Question: My accountant is suggesting things that I know are not legal. What should I do? Answer: I would find a new accountant right away. You do not want to be tainted by the accountant’s lack of ethics and end up owing additional taxes, penalties or worse. There is a difference, however, between income tax…
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Question: I have recently purchased a new computer with Microsoft 365 which includes Windows 10. Why won’t my QuickBooks work now? Answer: Microsoft 365 is a new licensing version of the Microsoft Office with which we are all familiar. There are two ways to purchase it: Web-based, which is accessed online Installed locally on your…
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Only 9 percent of people achieve their new year resolutions, according to Statistic Brain. Resolutions and goals are very similar in many ways. Even their definitions are similar. Goals are “the object of a person’s ambition or effort; an aim or desired result,” where a resolution is “a firm decision to do or not to…
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As the New Year approaches, most people will make New Year’s resolutions. Some will take time to plan their resolutions. Others may make their resolutions on New Year’s Eve as midnight approaches. I’ve tried both approaches. Neither works. It’s hard, perhaps impossible, to change overnight. Most people have great goals in mind when they make…
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Get more opportunities by staying focused on on solving problems instead of on selling stuff. We are so “me too” in this business, and then we complain about being price shopped, not given a chance to compete, being ignored or—worst of all—not even noticed. Your problem may not be that you don’t have any value…
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Question: When is the best time to buy QuickBooks Premier 2018? Answer: Premier 2018 was released in September 2017. So far, the reports are good. It works well, and bugs have been few. However, conventional QuickBooks wisdom is to wait until January to avoid as many of the inevitable early glitches, updates and fixes as…
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Expo is around the corner, and your calendar is filling up with meetings. When you arrive at Expo, your phone will automatically update your time zone, and your calendar entries need to be scheduled properly to make your life easier. For example, I live in the Eastern Time Zone, and if I schedule a meeting…
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That’s right. At Proforma, we are not calling next year 2018. We are calling it 2X18. I invite all of you to do the same. 2X18 is your opportunity to 2X your success in the New Year. 2X your sales. 2X your income. 2X your health. 2X your relationships. I believe it’s easy to 2X…
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Make this world a better place. Make this industry a better place. Make your home a better place. You can do it. Starting with you. A few years ago, I lived in downtown Chicago and joined Michigan Avenue Toastmasters. This was a diverse group of interesting people all dedicated to becoming better speakers and helping…
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People buy what they are comfortable with and from people they are comfortable with. Switching to a new vendor or a new product creates angst that they might make a bad decision. Therefore “top sellers” remain top sellers because of social validation. We can’t be wrong if everyone else is buying something. Despite buying what…
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