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Online v. Desktop

Admin | May 6, 2022

First, check our my detailed Spreadsheet with over 200 features compared across all versions of QuickBooks: https://docs.google.com/spreadsheets/d/1qH3PTdaYB4eIdfYDeVjzJ3iAalOt5dCV_5QUAqQhIZ8/edit Second, If you are going to purchase QuickBooks Online, use my link to get 30% off:https://quickbooks.intuit.com/irp/?cid=irp-4337#pricing But, if you are planning to purchase…..

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“The Future of QuickBooks” by Hector Garcia

Admin | February 3, 2022

Interview with Blake Oliver CPA about the direction of QuickBooks for small business and mid-market. Get CPE for listening to podcasts! www.EarmarkCPE.com

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My QuickBooks Desktop 2023 and Beyond WISHLIST

Admin | January 27, 2022

Last updated 01/27/2022 New Features added from my wishlist in latest version (2022)… Thank you Intuit! Bank Feeds: Improve the overall look and feel and make it more stable when sorting and filtering by dates Bank Feeds: Ability to search within rules or…..

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Specialization Masterclass for Accountants

Admin | September 30, 2021

This is an audio-only version of a class I teach on about choosing your target/niche market (Vertical and Horizontal), drafting your unique positioning statement, and examples of what advisory looks like for specific industries such as Construction or Retail

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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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The REAL pros/cons of QuickBooks Online

Admin | September 12, 2021

My QuickBooks Online Wishlist: https://bit.ly/qbowishlist Hannah’s (CLARA CFO) YouTube video: https://youtu.be/Y3YB5g75W_o

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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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From Bookkeeper to CPA to YouTuber.. my 12 year journey

Admin | September 25, 2020

If you are interested in learning my journey from the inception of my bookkeeping business in 2008 to getting my CPA license in 2014 and starting my YouTube Channel in 2015, this is an interview I had with Relay Bank

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Value Pricing vs. Subscription Model in Accounting w/ Ed Kless and Ron Baker

Admin | August 8, 2020

Value Pricing vs. Subscription Model in Accounting w/ Ed Kless and Ron Baker www.thesoulofenterprise.com

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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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