accounting

 Welcome to our QuickBooks tutorial! Today, we’ll walk you through how to apply, edit, and delete credit memos in QuickBooks Online. Whether you’re new to QuickBooks or just need a refresher, this guide will help you manage customer credits efficiently. Credit memos are essential for adjusting customer balances, whether due to returns, overpayments, or billing…

Are you really 15 times more likely to be audited if you’re operating as an LLC? In this video, Matt explains why the audit threat might not be as scary as it sounds, and how switching to an S-Corp could benefit your tax situation. Don’t fall for scare tactics—Matt gives you the facts you need…

Whether you’re setting up customers for the first time or cleaning up your list in QuickBooks Online, this video has you covered. Today, we’ll show you how to add, import, and delete customers — step-by-step — so your records stay organized and up to date. Let’s get started! In this video, we’ll walk through: How…

 Managing your business finances just got a whole lot easier with QuickBooks Online. In this video, we’re walking you through how to download, review, and categorize your bank and credit card transactions step-by-step—whether you’re just getting started or looking to clean up your bookkeeping workflow. Here’s what we’ll cover: Downloading your latest transactions Reviewing and…

In this QuickBooks Online tutorial, we’ll guide you through the process of creating and tracking invoices with ease. Whether you’re new to QuickBooks or just need a refresher, this video will help you understand how to generate professional invoices, send them to clients, and track payments. By the end of this tutorial, you’ll be able…

In this video, this entrepreneur says she has 5 bank accounts which is what has helped her grow her business. If you know Matt and have watched some of our other videos, you’ll know this isn’t something he recommends. Watch to see what Matt believes is better than the profit first method. There are tons…

  As a small business owner, you have a lot on your plate. Not only are you the CEO, you’re also the head of marketing, finance, sales, customer service, and human resources. With so many responsibilities to juggle, it’s easy to let bookkeeping fall to the wayside.  And that’s understandable—to an extent. After all, there…

Having worked with numerous business owners in various industries across the globe, we can tell you exactly why every company is looking for professional bookkeeping services.  Simply put: because doing your own bookkeeping is a pain in the you-know-what. And there’s scientific evidence to prove it! A TD Bank survey of more than 500 small…

  If we offered you $500 for reading this article, you would read it, yes? Well then you better read it, because while we’re not offering to pay you directly for your time, we are promising that the information contained within this article will save you hundreds (if not thousands!) of dollars.  All you have…