Posts by Admin
My QuickBooks Desktop 2023 and Beyond WISHLIST
Admin | January 27, 2022
Last updated 01/27/2022 New Features added from my wishlist in latest version (2022)… Thank you Intuit! Bank Feeds: Improve the overall look and feel and make it more stable when sorting and filtering by dates Bank Feeds: Ability to search within rules or…..
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Specialization Masterclass for Accountants
Admin | September 30, 2021
This is an audio-only version of a class I teach on about choosing your target/niche market (Vertical and Horizontal), drafting your unique positioning statement, and examples of what advisory looks like for specific industries such as Construction or Retail
Read moreUpcoming QuickBooks Online Reports “Masterclass” (11/11/21)
Admin | September 22, 2021
I have a 2.5 hour deep dive course I am doing with Alicia Katz on 11/11/21 which will be delivered live using the Royawise platform. Its $150 and guaranteed to be the best reports class you have ever taken, sing…..
Read more The REAL pros/cons of QuickBooks Online
Admin | September 12, 2021
My QuickBooks Online Wishlist: https://bit.ly/qbowishlist Hannah’s (CLARA CFO) YouTube video: https://youtu.be/Y3YB5g75W_o
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Bookkeeping certifications
Admin | July 22, 2021
Because there is are national or state entities regulating the bookkeeping profession, there are several private entities out there that offer some sort of “Bookkeeper Certificate” program. There are several out there, and I will give you the short list…..
Read more From Bookkeeper to CPA to YouTuber.. my 12 year journey
Admin | September 25, 2020
If you are interested in learning my journey from the inception of my bookkeeping business in 2008 to getting my CPA license in 2014 and starting my YouTube Channel in 2015, this is an interview I had with Relay Bank
Read more Value Pricing vs. Subscription Model in Accounting w/ Ed Kless and Ron Baker
Admin | August 8, 2020
Value Pricing vs. Subscription Model in Accounting w/ Ed Kless and Ron Baker www.thesoulofenterprise.com
Read moreFor New Clients…
Admin | July 2, 2020
This is an open letter to all the potential clients that express interest to hire me or my firm for accounting and related work. I get several emails a week with start with: “I think I need to hire a CPA”; usually…..
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CPAs innovating during crisis with Garrett Wagner, CPA
Admin | June 21, 2020
CPAs innovating during crisis with Garrett Wagner, CPA
Read more AltAccountant Podcast: Fix This Next with Michael Michalowicz
Admin | May 31, 2020
AltAccountant Podcast: Fix This Next with Michael Michalowicz
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