Bookkeeping | Accounting | Wise, Wizardly Advice
for coaches, consultants and creatives
I’m the guy you call when you absolutely, positively hate doing the books
Sorry to interrupt your summer. BUT … December 31st is coming. And this year, it’s not just New Year’s Eve. It’s the CEBA loan repayment due date (if you took…
Everyone’s talking about AI. And some people are saying that accountants and bookkeepers should be terrified of AI. 5 years or so ago….Intuit’s QBO and other cloud-based accounting software introduced what they called “Artificial Intelligence” (AI) into their software. The gurus and thought leaders in my industry freaked out.
“Secret Agent Man, Secret Agent Man They've given you a number and taken away your name” That song kept on rolling around in my head as I sat down to write. Want to know why?
Stories. Do you love them? I do. (Who doesn’t?) I’ve been told that they’re our oldest form of teaching and communicating. This is a story about Laura Belgray, the Queen…
A couple of centuries ago when we were newly married, we returned from our honeymoon, and a few days later celebrated Rosh Hashana (the Jewish New Year). One of the iconic foods during this season is honey cake and Gail baked her first one for us. It was great, but not quite like my mother’s.
“I owe HOW much in HST? You’ve got to be kidding – I don’t have that in the bank”. My client stared at the report in shock. We had finally straightened out his past-due federal Harmonized Sales Tax (HST) return. Now that he knew what he owed – he needed to figure out how he was going to pay it–since he’d already spent the money he’d collected. Oops.
So there I was, pushing the shopping cart down the aisles at No Frills while Gail pondered our next purchase.. When THAT song came over the speakers at the store. Nope, not one that makes me cry.
“You got paid in full in advance, right? Huh? Where’d that come from? I’ll tell you. Last week at the Wednesday morning online networking group...
Once upon a time, at an Association of Independent Consultants meeting (AIC), [Update: an organization, which, sadly, no longer exists!] we were discussing branding, and how the real and perceived…
Are you located in Canada? And do you ever write cheques on a Canadian bank account and mail them to a supplier in the United States? A couple of months…
Want to know what the QuickDiagnostic looks at? Here’s just a few of the items:
We hop on the telephone for a 45-minute, complimentary, no-obligation “Getting to Know You” consultation. I’ll ask you a whole bunch of questions to evaluate where you are now, where you want to go, and what you expect to get out of us working together. And yes, you’ll also have time to ask me questions.
If we do decide that we’re a good fit, we’ll schedule the next step. If we’re not a good fit (now) that’s OK. (It happens—better to figure that out now!)