All Videos
149 videos from Financial Tech Lab by Clara CFO Group
11:34FreshBooks for Bookkeeping: Honest CFO Review
485 views
22:17Xero for Beginners: Don’t Skip These Setup Steps
395 views
22:42Xero Tutorial: How to Do a Month of Bookkeeping in Xero
885 views
4:33Which Quickbooks Alternative Will Impress a CFO?
692 views
24:339 AP Platforms Tested by a CFO | Final Scores and Rankings
448 views
29:45Quickbooks Online Elite Bill Pay - CFO Reacts to New Features
308.6K views
16:22Forwardly for Accounts Payable? CFO Tested
321 views
23:25MakersHub: Finally, a Better Accounts Payable Solution for Construction Businesses
427 views
16:00I Tested Relay’s AP Tools...Here’s What I Found
319 views
18:11Xero Bill Pay Review: Can it handle your AP needs?
432 views
28:55Does Ramp Live Up to the Hype? Testing Accounts Payable in Ramp
2.3K views
23:44Putting MakersHub to the Test - Accounts Payable & Bill Pay Review
601 views
22:55Accounts Payable and Bill Pay using Bill - Is it better than QBO!?
834 views
18:20Melio Review: A Better Accounts Payable Alternative to QuickBooks?
909 views
16:315 Best Alternatives to QuickBooks Online Accounts Payable (AP & Bill Pay)
1.3K views
31:20Get Started with Accounts Payable and Bill Pay in QuickBooks Online
9.5K views
19:43Everything you need to know about filing Form 1099-NEC in 2026
8.4K views
19:40Will Quickbooks Online replace your expensive CRM?
3.0K views
15:38QuickBooks Online Invoicing Made Super Simple (New Interface Walkthrough)
4.9K views
11:30Improve your revenue reporting with this QBO trick
1.4K views
11:41Use QBO Bank Feed Rules to speed up your Bookkeeping
1.7K views
25:21Customize Your Chart of Accounts in QuickBooks Online (2025)
19.4K views
17:46QuickBooks Reporting Tutorial 2025 - with the NEW modern view
4.5K views
15:11QuickBooks Online Setup in Minutes — Faster Than Ever (2025)
6.7K views
21:56How To Do One Month of Bookkeeping in Quickbooks Online {2025 version}
105.5K views
13:35How to Use QuickBooks Online NEW Bank Feed – 2025 Update & Walkthrough
7.5K views
19:34NEW QuickBooks Online Tutorial for Beginners in 2025! New User Interface Changes to QBO
13.7K views
3:47Big Changes Coming To This Channel!
6.3K views
20:20Relay’s NEW Starter, Grow & Scale plans: which one fits your business?
716 views
19:43QuickBooks Online’s BIGGEST Change in Years (Full Walkthrough)
5.4K views
14:30Struggling With Sales in 2025? Watch This!
1.2K views
11:37Small Business Accounting: The Ultimate Checklist
2.8K views
12:31The Hierarchy of Accounting Needs: A Guide for Growing Businesses
2.4K views
12:10Why “Breaking Even” to Avoid Taxes Is Ruining Your Business
1.9K views
5:1550+ Episodes Later! Discover the Financial Clarity Podcast for Service-Based Business Owners
520 views
22:52Scenario Planning for Small Business Survival in 2025 | Cash Flow Forecasting Walkthrough
2.0K views
12:25How FDIC Insurance Really Works for Your Business Bank Account (and How to Get MORE Coverage)
1.0K views
11:43How to Get More Money Into Your Business ASAP
1.1K views
7:29FinCEN Updates BOIR Rules - Help to US Companies and Citizens! {BOIR Update March 21, 2025}
3.4K views
26:17Best QuickBooks Online Alternatives for 2025 | Xero, FreshBooks & Puzzle Reviewed
3.3K views
3:09BOI Reporting Update March 2025: No More Filing for U.S. Citizens & Domestic Reporting Companies!
19.2K views
14:35Are Credit Card Rewards Taxable? Business & Personal Credit Card Tax Rules Explained
2.1K views
28:16My Favorite Personal Finance App for Small Business Owners - Monarch Money
3.6K views
16:53My Simple and Effective Banking Structure for Small Businesses
4.4K views
2:59BOIR Update as of February 3, 2025 - SUPERSEDED
4.2K views
22:33Set up a new company in QBO in 2025
25.7K views
12:10How to Fill Out a W-9: A Guide for Small Business Owners
23.5K views
16:221099 Basics for Small Businesses: Who Needs One & How to Prepare
13.1K views
19:43Year-End Payroll for S-Corp Owners: How to Reclassify Draws to W-2 Wages Using Gusto
6.0K views
5:21FinCEN Reacts to Federal Court Decision - What are the BOI Reporting Requirements Now?
104.5K views
10:19FinCen BOIR Updates - Breaking News! Watch before you file!
49.7K views
24:01Answering Your Questions About BOI Reporting: What Business Owners Need to Know
6.7K views
23:1415 Essential Questions to Ask Before Switching Payroll Providers
1.5K views
9:48Understanding EIDL Loan Interest: Why Your Balance Is Growing
2.6K views
28:13Smart Debt Reduction Strategies for Your Business
5.0K views
13:58How to Set Up a Business Bank Account with Relay (and get a $100 sign up bonus)
6.1K views
13:49BOI Reporting for Small Business Owners - Step-by-Step DIY Guide
126.8K views
15:53BOI Reporting - What you NEED to know as a Small Business Owner
35.3K views
13:40Core Beliefs on Money & Business Success | My CFO Mindset for Small Business Owners
10.1K views
9:53Retirement Savings MISTAKES You Might Be Making!
1.5K views
16:49Once a Side Hustle - Now a 7 Figure Business - The Clara CFO Story
2.8K views
19:5210 Things your Fractional CFO should be doing for you
9.0K views
37:27The Future of Accounting with Hector Garcia
4.6K views
12:23Clara CFO update: My decision to split the Company
2.0K views
14:24What is an EIN and how to get one?
22.1K views
15:10Is your idea a new business? Or just a new revenue stream?
809 views
19:15Saving for Taxes: an Essential Guide for your Business
2.0K views
17:27Starting Your Business: Essential Steps for Success
6.9K views
16:16Our CFO Accounting Tech Stack for Small Businesses
4.6K views
15:32How Much Money Should You Take Out of Your Business? | Owner's Draws & Distributions Explained
4.4K views
19:19What can Relay Business Banking do for you? (plus get a $100 sign up bonus!)
3.4K views
16:14Are Owner's Draws Taxable? Common Questions Answered!
8.0K views
15:19How much cash savings does your small business need?
2.8K views
16:16Cash Basis vs. Accrual Basis Accounting Explained: Which Is Right for Your Business?
13.3K views
8:50What is Months of Cash? A measure of small business financial health!
2.1K views
11:57Owners Distributions for Taxes
4.0K views
12:06Best Practices for Owners Equity
7.6K views
13:15Owners Distributions: What You Need to Know
14.0K views
15:23Mastering your cash flow starts with this...
3.0K views
11:44Maximizing cash flow by understanding your revenue model
1.1K views
9:14What is a healthy profit margin for small business?
22.8K views
14:28The #1 metric to track to improve profitability in your business
5.8K views
13:57The key to steady cash flow {get your free template}
2.2K views
15:46Forecasting Personal Cash Flow as a Small Business Owner
1.8K views
14:06How Your Personal Finances Impact Your Business Success
2.7K views
16:09Accounts Payable in QBO - How to record bills and manage AP
56.2K views
22:19Expert tips for hiring your first employee
5.6K views
17:13Track your fixed assets easily in Quickbooks Online (QBO)
13.9K views
17:27Level Up Your Business Finances - 5 Money Tips to Reach Your Goals
3.9K views
15:35Avoid Bogus Strategies: Effective Year-End Tax Planning
1.9K views
20:35What can Jirav really do? A demo of the FP&A platform
5.6K views
7:46How to Connect Bank Accounts & Credit Cards to Bank Feeds in QBO
6.9K views
17:51Gusto Payroll Demo - New Updates and Features for Small Business Payroll
29.5K views
13:09QBConnect 2023 - Hannah shares her experience and QBO updates
1.5K views
12:00How to Create and Modify Estimates in QBO and SAVE TIME!
6.2K views
5:59Customize your menu view in Quickbooks Online (QBO Tutorial)
3.0K views
11:52Rolling Forecast vs. Budget - Differences EXPLAINED
46.0K views
13:24How to Set Up a Budget in QBO - QBO Tutorial
24.2K views
40:20How to Create a Business Budget from Scratch in Excel
52.1K views
15:56Business Budgeting 101 - Learn the basics of business budgeting
73.5K views
19:36How to use a Cash Flow Forecast with a Case Study Example
14.3K views
5:02Insights into Business Banking with Max Mogollon of Key Bank
1.4K views
13:52Cash Flow Problems? Understand what REALLY impacts your cash
2.5K views
10:45Creating a company culture that empowers employees with Amalia Martino
474 views
14:46We’ve been working on something new for you!
1.2K views
14:05Demystifying Equity on the Balance Sheet
20.7K views
18:46How to Create a Cash Flow Forecast (in under 20 minutes) {FREE TEMPLATE}
157.7K views
12:11How to fix personal charges with business funds...and vice-versa {QBO Tutorial}
34.4K views
15:10What's Better for your business? - Loans vs Lines of Credit EXPLAINED
43.5K views
48:07Financial Clarity A property management Company
1.1K views
17:36How Inventory Works in Quickbooks Online (QBO)
113.1K views
10:15Maximize your Meals and Entertainment Tax Deductions in 2023
7.3K views
27:269 Passive Income Ideas for Small Business - REAL Strategies business owners are using right now
3.0K views
12:5010 Surprisingly Easy CFO Tricks to Improve Cash Flow in your Business
11.9K views
17:01How to Create Invoices in QBO
62.5K views
44:45This Music Studio owner got REALLY serious about his EIDL Debt - CFO Financial Analysis
1.6K views
8:22FDIC's EDIE tool - Know EXACTLY how much FDIC Insurance Covers
598 views
12:49Silicon Valley Bank Failed - what does this mean for your small business?
1.3K views
16:58What to consider when Hiring a Fractional CFO - Don't waste money on the wrong hire!
2.1K views
10:06Understanding the Income Statement - Every small business owner needs to know this!
8.6K views
33:57Thinking about becoming an S-Corp? Will it REALLY save on taxes?
4.1K views
8:08How to Read and Understand a Balance Sheet - Business Financial Literacy
26.5K views
19:44How to avoid duplicate transactions in Quickbooks Online (QBO)
90.7K views
9:15Don't Become a Victim: The ERTC Scam That's Targeting Small Businesses
2.2K views
13:46Numbers don't lie! How to do an Annual Financial Review of your Small Business
3.8K views
16:495 EASY Ways to Improve Profits in your Business by Analyzing Expenses
2.5K views
14:065 Ways to Analyze Your Revenue As a Small Business
2.4K views
13:09Best Practices for Small Business Estimated Taxes
2.9K views
13:56How to conduct an annual strategy meeting with your team
7.2K views
8:50Setting Goals That Matter: How to Make 2023 Your Best Year Yet!
843 views
9:31Creating your company vision and direction as a small business leader
1.3K views
18:5210 End of Year Tax Tips to Help Your Small Business
7.4K views
7:41What is Strategy? and a sneak peek into Clara CFO Strategy
1.3K views
45:15How to do a full month of bookkeeping in QBO {full tutorial}
905.4K views
22:32How to Set up QBO in Less than 20 Minutes (DIY)
168.6K views
29:04CFO reviews a Construction Company Financials
3.9K views
12:39Hierarchy of Accounting Needs - What does your business need right now?
1.8K views
8:47Intro to KPIs - What are Key Performance Indicators?
6.0K views
38:08HR Basics - What growing small businesses need to know
2.8K views
8:27Affording Benefits - What to consider when adding benefits costs
683 views
10:19HRAs for Small Business - what small business owners need to know
5.8K views
16:53What is a PEO? A CFO explains the features and benefits
12.1K views
10:23What options to consider when offering Health Insurance as a small business
20.9K views
12:34Employee Benefits Overview for Small Businesses
14.8K views
13:39Tips for small businesses in an unpredictable economy
662 views
40:31Cash Flow And Profit Coaching
1.2K views
11:48Most small business owners aren't doing these three things...
2.4K views
12:52Are you paying yourself enough? Business owners should make at least THIS much...
3.9K views
17:13How to pay estimated quarterly taxes to the IRS
21.7K views