UPDATE: COMPROMISED SOCIAL SECURITY NUMBER
May 10, 2024ALL my identifiable personal details were found on the dark web as a result of the AT&T breach, and the cause of most breaches is human.
Financial Organization
Important Year End Considerations
December 22, 20232023 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, 2023How 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 […]
BREAKING NEWS: US QUICKBOOKS DESKTOP NOT SOLD AFTER JULY 2024
December 4, 2023Ok, I admit. This came out a couple of weeks ago and a client knew before I did. Is it true? In April of this year, I started getting panic phone calls that Intuit was discontinuing all desktop products, forcing everyone to move to QuickBooks Online. It turns out they were just sunsetting QuickBooks 2020. […]
Dentistry Today’s Leaders in Consulting
November 30, 2023Since 2005, I have been honored to be included in Dentistry Today’s notable list of dentistry’s Who’s Who. I will never forget the look of my parents when I showed them my picture on the cover in 2005. Let’s be honest. They probably were in shock! Looking at the faces on the cover this year […]
ISSUE #3: DO YOU UNDERSTAND YOUR FINANCIAL REPORTS?
November 13, 2023When you walk into a make it or break it battle, you want all the tools available to fight for whatever crosses your path, right? You do not necessarily want to show up to the raging battle with a kitchen knife, right? Or even a spear, if you were untrained as to how to successfully […]
Saving Cents with Common Sense Issue #2
October 30, 2023Saving Cents with Common Sense Issue 2: Interest rate hikes stink if you need a loan or carrying a credit card balance but they are great for high-yield savings accounts and CDs. High yield savings accounts make money for you without expended energy. The past few months, I have been pleased to see more practices with […]
Saving Cents with Common Sense Issue #1
October 17, 2023The impact of a slowing economy has hit our bank accounts hard with the rising cost of groceries, gas, replacement costs of equipment, supplies, utilities,travel … the list goes on. I just purchased a flight for an upcoming speaking engagement and the cost stunned me. This flight had increased 32% in a year. So, let’s […]
Intuit’s QuickBooks Changes Over 30 Years
September 9, 2023There 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, 2023The 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.