApdOqhqD8iH92qfFUUhCxfAqaFVVTtpUZw - Free Keeper Resources: hughesandstrong.com/keeper - Info about our Keeper Templates & Services: email us at info@hughesandstrong.com ⭐ TODAY'S Q&A: ⭐ Topics: SOPs, Merge templates, Firm tasks, Custom Statuses, Client Portal Reminders, Client Details, Resource Templates Slide Deck: dri...
Keeper Q&A - July 2024 (feat. Saved Views)
Просмотров 1193 месяца назад
⭐ HUGHES & STRONG CONSULTING: - Next Q&A: us06web.zoom.us/meeting/register/tZApdOqhqD8iH92qfFUUhCxfAqaFVVTtpUZw - Free Keeper Resources: hughesandstrong.com/keeper - Our services & templates: emailus at info@hughesandstrong.com ⭐ TODAY'S Q&A: Topics: Saved Views, Practice Email & Branding, Lock Standard Users, Community Templates, Question Templates Slide Deck: drive.google.com/file/d/1vZPbI7rN...
Keeper Q&A - June 2024 (feat. FAQs)
Просмотров 1673 месяца назад
Topics: Common FAQ's & Troubleshooting Presentation Slides: drive.google.com/file/d/14SUUo5h22hE23YVWee4XHi0tNg6WspCQ Resources & Feature Requests: - Roles: help.keeper.app/en/articles/6100782-close-assignees-preparer-reviewer-manager - Profile picture: help.keeper.app/en/articles/6060398-user-management-permissions-roles#h_2eb6214b10 - Task Statuses: help.keeper.app/en/articles/9190042-task-st...
Keeper Q&A - May 2024 (feat. Receipts)
Просмотров 1325 месяцев назад
Deep Dive Topic: Receipts 101 Additional Topics: Clean ups, Tags, Firm Tasks Presentation Slides: drive.google.com/file/d/1ozOegcluYFluIVaa7oLyTfLGQsIvrb-3/ Resources: - Receipts Article: help.keeper.app/en/articles/8695192-keeper-receipts-beta - Feature overview video: ruclips.net/video/rrzAgSwC2C0/видео.html - Setup a forwarding email: help.keeper.app/en/articles/8695192-keeper-receipts-beta#...
Keeper Q&A - April 2024 (feat. Customizing Template Library)
Просмотров 1546 месяцев назад
Deep Dive Topic: Customizing your Template Library Additional Topics: Tags, Applying Templates, Custom Files, & more Presentation Slides: drive.google.com/file/d/1w4841hPio06KHNCUYI3s8ODA9nliRHfq/ Resources: - Catch Up w/ Keeper (Templates 2.0): ruclips.net/video/BkQXOFxnXCQ/видео.html - Feature Request for Grouping Templates: keeperapp.canny.io/feature-requests/p/ability-to-combine-merge-templ...
Keeper Q&A - March 2024 (feat. Automating Client Requests & Follow-ups)
Просмотров 1446 месяцев назад
Deep Dive Topic: Automating Client Requests & Follow-ups Additional Topics: Texting & Email Templates, Custom Reports, Client Portal Passwords Unconnected Clients Resources: - Recurring Questions: help.keeper.app/en/articles/6177158-non-transaction-questions#h_eaea02fb77 - Intro to the Client Portal: help.keeper.app/en/articles/6387231-intro-to-the-client-portal - Notifying your Client / Remind...
Keeper Q&A - Feb 2024 (feat. Metrics 101)
Просмотров 1857 месяцев назад
Deep Dive Topic: Metrics 101 Additional Topics: Clearing old tasks, Custom Statuses, Closing vs Non-Closing, User Types, & more Resources: - Keeper Article on Metrics: help.keeper.app/en/articles/6352597-metrics - 'How to use Metrics to Drive Profit' (Tyler Otto's Workshop): ruclips.net/video/J_9PbapenBw/видео.html - Tyler Otto's YT Channel: ruclips.net/channel/UCM45uvSqAZskf90fpRyJ_Ew ^ Defini...
Keeper Q&A - Jan 2024 (feat. Onboarding New Clients in Keeper)
Просмотров 2689 месяцев назад
Deep Dive Topic: Onboarding New Clients in Keeper Additional Topics: Filtering Task List, New account setup, multiple Non-closing Sections, & more Resources: - Client Onboarding: help.keeper.app/en/articles/6415571-new-client-onboardings - Saved Task Views: drive.google.com/file/d/1GK8J_whrJMey6B_yFAgdV_T6iMNaYTUu/view?usp=drive_link - Client Portal & Resources: drive.google.com/file/d/1hyrpNT_...
Keeper Q&A - December 2023 (feat. How to use the new Custom Files feature)
Просмотров 9410 месяцев назад
Deep Dive: How to use the new Custom Folders feature Additional Topics: Using Firm Tasks, Financial Reports, Time Tracking, Non-connected Clients, & more Resources we mentioned: - Files & Custom Folders: help.keeper.app/en/articles/6326512-files - Feature Request for Firm-wide Folders: keeperapp.canny.io/feature-requests/p/firm-wide-folder - Metrics: help.keeper.app/en/articles/6352597-metrics ...
Keeper Q&A - November 2023
Просмотров 4811 месяцев назад
Here's a few topics we covered: - Onboarding - Client Properties & Saved Views - Client Portal Announcement & Resources - Applying Templates Register for next month's Q&A: us06web.zoom.us/meeting/register/tZApdOqhqD8iH92qfFUUhCxfAqaFVVTtpUZw Find additional Keeper Resources: hughesandstrong.com/keeper
Keeper Q&A - October 2023
Просмотров 44Год назад
Here's a few topics we covered: - Managing subcontractors in Keeper - Creating Client Lists - 1099s - Customizing the Resources Tab in the Client Portal Register for next month's Q&A: us06web.zoom.us/meeting/regis... Find additional Keeper Resources: hughesandstrong.com/keeper
Keeper Q&A - September 2023
Просмотров 63Год назад
Community-led, no deep-dive topic this month. Register for the next Q&A here: us06web.zoom.us/meeting/regis... Find additional Keeper Resources: hughesandstrong.com/keeper
Keeper Q&A - June 2023 (feat. Templates)
Просмотров 73Год назад
Keeper Q&A - June 2023 (feat. Templates)
Keeper Q&A - May 2023 (feat. Onboarding)
Просмотров 25Год назад
Keeper Q&A - May 2023 (feat. Onboarding)
Keeper Q&A - April 2023 (feat. Client Experience)
Просмотров 26Год назад
Keeper Q&A - April 2023 (feat. Client Experience)
Keeper Q&A - July 2023 (feat. Client Portal)
Просмотров 77Год назад
Keeper Q&A - July 2023 (feat. Client Portal)
This was such a fantastic session! I want to briefly explain the date range filters. Unfortunately, there is no way to permanently change the default date ranges in the transaction review reports. However, there is a feature request for this functionality. Some reports have a default range (e.g., 12 months for the transaction without payees, past month for the expense inconsistency, and all dates for the uncategorized). We encourage you to vote for this feature in Canny.
Thanks, @keeper_app! Really appreciate the clarification. Here's the feature request for anyone who wants to upvote: keeperapp.canny.io/feature-requests/p/default-ytd-date-ranges-in-review-reports-allow-users-to-change-and-save-date-ra
Thank you so much for this very informative video; I've done some work in Keeper, but this filled in a lot of gaps for me. With regard to your templates, do you share/sell them anywhere?
So glad to hear it was helpful! We do sell templates or can help create custom templates if it's a process that's unique to your niche or services. Feel free to shoot us a message at info@hughesandstrong.com or fill out the contact form on our website hughesandstrong.com/contact if you'd like to explore these to see if they're a good fit.
6:12 When adding recurring non-closing tasks in templates, do you add the due dates at the client level or template level?
Great question! If it's going to be consistent across all clients, then feel free to set it at the template-level to save yourself the admin work, but if it's going to be different client-to-client then we'd recommend leaving it blank and filling it in at the client-level. That's a more 'theorhetical' answer, but feel free to reply back with an example if you want to work through it on a more 'practical' level!
I am looking to get Keeper for my bookkeeping business. How do I find it? Do you have a link?
@michellerose4067 absolutely! You can use this link: keeper.app?via=HSC From here, you can start a free 14d trial with the 'get started for free' button in the top right corner
Very helpful. Do you offer template help?
Hey @lekeshahill2477, absolutely! We're happy to help with templates, getting set up, troubleshooting, etc. Feel free to shoot us an email at info@hughesandstrong.com 😊
Very helpful! Thank you!
Thanks @alliednumbers happy to hear! 💖