Run Your Accounting Practice with Google Workspace

The live course has ended, but you can purchase the recordings below!

Part of the Zoom in with Seth David and Friends Program

Run Your Accounting Practice with Google Workspace

 

Lesson 1 - Set Up Google Workspace and Gmail

  • What’s in a Google Workspace?
  • Gmail - New User Setup
  • Multiple Gmail Accounts
  • Security and Device Management
  • Google Groups - create email accounts that redistribute to anyone you designate
  • Support - The support you get with a paid Google account is amazing! 
  • Set Up Your Gmail Experience
    • The Secret Weapon
    • Rules and Labels
    • Gmail search commands
    • Threading
  • Why all of the emphasis on Gmail?

Lesson 2 - Google Workspace’s Apps

  • Google Docs
  • Google Sheets
  • Google Keep
  • Google Slides
  • Google Forms
  • Google Sites
  • Google Calendar
  • Google Meet
  • Google Tasks
  • Jamboard
  • Sharing (any form of google document)
  • Integrations
  • Embedding and Publishing Documents

Lesson 3 - Google Drive - File Management and sharing

  • File Management and Sharing
    • "Not One..."
  • Multiple Google Workspace Accounts
  • Managing Files With Windows Explorer
  • Sharing Files and Folders
  • Shared With Me
  • A Few More Google Drive Gems
    • Priority
    • Recent
    • Starred
    • Folder Colors
  • One Final Thought

Lesson 4 - Google Docs and Zapier - Automation and Integration

  • Recap
  • So What's next?
  • Automate Your Service Agreement
  • Google Calendar
  • Google Drive and Slack
  • Google Forms, Zapier and Slack
  • Customer Support (Use a Google Form for customers to create a “Support” ticket and add that as a task in ClickUp, Asana, etc…)
  • Google Forms, Zapier, and (Your Contact Manager)
  • Save new attachments from labeled emails in Gmail to Google Drive
  • Zapier Google Drive and YouTube
Run Your Accounting Practice with Google

$197.00 USD
Google Workspaces