MEDIA
Speaking, Writing, Podcasts, and Interviews
I love talking and writing about bookkeeping, business finances, personal finances, and of course QuickBooks. Interested in working with me? Please reach out.
.png){kind=logo}
MEDIA
I love talking and writing about bookkeeping, business finances, personal finances, and of course QuickBooks. Interested in working with me? Please reach out.
This Board Certified ToP Speaker Certificate indicates the candidate has not only excelled at completing the on-demand and live training but has passed a rigorous presentation test in front of some of the world's top Keynote Speakers and speaker agents. The certificate review board has an intense rubric for the candidates to meet and exceed expectations in order to be awarded this certificate. The standards are high, and this is all about implementation of what the candidates have learned to demonstrate they can deliver a presentation from the boardroom to the keynote stage.
From Burnout to Balance: Building a Thriving Business and Intentional Life
In the day-to-day rush to stay afloat, it's easy to lose sight of intentionality in your time and business. This session introduces a practical framework to help you identify your strengths, clarify your priorities, and take actionable steps to align your efforts with those priorities.
Attendees will walk away with a clear roadmap for "what to do next." You'll be empowered to overcome inertia and fear, equipped with tools to create a personalized, step-by-step action plan to grow your business, better support your clients, and eliminate burnout.
By embracing the power of small, intentional changes, you can achieve significant, lasting transformation. This session will inspire and guide you to take confident steps toward building a thriving business and creating a fulfilling, balanced life.
Peer to Peer Meetup: Finding Balance
As an accountant or bookkeeper, taking time off can feel like a far-off dream. Between client demands, looming deadlines, and that never-ending to-do list, who has time to step away?
But what if you actually could? If you missed our exclusive webinar, Out of Office, don’t worry—the recording is now available for viewing below. It features two accounting professionals who share how they stepped away from their practices to travel and enjoy the good life. Whether you’re dreaming of a vacation or a meaningful break, this webinar will inspire you to actually take time off—and show you how to do it with confidence.
Reflections on Marketing an Accounting Firm
Firm owners and marketers share their experiences and will discuss marketing strategies they've implemented successfully, share their learnings and explore ideas for marketing innovation. By the end of this session, you will have a better understanding of how to effectively market your firm.
QuickBooks Tips & Tricks Showdown
QuickBooks Online experts go head-to-head, competing to see who shares the best QuickBooks Online Tips & Tricks.
Originally published on the Rotessa blog on June 17, 2020.
With more and more bookkeepers and accountants embracing cloud technology during the pandemic, you may think about shifting to QuickBooks Online. Success on QuickBooks Online requires you to understand – and embrace – the bank feed!
The bank feed in QuickBooks Online is a direct connection to the bank, enabling you to update your records in real-time. It turns bookkeeping upside down!
There is no need to enter all of the transactions manually and then reconcile them at the end of the month. Now you can post directly from the feed. For repeating transactions, you can set up rules so that they are posted automatically. No data entry required!
The AI in the bank feed will also learn and make suggestions. But, do keep an eye on this – the intelligence is definitely artificial!
You can save a lot of time working directly from the bank feed. There is no need to manually enter all the little bits of paper or prepare journal entries from long credit card statements. The summary at the top of the bank feed will show you how close the bank and QuickBooks balances are, to ensure you stay on track during the month.
The Visa account is completely up to date. There are 12 entries to process on the bank feed for the chequing account – you can see at a glance what needs to be done!
Transactions to add directly from the bank feed:
There are definitely circumstances when you would want to enter transactions in advance. Anything not happening in real-time, for example!
Transactions to enter as they happen:
Most errors I see when troubleshooting come from transactions in the bank feed being "added" and not "matched". What does that even mean?
When the transactions are brought into the bank feed there is a "matching" function that helps you identify transactions you have already entered. For example, the payment to the gas bill you entered previously, or the payment for an invoice sent to a customer.
When this works, it's magic – when it doesn't, you have a problem. That problem is duplicated transactions!
What to watch out for:
If you keep up to date with your reconciliations, and regularly review your accounts payable and accounts receivable listings, you should be able to identify and correct any duplicated entries quickly – and learn so that you don't repeat the errors.
Quoted in a blog post originally published on the Rotessa blog.
