Accounting Tips and Tricks

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As we work with a variety of software packages, including an ever growing SaaS (Software as a Service) stack, we learn of features that can help people work more efficiently. We like to share clever accounting tricks that we have learned along the way. We also share accounting tips that can help you save money.

Over the years, we have learned so many neat accounting tricks from people that publish on Youtube, we thought it was important to share some of our own accounting tips on our Youtube Channel. We also maintain an archive of educational videos, with information necessary to help you make good financial decisions in life and your business. One of our most popular Youtube Playlists was Tax Form Howtos, where we show you how to fill out common IRS forms.

With decades of Quickbooks experience, both desktop versions and online versions, we are always learning time saving techniques to get information into our systems faster with less cumbersome work. Whether looking at keyboard shortcuts or simply navigating the menu better, there are ways to use your tools faster to accomplish your goals.

We share our material over to Youtube, and we include our new content in our Newsletter. If you have questions about a tax form, or looking for advise on something, you can always email us, reach out to us on Twitter or Messenger, and we will add it to the list of future videos to create. Tell us which of these videos is your favorite by giving it a thumbs up on Youtube and letting us know in the comments.

Accounts Receivable – Video

By |2022-12-16T13:35:10-05:00October 20th, 2021|Categories: Quickies with Bette|Tags: , , , , |

Hi, I'm Bette Hochberger, CPA, CGMA, and today we're going to do a little bit of a laser focus on a helpful report in QuickBooks called the accounts receivable aging report. So watch the video below to see a walk-through. we're going to look at an "accounts receivable aging report."

Unpopular Opinion – Tax Refunds

By |2022-12-16T13:43:24-05:00September 2nd, 2021|Categories: Quickies with Bette|Tags: , , , , , |

Hi, Bette Hochberger or CPA, CGMA. And on today's Business Quickie, I'm going to tell you about an unpopular opinion that I have. So I know a lot of people really love getting tax refunds. There are all kinds of ads that say, "how to spend your refund, refund, refund, refund." People can't wait to get that refund check, but here's the big butt, why do I not like it? It's your money. You're not getting free money from the government. You're getting your own money back to you. So my unpopular opinion is don't create these huge tax refunds and don't think your CPA is amazing just because they get you a big tax refund.

Bad Luck or Bad Financial Planning?

By |2021-08-12T16:58:10-04:00August 12th, 2021|Categories: Other Perspectives|Tags: , , , , , |

Tomorrow is Friday the 13th, and considering the holiday's superstitious history, I wanted to share some tips from Twitter about avoiding bad luck with finances and taxes. This article is a different kind of Social Media Round-up, but I decided that there is no better day than Friday the 13th to try something new because if it flops, I will blame it on bad luck. I find this mindset funny because I think much of "bad luck" is actually just bad planning, and I hope this Twitter commentary can help us all avoid the pitfalls of poor finances and poor tax planning. Let's get started. 

Back-to-School Sales Tax Holiday Video

By |2021-07-27T20:28:02-04:00July 27th, 2021|Categories: #TaxTipTuesday|Tags: , , , , |

Hi, I'm Bette Hochberger, CPA, CGMA, and on today's Tax Tip Tuesday, we're going to talk about the upcoming back-to-school sales tax holiday. This is a very cool thing we do in Florida. It's been going on for; I don't even know how long. It's been going on for years, but basically, what's going to happen is there are many things that you can buy that are going to be sales tax exempt for going back to school.

Meals, Entertainment, & Tax-Deductions

By |2022-12-16T13:48:31-05:00July 7th, 2021|Categories: Quickies with Bette|Tags: , , , , , , , , |

Hey, guys, happy Wednesday. We're going to hop on with a little business quickie about meals and entertainment because this is a tricky area for a lot of business owners. I know everyone wants to write off every meal possible that they ever have as a business expense and, unfortunately, can't always do that.

Retirement Planning – Seth Bassoff

By |2021-05-14T11:57:21-04:00May 14th, 2021|Categories: #FinanceFriday|Tags: , , , , , , |

Retirement planning can seem boring, but when you have our #FinanceFriday guest Seth Bassoff CEPA®, APMA®, CRPS®, CRPC®, RFC® on your side, you can do some very cool things. Come check us out on this #FinanceFriday video.

What You Should Know Before You Move To Florida.

By |2021-10-21T15:44:30-04:00February 4th, 2021|Categories: Quickies with Bette|Tags: , , , , , |

Did you move to Florida during the pandemic? Well, we see you and want to prepare you with some tips and tricks in regards to documenting your move so you can avoid those pesky state taxes.

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