Dr. Quick Books, Inc.

Dr. Quick Books, Inc. Intuit Reseller or QuickBooks Solution Provider (QSP). Intuit's MSRP. Get low fees merchant account.

Buy QuickBooks Online, Payroll, or Time for 30-50% off your 1st year or QuickBooks Enterprise (2 include Enhanced Payroll for 3 EINs) for 20% off 1st yr. As "Dr. QuickBooks & Quicken", I sell QuickBooks Enterprise for 20% off your first year and QuickBooks Online for 30-50% your first year, use Zoom, Google Meet, or Teams to make "house calls" to help support and train small businesses and individ

uals to learn how to properly manage their financial records in their accounting, bookkeeping, and personal financial management software, and provide free training material for desktop, Mac, Enterprise, and Online. I am an Advanced Certified QuickBooks ProAdvisor (Desktop and Online) with additional certification in Point of Sale, Payroll, Intuit Enterprise Suite, Client Advisory Services, and desktop Enterprise software and a Top 100 ProAdvisor from 2014-2023 (I didn't renew to give others a chance) and Top Desktop Expert for 2023. I fix your financial aches and pains by setting up your small business or personal finances in the accountant, bookkeeper, and financial management-oriented programs for the PC or Mac, review what you have created or how you input your data (doing it yourself doesn't always mean you did it right), and tutor you. Let me teach you how to fi$h (or make Tofu if you are a vegan) for yourself and train you one-on-one how to use your program to make your life easier and help you sleep at night. As an Intuit QuickBooks Solution Provider formerly known as an Intuit Premier Reseller, I offer potential and current clients the opportunity to purchase QuickBooks Online, QB Time, and/or payroll for 30% off the first year for new subscribers and up to 50% off your first year if migrating from desktop or QuickBooks Enterprise subscriptions at up to 20% off Intuit’s price for life. I recommend getting an approved Intuit with no monthly fee or minimum merchant account through me as transaction fees are lower through a Reseller. I like to help small businesses save money even if you don't use my services. I am happy to refer you to other ProAdvisors, bookkeepers, accountants, and tax preparers. Common problems that I solve include online banking, payroll, adding accounts, backing up, inventory, credit card processing and payments, creating meaningful reports, mapping your accounts to appropriate tax lines, creating invoices, receiving payments, depositing them correctly, and customizing your program. I offer hourly services, packages, blocks of time, and an unlimited plan once I have worked with you.

64% of consumers plan to use AI as their default shopping tool in 2026. What that means is AI will summarize whatever it...
06/02/2026

64% of consumers plan to use AI as their default shopping tool in 2026. What that means is AI will summarize whatever it finds about your business across every channel, and inconsistencies get averaged into something you didn't intend. The competitive edge belongs to businesses whose product claims, policies, and messaging tell the same story no matter where someone looks. https://oal.lu/cWE4i

The founder who launches a scrappy version in two weeks learns more than the one who spends six months perfecting someth...
06/01/2026

The founder who launches a scrappy version in two weeks learns more than the one who spends six months perfecting something nobody asked for. This article makes a compelling case for treating every launch as an experiment rather than a final product. When you stop asking "is this ready?" and start asking "what will this teach me?", ex*****on gets a lot easier. https://oal.lu/4JUnC

The data you rely on to make business decisions is only as valuable as its accuracy. This article breaks down what data ...
05/22/2026

The data you rely on to make business decisions is only as valuable as its accuracy. This article breaks down what data integrity actually means in practice, and why poor data quality quietly undermines everything from customer relationships to financial reporting. If your systems can't keep up with your growth, neither can your decisions. https://oal.lu/Ps5H8

Before jumping into an AI initiative, one question cuts through the noise: what problem are we actually solving, and for...
05/21/2026

Before jumping into an AI initiative, one question cuts through the noise: what problem are we actually solving, and for whom? This piece makes a compelling case that the businesses seeing real returns from AI aren't necessarily the fastest movers. They're simply the clearest thinkers. https://oal.lu/x6IpO

Your team might be your most credible marketing channel. A recent survey found that nearly 80% of consumers consider emp...
05/20/2026

Your team might be your most credible marketing channel. A recent survey found that nearly 80% of consumers consider employee social media posts more authentic than official brand content, and 70% said they'd support a company after seeing a real employee share their experience. Low cost, high trust, and your team is already there. https://oal.lu/Y4vSj

Your story is one of your most underused business assets. A panel of founders recently shared how authentic, personal na...
05/19/2026

Your story is one of your most underused business assets. A panel of founders recently shared how authentic, personal narratives helped them earn customer loyalty, grow communities, and land spots in thousands of retail stores - not through polished marketing, but through real, relatable moments that customers actually connect with. https://oal.lu/EdgPE

Not every AI move needs to come from a boardroom. sometimes the signal comes from your customers. Peanut added an AI fea...
05/18/2026

Not every AI move needs to come from a boardroom. sometimes the signal comes from your customers. Peanut added an AI feature after noticing users were already turning to outside tools and bringing results back to the platform for validation. The best cue for when to adopt new technology often lives with the people already using your product. https://oal.lu/y0L7p

05/17/2026

⏳ The years between retirement and your first required minimum distribution are the most tax-flexible period most retirees will ever have.

Once RMDs begin at 73 (or 75 for those born in 1960 or later), the IRS determines how much comes out of your tax-deferred accounts every year. Before that, you choose the timing and the amount.

The core opportunity in the window: deliberately fill lower tax brackets through Roth conversions, strategic withdrawals, or both. Spreading this over several years reduces the balance that eventually drives RMDs and keeps conversions below the thresholds that trigger IRMAA and Social Security taxes.

On Social Security: the thresholds that trigger taxes on benefits were set in 1983 and have never been adjusted for inflation. The 50% taxation tier starts at $25,000 for single filers and $32,000 for married filing jointly. The 85% tier begins at $34,000 single and $44,000 joint.

On IRMAA: a large Roth conversion in 2024 can raise your 2026 Part B and Part D Medicare premiums by $1,148 per person at the first tier. For a couple both over the threshold, that is over $2,200 in higher premiums that year, triggered by one decision made two years earlier.

On inherited IRAs: the 10-year depletion rule applies to most non-spouse beneficiaries who inherit after December 31, 2019, except eligible designated beneficiaries such as disabled or chronically ill individuals or those not more than 10 years younger than the decedent. For adult children in peak earning years, those forced distributions can push them into significantly higher brackets.

QCDs from an IRA can begin at age 70½, up to $111,000 per person in 2026. For charitably inclined retirees, QCDs reduce the IRA balance before RMDs begin and lower provisional income that affects Social Security taxation.

These issues are easier to manage before the window closes. They become harder once RMDs, Social Security, and Medicare are all interacting at the same time.



P.S. Every Friday I send a short email with the week's top post, my take on the best article I read, and what I'm writing about on the site. Link in the comments.

*The content shared here is for educational and informational purposes only. It is not personalized investment, tax, legal, or financial advice. Consult a licensed professional before making decisions based on your specific situation.*

Want to get your small business published & synched with unlimited updates in 80 local search platforms, mobile applicat...
05/17/2026

Want to get your small business published & synched with unlimited updates in 80 local search platforms, mobile applications, navigation systems, and directories at one time - from one place.

Includes Google, Apple, Bing, Facebook, YP dot com, MapQuest, Nextdoor, Superpages, MerchantCircle, and more for $99 a year per location via TransUnion

TransUnion Digital Business Profile Service understands how important local visibility is for small brick and mortar businesses. Their service enables businesses to update their local business profile information at one time.

Less expensive than paying someone $150 or $350 a month or using Yext for $249 a year which I use and get business from. Add your business profile for less than $10/month, the price of a specialty coffee drink.

Go to the bottom of https://www.neustarlocaleze.biz/small-business-services/ to find or add your business and let me know how it works out.

Did you know that playing it too safe has its own cost? Kellogg research shows that fear of messing up often holds back ...
05/15/2026

Did you know that playing it too safe has its own cost? Kellogg research shows that fear of messing up often holds back ambitious people more than their actual capabilities do. The leaders who grow fastest are the ones who learn to take calculated risks and own their mistakes openly when they happen. https://oal.lu/GMDDY

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https://proadvisor.intuit.com/app/accountant/search?searchId=keith-gormezano, https://proadvi

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