business

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. 

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 […]

Trust Your Gut.. if you suspect employee theft

October 22, 2018

When the end of the day cannot come soon enough, and the tension in the office can no longer be ignored, you know something must be done. But where do you even start? Snippiness fills the office and employees are lashing out, but your head is already reeling with a hundred other thoughts to even […]

Be The Boss: Embezzlement Nightmares

October 15, 2018

“I hate calls like these,” I thought as I hung up the phone. My heart ached. A dentist discovered his longtime, trusted employee had been stealing his hard earned money from the practice. It had been my seventh call that week. He alternated from anger over the theft to heartache over losing the relationship. “But, […]

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. […]

It’s Time To Review Your W-4 Tax Withholding. Here’s Why.

August 20, 2018

With the new payroll tax cuts signed to order, it was difficult not to get excited. It was awesome to get more in our paychecks to pay the bills. However, if you did not carefully evaluate how the tax cuts would affect you personally, you may not be celebrating April 2019. What Is Your W-4 […]

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 […]