If you are an accounting professional who is sick and tired of abusive clients, who never get you what you need on time, and then call at the last minute expecting you to perform miracles, you are not alone.

I see what’s going on. I watch from afar. In fact, the complaints seem to flow on the #T...

Let’s face it: the title of this article says it all. When was the last time you saw a major update to any browser?

This is further evidenced by the incredible number of open tabs you likely have right now! Go look! Can you even tell what webpage any tab is open to? Probably not, and if not, wha...

If you LOVE this then you will definitely want to look at my Google Sheets Deep Dive!

Bring in more sales and control expenses. That’s what most KPIs that most people look at will translate into when you analyze them. And the reason for that is that most businesses who are seeking help need to do exa...

Let’s say you invoice a customer for services and, even though it’s 2023 and there are much faster and more secure ways to pay, your customer pays you with a good old fashioned check!

This means you deposited the check and the funds were credited to your account, and some time later the bank noti...

Nerd's Notes To Accounting Professionals

So you’re working on a client. You’ve set aside the time and the client promised you they would upload all of the statements and documents you need. You counted on that when you scheduled the time to work for this client. 

But the needed documents aren’t...

Get the sexiest notes in the Galaxy

for all of the resources mentioned:
Ask Nerd Vol 1. Show Notes

And how much gas is in the tank?

Overdrive

You know I have never been a fan of any of the so-called “KPI” (Key Performance Indicator) or “Dashboard” tools out there. They are either very limited or very difficult to use. 

But when Trevor Lee reached out to me and showed me Genius Sheets,...

It’s a good day for a clearing account! Or so the expression goes!

Or doesn’t it?

I created this video many moons ago to make it easy for me when I had to explain The Undeposited Funds account. 

But the undeposited funds account was always a bit limiting. Notice I never even did one for ...

It comes up a lot. A client wants to upgrade from QuickBooks Desktop to QBO. My suggestion is always to start a new, clean company and NOT migrate the data. Some clients like the idea, but the ones who hesitate are usually most hesitant because they want a way to access customer history. 

It mak...

Last year as I was planning on putting together this Guide To The Galaxy resource, I was thinking about what would make this resource really valuable. 

As someone who LOVES playing with a myriad of productivity apps, I thought it would be useful to write some content that showed you a group of a...

At the end of 2022 OpenAI released ChatGPT, the latest iteration of AI software and one that has now taken the internet by storm. Some are going as far as to say this (or something like it) will replace or become Google.

Check out my Guide To The Galaxy Podcast Episode:

Is ChatGPT the Beginning...

If You Mix Up Personal And Business Expenses In QuickBooks Online

This can go two ways:

• Pay for a business expense with personal means (better)
• Pay for a personal expense with business means (commingling)

The bottom line is that it's bad to commingle personal and business funds.

I hope it n...