bookkeeping

 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…

 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…

CapForge knows a thing or two about taxes and so does Matt. In this video, he explains why some tax advice should be left on the internet and not taken too seriously. There are tons of people out on social media giving business advice. Some of it is good advice, but most of it isn’t…

Today’s blog is going to be short and sweet. I often talk about your goals and how you should set them, review them, measure them, and so on. Today I am going to tell you one of my goals – but it’s about helping you! In a business, there is really only one number that…

Profit first, it might sound great but it’s often done incorrectly. In this video, Matt shares his honest opinion about the idea. As someone who understands accounting and bookkeeping, he knows a thing or two about what really helps business owners. There are tons of people out on social media giving business advice. Some of…

Value and price are two very fundamental but very important concepts in business and not something I think a lot of business owners think about too much. When I ask clients about how they came up with their pricing the answer very often is along the lines of “that’s about what other people were asking”…

  They say that knowledge is power, but in the world of taxes, it’s more like knowledge is money!  Take it from us. As professional accountants, we’ve seen small business owners lose out on thousands of dollars in tax breaks because they didn’t know they could deduct certain expenses. We don’t want to see that…

  Did you know your bookkeeper can be one of your greatest assets when it comes to growing your business?  And yet, so many business owners underutilize their bookkeeper because they view bookkeeping as a means to filing taxes. But it’s time to change that perception once and for all, because as we’re about to…