At Heartfelt CFO and Tax Services, we believe in empowering our clients and the community with the financial knowledge they need to make informed decisions. This education page features a selection of videos that delve into various aspects of financial management, tax planning, and bookkeeping.
Tax Prep Verse Planning
This video explores the difference between tax preparation and tax planning. While tax preparation involves compiling and submitting your tax return, tax planning is a proactive and strategic approach aimed at minimizing your tax liability.
Bookkeeping is just a cost
Some businesses see bookkeeping as just another expense. However, effective bookkeeping is an investment that can provide valuable insights into your business’s financial health, helping you make informed decisions to drive growth and profitability.