One of the first questions that comes to mind when I am evaluating a “work management” solution is how I can get emails into that system as a task, page, note, or whatever!

Some applications are better than others about this. ClickUp, for example, makes it really easy to get a...

Every month, when you reconcile your bank and credit card accounts in QuickBooks Online, there is an important part of the process many people miss.

You’ve just finished confirming everything in your books that cleared the bank or credit card account. 

The temptation is...

Here’s the roadmap for Nerd’s Courses for 2023

Welcome, intro and 97 & Up

First, how is everyone doing? It’s been a crazy few years with lots and lots of changes. 

As I think most of you know I have been at this for a long time now and it’s...

It’s boring.

It’s the same thing everyone else is doing.

If I see another video on “Insta” (said in a quirky teen-like voice) with someone pointing at or reacting to their captions as they appear with a stupid smile on their face, I’m going to vomit all over my...

“Maybe young Barnes did not know it at the time, but his bulldog determination, his persistence in standing back of a single DESIRE, was destined to mow down all opposition, and bring him the opportunity he was seeking.”

That quote comes from Chapter 2 of Think And Grow...

If you are an accounting professional who is sick and tired of abusive clients, who never get you what you need on time, and then call at the last minute expecting you to perform miracles, you are not alone.

I see what’s going on. I watch from afar. In fact, the complaints seem to...

Let’s face it: the title of this article says it all. When was the last time you saw a major update to any browser?

This is further evidenced by the incredible number of open tabs you likely have right now! Go look! Can you even tell what webpage any tab is open to? Probably not, and...

If you LOVE this then you will definitely want to look at my Google Sheets Deep Dive!

Bring in more sales and control expenses. That’s what most KPIs that most people look at will translate into when you analyze them. And the reason for that is that most businesses who are seeking help...

Let’s say you invoice a customer for services and, even though it’s 2023 and there are much faster and more secure ways to pay, your customer pays you with a good old fashioned check!

This means you deposited the check and the funds were credited to your account, and some time later...

Nerd's Notes To Accounting Professionals

So you’re working on a client. You’ve set aside the time and the client promised you they would upload all of the statements and documents you need. You counted on that when you scheduled the time to work for this client. 

But the...

Get the sexiest notes in the Galaxy

for all of the resources mentioned:
Ask Nerd Vol 1. Show Notes

And how much gas is in the tank?

Overdrive

You know I have never been a fan of any of the so-called “KPI” (Key Performance Indicator) or “Dashboard” tools out there. They are either very limited or very difficult to use. 

But when Trevor Lee...