Why More Tools Don’t Fix Broken Understanding
Adding more tools to QuickBooks Online doesn’t fix confusion — it amplifies it. Understanding must come before automation, apps, or AI.
Where QuickBooks Online Actually Goes Wrong (And It’s Not Where You Think)
Most QuickBooks Online messes aren’t caused by bank feeds or automation. They’re caused by panic fixes, overrides, and misunderstood workflows.
Desktop Accounting Rewarded Stability. Online Accounting Rewards Understanding.
QuickBooks Desktop rewarded repetition. QuickBooks Online rewards understanding. Most QBO problems happen when old habits are forced into a new system.
Why So Many People Are Angry at QuickBooks — and Why They’re Not Wrong
QuickBooks anger isn’t about laziness or fear of change. It’s about lost mastery, unstable systems, and being forced to adapt without support.
The Trouble With AI Bookkeeping: When “Automated” Becomes a Mess
AI bookkeeping makes managing your books look easy—but unchecked automation often leads to hidden errors and costly cleanups. This post explains why experience still matters.
💬 The Office That Needed a Makeover
In 2001, a move to a neglected office on Victory Street taught me that leadership isn’t always given — sometimes, you build it yourself. This is the story of how a little paint, fabric, and faith turned a forgotten space into something alive again.
🌿 Stories from the Desk: What the Numbers Don’t Show
There’s something about standing still after years of pushing forward — the way the silence lets the truth surface. “Stories from the Desk” isn’t about balance sheets; it’s about what happens in the margins.
How I’m the Bookkeeper Helps Women Build Confidence Through Clarity
Helping women and creative entrepreneurs turn financial chaos into calm through compassion, clarity, and confidence.
Paperless by Design: Running a Sustainable Remote Bookkeeping Business
Going paperless isn’t just good for business — it’s good for the planet. Here’s how I’ve built a fully remote, eco-conscious bookkeeping practice that keeps life and work in balance.
When an Expense Is Both Business and Personal: What You Can Deduct
Some expenses overlap between business and personal use — but only part of them is deductible. Here’s how to figure out the right percentage for your phone, car, home office, and more (without crossing the line).
Catch-Up or Clean-Up? How to Tell What Your Books Really Need
Not all bookkeeping problems are the same. Some business owners are behind, others are up to date but disorganized — and most need a little of both. In this post, I break down the difference between catch-up and clean-up bookkeeping, how to tell which one you need, and why getting both right makes your books finally make sense.
Why You Need to Clean Up Your Chart of Accounts; Is Your Chart of Accounts Helping You — or Holding You Back?
Your chart of accounts is more than a list — it’s the structure your financial reports rely on. When it’s organized, your numbers tell a clear story. When it’s cluttered, they hide the truth. Learn how to simplify, merge duplicates, and make your chart of accounts actually work for you — not against you.
The Night My Daughter Sang Our 9/11 Song (2013)
On September 11, 2013, my daughter performed a song we created together called “The Birds Don’t Know.” Born from my memory of that day in 2001, it carried the image of birds continuing to sing while the world stood still. This is the story of how the song came to life, and the night she lifted it into the air on stage.
When Violence Steals a Voice: Reflections on Charlie Kirk’s Legacy
Charlie Kirk’s tragic death is a reminder that violence robs us all — silencing voices that should be met with debate, not bullets. This reflection honors him as a husband, father, and youth leader, and gathers voices across the political spectrum calling us to reject violence and choose compassion.
📊 Are Your Books Ready for the October 15th IRS Deadline?
October 15th is the FINAL IRS deadline for 2024. Download your free 42-Point Tax Ready Checklist and take advantage of my limited-time $267 Books Assessment promo (normally $300).
QuickBooks Desktop to Online Migration | QuickBooks Cleanup Rescue Guide: Do You Really Need 30 Years of Data?
Wondering if you need to migrate decades of QuickBooks Desktop data? Learn what really matters in QuickBooks Online migration and save time & money.
Behind on Your Books? Get Caught Up + Save Big on Ongoing Support
Behind on your books? Get caught up with expert cleanup + ongoing support. First month free when you sign up for bookkeeping services.
Is it Time to Switch Bookkeepers? Here’s How to Know
Your bookkeeper or accountant plays a crucial role in managing your business finances, but what happens when they’re not meeting your needs? In our latest blog post, we explore the signs that indicate it might be time for a change. From lack of communication and inaccuracies in financial records to limited expertise and high fees, we cover key indicators that could affect your business's financial health. Discover how to make a smooth transition to a new financial partner who can better support your business’s growth and success.
How to Spot and Stop Fraud in Your Business Finances
The Importance of Early Detection
The key to preventing fraud is early detection. The sooner you spot suspicious activity, the less damage it can cause. Here are some red flags to watch for:
- Unexplained discrepancies in financial records
- Missing documentation for transactions
- Sudden changes in employee behavior, such as reluctance to share information
- Consistent over-budget expenses or excessive spending in certain categories
By being vigilant and recognizing these warning signs, you can take proactive steps to protect your business from potential financial losses.
Is Your Business Ready For Tax Filing? Find Out with My 2024 Books Assessment!
Accurate and complete bookkeeping is essential for filing tax returns correctly and avoiding the pitfalls of an audit. If you’re not entirely confident in your financial records, you’re not alone. Fortunately, there’s a straightforward way to ensure your business is prepared: my 2024 Books Assessment!