Behind the Scenes Financial Services

12/09/2025

I got curious about this Instagram thing. Big things are coming! Stay tuned and Stay Curious!

09/17/2025

Discover how AI cuts accounting busywork, boosts client value, and transforms your firm into a proactive powerhouse.

11/13/2022

Hurricane Nicole aftermath.

11/13/2022

Happy Birthday

04/30/2019

The proposal is accepted! A new client is added to your list! What an exciting day! But wait – there is one more step to complete before you begin. What is that step? Agreeing what you will do, what you won’t do, what you will charge, the timeframe for delivery of the results, the terms …

08/03/2018

I just made a donation to the National MS Society! Together we can create a world free of MS.

For cyclists and all those seeking a personal challenge and a world free of MS, Bike MS is the premier fundraising cycling series in the nation.

07/28/2018

Retweeted Veronica Wasek ():

Please reinstate Hector Garcia's Youtube Channel. He's an invaluable resource to the accounting community https://t.co/Cg8rtC8vi8

07/25/2018

Retweeted Howie Mandel ():

In honor of tonight, I'm feeling a FOLLOW SPREE! RETWEET THIS and I'll follow some of you.

07/22/2018

I'm using Mailstrom to keep my inbox under control and I love it! Use my referral code to start your own free trial!

The smarter, faster way to clean out your inbox. Remove hundreds (or even thousands) of messages from your inbox all at once. You'll be amazed at how fast you can approach Inbox Zero!

06/28/2018

Time is running out for Early Bird Pricing for !! Ends TODAY! Don't miss out on this deal - this conference will change your business and your life! https://t.co/jfRk9X3HTN https://t.co/ygTmj74kQu

QuickBooks Connect is a multi-day event that brings entrepreneurs, small business owners, accountants & developers together to grow, learn & connect with each other.

06/25/2018

Why is my balance not showing on my bank’s balance sheet? by Debra Kilsheimer

Debra Kilsheimer's answer: Perhaps you have no money in the bank! If that’s so, it wouldn't show because it would be zero. But I think what you are asking is why is the book balance different from the bank balance? First, make sure you are looking at the same dates. Your bank balance is as the ...

06/17/2018

Blockchains are the internet of Value.