A Yankee in Garden Court

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A couple of weeks ago, NOLA native Laura Redmond shared her list of New Orleans favorites. Now, guest blogger John Redmond shares his: Born in Rochester, New York, I moved to California after college and never left. My love of music brought me on regular visits to New Orleans. On one such visit, on a […]

Insider’s Guide to New Orleans

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Born and reared in Terrebonne Parish, south of New Orleans, I have a cherished history in this part of the country.  My parents met in New Orleans, my husband and I met in New Orleans, most of my family went to Tulane and live in and around New Orleans.  I moved west to California for […]

Join Laura Redmond at QB Connect Local

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Join Cloud Consultancy’s Laura Redmond for QuickBooks Online certification training through QB Connect Local. “This training will cover QuickBooks Online features and functionality: Set-up & navigation, “money-in” related to sales & revenue and “money-out” related to expenses & purchases as well as QuickBooks Online company settings & customization. In addition, we will cover reporting, resolving client […]

Creating a Custom Workflow Solution

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AAA Furnace and Air Conditioning Company is a large HVAC service company located in the heart of Silicon Valley. Founded in 1957, AAA installs, maintains, repairs, and services residential and commercial HVAC systems. When Cloud Consultancy partner Victoria Cameron was called in to help, the firm was struggling to make their business processes work using […]

New Aero Webinar Scheduled

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Whether you are performing the work yourself, or delegating the work to staff, managing workflow for your practice is critical. On December 15, Cloud Consultancy will introduce you to AERO WorkFlow manager and how it can help you design a practice management system that allows you to manage and track deadlines, staff and client communications, […]

Customizing Cloud Workflow – Adding Tabs

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If there are Tabs or Tab links on the CRM tab group you use frequently, it might improve your workflow if you added them to your CLOUD tab group. In the example below, we add the Customize tab to the Cloud Workflow tab group, but you could add any tab you want. Here’s how to do it: 1. […]

Aero WorkFlow and Quickbooks for Distributed Workforce

Aero WorkFlow Webinar November 19

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Whether you are performing the work yourself, or delegating the work to staff, managing workflow for your practice is critical. On November, Cloud Consultancy introduce you to WorkFlow manager and how it can help you design a practice management system that allows you to manage and track deadlines, staff and client communications, resources, and documents. […]

QuickBooks is easy to use

Is QuickBooks Online a Good Fit for My Company?

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Are you wondering if your business should switch to QuickBooks Online? Are you starting a new business and wondering which accounting package to pick? We love QuickBooks Online, but sometimes QuickBooks Premier or Enterprise is a better choice. Below are some considerations to weigh when deciding. Note that many of the issues that often force […]

Aero Webinar October 30

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Learn how AERO provides a path to systemizing your firm’s workflow in order to allow you to be able to step back from day-to-day work and be able to manage your firm on a higher level. On October 30, we will explain how AERO WorkFlow manager can help you design a practice management system that allows […]