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Syft Certified Advisor (AUS & NZ)
Live Training Webinars
Week 1 (46:54)
Week 2 (50:02)
Week 3 (28:44)
Week 4 (26:18)
Getting Started on Syft
Introduction (0:47)
Case study (0:23)
Signing up on Syft (4:41)
Accepting an invite (1:20)
Signing in to Syft (0:53)
What to do if you forget your password (1:29)
Settings (7:00)
White labeling
Keep your account secure with two-factor authentication (2:54)
Quickfind options (4:36)
Entity Settings (9:01)
Intro to Layouts & COA (0:47)
Navigate to Layouts (0:56)
How to create a layout (1:12)
Create a layout using an industry template (2:20)
How to import a layout from another entity (1:39)
How to customize and edit a layout (15:30)
Basic layout functionality (2:39)
Resources
How to select a default layout and its impact (3:55)
Copy down layouts in a consolidation (4:47)
Checking your Chart of Accounts (0:55)
How to update your Chart of Accounts (4:07)
Summary: Layouts & COA (0:42)
Quiz
Invite Users (2:26)
How to manage roles (4:52)
Summary: Users & Roles (0:18)
Quiz
Introduction to Reports (0:42)
Using Syft's reporting tool (3:41)
Quiz
Introduction to group or practice management (0:28)
Oversight (7:09)
Dashboard (5:39)
Sneak peek at the rest of Syft (0:15)
Syft tour (3:07)
Adding your favorites (2:49)
Summary of sneak peek (0:29)
Quiz
Conclusion to Getting Started (0:31)
Suggested reading
Accounting Practice Management
Introduction to Accounting Practice Management (0:42)
Introduction to managing your clients and team (0:36)
Quiz
How healthy is your business? (0:46)
Managing your clients and team summary (0:22)
How to approach your clients with Syft (1:12)
Template emails
Introduction to monetization (0:27)
Step 1 - Foundational Reporting (10:41)
Step 2 - Business Partnering (6:25)
Step 3 - Practice Focus (0:33)
Step 4 - Value-Added Services (0:48)
Monetization Summary (0:29)
Conclusion to Accounting Practice Management (0:33)
Resources
Learn more
Thanks for joining the course!
Thanks for joining us (1:18)
Download your Syft Advisor Badge
Let us know what you think! (0:20)
Conclusion to Accounting Practice Management
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