Blog

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

REALLY IMPORTANT Info About QuickBooks 2022

October 7, 2021

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 a QuickBooks ProAdvisor, I received an email […]

…your choice makes a difference…

May 27, 2020

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 […]

SBA PPP & EIDL Tracking in Quickbooks

April 17, 2020

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 […]

So your business closed – now what?

March 19, 2020

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 […]

That Big Red Kettle

December 2, 2019

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 […]

Thanksgiving Proclamations

November 27, 2019

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 […]

Yet ANOTHER breach: The Capital One Breach

August 7, 2019

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 […]

Never Forget

May 27, 2019

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 […]

ALWAYS RESPECT THE STORM

May 20, 2019

According to The Weather Channel, the highest threat of tornado in years, with serious risk to life and property, has been issued for parts of Texas, Oklahoma and Kansas today. An outbreak of tornadoes, destructive hail, and flash flooding is expected. Including Moore, Oklahoma. With the severe weather a given, multiple school districts in the […]

Virtual Kidnapping – It Is All Too Real

April 4, 2019

Last night at 10:30pm, I had sleepily turned off the news when the phone rang. At that time of night, my heart stops a little and confusion set in all the more, especially when the caller ID looked as if I was calling myself. Curious, I answered. It was “Microsoft” to tell me that my […]