In ONE WEEK, QuickBooks® Made Easy™ for Nonprofits presents the “Advanced Nonprofit QBO Mini-Seriesa Go-Go“!
December 10-12, 2024
Last year was a hit, so we’re doing it again! Why, you ask? Top nonprofit trainers and industry experts cover SIX of the most challenging issues facing nonprofits – and the name alone should tell you it is going to be a good time, but you can catch a glimpse HERE:
Have you ever wondered how a nonprofit QB file should really be set up? Session 1 is for you.
Do you have a messy, disorganized QB file that no longer does what you need it to, but you are overwhelmed with the idea of renovating it? I am absolutely thrilled to be a presenter for Session 2, which teaches you how to “flip the financial house” of QB and go from a bad design to a good one (taught in Session 1) and not have to sacrifice your historical data!
Revenue is pretty important, but it is so easy to get it wrong when tracking things like investment activity or restricted grants. FOUR sessions are available to help navigate those.
Take one or take them all, but it will be the best time you ever had in an accounting webinar….I promise🤝
It feels like all we have done since late 2022 is QB Migrations:
• Desktop to online • Online (retail or wholesale) to online (discounted) • Online to desktop
While I have been performing migrations and conversions since 2010 and believe I am among the first (if not the first) QB ProAdvisor to offer this as a standalone service, it was not commercially available by me until 2018 and then offered on a nationwide scale until 2022.
As of June 2024: My dedicated team and I have completed 3500+ successful migrations, and this means that for every 1 migration = we have helped save 1 nonprofit anywhere from $600 – $3000 per year (depending on subscription level) on just their software subscription alone!
It still blows my mind to see that in writing. I ran those analytics 3 times to be sure.
A great big THANK YOU to our strategic partners QuickBooks® Made Easy™ for Nonprofits and TechSoup for making it all possible, and of course to Intuit for offering a discounted subscription to nonprofits in the first place. We appreciate all you do!
BY THE WAY:
If your nonprofit organization still needs to take advantage of these savings, please consider the following options:
Thank you to TechSoup for TODAY’S f-r-e-e (that spells FREE!) webinar for anyone who:
• Ever thought about getting into #accounting • Would like to strengthen their #nonprofitaccounting skills • Has lost out on grant funding and wants to avoid making that mistake again!
📢 You may or may not hear much of #MyAccountantVoice other than answering questions in Q&A and chatting in Chat, but it is still the most fun you’ll ever have during an accounting webinar….I promise🤝
Learn from the best, and stop doing things the wrong, wrong, wrong way!
Since we’ve been too busy DOING all the things to even post about them before now, I thought that I had better share at least a highlight reel from 2022 with you before you think that I don’t care at all, because I do.
I really, really do!
But now maybe you’ll see why you haven’t heard much from us lately!
I say Part 2 because I am finally getting around to another live post in the series of things that can be disguised as other things – but you can catch up HERE: Disguised As ___, Part 1
This is mainly for my #smallbusiness and #soleproprietor friends and clients:
➡️ RECAP: all cashapp platforms have to report payments to the IRS beginning in 2022, and 1099s WILL get issued.
THIS is why I’ve been telling you to use these payment platforms ONLY for gifting, reimbursements, and buying goods – NOT for paying individuals for services rendered – AND to help me make sure we keep good records!
Otherwise, both your Accountant and Tax Preparer will hate you, you might miss out on deductions, and the IRS finds out and considers it taxable contract labor anyway, so it’s a lose/lose/lose trying to pay people who did work for you with cash apps.
I know, I know. It’s easier.
But I promise it’s more work later on everybody, especially you.
I won’t get started on the whole ‘cashless society’ business right now – but the only way cash is really cash anymore is if it is REALLY cash.
Just like the only way to keep a secret is to REALLY keep a secret (but I won’t start THAT here, either).
✅ Don’t wait until tax time when it’s too late, and make me use #MyAccountantVoice – talk to me now about what to do instead!
I used to think there was no such thing as too much of a good thing.
If good is good, then more of it must be better, right?
Wrong. So wrong. Because THIS is the new situation.
FasTaco happened. A lot of it. It’s delicious.
There is too much of me and hubby thinks there is too much of him so we have decided to do something about it.
I honestly plan to clone him in triplicate the minute I get the technology down, but whatever…..
If I could only order more of him like that.
Basically, it is time for us to get serious again about our health.
I have hired both a nutritionist and a personal trainer for the Garcia household since apparently, we knew how to take care of 20- and 30-year-old bodies but NOT 40- and 50-year-old ones
Please wish us luck. And that we don’t kill each other or anyone else while getting through it.
I am literally paid to help others devise strategies that work best for them to get their desired results, and then to apply practical, real-life experience and expertise to help implement and execute those strategies.
That sounded fancy.
I also have a pretty successful track record.
At least for those who listen.
Even when it’s like THIS
You know what, though? It doesn’t feel fancy when your input is ignored and problems continue, or when you have to find a way to tactfully tell the one paying you that they are, in fact, the one causing said problems.
Cue repeat.
It actually feels more like THIS:
Because NEWS FLASH: Not everyone takes that information well.
Yeah, I know. Shocking, huh?
THEN let’s add in the fun of watching these same humans go through mentor after coach after consultant after expert…..who all provide nearly identical input, but with no positive changes, because you know, THAT person has to be wrong. And that one, too.And that one…..
I love what I do. All of it. And I have worked hard to learn and become what some consider to be an Expert (blush!) in my chosen fields.
I also truly love my clients and want to help them get what they need as quickly and as efficiently as possible.
And I know I am not the only one who usually feels fulfilled by the job(s) and satisfied with the results but occasionally feels frustrated and undervalued since it is all part of understanding human nature.
We do work with humans, after all. So I feel stabby some days, too.
It would be so nice if said humans knew exactly what they needed and how to specifically ask for it so that reality can match expectations and avoid unnecessary frustration a lot sooner, wouldn’t it?
Why, YES! Yes, it would.
If you kept asking for spinach so I kept handing you spinach although you REALLY meant to say bacon…who is really to blame here if you didn’t get the bacon you REALLY wanted and ended up with a pile of spinach?You are.
Yes, YOU.
How about if you ordered bacon but were only willing to pay for spinach?
Yep, still you.
AND you still end up with no bacon!
*I should probably also add that anyone who does not already know the difference between spinach and bacon is probably a dangerous psychopath who is way beyond my ability to help anyway.
SO…..
Here are some advicerecommendationsreminderstruths basics that will help you stop getting kale when you want bacon:
DON’T be surprised when the old “you get what you pay for” fundamental turns out to be true as we have literally been taught this for most of our adult lives
DON’T expect the knowledge, expertise, and results of a senior-level Accountant or Advisor if only willing to pay for an entry-level Bookkeeper (as one example), or expect a General Practitioner holding a scalpel to perform brain surgery as well as a board-certified Neurosurgeon would (as another)
DON’T think you have to know everything ~ but DO know enough to know what you don’t know
DO learn to be specific about what the need is and how to get it, as well as who should help
DO what you are really good at and enjoy doing, and leave the rest alone
DO take in the advice of a proven expert, especially when it has already been paid for
DO continue being the badass you were truly meant to be!
Ok, rant officially over. Back to the fancy stuff.
*If I have not completely scared you off yet, and you/your business have needs I can assist with or help you get more specific about, feel free to schedule a consult HERE: https://calendly.com/qbpaige
If you are interested in any more explanation on why I started this than the image + caption below, you can catch up on my first post on it (that includes some good links on stuff to watch) HERE:My WHY (A Blog About The Blog)
Because I have NEVER liked being told what to do
(or think, or say, or pretty much anything else)
and never will.
Spoiler Alert: I still don’t.
THIS blog site opened in 2019.
While many people are using countless platforms to communicate and a good old-fashioned blog can seem like something ‘old people’ do, I’ll tell you my main reason for choosing it (aside from the fact that I AM old in a lot of ways!), which is this:
Everything here belongs to me and I own it forever and it’s ALL MINE.
And we should definitely listen to him because he clearly knows things.
Sammy has been having a good time.
Let’s be more like Sammy 😆
As a matter of fact, let’s listen to him right now. Then come back to me.
You’re welcome.
Ahhhh…wasn’t that fun?
I was talking to a young-ish (early 30s) adult the other day and he came up. Can you believe she didn’t know who that was? She clearly wasn’t raised right, poor thing.That’s what made me think of this now. Welcome to my brain.
Back to the point.
I have social media. I understand the purpose and agree that it can be useful. I mean, I CAN be found HERE:
What I don’t agree with is how we are spied on. It’s getting even creepier, too.
If you really want to get in the know, or at least more informed, watch “The Creepy Line” or “The Great Hack” (both documentaries, both on Netflix), or “Shadow Government” on Prime (this one was released in 2008, so you can only imagine the advances since then but it was infuriating enough).
I also don’t agree with the control the platforms have over what we see and how and when we see it, and the constant algorithm changes. Since most are “free” (although there is no such thing), we have to agree that they can do whatever they choose however they choose to do it with our information.
I don’t know about you, but I prefer to make my own choices for myself, thankyouverymuch.
And now there is SnapChat and TikTok and specific sites just for rants, just for pics, just for promoting your business. They’ll keep changing and I’m exhausted.
Remember Classmates and MyLife and MySpace? Neither do most other people. Those are where social media started, and NO ONE uses them now.
So a blog could be my main hub from here on out. Things can always be shared from it to other sites, but what is mine stays MINE. I paid for it and it is all copyrighted and there is no worry about algorithms and changing platforms and readers can see whatever they want, whenever they want.
Do you ever wonder why people aren’t communicating and can’t find real connections?
I used to, but I have figured out at least part of it and now I’ll tell you…..
Sometimes it’s because of made-up words and bad usage of real ones.
“Yeet” is not a word and “fire” is a noun, not an adjective.
And yes, that hurt just to type that.
The below was taken in abstract from my writer friend Kellie who, once she was able to unroll her eyes, quoted an actual post she saw somewhere:
“Mmz, I need somwhere I can take my bf too bcz mentily he there but physcly he aint. I been trying to fake my vibes wit him but no he just wanna lay back fr me to do the gettin.”
Yes, someone actually thought that.
Then typed it out.
Then posted it in public for people to see.
That hurt you too, didn’t it? I know it did.
Sorry, y’all.
I wouldn’t know how to help that girl, I don’t even understand her! I THINK I know what she meant, but I would have to spend a whole extra 3 minutes just interpreting that garbage, every time she spoke.
Do you know what is a better use of that 3 minutes? Literally almost anything else. Just ask her what that boyfriend could do with 3 extra ones.….
Wouldn’t you agree that anyone old enough to worry about an O with a boyfriend is old enough to use adverbs, pronouns, adjectives, prepositions, conjunctions, and contractions properly? Or at least old enough to use tools like spellcheck and maybe Grammarly or has at least heard of a dictionary, even in passing?
“Hello, my name is Paige and I WILL judge your intelligence and level of commitment to quality and excellence based on your terrible spelling and grammar and the fact that you were too lazy to even consider spellcheck.” And I am #notevensorry about it.
Am I really just telling my age, or does that kind of thing drive you crazy, too?
Do you remember my bright-eyed idealism in the Hitting Capacity post, when I talked about “just raising my capacity and keep right on doing all the things”?
Well, about that…..
I was just precious, wasn’t I?
Things have changed.
I have finally hit capacity and am no longer accepting new tax clients.
I know what you’re thinking.
I hate it, too.
The sad reality is that yes, I do a lot, but financial and tax professionals everywhere are overworked and under a lot of pressure and it is just not going to get easier any time soon. There are several reasons for this, but I would rather fast forward to the other takeaway of this post (aside from the fact that I am only serving existing clients at this time, but I hope to serve your referrals again in the future!) and that is this:
If you have an accountant, CFO, CPA, financial advisor, financial analyst, or tax planner/preparer/strategist in your life right now – please be as kind and as patient as you can! You might even get to keep them if you are organized, timely, and cooperative, too.
We barely have time to just do our jobs and have NO energy or patience left to deal with any nonsense, troublemakers, or clients who do not value us OR our time and expertise.
It has been a never-ending tax season since the 2020sh!tsh0w 2019 tax season, remember?
Seriously. We’re already exhausted. And it is only January.
If you can’t be those things, then at least don’t be an a-hole.
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