What Do You Know About Buying Groups?

Question: What do you know about buying groups? Answer: There are variations of buying groups in our industry—from a couple of distributors banding together loosely to companies that offer other services and approaches. To answer this question fully, I went to Jamie Coggeshall, president of AIMastermind (AIM), a group that purely is a buying group.…

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The Law of Attraction: Who Do You Think You Are?

In my last article, I discussed the importance of gratitude. Today, I would like to talk about the two most powerful words in the English language. If I asked you, “Who are you?” your answer would start with two words: “I am.” I am. The two most powerful words in the English language. Don’t believe me?…

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Director of Client Retention

Where’s your focus? It seems like all the glamour and excitement in sales and marketing focuses on account acquisition. Everyone loves the “rainmaker,” the professional who reels in the big fish and new, headliner clients. We spend our time, our resources and our money on carefully crafted marketing plans. We think through objectives, strategies and…

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The Importance of a Stop-doing List

If you are going to thrive in any economy, you must commit yourself to a laser-like focus on doing first-things first and a ferocious understanding of what you are not going to do. For me, having a “stop-doing list” has become more important than my to-do list.  Here’s what works for me: After 23 years of…

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What’s Their Story?

If you want to become a business partner who matters, you need to get to know your customers. Go deep. Study their companies every way and every where you can. Start on your computer. Google the companies. Read articles about them. Set up Google Alerts to get trending articles about them. Study their industries. Read…

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Puppies and People: 5 Management Insights

People are much smarter than puppies, but raising a puppy can teach you a lot about how to manage people. I know this because with Tiffany, my family’s first puppy 25-plus years ago, I did everything wrong. Tiffany was never potty trained, constantly barked at nothing and, essentially,…

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Control What Info Users Have Access to in QuickBooks

Question: How can I set up QuickBooks to control what information users have access to? Answer: QuickBooks allows you to set up users and passwords under the “company” tab. When setting up a user, you can specify which information you want that particular user to see or not see, and edit or not edit. You…

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Collecting Sales Tax on Additional Charges

Question: How can I find out if I have to collect sales taxes on additional charges, such as screen charges and freight? Answer: Contact your CPA or the department of revenue for your state, because sales tax varies by state—and sometimes by county. It is most likely that these extra charges are subject to sales…

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