Carrie Augenstein - CFO to Nonprofits’ Post

🎉 Big News: I Did It! 🎉 I'm thrilled to share that I’ve just completed an intensive Data Entry Program packed with tools, techniques, and strategies to help businesses like yours thrive! Over the past weeks, I've mastered: ✅ Tracking Sales, Expenses, and Petty Cash ✅ Invoicing and Payment Management ✅ Recordkeeping for Small Businesses ✅ Creating Tailored Spreadsheets and Templates ✅ Building Budgets, Managing Inventory, and More! This program has equipped me with skills to streamline operations, enhance efficiency, and deliver clear, actionable insights for businesses. I am now fully ready to put this knowledge into practice and help YOU take control of your records and finances. 💼 Let’s Work Together! If you’re a business owner in need of: 📊 Professional recordkeeping 📑 Invoice and payment automation and tracking 📈 Tailored reports and templates 💡 A smarter way to manage your data I’m here to help! Let’s transform your business operations together. 📩 Send me a message today to get started or learn more about my services. Let’s make your data work for you! 07039068980 PORTFOLIO LINK https://bit.ly/41l0WoQ #DataEntry #Recordkeeping #Invoicing #BusinessManagement #SmallBusinessSupport #ExcitedToServe #CelebrateWins 🎉

Are you a small firm and think you can manage it all ? Well, you’re wrong. Take a look at this 👇 The days of pen-and-paper accounting are over. Now, accounting software handles records, CRM systems manage client interactions, inventory software organizes stock, and social media drives marketing. Everything has evolved in today's business landscape—except the way you analyze your data. Sales, marketing, inventory, finance, operations—each is handled with advanced tools, yet data analysis often remains disconnected and outdated. This gap is holding you back. As Peter Drucker famously said, "What gets measured, gets managed." But measurement alone isn't enough. To stay ahead, you need analytics that connects the dots across all your operations. RCOR Intelliger bridges this divide, offering a unified BI & data analytics platform to connect and analyze data from every department in one place. Experience the difference with a free trial of RCOR Intelliger today. Discover what modern analytics can do for your business. ➡️ Over 70% of small businesses using data analytics see improvements in efficiency and profitability. ➡️ Small businesses that ignore analytics often struggle to stay competitive. ➡️ 65% of small businesses that fail within 5 years cite poor data management as a major issue. Don’t judge it before you try it. Contact: https://www.rcor.co/

Unlocking the Power of Excel for Accounting Professionals 📊 Excel is more than just rows and columns—it’s a powerhouse tool that can simplify even the most complex accounting tasks. Whether you're managing payroll, preparing financial statements, or analyzing data, mastering Excel can transform how you work. Here are 5 essential Excel tips every accounting professional should know: 1️⃣ Use Pivot Tables for Quick Analysis Pivot Tables are a game-changer when it comes to summarizing large datasets. You can quickly analyze trends, create summaries, and generate insights with just a few clicks. 2️⃣ Master Conditional Formatting ✨ Highlight critical information like overdue invoices or low inventory levels using conditional formatting. It makes your data visually intuitive and actionable. 3️⃣ Leverage Formulas and Functions 🧮 From basic ones like SUM and AVERAGE to advanced ones like VLOOKUP, INDEX-MATCH, and IFERROR, Excel’s functions can save you hours of manual calculations. 4️⃣ Automate with Macros ♻️ Repetitive tasks? Let Macros handle them! Automating processes like data entry or formatting can drastically improve your efficiency. 5️⃣ Data Validation for Accuracy ✅ Reduce errors by applying data validation rules. This ensures only correct and relevant information is entered into your spreadsheets. 💡 Why It Matters: In my accounting journey, Excel has been an invaluable tool, helping me streamline processes and deliver accurate results. The best part? There’s always something new to learn in Excel, no matter your skill level. 💬 What’s your favorite Excel tip or feature that you can’t live without? Let’s share knowledge—drop your thoughts in the comments or connect with me for more Excel tips! --- #ExcelTips #AccountingTools #MicrosoftExcel #ExcelForBusiness #SpreadsheetSkills #EfficiencyAtWork #FinancialAnalysis #DataManagement #Automation #ProfessionalSkills #AccountingCareer #ContinuousLearning #ExcelMasters #AccountingMadeEasy #FinanceTools

#tuesdaytips #resumetips #myprofessionalsearch 📌 Quantify Your Workload: Highlight the scope and scale of your responsibilities. For example: 👉 "Processed 500+ invoices monthly" or "Managed payroll for 200 employees." 🌟 Focus on Accomplishments: Emphasize your impact with measurable results. Instead of listing tasks, showcase achievements like: 👉 "Streamlined financial reporting, reducing monthly close times by 30%." 💡 Don’t just say what you were responsible for—explain how well you did it! 💻 Detail Your Software Skills: Explain what software you used and how you applied it. For example, using MS Excel: 📊 MS Excel Skills: 🟢 Basic Skills: "Entered and organized client data into Excel spreadsheets daily, ensuring accuracy for over 500 records." 🟡 Intermediate Skills: "Used formulas (e.g., VLOOKUP, SUMIF) to streamline expense tracking, reducing manual calculations by 25%." 🔵 Advanced Skills: "Built dynamic Pivot Tables to analyze sales trends, providing insights that increased revenue by 10%." 🔴 Expert Skills: "Designed automated reports using advanced formulas and macros, saving the finance team 10 hours per week." 💡 Explain Your Value: Show how you earned revenue, saved money, or improved efficiency. For example: 👉 "Implemented a new ERP system that reduced manual errors by 20%, saving $50,000 annually." 🎯 Be Specific and Action-Oriented: Use clear, concise examples to highlight the tangible benefits you bring to an organization. Good luck to all! If you have any questions or would like to discuss your resume, give us a call at 818-698-3244.

WHY RECORD-KEEPING IS A GAME CHANGER FOR SMALL BUSINESSES (AND HOW I CAN HELP!) One of the biggest challenges I’ve noticed in small businesses is poor record-keeping. Yet, this is the backbone of financial success! To bridge this gap, I recently completed a comprehensive training at Data Entry Academy, where I mastered: ✅ 40+ software tools (like Excel, Google Sheets, invoicing, and inventory management tools) ✅ 30+ professional skills(like money management, reconciliation, and bookkeeping) This training has empowered me to help small businesses: 👉 Organize their finances with ease 👉 Track inventory, expenses, and sales seamlessly 👉 Make better business decisions based on accurate data Whether you're running a fashion brand, a retail shop, or a service-based business, I’m here to: ✅ Teach you how to manage your records effectively ✅ Set up systems to save you time and stress ✅ Ensure your business finances are always in order Let’s transform the way you manage your business records! DM me today to learn how I can help you achieve clarity and growth through better record-keeping.

SERVICES I OFFER ↴ I’m Utibe Tom, a Data Entry Specialist with a passion for helping businesses stay organized and efficient. Whether you’re drowning in spreadsheets or need help automating repetitive tasks, I’ve got you covered! Here’s how I can assist: ✨ FINANCIAL TRACKING & EXPENSE MANAGEMENT - Stay on top of your finances effortlessly with my bookkeeping services. ✨ INVENTORY STOCKTAKING - Keep track of stock levels and streamline your supply chain. (Software & In-person) ✨ BUSINESS PROCESS AUTOMATION - Save time and energy with automated solutions tailored to your business. ✨ DATABASE MANAGEMENT - Organize, update, and maintain your data with precision. Let’s work together to transform your business processes and improve efficiency. DM me or click the link in my bio to learn more about how I can support your business! #DataEntry #DatabaseManagement #BusinessAutomation #InventoryStocktaking #Bookkeeping #DataEntrySpecialist #SmallBusinessSupport #DigitalSolutions #EntrepreneurLife #AutomationTools #BusinessGrowth #StreamlineYourBiz

𝐏𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐯𝐢𝐭𝐲 𝐓𝐨𝐨𝐥/𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐓𝐡𝐚𝐭 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭𝐬 𝐋𝐨𝐯𝐞! Accountants play a crucial role in ensuring businesses run smoothly, handling everything from financial reporting to tax compliance. But let’s be real—managing numbers, compliance deadlines, and client relationships can get overwhelming without the right tools. So, what productivity tools or software make an accountant’s life easier? Here are some crowd-favorites: 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬/𝐗𝐞𝐫𝐨 – For seamless bookkeeping and invoicing. 𝐙𝐨𝐡𝐨 𝐁𝐨𝐨𝐤𝐬 – Streamlined accounting with integrations for CRM and inventory. 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭 𝐄𝐱𝐜𝐞𝐥 – The classic powerhouse for custom financial analysis. 𝐇𝐮𝐛𝐝𝐨𝐜/𝐃𝐞𝐱𝐭 – Automate document collection and organize receipts effortlessly. 𝐅𝐫𝐞𝐬𝐡𝐁𝐨𝐨𝐤𝐬 – Perfect for small businesses to track expenses and send invoices. 𝐒𝐥𝐚𝐜𝐤/𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭 𝐓𝐞𝐚𝐦𝐬 – Boost communication and team collaboration. 𝐓𝐫𝐞𝐥𝐥𝐨/𝐀𝐬𝐚𝐧𝐚  – Manage workflows, deadlines, and client tasks like a pro. 𝐓𝐚𝐱𝐉𝐚𝐫  – Simplify sales tax tracking and compliance. 𝐂𝐥𝐨𝐜𝐤𝐢𝐟𝐲– Track billable hours accurately for your clients. 𝐎𝐯𝐞𝐫 𝐭𝐨 𝐲𝐨𝐮! 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭𝐬, 𝐟𝐢𝐧𝐚𝐧𝐜𝐞 𝐩𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥𝐬, 𝐚𝐧𝐝 𝐧𝐮𝐦𝐛𝐞𝐫 𝐜𝐫𝐮𝐧𝐜𝐡𝐞𝐫𝐬—what tools or software do you swear by to stay productive and organized? Drop your favorites in the comments and let’s create the ultimate productivity toolkit together! #Accounting #ProductivityTools #Finance #AccountantsLife #Automation #Efficiency #Conduit #Conduitconsultants #ConduitPlus7

How do you score? As Accountants, there are several ways in which we bring tech in to help our clients - and it’s not just about data entry. Thinking about your finance function, how do you feel at the moment about: Being able to access your financial data anywhere at any time? How much of your work is being automated? Your access to real-time information about your finances? Security of your financial information? Connectedness of your financial information to other software you use? Accuracy and efficiency? If you were a 6/6, we’d love to give you a virtual pat on the back, if not, did you know that as an accountant, we can advise on the best technology and software to support you in all of these areas. Ready to upgrade? Message us with TECH and we’ll have a chat. #Bookkeeping #BusinessTechnology #AccountingSoftware #SmallBusinessGrowth

It’s about all the things! I’ve talked to so many prospects over the years and in my experience, during the evaluation process, firms focus only on the big things. Often times, it’s assumed all the little things one solution might have are things all systems have. Unfortunately, it’s not until after a few months post implementation that users begin to realize they made too many assumptions. Over time, it’s all the little things that start eating away at their patience and make the everyday use of the system… annoying. Examples might be: -Little to no flexibility in terms of automating assignments, workflows, rules, notifications. -No integrations with any other platforms. What?! -No ability to drill into details directly from reports. -No way to set thresholds to ignore data that’s not meaningful or flag data that is. -Workflows look easy but are actually hard. Lots of typing, searching for reports, emailing reports to person A who then sends it to person B who then finally sends it to accounting. -Can’t function on a Mac. What?! -No guardrails in place to stop errors. “Wait, the system knows Patty only has 6 hours of PTO, why was she allowed to record 40?” -Data just sits there. It doesn’t talk to other areas. “Wait, the system knows where we are on the project, why do I have to input the same data again during billing?” -Customizations are hard. Unless you are a programmer. The list goes on and on. It’s all the things that matter, big and little. Please don’t underestimate the cumulative power the little things can have. Software is expensive, implementations take time, staff has to get trained - it can be a lot. Take your time and invest in a company that’s invested in you. What do you wish you would’ve known about the software you purchased before buying?

#tuesdaytips #resumetips #myprofessionalsearch 📌 Quantify Your Workload: Highlight the scope and scale of your responsibilities. For example: 👉 "Processed 500+ invoices monthly" or "Managed payroll for 200 employees." 🌟 Focus on Accomplishments: Emphasize your impact with measurable results. Instead of listing tasks, showcase achievements like: 👉 "Streamlined financial reporting, reducing monthly close times by 30%." 💡 Don’t just say what you were responsible for—explain how well you did it! 💻 Detail Your Software Skills: Explain what software you used and how you applied it. For example, using MS Excel: 📊 MS Excel Skills: 🟢 Basic Skills: "Entered and organized client data into Excel spreadsheets daily, ensuring accuracy for over 500 records." 🟡 Intermediate Skills: "Used formulas (e.g., VLOOKUP, SUMIF) to streamline expense tracking, reducing manual calculations by 25%." 🔵 Advanced Skills: "Built dynamic Pivot Tables to analyze sales trends, providing insights that increased revenue by 10%." 🔴 Expert Skills: "Designed automated reports using advanced formulas and macros, saving the finance team 10 hours per week." 💡 Explain Your Value: Show how you earned revenue, saved money, or improved efficiency. For example: 👉 "Implemented a new ERP system that reduced manual errors by 20%, saving $50,000 annually." 🎯 Be Specific and Action-Oriented: Use clear, concise examples to highlight the tangible benefits you bring to an organization. Good luck to all! If you have any questions or would like to discuss your resume, give us a call at 818-698-3244.