Writing
Blog
Longer pieces on the questions that come up mid-problem: what a clean year-end handoff contains, when to repair a QuickBooks file instead of replacing it, why duplicates keep coming back, and what books cost once they have drifted. Every post answers its question in the first paragraph, and every price named is published rather than quoted.
5 posts
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August 18, 2026
Should you start a new QuickBooks file?
Three years behind and tempted to start clean. What a new file actually costs you, and the narrow cases where it's right.
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August 4, 2026
What your CPA needs at year-end
The records a tax preparer asks for that QuickBooks doesn't hold, and the handoff pack that ends the January email chain.
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July 21, 2026
When a firm neglects its own books
Why the people who fix books for a living fall behind on their own, and the close order that stops it happening again.
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July 6, 2026
Duplicates across a client roster
Bank-feed duplicates come from setup choices, not from banks. What to standardize so they stop appearing at all.
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June 23, 2026
QuickBooks vs Xero, for a firm
Not which is better. Which one to standardize on, and what a roster split across both quietly costs you every month.