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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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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One of the biggest barriers to high performance is annualized thinking. Annualized thinking is the unspoken belief that there is plenty of time in the year to make things happen. If we have a slow start in January, we may be disappointed, but we think, “I’ve got 11 more months to make my goal.”…
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Most of us sales and business development types don’t like to hear the word “no.” I get it. But sometimes, us management types need to hear “no.” Let me explain. I recently asked our administrative assistant if she would help with a new project. She replied with an emphatic but polite “no.” The truth is that she was correct…
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The truth is that in most selling situations, the prospect isn’t always ready to buy when you are ready to sell. You know this. There are two kinds of sales types: the pit bull and the pitiful. If you go on a sales call and the prospect tells you they will call you the next…
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Over the years, I have met many people, many of whom are very successful, who lack self-confidence and self-esteem because they do not have a college degree. I call this the Scarecrow Effect. You remember the Scarecrow in “The Wizard of Oz.” He felt he was not smart. He even sang a song called “If I Only Had a Brain.”…
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Ask the Accountant… Question: Do I need account numbers in addition to account names? If so, are there particular numbers? Answer: I like using account numbers with account names for accounts in the chart of accounts (COA) because it makes it easier to distinguish one account from another more readily, as some account names are…
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QuickBooks Online (QBO) is one of several options from QuickBooks. It is very different from QB Premier or Enterprise, which are more robust and better suit our industry. For instance, QBO does not have customer sales orders, which are pivotal in QB Premier and Enterprise. That being said…
Read MoreA mid-year business review isn’t always convenient or fun, but the benefits are crystal clear. It can help bring incomplete marketing projects to life, ditch activities that don’t work and improve internal processes. If you want to perform such review for your company, here are the six steps we follow…
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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…
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