Blog

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

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 […]

…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 […]