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Expert Video Insights

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Xero Tips for Clients

Get more from Xero with practical guidance on the features you can use to manage your business finances. These videos cover essential functions, from setting up accounts and importing transactions to invoicing, banking, and understanding your financial dashboard.

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

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Gusto Tips for Clients

Payroll and employee administration come with plenty of details. These videos walk you through key Gusto features and common payroll topics, including employee onboarding, payroll processing, tax forms, business structures, and paying yourself as a business owner.

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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Hubdoc Tips for Clients

Keeping financial documents organized makes accounting more efficient. Explore these Hubdoc tutorials to learn how to upload and manage documents, customize folders, assign user permissions, connect with Xero or QuickBooks, and use the platform’s security features.

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

Better visibility into cash flow starts with knowing where your money is going. These videos explore Relay’s business banking and money management features, with practical guidance about account organization, spending controls, cash flow, and the platform’s Profit First capabilities.

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

Client Testimonials

We dropped our records off with Davis & Hessel knowing our business/personal taxes are always in good hands with them! If you need a stand-up company to do your business and/or personal taxes we highly recommend them!

-Business Owner

“I have been very pleased with the service – and this year, with the many tax code changes, it was a great relief to have a professional handling things. I appreciate the quick responses and friendliness of the CPAs and EAs and the reasonable prices. Thank you.”

-Business Owner

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At Couture & Hessel, CPA LLC, we believe the best accounting relationships go far beyond preparing returns and reporting numbers.

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Contact Information

950 North Collier Boulevard #208, Marco Island, FL 34145
Phone: (239) 394 -1900
Hours: 9:00 - 5:00
Tax Inquiries: craig@heroic.cpa
Accounting Inquiries: ian@heroic.cpa
  • Services
    • Business tax services
    • Individual tax services
    • Accounting services
    • Proactive Tax Planning
    • Wealth Management
  • Team
  • Forms & Links
  • Resources
    • Blogs
    • Video Tips
    • Technology Framework
    • Benefits for Our Clients
    • Newsletter
      • Business Newsletter
      • Individual Newsletter
  • Announcements
  • Contact Us

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