Monthly Archives: March 2015

Finding Reliable Business Product and Service Reviews

ScreenShot001Most of my clients need the same types of products and services to manage and run their businesses, but they end up choosing from a huge variety of different providers. Why is that?

Most, I’m sure, go with whatever is convenient (hey- the guys around the corner) or a referral (Joe said he was good) or just the first thing they turn up with a search. That’s fine, unless it isn’t.

If the guy around the corner turns out to be three times more expensive than the guy two blocks down, that’s bad.

If the guy Joe uses turns out to be super slow to deliver (and then you find out Joe was looking to switch!) that isn’t going to work.

And the first search may turn up the best offer- or it may just turn up the best marketer!

Good news here- there are review sites that can help. Just like your parents always told you to get three quotes before you hire someone to do work on your house (I’m sure it wasn’t just me) I always recommend doing some research and reading honest reviews before choosing a solution for your business.

There’s plenty of bad advice out there- if you can mitigate that with a thorough honest review that includes feedback from actual users your chances of finding the right, best solution for your needs go way up.

So that’s why I was excited to find a site that offers all kinds of reviews that are going to help small business owners with the things they all typically need: Their tag line is Find the Right Software or Service for your Business and I’d say that about says it all. Check them out and let me know what you think!


QuickBooks Bookkeeping- The Book!

quick1Hey- I wrote a book! I always wanted to write one and now I have.

Of course, I used to think if I wrote a book it would be a cool fiction book that would be read by millions. That hasn’t happened yet.

But that’s OK- the book I did write is still great- if you need help with your bookkeeping. And you use QuickBooks.

You can find it here on Amazon, and for the next couple days at least, it’s free (until 3/20/2015). After that, I’m not sure- it may be just $.99 (some call that the new free). Or maybe a buck or two more.

I’m hoping it will provide me with some leads for the business as well as great information for whoever reads it so the price is driven by more than just wanting to earn income from royalties. In fact, I would say royalties are the least of my ambitions with this book.

If you do get it and enjoy it, I would definitely appreciate a review on Amazon. If you don’t like it, I’d prefer you email me direct!! ūüôā

How to Send a QuickBooks File for Review

One of the fastest and easiest ways for us to provide a free review, evaluate a potential new client and/or to provide a quote for services is for us to take a look at the QuickBooks file currently in use. The question is, how to send it, since these files are often large (depending on how old they are) and saving them isn’t as straight forward as you would think.

So I’ve put together a guide for transferring files to us for review, depending on the type of QuickBooks you are using. Each one has a slightly different process.

I also specifically excluded options like sharing through Dropbox or Google Drive. Not because those aren’t great options, but I would be writing this forever if I covered all the possibilities. Let’s just say if you know another way to get us the file (like using a dropbox link share) then great! If not, the methods below will work just fine.

QuickBooks Online Users:
After you log on, click on the sprocket symbol in the upper right next to the company name. From the
menu that appears, choose Manage Users. This will open a new window. Under the regular users is a section
on and review. You can uninvite us if you like once the review is complete (or any time you want really!)

QuickBooks PC Desktop Users (2012 and Newer):
Enter¬† (Important- won’t work here) as¬†the¬†Accountant¬†email¬†and¬†include¬†your¬†email,
click Next. Enter Capforge1 twice as the transfer password, click Next. This will send us a copy of the file (if you also have a
password for your file, please send it to us in a separate email).

work, please use the directions for 2011 and Older files.

QuickBooks for MAC Users:
Under file go to Create Backup for Windows. Save the file. Then send the file to us as an email attachment (if you also have a password for your file, please send it to us in a separate email). If the file is too large to send as an email, go to and follow the steps to send a file using their service. Send
it to The service is free, secure and requires no registration.

QuickBooks PC Desktop Users (2011 and older):
Under the file menu at the top, select Create Copy and select portable copy. Save the file. Then send the file to us as an
email attachment (if you also have a password for your file, please send it to us in a separate email). If the file is too
large to send as an email, go to and follow the steps to send a file using their service.
Send it to The service is free, secure and requires no registration.

Still have questions? Let us know and we can help.