Ask the Accountant… Question: How many users do I get with QBO Plus? Answer: QBO Plus allows up to five users. You can invite your accountant or bookkeeper to be a user by sending an invitation to their email address. But, if you are using a different QuickBooks product, be sure to read the fine…
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As PRINTING United Expo rapidly approaches, it’s likely that you are purchasing airline tickets, making hotel reservations, and planning your itinerary. These are all good and necessary things. But in order to have the most successful show possible, it’s helpful to back up a little bit. Why are you going in the first place? At…
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On my recent walk near our home, I found this small plant growing in the middle of the road. Think about it. That seed fell in the middle of a road, but somehow found a way to root itself in a nearly invisible small opening. It found a way. No excuses. Despite all the traffic…
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In recent planning meetings with several clients, a common theme (challenge) has emerged. While sales are reasonably strong, a deeper review of major accounts (using the Key Account Accelerator process) revealed some interesting facts. Chief among them is that each company is only a few client defections away from a major write down in business…
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You are dealing with the nasty customer. Demanding, curt, and downright rude sometimes, this customer is condescending and a know it all. But they are a significant enough percentage of your business that firing them is anything but a no brainer. Besides losing their business, you fear they will take out their anger in that…
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Ask the Accountant… Question: I am starting another company and am using QuickBooks Premier. Can I start another company in my QB without buying another program even though I am in the Premier subscription program? Answer: Yes and no. YES : QuickBooks Desktop users (Pro, Premier, and Enterprise) can create any number of additional companies…
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The manner in which we approach achieving business and professional goals are often similar to the approach taken for personal goals. Or are they? After all, they are both important otherwise we wouldn’t devote the time to even think about them. I tend to see more passion applied to personal goals as opposed to business…
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Ask the Accountant… Question: I have had a QuickBooks Online account for a few months to play with and see how I liked it, but I was told I could not send data from my QB Premier file into that QBO after 60 days. Is that true? Answer: Yes, it is true. Once you have…
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Feroz Baum is famous for saying, “Rather than turning over a new leaf, prune your tree so new leaves continue to blossom.” When was the last time you pruned your customer base? Your sales activities? Your focus? If you want to continue to grow your business, pruning may be one of the most important activities…
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We’ve all heard the line made famous by Simon Sinek: “Know your why.” Basically, knowing your “why” is all about knowing your reason for being. Your purpose in life. Being in touch with those things that motivate us to achieve our goals. Of course, we all need to know our “why.” I also know it’s…
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