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Recommended Books & Publications

Weekly, Monthly and Quarterly Periodicals

  • Barron's Weekly
  • Current Accounts
  • Journal of Accountancy
  • The Tax Advisor (~2003 to February 2015)

Books Completed In 2019

  • January 1 to April 14, 2019 - Write First Book "Smiling Though Migraines"
  • February 22, 2019 Genesis
  • April 15, 2019 Traction, Get A Grip On Your Business by Gino Wickman
  • April 19, 2019 Secrets of Question Based Selling by Thomas A. Freese
  • June 16, 2019 Lead Like Jesus by Ken Blanchard & Phil Hodges
  • July 5, 2019 thanks!  How the new science of gratitude can make you happier by Robert A. Emmons, Ph. D.
  • July 19, 2019 The Supernatural Ways of Royalty by Kris Vallotton & Bill Johnson
  • February to August 2019 Exodus, Levituicus, Numbers, Deuteronomy, Joshua, Judges, Ruth, 1Samuel, 2Samuel, 1Kings, 2Kings, 1 Chronicles, 2Chronicles
  • September 24, 2019 Words of Knowledge Made Easy by Scott Thompson
  • September 30, 2019 When Heaven Invades Earth by Bill Johnson
  • September 2019 - Matthew, Mark, Luke & John
  • October 5, 2019 Healing the Orphan Spirit by Leif Hetland

Books Completed In 2018

  • January 1, 2018 Mindset By Carol S. Dweck, Ph.D.
  • March 4, 2018 How to Win Friends and Influence People by Dale Carnegie
  • March 20, 2018 Change Your Thinking Change Your Life by Brian Tracy
  • April 3, 2018 How to Start a Conversation and Make Friends by Don Gabor
  • Apirl 16, 2018 Three Simple Rules: A Wesleyan Way of Living by Rueben P. Job (Re-read)
  • May 1, 2018 Field Guide for Daily Prayer by Windfield Bevins
  • July 15, 2018 The Finished Life by Pedro Adao
  • August 24, 2018 These Are The Days of Elijah by R.T. Kendall
  • September 1, 2018 Colossians
  • September 1, 2018 1 Thessalonians
  • September 4, 2018 2 Thessalonians
  • September 6, 2018 1 Timothy
  • September 8, 2018 2 Timothy, Titus & Philemon
  • September 24, 2018 1 Peter
  • September 25, 2018 2 Peter
  • September 27, 2018 HTML Basics Third Edition Barksdale - Turner
  • October 11, 2018 Business By The Book by Larry Burkett
  • October 17, 2018 Retired + Free by Pedro Adao
  • October 24, 2018 Poverty, Riches & Wealth by Kris Vallotton
  • October 27, 2018 The Leader Who Had No Title by Robin Sharma
  • October 29, 2018 Any Way You Slive it by Ricardo A. Richardson
  • November 10, 2018 Grace is Greater by Kyle Idleman
  • November 30, 2018 The Richest man Who Ever Lived by Steve K Scott
  • December 22, 2018 The Greatest Man Who Ever Lived by Steven K. Scott

Books Completed In 2017

  • December 27, 2017 Blue Ocean Strategy by W. Chan Kim and Renee Mauborgne
  • October 30,2017 Blue Ocean Shift, Beyond Competing by W. Chan Kim and Renee Mauborgne
  • September 13, 2017 Total Forgiveness by R.T. Kendall
  • September 1, 2017 Start Your Own Wholesale Distribution Business by Entrepreneur Press and Bridget McCrea
  • August 1, 2017 Younger Next Year, Live Stong, Fit and Sexy by Chris Crowley and Henry S. Lodge, MD
  • March 29, 2017 Experiencing God Knowing and Doing the Will of God by Henry and Richard Blackaby
  • 2017 Wharehouse Management, A Complete Guide To Improving Efficiency and Minimizing Costs In The Modern Warehouse by Gwynne Richards

Books Completed In 2016

  • July 2016 Servant Leader by Ken Blanchard and Phil Hodges
  • August 28, 2016 The Servant: A Simple Story About The True Essence of Leadership By James C. Hunter
  • October 13, 2016 Harvard Business Review Guide to Building Your Business Case By Raymond Sheen with Amy Gallo
  • October 19, 2106 Harvard Business Review On Communication
  • October 24, 2016 Harvard Business Review Guide To Better Business Writing
  • October 25, 2016 Harvard Business Review 20 Minute Manager Running Meetings
  • Noember 25, 2016 Harvard Business Review 20 Minute Manager Giving Effective Feedback

Books Completed In 2015

  • March 21, 2015 David And Goliath by Malcom Gladwell
  • May 24, 2015 Triumph! An Athlete's Guide for Winning On and Off the Field by Matt Kunz
  • July 28, 2015 Improv Is No Joke by Peter A. Margaritis, CPA

Books Completed In 2014

  • January 1, 2014 The Bible
  • January 4, 2014 Liar’s Poker by Michael Lewis
  • January 4, 2014 The Romans and their Empire by Trevor Cairnes
  • January 10, 2014 A Testament of Hope The Essential Writings and Speeches of Martin Luther King, Jr.
  • January 11, 2014 The Art of Action How Leaders Close the Gaps between Plans, Actions and Results by Stephen Bungay
  • January 12, 2014 303 Solutions for Dropping Stress & Find Balance by Doug Smart and 14 other authors
  • January 13, 2014 Twelve Pillars by Jim Rohn and Chris Widener
  • January 25, 2014 Visioneering by Andy Stanley
  • February 5, 2014 7 Rules For Business Prosperity In The New Economy By Russ Yeager and Dan Kennedy
  • February 23, 2014 Proverbs (primarily by King Solomon)
  • May 11, 2014 How to Pray by R. A. Torrey (read after an event which lead me to being 2 hours from death)
  • Mary 11, 2014 Why Family Matters by Focus on the Family
  • May 18, 2014 Begging Prayer by John Killinger
  • August 4, 2014 The Tipping Point by Malcom Gladwell
  • August 15, 2014 Blink by Malcom Gladwell
  • November 8, 2014 Outliers by Malcom Gladwell

Books Completed prior to 2013

  • The Intelligent Investor by Benjamin Graham
  • Jim Cramer’s Real Money by James J. Cramer
  • The Millionaire Next Door by Thomas J. Stanley and William D. Danko
  • Rich Dad Poor Dad by Robert T. Kiyosaki
  • Dangerous Markets by Dominic Barton, Roberto Newell and Gregory Wilson
  • The Goldwatcher by John Katz and Frank Holmes
  • The Black Swan by Nassim Nicholas Taleb
  • Practicing Business by James VanOosting
  • The 17 Essential Qualities of a Team Player by John C. Maxwell
  • The New Rational Manager by Charles Kepner and Benjamin Tregoe
  • Attitude is Everything by Keith Harrell
  • Effective Listening by Kevin J. Murphy
  • Naked Economics by Charles Wheelan
  • America the Broke by Gerald J. Swanson
  • The Ugly Truth about Small Business by Ruth King
  • Business by the Book by Larry Burkett
  • The Emyth Revisited by Michael E. Gerber
  • Irrational Exuberance by Robert J. Shiller
  • Simply Speaking by David Greenberg
  • Radical by David Platt
  • Who Moved My Cheese? By Spencer Johnson
  • Whale Done! By Ken Blanchard
  • Come Love With Me and Be My Life by Peter McWilliams
  • The Buffalo Creek Disaster by Gerald M. Stern
  • False Economy by Alan Beattie
  • Not Dead Yet by Phil Southerland (2012)
  • For Good and Evil The Impact of Taxes on the Course of Civilization by Charles Adams
  • Thinking for a Change by John C. Maxwell
  • Speak and Growth Rich by Dottie Walters and Lilly Walters
  • The Emyth Contractor by Michael E. Gerber
  • The 8th Habit by Stephen R. Covey
  • Business By Referral by Ivan R. Misner and Robert Davis
  • Economics Institutions and Analysis by Gerson Antell and Walter Harris
  • The Economics of Automatic Testing by Brendan Davis
  • The 8 Dimensions of Leadership by Jeffrey Sugerman, Mark Scullard and Emma Wilhelm
  • Life’s Little Treasure Book On Success by J. Jackson Brown, Jr.
  • The purpose Driven Life by Rick Warren
  • The Great Reset by Richard Florida
  • You the Owner’s Manual by Michael Roizen and Mehmet Oz
  • Men and Women by Ulanov, Terner, Preller and Oppenheimer
  • Unthinkable by Scott Rigsby (2013)
  • The Creature from Jekyll Island by G. Edward Griffin
  • Sell Smarter Faster & Easier by Doug Smart
  • The Leadership Secrets of Colin Powell by Oren Harari
  • Getting to Know You by Chris Carey
  • Arrogance by Bernard Goldberg
  • The Richest Man Who Ever Lived by Steven K. Scott
  • Miracle at Philadelphia by Catherine Drinker Bowen
  • Outsourced by Price Pritchett
  • Buffett the Making of an American Capitalist by Roger Lowenstein
  • Inc. & Grow Rich! by CW Allen, Cheri Hill, Diane Kennedy and Garrett Sutton
  • The Rise of the Creative Class by Richard Florida
  • Speaking in Parables by Sallie TeSelle
  • Stand in the Heat by Glenn Carver (2012)
  • Fatherhood by Bill Cosby (2012)
  • Living Our Beliefs by Kenneth L. Carder
  • Angles by Billy Graham (2013)
  • The Big Short by Michael Lewis
  • Three Simple Rules by Rueben P. Job (2013)

Certifications and Other Information

  • Certified Public Accountant (CPA)  (2002 - current)
  • NetSuite
    • NetSuite:  Advanced Revenue Management - For Delivery (November 2019)
    • NetSuite:  Fixed Asset Management
    • NetSuite:  Advanced Revenue Management - For Sales (October 2019)
    • NetSuite:  Advanced Revenue Management Essentials (October 2019)
    • NetSuite:  NetSuite Retail: Optimizing Your POS System* (April 2019)
    • NetSuite:  SuiteCommerce Advanced:  Fundamentals (March 2019)
    • NetSuite:  SRP: Configuring NetSuite For Your Business (January 2019)
    • NetSuite: OpenAir Essentials (January 2019)
    • NetSuite:  Using General Ledger (October 2018)
    • NetSuite:  Using Accounts Receivable (October 2018)
    • NetSuite:  ERP Fundamentals (October 2018)
    • NetSuite:  Using Accounts Payable (October 2018)
    • NetSuite:  Manufacturing Fundamentals (Waiting For Certification) (October 2018)
    • NetSuite:  Financial Management (October 2018)
    • NetSuite:  Advanced PDF/HTML Templates:  Customizing Printouts and Emails (September 2018)
    • NetSuite:  Inventory Item Costs (September 2018)
    • NetSuite:  Sales Force Automation:  Fundamentals (September 2018)
    • NetSuite:  SuiteAnalytics: Financial Reports and Searches (September 2018)
    • NetSuite Certified Administrator (License) (September 2018, 3 year)
    • NetSuite: SuiteCloud: Exploring the NetSuite Platform (2018)
    • NetSuite Certification: Administrator Exam Preparation (2018)
    • NetSuite SuiteAnalytics: Advanced Searches (2018)
    • NetSuite SuiteFlow Workflow Fundamentals (2018)
    • NetSuite SuiteAnalytics Reports and Searches (2018)
    • NetSuite Marketing Automation Workshop (2018)
    • NetSuite SuiteFoundations (2018)
    • NeSuite Administrator Fundamentals (2017)
    • NeSuite Essentials (2017, 2018)
    • NetSuite Wholesale Distribution Fundamentals Training (2017)
  • QuickBooks
    • QuickBooks ProAdvisor (2003 -  current)

Mailing Address  11785 Northfall Lane, Suite 510  |  Alpharetta, GA 30009
Office Address  |  11785 Northfall Lane  | Suite 510  |  Alpharetta, GA 30009

Phone (678) 736-7560  |  Email: info@proactiveadvisory.com

IRS Circular 230 disclosure:  To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used,
and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.


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