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Run Your Accounting Practice with Google

 

Lesson 1 - Set Up Google Workspace and Gmail

  • Whats 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 Workspaces 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