Live Webinars-
*Guest Webinar* The Designer CPA
Thurs, Mar 21, 2019 2:00 PM - 3:00 PM ET
Join Peter Lang, The Designer CPA, as he helps you make the right choices for your business:
• Choosing the right legal structure for tax purposes
• What are the different tax structures and why do they matter
• Choosing the right CPA to support your business
• What questions to ask your current or potential CPA to find out how much design industry experience they have -
New Company Orientation
Wed, Apr 3, 2019 2:00 PM - 3:00 PM ET
Your company just signed up for Design Manager… now what? Learn how to get started using the software by covering the following topics:
1. Enter company name and info
2. Load in a logo to print on your docs
3. Choosing company defaults for your pricing style
4. Choosing defaults for your freight pricing style
5. Choosing defaults for billing your time
6. Choosing defaults for requesting deposits from your clients
7. Setting up Sales Tax -
Advanced Accounting Course 1: Bank Reconciliation
Thurs, Apr 4, 2019 2:00 PM - 3:00 PM ET
This webinar will show step by step how to reconcile your bank accounts each month to ensure that your business is running smoothly.
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Advanced Accounting Course 2: Credit Card Reconciliation
Fri, Apr 12, 2019 2:00 PM - 3:00 PM ET
This webinar will teach you how to reconcile your credit cards in Design Manager, and why it is so important to do this every month.
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Advanced Accounting Course 3: Refunding or Crediting Your Client
Thurs, Apr 25, 2019 2:00 PM - 3:00 PM ET
This webinar will explain how to do client refunds and credits in Pro Cloud. During the webinar the trainer will demonstrate refunding client deposits, retainers, and payments on proposals and invoices.
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Advanced Accounting Course 4: Vendor Returns and Credits
Thurs, May 16, 2019 2:00 PM - 3:00 PM ET
This webinar will explain how to do client refunds and credits in Pro Cloud. During the webinar the trainer will demonstrate refunding client deposits, retainers, and payments on proposals and invoices.
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New Company Orientation
Wed, Jun 5, 2019 2:00 PM - 3:00 PM ET
Your company just signed up for Design Manager… now what? Learn how to get started using the software by covering the following topics:
1. Enter company name and info
2. Load in a logo to print on your docs
3. Choosing company defaults for your pricing style
4. Choosing defaults for your freight pricing style
5. Choosing defaults for billing your time
6. Choosing defaults for requesting deposits from your clients
7. Setting up Sales Tax -
New Company Orientation
Wed, Aug 7, 2019 2:00 PM - 3:00 PM ET
Your company just signed up for Design Manager… now what? Learn how to get started using the software by covering the following topics:
1. Enter company name and info
2. Load in a logo to print on your docs
3. Choosing company defaults for your pricing style
4. Choosing defaults for your freight pricing style
5. Choosing defaults for billing your time
6. Choosing defaults for requesting deposits from your clients
7. Setting up Sales Tax -
New Company Orientation
Wed, Oct 2, 2019 2:00 PM - 3:00 PM ET
Your company just signed up for Design Manager… now what? Learn how to get started using the software by covering the following topics:
1. Enter company name and info
2. Load in a logo to print on your docs
3. Choosing company defaults for your pricing style
4. Choosing defaults for your freight pricing style
5. Choosing defaults for billing your time
6. Choosing defaults for requesting deposits from your clients
7. Setting up Sales Tax -
New Company Orientation
Wed, Dec 4, 2019 2:00 PM - 3:00 PM ET
Your company just signed up for Design Manager… now what? Learn how to get started using the software by covering the following topics:
1. Enter company name and info
2. Load in a logo to print on your docs
3. Choosing company defaults for your pricing style
4. Choosing defaults for your freight pricing style
5. Choosing defaults for billing your time
6. Choosing defaults for requesting deposits from your clients
7. Setting up Sales Tax
