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Thoughts from a fraud examination expert. For businesses seeking to understand the fraud and embezzlement schemes that can restrict growth and damage trust.

No NEW QuickBooks Subscriptions after September 30

September 4, 2024

This is the last month QuickBooks Desktop will be sold to NEW CUSTOMERS. If you are a current subscriber, this does not pertain to you. No NEW subscriptions will be sold after September 30, 2024. According to an Intuit post, “We will continue to provide security updates, product updates, and support for existing subscribers.” If […]

QuickBooks Desktop Update

April 9, 2024

This will be a short blog post but daily I still get emails regarding what is going on with the QuickBooks desktop version and what they should do, and how Intuit Sales told them that the online version would be the only survivor of the two options because Intuit was no longer going to sell […]

Yet Another Dangerous Breach

April 2, 2024

This last week, AT&T notified 73 million of its current customers of a cyber-attack where personal information was found on the dark web. 65.4 million former account holders were also affected. That’s one in five Americans…. Here is what was breached: Social Security Numbers Four-digit pins Perhaps full names, email addresses, mailing address, phone numbers, […]

Super Tuesday in Texas

March 6, 2024

Yesterday was Super Tuesday in Texas. It was a day that we exercised our right to vote on the things that matter to us in this country. Our vote matters. The results do not always end up how we voted but it is a blessing to live in a country where we can still EXERCISE […]

2023 Into 2024

January 6, 2024

2023’s mantra were the following three things: Be the Compassion and Wisdom Someone Else Needs Work Smarter, Not Harder Remember to Play, For There You Are It is shortsighted to believe that nothing needs changing in our work and personal lives. Everything can be going great, yet something always needs tweaking. We just have to […]

Important Year End Considerations

December 22, 2023

2023 is coming to a close but before we bring on 2024 (can you believe it?), there are important considerations remaining for 2023. Gather the logins, passwords and security questions/answers.  Let’s say you are an Office Manager and you have an accident that leaves you incapacitated. Where does the practice owner find all the logins […]

2024 Intentional Decisions

December 18, 2023

How have you decided to begin 2024? Same ole, same ole? Doing the same things over and over, just as you have always done it, and ignoring those processes that are not working, just because you have always done it that way? The new year is a time to make changes to obtain a more […]

Intuit’s QuickBooks Changes Over 30 Years

September 9, 2023

There have been many Intuit’s QuickBooks changes over 30 years. I have been teaching and writing about QuickBooks for over 28 years, starting with my first book, QuickBooks 1.0. It has certainly been a journey of drastic changes trying to keep up with an evolving technical environment. I was one of the first QuickBooks ProAdvisors […]

If It Looks Like a Duck….

July 1, 2023

The daily onslaught of email scams, fake phone calls and door to door cons are overwhelming. It is not just your car warranty any longer. 
Do not let your guard down. Deception abounds. 

IMPORTANT Info About QuickBooks 2022

October 7, 2021

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 […]