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Dr. Quick Books, Inc.

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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.

06/10/2026

Research suggests it takes roughly 20 seconds for someone to form a first impression, well before you've said a word. An executive communication coach breaks down what confident leaders do differently: they take up space deliberately, show up with intention, and when they finally speak, they make it about the other person. The physical signals sent before opening your mouth shape how everything after it lands. https://oal.lu/ZykcN

06/10/2026

Three-quarters of small businesses are now using AI, according to a recent Goldman Sachs study of 10,000 companies, with 84% reporting productivity gains. But only 14% have integrated it into core operations, which is where the real returns tend to live. For small business owners still using AI at the surface level, learn what deeper adoption actually looks like. https://oal.lu/nf1Nb

06/09/2026

Google's research suggests that before someone buys, they need seven hours of contact with you across eleven touchpoints on four platforms. Most founders show up for one: the discovery call. This piece reframes personal brand building not as self-promotion but as the work that happens before a prospect ever reaches out, making the eventual conversation a formality rather than a pitch. https://oal.lu/cX1fO

06/08/2026

Margins in small businesses rarely collapse from one big mistake; they erode from small problems nobody caught in time. Discover how AI is being used less as an automation tool and more as a real-time alarm system, flagging labor drift, compliance risks, and scheduling gaps before they compound. The businesses with the fewest blind spots tend to be the most profitable. https://oal.lu/FssJT

06/05/2026

When cocoa prices spiked, this chocolateier didn't shrink its bars or cut corners. Instead, it started using the whole cacao fruit, automated parts of production, and diversified into beverages and gelato, bringing overall costs down 15% to 20% despite higher raw material prices. A grounded example of how constraints, approached creatively, can actually push a small business to build something better. https://oal.lu/QQv6O

06/04/2026

Vibe coding lets founders go from idea to working prototype in a single afternoon, but this piece makes an important distinction: the technology is the easy part now. What defines a product people actually buy is the founder knowledge baked into it - the questions you've answered a hundred times, the mistakes you've watched clients make, the problems only you know how to solve. https://oal.lu/og3Fi

06/03/2026

Before seeking outside capital, Shark Tank investor Rashaun Williams says every founder needs to answer one honest question: are you building a motorcycle or a rocket? Both are legitimate, but they run on completely different fuel. Knowing which one you are changes everything about how you fund, grow, and set expectations for your business from the very start. https://oal.lu/9zSBz

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

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

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

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

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

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

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.*

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.

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

05/15/2026

You make $100,000. The IRS thinks you make $100,000.

Here's how to legally make the IRS think you make less than $50,000 instead.

And every single move in this strategy is built directly into the tax code. The IRS didn't hide this.

Congress wrote it in on purpose. Most people just never had anyone show them how to use it.

Here's exactly how the math works...

Start with $100,000 in gross income.

Contribute $4,400 to an HSA. That money comes out of your income before taxes are calculated. Gone from the IRS's perspective.

Contribute $7,500 to a Traditional IRA. Also pre-tax. Also gone.

Contribute $24,500 to your 401k. The single biggest lever on this entire list. Also completely pre-tax.

That's $36,400 removed from your taxable income before you've touched the standard deduction.

Now take the standard deduction of $16,109 for a single filer in 2026.

Your taxable income just dropped from $100,000 to approximately $47,491.

That's not the 22% bracket anymore. That's the 12% bracket. And the difference between those two brackets on $47,491 in taxable income is thousands of dollars that stay in your pocket instead of going to Washington.

Here's the part worth sitting with.

You didn't hide anything. You didn't use a loophole. You used accounts the government specifically created to incentivize retirement savings and healthcare funding and you took the deduction every single filer is entitled to.

The wealthy don't just earn more. They pay taxes on less of what they earn. And this strategy works at $100,000 just as well as it works at $500,000.

Save this. Share it with someone who needs it.

05/15/2026

⚖️ A pension lump sum can look simple because it gives you one large number to compare against a monthly payment.

But the cleaner comparison is not just "How many years until I break even?" It is "Who is taking the risk?"

With the annuity, the pension plan carries the risk that you live a long time.

With the lump sum, you carry the investment risk, withdrawal risk, tax-timing risk, and the risk that a surviving spouse has to manage the money alone.

The rough breakeven math is still useful. It just should not be the whole decision.

For many households, the overlooked question is not which option produces the highest expected value. It is which option protects the household better if one spouse lives into their late 80s or 90s.

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.*

05/15/2026

Stop paying three ways

05/15/2026

This is an updated version of a post I ran about a month ago.

A new car loses 20-30% of its value in the first year, which means the first owner absorbs that loss for you.

The sweet spot is typically 2-5 years old, but age alone does not determine the best deal. In tight markets, a lightly used Toyota or Honda can be priced close enough to new that the used deal is not automatically better.

The CPO warranty clock is the most overlooked detail: factory coverage runs from original registration, not your purchase date. A 2-year-old car may have just 12 months of factory coverage left regardless of mileage.

Toyota and Honda often cost more used because buyers pay for that reliability reputation. Luxury brands can look like bargains at 3 years old but typically cost more to insure, maintain, and repair.

Before buying any used car, pull the vehicle history report, check recall status, and get a pre-purchase inspection. Consumer Reports puts the cost of a diagnostic inspection at around $100 to $150, and the written report can help with negotiation.

Total cost of ownership over 5 years is a more reliable number than sticker price. That includes insurance, fuel, repairs, and expected depreciation on resale.

The cheapest car on the lot is rarely the best deal when you run the full 5-year number.

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.

05/15/2026

From R.J. Weiss

🔒 Many websites save a card credential after checkout, even if you only bought from them once.

That saved payment credential may stay on file for years unless you remove it. If that site is later caught in a data breach, your real card number is what gets exposed.

A virtual card is a substitute card number linked to your real account. Using one means your real card number is not what the merchant receives or stores. If their database gets hacked, your actual card is not the number in it.

A virtual card does not make online shopping risk-free. It limits the payment credential a merchant can store and what that merchant can usually charge later.

Https://Privacy.com has a free plan and lets you set a spending cap per card. For a free trial, cap the card at $1. The merchant generally cannot charge above that limit, though holds, recurring billing rules, and issuer policies can vary.

Capital One Eno creates a unique number per merchant via browser extension. Apple Card has a virtual card number for use where Apple Pay is not accepted. Google Pay and Chrome may support virtual card autofill for eligible cards.

Sites that store your card with no delete option are a common source of surprise charges. Locking or deleting a virtual card can usually block future charges, depending on the issuer and transaction type.

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.*

05/14/2026

Are you using reliable QuickBooks Desktop 2023 or 23.0? Got the scare notice that it is being sunsetted on May 31, 2026. You don't have to migrate to QBO. Just upgrade your existing license to 2024 or 24.0 for free as you already paid for it.

If you are on QuickBooks Desktop Pro Plus, Mac Plus, or Premier Plus, monthly or annual 2023 or Enterprise White Gold aka Legacy product with Advanced Inventory and Pricing but not payroll bought before September 2014, Silver with basic inventory, Gold with DIY payroll, Platinum with DIY Enhanced Payroll and Advanced Inventory and Pricing, or Diamond (Platinum with Assisted Payroll where Intuit pays the taxes for you and files the forms) monthly, annual, or hosted 23.0 and have been told your product will be sunsetted on 05/31/26, here are the download links and product codes to install 2024/24.0 so you can use it after June 1, 2026.

It is not true that desktop is going away or that you have to switch to QuickBooks Online. You have a subscription plan, just upgrade to the latest version and then any updates or releases are automatic.

Upgrading at no charge as it is included in your subscription allows you to continue to use supported features like bank feeds and downloads, send emails to customers, use QuickBooks Payments, use QuickBooks Enhanced Payroll, send accountant's copy to your accountant, and have automatic updates.

Go to https://downloads.quickbooks.com/app/qbdt/products, select your country, product, and version (2024/24) and install using your current license number found in Help>About

Contact me if you have any questions or want to make any changes.

05/14/2026

Most negotiations are decided before they even begin. How you're perceived walking into a room, whether you signal urgency or optionality, shapes the outcome more than the numbers do. https://oal.lu/r8SiW

05/13/2026

Running a business sustainably starts with running yourself sustainably. Here are six new books covering recovery, nutrition, purpose, and mental resilience, each built around the idea that wellness isn't a lifestyle trend for entrepreneurs - it's infrastructure. https://oal.lu/eMEdG

05/12/2026

A personal problem nobody was solving became the foundation for a business now stocked in Michelin-starred restaurants. The takeaway isn't just about finding a gap in the market. It's about starting small, staying patient, and building something authentic enough that it earns its place over time. https://oal.lu/k702r

05/11/2026

There are 70% more independent bookstores in the US today than there were six years ago. After two decades of decline, they're coming back, powered by communities choosing to shop intentionally. It's a timely reminder that trust, connection, and a clear purpose can be a small business's strongest competitive advantage. https://oal.lu/0zQvt

05/08/2026

Trust is not a soft metric. Teams operating in high-trust environments report significantly higher productivity, more energy, and lower stress. For small business leaders, where every team member carries real weight, building a culture of transparency, accountability, and mutual respect is one of the highest-return investments you can make. https://oal.lu/6kPB1

05/07/2026

Thinking about raising angel funding? Before you pitch, it helps to understand exactly what investors are looking for and what gets a deal rejected before it even starts. This practical Q&A covers everything from how much angels typically invest to how to negotiate terms and what to expect from the process. https://oal.lu/MOOM2

05/06/2026

Gen Z is becoming a core consumer group, and their expectations are reshaping how small businesses need to operate. High personalization, fast digital responses, and authentic storytelling matter more than ever, even as budgets tighten. Four practical moves small business owners can make now to stay ahead of the shift. https://oal.lu/NmhiF

05/05/2026

One of the smartest growth moves a business can make is listening closely to its existing community before launching something new. A simple Google Form on Instagram stories generated hundreds of responses that shaped an entire new product line targeting an underserved market. Community feedback as a growth strategy is underrated and often free. https://oal.lu/DdBB4

05/04/2026

Your website might be getting traffic, but is it converting? With the average conversion rate sitting at just 2.9% across industries, most businesses have significant room to improve. Choosing the right web design partner, one who understands your customers and your industry, can make the difference between a site that looks good and one that actually drives growth. https://oal.lu/3CIUJ

05/01/2026

Radical hospitality, living wages, and hiring for curiosity over credentials. One bakery owner's approach to building a thriving small business doesn't follow the conventional playbook, and that's exactly the point. The takeaways on social capital, sustainable hiring, and protecting your team's income are worth reflecting on at any stage of business. https://oal.lu/T2Cay

04/30/2026

When things get tough, what you focus on matters more than you'd think. Research shows that entrepreneurs who reflect on the time they've invested in their goals stay more motivated through setbacks than those who fixate on money spent. A small mindset shift with a surprisingly meaningful impact on persistence. https://oal.lu/9ib8k

04/29/2026

The words you choose matter more than you think. Research from Wharton shows that small language shifts, like asking for "helpers" instead of "help" or dropping hedge words like "probably," can meaningfully change whether people say yes to your ideas. https://oal.lu/L32YO

04/28/2026

Digital payments are convenient until the system goes down. A major AWS outage in 2025 paralyzed businesses globally for over 15 hours, a reminder that our digital infrastructure is more fragile than we assume. For small business owners, having a cash contingency isn't old-fashioned. It's smart risk management. https://oal.lu/6rvHd

04/27/2026

What happens to your business if you die tomorrow? Most owners haven't answered that question, and the people left behind pay the price. This firsthand account of navigating a founder's estate without a transition plan is a compelling reminder that legacy planning isn't just about retirement. It's about protecting everything you've built. https://oal.lu/11HkG

04/24/2026

🏠 Your homeowner's insurance covers way more than your house.

Most people know about fire and storm damage. Fewer know their policy may cover a stolen laptop from a college dorm, luggage taken on vacation, or a dog bite on the front porch.

Off-premises coverage is the one most people miss. It protects your belongings anywhere in the world, usually up to 10% of your personal property limit. If you carry $100,000 in personal property coverage, that's $10,000 of protection outside your home.

Dog-related injuries account for over a third of all homeowner's liability claim dollars, per the Insurance Information Institute. But coverage depends on your carrier. Some exclude certain breeds or dogs with a prior bite history.

The gravestone one catches everyone off guard. Headstones, grave markers, and urns you own can be covered under personal property for loss caused by a covered peril, often up to $5,000.

Food spoilage, fire department service charges, and lightning surge protection vary the most by policy. Some include them automatically. Some require a rider. The only way to know is to read your declarations page.

That declarations page is the 2-3 page summary at the front of your policy listing every coverage type and its dollar limit. It takes five minutes.

Save this one.

04/24/2026

Live selling is one of the most underrated tools available to small business owners right now. Unlike static listings or social media posts, it lets you build real trust with customers in real time, answer questions, show personality, and create a community that keeps coming back. All you need to get started is a smartphone and something worth selling. https://oal.lu/SqQIg

04/23/2026

The biggest obstacle to growth usually isn't what you're missing. It's everything you've added. Question every requirement, delete every unnecessary step, simplify until it's repeatable, move fast, and only automate once the system actually works. Five principles from someone who helped scale some of the world's fastest-growing companies. https://oal.lu/sr6mD

Address

2304 NE 89th St
Seattle, WA
98115

Opening Hours

Monday	8am - 10pm
Tuesday	8am - 10pm
Wednesday	8am - 10pm
Thursday	8am - 10pm
Friday	8am - 10pm
Saturday	8am - 10pm
Sunday	8am - 10pm

Website

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

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