{"id":107551,"date":"2023-02-14t11:58:18","date_gmt":"2023-02-14t16:58:18","guid":{"rendered":"\/\/www.g005e.com\/?p=107551"},"modified":"2024-08-07t23:09:45","modified_gmt":"2024-08-08t03:09:45","slug":"how-to-use-onenote-to-create-a-firm-playbook","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/02\/14\/how-to-use-onenote-to-create-a-firm-playbook\/","title":{"rendered":"how to use onenote to create a firm playbook"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/01\/womanlaptopmanmeeting_adobestock_112035619.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-53784\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/01\/womanlaptopmanmeeting_adobestock_112035619-424x283.jpeg\" alt=\"portrait of investment advisor businesswoman sitting at office in front of computer and consulting with young professional man.\" width=\"424\" height=\"283\" \/><\/a>client-specific information that should be included.<\/strong><\/p>\n<p><i>by penny breslin<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/its-not-just-the-numbers-by-penny-breslin-and-damien-greathead-pb22its\/\"><i>it\u2019s not just the numbers<\/i><\/a><\/p>\n<p>we use onenote to create a firm playbook for each client we work with. this program allows you to record voice and video and save it to a page or implant videos directly into the relevant onenote page.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/02\/07\/how-to-develop-internal-procedures\/\">how to develop internal procedures<\/a> | <a href=\"\/\/www.g005e.com\/2023\/01\/31\/why-federated-search-matters\/\">why federated search matters<\/a> | <a href=\"\/\/www.g005e.com\/2023\/01\/10\/tips-for-getting-clients-started-on-bos\/\">tips for getting clients started on bos<\/a> | <a href=\"\/\/www.g005e.com\/2022\/12\/21\/find-the-best-tech-for-your-team-and-clients\/\">the best tech for your team and clients<\/a> | <a href=\"\/\/www.g005e.com\/2022\/11\/22\/marketing-know-your-goals-first\/\">marketing? know your goals first<\/a> | <a href=\"\/\/www.g005e.com\/2022\/10\/05\/how-an-assistant-can-pay-off\/\">eight things to stop doing now<\/a> | <a href=\"\/\/www.g005e.com\/2022\/08\/17\/you-dont-have-to-do-everything\/\">you don\u2019t have to do everything<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/02\/14\/how-to-use-onenote-to-create-a-firm-playbook\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>we get lots of zoom recordings on procedures from firms. in our world, the onenote template has a specific page for all videos as a subpage for each client. this onenote book resides on the shared server so that all the team members can access it at any time to verify, review or update procedures.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/02\/14\/how-to-use-onenote-to-create-a-firm-playbook\/#more-107551\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f02%2f14%2fhow-to-use-onenote-to-create-a-firm-playbook%2f&amp;t=how+to+use+onenote+to+create+a+firm+playbook'  ><img  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href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2023%2f02%2f14%2fhow-to-use-onenote-to-create-a-firm-playbook%2f&amp;title=how+to+use+onenote+to+create+a+firm+playbook&amp;summary=client-specific+information+that+should+be+included.%0d%0a%0d%0aby+penny+breslin%0d%0ait%e2%80%99s+not+just+the+numbers%0d%0a%0d%0awe+use+onenote+to+create+a+firm+playbook+for+each+client+we+work+with.+this+program+allows+you+to+record+voice+and+video+and+save+it+to+a+page+or+implant+videos+directly+into+the+relevant+onenote+page.%0d%0amore%3a+how+to'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2023%2f02%2f14%2fhow-to-use-onenote-to-create-a-firm-playbook%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20how%20to%20use%20onenote%20to%20create%20a%20firm%20playbook&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2023\/02\/14\/how-to-use-onenote-to-create-a-firm-playbook\/\" title=\"email this: how to use onenote to create a firm playbook \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/01\/womanlaptopmanmeeting_adobestock_112035619.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-53784\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/01\/womanlaptopmanmeeting_adobestock_112035619-424x283.jpeg\" alt=\"portrait of investment advisor businesswoman sitting at office in front of computer and consulting with young professional man.\" width=\"424\" height=\"283\" \/><\/a>client-specific information that should be included.<\/strong><\/p>\n<p><i>by penny breslin<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/its-not-just-the-numbers-by-penny-breslin-and-damien-greathead-pb22its\/\"><i>it\u2019s not just the numbers<\/i><\/a><\/p>\n<p>we use onenote to create a firm playbook for each client we work with. this program allows you to record voice and video and save it to a page or implant videos directly into the relevant onenote page.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/02\/07\/how-to-develop-internal-procedures\/\">how to develop internal procedures<\/a> | <a href=\"\/\/www.g005e.com\/2023\/01\/31\/why-federated-search-matters\/\">why federated search matters<\/a> | <a href=\"\/\/www.g005e.com\/2023\/01\/10\/tips-for-getting-clients-started-on-bos\/\">tips for getting clients started on bos<\/a> | <a href=\"\/\/www.g005e.com\/2022\/12\/21\/find-the-best-tech-for-your-team-and-clients\/\">the best tech for your team and clients<\/a> | <a href=\"\/\/www.g005e.com\/2022\/11\/22\/marketing-know-your-goals-first\/\">marketing? know your goals first<\/a> | <a href=\"\/\/www.g005e.com\/2022\/10\/05\/how-an-assistant-can-pay-off\/\">eight things to stop doing now<\/a> | <a href=\"\/\/www.g005e.com\/2022\/08\/17\/you-dont-have-to-do-everything\/\">you don\u2019t have to do everything<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/02\/14\/how-to-use-onenote-to-create-a-firm-playbook\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>we get lots of zoom recordings on procedures from firms. in our world, the onenote template has a specific page for all videos as a subpage for each client. this onenote book resides on the shared server so that all the team members can access it at any time to verify, review or update procedures.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/02\/14\/how-to-use-onenote-to-create-a-firm-playbook\/#more-107551\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f02%2f14%2fhow-to-use-onenote-to-create-a-firm-playbook%2f&amp;t=how+to+use+onenote+to+create+a+firm+playbook'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2023%2f02%2f14%2fhow-to-use-onenote-to-create-a-firm-playbook%2f&amp;title=how+to+use+onenote+to+create+a+firm+playbook&amp;summary=client-specific+information+that+should+be+included.%0d%0a%0d%0aby+penny+breslin%0d%0ait%e2%80%99s+not+just+the+numbers%0d%0a%0d%0awe+use+onenote+to+create+a+firm+playbook+for+each+client+we+work+with.+this+program+allows+you+to+record+voice+and+video+and+save+it+to+a+page+or+implant+videos+directly+into+the+relevant+onenote+page.%0d%0amore%3a+how+to'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span 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href=\"mailto:?subject=cpa%20trendlines%20:%20how%20to%20use%20onenote%20to%20create%20a%20firm%20playbook&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2023\/02\/14\/how-to-use-onenote-to-create-a-firm-playbook\/\" title=\"email this: how to use onenote to create a firm playbook \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":4581,"featured_media":98562,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1908,3120,3002],"tags":[],"class_list":["post-107551","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-management","category-pro-member-exclusive","category-special","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>how to use onenote to create a firm playbook - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2023\/02\/14\/how-to-use-onenote-to-create-a-firm-playbook\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"how to use onenote to create a firm playbook - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2023\/02\/14\/how-to-use-onenote-to-create-a-firm-playbook\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" 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