Ask the Accountant… Question: I am looking at QuickBooks Online, but I don’t know which version to get. Can you help? Answer: QB Online (QBO) has four products: Simple Start, Essentials, QBO Plus, and Advanced. The products are listed in order of the number of features, with Simple Start having the least features and Advanced…
Read MoreLooking to boost your sales in 2024? Ask yourself if there is any low-hanging fruit you might have missed. “Low-hanging fruit” refers to those easy sales that are no-brainers. Once identified, they are common-sense opportunities that are easily recognized by distributor and customer alike—and there might be more of them than you might think. One…
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Recently I spent 10 days on a cruise that featured Esther Hicks, who has written many books about the law of attraction and appeared in the original version of the 2006 film “The Secret.” Over the course of my next few blogs, I will share some of my learnings. Second lesson: If thoughts become things, how…
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Ask the Accountant… Question: Do you have any experience with QuickBooks Live Bookkeeping? Answer: I have not personally worked with QuickBooks Live Bookkeeping, but I have had a couple of distributors come to me after trying to use this service. In one instance, a distributor had a QuickBooks file that he had not kept up…
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As the year winds down, it’s time to do an honest assessment of where you are in your business in light of where you want to be. This will put you in the best position to start planning for 2024. The key to achieving the best results is to use the two P’s—purpose and priorities.…
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Recently, I spent 10 days on a cruise that featured Esther Hicks, who has written many books about the law of attraction and appeared in the original version of the 2006 film, “The Secret.” Over the course of my next few blogs, I will share some of my learnings. First lesson: The law of attraction…
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Ask the Accountant… Question: I’ve seen an offer from QuickBooks to set up QuickBooks Online for free. Should I use that? Answer: QuickBooks wants as many businesses as possible to be in QB Online (QBO), and they are using many means to convince businesses to switch from QB Desktop or to start their business in…
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As we ease back into the rhythm of work after the Thanksgiving holiday, it’s important to remember that an “attitude of gratitude” isn’t something that should end when the turkey runs out. Being grateful and saying “thank you” is something that we can keep up all year long. In fact, picking up the phone or…
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About 10 years ago I had some discussions with the owner of a company interested in learning more about Proforma. After a few conversations, he decided to maintain the status quo and not move forward. Fast forward 10 years. I get an email from a consultant telling me that the owner of that company has…
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Ask the Accountant… Question: Can I save changes to field widths that I have made to screens in QuickBooks Premier? Answer: Yes! Make the changes to the field widths on your screen. Leave the screen open, and go to: Edit > Preferences > Desktop View > Click “Save Current Desktop.” That should save your field…
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