Month: March 2011

Do You Get Along With Your CFO?

I was having lunch a couple weeks ago with a banker named James.  James asked me if I got along with the Owner at all of my clients.  My quick response was, “of course I do!”  James then replied that the best CFO’s / Controllers don’t always see eye to eye with the business owner. … Read more »

A Solution for Very Large QuickBooks Company Files

In the past few months I have had more than a few calls from QB customers or clients of my partners who have started experiencing severe problems associated with large QB Company files. The problems are usually slow performance, long running reports, QB freezing or crashing, and other similar issues. Last month I received yet… Read more »

Technology Trends in the SMB Arena

Last month I was a guest on an Atlanta based radio program called Corporate Conversations. This is a weekly program hosted by Dawn Ely, founder of Palladium Chief Legal Officers. The topic of this particular program was innovation and trends in technology that are being adopted by businesses today. I was asked to provide a… Read more »

Intuit Quickbooks March Promotions!!

Quickbooks Enterprise Solutions     Effective March 7 through April 15, customers upgrading from QuickBooks Pro or Premier will receive 30% off of the QBES list price for 5 and 10 user SKUs.  The stretcher price for the “up to 30 user SKU” is $6500.  Customers that are new to QuickBooks financial software will receive… Read more »


I have been very fortunate to work with some great and wonderful business owners. I’m also fortunate that these business owners are grateful for the help I have provided. Here are testimonials from my satisfied clients:   Date:April 30, 2013 Overall Rating – 5 out of 5 QuickBooks On-line training “Rick was extremely helpful in… Read more »

Solution for Warehouse Control and Inventory Management – Fishbowl Inventory

Last month I successfully implemented another Fishbowl Inventory project for an Alpharetta based firm. This company bought and sold used technology equipment and had formerly relied on a very old DOS based system and countless spreadsheets to manage and track their inventory and the financials were created by entering summary journal entries for sales, expenses,… Read more »