I just hung up on a sales rep. Originally, I reached out to his firm to learn more about their services. We had to reschedule a few times over the last few weeks. Finally, we were about to connect. He starts out asking lots of questions about Proforma and the project on which I was working. I asked him what he knew about Proforma, to which he replied, “not a ton.” That’s when I hung up…
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Ask the Accountant… Question: I keep seeing pop-ups to upgrade to Windows 11. Is that a good idea? Answer: If you do that, you will likely run into problems if you are running QuickBooks Desktop. Currently, Intuit is testing QB 2022 with Windows 11. Indications are that earlier years of QB will not be tested…
Read MoreWhen it comes to marketing materials for a distributor, self promos are a no brainer. What could be a better way to show the world what you do than by giving out a branded product? Here are some ideas to help you put your own no-fail self promo program in place…
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It is OK to Have Down Days The truth is that we all have down moments and days. Sometimes our circumstances and life events are sad. It is OK to feel the emotions that come with those circumstances and events. I follow a number of motivational leaders on social media. I find myself wondering if…
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Question: I have QB Premier 2021. I keep seeing pop-ups to upgrade to Premier 2022. Should I do that? Answer: If you have QB Premier 2019, 2020 or 2021, acquired with a one-time payment, you will receive updates from QB at no additional charge for three years. For QB Premier 2019, you will receive updates through May 2022…
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If you stand behind what you are selling and believe that you have a product or service that can truly help someone, convincing them to come on board should be the easy part. The hard part is using your small window of opportunity to form a connection, which is where meaningful conversations can help…
Read MoreOne of the most frequent questions distributors ask about social media is what to post. Most tend to have product-centric posts for obvious reasons. And while there is nothing wrong with that approach, social media is an invaluable tool to show what else you bring to the table. Here are 20 ideas you can easily implement…
Read MoreAs anyone who watches football knows, the quarterback is the person that sets the tone for not only what happens on the field but off it as well. Nothing happens on the offensive side of the ball without the quarterback, period. When I look at a business, there’s a department that’s clearly the organization’s quarterback—and it’s not one you’d expect…
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Everyone has a mindset. One type is a million dollar mindset, where your success knows no limits. The other type is a limited mindset, where your path to success knows lots of limits. The choice is yours. I know of massively successful people who who rightfully could have seen their circumstances as limiting, but they looked past their limitations and persevered to amazing success…
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Question: I see that QuickBooks integrates with SAGE Online. What are the benefits of doing this? Answer: SAGE Online does integrate with the QB desktop products, Pro, Premier and Enterprise, and QuickBooks Online (QBO). It allows you to write orders in SAGE and export them into QB…
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