It is a New Year with new challenges – are you ready? Take a deep breath and step into a fresh new start for the new year! For many, the 2022 goals were oriented in “survival.” The trauma of the pandemic continued and was overwhelmingly real to so many who lost loved ones, friends, and […]
There is important info about QuickBooks 2022. Intuit is changing their strategy for QuickBooks desktop version pricing and it includes an annual subscription model. There are many reasons they are going to an annual model, one being getting more money for the same software but the other being forcing old versions to be updated. As […]
These past few months I have cleaned up four of the worst QuickBooks data files I have seen in 25 years. I have been stunned at the chart of accounts design, incorrect balances, misplaced transactions and the inability for the practice owner to get accurate financial reports in a timely manner, if ever. Seriously. These […]
COVID-19 shelter in place mandates across the world have encouraged deep dives into long ignored closets and drawers. I have one whole room of items ready to be hauled down to our local missions center and bags of unnecessary clutter/junk/used-to-be-sentimental items that have found their way to the curb or recycle bin. I’m now working […]
What a whirlwind the last few weeks have been. So much to sort out and figure out, and then once you figure out how to “play the game,” someone changes the rules. Truly we can say we have never experienced anything like it and I hope we never do again. However, IF something like this […]
All across the country, workers, head of households, single Moms and Dads, families, have lost their primary and secondary sources of income. It is numbing. The government has not finished working out the details of beneficial financial relief and we have no idea how long this is going to last. What do we do? If […]
One college Christmas break many, many years ago, I rang a bell for the Salvation Army kettle in North Dallas. It still seems like yesterday. Unfortunately, the weather those weeks between Thanksgiving and Christmas were “typical Texas” – 80 degrees one day, 20 degrees the next. One of those bell ringing days was a bitterly […]
Celebrating and sharing the bountiful harvest with a grateful heart. Before it was a national holiday proclaimed by President Lincoln during the Civil War, the first formal proclamation of Thanksgiving came November 26, 1789 from then President George Washington. And during President Lincoln’s Thanksgiving Proclamation, it was no Norman Rockwell holiday painting. President Lincoln’s proclamation […]
Another day, another breach. This time it is Capital One. The news in a nutshell: the creditor was hacked and personal information was jeopardized. Here is what Capital One says: Based on analysis, over 100 million in the US and over 6 million in Canada are affected. Those individuals and small businesses that applied for […]
The dentist who was hosting me graciously treated me to dinner at one of his favorite places, prior to speaking the next day. About 15 years older than me, he was the same age as my sister and the conversation quickly flowed to growing up. As it flowed to Vietnam, where he had served as […]
