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I will create tutorials, guides, and instructional material on payworks
Bookkeeping/Invoicing
Bookkeeping
Bookkeeping/Invoicing
Quickbooks Online (QBO)
From New Training Form - Bookkeeping
Katrina Muyrong
7/14/2023
7/14/2023
New Designs For Life
Document that contains the step by step process of the app/platform
Document that contains Images to demonstrate each step
Video demonstration
creating and sending out invoices
1
Bookkeeping/Invoicing
N/A
Marjolaine Caramihan
8/9/2023
8/11/2023
Payworks
People to go
Document that contains the step by step process of the app/platform
Video demonstration
After undergoing training, I can contribute some content to our Training Library.
Here are some of the things I can help with:
3
Bookkeeping/Invoicing
No
Gieznina Bartlett
9/25/2024
9/25/2024
Stripe
Life More Abundant (New Account)
Document that contains the step by step process of the app/platform
Document that contains Images to demonstrate each step
Video demonstration
Features of Stripe that can be utilize for payment processing
1
Email Management
Bookkeeping/Invoicing
No.
Donna Belle Tawing
2/19/2025
3/26/2025
Financialcents and TaxCycle
Evangeline Taxation
Video demonstration
Document that contains the step by step process of the app/platform
Document that contains Images to demonstrate each step
After completing training on FinancialCents and TaxCycle, I can contribute to your Training Library by providing guides on basic functions like client intake in FinancialCents, which involves setting up client profiles and organizing necessary information. For TaxCycle, I would highlight key features such as tax return preparation, data entry, tax calculations, and the use of the audit trail to track changes in returns. These contributions would help users understand and utilize the essential functions of both platforms.
19
Bookkeeping/Invoicing
CRM/CMS
During the training on FinancialCents and TaxCycle, I did face a couple of challenges, particularly when getting familiar with the user interfaces. In FinancialCents, I initially struggled with finding where to input client information during the intake process. Similarly, in TaxCycle, it took me a little time to get used to the layout for preparing tax returns.
To work through these, I spent some extra time going over the tutorials and instructions provided, which helped a lot. I also practiced using sample data, which gave me a better feel for how things worked. After a bit of hands-on practice, I felt much more comfortable with the basic functions and could navigate both platforms with ease.
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