@financialtechlab Avatar @financialtechlab Financial Tech Lab by Clara CFO Group

Financial Tech Lab by Clara CFO Group posts on YouTube about business, how to, accounting, tech the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance technology brands social networks stocks

Social topic influence business, how to, accounting #184, tech #4015, lab #724, tutorial, finance, accounts #1818, update, what is

Top accounts mentioned or mentioned by @claracfocom @financialtechlabold @financialtechlaboldsubconfirmation1 @financialclaritypodcast @financialclaritypodcasthas @ramitsethi @herfirst100k @yourrichbff

Top assets mentioned Intuit Inc. (INTU)

Top Social Posts

Top posts by engagements in the last [--] hours

"Business Budgeting [---] - Learn the basics of business budgeting To get the entire profit planning (strategic budgeting) class mentioned in this video for 50% off go to: https://learn.claracfo.com/profit-planning-workshop-reach-your-goals-in-2022coupon=OVNQ5SG Budgeting in your business is different than budgeting for your personal finances. You need to plan the entire year ahead of time not just the current month We want you to be strategic and thoughtful in planning for the next year's financials so we've put together some budgeting basics and things to think about whether you are a"
YouTube Link 2023-10-12T23:30Z 127K followers, 65.3K engagements

"How to Create a Cash Flow Forecast (in under [--] minutes) FREE TEMPLATE Get your FREE cashflow template here: https://claracfo.com/cashflow Predicting cash flow (aka forecasting cash flow) is one of the most critical tasks any small business owner can do to help their financial stability. A good cash flow forecast can help you make decisions plan ahead for cash shortfalls scenario plan and identify financial problems with enough time to make changes Update your cash flow forecast at least monthly for best results To learn more about CFO services for B2B services providers making over $1M in"
YouTube Link 2023-06-29T23:00Z 127K followers, 149.4K engagements

"Quickbooks Basics: How To Use Quickbooks Online 🔢 QuickBooks Online 30% Off for [--] Months plus 30-day Free Trial https://claracfo.com/QBO Get organized with the most popular small business accounting software. **** IMPORTANT **** to get the 30% discount after the trial period you MUST input your credit card information into the system before the trial period ends. You will lose your discount if you do not do this. If you lost your discount email us at hello@claracfo.com and tell us the email you used to sign up and we can get the discount applied manually. Get the QBO Optimization Checklist"
YouTube Link 2022-02-24T17:00Z 127K followers, 695.5K engagements

"Customize Your Chart of Accounts in QuickBooks Online (2025) Get the COA template: financialtechlab.com/COA For a free [--] day trial and 30% off for 12-months go to https://www.financialtechlab.com/QBO Learn how to customize the Chart of Accounts in QuickBooks Online (2025) including how to edit accounts use parent and sub-accounts enable account numbers batch edit and import a complete chart from Excel or Google Sheets. This tutorial also covers how to use a standardized numbering system to keep financial data clean and organized. Jump to: 0:00 - Intro: Why the Chart of Accounts matters 2:57"
YouTube Link 2025-12-03T04:30Z 127K followers, [----] engagements

"FDIC's EDIE tool - Know EXACTLY how much FDIC Insurance Covers You might think that FDIC insurance is really straight forward and that you have $250000 in coverage from the FDIC. That's a good starting point BUT there's more to know You can have up to $250k per account category per institution But what does that mean We look at the FDIC's EDIE tool in this video that will help you calculate EXACTLY how much FDIC insurance coverage you have. Hannah will show you have to use the EDIE tool and things to think about to increase your coverage limits and protect your money Learn more about FDIC"
YouTube Link 2023-03-24T18:43Z 127K followers, [---] engagements

"How Inventory Works in Quickbooks Online (QBO) If you want to use the Inventory module in QBO you need to have the QBO Plus subscription or higher. If you need a new QBO account make sure you get the best deal on QBO for a full year here: www.claracfo.com/QBO Inventory is anything that you buy from vendors (or make yourself) and sell to customers. Knowing how inventory works in QBO can help you track measure and report your inventory correctly. This video will help you understand how inventory flows through QBO. 0:00 Inventory overview 1:20 Screenshare of QBO - where to find inventory 2:34"
YouTube Link 2023-05-11T23:00Z 127K followers, 106.6K engagements

"What is Gross Profit Financial basics - Part [--] #shorts #cpa"
YouTube Link 2022-10-25T18:56Z 127K followers, [----] engagements

"Profit and Loss statement - what is it Financial Basics - Part [--] #shorts #cpa Check out the whole playlist here: https://youtube.com/playlistlist=PLUcXTCG4ArAk8XzLG8eAGJsnE-2eUAs_S ________________________________________________________________________________________________ 💲 Need an accounting system We use Quickbooks Online with clients and recommend it as the best accounting system for small businesses. Sign up to get a discounted subscription for [--] months https://claracfo.com/QBO 🙋♀Got Employees Talk to Justworks They can help you if you are a small business owner or an accountant"
YouTube Link 2022-10-20T22:21Z 127K followers, 26.4K engagements

"How FDIC Insurance Really Works for Your Business Bank Account (and How to Get MORE Coverage) Resources mentioned: 💵Get a $100 sign up bonus when you set up a new Relay account and fund it with at least $100 To learn more go to https://www.claracfo.com/relay ✅How to Set Up a Business Bank Account with Relay: https://youtu.be/TcQ-v5N9drA 📊Use the FDIC's EDIE calculator: https://edie.fdic.gov What happens to your business bank account if your bank fails In this video Hannah Smolenski CPA and founder of Clara CFO Group breaks down FDIC insurancewhat it is what it covers and how small business"
YouTube Link 2025-04-30T23:00Z 127K followers, [---] engagements

"How To Do One Month of Bookkeeping in Quickbooks Online [----] version For a free [--] day trial and 30% off for 12-months go to https://www.financialtechlab.com/QBO See exactly what it takes to complete one full month of bookkeeping in QuickBooks Online using the new [----] interface. This walkthrough covers reviewing your bank feed categorizing transactions reconciling accounts and running final reportseverything needed to officially close your books for the month. Jump to: 0:00 Intro 1:09 About Financial Tech Lab 1:47 How to get QuickBooks Online at a discount 2:09 Overview: Monthly bookkeeping"
YouTube Link 2025-11-11T00:00Z 127K followers, 49.7K engagements

"Get Started with Accounts Payable and Bill Pay in QuickBooks Online For a free [--] day trial and 30% off for 12-months go to https://www.financialtechlab.com/QBO QuickBooks Online has built-in tools for accounts payable and bill pay but theyre not always as straightforward as they look. Youll see how to enter and upload bills review auto-filled data schedule payments and match bill payments in the bank feed. Well also cover where QuickBooks bill pay works well and where it can start to feel limiting as your processes grow. A practical look at QuickBooks Online AP so you can decide if it fits"
YouTube Link 2026-01-27T00:00Z 127K followers, [----] engagements

"BOI Reporting Update March 2025: No More Filing for U.S. Citizens & Domestic Reporting Companies FinCEN Notice: https://www.fincen.gov/news/news-releases/fincen-not-issuing-fines-or-penalties-connection-beneficial-ownership U.S. Treasury Press Release: https://home.treasury.gov/news/press-releases/sb0038 Big news The U.S. Department of Treasury and FinCEN have announced that U.S. citizens and domestic reporting companies will no longer be required to file Beneficial Ownership Information (BOI) reports. This means no fines no penalties and no need to comply with the March [--] [----] deadline. ⚠"
YouTube Link 2025-03-11T00:00Z 127K followers, 19.1K engagements

"What's Better for your business - Loans vs Lines of Credit EXPLAINED Business owners often wonder whether they should get a loan or a line of credit for different business situations. Both are debt instruments that can be used strategically to really help a small business financially. What are the difference between loans and lines of credit and when should you use each That's what this video will help you with 0:00 Notice anything new 1:01 Debt Instruments 2:18 What is a Loan 4:42 Amortization Schedule 6:04 Revolving Line of Credit 9:05 Tip for Lines of Credit 10:20 Summary of differences"
YouTube Link 2023-06-15T22:00Z 127K followers, 43.7K engagements

"How to do a full month of bookkeeping in QBO full tutorial Do you have Quickbooks Online (QBO) but don't know how to do the bookkeeping If you aren't ready to hire a bookkeeper yet and want to DIY this is for you Or maybe you are doing it but you aren't sure if you are really doing it right This video shows you how to do a full month's worth of bookkeeping in under [--] minutes with REAL business data If you want to get started and want to secure a 30% discount for an entire year go here: https://claracfo.com/QBO **** IMPORTANT **** to get the 30% discount after the trial period you MUST input"
YouTube Link 2022-09-30T17:08Z 127K followers, 897.3K engagements

"Will Quickbooks Online replace your expensive CRM QuickBooks Online has been expanding beyond accounting especially after Intuits Mailchimp acquisition. That raises a bigger question about where the platform is headed. This walkthrough explores the Customer Hub in QuickBooks Online including leads estimates proposals contracts appointments and reviews. The focus is on how these tools actually work together and what kinds of workflows they support today. Jump to: 0:00 Why Intuit + Mailchimp sparked the CRM question 1:06 Is there a CRM inside QuickBooks Online 1:34 Customer Hub overview and"
YouTube Link 2025-12-30T00:00Z 127K followers, [----] engagements

"Customize your Chart of Accounts in QBO - Best Practices from a CFO 🔢 QuickBooks Online 30% Off for [--] Months plus 30-day Free Trial https://claracfo.com/QBO Get organized with the most popular small business accounting software. Grab your FREE Chart of Accounts Example here: https://claracfo.podia.com/example-chart-of-accounts This chart of accounts example is in QBO. Need to get QBO set up for your business Save money & grab a [--] month discount here: https://claracfo.com/QBO What is the chart of accounts It's the LIST of available categories you can put your transactions in an accounting"
YouTube Link 2022-03-04T00:00Z 127K followers, 144.6K engagements

"How to Read and Understand a Balance Sheet - Business Financial Literacy The Balance Sheet is a critical financial statement that every small business owner should be comfortable reading. It shows what a business owns and what they owe at any point in time. However it can be confusing if you don't know what SHOULD be on a balance sheet vs. an income statement. This video is going to show you how to understand what's on any business balance sheet The balance sheet will show: Assets Liabilities and Equity. Hannah breaks down the statement section by section so that you can confidently know what"
YouTube Link 2023-02-24T14:00Z 127K followers, 23.9K engagements

"Before you apply for PPP2 watch this First and Second Draw - Maximize your PPP loan amount Get the full course here: https://claracfo.podia.com/applying-for-ppp2-how-to-calculate-your-loan-amount The Economic Aid Act opened up another $284 billion in funding for the Paycheck Protection Program (PPP). This round is opening up for applications the week of January 11th and we want borrowers to be ready. Lenders will open up portals this week in a staggered manner (community banks first) to allow for harder-hit areas and businesses to apply first. But the biggest concern we have is.are borrowers"
YouTube Link 2021-01-11T15:53Z 125K followers, 28.6K engagements

"How to pay your estimated taxes online Pay your taxes here: https://www.irs.gov/payments Find more resources for your small business HERE: http://learn.claracfo.com/ -------------------------------------------------------------------------------------------------------------------------------------------- 💲 Need an accounting system We use Quickbooks Online with clients and recommend it as the best accounting system for small businesses. Sign up to get a discounted subscription for [--] months https://claracfo.com/QBO 🙋♀Got Employees Need a payroll company that knows what small businesses"
YouTube Link 2022-04-15T17:44Z 125K followers, 16.8K engagements

"Best QuickBooks Online Alternatives for [----] Xero FreshBooks & Puzzle Reviewed Try Xero with 90% off for six months: www.claracfo.com/xero Try Freshbooks with 70% off for four months: https://claracfo.com/freshbooks Looking for an alternative to QuickBooks Online In this video we break down the top QuickBooks alternatives for small businesses in [----] Whether you're frustrated with QuickBooks or just want to explore your options we've got you covered. Well be reviewing Xero FreshBooks and Puzzlethree cloud-based accounting platforms tailored for small business owners. We'll discuss key"
YouTube Link 2025-03-17T23:00Z 120K followers, [----] engagements

"How to Use QuickBooks Online NEW Bank Feed [----] Update & Walkthrough For a free [--] day trial and 30% off for 12-months go to https://www.financialtechlab.com/QBO QuickBooks Online has rolled out a new bank feed view in [----] and it will look different from what youre used to. This update changes how transactions are categorized matched and posted so staying ahead of the rollout is key. In this video Hannah Smolinski walks through the updated QuickBooks Online interface compares it to the old version and shows how to navigate the new features that all users will see by October [----]. Jump to:"
YouTube Link 2025-11-04T00:00Z 123K followers, [----] engagements

"My Simple and Effective Banking Structure for Small Businesses Get your FREE Download of the graphic: https://claracfo.com/bankflow Get a $100 sign up bonus when you set up a new Relay account and fund it with at least $100 To learn more go to https://www.claracfo.com/relay If you're a small business owner consultant or growing entrepreneur having a clear banking structure is essential for managing cash flow efficiently. In this video I walk you through my simple yet scalable banking system that works for businesses at any stagefrom solo entrepreneurs to companies earning over a million"
YouTube Link 2025-02-12T16:38Z 120K followers, [----] engagements

"Owners draw are different from other business expenses #cpa #ownersdraw #smallbusinessowner"
YouTube Link 2024-04-26T03:33Z 121K followers, [----] engagements

"Use QBO Bank Feed Rules to speed up your Bookkeeping For a free [--] day trial and 30% off for 12-months go to https://www.financialtechlab.com/QBO Recurring transactions dont need to slow bookkeeping down. This walkthrough shows how to use bank rules in QuickBooks Online to automate categorization clean up the bank feed and speed up monthly workflows. From simple vendor rules to more advanced conditions see how rules eliminate repetitive tasks and make QBO more efficient. 0:00 Intro 0:31 What bank rules do in QuickBooks Online 1:32 Navigating to bank feeds & rule setup 2:01 Creating a"
YouTube Link 2025-12-09T00:00Z 122K followers, [----] engagements

"PPP Update - Program Extension to August 8th Money Still Available for Small Businesses On July 4th President Trump signed into law bill S. [----] ( A bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act and for other purposes.) https://www.congress.gov/116/bills/s4116/BILLS-116s4116enr.pdf This bill extended the Paycheck Protection program deadline from June 30th to August 8th. The PPP had about $129 billion left in funding at the time of the deadline closure so the program"
YouTube Link 2020-07-06T16:03Z 121K followers, [----] engagements

"Rolling Forecast vs. Budget - Differences EXPLAINED Have you ever wondered how a rolling forecast and a budget are different Well we've gotten this question a lot and Hannah explains in this video. Budgets have a purpose and so do rolling forecasts. They are similar - but different How should you be using each one We tackle these questions and show you how a rolling forecast works very practically in this video. To learn how to create a budget for each line item watch this comprehensive tutorial: https://youtu.be/jK4D1JeT6iE To learn more about CFO services for B2B services providers making"
YouTube Link 2023-11-03T03:09Z 125K followers, 40.5K engagements

"Loan Applications for PPP Borrowers - [----] and 2483-SD EXPLAINED by a CPA The Economic Aid Act opened up another $284 billion in funding for the Paycheck Protection Program (PPP). This round is opening up for applications the week of January 11th and we want borrowers to be ready. Lenders will open up portals this week in a staggered manner (community banks first) to allow for harder-hit areas and businesses to apply first. The SBA released two new applications for borrowers - one for those getting their first time ever PPP loan (2483) and one for second draw borrowers (2483-SD). These two"
YouTube Link 2021-01-12T06:18Z 122K followers, 14.9K engagements

"My #1 tip for planning for uncertainty in business Get help with cash flow forecasting here: Cash Flow video: https://youtu.be/8Fa99diZLs8 Cash Flow Workshop: https://learn.claracfo.com/increase-cash-flow-workshop Workshop Bundle: https://learn.claracfo.com/path-to-cash-workshop-bundle"
YouTube Link 2022-06-24T15:28Z 121K followers, [----] engagements

"Owners Distributions for Taxes We pay so many different kinds of taxes in our business - where should they show up on our financial statements Some taxes go on the profit and loss statement as an expense and some are considered an owner's distribution - but why And how do we know which is which This video will help clear up the confusion about tax payments and where you should code them in your accounting system. To learn more about CFO services for B2B services providers making over $1M in annual revenue go to: https://claracfo.com/services Here are some of the tools I trust and recommend to"
YouTube Link 2024-05-09T23:00Z 123K followers, [----] engagements

"Are you eligible for PPP2 Get Ready Free download for gross receipts test spreadsheet See Spreadsheet HERE: https://claracfo.podia.com/ppp-budget-planning The $900 Billion stimulus bill has now been signed by the president and we are planning for more PPP loans and more PPP money. "PPP2" as we are affectionately calling this next round basically the same once you get it but the eligibility for these loans is more stringent than the first. Some big questions people are asking now: Am I eligible for more money - MAYBE Watch the video to see if you are eligible for PPP2 Can I get more PPP money"
YouTube Link 2021-01-04T16:00Z 121K followers, 16.4K engagements

"How to share access with users and accountants in QBO #cpa #QBO"
YouTube Link 2023-01-20T04:13Z 122K followers, [----] engagements

"Cash Flow And Profit Coaching Our bundle of workshops is on sale through June 29th - act now for this deal https://learn.claracfo.com/path-to-cash-workshop-bundle Price goes to $495 after June 29th Hannah answers your questions about all things cash flow profit and our limited-time bundle offer"
YouTube Link 2022-06-28T08:44Z 121K followers, [----] engagements

"1099 Basics for Small Businesses: Who Needs One & How to Prepare Resources mentioned: An update article on 1099s by the Dancing Accountant: https://www.msn.com/en-us/news/other/when-do-i-have-to-issue-a-1099-form-to-someone-i-paid/ar-AA1m4Ubf End-of-year [----] season is here In this video Hannah covers everything you need to know about issuing 1099s as a small business owner. Learn who needs to receive a [----] how to prepare and the key differences between 1099-MISC and 1099-NEC forms. In this video you will find: 0:00 Intro 1:58 What is a [----] Explanation & Purpose 2:18 Key Forms: 1099-NEC vs."
YouTube Link 2024-12-24T00:00Z 121K followers, 12.6K engagements

"How to Apply for PPP Loan Forgiveness Sole Proprietors and Independent Contractors Are you an independent contractor or sole proprietor with no employees and curious WHY you have to fill out the crazy-long PPP forgiveness application Well sorry but we all do However I strip it down here to just what matters most to sole proprietors schedule C filers and independent contractors who have NO EMPLOYEES. The PPP Loan Forgiveness Application can be found here: https://www.sba.gov/sites/default/files/2020-05/3245-0407%20SBA%20Form%203508%20PPP%20Forgiveness%20Application.pdf Sole props/ICs need to"
YouTube Link 2020-05-25T02:00Z 121K followers, 21.4K engagements

"What is the Statement of Cash Flows Financial Basics - Part 11"
YouTube Link 2022-11-04T19:38Z 123K followers, 52.5K engagements

"What are Operating Expenses Financial Basics - Part 9"
YouTube Link 2022-10-26T17:22Z 123K followers, [----] engagements

"Eliminate estimated tax headaches #cpa"
YouTube Link 2023-01-11T22:02Z 121K followers, [----] engagements

"7 Non-Payroll Costs allowable under PPP - New eligible expenses under Economic Aid Act Remember that you can spend UP TO 40% of your PPP loan on non-payroll costs. In this video we go through all the allowable non-payroll costs that you can use the money for. If you spend 100% on payroll then you don't need to include any of these costs in your forgiveness application for PPP. BUT if you do want to use non-payroll costs this is what you can include (with limits of course): 1) Mortgage interest 2) Rent 3) Utilities 4) Business operations expenditures (what the heck is that I explain in the"
YouTube Link 2021-02-15T15:57Z 121K followers, 15.9K engagements

"QuickBooks Reporting Tutorial [----] - with the NEW modern view For a free [--] day trial and 30% off for 12-months go to: https://www.financialtechlab.com/QBO New User Interface Changes in QBO + Tutorial for 2025: https://youtu.be/y0oz_we6ewc QuickBooks Online reports are powerful when used correctly and this walkthrough makes the core reports easy to understand. This video breaks down the best QBO reports to reviewprofit and loss balance sheet AR aging AP aging customer reports and more. Learn how to adjust reporting periods switch between classic and modern layouts compare periods save custom"
YouTube Link 2025-11-25T00:00Z 122K followers, [----] engagements

"Big Changes Coming To This Channel Big news the Clara CFO Group channel is officially becoming Financial Tech Lab. After careful strategic analysis it became clear that this channel has always been where viewers turn for QuickBooks tutorials software walkthroughs and accounting technology that helps small business owners and bookkeepers work smarter. Rather than separating that content were bringing everything under one clear focused channel Financial Tech Lab to make it easier to learn grow and find the tools that support your business. A new Clara CFO Group channel will also launch soon"
YouTube Link 2025-10-21T23:00Z 121K followers, [----] engagements

"PPP and Stimulus Package Update and Q&A - October [--] [----] (LIVE STREAM) Thanks to everyone who joined my live video this Friday October [--] [----]. The biggest focus of this time was to update everyone on the status of a PPP standalone bill and a second stimulus package likelihood. We also had a Q&A session for some of the questions on the live stream. PPP forgiveness activity is increasing as the banks are beginning to open up forgiveness portals and starting to notify customers. However borrowers with loans less than $50k can use the 3508S form but many banks are not yet ready to accept those"
YouTube Link 2020-10-23T20:14Z 121K followers, [----] engagements

"Demystifying Equity on the Balance Sheet If you've ever looked at your balance sheet and tried to make sense of the Equity Section and couldn't.you aren't alone Equity is the most confusing part of the balance sheet for most small business owners but NOT ANYMORE In this video Hannah explains what you will see on a typical small business equity section and what it SHOULD look like. She also goes over some best practices and even shows you how to fix an equity section that has been neglected for years. To learn more about CFO services for B2B services providers making over $1M in annual revenue"
YouTube Link 2023-07-06T23:00Z 125K followers, 19.8K engagements

"How to use Bank Feeds in QBO - [----] 🔢 QuickBooks Online 30% Off for [--] Months plus 30-day Free Trial https://claracfo.com/QBO Get organized with the most popular small business accounting software. "Bank Feeds Banking Transactions Classifying Transactions or Banking section" - everyone calls this something different in QBO but this video is all about HOW TO USE IT and how to make sure you don't mess up your QBO file in the process. In this video Hannah shows you how to use bank feeds in QBO by covering: - How to match transactions - Best practices for adding transactions - How to add match"
YouTube Link 2022-03-11T00:15Z 122K followers, 110.8K engagements

"How to calculate estimated taxes - 1040-ES Explained Calculator Available Get your copy of the Estimated Tax Worksheet here for $19: https://learn.claracfo.com/calculating-estimated-taxes-2024-2025 Get the IRS form 1040-ES here: https://www.irs.gov/pub/irs-pdf/f1040es.pdf To learn how to pay estimated taxes watch this video: https://youtu.be/qtI7M3TeC0w Don't let estimated tax payments give you headaches anymore In this video we demystify the process of estimating taxes and the IRS form 1040-ES. We go over: - Why we need to pay estimated taxes - When are estimated taxes due - What minimums we"
YouTube Link 2022-01-07T00:00Z 125K followers, 72K engagements

"Another way your business can make passive income #passiveincomeforbusiness"
YouTube Link 2023-06-15T16:09Z 121K followers, [----] engagements

"Financial basics for your small business coming your way #shorts #cpa It's time to go back to basics Financial basics that is Check out the whole playlist here: https://youtube.com/playlistlist=PLUcXTCG4ArAk8XzLG8eAGJsnE-2eUAs_S ________________________________________________________________________________________________ 💲 Need an accounting system We use Quickbooks Online with clients and recommend it as the best accounting system for small businesses. Sign up to get a discounted subscription for [--] months https://claracfo.com/QBO 🙋♀Got Employees Talk to Justworks They can help you if"
YouTube Link 2022-10-14T21:14Z 121K followers, [----] engagements

"Profit and Loss in [--] seconds using QBO Subscribe for more Small Business Finance content from Clara CFO Group 💲 Need an accounting system We use Quickbooks Online with clients and recommend it as the best accounting system for small businesses. Sign up to get a discounted subscription for [--] months https://claracfo.com/QBO 🙋♀Got Employees Need a payroll company that knows what small businesses need We recommend Gusto as the best small business payroll provider. Sign up for $100 gift card after you run your first payroll: https://claracfo.com/gusto 💸Pay vendors any way they want and get"
YouTube Link 2022-03-29T17:00Z 122K followers, [----] engagements

"American Rescue Plan Act - What Small Businesses need to know about ARPA [----] The American Rescue Plan Act (aka ARPA) was signed into law on March [--] [----]. This $1.9 trillion economic aid package contained tons of tax credits stimulus checks and other stimulus efforts to help individual tax payers. However small businesses weren't entirely left out of ARPA. This video summarizes the key programs in ARPA that affect small businesses: - Updates to PPP - Extension of ERTC (aka ERC) (employee retention tax credits) - Restaurant revitalization fund - Adjustments to the shuttered venues grants -"
YouTube Link 2021-03-26T14:30Z 122K followers, [----] engagements

"Improve your revenue reporting with this QBO trick For a free [--] day trial and 30% off for 12-months go to https://www.financialtechlab.com/QBO Most businesses lump all income into one sales line and that hides whats actually driving revenue. In this video we'll walk through how to use Products & Services in QuickBooks Online to break out service income properly so your P&L actually tells you something useful. Well cover how to map services to the right income accounts create invoices that code correctly and see the results directly on your Profit & Loss. This is one of the easiest ways to"
YouTube Link 2025-12-16T00:00Z 123K followers, [----] engagements

"QuickBooks Onlines BIGGEST Change in Years (Full Walkthrough) Subscribe to @FinancialTechLab_old: https://www.youtube.com/@FinancialTechLab_oldsub_confirmation=1 Get the Cash Flow Forecast Spreadsheet: https://learn.claracfo.com/cash-flow-forecast QuickBooks Online is undergoing a major redesign in [----] with the new interface beginning it's roll out in July and the classic view scheduled for retirement in October. This update changes how users navigate dashboards transactions reports and integrationsmaking it essential to get familiar with the new layout before the switch happens. This video"
YouTube Link 2025-08-25T23:00Z 125K followers, [----] engagements

"Owners Distributions: What You Need to Know Owners of pass-through entities (Sole Proprietors LLCs Partnerships S-Corps) will take distributions from the business in order to compensate themselves for the work they do and the profit the business makes. That's great But many business owners don't understand the mechanics of how draws work and how to find their draws on the financial statements. In this video you will learn: 0:00 Confusion on owner's pay 1:17 Why do owners take draws 1:58 Is it an expense 3:02 Flow through entities 5:20 Where to find draws on financials 7:00 Profit before"
YouTube Link 2024-04-18T23:00Z 123K followers, 12.3K engagements

"Who needs a [----] 1099-NEC Explained Error Correction: There was a version of this video that stated that lawyers/attorneys would need a [----] regardless of the amount paid (i.e. even if it was under $600). That is INCORRECT. Only payments made over $600 need a [----] - even for lawyers. This has been edited out of the video. However one thing you need to keep in mind for lawyers is that you need to send a [----] to them even if they are a corporation. All other contractors can be excluded from [----] reporting if they are a corporation (S or C Corp). [----] reporting is due January 31st for all"
YouTube Link 2022-01-13T21:30Z 121K followers, 35.8K engagements

"Our CFO Accounting Tech Stack for Small Businesses Videos mentioned: What can Jirav really do A demo of the FP&A platform: https://youtu.be/jsCkmprZnM8 How to do Stuff in QBO Playlist: https://www.youtube.com/playlistlist=PLUcXTCG4ArAlATaIlyGPM94PEs_icwSFb Links we mentioned: QuickBooks: https://claracfo.com/QBO - Get a free [--] day trial plus 30% off for a FULL YEAR Justworks: https://claracfo.com/Justworks Right Tool: https://righttoolpro.com/register - use the code CLARACFO for 20% off the monthly price and ClaraCFO100 for 20% off the annual price Harvest: https://claracfo.com/Harvest - Get"
YouTube Link 2024-07-08T23:00Z 122K followers, [----] engagements

"How to pay estimated quarterly taxes to the IRS Get your copy of the Estimated Tax Worksheet here for $19: https://learn.claracfo.com/calculating-estimated-taxes-2024-2025 Get the IRS form 1040-ES here: https://www.irs.gov/pub/irs-pdf/f1040es.pdf Watch the video showing how to calculate estimated taxes here: https://youtu.be/eFsL0LKPSYo Timestamps for the video: 0:00 Introduction 3:20 Options for paying taxes 8:08 Where to mail checks 9:30 Showing options on IRS payment website 15:45 EFTPS portal Quarterly estimated tax payments are simply a way to prepay your tax debt. The IRS requires these"
YouTube Link 2022-06-09T22:15Z 121K followers, 21.2K engagements

"Documenting PPP Loan Forgiveness - 3508S Application EVERYTHING you need to know (1 out of 3) Now that banks are accepting applications for PPP forgiveness you may want to know: What do the banks need to see What documents do I need to prepare What will they ask for Do you have a loan under $50k Well this video is for you as you learn how to document your PPP spending and use the 3508S form for applying for forgiveness. All those questions are answered in this video Payroll and non-payroll costs are documented differently but this will get you perfectly prepared to apply for forgiveness."
YouTube Link 2020-11-18T14:30Z 122K followers, 12.2K engagements

"My Favorite Personal Finance App for Small Business Owners - Monarch Money Sign up for Monarch and get an extended 30-day free trial: https://claracfo.com/monarch Looking for an intuitive and powerful personal finance tool In this video we take a deep dive into Monarch Money exploring its budgeting forecasting and reporting features. We'll walk you through how to set up your accounts track expenses and optimize your financial planningwithout the hassle of spreadsheets. In this video you will find: 00:00 Introduction and Channel Overview 01:33 Monarch Money Overview 01:42 Setting Up Monarch"
YouTube Link 2025-02-19T00:00Z 120K followers, [----] engagements

"QuickBooks Online Invoicing Made Super Simple (New Interface Walkthrough) For a free [--] day trial and 30% off for 12-months go to https://www.financialtechlab.com/QBO Invoicing is one of the fastest ways to improve cash flow and QuickBooks Online makes it easier than most people realize. This walkthrough shows exactly how to create customize send and manage invoices using the new QuickBooks Online interface released in [----]. From setting payment terms and deposits to enabling reminders late fees and recurring payments everything is broken down step by step so nothing gets missed. Jump to:"
YouTube Link 2025-12-23T00:01Z 123K followers, [----] engagements

"CFO Book Recommendations - part 5"
YouTube Link 2023-05-31T23:36Z 122K followers, [----] engagements

"What is Revenue Financial Basics - Part [--] #shorts #cpa Check out the whole playlist here: https://youtube.com/playlistlist=PLUcXTCG4ArAk8XzLG8eAGJsnE-2eUAs_S ________________________________________________________________________________________________ 💲 Need an accounting system We use Quickbooks Online with clients and recommend it as the best accounting system for small businesses. Sign up to get a discounted subscription for [--] months https://claracfo.com/QBO 🙋♀Got Employees Talk to Justworks They can help you if you are a small business owner or an accountant or advisor who works"
YouTube Link 2022-10-19T20:10Z 122K followers, [----] engagements

"CFO book recommendations for small business owners - Part 1"
YouTube Link 2023-05-27T21:56Z 122K followers, [----] engagements

"QuickBooks Online Setup in Minutes Faster Than Ever (2025) For a free [--] day trial and 30% off for 12-months go to https://www.financialtechlab.com/QBO This updated QuickBooks Online setup guide walks through the new AI-powered onboarding so getting started is fast simple and accurate. The video covers choosing the right QBO plan creating a clean company file connecting bank and credit card feeds customizing a chart of accounts for better reporting and dialing in invoicing so payments can run smoothly from day one. Jump to: 0:00 Intro: Can you DIY QuickBooks setup 0:43 Why every business"
YouTube Link 2025-11-18T00:00Z 126K followers, [----] engagements

"What is the balance sheet Financial Basics - Part [--] #shorts #cpa It's time to go back to basics What is a Balance Sheet This is part [--] in our financial basics series. Check out the whole playlist here: https://youtube.com/playlistlist=PLUcXTCG4ArAk8XzLG8eAGJsnE-2eUAs_S ________________________________________________________________________________________________ 💲 Need an accounting system We use Quickbooks Online with clients and recommend it as the best accounting system for small businesses. Sign up to get a discounted subscription for [--] months https://claracfo.com/QBO 🙋♀Got Employees"
YouTube Link 2022-10-14T21:27Z 126K followers, 58.1K engagements

"Why my company is leaving Gusto. Watch the full video about PEOs here: https://youtu.be/VasHBtnMjn8 Learn more about Justworks: https://claracfo.com/justworks A PEO can offer payroll tax compliance HR support benefits administration and access to big company benefits not normally available to small employers. A great PEO can help you grow your team faster and with less headache and burden of compliance For accountants a client with a great PEO can help make sure you don't get stuck in an accidental HR or benefits role No more scope-creep into HR-related tasks when your clients have a PEO on"
YouTube Link 2022-08-02T23:05Z 126K followers, 13.7K engagements

"What is a healthy profit margin for small business Small businesses need to make a profit in order to produce positive cash flow. Without profit your business is just a hobby But how much profit is enough to run your small business What should we be shooting for when it comes to an ideal profit margin This video gives specific targets for service-based small business owners. 0:00 Labor efficiency ratio 0:19 What should your profit % be 1:04 Profit percentage minimum 1:35 Profit percentage calculation 1:50 Why 15% minimum 2:30 Hobby or business 3:50 New breakeven 4:12 Argument for 20% 4:50 LER"
YouTube Link 2024-03-14T23:00Z 126K followers, 21.3K engagements

"What is an EIN and how to get one Getting an EIN is required with you want to start employing people in your business but it is also a good way to separate your personal tax ID from your business tax ID We recommend all companies have an EIN even if they don't plan to hire Good news is that it is FREE to do and you can do it yourself on the IRS website: https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online If you want expert support with obtaining an EIN you can go to Corpnet for EIN support: https://claracfo.com/Corpnet In this"
YouTube Link 2024-08-12T23:00Z 126K followers, 17.6K engagements

"What is cost of goods sold (COGS) Financial Basics - Part [--] Check out the whole playlist here: https://youtube.com/playlistlist=PLUcXTCG4ArAk8XzLG8eAGJsnE-2eUAs_S ________________________________________________________________________________________________ 💲 Need an accounting system We use Quickbooks Online with clients and recommend it as the best accounting system for small businesses. Sign up to get a discounted subscription for [--] months https://claracfo.com/QBO 🙋♀Got Employees Talk to Justworks They can help you if you are a small business owner or an accountant or advisor who"
YouTube Link 2022-10-21T16:44Z 126K followers, 17.6K engagements

"What is a PEO A CFO explains the features and benefits Learn more about Justworks: https://claracfo.com/justworks What is a PEO The simple answer is Professional Employer Organization but you probably want to know what it can DO for you. This video describes what you need to know to determine if a PEO could be right for your business and clients 0:00 Introduction 1:15 PEO explained 2:35 Co-employment explained 3:40 Introducing Justworks 6:02 How Co-employment works 10:58 Case study 13:05 ROI and efficiency of PEO 16:00 Have questions A PEO can offer payroll tax compliance HR support benefits"
YouTube Link 2022-07-28T23:00Z 126K followers, 11.6K engagements

"What's the difference between a CPA Bookkeeper and a CFO Accounting Services Explained Theres a lot of confusion in the business world about accounting services and what accountants ACTUALLY do. So this video is all about helping break down what a bookkeeper vs EA vs CPA vs CFO actually does so that you can be more confident about WHO you need in your organization to help you succeed financially. We cover Bookkeepers Full Charge Bookkeepers tax preparers Enrolled Agents (EAs) CPAs and CFOs in this video. What are they.and who do YOU need Note: I am hard on my industry sometimes.but I love you"
YouTube Link 2021-07-09T15:09Z 126K followers, 11.6K engagements

"Everything you need to know about filing Form 1099-NEC in [----] For 15% off your order go to https://www.Financialtechlab.com/tax1099 and use code: TECHLAB15 [----] season doesnt have to be confusing. This breaks down exactly what a 1099-NEC is who actually needs to receive one common exemptions that trip people up and the real deadlines for [----]. We also walk through why e-filing is the smartest move and shows how to file step-by-step using Tax1099 to save time and avoid IRS headaches. Jump to: 0:00 What a 1099-NEC is and why it exists 1:52: Sponsor: Tax1099 2:43 Who needs a 1099-NEC (and who"
YouTube Link 2026-01-06T22:43Z 126K followers, [----] engagements

"Melio Review: A Better Accounts Payable Alternative to QuickBooks Melio Free [--] Day Trial: financialtechlab/melio Melio is one of the most talked-about alternatives to QuickBooks bill pay but does it actually solve real accounts payable problems This walkthrough breaks down Melio pricing ACH limits vendor payments bill uploads and how it really works with QuickBooks Online. Youll see where Melio shines where it falls short and which types of businesses it actually makes sense for. Jump to: 00:00 Intro: Why Look Beyond QuickBooks Bill Pay 01:00 Melio Dashboard Overview (Vendors Bills Payments"
YouTube Link 2026-02-10T00:00Z 126K followers, [---] engagements

"Cash Basis vs. Accrual Basis Accounting Explained: Which Is Right for Your Business Confused about cash basis and accrual basis accounting You're not alone In this video Hannah dives deep into these two fundamental accounting methods. She breaks down their differences in a clear and straightforward way helping you understand how each method works and the impact they can have on your business's financial reporting. Whether you're a small business owner trying to keep your books straight or just looking to improve your financial literacy this video will guide you through choosing the best"
YouTube Link 2024-05-30T23:00Z 126K followers, 12.7K engagements

"Gusto Payroll Demo - New Updates and Features for Small Business Payroll To learn more about Gusto visit https://www.claracfo.com/gusto In this video Hannah shows a detailed walkthrough of the Gusto payroll platform aiming to provide a comprehensive understanding of its functionalities and applications. Hannah delves into the practical aspects of Gusto highlighting its features and demonstrating how it can significantly impact payroll management for businesses. We focus on the nuances of each stage from initial onboarding processes to the intricacies of payroll calculations tax compliance and"
YouTube Link 2023-12-01T01:40Z 126K followers, 27.6K engagements

"What reports are most important CFO shows top QBO reports Need to get QBO set up for your business Save money & grab a [--] month discount here: https://claracfo.com/QBO Get the QBO Optimization Checklist Here: https://claracfo.podia.com/qbo-optimization-checklist Reports are critical for analyzing the progress success and health of a business. But you need relevant reporting before you can "read" if for information We use the reporting side of QBO the most as CFOs so we wanted to share with you the reports that we run all the time with our clients. This will help you confidently use the"
YouTube Link 2022-04-22T00:30Z 126K followers, 15K engagements

"What options to consider when offering Health Insurance as a small business As a small business you may be considering offering health insurance to your employees. This can be a great way to attract and keep talented workers but it's important to understand the options available to you. In this video we discuss the two main types of health insurance plans that are available to small businesses. We hope this information helps you make an informed decision about what's best for your business and employees Find out more about the HRA we mentioned: https://claracfo.com/HRA 00:00 Introduction"
YouTube Link 2022-07-22T15:00Z 126K followers, 20.8K engagements

"NEW QuickBooks Online Tutorial for Beginners in [----] New User Interface Changes to QBO For a free [--] day trial and 30% off for 12-months go to https://www.financialtechlab.com/QBO QuickBooks Online is changing in [----] The new view will change your workflow so it's important to stay updated. This video provides a quick guide on what to expect with the software and how it might impact your small business accounting. In this video Hannah Smolinski walks through the new user interface of QuickBooks Online with the changes that will be effective in October [----] for all accounts. Jump to: 0:00 New"
YouTube Link 2025-10-27T23:01Z 126K followers, [----] engagements

"10 Things your Fractional CFO should be doing for you Get $100 when you sign up for a new Relay account and fund it with at least $100 To learn more go to https://www.claracfo.com/relay To learn more about our CFO services for B2B services providers making over $1M in annual revenue go to: https://claracfo.com/cfo-services/ Cost of Hiring Worksheet: https://learn.claracfo.com/cost-of-hiring-new-employee-or-contractor-2022 Considering hiring a fractional CFO for your small business In this video we break down the essential services every fractional CFO should provide and what sets a top-tier"
YouTube Link 2024-09-02T23:00Z 127K followers, [----] engagements

"How to avoid duplicate transactions in Quickbooks Online (QBO) Duplicates in QBO can be extremely frustrating to the new Quickbooks user and these mistakes take time to fix. Duplicates are often created by accident or misunderstanding of how the system works. This video was made to help you understand how duplicates happen so you can avoid these actions in the future. We have an entire playlist to help you with Quickbooks Online here: https://youtube.com/playlistlist=PLUcXTCG4ArAlATaIlyGPM94PEs_icwSFb Make sure to grab a FREE copy of your QBO optimization checklist here:"
YouTube Link 2023-02-17T00:00Z 127K followers, 87.9K engagements

"Insights into Business Banking with Max Mogollon of Key Bank The world of business banking can feel overwhelming sometimes. We get a lot of questions about what a bank can do to help a small business so I wanted to interview a business banker to ask some of these frequently asked questions. This interview is with Max Mogollon of Key Bank - a bank I use for my own business banking. I have no affiliate or referral relationship with Key Bank but I do appreciate how they work with clients so I asked them if they would come onto the podcast This is a clip from our interview with Max on the"
YouTube Link 2023-09-28T23:00Z 127K followers, [----] engagements

"5 Best Alternatives to QuickBooks Online Accounts Payable (AP & Bill Pay) Melio: https://financialtechlab.com/melio MakersHub: https://financialtechlab.com/makershub Ramp: https://financialtechlab.com/ramp BILL - https://financialtechlab.com/bill Relay Financial: https://financialtechlab.com/relay QuickBooks Online bill pay works until it doesnt. As businesses grow AP needs usually get more complex than what QBO can handle. This video breaks down five accounts payable and bill pay alternatives I see real businesses using as they scale. Youll get a high-level look at what each tool does well"
YouTube Link 2026-02-03T00:01Z 127K followers, [---] engagements

"Clara CFO update: My decision to split the Company Let's take a look behind-the-scenes at Clara CFO Group We're navigating some big changes between our CFO services and YouTube channel. Im sharing the challenges decisions and growth that come with running a businessplus what these changes mean for you as a viewer. In this video you will find: 0:00 Introduction 1:20 Clara CFO Background 3:01 YouTube Channel Growth 5:28 Business Strategy & Audience 7:42 Business Plans 10:29 Whats Next for You To learn more about CFO services for B2B services providers making over $1M in annual revenue go to:"
YouTube Link 2024-08-20T17:00Z 109K followers, [----] engagements

"HRAs for Small Business - what small business owners need to know Find out more about the HRA we mentioned: https://claracfo.com/HRA HRAs (Health Reimbursement Arrangements) are a relatively new way to provide employees with health insurance and have it be a non-taxable benefit to the employee We recommend exploring HRAs when your business is considering health insurance options for your employees. 0:00 Introduction 0:50 HRA Basics 01:45 Important tax benefit 02:40 Employee choice 03:20 Employer can budget 03:40 How does it work 05:30 Spending accountability 06:02 [--] types of HRAs 06:08 QSEHRA"
YouTube Link 2022-08-04T23:15Z 114K followers, [----] engagements

"PPP Fraud Stories - [--] people caught for PPP Fraud - True crime The Paycheck Protection Program (PPP) has helped millions of businesses in the US but it has also been fraught with fraud. The program has been a prime target for fraudsters and people looking to take advantage of the system. PPP fraud is a crime. This video describes true crime stories of individuals who perpetrated white collar crime. Make sure you catch the interview with Jeff Grant about his SBA fraud story: https://youtu.be/5UpkQD09r1o Links to the [--] stories mentioned in this video (in order): 1)"
YouTube Link 2021-05-18T15:00Z 120K followers, 40.8K engagements

"Calculating your PPP1 and PPP2 Loan - BASICS - [----] or [----] What numbers do I use #PPP2 loan calculations can be tricky. Lets break it down. TIP: Do the calculations for both [----] and [----] and determine which is better for you. This clip originally aired at a webinar on Jan 7th [----] hosted by Levelset as sponsored by Upside Financial. Get Hannah's full explanation and detailed spreadsheet on how to calculate the loan amount here: https://claracfo.podia.com/applying-for-ppp2-how-to-calculate-your-loan-amount 💲 Need an accounting system We use Quickbooks Online with clients and recommend it as"
YouTube Link 2023-10-24T09:35Z 62.2K followers, [----] engagements

"Get your stuff before the portal closes May 16th #shorts #eidleloanupdate Log in to the SBA rapid portal here: https://covid19relief1.sba.gov/"
YouTube Link 2022-05-12T21:07Z 117K followers, [---] engagements

"How to Get More Money Into Your Business ASAP Is cash feeling tight in your business 💸 Hannah walks you through FOUR practical and often overlooked ways to unlock hidden money in your business starting today. In this video you will find: 0:00 - Intro 0:45 #1: Accounts Receivable (The Fastest Way to Find Cash) 1:36 How to Pull an AR Aging Report in QuickBooks 3:58 How to Follow Up & Collect Receivables 6:00 #2: Inventory 8:19 #3: Unused Assets 9:35 #4: Is Your Cash Earning Interest 10:41 Wrap-Up: Make Your Cash Work for You To learn more about CFO services for B2B services providers making"
YouTube Link 2025-04-21T23:00Z 112K followers, [----] engagements

"My PPP was deposited into my personal bank account What do I do Did your bank deposit your PPP loan into your personal bank account instead of a business bank account If so this video is for you Learn what you need to do what you can spend the money on and what documentation you need to save This video can be applied to Sole Proprietors Independent Contractors Gig Workers and Self Employed. The "PPP1 and PPP2" tab of this spreadsheet can also be helpful in calculating your best timeline to pay yourself: https://claracfo.podia.com/ppp-budget-planning 💲 Need an accounting system We use"
YouTube Link 2023-10-14T17:02Z [--] followers, 82.5K engagements

"How to record PPP loan forgiveness in QBO (or any accounting system) Yay You got the notice from your bank or the SBA saying the SBA has paid off your loan WOOHOOO but how do you account for it Don't let improper accounting throw off your numbers get you accidentally taxed too much or mislead stakeholders You need to put the PPP loan forgiveness in the RIGHT PLACE in your books and this video shows you how. We reference another accounting for PPP video and you can find that link here: https://youtu.be/iQDYHdx2HMI You can get the free download HERE: https://claracfo.podia.com/pppaccounting"
YouTube Link 2023-10-13T06:09Z [--] followers, 15.7K engagements

"Year-End Payroll for S-Corp Owners: How to Reclassify Draws to W-2 Wages Using Gusto Mentioned in this video: Gusto: www.claracfo.com/gusto RC Reports: www.claracfo.com/rcreports If you're an S-Corp owner who has ONLY taken draws throughout the year and hasn't yet paid yourself in W2 wages it's crucial to reclassify some or all of those draws as W-2 wages to meet IRS requirements and avoid penalties. In this video Hannah guides you step-by-step on how to run an end-of-year payroll using Gusto and explain its financial statement impact. Learn best practices for paying yourself reasonable"
YouTube Link 2024-12-20T00:00Z 111K followers, [----] engagements

"Financial Clarity A property management Company Profitability is a common struggle amongst small business owners. Even businesses that were once profitable can have seasons or years where they struggle. This video explores one small business leaders profitabilityc concerns and we find some significant opportunities being left on the table. If you want to be interviewed like this email us at hello@claracfo.com. To learn more about CFO services go to: https://claracfo.com/cfo-services/ 💲 Need an accounting system We use Quickbooks Online with clients and recommend it as the best accounting"
YouTube Link 2023-05-26T16:29Z 110K followers, [----] engagements

"FinCEN Reacts to Federal Court Decision - What are the BOI Reporting Requirements Now From FinCEN as of 12/31/2024: "In light of a recent federal court order reporting companies are not currently required to file beneficial ownership information with FinCEN and are not subject to liability if they fail to do so while the order remains in force. However reporting companies may continue to voluntarily submit beneficial ownership information reports." Fincen Website: www.fincen.gov/boi Stay up to date with Clara CFO Newsletters Get on the list: www.claracfo.com/newsletter Fincen has said that"
YouTube Link 2024-12-10T20:43Z 117K followers, 106.3K engagements

"How Your Personal Finances Impact Your Business Success Managing personal finances as a small business owner can feel confusing and overwhelming to many. However business owners who can manage their personal finances will be more financially successful in their businesses as well Many business owners do not know how much money they need to run their household. This can lead to underpricing products/services as well as cash flow challenges. This video is meant to help the small business owner who is confused and frustrated with handling their personal finance situation. Hannah uses Monarch as"
YouTube Link 2024-02-16T06:42Z 92.1K followers, [----] engagements

"Why Breaking Even to Avoid Taxes Is Ruining Your Business [--] Jobs of Profit: https://youtu.be/nzEnDeTByEE Too many business owners think avoiding taxes by not making a profit is smart but its not. In this video Hannah Smolinski breaks down why this mindset is damaging your growth your cash flow and your future wealth. She debunks common myths about rich people taxes and what really makes a business successful. Learn the real reason profit matters how it gives you more control and why its essential for building a sustainable business even if it means paying some taxes along the way. In this"
YouTube Link 2025-06-02T23:00Z 114K followers, [----] engagements

"FinCEN Updates BOIR Rules - Help to US Companies and Citizens BOIR Update March [--] [----] Thanks to Relay for sponsoring this video. Relay is offering the Clara CFO community $100 for new accounts opened with a deposit of $100 or more. To learn more about Relay go to https://www.claracfo.com/relay To find the Interim Final Rule discussed in this video go to: https://www.fincen.gov/resources/statutes-regulations/federal-register-notices/beneficial-ownership-information-3 Major BOI Reporting Update from FinCEN (March [--] 2025) U.S.-based small business owners you're officially off the hook In this"
YouTube Link 2025-03-24T23:00Z 110K followers, [----] engagements

"PPP Payroll Costs Comprehensive List - Every allowable PPP payroll costs (application & forgiveness) Many PPP borrowers have been confused about what costs are allowed to be included for the purposes of requesting the PPP loan and also getting it forgiven. This video helps explain all the PPP eligible payroll costs. Whats included in Payroll Costs 1) Gross wages (salaries hourly pay commissions cash tips bonuses tip replacement cash stipends etc) 2) Payment for vacation parental family medical or sick leave (usually shown on payroll reports as separate line items) 3) EMPLOYER Payment for"
YouTube Link 2021-02-09T15:00Z 112K followers, [----] engagements

"What are Liabilities Financial Basics - Part [--] #shorts #cpa Check out the whole playlist here: https://youtube.com/playlistlist=PLUcXTCG4ArAk8XzLG8eAGJsnE-2eUAs_S ________________________________________________________________________________________________ 💲 Need an accounting system We use Quickbooks Online with clients and recommend it as the best accounting system for small businesses. Sign up to get a discounted subscription for [--] months https://claracfo.com/QBO 🙋♀Got Employees Talk to Justworks They can help you if you are a small business owner or an accountant or advisor who"
YouTube Link 2022-10-17T17:02Z 118K followers, [----] engagements

"7 Strategies to Recession-Proof Your Business Small Business Survival Guide Videos mentioned: How to Create a Cash Flow Forecast: https://youtu.be/0BGanYasxn8 Cash Flow Forecast Case Study: https://youtu.be/__Wxnx_QKkI [--] Tips to Increase Cash Flow: https://youtu.be/NUhSqjZcqTc Are you feeling uncertain about the economy and how it might impact your business You're not alone. In this video Hannah Smolinski founder of Clara CFO Group shares [--] practical and thoughtful strategies to help small business owners weather economic downturns preserve cash flow and plan wisely for the future. Whether"
YouTube Link 2025-04-14T23:00Z 112K followers, [---] engagements

"Employee Benefits Overview for Small Businesses in [----] Hiring is one of my clients biggest challenges right now and my guess is that if they are struggling with it you might be too. To stay competitive in this environment you may be realizing that benefits are essential to attracting and keeping top talent. This video will discuss some basics about benefits. 00:00 Introduction 1:07 What are employee benefits 1:43 Cost of Turnover 3:17 Paid time off 4:11 Insurance 4:40 Health Benefits 5:12 Retirement 6:00 Ownership 6:54 Other Benefits 8:30 Survey your employees 10:00 Important Note about"
YouTube Link 2022-07-14T23:00Z 110K followers, 12K engagements

"The Hierarchy of Accounting Needs: A Guide for Growing Businesses Schedule a Discovery Call with us: https://claracfo.as.me/schedule/cb62af97/appointment/9725658/calendar/anyappointmentTypeIds%5B%5D=9725658 Are you stuck wondering what accounting support your growing business really needs In this video Hannah Smolinski CPA and founder of Clara CFO Group introduces the Hierarchy of Accounting Needs a simple strategic framework modeled after Maslows Hierarchy of Needs. Whether you're just starting out or scaling fast this framework shows you how to build a solid financial foundation and what"
YouTube Link 2025-06-16T23:00Z 114K followers, [----] engagements

"50+ Episodes Later Discover the Financial Clarity Podcast for Service-Based Business Owners Episodes mentioned: Greg Crabtree (Simple Numbers Straight Talk Big Profits): https://youtu.be/gSFUUmyNeV0si=Z1aIhXjoAFxatSj6 Amber De La Garza (Productivity Expert): https://youtu.be/fHjDvbEGmfIsi=3EoabakpKbDiCVsC Nancy McClelland (The Dancing Accountant): https://youtu.be/FbOWZPTVdvksi=xcpBzgGC5k4Y0I-z Laura Shiel (Clara CFO Co-Owner): https://youtu.be/tUjlWfRQJKAsi=Dat7wsenuYtX49vq Sanjit Singh (Fractional CRO): https://youtu.be/-KDuP292WD0si=nElT-7qRgOb3liXx Sign up for ClaraCFO Newsletter:"
YouTube Link 2025-05-13T23:00Z 113K followers, [---] engagements

"Track your fixed assets easily in Quickbooks Online (QBO) To get 30% off QBO Advanced for the first year you can sign up here: www.claracfo.com/qbo Tracking fixed assets and the related depreciation can be quite a headache for many business owners. It doesn't have to be anymore QBO has rolled out a fixed asset tracking module and it is available in the Advanced version of the product. Tracking can become automatic once the fixed asset is uploaded into the QBO system. Journal entries are automatically recorded for depreciation and accumulated depreciation is properly tracked. To learn more"
YouTube Link 2024-01-26T01:20Z 91.2K followers, [----] engagements

"Understanding the Income Statement - Every small business owner needs to know this The income statement is the MOST important financial statement (followed closely by the balance sheet). This statement will show you what your business earned and what it spent during a period of time. The income statement (also know as Profit and Loss statement) will show you how profitable your business is as well So much can be learned from the income statement Watch this video to dig in and make sure you catch the balance sheet version too: https://youtu.be/skOzJt50lXk"
YouTube Link 2023-03-10T15:30Z 111K followers, [----] engagements

"Breaking News BOIR Reporting Update as of December [--] [----] - BOIR Required DIY BOIR: https://youtu.be/wrrbNsJvrqo Fincen Website: www.fincen.gov/boi Stay up to date with Clara CFO Newsletters Get on the list: www.claracfo.com/newsletter Fincen has updated the deadlines for BOI Reporting A court of appeals has issued a stay on the nationwide injunction on the enforcement of the Corporate Transparency Act. BOI Reporting IS REQUIRED AND CAN BE ENFORCED after this court ruling. More videos about BOI: BOIR Basics: https://youtu.be/VuYhJmg1UZo DIY BOIR: https://youtu.be/wrrbNsJvrqo BOIR FAQs:"
YouTube Link 2024-12-24T21:01Z 101K followers, 27K engagements

"Are Credit Card Rewards Taxable Business & Personal Credit Card Tax Rules Explained IRS terms: https://www.irs.gov/pub/irs-drop/a-02-18.pdf Are credit card rewards taxable In this video we break down the tax rules for business and personal credit card rewards including points miles and cashback. Learn how the IRS treats these benefits when they might be taxable and how to use them strategically for your business. In this video you will find: 0:00 Introduction 1:28 Types of Credit Cards & Rewards 2:59 IRS Guidance on Credit Card Rewards 5:07 When Credit Card Rewards Are NOT Taxable 6:30 When"
YouTube Link 2025-03-04T00:00Z 109K followers, [----] engagements

"How to Set Up a Business Bank Account with Relay (and get a $100 sign up bonus) Get a $100 sign up bonus when you set up a new Relay account and fund it with at least $100 To learn more go to https://www.claracfo.com/relay Videos mentioned: How to get an EIN: https://youtu.be/R01vqc8vP6s What is BOI Reporting & Fincen: https://youtu.be/VuYhJmg1UZo BOI Reporting Example: https://youtu.be/wrrbNsJvrqo Hannah walks through the process of setting up a new business banking account with Relay. This step-by-step guide highlights the key features of Relay the application process and essential"
YouTube Link 2024-11-05T00:00Z 91.9K followers, [----] engagements

"Can you get more PPP funds under the first draw And other eligibility questions answered Are you wondering if you can increase your original PPP amount You heard it's possible but does it apply to you Also answered: Can you get PPP if you opened a business this year Can you get a PPP if you closed your business Open Q&A after we cover some of these big points How do you calculate the right loan amount Hannah Smolinski goes through EVERYTHING you need to know to calculate your loan amount correctly in her mini-course here:"
YouTube Link 2023-10-13T04:49Z 62.1K followers, [----] engagements

"Creating a company culture that empowers employees with Amalia Martino This video is a clip from our podcast episode with Amalia Martino owner of the Vida Agency. To watch the full podcast: LeadingWithCuriosityandCultureWi. You can also find the @FinancialClarityPodcast on your favorite podcast app today Apple Podcast: https://podcasts.apple.com/us/podcast. Spotify: https://open.spotify.com/show/1E1yHTZ. Stitcher: https://www.stitcher.com/show/financi. At the center of our story is Amalia Martino the powerhouse behind The Vida Agency. Starting her journey in journalism Amalia took a leap of"
YouTube Link 2023-08-17T23:54Z 69.3K followers, [--] engagements

"Accepting an EIDL Loan and How Much to Ask For - My EIDL Acceptance Process Did you apply for the EIDL loan Have you received an email from the SBA stating your loan was approved I walk through MY process and experience using the SBA website to request a loan amount. We also talk through some tips on what to think about when choosing the loan amount you want to take for the EIDL. You should know the EIDL loan IS NOT FORGIVABLE. It must be repaid in the [--] year schedule or earlier. The interest rate is 3.75%. There is collateral required for loans larger than $25000. You want to remember that"
YouTube Link 2020-05-29T14:46Z 117K followers, 75.9K engagements

"PPP Opening Dates Apply Soon - Application now available Sba has released dates on when banks will start accepting applications. Here's the PDF version: https://home.treasury.gov/system/files/136/PPP-Second-Draw-Borrower-Application-Form.pdf Notice about women and minority business owners: https://home.treasury.gov/system/files/136/Guidance-on-Accessing-Capital-for-Minority-Underserved-Veteran-and-Women-Owned-Business-Concerns%20.pdf"
YouTube Link 2021-01-09T03:06Z 116K followers, [----] engagements

"From $0 to over $100k in less than [--] years - real profit analysis If a picture is worth a thousand words then I'd say a thousand numbers paint a really clear picture Hannah started this business as a side hustle with extra time in the evenings. But that side hustle turned into a full-time income pretty quickly From $0 to six figures in less than [--] years This video walks through those first [--] years (1.5 years really) in business and what Hannah spent to take the business from $0 to over $100k. Startup costs can be high but Hannah decided to bootstrap the business and do a lot of work herself"
YouTube Link 2022-05-26T22:35Z 116K followers, [----] engagements

"BOI Reporting - What you NEED to know as a Small Business Owner Get $100 when you sign up for a new Relay account and fund it with at least $100 To learn more go to https://www.claracfo.com/relay Resources: File your report for FREE: https://www.fincen.gov/boi BOI FAQs: https://www.fincen.gov/sites/default/files/shared/BOI-FAQs-QA-508C.pdf BOI Small Compliance Guide: https://www.fincen.gov/sites/default/files/shared/BOI_Small_Compliance_Guide.v1.1-FINAL.pdf Are you hearing a lot about BOI (Beneficial Ownership Information) reporting but unsure what it means for your business As we approach"
YouTube Link 2024-10-21T23:00Z 117K followers, 35.9K engagements

"The key to steady cash flow get your free template To get the spreadsheet shown in this video go to https://claracfo.com/contracttracking It's very common for service based businesses to have ups and downs in their cash flow. Sometimes there is a ton of work to do and sometimes the pipeline dries up and there is no new work How can we fix this problem One of the #1 things you can do is to track and plan your incoming projects. This will help you identify any potential dips in income and cash flow ahead of time in order for you to understand what your business development team needs to work"
YouTube Link 2024-03-01T00:31Z [--] followers, [---] engagements

"Struggling With Sales in [----] Watch This If [----] has felt slower or more challenging than you expected for your businessyoure not alone. In this honest and encouraging video Hannah about navigating a year that didnt meet expectationsand what to do when growth stalls. Whether youre feeling burnt out stuck or just in need of a pep talk this video will help you reset and refocus. Watch now for a refreshing perspective on business growth and sustainability. 00:00 Intro 01:29 Its Just a Blip in Time 02:25 Growth Isnt Always Linear 04:58 Practical Advice from a CFO 05:17 #1 Stay Consistent 06:07"
YouTube Link 2025-07-14T23:00Z 116K followers, [----] engagements

"How to Create Invoices in QBO We've received a lot of questions about how to prepare and send invoices in Quickbooks Online. We recommend clients use the invoicing section of QBO wherever possible for a number of reasons. We like the ease of creating and tracking invoices in QBO. Sending and receiving payments on invoices is a critical function of service-based small business. If you don't already have QBO you can get 30% off of QBO for an entire year here: www.claracfo.com/qbo To learn more about CFO services for B2B services providers making over $1M in annual revenue go to:"
YouTube Link 2023-04-06T20:43Z 116K followers, 59.2K engagements

"How to get PPP1 and PPP2 before the May 31st application deadline (get a first and second draw) Many PPP borrowers have gotten loans in January February March and even April of [----] and they are wondering if there is still time to get a second PPP loan. Well the answer is YES Definitely they can but they need to know how to apply in the right timing in order to get the first and second draw loans (PPP1 and PPP2). Download my spreadsheet here: https://claracfo.podia.com/ppp-budget-planning The trick to understanding if you can get two PPP loans in [----] is understanding the timing disbursement"
YouTube Link 2023-10-24T09:59Z 62.2K followers, 44.3K engagements

"How to use EIDL vs PPP loans - a small business CFO's perspective There is a lot of confusion about the EIDL Loan and the PPP Loan. What are they used for Can they be forgiven What are the spending restrictions How can I use them once I have them Although this video isn't about WHAT they are (that can be found here: https://www.youtube.com/watchv=qQH16ucTloI&t=28s) it is about HOW to use the money once you've gotten it. The EIDL has fewer spending restrictions on it but it is a loan (with a small grant portion if you were lucky enough to receive it). PPP (Paycheck Protection Program) is more"
YouTube Link 2020-05-26T14:54Z 118K followers, 11.6K engagements

"FinCen BOIR Updates - Breaking News Watch before you file Articles referenced in this video: https://www.forbes.com/sites/matthewerskine/2024/12/04/court-blocks-corporate-transparency-act-a-win-for-federalism/ https://natlawreview.com/article/texas-federal-court-blocks-corporate-transparency-act-halts-nationwide-enforcement A Texas-based federal court has issued a nationwide injunction on the enforcement of the Corporate Transparency Act. BOI Reporting penalties cannot be enforced during this injunction The Corporate Transparency Act is still LAW. This court decision affects the enforcement"
YouTube Link 2024-12-05T00:45Z 113K followers, 51.1K engagements

"Last minute tax payments Make them online #cpa #taxpayment"
YouTube Link 2024-04-15T17:22Z 116K followers, [----] engagements

"Answering Your Questions About BOI Reporting: What Business Owners Need to Know Get $100 when you sign up for a new Relay account and fund it with at least $100 To learn more go to https://www.claracfo.com/relay BOI Resources: File your report for FREE: https://www.fincen.gov/boi BOI FAQs: https://www.fincen.gov/sites/default/files/shared/BOI-FAQs-QA-508C.pdf BOI Small Compliance Guide: https://www.fincen.gov/sites/default/files/shared/BOI_Small_Compliance_Guide.v1.1-FINAL.pdf Got questions about Beneficial Ownership Information (BOI) reporting under the Corporate Transparency Act In this"
YouTube Link 2024-12-03T00:34Z 95.8K followers, [----] engagements

"How to use a Cash Flow Forecast with a Case Study Example Get your FREE copy of the case study and blank cash flow forecast here: https://claracfo.com/TBFCashFlow Hannah has shared her cash flow forecast on the channel many times but this video is all about putting the cash flow forecast to the test and understanding how you can use it to make strategic decisions in your business. Hannah created this case study for a presentation for the Tory Burch Foundation and this video is a snippet from that presentation. To view the whole presentation you can go here:"
YouTube Link 2023-10-06T20:34Z 92.2K followers, [----] engagements

"Small Business Accounting: The Ultimate Checklist Download the FREE Checklist Here: https://claracfo.com/responsibility If you've ever been frustrated by dropped balls or confusion around who handles what in your accounting process you're not alone. As Fractional CFOs weve seen it all. Thats why the free customizable Accounting Responsibility Checklist was designed to help your business stay financially organized and avoid costly mistakes. In this video Hannah walks you through how to use the checklist who its for and why its critical for business owners bookkeepers and financial teams alike."
YouTube Link 2025-06-30T23:00Z 115K followers, [----] engagements

"CFO reviews a Construction Company Financials Have you ever wondered what a CFO would say about your business's financials In this video Hannah reviews a small residential construction company. The business is mostly the work of one owner but he hires out subcontractors here and there. His wife does the administrative side of a business.a true mom and pop shop I love this business as it represents so many small businesses in the US. Even if you aren't in construction you can learn something from this review Watch more real-life financial reviews here:"
YouTube Link 2022-09-16T00:22Z 108K followers, [----] engagements

"Welcome to the Clara CFO Group Channel with Hannah Smolinski CPA #claracfogroup #smallbusinesscfo Thanks for landing on the Clara CFO Group Channel - we are SO happy that you found us. If you are a small business owner this information is here to help YOU. Clara CFO Group is dedicated to bringing the highest quality financial support and guidance to small business owners seeking fulfillment of their personal and professional goals. We do this through virtual CFO & consulting services financial strategy and educational resources (this YouTube Channel being one of them). Find Small Business"
YouTube Link 2020-07-10T05:52Z 114K followers, 24K engagements

"What can Relay do Small business banking solution with extras Get $100 when you sign up for a new Relay account and fund it with at least $100 To learn more go to https://www.claracfo.com/relay Ever felt frustrated by traditional banking limitations for your business Discover how Relay a modern banking solution can revolutionize your business finances. In this video Hannah dives into Relay's powerful features from opening new accounts to managing debit cards and setting up automated transfersall from your laptop or mobile device. In this video you will find: 0:00 - Intro 0:10 - The Problem"
YouTube Link 2024-06-20T23:00Z 91.7K followers, [----] engagements

"What are Assets Financial Basics - Part [--] #shorts #accounting101 #cpa Part [--] in the financial basics series.What are Assets Find the whole series here: https://youtube.com/playlistlist=PLUcXTCG4ArAk8XzLG8eAGJsnE-2eUAs_S ____________________________________________________________________________________________ 💲 Need an accounting system We use Quickbooks Online with clients and recommend it as the best accounting system for small businesses. Sign up to get a discounted subscription for [--] months https://claracfo.com/QBO 🙋♀Got Employees Talk to Justworks They can help you if you are a"
YouTube Link 2022-10-15T16:00Z 118K followers, [----] engagements

"Purpose of the PPP Let's start with some #PPP basics. The whole point of the PPP was to help keep employees employed. If you think through that lens it's easier to understand the guidance from the SBA and Treasury. ❗ Important: You need to have at least 60% of the money spent on payroll costs and then not more than 40% of the money to be spent on other non-payroll costs. This clip originally aired at a workshop hosted by The CFO Leadership Council as sponsored by Upside Financial. To learn more about how #UpsideFinancial can help with PPP forgiveness visit https://upsidefinancial.com/ 💲 Need"
YouTube Link 2023-10-23T09:46Z 62.1K followers, [---] engagements

"Thinking about becoming an S-Corp Will it REALLY save on taxes Grab your copy of the S-Corp Toolkit here: www.claracfo.com/scorp A lot of business owners and even CPAs will tell you that the best way to save money on taxes is to become an S-Corporation (or to elect being taxed as an S-Corp). But is that really true We want you to understand what you are getting yourself into with an S-Corp decision. In this video Hannah discusses the S-Corp decision making process with fellow CPA and Youtuber Jamie Trull. 1:00 Introducing Jamie Trull 2:40 S-Corporations - what's the big deal 4:46 Easy button"
YouTube Link 2023-03-03T15:00Z 120K followers, [----] engagements

"How to Fill Out a W-9: A Guide for Small Business Owners Get $100 when you sign up for a new Relay account and fund it with at least $100 To learn more go to https://www.claracfo.com/relay Filling out a W-9 form can feel overwhelming especially if youre a new business owner. In this video Hannah walks you through everything you need to know about the W-9 form: what it is why you need it and how to fill it out correctly. Whether youre completing a W-9 for a client a mortgage company or another purpose this step-by-step guide will help you navigate the process with ease. In this video you will"
YouTube Link 2025-01-07T00:20Z 103K followers, 20.7K engagements

"How to Connect Bank Accounts & Credit Cards to Bank Feeds in QBO In this tutorial Hannah will guide you through the process of connecting your bank accounts and credit cards to the bank feeds in Quickbooks Online (QBO). Having your financial transactions connected to QBO makes bookkeeping and reconciling accounts so much simpler and smoother In this video Hannah connects her new American Express card to her QBO but the process is the same for any bank account or credit card. Watch for step by step instructions as well as tips along the way This video includes: 0:00 Why we connect bank feeds"
YouTube Link 2023-12-08T15:48Z 92.1K followers, [----] engagements

"Do you need to save receipts for credit card purchases"
YouTube Link 2022-08-18T03:25Z 117K followers, [----] engagements

"How to Create a Business Budget from Scratch in Excel We've been asked many times to create a video showing you how to create a business budget. Well here it is This video covers everything you need to know in order to create a budget based on last year's P&L. Hannah walks you through what you need to think about in order to budget for every single line-item in the budget in order for you to come up with the best possible budget for the coming year. We will do this in Excel but you can use any spreadsheet software you prefer. I also mentioned Jirav for budgeting in this video. If you are"
YouTube Link 2023-10-20T16:47Z 91.3K followers, 22.5K engagements

"CFO book recommendations-part 4"
YouTube Link 2023-05-31T03:33Z 114K followers, [---] engagements

"Scenario Planning for Small Business Survival in [----] Cash Flow Forecasting Walkthrough Download the free Cash Flow Forecast Worksheet: https://learn.claracfo.com/cash-flow-forecast How to Create a Cash Flow Forecast: https://youtu.be/0BGanYasxn8 How to Create a Business Budget: https://youtu.be/jK4D1JeT6iE Uncertain about whats next for your business in [----] Youre not alone. With increasing costs declining demand and potential tariffs on the horizon its more important than ever to plan ahead. In this video Hannah walks you through a real-life example of how to use scenario planning with a"
YouTube Link 2025-05-05T23:00Z 113K followers, [----] engagements

"Breaking News - BOIR Update January [--] [----] - Supreme Court Speaks Fincen Website: www.fincen.gov/boi Stay up to date with Clara CFO Newsletters Get on the list: www.claracfo.com/newsletter Supreme Court Opinion document: https://www.supremecourt.gov/opinions/24pdf/24a653_c07d.pdf The Supreme Court of the United States has issued a stay (see link above) on the temporary injunction against the enforcement of the Corporate Transparency Act. This means that BOI Reporting is required again. as of January [--] [----]. We are waiting for FinCEN to provide new deadlines for reporting. Please note that"
YouTube Link 2025-01-24T04:14Z 105K followers, [---] engagements

"The [--] Critical Jobs of Profit Every Small Business Owner MUST Know Videos mentioned: Saving for Taxes: An Essential Guide for Your Business: https://youtu.be/UdJ6lgSadG8 Owner's Distributions for Taxes: https://youtu.be/I49zVqrq_I0 How to Pay Estimated Taxes: https://youtu.be/qtI7M3TeC0w Most small business owners understand profit as revenue minus expensesbut few realize that profit has five essential jobs beyond being a leftover number. In this video CPA and Clara CFO Group founder Hannah Smolenski explains how profit must cover taxes pay the owner service debt fund reinvestments and build"
YouTube Link 2025-05-27T23:01Z 114K followers, [---] engagements

"PPP Fraud or Not What is considered fraudulent PPP spending With more and more stories and fraudulent PPP spending coming to light concerned borrowers are questioning whether they've committed fraud or not In this video we look at what would constitute fraud based on the certifications that are made when a borrower gets the PPP money and then we walk through example stories that can show us fraudulent activity verses proper PPP usage. 💲 Need an accounting system We use Quickbooks Online with clients and recommend it as the best accounting system for small businesses. Sign up to get a"
YouTube Link 2021-05-28T14:30Z 91.7K followers, 38.2K engagements

"What is Months of Cash A measure of small business financial health Videos mentioned: What is a healthy profit margin for small business: https://youtu.be/Icxmyt_HFJ4 The #1 metric to track to improve profitability in your business: https://youtu.be/gntcIuOPl80 Ever wondered how long your business could survive without incoming revenue In this video we explore the concept of 'Months of Cash' and its significance in measuring your business's financial resilience. Hannah breaks down the how to calculate this metric and uncovers insights to help you better manage your cash flow. In this video"
YouTube Link 2024-05-16T23:00Z 92K followers, [----] engagements

"How to fix personal charges with business funds.and vice-versa QBO Tutorial We've all been in a situation where you might accidentally put a business expense on a personal card or the opposite. It happens It's actually quite simple to fix this in your business books so that you have the RIGHT expenses recorded as business expenses. In this video Hannah goes over how to record these expenses whether you are a single owner or have multi-member ownership. 0:00 Don't worry it happens 1:08 Uber and Costco mishaps 2:35 Personal expense on business card 5:45 Paying the business back 7:09 Business"
YouTube Link 2023-06-22T22:00Z 91.9K followers, 21.1K engagements

"Intro to KPIs - What are Key Performance Indicators You've probably heard of KPIs but what are they REALLY What do you need to know to begin identifying KPIs in your business How do you know that something is worth tracking as a KPI vs. a regular old metric in your business This video is all about identifying: What is a KPI If you want the KPI worksheet shown in the video grab a FREE copy here: https://learn.claracfo.com/kpi-worksheet-discover-what-matters-in-your-business Buy access to the full KPI workshop here:"
YouTube Link 2022-08-26T00:36Z 97K followers, [----] engagements

"Accounts Payable in QBO - How to record bills and manage AP If you want to get started with Quickbooks Online we offer the best deal on the internet with a 30% discount for [--] months and a free month trial here: www.claracfo.com/qbo Accounts Payable management can be a real struggle for many companies. Quickbooks Online wants to make it easy for you to manage and pay your bills through their system. This video is all about how to use the AP module in QBO. In this video you will find: 0:00 Quickbooks Online Accounts Payable 2:45 Expense module 3:10 QBO Vendors 3:30 Payee in Bank Feeds 4:52"
YouTube Link 2024-02-09T16:50Z 99.9K followers, 20.1K engagements

"What to consider when Hiring a Fractional CFO - Don't waste money on the wrong hire If you've ever considered hiring a CFO this video is for you Understanding HOW different CFOs work will help you identify the right kind to hire (or if you even need a CFO at all) Learn more about our fractional CFO services at https://www.claracfo.com/ To learn more about whether you need a CFO a bookkeeper or a CPA watch this explainer video: https://youtu.be/XwFIpiPfTLI Fractional CFO services can range from $1500 to $15000 and beyond (PER MONTH) so don't waste money with the wrong hire Get it right and"
YouTube Link 2023-03-17T01:09Z 109K followers, [----] engagements

"Stop Confusing These Cash Flow Reports Get your FREE Cash Flow Forecasting Spreadsheet: https://claracfo.com/cashflow Financial Scenario Planning: https://youtu.be/kcHEKL-g53s How to Create a Cash Flow Forecast: https://youtu.be/0BGanYasxn8 Many business owners confuse a statement of cash flows with a cash flow forecast but they serve very different purposes in managing your business finances. Hannah Smolinski CPA breaks down how the statement of cash flows gives you a historical view of your cash movements while a cash flow forecast helps you plan ahead and make informed decisions. Whether"
YouTube Link 2025-08-12T23:22Z 120K followers, [----] engagements

"CFO book recommendations-part 3"
YouTube Link 2023-05-29T15:59Z 114K followers, [---] engagements

"BOIR Update as of February [--] [----] - SUPERSEDED New guidelines for reporting as of February [--] 2025: https://youtu.be/lFx6NJfQVes FinCEN Website: www.fincen.gov/boi Stay up to date with Clara CFO Newsletters Get on the list: www.claracfo.com/newsletter Supreme Court Opinion document: https://www.supremecourt.gov/opinions/24pdf/24a653_c07d.pdf Even though the Supreme Court of the United States issued a stay (see link above) on the temporary injunction against the enforcement of the Corporate Transparency Act related to the Texas Top Cop Shop case there was another case in Texas (from the same"
YouTube Link 2025-02-04T00:00Z 106K followers, [----] engagements

"How Clara CFO Helps Small Businesses Thrive: Our 3-Step Proven Process Explained Schedule a Discovery Call: https://claracfo.as.me/schedule/cb62af97/appointment/9725658/calendar/anyappointmentTypeIds%5B%5D=9725658 Join our Newsletter: www.claracfo.com/newsletter As a small business owner are your daily decisions backed by real financial insight Imagine having a strategic partner to help you increase profits and reach your business goals. In this video Hannah Smolinski CPA and founder of Clara CFO Group shares our 3-step proven process that brings clarity confidence and results. Learn how we"
YouTube Link 2025-05-19T23:01Z 119K followers, [----] engagements

"Relays NEW Starter Grow & Scale plans: which one fits your business 🎁 Open a new Relay account with my link: https://www.claracfo.com/relay and Relay will match your first $100 deposit (see full bonus terms in the video). If youre over mystery fees and sitting in line to make a deposit this video is for you. Im walking through Relays newest pricing tiersStarter Grow and Scaleand showing how this online business banking and money management platform can simplify bill pay invoicing receipts and cash flow visibility for small businesses. I also share how I personally use Relay for recurring"
YouTube Link 2025-09-29T23:01Z 119K followers, [---] engagements

"BOI Reporting for Small Business Owners - Step-by-Step DIY Guide BOI Reporting Resources: File your report for FREE: https://www.fincen.gov/boi BOI FAQs: https://www.fincen.gov/sites/default/files/shared/BOI-FAQs-QA-508C.pdf BOI Small Compliance Guide: https://www.fincen.gov/sites/default/files/shared/BOI_Small_Compliance_Guide.v1.1-FINAL.pdf We're diving deep into Beneficial Ownership Information (BOI) reporting. Well go step-by-step through the BOI process using real screenshots so you'll have a clear path to successfully register your business identify beneficial owners and avoid extra"
YouTube Link 2024-10-29T00:12Z 111K followers, 129.7K engagements

"What is Profit Financial Basics - Part 10"
YouTube Link 2022-11-02T22:02Z 116K followers, [----] engagements

"Melio Review: A Better Accounts Payable Alternative to QuickBooks Melio Free [--] Day Trial: financialtechlab/melio Melio is one of the most talked-about alternatives to QuickBooks bill pay but does it actually solve real accounts payable problems This walkthrough breaks down Melio pricing ACH limits vendor payments bill uploads and how it really works with QuickBooks Online. Youll see where Melio shines where it falls short and which types of businesses it actually makes sense for. Jump to: 00:00 Intro: Why Look Beyond QuickBooks Bill Pay 01:00 Melio Dashboard Overview (Vendors Bills Payments"
YouTube Link 2026-02-10T00:00Z 126K followers, [---] engagements

"5 Best Alternatives to QuickBooks Online Accounts Payable (AP & Bill Pay) Melio: https://financialtechlab.com/melio MakersHub: https://financialtechlab.com/makershub Ramp: https://financialtechlab.com/ramp BILL - https://financialtechlab.com/bill Relay Financial: https://financialtechlab.com/relay QuickBooks Online bill pay works until it doesnt. As businesses grow AP needs usually get more complex than what QBO can handle. This video breaks down five accounts payable and bill pay alternatives I see real businesses using as they scale. Youll get a high-level look at what each tool does well"
YouTube Link 2026-02-03T00:01Z 127K followers, [---] engagements

"Get Started with Accounts Payable and Bill Pay in QuickBooks Online For a free [--] day trial and 30% off for 12-months go to https://www.financialtechlab.com/QBO QuickBooks Online has built-in tools for accounts payable and bill pay but theyre not always as straightforward as they look. Youll see how to enter and upload bills review auto-filled data schedule payments and match bill payments in the bank feed. Well also cover where QuickBooks bill pay works well and where it can start to feel limiting as your processes grow. A practical look at QuickBooks Online AP so you can decide if it fits"
YouTube Link 2026-01-27T00:00Z 127K followers, [----] engagements

"Everything you need to know about filing Form 1099-NEC in [----] For 15% off your order go to https://www.Financialtechlab.com/tax1099 and use code: TECHLAB15 [----] season doesnt have to be confusing. This breaks down exactly what a 1099-NEC is who actually needs to receive one common exemptions that trip people up and the real deadlines for [----]. We also walk through why e-filing is the smartest move and shows how to file step-by-step using Tax1099 to save time and avoid IRS headaches. Jump to: 0:00 What a 1099-NEC is and why it exists 1:52: Sponsor: Tax1099 2:43 Who needs a 1099-NEC (and who"
YouTube Link 2026-01-06T22:43Z 126K followers, [----] engagements

"Will Quickbooks Online replace your expensive CRM QuickBooks Online has been expanding beyond accounting especially after Intuits Mailchimp acquisition. That raises a bigger question about where the platform is headed. This walkthrough explores the Customer Hub in QuickBooks Online including leads estimates proposals contracts appointments and reviews. The focus is on how these tools actually work together and what kinds of workflows they support today. Jump to: 0:00 Why Intuit + Mailchimp sparked the CRM question 1:06 Is there a CRM inside QuickBooks Online 1:34 Customer Hub overview and"
YouTube Link 2025-12-30T00:00Z 127K followers, [----] engagements

"QuickBooks Online Invoicing Made Super Simple (New Interface Walkthrough) For a free [--] day trial and 30% off for 12-months go to https://www.financialtechlab.com/QBO Invoicing is one of the fastest ways to improve cash flow and QuickBooks Online makes it easier than most people realize. This walkthrough shows exactly how to create customize send and manage invoices using the new QuickBooks Online interface released in [----]. From setting payment terms and deposits to enabling reminders late fees and recurring payments everything is broken down step by step so nothing gets missed. Jump to:"
YouTube Link 2025-12-23T00:01Z 123K followers, [----] engagements

"Improve your revenue reporting with this QBO trick For a free [--] day trial and 30% off for 12-months go to https://www.financialtechlab.com/QBO Most businesses lump all income into one sales line and that hides whats actually driving revenue. In this video we'll walk through how to use Products & Services in QuickBooks Online to break out service income properly so your P&L actually tells you something useful. Well cover how to map services to the right income accounts create invoices that code correctly and see the results directly on your Profit & Loss. This is one of the easiest ways to"
YouTube Link 2025-12-16T00:00Z 123K followers, [----] engagements

"Use QBO Bank Feed Rules to speed up your Bookkeeping For a free [--] day trial and 30% off for 12-months go to https://www.financialtechlab.com/QBO Recurring transactions dont need to slow bookkeeping down. This walkthrough shows how to use bank rules in QuickBooks Online to automate categorization clean up the bank feed and speed up monthly workflows. From simple vendor rules to more advanced conditions see how rules eliminate repetitive tasks and make QBO more efficient. 0:00 Intro 0:31 What bank rules do in QuickBooks Online 1:32 Navigating to bank feeds & rule setup 2:01 Creating a"
YouTube Link 2025-12-09T00:00Z 122K followers, [----] engagements

"Customize Your Chart of Accounts in QuickBooks Online (2025) Get the COA template: financialtechlab.com/COA For a free [--] day trial and 30% off for 12-months go to https://www.financialtechlab.com/QBO Learn how to customize the Chart of Accounts in QuickBooks Online (2025) including how to edit accounts use parent and sub-accounts enable account numbers batch edit and import a complete chart from Excel or Google Sheets. This tutorial also covers how to use a standardized numbering system to keep financial data clean and organized. Jump to: 0:00 - Intro: Why the Chart of Accounts matters 2:57"
YouTube Link 2025-12-03T04:30Z 127K followers, [----] engagements

"QuickBooks Reporting Tutorial [----] - with the NEW modern view For a free [--] day trial and 30% off for 12-months go to: https://www.financialtechlab.com/QBO New User Interface Changes in QBO + Tutorial for 2025: https://youtu.be/y0oz_we6ewc QuickBooks Online reports are powerful when used correctly and this walkthrough makes the core reports easy to understand. This video breaks down the best QBO reports to reviewprofit and loss balance sheet AR aging AP aging customer reports and more. Learn how to adjust reporting periods switch between classic and modern layouts compare periods save custom"
YouTube Link 2025-11-25T00:00Z 122K followers, [----] engagements

"QuickBooks Online Setup in Minutes Faster Than Ever (2025) For a free [--] day trial and 30% off for 12-months go to https://www.financialtechlab.com/QBO This updated QuickBooks Online setup guide walks through the new AI-powered onboarding so getting started is fast simple and accurate. The video covers choosing the right QBO plan creating a clean company file connecting bank and credit card feeds customizing a chart of accounts for better reporting and dialing in invoicing so payments can run smoothly from day one. Jump to: 0:00 Intro: Can you DIY QuickBooks setup 0:43 Why every business"
YouTube Link 2025-11-18T00:00Z 126K followers, [----] engagements

"How To Do One Month of Bookkeeping in Quickbooks Online [----] version For a free [--] day trial and 30% off for 12-months go to https://www.financialtechlab.com/QBO See exactly what it takes to complete one full month of bookkeeping in QuickBooks Online using the new [----] interface. This walkthrough covers reviewing your bank feed categorizing transactions reconciling accounts and running final reportseverything needed to officially close your books for the month. Jump to: 0:00 Intro 1:09 About Financial Tech Lab 1:47 How to get QuickBooks Online at a discount 2:09 Overview: Monthly bookkeeping"
YouTube Link 2025-11-11T00:00Z 127K followers, 49.7K engagements

"How to Use QuickBooks Online NEW Bank Feed [----] Update & Walkthrough For a free [--] day trial and 30% off for 12-months go to https://www.financialtechlab.com/QBO QuickBooks Online has rolled out a new bank feed view in [----] and it will look different from what youre used to. This update changes how transactions are categorized matched and posted so staying ahead of the rollout is key. In this video Hannah Smolinski walks through the updated QuickBooks Online interface compares it to the old version and shows how to navigate the new features that all users will see by October [----]. Jump to:"
YouTube Link 2025-11-04T00:00Z 123K followers, [----] engagements

"NEW QuickBooks Online Tutorial for Beginners in [----] New User Interface Changes to QBO For a free [--] day trial and 30% off for 12-months go to https://www.financialtechlab.com/QBO QuickBooks Online is changing in [----] The new view will change your workflow so it's important to stay updated. This video provides a quick guide on what to expect with the software and how it might impact your small business accounting. In this video Hannah Smolinski walks through the new user interface of QuickBooks Online with the changes that will be effective in October [----] for all accounts. Jump to: 0:00 New"
YouTube Link 2025-10-27T23:01Z 126K followers, [----] engagements

"Big Changes Coming To This Channel Big news the Clara CFO Group channel is officially becoming Financial Tech Lab. After careful strategic analysis it became clear that this channel has always been where viewers turn for QuickBooks tutorials software walkthroughs and accounting technology that helps small business owners and bookkeepers work smarter. Rather than separating that content were bringing everything under one clear focused channel Financial Tech Lab to make it easier to learn grow and find the tools that support your business. A new Clara CFO Group channel will also launch soon"
YouTube Link 2025-10-21T23:00Z 121K followers, [----] engagements

"Relays NEW Starter Grow & Scale plans: which one fits your business 🎁 Open a new Relay account with my link: https://www.claracfo.com/relay and Relay will match your first $100 deposit (see full bonus terms in the video). If youre over mystery fees and sitting in line to make a deposit this video is for you. Im walking through Relays newest pricing tiersStarter Grow and Scaleand showing how this online business banking and money management platform can simplify bill pay invoicing receipts and cash flow visibility for small businesses. I also share how I personally use Relay for recurring"
YouTube Link 2025-09-29T23:01Z 119K followers, [---] engagements

"QuickBooks Onlines BIGGEST Change in Years (Full Walkthrough) Subscribe to @FinancialTechLab_old: https://www.youtube.com/@FinancialTechLab_oldsub_confirmation=1 Get the Cash Flow Forecast Spreadsheet: https://learn.claracfo.com/cash-flow-forecast QuickBooks Online is undergoing a major redesign in [----] with the new interface beginning it's roll out in July and the classic view scheduled for retirement in October. This update changes how users navigate dashboards transactions reports and integrationsmaking it essential to get familiar with the new layout before the switch happens. This video"
YouTube Link 2025-08-25T23:00Z 125K followers, [----] engagements

"Struggling With Sales in [----] Watch This If [----] has felt slower or more challenging than you expected for your businessyoure not alone. In this honest and encouraging video Hannah about navigating a year that didnt meet expectationsand what to do when growth stalls. Whether youre feeling burnt out stuck or just in need of a pep talk this video will help you reset and refocus. Watch now for a refreshing perspective on business growth and sustainability. 00:00 Intro 01:29 Its Just a Blip in Time 02:25 Growth Isnt Always Linear 04:58 Practical Advice from a CFO 05:17 #1 Stay Consistent 06:07"
YouTube Link 2025-07-14T23:00Z 116K followers, [----] engagements

"Small Business Accounting: The Ultimate Checklist Download the FREE Checklist Here: https://claracfo.com/responsibility If you've ever been frustrated by dropped balls or confusion around who handles what in your accounting process you're not alone. As Fractional CFOs weve seen it all. Thats why the free customizable Accounting Responsibility Checklist was designed to help your business stay financially organized and avoid costly mistakes. In this video Hannah walks you through how to use the checklist who its for and why its critical for business owners bookkeepers and financial teams alike."
YouTube Link 2025-06-30T23:00Z 115K followers, [----] engagements

"The Hierarchy of Accounting Needs: A Guide for Growing Businesses Schedule a Discovery Call with us: https://claracfo.as.me/schedule/cb62af97/appointment/9725658/calendar/anyappointmentTypeIds%5B%5D=9725658 Are you stuck wondering what accounting support your growing business really needs In this video Hannah Smolinski CPA and founder of Clara CFO Group introduces the Hierarchy of Accounting Needs a simple strategic framework modeled after Maslows Hierarchy of Needs. Whether you're just starting out or scaling fast this framework shows you how to build a solid financial foundation and what"
YouTube Link 2025-06-16T23:00Z 114K followers, [----] engagements

"Why Breaking Even to Avoid Taxes Is Ruining Your Business [--] Jobs of Profit: https://youtu.be/nzEnDeTByEE Too many business owners think avoiding taxes by not making a profit is smart but its not. In this video Hannah Smolinski breaks down why this mindset is damaging your growth your cash flow and your future wealth. She debunks common myths about rich people taxes and what really makes a business successful. Learn the real reason profit matters how it gives you more control and why its essential for building a sustainable business even if it means paying some taxes along the way. In this"
YouTube Link 2025-06-02T23:00Z 114K followers, [----] engagements

"50+ Episodes Later Discover the Financial Clarity Podcast for Service-Based Business Owners Episodes mentioned: Greg Crabtree (Simple Numbers Straight Talk Big Profits): https://youtu.be/gSFUUmyNeV0si=Z1aIhXjoAFxatSj6 Amber De La Garza (Productivity Expert): https://youtu.be/fHjDvbEGmfIsi=3EoabakpKbDiCVsC Nancy McClelland (The Dancing Accountant): https://youtu.be/FbOWZPTVdvksi=xcpBzgGC5k4Y0I-z Laura Shiel (Clara CFO Co-Owner): https://youtu.be/tUjlWfRQJKAsi=Dat7wsenuYtX49vq Sanjit Singh (Fractional CRO): https://youtu.be/-KDuP292WD0si=nElT-7qRgOb3liXx Sign up for ClaraCFO Newsletter:"
YouTube Link 2025-05-13T23:00Z 113K followers, [---] engagements

"Scenario Planning for Small Business Survival in [----] Cash Flow Forecasting Walkthrough Download the free Cash Flow Forecast Worksheet: https://learn.claracfo.com/cash-flow-forecast How to Create a Cash Flow Forecast: https://youtu.be/0BGanYasxn8 How to Create a Business Budget: https://youtu.be/jK4D1JeT6iE Uncertain about whats next for your business in [----] Youre not alone. With increasing costs declining demand and potential tariffs on the horizon its more important than ever to plan ahead. In this video Hannah walks you through a real-life example of how to use scenario planning with a"
YouTube Link 2025-05-05T23:00Z 113K followers, [----] engagements

"How FDIC Insurance Really Works for Your Business Bank Account (and How to Get MORE Coverage) Resources mentioned: 💵Get a $100 sign up bonus when you set up a new Relay account and fund it with at least $100 To learn more go to https://www.claracfo.com/relay ✅How to Set Up a Business Bank Account with Relay: https://youtu.be/TcQ-v5N9drA 📊Use the FDIC's EDIE calculator: https://edie.fdic.gov What happens to your business bank account if your bank fails In this video Hannah Smolenski CPA and founder of Clara CFO Group breaks down FDIC insurancewhat it is what it covers and how small business"
YouTube Link 2025-04-30T23:00Z 127K followers, [---] engagements

"How to Get More Money Into Your Business ASAP Is cash feeling tight in your business 💸 Hannah walks you through FOUR practical and often overlooked ways to unlock hidden money in your business starting today. In this video you will find: 0:00 - Intro 0:45 #1: Accounts Receivable (The Fastest Way to Find Cash) 1:36 How to Pull an AR Aging Report in QuickBooks 3:58 How to Follow Up & Collect Receivables 6:00 #2: Inventory 8:19 #3: Unused Assets 9:35 #4: Is Your Cash Earning Interest 10:41 Wrap-Up: Make Your Cash Work for You To learn more about CFO services for B2B services providers making"
YouTube Link 2025-04-21T23:00Z 112K followers, [----] engagements

"FinCEN Updates BOIR Rules - Help to US Companies and Citizens BOIR Update March [--] [----] Thanks to Relay for sponsoring this video. Relay is offering the Clara CFO community $100 for new accounts opened with a deposit of $100 or more. To learn more about Relay go to https://www.claracfo.com/relay To find the Interim Final Rule discussed in this video go to: https://www.fincen.gov/resources/statutes-regulations/federal-register-notices/beneficial-ownership-information-3 Major BOI Reporting Update from FinCEN (March [--] 2025) U.S.-based small business owners you're officially off the hook In this"
YouTube Link 2025-03-24T23:00Z 110K followers, [----] engagements

"Best QuickBooks Online Alternatives for [----] Xero FreshBooks & Puzzle Reviewed Try Xero with 90% off for six months: www.claracfo.com/xero Try Freshbooks with 70% off for four months: https://claracfo.com/freshbooks Looking for an alternative to QuickBooks Online In this video we break down the top QuickBooks alternatives for small businesses in [----] Whether you're frustrated with QuickBooks or just want to explore your options we've got you covered. Well be reviewing Xero FreshBooks and Puzzlethree cloud-based accounting platforms tailored for small business owners. We'll discuss key"
YouTube Link 2025-03-17T23:00Z 120K followers, [----] engagements

"BOI Reporting Update March 2025: No More Filing for U.S. Citizens & Domestic Reporting Companies FinCEN Notice: https://www.fincen.gov/news/news-releases/fincen-not-issuing-fines-or-penalties-connection-beneficial-ownership U.S. Treasury Press Release: https://home.treasury.gov/news/press-releases/sb0038 Big news The U.S. Department of Treasury and FinCEN have announced that U.S. citizens and domestic reporting companies will no longer be required to file Beneficial Ownership Information (BOI) reports. This means no fines no penalties and no need to comply with the March [--] [----] deadline. ⚠"
YouTube Link 2025-03-11T00:00Z 127K followers, 19.1K engagements

"Are Credit Card Rewards Taxable Business & Personal Credit Card Tax Rules Explained IRS terms: https://www.irs.gov/pub/irs-drop/a-02-18.pdf Are credit card rewards taxable In this video we break down the tax rules for business and personal credit card rewards including points miles and cashback. Learn how the IRS treats these benefits when they might be taxable and how to use them strategically for your business. In this video you will find: 0:00 Introduction 1:28 Types of Credit Cards & Rewards 2:59 IRS Guidance on Credit Card Rewards 5:07 When Credit Card Rewards Are NOT Taxable 6:30 When"
YouTube Link 2025-03-04T00:00Z 109K followers, [----] engagements

"My Favorite Personal Finance App for Small Business Owners - Monarch Money Sign up for Monarch and get an extended 30-day free trial: https://claracfo.com/monarch Looking for an intuitive and powerful personal finance tool In this video we take a deep dive into Monarch Money exploring its budgeting forecasting and reporting features. We'll walk you through how to set up your accounts track expenses and optimize your financial planningwithout the hassle of spreadsheets. In this video you will find: 00:00 Introduction and Channel Overview 01:33 Monarch Money Overview 01:42 Setting Up Monarch"
YouTube Link 2025-02-19T00:00Z 120K followers, [----] engagements

"My Simple and Effective Banking Structure for Small Businesses Get your FREE Download of the graphic: https://claracfo.com/bankflow Get a $100 sign up bonus when you set up a new Relay account and fund it with at least $100 To learn more go to https://www.claracfo.com/relay If you're a small business owner consultant or growing entrepreneur having a clear banking structure is essential for managing cash flow efficiently. In this video I walk you through my simple yet scalable banking system that works for businesses at any stagefrom solo entrepreneurs to companies earning over a million"
YouTube Link 2025-02-12T16:38Z 120K followers, [----] engagements

"BOIR Update as of February [--] [----] - SUPERSEDED New guidelines for reporting as of February [--] 2025: https://youtu.be/lFx6NJfQVes FinCEN Website: www.fincen.gov/boi Stay up to date with Clara CFO Newsletters Get on the list: www.claracfo.com/newsletter Supreme Court Opinion document: https://www.supremecourt.gov/opinions/24pdf/24a653_c07d.pdf Even though the Supreme Court of the United States issued a stay (see link above) on the temporary injunction against the enforcement of the Corporate Transparency Act related to the Texas Top Cop Shop case there was another case in Texas (from the same"
YouTube Link 2025-02-04T00:00Z 106K followers, [----] engagements

"How to Fill Out a W-9: A Guide for Small Business Owners Get $100 when you sign up for a new Relay account and fund it with at least $100 To learn more go to https://www.claracfo.com/relay Filling out a W-9 form can feel overwhelming especially if youre a new business owner. In this video Hannah walks you through everything you need to know about the W-9 form: what it is why you need it and how to fill it out correctly. Whether youre completing a W-9 for a client a mortgage company or another purpose this step-by-step guide will help you navigate the process with ease. In this video you will"
YouTube Link 2025-01-07T00:20Z 103K followers, 20.7K engagements

"1099 Basics for Small Businesses: Who Needs One & How to Prepare Resources mentioned: An update article on 1099s by the Dancing Accountant: https://www.msn.com/en-us/news/other/when-do-i-have-to-issue-a-1099-form-to-someone-i-paid/ar-AA1m4Ubf End-of-year [----] season is here In this video Hannah covers everything you need to know about issuing 1099s as a small business owner. Learn who needs to receive a [----] how to prepare and the key differences between 1099-MISC and 1099-NEC forms. In this video you will find: 0:00 Intro 1:58 What is a [----] Explanation & Purpose 2:18 Key Forms: 1099-NEC vs."
YouTube Link 2024-12-24T00:00Z 121K followers, 12.6K engagements

"Year-End Payroll for S-Corp Owners: How to Reclassify Draws to W-2 Wages Using Gusto Mentioned in this video: Gusto: www.claracfo.com/gusto RC Reports: www.claracfo.com/rcreports If you're an S-Corp owner who has ONLY taken draws throughout the year and hasn't yet paid yourself in W2 wages it's crucial to reclassify some or all of those draws as W-2 wages to meet IRS requirements and avoid penalties. In this video Hannah guides you step-by-step on how to run an end-of-year payroll using Gusto and explain its financial statement impact. Learn best practices for paying yourself reasonable"
YouTube Link 2024-12-20T00:00Z 111K followers, [----] engagements

"FinCEN Reacts to Federal Court Decision - What are the BOI Reporting Requirements Now From FinCEN as of 12/31/2024: "In light of a recent federal court order reporting companies are not currently required to file beneficial ownership information with FinCEN and are not subject to liability if they fail to do so while the order remains in force. However reporting companies may continue to voluntarily submit beneficial ownership information reports." Fincen Website: www.fincen.gov/boi Stay up to date with Clara CFO Newsletters Get on the list: www.claracfo.com/newsletter Fincen has said that"
YouTube Link 2024-12-10T20:43Z 117K followers, 106.3K engagements

"FinCen BOIR Updates - Breaking News Watch before you file Articles referenced in this video: https://www.forbes.com/sites/matthewerskine/2024/12/04/court-blocks-corporate-transparency-act-a-win-for-federalism/ https://natlawreview.com/article/texas-federal-court-blocks-corporate-transparency-act-halts-nationwide-enforcement A Texas-based federal court has issued a nationwide injunction on the enforcement of the Corporate Transparency Act. BOI Reporting penalties cannot be enforced during this injunction The Corporate Transparency Act is still LAW. This court decision affects the enforcement"
YouTube Link 2024-12-05T00:45Z 113K followers, 51.1K engagements

"Answering Your Questions About BOI Reporting: What Business Owners Need to Know Get $100 when you sign up for a new Relay account and fund it with at least $100 To learn more go to https://www.claracfo.com/relay BOI Resources: File your report for FREE: https://www.fincen.gov/boi BOI FAQs: https://www.fincen.gov/sites/default/files/shared/BOI-FAQs-QA-508C.pdf BOI Small Compliance Guide: https://www.fincen.gov/sites/default/files/shared/BOI_Small_Compliance_Guide.v1.1-FINAL.pdf Got questions about Beneficial Ownership Information (BOI) reporting under the Corporate Transparency Act In this"
YouTube Link 2024-12-03T00:34Z 95.8K followers, [----] engagements

"How to Set Up a Business Bank Account with Relay (and get a $100 sign up bonus) Get a $100 sign up bonus when you set up a new Relay account and fund it with at least $100 To learn more go to https://www.claracfo.com/relay Videos mentioned: How to get an EIN: https://youtu.be/R01vqc8vP6s What is BOI Reporting & Fincen: https://youtu.be/VuYhJmg1UZo BOI Reporting Example: https://youtu.be/wrrbNsJvrqo Hannah walks through the process of setting up a new business banking account with Relay. This step-by-step guide highlights the key features of Relay the application process and essential"
YouTube Link 2024-11-05T00:00Z 91.9K followers, [----] engagements

"BOI Reporting for Small Business Owners - Step-by-Step DIY Guide BOI Reporting Resources: File your report for FREE: https://www.fincen.gov/boi BOI FAQs: https://www.fincen.gov/sites/default/files/shared/BOI-FAQs-QA-508C.pdf BOI Small Compliance Guide: https://www.fincen.gov/sites/default/files/shared/BOI_Small_Compliance_Guide.v1.1-FINAL.pdf We're diving deep into Beneficial Ownership Information (BOI) reporting. Well go step-by-step through the BOI process using real screenshots so you'll have a clear path to successfully register your business identify beneficial owners and avoid extra"
YouTube Link 2024-10-29T00:12Z 111K followers, 129.7K engagements

"BOI Reporting - What you NEED to know as a Small Business Owner Get $100 when you sign up for a new Relay account and fund it with at least $100 To learn more go to https://www.claracfo.com/relay Resources: File your report for FREE: https://www.fincen.gov/boi BOI FAQs: https://www.fincen.gov/sites/default/files/shared/BOI-FAQs-QA-508C.pdf BOI Small Compliance Guide: https://www.fincen.gov/sites/default/files/shared/BOI_Small_Compliance_Guide.v1.1-FINAL.pdf Are you hearing a lot about BOI (Beneficial Ownership Information) reporting but unsure what it means for your business As we approach"
YouTube Link 2024-10-21T23:00Z 117K followers, 35.9K engagements

"10 Things your Fractional CFO should be doing for you Get $100 when you sign up for a new Relay account and fund it with at least $100 To learn more go to https://www.claracfo.com/relay To learn more about our CFO services for B2B services providers making over $1M in annual revenue go to: https://claracfo.com/cfo-services/ Cost of Hiring Worksheet: https://learn.claracfo.com/cost-of-hiring-new-employee-or-contractor-2022 Considering hiring a fractional CFO for your small business In this video we break down the essential services every fractional CFO should provide and what sets a top-tier"
YouTube Link 2024-09-02T23:00Z 127K followers, [----] engagements

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