Posts by Admin

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…..

Read more

qboshortcuts

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…..

Read more

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…..

Read more

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…..

Read more

NCACPA

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…..

Read more

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…..

Read more

Resources for Accounting Pro’s

Admin | February 27, 2018

QuickBooks Cheat sheets and Guides QuickBooks Online vs. Pro/Premier Vs. Enterprise feature matrix QuickBooks Desktop vs QBO Reports Cheat Sheet QuickBooks Desktop Custom Reports Cheat Sheet QuickBooks Version Questionnaire QuickBooks Desktop Access Permission Options Quickbooks Master Chart of Accounts by…..

Read more

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…..

Read more

SNH 2018 – Resources

Admin | May 20, 2017

MONDAY SESSION: Effectiveness Trumps Efficiency in Relationship Work *NEW* Recorded Live (first 25 minutes) @ SNH 06/18/2018 : How effectiveness Trumps Efficiency Pre-recorded Video: “How Effectiveness Trumps Efficiency in Relationship Work” Introduction Video: “Do customers value our work? (Part 1)” Video: “How…..

Read more

XL Power Hour – Tips and tricks for Excel power users

Admin | February 3, 2017

Register for free live webinars: https://attendee.gotowebinar.com/register/8326643718522120194?source=xlpowerhour.com   Watch Archive: https://www.youtube.com/watch?v=SShrwez_yVk     Contact Hector: hector@xlpowerhour.com

Read more