Slack was purchased by Sales Force on July 21, 2021. I remember being in some Facebook groups at the time, and people worrying about how this would impact them, since they were using it (many at my suggestion) for all of their clients.

The question as always after an Acquisition like this is what w...

If you love this tip,

👇 you're going to love my Google Sheets Deep Dive 👇
nerdyurl.com/Google-Sheets

One thing I am promising for 2023 is more content on how to keep really good workpapers to support your calculations that are ultimately used in preparing the bookkeeping for your clients. 

I woke up this morning and remembered that a client who recently agreed to pay me for some extra work had never paid me for it. So I looked it up in QuickBooks Online and noted that he had not yet paid the invoice. This was of particular importance to me because I actually don’t want him as a client...

For a while now I've been missing a really good note taking app.

At the same time you may have noticed my obsession with a number of "productivity apps" and as I've studied more and more of these my research has taught me a term that describes all of these apps perfectly:

Knowledge Management

I t...

It happens! It happened to my client not long ago in a galaxy not so far away! He held an event outdoors and collected a bunch of cash for merchandise they sold. They kept good records, but completely forgot to share them with us so we could record everything and pay the sales taxes. And now that pe...

Most people’s to-do lists create more stress instead of relieving it. But they are supposed to relieve stress, so how can they have the opposite effect? The quick answer is that most to-do lists lack context. For some things, like “remember the milk”, that’s fine. That’s all the context you need. Or...

If you use QuickBooks Online then the question of Class vs Location is bound to come up at some point.

When I am asked by people, which one should I use? My answer is always both!

First let me show you where to go to turn these features on in the QuickBooks Online Settings.

Click the Gear Icon th...

Welcome to Nerd’s Guide To The Galaxy

I was twenty-eight years old when I first moved to California. I was only planning to be here for six months while I was in rehab. Three months in, I decided to stay and get a clean start in a new place. I knew that this alone would not keep me sober. After ...

This article was inspired by a twitter thread I saw about a CPA who gave advice on how you can deduct your family trip to the Pumpkin Patch.

What happened next was hilarious..

View it on Twitter and check for the hashtag #Pumpkingate:

Say you don’t know how “ordinary and necessary” is define

...

Nerd’s Guide To The Galaxy is expected to launch on Monday Oct 31, 2022. I’ve been hinting at this for a little while, but soon it will be a reality.

So what is it?

It’s everything I’ve had experience with in an array of formats:

A Blog

A Podcast

A Mind Map

And an Ask Nerd form

Th...