Practical guides
Plain-language notes on the software and systems small businesses actually run on. The things we keep having to explain, written down once.
Setting up Bill.com so every payment lands in your books once
Where records should live, a clean first sync with QuickBooks or NetSuite, approvals that mean something, and the clearing account to watch.
Moving from QuickBooks Desktop to Online without breaking your reconciliation
What actually carries over, what doesn't, and the checks that tell you the migration went right before you trust the numbers.
Sales-tax setup for a new Shopify store (with Avalara)
Nexus, registering before you collect, mapping product tax codes, and wiring in AvaTax without over- or under-collecting.
Choosing the right QuickBooks Online plan
Simple Start, Essentials, Plus, or Advanced: how to let your actual needs (inventory, users, projects) pick the plan.
What a system review actually finds (and why it's worth it)
Duplicate tools, data that doesn't reconcile, key-person risk: what a review of your systems turns up, and why knowing beats guessing.
5 NetSuite settings to fix right after go-live
Over-broad roles, missing approvals, no saved searches, generic forms, loose accounting defaults: the settings implementations leave rough.
Marketing site vs. e-commerce: what a small business actually needs
The question isn't which is better. It's what job your site has to do, and how to avoid the two expensive mistakes.