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About Steve Chase

Steve Chase grew up in Dayton, OH but now calls San Antonio, TX home along with his entrepreneur wife, Erin, and their 4 sons. Steve founded Sequentia Solutions in 2017 to help small business owners grow their business with practical and effective solutions. Steve's #1 Clifton StrengthsFinder skill is Learner which comes in handy while he teaches others how to best use various business software applications like QuickBooks Online and Excel. Steve is an active volunteer leader with the Boy Scouts and treasures the lessons he learned while participating in Scouts as a youth on his path to Eagle. Steve enjoys drinking coffee, a good book, visiting art museums, and doing math problems using a brand new sharpened #2 pencils.
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How to use a Vlookup to find approximate numbers in a net promoter score range

This video will teach you how to use a Vlookup formula in Excel when you do not want the range lookup to be false. Normally you want false on the last argument of the vlookup because you are trying to find an exact match. When you are looking for numbers within a sorted range lowest to highest. I explain how to segment your customers in the net promoter score which assigns numbers between 0 and 10. 9 and 10 is a promoter. 7 and 8 are Passive. 0 to 6 are detractors. Find out more about net promoter scores here.

By |2018-06-07T23:48:50-05:00November 29th, 2017|Excel|0 Comments
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My OntraPort Certified Consultant Course Week in Santa Barbara was Amazing

So there I was smoking a Dominican Republic cigar in my backyard on May 19th, 2017. It was a Friday night and I had my backyard to myself under a moonlit sky and I was happy to declare it "me time." This was my time to celebrate taking "the leap" after resigning from working in my old 9 to 5, 401K world. I left on good terms with my employer and was now truly free to start my own business. For the first time, I had my eyes wide open to the realities of getting as close as possible to my customers in helping them solve their problems. I was determined that night that if [...]

By |2018-06-07T23:26:40-05:00November 22nd, 2017|OntraPort|0 Comments
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QuickBooks Online Keyboard Shortcuts For MAC and PC users

Download my pdf for QuickBooks Online Shortcuts for Mac and PC users QuickBooks Online Shortcuts PC (CONTROL + ALT + KEY below) MAC (CONTROL + OPTION + KEY below) To perform action while on regular pages SHORTCUT KEY ACTION i Invoice w Check e Estimate x Expense r Receive Payment c Customers v Vendors a Chart of Accounts l Lists h Help f Search Transactions TO PERFORM ACTION WHLE WORKING ON TRANSACTION FORMS x Exit transaction view c Cancel out s Save and New d Save and Close m Save and Send p Print   Shortcuts for dates while curser is in a date field (only need to type the letter) TODAY T for Today [...]

By |2018-06-07T23:49:59-05:00September 29th, 2017|QuickBooks Online|2 Comments
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How to sign a Word document with your signature

Imagine you need to add your signature to a Word document. Did you know you can have your signature block on on file so that it can be reused with Word’s QuickPart’s gallery. How much more productive could you be if you could avoid the print, sign, scan back to computer a Word document. Instead with just a click of a button your John Hancock will be ready to go.   You can use a program like Paint to pen your signature. Paint is free and comes with the Windows operating system. Select a brush and etch it out with your mouse. Select the image and copy it to Word. Click Image–>Select and drag a [...]

By |2018-06-07T23:50:22-05:00September 26th, 2017|Productivity Hacks|0 Comments
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Monthly Income and Expense Budget Template

Are you new to budgeting? First start off by writing down your short and long term goals that you want to accomplish in your life. Second, write down your non-compromising values. Your budget should flow from your values and goals. Download my free monthly income and expense spreadsheet. Download my Income and Expense Monthly Tracker.

By |2019-04-27T09:59:24-05:00September 25th, 2017|Excel, QuickBooks Online|0 Comments
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