business growth

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 […]

It is a New Year with new challenges – are you ready?

January 4, 2023

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 […]

Your Practice’s Financial Reports

May 27, 2021

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 […]

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 […]

Calling All Practice Nightmares: Lessons from Chef Ramsay

October 11, 2018

Kitchen Nightmares with Chef Ramsay is a favorite show. After initially watching it, I quickly realized there is a lot of business takeaways that business owners can learn from Chef Gordon Ramsay. If you have never watched the show, failing restaurants invite Gordon Ramsay into their businesses to determine what is wrong and then fix […]