AI for fun and work
This was from a lunch and learn where we discussed the following – Business and Personal uses of AI with some examples creating images, poems, and employee handbooks. Hot topics like Sora and the risks… AI for fun and work
Finance for Prelaunch Companies
This is a presentation on Finance setup I gave for Launch Academy, a group of prelaunch companies going through a bootcamp to launch. The main topics covered are – How to setup accounting for your… Finance for Prelaunch Companies
Small business tax savings opportunties
We hosted a lunch and learn with our team discussing some strategies people use to save money on taxes. Se the video and slides below and let us know if you have any questions or… Small business tax savings opportunties
Podcast on Bookkeeping, Budgeting and Profitability
I had the pleasure of being on the Rialto Marketing Podcast with Tim Fitzpatrick. We covered some great topics including – How can people be more efficient with bookkeeping? What do people get wrong when… Podcast on Bookkeeping, Budgeting and Profitability
How to classify transactions for bookkeeping
For most CEOs one thing they struggle with for bookkeeping is how to classify transactions – should it be an office expense, cost of goods sold, or ask my accountant? Luckily there are some guidelines… How to classify transactions for bookkeeping
Employee Retention Credit (ERC) Overview
Now that PPP2 has come and gone for the most part we are seeing more questions for help on the Employee Retention Credit (ERC) to see if they are eligible and how to apply. We… Employee Retention Credit (ERC) Overview
Automate Hourly Invoicing using Quickbooks Time
Invoicing for hourly time across staff and clients is very time consuming. We used to use Google Sheets and manually combine multiple staffs tabs into a master tab and filter it so that we could… Automate Hourly Invoicing using Quickbooks Time
Automate QBO Bookkeeping with Rules
I am super big on automating anything that can be automated to make bookkeeping and life in general more efficient and easier. In this video I show you how automate QBO Bookkeeping with Rules so… Automate QBO Bookkeeping with Rules
Automate AR Reminders in QBO
One way to improve your bookkeeping is to automate as many tasks as possible. One task that everyone hates is AR follow up. AR is accounts receivable, which is the invoices that your company has… Automate AR Reminders in QBO
Finance Pals Services – Bookkeeping, Tax and CFO
Finance Pals provides bookkeeping, tax and CFO services to startups and small businesses. Here is a video describing the bookkeeping, tax and CFO problems we solve and the types of clients we help and when… Finance Pals Services – Bookkeeping, Tax and CFO