This is the Blog of Hector Garcia, QuickBooks ProAdvisor and Trainer in South Florida.  Content topics found here will be mostly QuickBooks functions, tips and tricks on how to learn QuickBooks and use it better, accounting related material, and Tax tips.
You may contact Hector at: hector@quickbooks-training.net if you have any other ideas or comments on postings to this blog.

My Pricing & Package Options Template

This is what my template looks like after is printed or saved as PDF   If you want a copy of the Excel-based template, you can purchase it here for $50: NOTE, if you don’t have a PayPal account, you can pay with credit card by clicking on the “Pay with Debit or Credit Card” button […]

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QuickBooks Online NEW Client Checklist

I love QBO’s NEW Client Check list!   You can download the PDF file here Hector GarciaMore Posts Follow Me:

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Ultimate Chart of Accounts for QuickBooks Online and Desktop

This is what I consider to be “The Ultimate Chart of Accounts” that fits most companies starting up, and requires minor tweaks to adapt to the specific company needs DOWNLOAD AN EXCEL SAMPLE HERE (Full disclaimer: Chart of Accounts are supposed to be customized for each business, this is meant to be a template that […]

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Top 10 QuickBooks Online Tips and Tricks

Here is the full video recording on a webinar a did today: https://www.youtube.com/watch?v=Y3qkWEQfylo   Additionally, here is a clickable index that allows you to jump starting into the one topic you want: 00:00:30 Tip #1 — Access QBO Sample Company 00:01:40 Tip #2 — Reclassify Expense Transactions in Batch 00:06:58 Tip #3 — Dates and Keyboard Shortcuts 00:11:13 Tip #4 — Chrome Browser Shortcuts and Chrome Bookmarks […]

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IIF Templates for QuickBooks Desktop by Hector Garcia

Sales Receipts Template: Useful if you have item information in a spreadsheet that represent a Sales Receipt you want to import into QuickBooks, but is too many items to hand-type.  For ADVANCED USERS ONLY NOTE: These IIF templates are very hard to use, watch the video instructions before purchasing, we do not provide technical support […]

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2018 Income Tax Brackets

    What about Corporate Income taxes? Easy: 21% flat rate!   What about “Small Businesses” like S-Corporations and Partnerships? They pass through the income on the shareholders/partners and their personal income tax brackets apply Note: no state income taxes are included here Hector GarciaMore Posts Follow Me:

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Accountant: “I can’t Value Price, because customers only pay what THEY believe the value for your services is”

Well, it is 100% true that “Customers only pay what THEY believe the value for your services is” – that is the most important principle of Value Pricing! However, the real issue at hand is that accountants and bookkeepers get frustrated with “Value Pricing” and/or Fixed-Fee Pricing because customers come into the table with a […]

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Pricing & New Client On-boarding tips for new accountants and bookkeepers

I get this questions all the time: “I am just starting my accounting/bookkeeping business… What is the proper way to onboard a new client and how do I price my services?”  While I don’t have the right answers, I do have some ideas on how I would suggest you go about approaching this, I have […]

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Value Pricing: Creating Service Packages & Pricing Options

Most of my colleagues agree the that hardest part of our job as accountants is pricing our services with a flat fee (instead of just quoting a simple hourly rate).  There are so many moving parts to fixed rate pricing and value-based pricing, that a single article could not do it any justice. If I […]

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QuickBooks Accountant 2019

UPDATED 09/05/2018 It is September 2018 and QuickBooks Desktop 2019 is coming out and I think QuickBooks Desktop Accountant is currently the BEST bang for the buck of all the versions of QuickBooks across the entire ecosystem. How much is QuickBooks Desktop Accountant 2019? These prices are no published anywhere, because this edition of QuickBooks […]

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What I learned from my 3-day YouTube Crisis

Back up and have a plan B Hector GarciaMore Posts Follow Me:

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Value Creation and Pricing your Accounting Services

I am a strong believer that accounting professionals and business consultants are poised to create a lot of value for their small business clients.  The challenge is that most people believe that our “hard work” is what adds value to our customers, and that is not exactly right.  As a matter of fact I believe […]

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This QuickBooks Blog is updated every other day!

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Call us to 954-633-2718 or email: hector@quickbooks-training.net