When I used to be heavily invested in music, teachers would often say, “The more you put in, the more you’ll get out.” This is true with my career, in my relationships and with my health. This is equally valid with regard to digital information. For example, the more online digital information I knowingly or…
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Question: Is there a good time to convert from one accounting system to another? Answer: Actually, you can convert at any time of the year, but there is a “best time” that makes things as fast and easy as possible. If your fiscal year is Jan. 1 through Dec. 31, the best time to convert…
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This week has been a dismal one for me: The Philadelphia Eagles were eliminated from the NFL playoffs, my brother beat me several times in the Settlers of Catan, and it’s been raining nonstop in Los Angeles where I live (I know, it’s hard to feel bad for me). So, I sought to cheer myself…
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Well, it’s another January, and that means for many of us, it’s a time to reflect and build upon on the prior year. Many will be gathered together at the Mandalay Convention Center, and surrounding areas, for the PPAI Expo this week. For the thousands attending this year, it’s a place to reconnect with old…
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It’s a new year with new opportunities to make 2019 your most successful year yet, and the first step is to get rid of the “but” in your vocabulary and stop making excuses. Many times I find people give excuses without even knowing it by making statements such as, “Last year my goal was to…
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Question: I am new to the business and to QuickBooks. Do I have to enter all of the data each time with each order? Answer: QuickBooks runs on lists. The major lists are Customer, Vendor and Item lists. There are a few others, too. True to all QB lists, once you create a list entry,…
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It’s safe to say that most business professionals should know about customer business reviews. Whether you know a little about what it is or the benefits of doing it, customer business reviews will form the foundation of your business relationships, and help position you as a trusted business advisor and valued partner to your customers.…
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If you’re like me, you’ve been overwhelmed by holiday shopping, and more importantly, holiday eating. But now that I’ve taken a break from my latke and Christmas cookie extravaganza, I can take the time to spotlight some of my favorite holiday promotions from this week…
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Question: Should I put the real shipping or in-hands dates on the orders I send to suppliers? Answer: I always built in a cushion of a few days to prevent 11th hour heroics and to be prepared for client ignorance, like neglecting to tell me the event is at 8 a.m. or that they need…
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It’s that time of year again when business folks start to think about New Year goals, resolutions and planning. This year I’m suggesting you add another topic to the mix—internal and external account analysis. Let’s start with the importance of internal account analysis. If you have been in this business more than a few years,…
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