Dustin Wheeler

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

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Three time-saving banking features

Online and mobile banking offer quite a bit more than bill pay, PDF statements and a summary of recent activity.  Some of the best time-saving features aren’t as well known, such as:

Alerts.  It’s common knowledge that it’s a good idea to frequently monitor bank activity for errors and fraudulent activity.  I have signed up for e-mail alerts whenever there are international, Internet, phone or mail order purchases made with my debit card, as well as when purchases and ATM withdrawals …

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Who says IT doesn't matter?

In an MBA class I’m taking at UNLV this semester, one of my assignments was to read the article IT Doesn’t Matter by Nicholas G. Carr, which was published in the Harvard Business Review in May 2003.  The title, which certainly provides some shock value, may be misleading without further explanation.  Carr doesn’t imply that IT is unimportant in an organization, but rather that it should not be considered a strategic resource.

The most interesting part of the article is Carr’s argument that …

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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 …

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One Idea for Learning QuickBooks Better

Sometimes, business owners, accountants, and bookkeepers have asked me the simple question, “How can I learn QuickBooks better?”  A satisfactory answer to their simple question can be complicated, however.  My response is that it depends on how the person best learns.  I suggest that attending training seminars might work best for some.  For others, reading the manual could be helpful.  The follow-up question I am asked is usually, “well, how did you learn it?”

My interaction with QuickBooks early in my …

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