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.
🌿 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.
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.
📊 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.