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Bookkeeper Course
Module 1: Welcome to Admin Happy
Introduction
About Admin Happy
Our Mission, Vision and Values
Module 2: The Foundations
Foundations Overview: How we work
Cloud Directory & File Management
Client Profiles
Client Communication Systems
EA Collab Portal
Module 3: Xero Practice Management (XPM)
All About XPM
The Process and Insights
How we use it at Admin Happy
Module 4: Workspace (ClickUp)
All About ClickUp
The Process and Insights
How we use it at Admin Happy
Module 5: The AUTD (Always Up To Date) System
What: Always Up To Date (AUTD)
Why: Always Up To Date (AUTD)
How: Always Up To Date (AUTD)
AUTD Guidelines: WE DON'T GUESS, WE DON'T DO MESS, WE DON'T DO STRESS
Other Guiding Principles of AUTD
AUTD Steps and Process
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