Using ‘Leading Periods’ to Organize Sales Orders

Question: I use QuickBooks Premier. I have orders where copy or instructions are frequently the same. When I create these sales orders, is there a way to get these words onto the order without retyping them every time? Answer: Yes. You can save and reuse words or phrases that you use often by creating a…

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5 Reasons Chance the Rapper is a Marketing Genius

At this point, if you haven’t heard of Chance the Rapper, you’re living under a rock (no offense, Dad). 2016 has been the year of Chance the Rapper, and I’m not upset about it. From his new album “Coloring Book” to his line of Chicago White Sox hats (they sold out before I could even…

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Global Trends in Product Transparency

On November 23, 2015, the world’s largest food manufacturer, Nestle, disclosed publicly that slave labor was being used to produce its seafood sourced from its supply chain in Thailand. An investigation had shown that Thai fishing operators lured migrant with false promises. The migrants were sold systematically and then kept in bondage and degrading conditions…

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Can I Switch from QuickBooks Online to Premier?

Question: Last year, I called QuickBooks to ask which program I should buy. They told me QuickBooks Online, and switched me from QuickBooks Premier to Online, but it doesn’t do what I need it to do. Can I convert back to QuickBooks Premier? Answer: Yes, but it’s not easy. Intuit sells QuickBooks Online as a…

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Director of Client Retention

Where’s your focus? It seems like all the glamour and excitement in sales and marketing focuses on account acquisition. Everyone loves the “rainmaker,” the professional who reels in the big fish and new, headliner clients. We spend our time, our resources and our money on carefully crafted marketing plans. We think through objectives, strategies and…

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