Question: I just entered a whole bunch of entries for last year. Is there a way to avoid that? Answer: Yes, it’s easy to avoid too many entries in QuickBooks. In QB Premier and Enterprise. Go to Company > Set Closing Date > Set Date/Password. You can designate a specific date as a closing date—typically at year end…
Read MoreIf you choose to compete directly with the “big guys” by providing similar services and value propositions and extolling your “creativity,” your road to success is going to be bumpy at best. Instead, look internally to understand what you do better—and differently—than anyone else in the marketplace. Just like Whataburger found, the right clients are willing to pay for that…
Read MoreWhether you are afraid you can’t compete with big online sellers or you think you have nothing to worry about, the fact is that the market has changed. If you’re afraid you can’t compete because your business is too small, this can actually be your superpower. Here are seven things small promo distributors can do to attract their ideal customers…
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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…
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