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Instructor
John Higgins
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Instructor
Meet John, the visionary behind Higgins Advisory, LLC., specializing in guiding CPAs and CFOs through digital transformation. Blending strategic advice, education, and coaching, John aims to not just navigate, but master today's digital landscape.
OneNote is one of the most practical software tools to come out of Microsoft in a long time. OneNote offers a wide variety of features to record, organize and manage notes of all types. Because it is directly integrated with Outlook and the other Office applications it serves as a central hub for managing all of your activities and communications: to do list, appointments, email follow-up, etc. This course will teach you how to leverage the power of OneNote, with an emphasis on using it as a practice management tool. We will show how to use it as a supplement to the AICPA’s MAP (Management of an Accounting Practice) handbook.
Upon completion of this webcast, you will:
– Be familiar with all of the functionality that OneNote has to offer
– Learn tips and tricks for managing all of your notes
– Understand how you can use OneNote in conjunction with the MAP Handbook to help your manage all of your administrative
The topics that will be covered in this webcast include:
– Overview of the OneNote interface and features set
– Establishing a strategy for organizing your notebooks and notes
– Linking OneNote to email messages, appointments and calendars
– Accessing Excel, Word, PDF and other file types from OneNote
– Linking OneNote to do items to Outlook Task Manager
– Linking to content in the MAP Handbook
– Sharing Notebooks internally and externally
– Accessing OneNote from your smartphone and tablet
Anyone who wants to establish an organized system for managing notes