In light of the most recent “cyber-glitches” impacting millions across the globe, it’s worth reminding ourselves of the value of paper. Digital forms are convenient, and once a company has invested in the transition to digital, those forms don’t require requisitions, delivery time, or payment. That sounds great—until it’s not. When your system is down,…
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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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There is only one source for all our business challenges. Most of us look outside of ourselves for all our challenges: It’s our prospect’s fault for not understanding our sales pitch It’s our customer’s fault for not placing their last order with us It’s our employee’s fault for not getting their work done on time…
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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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Ask the Accountant… Question: I’ve heard that QuickBooks Online automatically calculates sales tax. How does that work? Answer: Sales tax is calculated automatically in QBO, which is a big advantage and saves a great deal of time and effort to keep your sales tax rates current as you must do in QuickBooks Desktop. The sales…
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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.…
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If you sell into any type of food or beverage market, you know how important seasonal marketing can be. Whether it’s cookies with box labels themed around the holidays, craft brews with limited edition labels themed around popular sports events like the Super Bowl or March Madness, or limited editions of wine and spirits designed…
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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…
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