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VIDEO: Click here to watch on YouTube.

Business Services Director, Erika Lewis, discusses QuickBooks Online in this video series.

In this video series, one of our Financial Assistants, Joseph Cavazos, and our Communications Specialist, Kaylee Kriese, will sit down with financial advisors, accountants, and business service specialists to discuss hot topics and more. Our goal with this video series is to educate and provide resources that will help guide you along your financial journey. In this interview, Erika Lewis, our Business Services Director and QuickBooks Advanced Certified ProAdvisor, will answer the frequently asked questions she receives from clients.

QuickBooks Online – The Basics

In this video, Erika will walk you through…

• The QuickBooks Online features you should be using but might not be
• What to do with your receipts once you’ve set up QuickBooks Online

When you choose to work with Storen Financial, you are choosing to work with professionals who use a holistic approach with the aim to produce impactful results. We are continually focused on helping guide you on the path to achieving your goals. We provide not only the common accounting services, but also personal guidance on how to operate your business more efficiently. No matter where you are on the pathway of business ownership, we offer services that can help you move further down the path to success. We reduce tax liabilities, we streamline operations through sound, simple processes, and we guide you in how to harness technology to increase your cash flow.

Want to learn more? Here’s an additional resource for you…

How Bookkeeping Services Can Save Your Business

Article from QuickBooks Intuit

Sure, bookkeeping can help you stay out of tax trouble and ensure you have an idea of where your funds are going. This is selling bookkeeping short, though. It can do so much more. If you’re still unsure about the necessity of a dedicated bookkeeper, here are several significant reasons for maintaining a separate checkbook and set of books for each of your businesses… Click here to continue reading this article from QuickBooks Intuit.


Check back frequently on our blog, as we’re always producing new educational content to help you pursue your financial goals! (Click here to read more.)

Or if you’d like to learn more about our QuickBooks training programs and other related services, check out our Business Services page where you can access these great resources. (Click here to read more.)

And as always, if you have any other questions, please contact us. (Click here for contact information.)


Presented by Erika Lewis – Business Services Director

Learn more about Erika and the rest of the Storen Financial team here.