I hope you get something helpful from our conversation! It’s essential that we share our questions, doubts, struggles and challenges in order to discover that we’re not alone, and to provide support for our colleagues, ultimately affecting the mental health of the whole industry, and assisting small businesses in their important community-building work. (Another passion project of mine — come see me present the panel “Vulnerability as a Strength” at ‘s “What’s Your And?” podcast; my memberships in accounting communities such as puts you in a position where you don’t know how to do your job. Ha ..read more

Note! As my readers know, I am downright fanatical about transparency and full disclosure (often to my detriment, as you may have noticed that I have a wildly popular award-winning blog that is non-monetized). Though this particular post is a paid partnership with Intuit, I want you to know that a) I wanted to write an article on QBDT–>QBO conversions anyway, but couldn’t find the time; getting paid allowed me the break from client work I needed to make it happen; and b) they didn’t delete a single thing when I presented it. In fact, they were totally cool with all my Intuit-bashing… w ..read more

Looking forward to the formal announcement at . If you see me there, please come on up and introduce yourself! to speak at Scaling New Heights  Accounting Technology conference, to be held June 16-19, 2024 in Orlando. Top 100 recognition by peers and their industry has opened doors of the amazing women in this group that was nominated for the received a place in either the main tier or the “ ” award. This really says something about the community that has built. We support each other — and something that I see in common with all our Top 100 and 25 Up-n-Comers is that every one of them foc ..read more

And while we’re here — did you know that will get you a $100 prepaid Visa card when you sign up and run your first paid payroll? Or — $200 if you have over 10 employees! And for accountant partners, signing up will earn you $500 once you’ve added and run payroll for three clients. Next year, you too can be reveling in the glory of pre-prepared small business retirement credits! a copy of the IRS form itself, filled-out Guideline, and b) were on them both for all of 2023 ..read more

Now, get yourself online and go make those first-quarter safe-harbor quarterly tax payments, already! 2) What if I don’t have a tax preparer? Throw whatever you can at the quarterly estimates and contact a CPA to help you… Tax Day. Please be respectful of the plight of tax preparers right now. It will not serve you long-term to try to wedge yourself onto someone’s calendar last-minute: almost all the good ones had a deadline for submitting tax materials weeks ago; we’re all exhausted and likely to make mistakes this time of year if we’re taking on too much and not taking care of ourselves; and ..read more

an episode of Randy Crabtree’s Unique CPA Podcast ; or check in with my blog — I’ll be one of the first to joyfully report it when the time comes! And for those of you who have filed accurate ERC claims and are still waiting for the IRS to end its moratorium — still no information on when processing will begin again. Keep your eye on the I can offer a referral link ” offering, where they take a look at what you’ve claimed and either verify that it was done correctly, or recommend changes and help process the amendments. They stress that it is never too late to fix a claim that has already been ..read more

Thank you so very much for your support! . Awards like these drive traffic to the blog and lead to more speaking engagements; this educational component of our company’s mission is something about which Nancy is extremely passionate, and it feels meaningful and satisfying. requests a bunch of info (it’s a spammy organization), but you can enter N/A for some of the items (except state, zip & country) if you prefer. Although they ask about your title and number of employees in your firm, you do not need to be a business owner to participate in voting. Just complete those fields with “Owner ..read more

— a leader in news and education for our industry — for inviting me to join a truly exceptional group of colleagues on the inaugural advisory panel. The primary purpose of the panel is to help us stay in touch with the audience we serve and to continue to provide the content you want. The panel members will also be instrumental in helping us shape the future of Insightful Accountant by identifying areas of improvement, new opportunities and being a collective sounding board for us as we explore what is next for our business. And if you’re a member of our community, please reach out and let me ..read more

There are loads of articles and courses out there on Open Book Management — and plenty of restauranteurs who are glad to network and share their experiences. For a short introduction, I encourage you to . This is not a referral link — I’m just excited to get the word out, to help as many small business restaurants as I can in my time. I’ve always maintained — and as our mission goes — we believe the vibrancy and character of our neighborhood depends on thriving small businesses lending their unique vision to our communities. ), “…small to medium enterprises can greatly benefit from open book m ..read more

Note! As my readers know, I am downright fanatical about transparency and full disclosure (often to my detriment, as you may have noticed that I have a wildly popular award-winning blog that is non-monetized). Though , I want you to know that a) I wanted to write an article on QB Ledger anyway, but couldn’t find the time; getting paid allowed me the break from client work I needed to make it happen; and b) they didn’t edit a single thing when I presented it. In fact, they were totally cool with all my Intuit-bashing… which made me pretty impressed with them, to be honest. I might just do this ..read more