This is the personal/professional homepage of the Accountant, QuickBooks ProAdvisor, and YouTuber Hector Garcia, CPA.  You will find information about him, his projects, videos/content created by him, and Accounting/Advisory services he and his team offers.

Upcoming QuickBooks Online Reports “Masterclass” (11/11/21)

Admin | September 22, 2021

I have a 2.5 hour deep dive course I am doing with Alicia Katz on 11/11/21 which will be delivered live using the Royawise platform. Its $150 and guaranteed to be the best reports class you have ever taken, sing…..

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Bookkeeping certifications

Admin | July 22, 2021

Because there is are national or state entities regulating the bookkeeping profession, there are several private entities out there that offer some sort of “Bookkeeper Certificate” program. There are several out there, and I will give you the short list…..

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For New Clients…

Admin | July 2, 2020

This is an open letter to all the potential clients that express interest to hire me or my firm for accounting and related work. I get several emails a week with start with: “I think I need to hire a CPA”; usually…..

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Admin | December 19, 2019

Bookmarks Bookmarks Bookmarks Bar QBO SHORTCUTS Amount Search QuickBooks Home Page Customers and Sales Sales Receipt Invoice Receive Payment Estimate Customer Statements Credit Memo All Sales Refund Receipt Income Overview Sales Center Invoice Center Customers Projects Add customer Delayed Charge…..

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1-Page Marketing Plan for Accounting Professionals

Admin | August 16, 2019

I am working on a new course/webinar called “1-Page Marketing Plan for Accounting Professionals” partly inspired on the book: 1 Page Marketing Plan by Allen Dib But adapted to the accounting/bookkeeping industry, some of the topics being considered are the…..

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Questions that trigger Advisory Conversations

Admin | December 28, 2018

When having a value conversation, there are two types of questions an accountant/advisory can ask: 1) Questions to uncover the potential value of the engagement based on what the customer wants you to solve for them? and 2) Questions that…..

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Admin | November 14, 2018

2019 Top 10 QuickBooks Online Tips and Shortcuts Live Recording of Session @ Greensboro 11/19/19:https://youtu.be/fJsZP-5aKAY Download Slides:https://hectorgarcia.com/wp-content/uploads/2019/11/QBO-top-10-tips-and-tricks-2019.pdf Comparing QuickBooks Desktop vs. Online:http://bit.ly/compareQB Questionnaire to recommend QuickBooks:https://quickbooks-training.net/choose-the-right-version-of-quickbooks/ Which version of QuickBooks is right for your client?https://www.youtube.com/watch?v=k-MbactsSz8 QuickBooks Desktop Reporting Tips and…..

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Video Marketing for Accountants

Admin | June 28, 2018

QBPOWERHOUR Recording¬†” Video Marketing Strategies for Accountants” HANDOUT: Planning your Videos CHEAT SHEET Video editing with Camtasia & Screenflow How to create a Slide Presentation¬†Video with Camtasia How to create a Software Demo Video with Camtasia Camtasia Video Editing Tutorial…..

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Resources for Accounting Pro’s

Admin | February 27, 2018

QuickBooks Cheat sheets and Guides QuickBooks Online vs. Pro/Premier Vs. Enterprise feature matrix (updated 2021) QBO Reports by Version with LINKS (updated 2021) QBO vs. Desktop: Bank Feeds, Manual Register Entry, and Reconciliations (updated 2021) QBO Custom Reports Filter/Grouping Cheat…..

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QBC2018 – Additional Attendee Resources

Admin | September 27, 2017

Recommended Resources for QuickBooks 2018 Attendees: Promo/Intro Video for QBCONNECT 2018 Attendee Recording of the Class on 11/05/18 at San Jose,CA #QBConnect Slides from 2018 QBC Course All My Video Marekting Videos (Private Playlist) HANDOUT: Planning your Videos CHEAT SHEET…..

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