Books AutomatorShopify Plus to NetSuite Integration: The Connector Guide
A high-level overview and implementation guide for integrating Shopify Plus with NetSuite using a pre-built connector (e.g., Celigo) for scalable e-commerce operations.
Expert 60 min
Step-by-Step Bookkeeping Guides
Clear tutorials to help you automate workflows, fix common errors, and close your books faster.
Software Integration
Integrating Clio with QuickBooks Online for Law Firm Accounting
A guide for law firms on connecting Clio practice management software with QuickBooks Online to sync invoices, payments, and trust account transactions accurately.
Advanced 45 min
Square for Restaurants: POS to QuickBooks Integration Guide
A detailed guide on integrating Square for Restaurants POS with QuickBooks Online. Learn to sync daily sales, tips, taxes, and fees for accurate financial reporting and reconciliation.
Intermediate 40 min
Divvy to NetSuite Integration: A Corporate Card Automation Guide
Connect Divvy's (now Bill Spend & Expense) smart corporate cards and expense platform to NetSuite for automated transaction syncing, department mapping, and reconciliation.
Advanced 45 min
Integrating Mailchimp with QuickBooks for Customer List Synchronization
Use a connector or Zapier to automatically add new QuickBooks customers to your Mailchimp audience, helping to streamline marketing efforts and communications.
Basic 20 min
Automating Employee Reimbursements with Expensify and Gusto
Create a seamless workflow where approved employee expense reports from Expensify are automatically added to the next payroll run in Gusto for reimbursement.
Intermediate 30 min
Zoho Books to Xero Migration: The Complete Checklist
A detailed guide for migrating your accounting data from Zoho Books to Xero, including best practices for exporting reports, setting up Xero, and importing opening balances.
Intermediate 50 min
Integrating Lightspeed POS with Xero for Retail Businesses
A complete walkthrough of connecting Lightspeed Retail (X-Series) to Xero, mapping accounts for sales, cost of goods sold, and payment types, and reconciling daily payouts.
Intermediate 45 min
Migrating from Wave to QuickBooks Online: A Step-by-Step Guide
A comprehensive checklist for exporting your data from Wave and importing it into QuickBooks Online, including customers, vendors, chart of accounts, and opening balances.
Intermediate 50 min
Mercury to Xero Integration: The Definitive Guide for Startups
Connect your Mercury bank account to Xero for seamless bank feeds, automated transaction rules, and clean reconciliation of venture debt, treasury, and credit card products.
Intermediate 30 min
HubSpot to QuickBooks Online Integration for Commission Tracking
Automate the sales commission calculation and payment process by integrating HubSpot CRM with QuickBooks Online, ensuring accurate payouts based on deal status and payments.
Advanced 45 min
Integrating Ramp with NetSuite: A Guide to Real-Time Expense Management
Learn how to connect Ramp's corporate card and spend management platform to NetSuite for automated transaction coding, receipt matching, and faster month-end close.
Advanced 50 min
Automating Expense Management: Integrating Expensify with QuickBooks Online for Seamless Reconciliation
Learn to set up and automate expense reporting by integrating Expensify with QuickBooks Online. Streamline receipt capture, approvals, and reconciliation for accurate financial records.
Intermediate 45 min
Brex to Accounting Software Automated Sync Setup
Integrate the Brex corporate card and expense platform directly with your GL to automate transaction coding and receipt capture.
Intermediate 30 min
The Full Guide to QuickBooks Desktop to Online Conversion
A meticulous, step-by-step checklist for converting a QuickBooks Desktop file to QuickBooks Online, minimizing data corruption.
Advanced 60 min
QuickBooks to SalesForce Integration: Best Practices
Guide to seamlessly integrating QuickBooks with Salesforce for unified sales and accounting data (using third-party connector).
Advanced 40 min
Reconciling PayPal and Venmo Payouts in Bulk
Efficiently reconcile large volumes of PayPal and Venmo transactions, separating the fees from the total deposits.
Intermediate 25 min
Square to Accounting Software Integration Checklist
Detailed setup and reconciliation guide for connecting your Square POS data to QuickBooks or Xero, including fees and sales tax.
Intermediate 30 min
Amazon Seller to QuickBooks/Xero Integration Guide
The ultimate guide to mapping Amazon FBA and Seller Central data to your general ledger, reconciling payouts, and tracking inventory COGS.
Advanced 50 min
Streamline E-commerce Accounting: Automating Stripe Transactions in QuickBooks Online
Learn to seamlessly integrate Stripe with QuickBooks Online, automating transaction imports, reconciliation, and revenue reporting for efficient e-commerce financial management.
Intermediate 45 min
Stripe Payouts Reconciliation Guide
Automate Stripe fee splitting, handle disputes, and perfectly match bank deposits in QuickBooks or Xero.
Intermediate 20 min
QuickBooks to Xero Migration Guide
Step-by-step guide to migrate from QuickBooks to Xero, ensuring data integrity and a smooth transition.
Advanced 45 min
QuickBooks ↔ Shopify Setup
Clean syncs, tax mapping & reconciliation checklists
Basic 15 min
Stripe Payouts Reconciliation
Automate fee splits & bank matches
Intermediate 20 min
Payroll & HR
Troubleshooting Common Gusto to Xero Sync Errors
A practical guide to diagnosing and fixing the most common synchronization errors between Gusto payroll and Xero, such as mapping issues, duplicate entries, and API connection failures.
Intermediate 20 min
A Guide to Health Savings Account (HSA) and Employer Contributions
Learn the accounting and payroll setup for offering Health Savings Accounts, including how to handle pre-tax employee contributions and employer contributions on the P&L.
Intermediate 25 min
The Full Guide to California Payroll Tax Compliance
A detailed guide for employers on navigating California's specific payroll requirements, including state income tax withholding, SDI, UI, and local taxes.
Advanced 35 min
Fixing Payroll Liability Payment Errors in QuickBooks
A troubleshooting guide for when QuickBooks shows overdue payroll liabilities that have already been paid, or when payments are misapplied. Learn to make adjustments to correct the balances.
Advanced 30 min
Setting Up and Managing a 401(k) Plan in Gusto
A guide to setting up a new 401(k) plan for your employees through Gusto, including plan selection, contribution setup, compliance, and accounting for matching contributions.
Intermediate 35 min
Automating Multi-State Payroll and Tax Compliance with Rippling
Set up and manage payroll for a distributed team using Rippling, ensuring correct state tax registration, filings, and GL integration with your accounting software.
Advanced 40 min
The Guide to Using TSheets (QuickBooks Time) for Payroll
Set up and integrate TSheets (QuickBooks Time) for accurate job-based time tracking and automated payroll processing.
Intermediate 25 min
The Definitive Guide to Payroll Deductions and Benefits
Correctly setting up and accounting for common payroll deductions: retirement, health insurance, and garnishments.
Advanced 30 min
Payroll Liability Reconciliation and Cleanup
A monthly guide to reconciling payroll liability accounts to ensure all employee/employer taxes are paid and balances are zero.
Intermediate 20 min
QuickBooks Payroll Setup and Tax Forms Checklist
Ensure your QuickBooks Payroll is configured correctly for both employees and contractors (1099/W2) and automate tax form filing.
Intermediate 30 min
Gusto General Ledger (GL) Mapping Guide
Correctly map Gusto payroll entries to your General Ledger for accurate financial reporting in QuickBooks or Xero.
Advanced 30 min
Gusto GL Mapping
Map payroll entries correctly in your books
Advanced 30 min
Month-End Close
A Step-by-Step Guide to Month-End Close in QuickBooks
A comprehensive checklist and workflow for performing an efficient and accurate month-end close in QuickBooks Online.
Intermediate 30 min
Corporate Credit Card Reconciliation with Multi-User Expenses
A guide to simplifying corporate credit card reconciliation when multiple employees are using different cards and submitting receipts.
Intermediate 30 min
How to Fix Common Reconciliation Errors
Practical solutions for typical bank reconciliation issues like duplicate entries, incorrect dates, and transfer mismatches.
Intermediate 15 min
The Complete Bank Reconciliation Guide
A step-by-step process for matching and clearing transactions to perform a perfect bank reconciliation every month.
Basic 25 min
Common Entry Fixes
Solutions for typical reconciliation issues
Intermediate 15 min
QuickBooks Troubleshooting
Mastering Bank Rules for Credit Card Sub-Accounts (e.g., Brex, Ramp)
Create advanced bank rules in QBO or Xero to automatically code transactions from corporate card platforms where multiple employees have cards under one main account.
Intermediate 25 min
Fixing Unapplied Customer Payments and Credits in QuickBooks
A troubleshooting guide to find and correctly apply open customer payments and credits to the right invoices, cleaning up your Accounts Receivable aging report.
Intermediate 20 min
Troubleshooting Negative Balances in Inventory and COGS Accounts
A diagnostic guide to identify the root causes of negative inventory asset or COGS balances in your accounting software and the steps to correct them without disrupting historical data.
Advanced 30 min
Reconciling Loan Amortization Schedules: Fixing Common Discrepancies
Troubleshoot why the principal and interest split in your accounting software doesn't match the bank's loan statement, and learn how to make adjusting journal entries.
Intermediate 25 min
The Ultimate Guide to Cleaning Up a Messy QuickBooks Chart of Accounts
A systematic process for auditing, simplifying, and restructuring a cluttered Chart of Accounts in QuickBooks, including merging accounts and handling historical data.
Advanced 45 min
Troubleshooting QuickBooks Desktop Connection Errors (H-series)
Specific fixes for the QuickBooks Desktop H101, H202, H303, and H505 errors related to multi-user hosting and data access.
Advanced 45 min
QuickBooks Audit Trail Review: Finding Unauthorized Changes
A forensic guide to using the QuickBooks Audit Trail to track down deleted transactions and unauthorized user changes.
Advanced 30 min
QuickBooks Error: The 'Account Balance' vs. 'QuickBooks Balance' Discrepancy
Troubleshoot why your bank reconciliation screen shows two different balances and how to fix the source of the issue.
Intermediate 20 min
Fixing Duplicate Vendor Payments in QuickBooks
Identify the cause of duplicate payments in your AP and eliminate the extra entries without disrupting bank reconciliation.
Intermediate 15 min
QuickBooks Bank Feed Rules: Advanced Setup & Troubleshooting
Create powerful bank rules to automate transaction categorization and resolve common rule conflicts.
Intermediate 20 min
The Full Guide to Expense Misclassification in QuickBooks
How to identify and fix common misclassifications (e.g., assets as expenses, personal as business) for accurate tax reporting.
Intermediate 20 min
QuickBooks Service Item List Cleanup and Optimization
Strategies for cleaning up a messy service item list to improve invoicing speed and reporting accuracy.
Basic 15 min
QuickBooks Error: 'Closing Date' Password Bypass Fix
How to handle and safely bypass the QuickBooks 'Closing Date' password when needing to make prior-period adjustments.
Intermediate 10 min
Fixing QuickBooks Undeposited Funds Errors
The definitive guide to clearing the Undeposited Funds account and matching client payments correctly.
Intermediate 20 min
Financial Strategy
A CFO's Guide to Scenario Planning and Financial Modeling
A strategic guide to building financial models that allow you to test different business scenarios (e.g., best case, worst case, base case) to make more resilient business decisions.
Expert 60 min
Migrating from QuickBooks Desktop to NetSuite: A Readiness Guide
A high-level checklist and strategic guide for finance leaders to assess their readiness for a migration from QuickBooks Desktop to NetSuite, covering data prep, process mapping, and team readiness.
Advanced 60 min
A Guide to Mezzanine Financing: Accounting and Reporting
Explore the accounting complexities of mezzanine debt, a hybrid of debt and equity financing. Learn how to record the debt, detachable warrants, and PIK interest.
Expert 60 min
A Guide to Environmental, Social, and Governance (ESG) Reporting for SMEs
An introduction to ESG principles and a practical guide on how small and medium-sized enterprises can begin to track and report on key ESG metrics using their existing systems.
Advanced 50 min
How to Account for Convertible Notes and SAFE Agreements
A guide for startups on the correct journal entries to record proceeds from convertible notes and SAFE agreements, and how to handle their conversion into equity.
Expert 45 min
The Accountant's Guide to Business Valuation Fundamentals
An introduction to common business valuation methods (e.g., SDE, EBITDA multiples, DCF) that accountants can use to advise clients on their company's worth.
Expert 60 min
Accounting for SaaS Metrics: Tracking LTV, CAC, and Churn in Xero
A strategic guide to structuring your Xero Chart of Accounts and using reporting tools to calculate and monitor key SaaS metrics like Lifetime Value, Customer Acquisition Cost, and Churn.
Expert 60 min
Accounting for Stock-Based Compensation (ASC 718) in Startups
Understand the accounting treatment for stock options and RSUs, including calculating fair value, booking compensation expense, and managing the equity section of your balance sheet.
Expert 75 min
A Guide to Dilution and Cap Table Accounting for Startups
Master the complex accounting entries for convertible notes, SAFE agreements, and stock options, and understand their impact on the Balance Sheet.
Expert 75 min
Forensic Accounting: Identifying and Reversing Fraud in QuickBooks
A guide for reviewing the Audit Log and transaction history to detect signs of financial fraud, skimming, or manipulation.
Expert 60 min
How to Automate Cash Flow Forecasting with Spreadsheet Integration
Connect your accounting software data to a Google Sheet/Excel model to build a dynamic, real-time cash flow forecast.
Advanced 45 min
Automating Subscription Revenue Recognition (ASC 606/IFRS 15)
How to set up systems for automatic revenue recognition (deferred revenue) compliance for subscription businesses.
Advanced 60 min
QuickBooks to ERP Migration Readiness Checklist
Determine if your business is ready to move from QuickBooks to an Enterprise Resource Planning (ERP) system (e.g., NetSuite).
Advanced 60 min
Implementing Accrual Accounting: The Full Transition Guide
A guide for cash-basis businesses moving to accrual accounting, including necessary setup and journal entries.
Advanced 50 min
The Perfect Chart of Accounts Setup for SaaS Startups
Design a GL structure optimized for SaaS metrics: ARR, MRR, churn, and deferred revenue tracking in Xero or QuickBooks.
Advanced 50 min
How to Account for Capitalized Software Development Costs
Advanced guide on differentiating between R&D expenses and capitalized software development costs (SOP 98-1).
Expert 60 min
E-commerce Accounting
Walmart Marketplace Accounting with A2X
A guide to using A2X to automate the accounting for your Walmart Marketplace sales. Learn to sync settlement data to QuickBooks or Xero for perfect reconciliation.
Intermediate 30 min
The Full Guide to Accounting for Gift Cards
Learn the correct, GAAP-compliant way to account for gift card sales, redemptions, and breakage (unredeemed balances), treating the initial sale as a liability (deferred revenue).
Intermediate 25 min
Setting Up Landed Cost Tracking in QuickBooks Enterprise
A guide to using the Advanced Inventory module in QuickBooks Desktop Enterprise to track landed costs (e.g., freight, duties, insurance) and apply them to item costs for accurate inventory valuation.
Expert 50 min
Advanced Inventory Kitting & Bundling in QuickBooks Commerce
Learn how to use QuickBooks Commerce (formerly TradeGecko) to create product bundles and kits, manage component inventory levels, and sync manufacturing orders.
Advanced 40 min
Amazon FBA Accounting: A Deep Dive into the Settlement Report
Learn to deconstruct the Amazon Seller Central settlement report to accurately book sales, FBA fees, advertising costs, shipping fees, and other charges in your accounting software.
Advanced 45 min
Integrating Cin7 Core (DEAR) with QuickBooks Online for Inventory Management
A comprehensive guide to setting up the Cin7 Core (formerly DEAR Systems) and QuickBooks Online integration for robust, multi-channel inventory management and accurate COGS.
Advanced 60 min
Accounting for Dropshipping: Revenue Recognition and COGS
Learn the proper accounting method for a dropshipping business, including how to handle revenue, cost of goods sold, merchant fees, and sales tax when you never hold inventory.
Intermediate 30 min
Handling Consignment Inventory Accounting in QuickBooks
A guide to the correct accounting procedures for consignment inventory, covering how to track stock you hold but don't own, and how to recognize revenue and COGS only when an item sells.
Advanced 35 min
Etsy Accounting: Integrating with QuickBooks for Accurate Sales & Fee Tracking
A guide to connecting your Etsy shop to QuickBooks Online, reconciling Etsy Payments deposits, and correctly accounting for listing fees, transaction fees, and shipping.
Intermediate 35 min
Reconciling Shopify Payments vs. External Gateways (PayPal, Sezzle)
How to handle and reconcile payouts from multiple payment methods on Shopify that hit your bank account separately.
Advanced 30 min
The Ultimate Shopify Troubleshooting Checklist for Accountants
A checklist of the most common Shopify accounting errors and how to spot them in the GL (mismatched deposits, missing fees).
Advanced 20 min
Inventory Adjustments Guide: Shrinkage, Damaged Goods, and Miscounts
How to make inventory adjustments and journal entries to correct stock levels and record shrinkage/spoilage expense.
Intermediate 20 min
Accurate Accounting for Customer Refunds and Returns
Learn the correct way to record customer refunds and returns, ensuring your sales and tax accounts remain accurate.
Intermediate 15 min
Shopify Sales Reconciliation: The Payout Method
A step-by-step guide to reconciling daily Shopify sales and fees using the Payout Method for clean books.
Intermediate 25 min
Advanced Inventory COGS Setup for Xero & QuickBooks
Master the intricacies of inventory tracking, Cost of Goods Sold (COGS) calculation, and inventory valuation methods (FIFO, LIFO).
Advanced 60 min
Tax & Compliance
The Complete Guide to Form 1099-NEC vs. 1099-MISC
A clear explanation of the difference between Form 1099-NEC and 1099-MISC, helping you understand which form to use for which type of payment to ensure tax compliance.
Basic 15 min
Guide to Cost Segregation Studies for Real Estate Investors
An overview of cost segregation studies, explaining how they can accelerate depreciation deductions on commercial property and the role of the accountant in the process.
Advanced 30 min
The Definitive Guide to Sales Tax Nexus and Its Implications
A comprehensive explanation of sales tax nexus (physical and economic) following the South Dakota v. Wayfair decision, helping businesses understand where they need to collect and remit sales tax.
Advanced 45 min
DeFi Accounting: Tracking Lending, Staking, and Liquidity Pools
An advanced guide to the accounting and tax implications of decentralized finance (DeFi) activities, including recording interest income from lending, staking rewards, and handling liquidity pool transactions.
Expert 70 min
Avalara AvaTax Integration with Shopify for Automated Sales Tax
Set up Avalara AvaTax with your Shopify store to automate sales tax calculations, nexus determination, and filing across multiple states and jurisdictions.
Advanced 40 min
Setting Up Transfer Pricing Policies for Intercompany Transactions
An introductory guide for finance leaders on the importance of transfer pricing, common methodologies (e.g., CUP, Cost Plus), and how to document policies for tax compliance.
Expert 50 min
Setting Up an R&D Tax Credit Tracking System in Your GL
Learn how to use classes or tags in your accounting software to tag and track eligible Research & Development expenses (e.g., payroll, supplies, contractors) for tax credit purposes.
Advanced 30 min
Accounting for Cryptocurrency Mining and Staking Income
Advanced guide on the tax and accounting treatment of income generated from crypto mining rewards and staking activities.
Expert 50 min
Tax Compliance for Freelancers: Quarterly Estimated Payments
A complete guide to calculating, recording, and properly submitting quarterly estimated taxes in QuickBooks or Xero.
Intermediate 25 min
How to Use the Xero W-9/1099 Contractor Management Tool
Collect W-9s, track payments, and file 1099s automatically for all your contractors through Xero.
Intermediate 20 min
Accounting for PPP and EIDL Loans and Forgiveness
The proper way to record PPP and EIDL loan proceeds, track eligible expenses, and account for loan forgiveness.
Intermediate 25 min
Xero Year-End Reporting and Tax Filing Preparation
Key Xero reports and final steps to prepare your financial data perfectly for your CPA or tax preparer.
Intermediate 25 min
Cryptocurrency Accounting for Small Business
Basic guide to accounting for crypto transactions (purchases, sales, staking) and tax implications for small businesses.
Advanced 40 min
Sales Tax Automation for Multi-State E-commerce
Set up automated sales tax calculation and filing for platforms like Shopify and Amazon, ensuring you're compliant across all states.
Advanced 40 min
Financial Reporting
How to Create and Use a Statement of Cash Flows
A fundamental guide to the Statement of Cash Flows, explaining the three sections (Operating, Investing, Financing) and how to prepare a simple statement using the indirect method.
Intermediate 40 min
How to Create a 13-Week Cash Flow Forecast Model in Excel
A step-by-step guide to building a rolling 13-week cash flow forecasting model in Excel, using your accounting data to project inflows, outflows, and ending cash balances.
Intermediate 50 min
Building Dynamic Financial Dashboards in Google Looker Studio
Connect QuickBooks Online or Xero to Google Looker Studio (formerly Data Studio) to build and customize real-time KPI dashboards for stakeholders.
Advanced 60 min
Implementing KPI Dashboards in Xero using Fathom
A guide to connecting Fathom to Xero to create powerful, visual KPI and financial performance dashboards for investors and management.
Advanced 40 min
Mastering Cash Flow Forecasting and Budgeting
Build a robust 12-month financial forecast, model scenarios, and track budget vs. actuals for better business decision-making.
Intermediate 35 min
Xero Reporting
Creating a Rolling 12-Month Budget in Xero
Use Xero's Budget Manager to create a dynamic, rolling 12-month budget that you can update quarterly and compare against actual performance for agile financial planning.
Intermediate 35 min
Using Xero's Report Templates for Custom Management Reporting
Master Xero's report layout editor to create, customize, and save a suite of branded management reports, including custom formulas and KPI summaries.
Advanced 40 min
Setting Up Classes/Tags in Xero for Granular Reporting
A focused tutorial on leveraging Xero's built-in **Tracking Categories** (Classes) for P&L segmentation by project, store, or department.
Intermediate 20 min
The Guide to Using Xero Fixed Asset Manager
How to set up Xero's built-in Fixed Asset Manager to automate depreciation and maintain a tax-compliant asset register.
Intermediate 25 min
Budgeting in Xero: Setup, Tracking, and Variance Analysis
Use Xero's Budget Manager tool to create, import, and track your annual operating budget against actuals.
Intermediate 20 min
How to Calculate and Record Prepaid Expenses in Xero
Step-by-step guide to using Xero's built-in feature for prepaid expenses and automated amortization.
Intermediate 20 min
Consolidating Multi-Currency Reports in Xero
A guide to generating consolidated financial statements for businesses with multiple currencies in Xero.
Advanced 25 min
The Ultimate Guide to Xero Tracking Categories
Learn to use Tracking Categories (Departments, Locations) to generate high-level segmented financial reports in Xero.
Intermediate 20 min
Advanced Bookkeeping
Accounting for Royalties: A Guide for Payers and Recipients
Learn the correct accounting treatment for royalty agreements. This guide covers booking royalty expense for the payer and recognizing royalty revenue for the recipient.
Intermediate 25 min
Introduction to International Financial Reporting Standards (IFRS)
A high-level overview of IFRS for US-based accountants, highlighting the key differences between IFRS and US GAAP in areas like revenue recognition, inventory, and fixed assets.
Advanced 50 min
How to Account for Software as a Service (SaaS) Subscriptions
A clear guide on the proper accounting treatment for your company's SaaS subscriptions. Learn when to expense them immediately and when to treat them as prepaid assets.
Intermediate 20 min
A Guide to ASC 842 Lease Accounting for Lessees
A practical guide to implementing the new lease accounting standard, ASC 842. Learn how to calculate the right-of-use (ROU) asset and lease liability for operating leases.
Expert 60 min
How to Account for Factoring Receivables
Learn the correct journal entries for factoring accounts receivable, including recording the cash advance, the factor's fees, the reserve holdback, and bad debt.
Advanced 30 min
How to Perform a Technical Accounting Research Memo
A structured guide for accountants on how to research complex accounting issues using the FASB Codification, and how to write a clear, concise, and defensible accounting memo.
Expert 50 min
How to Handle Barter Transactions and In-Kind Exchanges
A guide to the proper accounting and tax treatment of barter transactions, including how to determine the fair market value of goods/services exchanged and record the transaction.
Intermediate 20 min
Inventory Valuation Methods: FIFO vs. LIFO vs. Weighted-Average
A detailed comparison of the three main inventory valuation methods, explaining the accounting treatment and their impact on COGS, profit margins, and tax liability.
Advanced 40 min
Handling Foreign Exchange Gains & Losses on Intercompany Loans
A technical guide on accounting for loans between parent and subsidiary companies in different functional currencies, including calculating and recording unrealized and realized FX gains/losses.
Expert 45 min
Accounting for Retainers and Deposits (Accrual Basis)
The correct method to book customer deposits and upfront retainer fees as a liability (Unearned Revenue) before work is delivered.
Advanced 20 min
Accounting for Unearned/Deferred Revenue for Service Retainers
Correctly record client retainers as deferred revenue and amortize the income over the service period (ASC 606 basics).
Advanced 25 min
Accounting for Discounts, Bad Debt, and Write-Offs
The correct GAAP methods for recording customer discounts, writing off uncollectible receivables, and managing bad debt expense.
Advanced 20 min
Implementing Job Costing and Project Tracking in Xero
Use Xero Projects and Tracking Categories together for accurate job costing, project profitability, and client billing.
Advanced 30 min
Intercompany Transactions Guide: Recording Loans & Transfers
Correctly record loans and transfers between related companies (intercompany accounts) using the Due To/Due From method.
Advanced 35 min
Journal Entry Best Practices: Avoiding the Mess
A comprehensive guide to when and how to use manual journal entries correctly, minimizing the need for major cleanup later.
Intermediate 15 min
A Guide to Managing Fixed Assets and Depreciation
Correctly record, track, and calculate depreciation for long-term assets (equipment, vehicles) in your accounting software.
Intermediate 25 min
Balance Sheet
How to Account for Personal Expenses Paid with Business Funds
A clear, simple guide on how to properly record transactions when a business owner uses company funds for personal expenses, using an owner's draw or equity account to keep the books clean.
Basic 15 min
Reconciling Stripe Capital Loans in QuickBooks
A step-by-step guide to accounting for a Stripe Capital loan, including recording the initial deposit and accounting for the automated daily repayments and fees.
Intermediate 25 min
How to Account for Owner's Equity (Draws, Contributions, Retained Earnings)
A clear guide on the proper journal entries for recording owner's financial activity to keep equity accounts clean.
Basic 15 min
How to Handle Loans and Line of Credit in QuickBooks
A clear, simple guide on recording loan proceeds, splitting principal and interest payments, and reconciling liability accounts.
Intermediate 15 min
Automation Tools
Using Asana for Month-End Close Task Management
Set up a recurring month-end close project template in Asana to manage tasks, assign responsibilities, set deadlines, and track the progress of your close process.
Basic 30 min
Using Uncat to Resolve Uncategorized Transactions with Clients
Learn how to use Uncat to efficiently gather information from clients about uncategorized transactions in QuickBooks Online or Xero, streamlining your month-end close process.
Basic 20 min
Automating Accounts Receivable: Integrating Stripe Invoicing with Xero
Streamline your invoicing and collections process by using Stripe Invoicing integrated with Xero. Automate invoice creation, payment reminders, and reconciliation.
Intermediate 35 min
Airtable for Advanced Job Costing and Project Budgeting
Design an Airtable base to track detailed project costs, budgets, and profitability, then use an automation tool like Zapier to sync summary data back to your accounting GL.
Advanced 55 min
Advanced Data Extraction: Using Dext Precision for GL Cleanup
Leverage Dext Precision (formerly Xavier) to run a health check on a QuickBooks Online or Xero file, identify data anomalies, and streamline the cleanup process.
Advanced 40 min
Using ChatGPT for Financial Statement Analysis and Commentary
Learn how to use AI language models like ChatGPT to generate insightful commentary, summarize performance, and identify trends for your monthly management reports.
Intermediate 30 min
AI-Powered Bookkeeping: Leveraging Vic.ai for Autonomous Invoice Processing
A step-by-step guide to setting up and training Vic.ai to automate accounts payable, from invoice ingestion and coding to approval workflows, integrated with your ERP.
Advanced 60 min
Automating Accounts Payable: Integrating Bill.com with QuickBooks Desktop for Seamless Bill Management
This guide will walk you through setting up and optimizing Bill.com integration with QuickBooks Desktop to automate your accounts payable workflow, saving time and reducing errors.
Intermediate 45 min
Mastering Trello for Bookkeeping Task Management
Set up a Trello board template to manage client month-end close workflows, document requests, and internal deadlines.
Basic 20 min
Airtable to Accounting GL Automation Guide
Automate the transfer of data from an Airtable project tracker or sales pipeline directly to your General Ledger for reporting.
Advanced 40 min
Divvy (Bill.com) to GL Integration and Expense Policy Guide
Integrate Divvy for automated expense coding and implement effective spend management policies for compliance.
Advanced 30 min
The Zapier Guide to Accounting Automation Workflows
Connect common business tools (CRM, forms) to QuickBooks or Xero using Zapier to eliminate manual data entry.
Advanced 30 min
Xero Files Inbox Automation: The Paperless Workflow
Leverage the Xero Files Inbox with email forwarding and mobile app scanning to automate expense documentation.
Basic 15 min
How to Automate Accounts Payable (AP) Workflow
Implement a fully automated AP process from vendor invoice receipt to final payment and GL entry using modern tools.
Advanced 40 min
The Dext Prepare Integration Guide (QuickBooks & Xero)
Set up Dext (formerly Receipt Bank) to automate receipt collection, data extraction, and paperless expense management.
Intermediate 20 min
Software Troubleshooting
QuickBooks Reporting
Implementing a Purchase Order System in QuickBooks Online Advanced
A step-by-step guide to setting up and using the purchase order (PO) workflow in QBO Advanced to manage spending, track orders, and match vendor bills to approved POs.
Intermediate 30 min
A Guide to Departmental Budgeting in QuickBooks Online Advanced
Use the budgeting feature in QBO Advanced, in conjunction with Classes or Locations, to create, monitor, and report on budgets for specific departments or business units.
Advanced 40 min
Leveraging QuickBooks Online Tags for Advanced Reporting
Go beyond Classes and Locations by using Tags in QBO to create custom, multi-dimensional reports. This guide covers setup, best practices, and reporting examples.
Intermediate 25 min
Advanced Use of QuickBooks Custom Fields for Reporting
Utilize Custom Fields (QBO Advanced) to capture key non-financial data points and filter reports beyond standard dimensions.
Advanced 30 min
QuickBooks Classes vs. Customers/Projects: When to Use Each
A clear breakdown on the optimal use of Classes, Locations, and Customer/Project fields for granular reporting in QBO.
Intermediate 15 min
Handling Foreign Currency Transactions in QuickBooks Online
Set up multi-currency, record foreign invoices/bills, and account for unrealized and realized foreign exchange gains/losses.
Advanced 30 min
Creating a Management Reporting Package in QuickBooks
Build custom, branded financial reports (KPI dashboard, segmented P&L) for stakeholders in QuickBooks Online.
Intermediate 30 min
The Full Guide to QuickBooks Classes and Locations
Utilize Classes and Locations/Tags in QuickBooks Online for segmenting Profit & Loss reports by project, department, or business unit.
Intermediate 20 min
Xero Troubleshooting
Digital Forensics: Using Xero's History & Notes to Detect Fraud
A guide to leveraging Xero's History and Notes Activity Report and transaction details to trace user activity, identify unauthorized changes, and detect potential signs of fraudulent activity.
Advanced 35 min
The Ultimate Guide to Cleaning Up Undeposited Funds in Xero
A step-by-step process for identifying and resolving issues in Xero's equivalent of an 'Undeposited Funds' account, ensuring payments are correctly matched to bank deposits.
Intermediate 25 min
How to Handle Credit Card Chargebacks and Disputes in Xero
Learn the proper workflow for recording credit card chargebacks and disputes in Xero, including how to handle dispute fees and revenue reversals, whether you win or lose the dispute.
Intermediate 20 min
Xero Bank Reconciliation: Troubleshooting Unreconciled Items
A deep dive into fixing common Xero reconciliation problems, such as duplicate statement lines, incorrectly matched payments, and foreign currency variances.
Intermediate 25 min
Mastering the Xero Conversion Balance (Migration Cleanup)
A guide to reviewing, adjusting, and locking the Conversion Balance sheet after migrating data into Xero for the first time.
Advanced 35 min
Troubleshooting Xero's Common Sales Tax Mismatches
Fix issues where your Xero Sales Tax Report does not match your external sales tax filing (e.g., Avalara/TaxJar data).
Intermediate 25 min
The Full Guide to Expense Misclassification in Xero
How to identify and fix common misclassifications (e.g., personal expenses, fixed assets) for accurate tax reporting in Xero.
Intermediate 20 min
Xero Bank Rules: The 5 Power-User Rules to Master
Unlock advanced automation with the 5 most effective bank rules in Xero, including transfer and split-line rules.
Intermediate 15 min
Xero's Find and Recode Tool: The Cleanup Powerhouse
A tutorial on using Xero's powerful 'Find and Recode' tool to batch-fix thousands of misclassified transactions instantly.
Advanced 15 min
Fixing Xero's Account Transactions Discrepancies
A deep dive into common issues like orphaned bank feed transactions and miscoded entries in Xero's Account Transactions report.
Intermediate 20 min
Tool Comparison
Choosing Your First Accounting Software: A Guide for Freelancers
A simple comparison of the most popular accounting software for freelancers (like QuickBooks Self-Employed, FreshBooks, and Wave) based on features, pricing, and ease of use.
Basic 20 min
Xero vs. FreshBooks: Choosing the Right Simple Accounting Software
A head-to-head comparison of Xero and FreshBooks for freelancers, contractors, and service-based businesses.
Basic 20 min
Xero Projects vs. QuickBooks Projects: Feature Comparison
Detailed analysis of the project management and profitability features in Xero vs. QuickBooks Online Advanced.
Intermediate 20 min
Xero Inventory vs. Third-Party App Comparison
Deciding when Xero's native inventory is enough and when you need a dedicated app (like Cin7, Katana).
Intermediate 25 min
QuickBooks Online Advanced vs. Premier Comparison
Detailed comparison of QBO Advanced and Premier features to help businesses choose the right enterprise-level subscription.
Basic 15 min
Connecting Shopify to Xero Directly vs. Third-Party App
A detailed analysis of connecting Shopify to Xero using the native connector versus a specialized app (like A2X).
Advanced 30 min
Expensify vs. Dext: The Ultimate Expense Management Face-Off
A feature-by-feature comparison of Expensify and Dext to help you choose the best tool for expense reporting and receipt capture.
Intermediate 20 min
Industry-Specific Accounting
How to Account for Tenant Improvement Allowances
A guide for both landlords and tenants on the correct accounting treatment for tenant improvement (TI) allowances in a commercial lease, including depreciation and liability recognition.
Advanced 30 min
Agribusiness Accounting: Inventory, Hedging, and Crop Cycles
An introduction to the unique accounting challenges in agribusiness, including valuing inventory (crops and livestock), accounting for hedging activities, and matching costs to crop cycles.
Expert 60 min
Accounting for Government Contracts (DCAA Compliance Basics)
An introduction to the unique accounting requirements for government contractors, including job costing, tracking allowable vs. unallowable costs, and preparing for a DCAA audit.
Expert 75 min
Accounting for Point-of-Sale (POS) System Leases vs. Purchases
Understand the difference between a capital lease and an operating lease for POS hardware. Learn the correct accounting treatment for each, including depreciation and liability booking.
Advanced 35 min
A Guide to Percentage of Completion Method for Construction Accounting
Learn how to apply the percentage-of-completion method (PCM) for long-term construction projects to recognize revenue and profits accurately over time, in compliance with GAAP.
Expert 60 min
Real Estate Accounting: Managing Properties and Depreciation in Xero
A guide for property managers and real estate investors on using Xero Tracking Categories for properties and the Fixed Asset Manager for calculating depreciation schedules.
Advanced 40 min
Non-Profit Accounting: Grant Tracking and Fund Accounting in QuickBooks
Learn to set up QuickBooks Online using classes and tags to properly manage restricted and unrestricted funds, track grant spending, and generate non-profit specific reports.
Advanced 50 min
Restaurant Accounting: COGS and Inventory Management Guide
Specific accounting methods for tracking food/beverage COGS, waste, and integrating POS (like Toast/Square) to the GL.
Advanced 40 min
Construction Accounting: Job Costing and WIP Management
Best practices for tracking labor, materials, and overhead against contracts and managing Work in Progress (WIP) schedules.
Expert 60 min
Practice Management
Using Keeper for an Efficient Month-End Close and Client Portal
A guide to implementing Keeper.app to manage your month-end close checklist, track transaction questions for clients, and deliver management reports through a branded client portal.
Intermediate 35 min
Automating Client Document Collection with TaxDome
Set up automated organizers and document request lists (PBC lists) in TaxDome to streamline information gathering from clients for tax, bookkeeping, or audit engagements.
Intermediate 30 min
Integrating Slack with Your Accounting Workflow for Better Communication
Discover ways to use Slack to improve accounting team collaboration and client communication, including setting up channels for specific clients, approvals, and automated notifications.
Basic 25 min
Implementing Profit First: A Bookkeeper's Setup Guide
A practical guide for bookkeepers on how to set up the 'Profit First' cash management system for clients, including setting up bank accounts and creating allocation workflows in QBO/Xero.
Intermediate 35 min
Using Ignition for Proposals, Engagement Letters, and Payments
Streamline your client intake process with Ignition. Learn to create professional proposals with integrated engagement letters and automated payment collection for new clients.
Intermediate 40 min
How to Use Karbon for Accounting Practice and Workflow Management
A comprehensive guide to setting up Karbon, creating work templates for monthly bookkeeping or tax returns, and managing team tasks and client communication.
Intermediate 60 min
Marketing for Accountants: A Beginner's Guide to Finding Clients
Practical marketing strategies for accountants and bookkeepers, focusing on building a niche, leveraging LinkedIn, and creating simple content to attract ideal clients.
Basic 30 min
Building a Tech Stack for a Modern, Remote Accounting Firm
A strategic guide to selecting and integrating the best cloud-based tools for practice management, client communication, workflow automation, and bookkeeping for a fully remote firm.
Intermediate 50 min
The Full Guide to Setting Up a Secure Client Portal
Evaluate and implement a secure client portal solution (like TaxDome or Citrix ShareFile) for your accounting practice to safely exchange documents and communicate with clients.
Intermediate 40 min
Client Onboarding Workflow for Modern Accounting Firms
A step-by-step guide to creating a standardized client onboarding process using tools like Karbon, Ignition, and Zapier to automate proposals, payments, and document collection.
Intermediate 45 min
Pricing Your Bookkeeping Services: Value Pricing vs. Hourly Rates
A strategic guide for freelance bookkeepers and accounting firm owners on how to structure and price their services, moving from hourly billing to a more profitable value-based model.
Intermediate 35 min
Unlocking Your Blog's Full Earning Power: A Strategic Blueprint for Ad Monetization
Dive deep into a holistic strategy designed to significantly **increase AdSense revenue** for your blog. This guide covers essential techniques for optimal **AdSense ad placement**, ensuring your ads are visible and engaging without disrupting user experience. Learn how to implement **responsive AdSense ads** that adapt seamlessly across all devices, maximizing performance. We'll also explore the art of identifying and creating content within **high CPC niches** to attract premium advertisers, and integrate powerful **content marketing for AdSense** strategies to drive targeted traffic. Ultimately, this comprehensive blueprint will lead you to advanced **AdSense optimization**.
Intermediate 30 min
Building a Monetization Blueprint: From Niche Selection to Ad Layout for Maximum Earnings
Discover a comprehensive strategy to significantly **increase your AdSense revenue** by mastering the art of **AdSense optimization**. This guide walks you through identifying **high CPC niches**, implementing effective **AdSense ad placement** strategies that balance user experience with profitability, and leveraging **responsive AdSense ads** for optimal performance across all devices. Learn how to integrate powerful **SEO for AdSense** techniques to attract quality traffic and ensure your content consistently drives higher earnings.
Intermediate 30 min
Need a Custom Guide?
Don't see what you're looking for? We're always adding new guides.
Request a Guide