How I used Evernote this week to impress my accountant

Without Evernote, I absolutely would have needed an extra meeting with my accountant.  We met last week and I referred to notes in Evernote numerous times: notes from my bookkeeper, saved reports, contract from purchasing my car, 2014’s tax return, and more.  Had I not been able to pull up each of those within seconds, I would have had to make a list of what he needed, email him documents, and set up a follow-up call or meeting. At one point in response to me explaining a certain system Nic and I have for tracking how we share expenses, he said, “It’s impossible to keep track closely enough to make that system worthwhile.”  I pulled up the note and he was blown away. Throw anything at me! I’ll find it!

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I’m now an Evernote Certified Consultant

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14 consultations in 3 days: What my clients learned