Hector’s Resources for Accountants and QuickBooks Consultants

LAST UPDATE 03/20/18

Here is a list of Resources that Hector Garcia, CPA has created for himself and colleagues…

QuickBooks Cheat sheets and Guides

• QuickBooks Desktop vs QBO Reports Cheat Sheet
• QuickBooks Desktop Custom Reports Cheat Sheet
• QuickBooks Online vs. Pro/Premier Vs. Enterprise feature matrix
• QuickBooks Version Questionnaire
• QuickBooks Desktop Access Permission Options
• Quickbooks Master Chart of Accounts by Industry
• QuickBooks Inventory features across all versions
• QuickBooks Desktop to QuickBooks Online Conversion Checklist
• QuickBooks Desktop to QuickBooks Online Conversion Spreadsheet

Practice Management, Client On-boarding, and Pricing

• Accounting-and-Bookkeeping-Services-Questionnaire-v.4
• Custom Fixed-Fee Engagement Letter
• Pricing You Accounting Services 35-page guide
• Hector’s Value Pricing Cheat Sheet
• Options Worksheet
• Inventory Client Questionare
• Video Creation/Planning Cheat Sheet