Ask the Accountant… Question: I want to keep notes in QuickBooks Premier. How do I do that? Answer: For Customers, you can go to Customers > Customer Center. Highlight a customer, and you will see the transactions related to that customer – estimate, sales order, invoice. Click on one of these, and there will be…
Read MoreAs a content-focused digital marketing agency, we’re always interested in tools that can help us produce better work more efficiently. So, when ChatGPT came out last November, we started experimenting with the app right away. AI writing tools have been around for a while. We find they can be useful in writing short-form content for…
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Ask the Accountant… Question: I have been a distributor for over 25 years, and would like my daughter to take over my business in the next five years. She is concerned that being a distributor is not a long-term business. What do you think? Answer: Being an ad specialty distributor is definitely a long-term, lifetime…
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Opportunities for sales are everywhere every day. Most of us just don’t pay enough attention. Introducing the 6 foot rule. This is not a COVID thing. This is a great rule for sales professionals. Simply stated, the 6 foot rule, when it comes to sales prospecting, means that anyone who comes within 6 feet of…
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Ask the Accountant… Question: When I am working in the Order Management screen in SAGE Online, sometimes I can’t see the right side of the screen. Can I fix that? Answer: Yes, it can happen and is quite annoying, as some of the icons on the right side of the screen, such as the Create,…
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I have heard lots of excuses for people not to making sales calls or recruiting calls. One of the most common excuses I hear is that people are afraid they may be asked a question for which they don’t have an answer. They are afraid that not having all the answers will make them look…
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As the story goes, the main character is asked by Sam-I-Am, “Do you like green eggs and ham?” He replies, “I do not like them, Sam-I-Am. I do not like green eggs and ham.” What’s the business lesson for each of us in this story? The lesson is that we all have our comfort zone,…
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Ask the Accountant… Question: I was recently asked about receiving cash payments from customers. After showing him how to record cash payments against a customer invoice, it became clear that he wanted to keep the cash, not record it as income. Answer: Truthfully, I have never been asked this before and was floored. When I…
Read MoreThere are only a few weeks left in 2022 This time of the year, with the holidays upon us, many of us take a close look at what we set to accomplish back at the beginning of the year, and whether or not we reached our revenue goals. And sometimes we don’t like what we…
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Recently I was talking with a highly respected supplier and social media influencer about my blog, Million Dollar Mindset; and my video series, Million Dollar Monday. She told me that perhaps my using the word “Million Dollar” was too much. She felt that most people cannot relate to making a million dollars, even as a…
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