business

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 […]

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 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 […]

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 […]

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 […]

6 Essential Takeaways After 21 Years In Business

October 2, 2018

1997 was a long time ago. The world is different in so many ways now and yet, not so vastly different in so many other ways. I am certainly different now than I was 21 years ago, but the lessons I have learned along the way have been essential to the growth of my business. […]