Video Tips Category

‘Tis the season for nonprofit donations: Importing QuickBooks Transactions with Transaction Pro Importer

December 8, 2012 | Filed Under Accounting Best Practices, FC Reviews Money Management Technology, QuickBooks How-to, Video Tips | 0 COMMENTS

As we near 12/31, many of the nonprofit clients we support see a dramatic spike in donations. (Of course, that’s because taxpayers want to get in deductible contributions before year-end.) We recommend Transaction Pro Importer as a key productivity tool to integrate donation detail with your accounting software. This tool … read more »

Examine Your Tax Return (before you e-file or mail it!)

March 10, 2012 | Filed Under Accounting Best Practices, Organize Your Finances, Video Tips | 0 COMMENTS

It’s that time of year. This past week, I reviewed one of our client’s tax returns and found an error. As I recommend, I did this examination before the client e-filed. I contacted the tax preparer and asked about a missing deductible expense that we had included with the financial … read more »

Always Keep Your Eye on Profit

July 16, 2011 | Filed Under Grow Your Profit, Video Tips | 0 COMMENTS

woman drawing a profit line

Progress is good; progress with profit is better. Always keep your eye on sales and profit.

Check out our YouTube video – Always Keep Your Eye on Profit

A business client of mine recently lost a major account. His current financial outlook is bleak. Profit will plunge quickly due to … read more »

Review Your Bank Statement Monthly

February 16, 2011 | Filed Under Organize Your Finances, Video Tips | 0 COMMENTS

calculator, pen and books
Spend five minutes a month and increase your peace of mind.

Check out our YouTube video – Review your Bank Statement Monthly

Want to feel less financial stress? Protect your assets. Business owners who check their bank accounts regularly are more at ease. Simply follow the outline of your bank … read more »