Blog

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

#I AM

August 6, 2018

“Come up with a word or two that encapsulates who you are as a person.” We were given a seemingly simple task, but the processes turned out to be surprisingly difficult. Paper Napkin Marketing has created a unique, thought-provoking campaign that reaches out and unites social groups into a collective whole. Sponsored by RevenueWell at […]

Welcome to The Information Age

June 25, 2018

Big Brother is Watching. Or at least, in the 70’s, we thought so. The illusion that the government had eyes and ears everywhere was at the forefront of our minds. Somehow, we believed, Big Brother (i.e. anyone in “authority,” such as government, law enforcement, etc.) would use a twig to rat out the tree. We […]

Why Scams Live and 10 Ways to Protect Yourself

June 5, 2018

It does not matter if you are participating in the Do Not Call Registry, receiving multiple scam and telemarketing calls is a daily annoyance. In fact, my phone roared to life with a telemarketing call even as I wrote this post. So, why do scams live? A scam, by definition, is a “confidence game, or other […]

My Dad’s Legacy Shared in 10 Life Lessons

May 29, 2018

Last Tuesday, May 22nd, my dad would have been 106. The date had become a reflection on my dad’s perseverance through a difficult life. From watching how my dad, and my granddad before him, chose to live life to their lives to the fullest and take every opportunity presented to them, I learned the basis […]

How to Keep Your Business Standing When Disaster Strikes

May 21, 2018

Moore, Oklahoma was devastated by an EF5 (210mph) tornado in May 2013. 24 lost their lives, including 14 children and 377 others injured. The powerful and dangerous tornado stayed on the ground for at least 39 minutes over 17 miles. Its path was densely populated with established neighborhoods and schools, just like many of yours. Witnesses […]

The Importance of Team Dynamics

May 14, 2018

If there is one thing I am passionate about, it is the Texas Ranger’s baseball team. In 1972, the new Arlington Stadium became the home of the Rangers and where I worked through high school. Now, I am a proud season ticket holder. The games are a mini-vacation from life, in short, they’re my vice. […]

Just Say NO to QuickBooks Online

May 7, 2018

Intuit is doing everything they can in their marketing endeavors to push all accounting software users to QuickBooks Online. While installing QuickBooks Desktop 2018, I was amazed at the blatant pop up offering three free months if I converted to the online version. Let me be clear, I get it. After all, QuickBooks Online looks […]

Caring For Those You Leave Behind

April 30, 2018

No one ever envisions a sudden death happening to them. Consequently, drafting up a will tends to be the furthest thing from the mind. However, if you are part of the family left behind, dealing with emotional loss is just the beginning of a long, difficult and challenging road ahead. I know this because I […]

Merchant Services 101: Part II

April 16, 2018

PCI COMPLIANCE: WHAT IS IT AND WHY DOES IT MATTER? By Guest Blogger: Cheryl Donahue Whenever a merchant processes, stores or transmits cardholder data, they are claiming responsibility for protecting that information. Failure to properly secure sensitive information can result in costly fines, audit costs, restrictions or worse should an actual breach occur. To ensure […]

Data Mining, Breaches, Privacy – Oh No!

April 11, 2018

In a news clip on CBS This Morning, three Silicon Valley CEOs agreed that data was the most valuable resource on the planet. In the clip, the speakers talk about surveillance capitalism: gathering as much information as possible of every user on the internet, which is “being used to not only watch people, but influence them, predict […]