CHALLENGES THAT BUSINESSES OWNERS FACE WHEN MANAGING THEIR OWN BOOKKEEPING.
At Shertzer Bookkeeping, we understand the challenges business owners face when managing their own finances. From organizing financial records to navigating complex tax requirements, bookkeeping can be overwhelming and time-consuming—taking you away from what you do best: growing your business.
Tax Series #1 - Form 1099-NEC
This video is about the 1099-NEC form, which is used to report income paid to independent contractors. The video explains when a 1099-NEC is required, who needs to file it, and the deadline for filing. It also provides information on where to find more information about the 1099-NEC.
Getting ready for taxes in 2025
This video is about getting ready for taxes in 2025. The video is hosted by Sean from Shertzer Bookkeeping. He talks about the importance of gathering documents early and the importance of finding a good tax professional. He also provides some resources for people who want to learn more about taxes, such as the IRS website and the Franchise Tax Board website.
About Shertzer Bookkeeping
This video is about Shertzer Bookkeeping, a YouTube channel created by Sean, the owner of the bookkeeping company. Sean introduces his channel and explains that he will be using it to teach viewers about QuickBooks Online, a popular bookkeeping software. He plans to upload weekly videos on Thursdays, each focusing on a specific aspect of QuickBooks Online. Sean encourages viewers to use his videos to learn about the software and decide whether they want to do their own bookkeeping or hire a professional like him. He provides his contact information in the video description for viewers who have questions or want to reach out to him.
How to connect your bank accounts to QuickBooks
This video is about how to connect your bank accounts to QuickBooks Online. The video is hosted by Sean from Shertzer Bookkeeping. He starts by explaining what QuickBooks Online is and why it is a popular bookkeeping platform. He then walks viewers through the process of connecting their bank accounts to QuickBooks Online. He explains how to choose the bank accounts you want to connect and how to map them to the correct accounts in QuickBooks Online. He also explains how to choose the date range for the transactions you want to import. Finally, he explains that the next video will cover how to categorize the transactions that are imported from your bank accounts.
How to create invoices and receive payments in QuickBooks
This video is about how to create invoices and receive payments in QuickBooks Online. The video is hosted by Sean from Shertzer Bookkeeping. He starts by explaining how to create a new customer in QuickBooks Online. He then shows how to create an invoice for that customer. He explains how to set the invoice date and terms. He also explains how to add a description to the invoice. Finally, he shows how to receive payment for the invoice and how to match the payment to the bank deposit in QuickBooks Online.