The Executive Geek

🎉 Happy Birthday, Gillian Anderson! 🎉

Today, we celebrate not only Gillian Anderson's incredible talent but also The Scully Effect. Her role as Dana Scully on The X-Files inspired countless women to pursue STEM careers, challenging stereotypes and breaking barriers. 👏 👏 🌠 Yes, that is my Dr. Dana Scully action figure pictured in my office. 🤩

https://www.linkedin.com/feed/update/urn:li:activity:7097529071873527808/

Get ready for the Battle of the Conferences! 🥊 In my latest blog post, I compare QuickBooks Connect and Scaling New Heights, with a bonus tip on snagging a scholarship to attend these epic events. Check it out here: https://theexecutivegeek.com/qbcvssnh

It's time for me to Boldly Go .... home. Just wrapped up an incredible experience at ! 🚀 Packed with valuable insights and networking opportunities that will surely benefit my business and clients' organizations.

I love this shirt! I laughed at myself a little when I looked in the mirror today and had to share this.

"In this world you will have trouble...."

But it doesn't have to be your bookkeeping. 😆😜🤩

Thank you, Insightful Accountant and my awesome peers for selecting me as one of the Top 25 Up-n-Coming ProAdvisors for 2024!

The Top 25 Up-n-Coming ProAdvisors for 2024 Insightful Accountant proudly announces this year's Top 25 Up-n-Coming ProAdvisors. Congratulations to all being recognized as this year's award recipients.

Anyone have a minor heart attack getting errors as they try to login to QBO at times today?

Our clients can relax knowing we always have those files backed up in a few places. One of them being Rewind:
https://rewind.com/resources/the-executive-geek-makes-data-loss-a-non-event-for-non-profits/?fbclid=IwAR1T6ww4MVGzh5ZAnbwF4ZgxVgjuWflroJH2_z1JM6ZE3rnGNeOITo3Ev-w

The Executive Geek makes data loss a non-event for non-profits - Rewind “This is the kind of thing everybody needs. I have more and more clients who want to be involved and perform some of their own updates in QuickBooks Online. They know enough to be ‘dangerous!’ But now, it’s okay: I have a good backup. I can undo whatever they do.”

QBO ProAdvisor friends,
I've been nominated and now I need you to vote for me to be included in the 2024 list of Top 100 ProAdvisors. Help make 2024 the Geekiest year yet!
https://survey.zohopublic.com/zs/fACO99
*Domestic ProAdvisors only, there will be a different ballot later for International.

survey.zohopublic.com

It only takes a ❄️snow day❄️ to realize how particular you are to using your *favorite* keyboard. Working from home today, and all my favorite tools are at the office. ⛄

I love a colorful calendar! It means I have bookwork time, client meetings, team chats, chamber events and even a little fun with my favorite volunteers!

It's no trick, we've got the treats!

At The Executive Geek, we're on a mission to empower nonprofit leaders and make a positive impact worldwide. As a Bookkeeper on our team, you will play a vital role in maintaining the financial health of our clients, ensuring accuracy, and enhancing transparency. By joining us, you'll contribute to their journey of securing consistent funding, allowing them to serve their local and global communities.

We celebrate the successes of these remarkable organizations and offer competitive compensation, unlimited PTO, health savings, and retirement contributions, along with opportunities for professional growth. If you're enthusiastic about contributing to the nonprofit sector and making a real difference, consider a future with The Executive Geek. Apply now to be part of a supportive team passionate about empowering nonprofits through financial insight.

Go to: theexecutivegeek.com/hiring for more details and to submit your application today!

Hiring — The Executive Geek As a part of our team, you’ll be an essential part in enhancing our clients' processes and transparency in financial reporting.

Wrapped up the latest phase of learning and growth last night.
It might be a little tricky as we move into germ season, but the Executive Geek is growing! More details coming soon!

When you walk into your office and see this on the microwave.... What did you microwave and forget about?

Small business owners, be wary of anyone calling to tell you they can get you thousands bank in ERC claims!

If you believe you are truly eligible work with a trusted advisor, preferably a tax professional you are already working with. The IRS recently put a pause on these claims as they "believe many of the applications currently filed are likely ineligible, and tax professionals note anecdotally that they are seeing instances where 95% or more of claims coming in recent months are improper as promoters continue to aggressively push people to apply regardless of the rules."

Some fly by night ERC shop might be able to get you money, but when the IRS reviews these in detail who do you expect will be left holding the bill? (hint: it'll be YOU)

IRS, Citing Rampant Fraud, Stops Processing Covid Era Employment Tax Credit The idea of the Employee Retention Credit was to get money into the hands of employers during the pandemic. Now, the IRS worries it's become a money grab.

Me: alright, I have my coffee and a full day to just work "in the books". It's going to be a great productive day!

Screen #2: 🤦🏼‍♀️

Sometimes even the best bookkeeper gets cross-eyed looking at bank statements and reconciliations. It's time to get out and celebrate Peace Day in Batavia! Come visit me with the Batavia United Way crew at the button making table!

QBO users, watch for the new menu layouts! Might as well "check it out" now and see what everyone will see in the next month.

I've been terrible about updating social media this past year. 😔

A few months ago we moved into our new office space in Batavia. Outside has official signage up! This seems insta-worthy! ❤️

I've been terrible about updating social media this past year. 😔

A few months ago we moved into our new office space in Batavia. Outside has official signage up, so it's beyond time to make a few things Facebook official!

An official ribbon cutting last month was such a special way to celebrate our first year anniversary. We are so grateful to be part of the community of businesses in Batavia! We are not meant to do this work on our own, I wouldn't want to try.

I so appreciate the collective work of the virtual team supporting The Executive Geek too! Thank you Christina, Yesenia (Ordered Excellence, LLC) and Laurie (G2 Financial Services)!

Ribbon Cutting Executive Geek September 22, 2022

I do enjoy getting some great swag from 4Imprint, I was happy to see their latest enews includes some considerations for my NFP friends. Check it out!

How to get fantastic board members for your nonprofit Help your charitable organization achieve and exceed its goals. We offer five ideas on how to get perfect-fit board members.

The Executive Geek is celebrating our launch anniversary this month with an official Ribbon Cutting on the steps of the Batavia Chamber of Commerce on Thursday, Sept 22 at 10am!

I hope you'll join us and come pick up some fresh Geek swag!

A round of gift card scammers are on the rise again. Make sure to educate yourselves and potential donors for what to watch out for.

https://consumer.ftc.gov/consumer-alerts/2019/07/worshipers-targeted-gift-card-scam

Watch out! I'm filling up my second cup while filling up myself with a wealth of knowledge at

If I'm going to work into the evening, I can't imagine a better way to do so than this backyard habitat.

I was so thrilled to share my experience with Rewind-Saas Backups as part of their Case Study Resources this month. I hope you enjoy the read as much as I enjoyed sharing my perspective.backups

It was a beautiful day, with a beautiful friend, who makes me FEEL beautiful! Get your session scheduled with the amazing Katie O'Brien Photography! I can't wait to get my website all updated with these and more!

We salute our fallen and give thanks for their sacrifice on this Memorial Day weekend.
🫡