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…..
Read moreFor 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 moreqboshortcuts
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 more1-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 moreQuestions 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 moreNCACPA
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 moreVideo 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 moreResources 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 moreQBC2018 – 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 moreSNH 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…..
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