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Video Tips

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  3. Video Tips

Xero Tips for Clients

Supercharge your small business with Xero online accounting software. Set your business to cruise control. See your cash flow in real-time and streamline invoicing, payroll, billing, banking, and more.

Import sales invoices into Xero

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Set up tracking categories in Xero

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Xero and Single Touch Payroll

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Set up your business on Xero

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Add and connect a bank account

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Get to know Xero essentials

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Understand the Xero dashboard

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Enter your business’s information in Xero

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Import bank transactions

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Send your supplier a purchase order with Xero

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Gusto Tips for Clients

Through one refreshingly easy, integrated platform, we automate and simplify your payroll, benefits, and HR, all while providing expert support. 

Why Gusto Is the #1 Choice for Small Business Payroll

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How to Calculate a Paycheck for Your Employees

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How to Pay Yourself as a Sole Proprietor

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How to Run Your First Payroll

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How to Pay Yourself as The Owner of a Single-Member LLC

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LLC vs. S Corporation: What’s the Difference for Small Business Owners?

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What Is a W-9 Form? How Do I Fill It Out?

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W-4 Form Walkthrough: A Step-by-Step Guide to Filling Out a W-4 Form

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3 Steps for Onboarding New Employees

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Employees vs. Contractors: What’s the Difference?

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Hubdocs Tips for Clients

Hubdoc organizes your key financial documents in one place – automatically. And, it syncs with Xero and QuickBooks Online.

Welcome to Hubdoc

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Connecting Hubdoc to Xero

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Emailing Documents to Hubdoc

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Adding Tags and Notes in Hubdoc

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Customizing Your Folder Structure in Hubdoc

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Adding and Managing Practice Staff on Hubdoc

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Adding Two-Factor Authentication to your Hubdoc Organization

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Small Business User Roles on Hubdoc

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Merging Manual Suppliers in Hubdoc

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Assigning Permissions to Small Business Users on Hubdoc

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Relay Tips for Clients

Relay is an all-in-one business banking and money management platform to help you understand what you’re earning, spending and saving — so you can make the best financial choices for your business. It’s business banking that delivers financial clarity to put you in complete control of your money.

Avoid unexpected cash flow issues with Relay

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Be ready for cash flow surprises with Relay

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Relay is the official banking platform for Profit First

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Why Relay is the best banking platform for Profit First

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Relay for Accountants & Bookkeepers – How It Works

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How Brooke Got Her Cash Flow Under Control with Multiple Accounts in Relay

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How Miranda Got Employee Spending Under Control with Relay

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How Matthew Ditched Credit Cards and Reigned in Business Debt with Relay

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How The Real Estate Robinsons scale their property business with Relay

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Building Better Business Banking, For The Long Haul

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Team Training & Tips

Heroic Solutions

Helping Business Owners Save Money with Proactive, Year-Round Tax Planning Strategies.

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    • Local Services
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    • Business Funding
  • The Partners
  • Resources
    • Blogs
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    • Technology Stack
    • Client Perks
  • Portfolio
    • Davis & Hessel, CPA
    • Brannan & Hessel, CPA
    • Milbrod & Hessel, CPA
    • Heroic Launch
    • ToolingCASH
    • Smartlink
  • Announcements
  • Join us
    • Apply for a Position
    • Become a Member Firm
  • Contact Us

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