Small business tax savings opportunties
We hosted a lunch and learn with our team discussing some strategies people use to save money on taxes. Se the video and slides below… Read More »Small business tax savings opportunties
Bookkeeping
Podcast on Bookkeeping, Budgeting and Profitability
I had the pleasure of being on the Rialto Marketing Podcast with Tim Fitzpatrick. We covered some great topics including – How can people be… Read More »Podcast on Bookkeeping, Budgeting and Profitability
How to classify transactions for bookkeeping
For most CEOs one thing they struggle with for bookkeeping is how to classify transactions – should it be an office expense, cost of goods… Read More »How to classify transactions for bookkeeping
Employee Retention Credit (ERC) Overview
Now that PPP2 has come and gone for the most part we are seeing more questions for help on the Employee Retention Credit (ERC) to… Read More »Employee Retention Credit (ERC) Overview
Automate Hourly Invoicing using Quickbooks Time
Invoicing for hourly time across staff and clients is very time consuming. We used to use Google Sheets and manually combine multiple staffs tabs into… Read More »Automate Hourly Invoicing using Quickbooks Time
Automate QBO Bookkeeping with Rules
I am super big on automating anything that can be automated to make bookkeeping and life in general more efficient and easier. In this video… Read More »Automate QBO Bookkeeping with Rules
Automate AR Reminders in QBO
One way to improve your bookkeeping is to automate as many tasks as possible. One task that everyone hates is AR follow up. AR is… Read More »Automate AR Reminders in QBO
Finance Pals Services – Bookkeeping, Tax and CFO
Finance Pals provides bookkeeping, tax and CFO services to startups and small businesses. Here is a video describing the bookkeeping, tax and CFO problems we… Read More »Finance Pals Services – Bookkeeping, Tax and CFO
What can a CPA firm do for you?
Paul Heffner, CEO of Financial Pals, discusses what CPA firm services are and how they can be beneficial to personal and business financial health. Although… Read More »What can a CPA firm do for you?
What are bookkeeping services?
Bookkeeping is a very general term and has many different definitions kind of like a handyman. Some handyman can repair everything from HVAC to plumbing… Read More »What are bookkeeping services?