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.”…
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You have all heard the saying, “Money doesn’t grow on trees.” We all get that. But what no one tells you is where money does grow. The truth is that money grows in “other people’s pockets.” So how do you get your share of money in “other people’s pockets”? Relationships. I have said for decades…
Read MoreConsidering the promo distributor business is a B2B, account-based type of business, as a distributor, your time is best spent on LinkedIn. While there are many people teaching how to use LinkedIn to get more business, few are talking about the great benefits of LinkedIn Company Pages…
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I have said many times that there is no excuse for not making $500,000 per year in this industry, whether you are a business owner or a sales rep. Time is money. You heard it before. But do you really believe it? Do you really treat time like money? Think about it this way. Let’s say…
Read MoreYour online brand needs to effectively communicate what you do, who you help and the value of doing business with you. If your website and social media profiles are not up to the task, you may be missing out on new ideal clients, repeat sales and other important opportunities. Here are five reasons you might want to consider a rebrand…
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Ask the Accountant… Question: QuickBooks can send payment reminders to clients. What do you know about it? Answer: That is a new feature in QuickBooks that might be helpful, but . . . I have reservations about it for our industry, because the automated nature of the payment reminders takes away the personal nature of…
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Ask the Accountant… Question: If I convert to QuickBooks, do I have to use QuickBooks Payroll? Answer: There is no requirement to use QuickBooks Payroll. Our businesses generally involve very few, if any, employees. And payroll is rarely a needed function. My clients who do have a payroll typically use outside payroll services, or have…
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Ask the Accountant… Question: What is the perfect system for a promotional products distributor? Answer: I wish I had the perfect answer for that. Unfortunately, there is not a perfect system for our complex and unique industry regardless of cost. Ad specialty distributors have had to figure out their own systems, mostly by trial and…
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Become Supernatural. As a New Year gift to yourself, I highly recommend you read the book, “Becoming Supernatural” by Dr. Joe Dispenza. This gift to yourself will help you create the life of your dreams. There is amazing information in this book. It is science-backed and proven ways to create amazing success in your business,…
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Ask the Accountant… Question: I am downloading QuickBooks Premier. There is a question about which edition I want. Which one do I pick? Answer: When you purchase QuickBooks Premier, there will be options of editions when you download the program. The edition that is best suited for our industry is Manufacturing and Wholesale. By selecting…
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