Do you ever need to collect information from your customers? There are many ways to do it: a form in Microsoft Word®, a fillable PDF, and a Web form are all very common. Less common but slicker than the rest is the option of using Google Forms.
You’ll need a Google ID, and most people use their gmail account for this. Go to Google Drive from your menu, or you can access it from this URL: https://drive.google.com.
In Google Forms, you can have customers complete a line or paragraph of text, select from multiple choice, check a box, select from a dropdown, rate an item on a linear scale, or enter a date or time. To design the form, decide what questions you want to ask your customers.
Start creating your new form by clicking the button labeled New in the top left corner of the screen and select More, then Google Forms.
Title the form by typing over Untitled Form. Your first question is already formatted for you. Multiple choice is selected, and you can change the question type by clicking the arrow on the right side of the Multiple Choice option. Over on the left, you can type your first question or label. Let’s say you need to know their name, so you would enter “Name” in the field and change the question type to Short Answer.
To add a field, click the plus sign on the vertical menu to the right of the form. Repeat this until you have all your form fields entered. If you need to add instructions, choose the TT option on the vertical menu just below the plus sign. You can also add images, video, and sections to your form using this menu.
Clicking the Send button allows you to email the form, get a link (click the chain icon), or add it to a web page (click the <>).
There are dozens of options and settings for your form. You can change colors (palette icon at top right), preview your form (eye at top right), or modify your settings (gear icon). The three vertical dots at the top right provide more functions. If you need a team member to access the responses or edit the form, you can Add Collaborator from this menu. You can even turn the form into a quiz.
Once people start submitting their answers, you can review them by clicking the Responses tab at the top of the form.
Google Forms are versatile, professional-looking, and best of all, free. Give them a try next time you need to collect information from your clients.
The New Business Directions Team is bringing the #1 employee-rated and requested Time Tracking Software to you. Sondra Love, Wayne Kukuruza, and Rhonda Rosand, CPA have recently joined the 6000+ TSheets PRO community by participating in an exclusive TSheets PRO certification course accredited by CPAacademy.org.
So what exactly is TSheets? TSheets is a time tracking and scheduling software designed for businesses that track, manage, and report time. TSheets provides the alternative to paper timesheets and/or punch cards to simplify human resource and data processing roles for companies of all sizes.
Have you ever wished you didn’t have to buy yet another server? Do you have to delete old files on your hard drive to make room for new ones? If disk space is an issue in your company, the good news is there may be a better and cheaper way: cloud storage.
You might think cloud storage is only for large companies, but it’s surprisingly easy to use no matter whether you have a full technology department or you simply call your neighbor when your PC starts doing something strange.
One such vendor is Amazon with their S3 product in their AWS or Amazon Web Services division. The three S’s stand for Simple Storage Service. It works just like your PC’s hard drive. Think of a filing cabinet where only you have the key to all your business’s private files. Instead of folders (or file drawers), Amazon calls them buckets, and instead of files (or Pendaflex®), Amazon calls them objects. Once you set up your account, you can create buckets and upload your files as objects in the cloud.
If you have large files like video files, old records you need to keep for tax purposes but don’t access any more, or just a need for more disk space, this service is perfect. Amazon charges three cents per GB monthly, which is much cheaper than an additional server, website hosting rates, or even external disk drives.
There are many options beyond basic storage, including who can access your files. You can also use it to store data used in programming and there are developer guides for companies that have that need. The S3 product is not designed to be used to share files like a DropBox-type product although you can make certain files publicly accessible. The S3 is also much cheaper than file-sharing products as well.
You can check out the S3 product here: https://aws.amazon.com/s3/
Get smart about storage options and you’ll save a lot of money down the road.
This year’s theme was “epic” designed as the epic conference to empower small business advisors to develop and sustain the epic practice that distinguishes itself and embraces the key differences that separate ProAdvisors around the good, the great and the “epic.”
The four-day conference kicked off each morning with Power Breakfast Sessions followed by main stage presentations with keynote speakers such as Daymond John of Shark Tank, Joe Buissink of Canon Explorer of Light, and author Mike Michalowicz of Profit First. In between general session, attendees dispersed around the conference center into rooms where cutting edge training sessions were being held. Training sessions were broken down into 5-tracks for Practice and Professional Development, Practice Growth, In-Depth QuickBooks Training, ProAdvisor Certification Training and QB Integrated Apps.
If you were fortunate enough to attend, Rhonda Rosand, CPA taught a 100-minute informative training session titled Successful Implementations from Initial Contact through Ongoing Support on Sunday, May 22nd. As the evenings came around, networking sessions were held consisting of ICB Bookkeeper’s Symposium, the Woodard Network Social hosted within Atlantis’ stunning marine life exhibit, The Dig and of course, the infamous TSheets dance Party on TSheets Tuesday.
Sondra’s Take on Vendors
In between training, I was able to visit the exhibit ballroom which held over 90 vendors, some of which were very familiar. I came across software I use everyday to make my work flow run smoothly and now I am able to put a face to the product. For example, SmartVault allows me to access files anywhere, anytime and from any device. I also have the capability to securely share files with clients and our team.
While at Scaling New Heights, I learned the importance of technology and how it relates to strengthening our firm and supporting our clients.
Slack is a relatively new collaboration tool that is designed to cut down on emails among team members and boost productivity. It provides messaging by topic or channel so that threads of communication can be streamlined and accessed easily.
Slack is a searchable messaging portal that allows document sharing from a team member’s computer or integrated apps such as Google Drive, DropBox and more. Slack has 300,000 paid accounts and 1.1 million active users per day. There is a free option.
Once all your team members are in Slack, they can create channels and have conversations within the channels. Channels can be organized in any way you want, such as by:
- Office talk
Channels can be made public within your team or private.
You can also direct-message anyone else in the group so two or more team members can have a private talk. Conversations can be followed on any device – computer, tablet, and phone.
You can add documents to the message stream so team members can review and make comments. These documents can come from your local computer or one of the 900 integrated apps. And the messages are searchable to boost efficiency.
If you’re looking for a tool that reduces the number of emails across team members, try out Slack at slack.com.
Keeping a to-do list is a great way to be productive, avoid having things fall through the crack, and unclutter your brain. How you maintain your to-do list varies: some people use pen and paper because they love the feeling of crossing tasks off, others use Excel or Google documents. Still others might try Evernote.
If all of those still have you feeling unorganized, then you’re in luck. There’s a whole new genre of apps to automate your to-do list. Here is a list of things to consider:
- Would it be great to access your to-do list from any device?
- Do you need subtasks?
- Would you like to set priorities and due dates?
- Do you want notifications or reminders?
- Do you want to share tasks with others?
- Do you have repeating tasks that need to be handled differently?
- Do you need to be able to make comments or notes for each task?
- Would it be nice to forward an email to your to-do list and just have it logged?
- Do you want to be able to print your to-do list?
- Do you want to be able to set hash tags, filters, and labels for each task?
Once you’ve thought about your requirements, now you can look for an app that meets it. Here are two to get you started:
If those don’t work out, Google “to-do list apps” and you’ll have a bevy of selections to choose from. These to-do lists will work for not only business projects but also major life projects like weddings, vacations, and more.
Try these new to-do list apps and let us know what you think.
Do you need to get data from one app to another? If so, it’s time to check out Zapier.
You might be moving data manually from, let’s say, your shopping cart to your CRM or from Evernote to Google Docs, or something like that. Zapier allows you to automate the process with what they call a Zap.
In the Zapier app, click Make a Zap, and you’ll see two dropdown menus: Trigger app and Action app. Your trigger app is the one where the data is stored and your action app is the one where you want the data to be moved to.
Continuing the shopping cart example above, you would choose your shopping cart app as the trigger app. Zapier support BigCommerce, Ontraport, Infusionsoft, Shopify, Magento, and more. It will then ask you for details about the transaction and the type of data you want to port over. Your action app will be your CRM, and Zapier supports dozens of them. It will ask you for your user ID and password for each application and some more specifics about the type of data you want to transfer.
You can run your zap one time or every fifteen minutes, depending on the nature of your data transfer. Here are some ideas to get your creative juices flowing:
- From Evernote to Google Calendar, add an event.
- From your blog to Facebook, post your latest blog entry.
- Create QuickBooks Online sales receipt from PayPal
- Create QBO customer from Salesforce (or other CRM)
- Create Constant Contact contact from QBO customer
- And several thousand more combinations!
The admin time you will save will amaze you. Data entry and moving data around is truly becoming a thing of the past. You can go to Zapier.com and create a free trial. There is a charge for a larger number of zaps.
And, as always, if you’d like our help, please reach out.
Have you ever been in a situation where there’s no internet and you needed it? Or perhaps you’re at a hotel and don’t want to pay the extra $15 per day for wireless internet. If so, you’re not alone, and luckily, there’s a gadget for just about everything. This time, it’s a gadget you probably already have: all you need to do is whip out your cell phone.
Your cell phone can act as your wireless modem. Plug the iPhone into your PC using your USB connection. Go to Settings on your iPhone and one of your settings will be labeled Personal Hotspot. Tap it and toggle it to “on.” Set a password.
On your PC, view your wireless internet connections, and the name you’ve given your phone will show up. Click to connect and enter the password you set on your phone.
If you have an Android, tap More… and select Wireless and Networks, then Tethering and Portable Hotspot. Check Portable Wi-Fi hotspot. Tap Portable Wi-Fi hotspot settings and you can edit the Wi-Fi network name, and choose a password.
On your PC, view your wireless internet connections, and the name you’ve given the Wi-Fi network will show up. Click to connect and enter the password you set on your phone.
Ask your cell phone network provider if this hotspot feature is included in your package or is an extra charge. You may also have to call then to enable this feature.
Once you’ve used this once, you’ll be hooked. You now have a new internet access alternative anywhere you have cell phone coverage.