Happy Summer – Time to Move Forward!
Dear Clients and Friends,
Happy Summer! It is easy this time of year to let projects slide—the kids are off from school, vacations are booked, and the to-do list quietly gets pushed to “after Labor Day.” But summer is also one of the best windows to actually get things done. Fewer meetings, fewer interruptions, and a little extra breathing room make it the right time to move your business forward rather than put it on pause.
Controllership Solutions LLC’s tagline is “Real Time • Real Accurate • Relax.” We believe that better peace of mind comes from better systems and accounting workflow technology. To that end, we continually attend industry events and stay on the cutting edge of emerging technologies. I recently returned from Scaling New Heights 2026 in Orlando—this year’s theme: “A Strange New World.”
Scaling New Heights 2026: A Strange New World
Scaling New Heights is the accounting profession’s largest technology and accounting conference, drawing more than 1,500 accountants, 300+ software vendors, and industry leaders each year.
This year’s four-day event focused on the reality that businesses are navigating:
- Economic uncertainty
- Sweeping policy changes
- Historic technological advancements
- Staffing challenges
- An unprecedented wave of new competitors
Key Takeaways from the Keynotes
Dr. Daniel Susskind (Oxford-affiliated economist and author of A World Without Work) discussed how AI is reshaping the future of work and the professions.
April Rinne, author of Flux: 8 Superpowers for Thriving in Constant Change, emphasized that navigating uncertainty is now a core leadership skill.
Kate O’Neill, the “Tech Humanist” and advisor to Google, IBM, and the United Nations, explored how organizations can keep AI and digital transformation human-centered.
The Common Theme
Businesses that adapt their workflows, customer relationships, and technology stacks to keep pace with AI will pull ahead. Those that wait for stability may find the world has already moved on.
How to Navigate the Strange New World
At Controllership Solutions, we continue doing what we do best: learning, investing, and embracing new technologies to help clients compete and grow.
We have always moved beyond compliance and historical reporting to drive:
- Financial growth
- Operational efficiency
- Strategic decision-making
AI Is Changing the Playing Field
AI is redefining business faster than almost any technological shift in recent memory by:
- Automating routine bookkeeping tasks
- Surfacing insights that once took days to compile
- Transforming expectations of financial advisors
As always, Controllership Solutions remains at the forefront of these advancements, helping the small businesses and families we serve compete in an increasingly AI-driven world—without having to become AI experts themselves.
Awards & Recognition
After a ten-year consecutive run on the Top 100 ProAdvisor List, I chose to step aside from contention this year to make room for the next generation of deserving professionals.
Congratulations to Our Team Members
🏆 Jon Conklin earned the Top 100 Up-and-Comer Award for the fourth consecutive year.
🏆 Nadeem Naseer, based in Kashmir, India, earned a coveted place on the Top International ProAdvisor List, recognizing just fifty advisors worldwide.
Congratulations to both on these well-deserved achievements.
Check Out QCoach on YouTube
If you haven’t visited our YouTube channel yet, I invite you to explore QCoach. The channel is professionally produced and focused on practical financial and Quicken best practices.https://www.youtube.com/@qcoach
Recent Videos Worth Watching
REIT Tax Reconciliation Explained
Learn how to verify that your 1099 distribution data matches your Quicken records.
How to Import Amazon Transactions into Quicken
Import Amazon purchase history directly into Quicken with proper category tracking.
Use Quicken Now: 10 Proactive Moves to Stop Tax Season Stress
Practical steps you can take now to make tax season smoother later.
Quicken Corner
Approximately 65% of this newsletter’s audience uses Quicken, and while Quicken remains a legacy product by design, it continues to evolve in meaningful ways.
Introducing Quicken Classic Family Enterprise
The headline release this year is Quicken Classic Family Enterprise, designed specifically for managing multiple entities:
- Households
- Businesses
- Trusts
- Family finances
—all within a single file.
Key Features
✅ Group accounts by entity
✅ Run entity-specific and consolidated reports
✅ Secure entity-level sharing and permissions
✅ Track private investments alongside traditional accounts
✅ Access dedicated white-glove support
Who Should Consider Family Enterprise?
For families managing a trust, household finances, and one or more business entities, Family Enterprise may be the most practical solution Quicken has introduced to address the longstanding question:
“Which file does this belong in?”
As one of the few consultants in the country specializing in Quicken, I would be happy to discuss whether Family Enterprise is the right fit for your situation.