Blog

Latest articles written by us.

  • QuickBooks Desktop to Online

    Dec 22, 2020

    Tags: ConnectWise Manage, Quickbooks Eureka Process, LLC and Gozynta, LLC have teamed up to bring you this migration guide. We developed this step by step guide so you can avoid the pitfalls that others have missed, reducing the…

  • To Outsource or Not?

    Oct 12, 2020

    Tags: ConnectWise Manage, QuickbooksI started out with no particular answer on this blog post about whether to outsource or not. I just wanted to go with the flow and see where it led.  I don’t…

  • Watch out for that...ditch!

    Oct 5, 2020

    Tags: ConnectWise Manage, QuickbooksI’ve been blessed to call Brook Lee a colleague now for nearly a decade. I met her when becoming the service manager for a 13-person firm in Savannah, GA, just a year…

  • Rapids Ahead!

    Sep 29, 2020

    Tags: ConnectWise Manage, QuickbooksToday’s blog post is a life-lesson about complacency that I recently learned the hard way. Straight to the story. I currently live in Squamish, BC, Canada which is the outdoor recreation capital…

  • Leaky Bucket Syndrome

    Sep 15, 2020

    Tags: ConnectWise Manage, Quickbooks What is Leaky Bucket Syndrome? LBS – it sounds like a bad disease and it can be for your business if it goes ignored, like any disease. Let us illustrate what…

  • Words Matter. Choose Wisely

    Sep 14, 2020

    Tags: ConnectWise Manage, QuickbooksI would love to call myself a logophile (I had to look this up and found this controversial article – not sure why lexophile wasn’t mentioned), but no sooner than I do,…

  • Stagnate vs Recuperate

    Sep 7, 2020

    Tags: ConnectWise Manage, QuickbooksThis week I was reminded of the titular lesson of stagnation versus recuperation so you all get to enjoy my thoughts on the matter. We all have bio-rhythms or natural ebbs and…

  • My Only Regret

    Aug 15, 2020

    Tags: ConnectWise Manage, QuickbooksThis week’s post is deeply personal. I spent the first three decades of my life without any regrets. I was (and am) a true believer that every experience makes us who we…

  • Literal Shower Thoughts

    Aug 15, 2020

    Tags: ConnectWise Manage, QuickbooksI recently got into a discussion about meditation.  My roommate was discussing how difficult it was, and that she didn’t quite get it. So, I gave her my take-away from Karl Palachuk’s…

  • Latest Poll on What IT Documentation Systems are being used

    Aug 15, 2020

    Tags: ConnectWise Manage, Quickbooks Here are the results from a poll taken late May 2019 from ITDUG on Face Book.  Interesting look into the popularity of the IT Documentation tools available.  I like to give…

  • L10 – Level 10 Meetings Explained

    Aug 15, 2020

    Tags: ConnectWise Manage, Quickbooks You are probably reading this document because your team has decided to start using Level 10 meetings to get team input and create action plans to get the most important things…

  • Get Stupid

    Aug 15, 2020

    Tags: ConnectWise Manage, QuickbooksLet’s assume for a second that being an adult of my age, owning a business, and being able to my bills and save is one definition of success. I had to get…

  • ConnectWise Impacted by Microsoft's Recommendation for 2FA Enforcement

    Aug 15, 2020

    Tags: ConnectWise Manage, Quickbooks I was just reviewing my latest email from ConnectWise and thought I’d pass this on to you.  Microsoft is recommending disabling all authentication protocols that can bypass 2FA.  This most strongly…

  • Business Data Backups are Like Car Keys

    Aug 15, 2020

    Tags: ConnectWise Manage, Quickbooks (This is a client facing document that you could use re-purpose for a blog post or educational document for prospects/clients)​ Your business depends on data to operate. Whether its important procedures,…

  • Bravery and Courage

    Aug 14, 2020

    Tags: ConnectWise Manage, QuickbooksThere is no doubt that these are interesting times, and I am glad for it.  Not that I wish anything negative on anyone, but adversity breeds adaptation, mutation, and generally just better…

  • Sh!t Allen Says

    Jun 30, 2020

    Tags: ConnectWise Manage, QuickbooksI’ve referenced our cheeky and hopefully-not-too-offensively named Teams channel in many of our past blog posts: Sh!t Allen Says. I’ve decided that today is the day to share it with you! Only…

  • What are we doing wrong?

    Jun 15, 2020

    Tags: ConnectWise Manage, QuickbooksWhile on-boarding a client recently, I was reminded of a common question I get asked in the early days of an engagement, “What are we doing wrong?” Rest assured, if you are…

  • Scorecard vs. Dashboard

    Jun 8, 2020

    Tags: ConnectWise Manage, QuickbooksIf you are a data-hungry entrepreneur, then this article is for you.  It’s an early step in our consulting process to start developing metrics and Key Performance Indicators (KPIs). Our initial KPIs…

  • Pivot or Stand Firm?

    Jun 1, 2020

    Tags: ConnectWise Manage, QuickbooksI was out for a small group run this Saturday morning when a friend of mine mentioned one of my recent blog posts, Growing a Business is No Way to Make Money.…

  • Duality

    May 21, 2020

    Tags: ConnectWise Manage, QuickbooksI confess, I have many personality flaws/quirks. Many of you or not shocked. I recently thought about this again when I was writing Growing a Business is No Way to Make Money…

  • Growing a Business is No Way to Make Money

    May 18, 2020

    Tags: ConnectWise Manage, QuickbooksThis comes straight from the “Sh!t Allen Says” Teams channel I mentioned in a few previous blog posts, (Consistency in Marketing (and all things) being one of them. I recently had to…

  • What to Do With Your Cash

    Apr 15, 2020

    Tags: ConnectWise Manage, QuickbooksHope you don’t mind that I’m not writing exclusively (or much) about processes and tools for IT Services. My goal behind these blog posts is to provide some insight and value, but…

  • The Gambler

    Mar 31, 2020

    Tags: ConnectWise Manage, QuickbooksDecided to title this post to music and give you a soundtrack. If you are into music, read the rest of this post while listening to Kenny Rogers’ “The Gambler”.  Spotify music…

  • Time to Sharpen the Saw

    Mar 23, 2020

    Tags: ConnectWise Manage, QuickbooksWho could have imagined the world in its current state just a few weeks ago?  It’s surreal and a little unsettling. While I don’t personally make a habit of worry, this is…

  • Prior Proper Planning (for Pandemic Possibilities)

    Mar 16, 2020

    Tags: ConnectWise Manage, QuickbooksI had the pleasure over the last week to work with some great vendors to create this week’s blog post. There is nothing like working together, especially in these times of uncertainty…

  • Focused or Balanced

    Mar 10, 2020

    Tags: ConnectWise Manage, QuickbooksAs I was writing this title, I had a sudden thought that maybe I’m the only one who sees focus as un-balanced.  Let’s hop straight into a metaphor. I love video games,…

  • Pros & Cons of Being a Digital Nomad

    Mar 4, 2020

    Tags: ConnectWise Manage, QuickbooksI was talking with Dave Sobel, host of the news and commentary podcast “Business of Tech”, and co-host of the “Killing IT” podcast, the other day. We were discussing his podcast and…

  • Focus on Priorities

    Feb 27, 2020

    Tags: ConnectWise Manage, QuickbooksI keep going back to my first blog post about keeping things simple to help keep things going. Well, I confess that I got a week behind in my blog posts 🙁 …

  • Argue to Simplify

    Feb 17, 2020

    Tags: ConnectWise Manage, QuickbooksI’m going to keep patting myself on the back for continuing the string of writing a weekly blog. Third one in the books! It seems like the concept of simplification (and consistency)…

  • Is the New ConnectWise Customer Portal Finally Ready?

    Feb 10, 2020

    Tags: ConnectWise Manage, QuickbooksTwo blog posts in a row…not bad!  Perhaps my previous about Consistency and Simplicity will work out after all.  I’m still picking fairly random topics to discuss, and today I am inspired…

  • Consistency in Marketing (and all things)

    Jan 30, 2020

    Tags: ConnectWise Manage, QuickbooksSo, this is my first attempt in writing a true blog post on relevant topics. I spent forever avoiding this, as I hate being inconsistent. You know what I mean right? You…

  • SMB Community Podcast - Karl Palachuk interviews Allen Edwards of Eureka Process

    Jul 4, 2019

    Tags: ConnectWise Manage, Quickbooks Needless to say, I was stoked with Karl asked me to be on his podcast series a few weeks ago. I may have fan-boyed a little bit after meeting him at…

  • Type, Subtype, & Item - 3

    Mar 12, 2019

    Tags: ConnectWise Manage, Quickbooks Part 3 – Culture of Process Type, Subtype, & Item (TSI) are powerful tools in ConnectWise Manage (CWM). When tickets are coded with these three items, three positive things become possible.…

  • Type, Subtype, & Item - 2

    Mar 12, 2019

    Tags: ConnectWise Manage, Quickbooks Part 2 – Technical SOPs Type, Subtype, & Item (TSI) are powerful tools in ConnectWise Manage. When tickets are coded with these three items, three positive things become possible. In our…

  • Type, Subtype, & Item - 1

    Mar 12, 2019

    Tags: ConnectWise Manage, Quickbooks Part 1 – Reporting Type, Subtype, & Item (TSI) are powerful tools in ConnectWise Manage. When tickets are coded with these three items, three positive things become possible. First, we enable…