Dustin Wheeler

Dustin Wheeler
Dustin is a technology-driven CPA in Orem, Utah.

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This month, I’ve pulled The 7 Habits of Highly Effective People by Stephen Covey off my bookshelf.  Though I’ve read it a few times, each time I re-read it, I discover something new that inspires me.  This time, I’ve given a lot of thought to the time management matrix which classifies activities by urgency and importance.  Like many people, my time is consumed by urgent tasks, though not all may be important.  Often neglected are less urgent, but deeply important …

Continue reading Priorities

Cool feature alert - attach receipts in FreshBooks

A couple months ago, FreshBooks added an awesome feature to its online billing and accounting software: attaching expense receipts to invoices.  I am a big fan of the integrated document management, which makes digital documents always available for quick and easy retrieval.  Plus, receipts can be attached in several file formats from whatever device is convenient.  Check out this video from FreshBooks showing users taking pictures of receipts with smartphones and tablets.

Since it looks so easy in the video, I …

Continue reading Cool feature alert – attach receipts in FreshBooks

A Refund from my Overfunded Escrow Account

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As I wrote in an earlier post, I use QuickBooks to organize my household finances.  Like every good accountant, I am detail oriented and keep meticulous records.  I keep every receipt, reconcile each of my accounts monthly, and split the expense categorization of grocery bills between food, cleaning and baby products (OK, just kidding on the last one).

One transaction that I do split out every month is my mortgage payment.  My mortgage payments are made up of three …

Continue reading A Refund from my Overfunded Escrow Account

The Importance of Accountability in a Personal Budget

Many years ago, I was involved in an organization in which I and other volunteers received a weekly allowance to cover various expenses such as transportation and meals.  In one of our meetings, the president of the organization announced that some of the volunteers had come to him and complained that the allowance wasn’t sufficient to cover the expenses (I was not one of them).  He told us that he would consider increasing the amount of the allowance for those …

Continue reading The Importance of Accountability in a Personal Budget