Ask the Accountant… Question: What report will tell me what orders are in progress with suppliers? Answer: Open purchase orders in QB Premier are orders that have been submitted to suppliers and are in production. Once you receive the invoice from the supplier, you adjust the purchase order to match the supplier invoice exactly, and…
Read MoreThroughout the years, I have seen talented salespeople enter this industry with an eye on becoming a million-dollar producer. They work hard early on, have some customer wins, and see their sales increase. By years two and three, they become much smarter regarding the nuances of this industry. They see sales continue to progressively grow,…
Read MoreContent has become the hottest marketing topic these days, and for good reason: It can connect you to the right audience, build your credibility and authority, and help you get found on the internet. However, this doesn’t mean that posting random blog posts or videos with no theme or purpose is all you need to…
Read More
Just as suppliers benefit from knowing more about your business, you can certainly leverage stronger relationships with suppliers to become more of an expert on their companies and operations. Adopting a supplier’s perspective and having a better understanding of their business only makes you a stronger source for your customers…
Read More
Eric Nashbar is a serial entrepreneur who started four business ventures, grew sales to over $35 million a year, managed over 350 people, received a patent and sold those companies for over eight digits—all before the age of 40. Tune in to Million Dollar Monday to hear Nashbar share his story and key advice…
Read MoreBanks and credit unions are going through a transformation as they look for solutions to the marketing challenges they faced during the pandemic. Now is the time for the industry to bring promotional products back to the forefront of financial institution marketing. Here are some things to consider…
Read MoreThe word “relationship” is an article whose definition is both simple and beguiling at the same time. Unfortunately, when it comes to building business relationships, there seem to be two schools of thought with very little room for compromise. Is there a hybrid approach that works better?…
Read More
“Your third option is you don’t get your beach towels in time for your event.” That’s a phrase none of our clients want to hear. Nor a phrase any of us wants to say. But supply shortages are everywhere. And it’s not just promo. What’s the best way to manage clients successfully through this season?…
Read More
It is my experience that most people postpone success because they are waiting for perfect. Waiting for the perfect moment. Waiting to perfect their industry or sales knowledge. Waiting to perfect their finances. Waiting for things to be perfect is a perfectly terrible excuse. The truth is that once you get started doing anything, no…
Read More
Ask the Accountant… Question: How can I find out if and when I emailed an invoice to a client out of QB Premier? Answer: QuickBooks has a nice feature on its invoices called “See History.” It is a button on the top left of the invoice template just to the right of the word “Invoice.”…
Read More