Book Review: From Monk to Money Manager

This may be the best personal financial book written. It’s definitely the best personal finance book I’ve ever read. I’m a consultant CFO and the author of an accounting book, "Radically Simple Accounting". On my website I share a free reading list of nearly 100 books on money with simple reviews. 

Everyone---no matter how much they know financially---will learn something from this book; just as I did. 

I insist my 2 adult children read (or listen) to this book too, even though they are doing way better financially than I was at their age and are financially successsful by anyone's standards. We all have blind spots and more to learn. 

In a world full of money hype and distorted views, I find his explanations clear and level-headed. There were times I litterally cheered because he's so trustworthy. 

ROI stands for Return on Investment. The price of this book and time it takes to read it could help you save or make thousands of dollars—an excellent ROI. Let me know what you get out of this book?



QB Advanced Online 2021 Certification


What's new in QB Online for 2021 certification update is a turning point in my opinion of QB Online. 

I used to strenuously caution prospects about starting out with QB Online over QB Desktop becuase of the bugs. For example, the entire salestax module in QB Online is difficult to setup properly, use correctly in invoices, and forget the salestax liablity report for cash. As if all small businesses use the accrual system when cash tends to be more favorable tax wise. Or how about retainers/ advance payments that don't post correctly in QB Online? These are core features for accounting software. 

But learning about all the new cool QB Online features, like bill pay directly through the bank, tagging, and financial reporting charts...awesome charts.... QB Online just got cool enough to almost balance out it's accounting problems. Almost.