WorkflowMax Project Management Online Course

🎉 Welcome to the Ultimate Project Management Mastery with WorkflowMax! 🌟

Hey there, future project management gurus! I'm Maria, your dedicated course instructor and a seasoned professional in the world of finance and accounting. With a wealth of experience under my belt—spanning over 10 years as an ACCA-qualified accountant in London and my current role as a Tax Specialist for an international British-Swiss commodity trading company—I'm here to guide you through the ins and outs of WorkflowMax, Xero, QuickBooks Online, and Sage One. 📊✨

Why Study WorkflowMax?
🚀 WorkflowMax is your all-in-one solution for project management, and when paired with Xero or QuickBooks, it becomes a game-changer for efficiency and productivity. This course will show you how to run your entire job process from quoting to reporting, all within the cloud!

🌐 With WorkflowMax, you'll gain a greater visibility over your projects, team, and finances. Whether you're looking to secure a new position in bookkeeping or aspire to launch your own business, this course is designed to help you achieve your goals at your own pace, with zero extra stress.

Online Learning Advantages
📚 Studying online allows you the flexibility to learn from anywhere, at any time. This course is tailored for both beginners and advanced users, providing a comprehensive update on the latest WorkflowMax features and best practices. By completing this course, you'll emerge confident in managing projects with WorkflowMax.

Course Chapters:
Here's a sneak peek into what you'll learn:

• Navigation & Elements: Get acquainted with the WorkflowMax interface and where everything is located.
• General Settings: Understand each section of the settings and their implications.
• Contacts: Learn how to add and manage different types of contacts effectively.
• Team Setup: Discover how to set up your team, allocate rates, and control user access.
• Job Categories & Settings: Master job management with custom settings, job statuses, and handy templates for recurring projects.
• Lead Management: Convert leads into profitable jobs seamlessly.
• Custom Fields & Additional Features: Explore advanced features to tailor the software to your needs.
• Integration with Xero: Learn how to integrate WorkflowMax with Xero for a streamlined financial management process.
• Creating Quotes and Estimates: Master the art of crafting quotes from scratch, plus when and how to create estimates.

About WorkflowMax:
WorkflowMax is a robust cloud-based project management solution designed for businesses in creative, professional services, and construction industries. It offers a plethora of features to help you manage your projects effectively, enhance productivity, and boost profitability. Plus, it can be seamlessly integrated with Xero for a comprehensive financial oversight.

My Credentials & Expertise:

• Xero Advisor and Partner: I'm officially recognized by Xero for my expertise.
• QuickBooks Advisor: I'm equipped to guide you through QuickBooks Online.
• ACCA Member (UK): My qualification speaks to my commitment to accounting excellence.
• ACCA Ambassador (2022): I've been recognized by ACCA for my contributions and influence in the field.
• Masters in Finance & Accounting: From the University of Westminster, UK.
• Masters in Business Administration: Awarded by the University of Lincoln, UK.

I'm not just a teacher; I'm a practitioner with real-world experience. And I'm here to share it all with you through my YouTube channel, LearnbookeepingUK, where I post weekly videos on Xero and QuickBooks troubleshooting and advice.

So, are you ready to transform your project management skills and take control of your workflow? Join me in this comprehensive journey with WorkflowMax! Have questions? Feel free to reach out, and let's embark on this learning adventure together. 🚀💼📈