Back in the early days of building my original Proforma distributorship, I had an appointment with the owner of a furniture store chain. I was on time. He was not. After waiting for half an hour, I asked the receptionist if the owner knew I was there. She informed me that he was filming a…
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Over the years I have developed what I call the “Muzzillo 10 Percent Rule.” Simply stated, the rule is that, at any point in time, only about 10 percent of folks are dissatisfied enough with their current situation that they are wide open for change. This is true for end-user customers. Only about 10 percent…
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Question: Can I print checks in QuickBooks? If so, do you have any tips for buying the checks? Answer: Yes, you can print checks in QuickBooks. When doing so, the transaction is recorded directly into your general ledger (into the account you designate). Also, when writing a check to pay a supplier purchase order, the…
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For the last decade, we’ve been told to make obscure passwords to keep our data safe. NeverM1Nd!, the advice was bad. Researchers have now proven that a password such as “Tr0ub4dor&3” would take only three days to crack. If we used four-word phrases, such as “correct horse battery staple,” it would take 550 years to…
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About 25 years ago, we purchased a great 30,000 square foot office building on a beautiful eight-acre campus. Soon after, I met with the signage company to finalize the wording for our sign. At first it seemed like a no brainer that the sign should read “Proforma Headquarters,” but that wording didn’t align with the…
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Step 1 Recognize that if it were easy, everyone would do it. And if everyone did it, still only 10 results will show on the search result page. In other words, Step 1 is recognizing the reality of the challenge so you can focus on what you really want to accomplish. Step 2 Decide on…
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Early on in building my distributorship to $20 million (I sold that business in the early ’90s to focus on our franchise model), I realized there were only four activities that would make me wealthy. Today at Proforma we call these the 4 Pillars of Success. Earn new customers. Sell more to current customers. Hire…
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Question: How do I upgrade from QuickBooks Pro to Premier? Answer: QuickBooks makes it easy to upgrade from Pro to Premier. First, download Premier; then back up your QuickBooks company file. Print out your balance sheet and income statement on the accrual basis. When you are ready to upgrade, go to “File,” “Open” or “Restore…
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As families begin to grasp the devastation to their homes and losses from Hurricane Harvey, one more loss is likely to be felt: Important files and photos are lost forever for many people. Backing up files is critical for home and business purposes, but is often overlooked. Backing up files used to be difficult but…
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Question: Is there one screen in QuickBooks Premier where I can look at my open sales orders and invoices? Answer: Yes, QuickBooks has a feature called “Income Tracker” that does just that. Go to “Customers,” then “Income Tracker.” The dashboard shows a current accounting of various income segments. At the top, you will see totals…
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