finance

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 […]

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 […]

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 […]

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 […]