Workflowy

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I noticed workflowy on one of my client’s screens.

He was using Workflowy to keep track of the questions he wanted to ask me in our remote session. This is a GREAT idea, by the way, and there is a mobile app for this. I am going to start recommending this to everyone who has sessions with me.

You can use it quite a bit on the free version, and the paid version is only $49/year, which seems very reasonable.

I love apps like this, because on the surface it looks real simple, but underneath the hood, it’s a robust and really well organized app.

You start off at a high level, as they suggested in the e-mail I received today, which was BRILLIANT! Instead of the usual, “hey have you logged in and gotten started yet?” follow up, I got a really short e-mail with some bullet points that jumped out at me:

The Subject:It’s 6 AM. Do you know where your brain is?

Then this is all I saw in the middle of the rest of the e-mail:

  1. Go to workflowy.com.
  2. Create top-level items called ‘Personal’ and ‘Work’.
  3. Click the bullet point next to ‘Personal’ to zoom in.
    • Create a ‘Chores’ item. List under it everything you need to do in the next week.
    • Create a ‘Goals’ item. List under it everything you want to get done in the next month and year.
  4. Zoom out and start on the ‘Work’ section.

This should be enough to get you started. WorkFlowy

I NEVER would have clicked into an e-mail generically reminding me that I’d signed up, but as soon as I saw the “tip” I was intrigued. It probably helped that I was just about to start outlining my day, so why not do it with my Shiny new toy?

Enjoy the super short video I produced (above) and check the tabs in our course directory for more “App Tips of the Day” content, and pretty much everything else you need to care about here 🙂

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Top Five non GL Financial Apps for 2016 – No 1 – Finagraph

We hear more and more about the business of the new world, and how much more automated everything is getting. These apps that I’ve chosen are what I consider to be some of the top 5 examples of that.

Finagraph

Finagraph is the ultimate app for the business of the new world. Finagraph takes your financial data from QuickBooks Desktop, Quickbooks Online, or Xero, and even Microsoft Excel!

Once it grabs your data, that data is compiled into a beautiful dashboard, which gives you the exact kind of intelligence you need, in order to become that most trusted, strategic financial advisor.

Not only does Finagraph give you the information, but it also gives you the knowledge you need, to understand how to interpret what the various ratios and benchmarks actually mean.

Finagraph is a great place to start if you want to learn how to be more of a strategic consultant, and less of a transactional consultant.

When you sat up Finagraph, you will need your NAICS code. This allows you to compare yours or your client’s information to similar companies in your industry. You can also set up your own benchmarks, so rather than compare yourself with others, compare yourself with your own goals.

If you’re an accountant or a bookkeeper, then a great way to get started with Finagraph is, to load it up with your client’s information. Make sure you have their permission. Then review it, analyze it, and make sure you understand it well enough to explain it. Once you feel confident in your ability to explain the results, schedule an appointment to review it with your client.

Finagraph as a marketing tool.

Have a prospect that you want to impress? Offer to do a free analysis of their books, provided they are willing to allow you access. Then link their file up to a client in your Finagraph account. Review the balance sheet, and profit and loss statements, and then review the finagraph analysis. Once you’re ready, schedule the appointment with the prospect to go over the results of your analysis. The only way you DON’T get that client, is they simply can’t afford someone that good 🙂

Check out Number 2 – Expensify

How to Keep Your Ideas Organized with Penzu

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I started using Penzu as a personal journal app, but now I’m using Penzu for all kinds of things. When I needed a way to organize my thoughts around how I want to deliver courses on sethdavid.com, I set up a journal and started making notes in Penzu. I like this better than evernote, because it is a true cloud app, as opposed to a desktop sync. I also like it, because it is much more “visual” than Evernote, and that really appeals to me.

You can tag notes, which makes it easy to search for content, provided you’ve utilized your tags well. In the browser version, you can browse all tags right from the home screen. In the mobile app, you go into a notebook, and you can tap a tag specific to that notebook, to find anything with that tag. I have found Evernote to be unwieldy when it comes to searching the mobile app. Penzu, seems to make it easy for me to find what I am looking for.

I also created a journal called, “Notes on The Fly” for the fleeting thoughts, and the times when I don’t yet have a permanent home for the note I am about to take. I hate to hold people hostage when I want to jot something down, so I don’t want to make them wait while I search for the right journal to put things in.

Images – Since this is private, you can steal from Google. Each journal let’s you set an image for the cover. Do take the time to do this, It makes your journals in Penzu much easier to identify. Look at mine, for example. I don’t really need to read the titles to know which one, is which.

You can share a page from a journal with the public, if you choose. For example, I have the ouline of my upcoming course 01 – Bookkeeping Fundamentals with Cloud Accounting Applications course outline shared in the notebook.

I’ve been looking for ways to get out of Evernote for a long time, and Penzu looks like it will solve a lot of that problem for me. Based on the above, I can organize, categorize, and easily reference my thoughts, and ideas using Penzu. Time will tell, especially as I accumulate more stuff in Penzu, if it stands up to the volume test. Many of these applications work well when you just have a few things in them. It’s when you have 10,000 notes, like I have in Evernote, that you get to test the app’s true capabilities. How easy will it be, to find what I am looking for in Penzu, when I have lots and lots of notes? I’m sure I’ll write about it!

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Scalus Help File E-mail Forwarding

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When you’re using Scalus for managing your projects in the cloud, you can forward e-mails into scalus to make it easy to track the ones that require follow up. What’s great about this is that those e-mails become tasks in Scalus with all of the incredible features that this offers. The messages that allow you to discuss it, who will follow up, when it will be do, and which “Team” or project that task will wind up in.

There are essentially two ways an e-mail can be forwarded into Scalus;

  • You can forward e-mails to a global Scalus e-mail address, or
  • Every team you create gets its own unique e-mail that you can forward to. This will cause the e-mail / task to be assigned to that team as it arrives into Scalus.

The recommended practice here, especially if you’re in the process of cleaning your inbox, is to use the global address. This way you don’t need to think about it. Forward all of your e-mails to the global scalus e-mail for your account. Then you can filter your tasks for “No Team” and assign it then. There have been a few instances, where I forwarded e-mails to a generic team I have called, “Seth’s Day” and then realized I wanted to create a new team for that, and other e-mails. Once a task has a team established, you cannot change the team.

Also, and this is not mentioned in the video, I set up two contacts in my e-mail contacts;

  • Scalus (Seth’s Project) and
  • Scalus (unassigned) – this is the global one.

This is a tremendous time saver when I have 600 e-mails in my inbox and I want a way to quickly forward e-mails into Scalus, without having to stop and think too much about where I am forwarding to.

Having the ability to forward your e-mails into Scalus is critical to your workflow process. This is just one of many examples of how powerful Scalus is when it comes to managing, tracking, and collaborating on tasks in the cloud.

Want more Scalus Content? Become a Patron, and get access to my Patron only exclusives, including, “Unboxing Scalus

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Unboxing Scalus

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Scalus is a Business Productivity application.

Scalus Redefines Communication and Transparency in Today’s Modern Workforce

Last Friday, January 8, 2016 Kristen Koh Goldstein was on our show telling us the story of how Scalus came to be. Then she gave us a demo. I spent the weekend reviewing and playing with Scalus. I love it, and I have some feature requests, which I have submitted to my new friends here at Scalus. I’m excited to see what these developers do with this application. I have been hearing nothing but good things, and now that I’ve had a firsthand look, I can see why.

The video here shows my un-boxing of the application with some highlights about how it works, as well as my wishlist for new features. Sorry this is a Patreon Exclusive for now, and may be released to the public later. Feel free to pledge $25 and up, for this an other on going daily benefits. This was today’s!

Thanks in advance for your support. All courses are also being made available to all Patrons, 25 & up.

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