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Expert Video Insights

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  3. Video Tips

Xero Tips for Clients

Power up your small business with Xero’s online accounting software. Put your operations on autopilot while gaining real-time visibility into your cash flow. Simplify everything from invoicing and payroll to billing, banking, and beyond—so you can focus on growing your business.

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

Gusto makes payroll, benefits, and HR effortless for our clients. With one intuitive, all-in-one platform, you can automate key tasks, simplify processes, and access expert support—so managing your team is easier than ever.

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 automatically gathers and organizes your important financial documents in one secure location—and seamlessly syncs with Xero Online for effortless management.

Welcome to Hubdoc

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Connecting Hubdoc to Xero

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Adding Tags and Notes in Hubdoc

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Emailing Documents to 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 a complete business banking and money management platform designed to give you a clear view of what you’re earning, spending, and saving—so you can make informed financial decisions with confidence. It’s banking built to provide transparency and put you firmly in control of your business finances.

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

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6311 Atrium Dr., Ste 200

Bradenton, FL 34202

Phone: +1 941-213-5349
Fax: (941) 237-3811
Email : kara@heroic.cpa
  • Services
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  • Team
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    • Blogs
    • Guides
    • Video Tips
    • Technology Framework
    • Benefits for Our Clients
    • Newsletter
      • Business Newsletter
      • Individual Newsletter
  • Announcements
  • Contact Us

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