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Category: How To

Sharing Financial Account Lists with Family

Sharing a financial account list with family via Google Drive

What if something happens to you? Creating a financial account inventory in Google Docs to share with your family takes 20-30 minutes.

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Three Housekeeping Tips to Kick Off 2022

Here are three technical housekeeping things to do in 2022!

Here are three things you should consider doing to kick off 2022 properly! LinkedIn, credit cards and passwords anyone?

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Custom Wax Seals for Client Thank You Cards

Custom Wax Seals for Client Thank You Cards

Take your hand written thank you cards to the next level with a custom wax seal. I include links to everything you need to get started!

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How to create a desktop shortcut to a web page.

How to create a desktop shortcut to frequently used websites.

I thought it would be fun to do a Tech Tip on creating a shortcut on your desktop that points to a web page that you use all the time.

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Gmail Undo Send

Did you know you can recall/undo a sent email in Gmail?

Have you ever clicked “send” in Gmail and immediately regretted it? You can click the Undo link in 5 seconds, but you can extend that to 30!

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Client Gifts

The holidays are approaching. Have you thought about client gifts?

It’s time to start thinking about what you’re going to do for your clients as a thank you for the end of the year.

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Top 5 Free Chrome Extensions

Top 5 Free Chrome Extensions. Save time and be AWESOME!

I’m going to share my top 5 favorite Chrome extensions. They are all free. And they save me time and help me avoid pain. Check ’em out!

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Calendly

Calendly will save you time locking in meetings with clients.

Calendly is a web based app that connects to Google Calendar or Outlook, simplifying how you scheduling meetings. No more back and forth!

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Asking for Google Business Reviews

Google Changed Things – Asking for Google Business Reviews

Learn how to grab the URL you need to send people directly to your Google Business listing to leave a Google review.

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