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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
Last summer our son got married, and as a gift for his parents he gave us an awesome picture book of the wedding. As I flipped through that book, I came upon a picture of me. I was horrified. Did I really look like the person in that picture?! In that moment, I decided I…
Read More
Ask the Accountant: Question: Is there a way to see what a sales order is for in an open sales order list in QuickBooks? Answer: It can be frustrating to look at a list of open sales orders by Customer and not know which order is for which product. There is a workaround for that.…
Read More
Sales can seem difficult and out of control unless you know the keys to making the sales process easy. Always be in control. Here are the 3 keys: 1. On every sales call, before the call is over, you must agree on next steps. You can never assume your prospect will follow up. You must discuss…
Read More
Ask the Accountant… Question: How can you suggest not keeping 1099 tax id numbers in QuickBooks? If I have security risks with this information, don’t I have security risks with all of my company information in QuickBooks?? Answer: The security risks to your QuickBooks can come from external and internal sources. Of course, you must…
Read More