Is it time to realign your business for 2025? I’m taking a hard look at what I love doing, what I do best, and where I can bring the most value—now’s the perfect time to reset and head into the new year fresh and focused!

Finding joy in sharing knowledge isn’t always easy, especially with naysayers around. Learn how to embrace your work, manage the ‘yuckers,’ and empower others by staying true to what drives you.

Cyber threats lurk where we least expect. Uncover your security blind spots and safeguard what matters most.

QBO Tech Tip: Learn the essential steps for managing QBO bank feed transactions to keep client files clean and compliant. From closing books to setting up smart processes, discover the tips that prevent unwanted entries and ensure data accuracy.

Discover the essential security elements to look for in cloud applications: bank-level encryption, DDoS prevention, data storage locations, internal security policies, login/logout options, SOC2 compliance, and user permissions. Protect your business and client data by ensuring these key features are in place.

QBO Tech Tip: Adding default tax codes for Canadian customers helps you streamline invoicing, especially for out-of-province and exempt sales. You'll save time and ensure accurate tax coding—this tip is particularly beneficial for e-commerce clients managing various tax regions or product lines.

In life and business, running uphill builds strength, while walking downhill lets you enjoy the view—balance is key! Whether you're powering through challenges or slowing down to see the bigger picture, finding the right pace is essential for growth and success.

Choosing the right practice management app can be overwhelming—Discover the top thirteen must-have features in a practice management app for your accounting or bookkeeping firm. From custom fields and email integration to native automation and workflow templates, this list will help you streamline operations and bring efficiency to your day.

QBO Tip: Learn how to filter for attachments and easily download them in batches or individually, simplifying your expense management.

Learn from the "back-in boat guy" and master your ideal client strategy. Identify your ideal customer, understand their needs, know where to find them, and set your price to build a client base you love.

Manage current reconciliations while waiting for older paperwork using a "soft reconciliation" approach. Start by customizing your reconciliation filters for current date ranges and proceed with the soft reconciliation. This method allows you to continue progress without pausing the entire project until older details are available.

I am big on change; I am always iterating on my business models, app stack, systems and processes - so, of course, that means there are trials along the way.

Navigating the aftermath of Hurricane Ian has been a journey filled with challenges and small victories. And as I always say, "Change is hard. Not changing will be harder." This experience has reinforced that mantra, showing how embracing change, even when it's messy, ultimately leads to growth. Through the ups and downs of rebuilding, we've learned that adapting to the unexpected is key to moving forward.

Feeling overwhelmed by app choices? Explore the frustration of decision paralysis through a fun analogy of golf cart shopping. Learn practical steps to streamline your tech upgrades and avoid being bogged down by too many options.

Good QBO housekeeping is essential. Regularly clean up and reconcile Accounts Payable and Accounts Receivable as you create JEs to ensure accuracy.

Reflecting on my recent post about being "busy," I want to address those who feel overwhelmed by unavoidable commitments. While my tips aim to help manage controllable aspects of busyness, I empathize deeply with those facing unavoidable demands and hope to offer some understanding and support

Are you truly busy, or is it just a mindset? Explore why people identify as "busy" and find practical tips for organizing tasks and managing time effectively. Discover strategies to streamline to-do lists and reduce the feeling of being overwhelmed.

Struggling with tasks you dislike? Learn how focusing on services you love can streamline your workflow and boost efficiency, transforming your workday into a more enjoyable and productive experience.