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.

Defer or Accelerate Expenses or Income

Understanding when to defer or accelerate your expenses or income can have a significant impact on your tax situation. This video will provide you with insights into strategic financial decision-making to optimize your fiscal balance.


Automation can drastically streamline your financial operations, saving you time and reducing the risk of errors. This video dives into the benefits of automation in bookkeeping and other financial processes.

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.