Sometimes We Need to Hear ‘No’

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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What Happened to My Purchase Order Emails From QuickBooks?

Question: After I emailed a purchase order to a supplier in QB Premier, I used to see a message telling me that it had been emailed. I don’t see that anymore. What happened? Answer: You are probably talking about a pop-up message that said: “QuickBooks sent the email to your email application. Your email application will send it to the recipient.”…

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Marketing Planning for the New Year

If you’re looking to grow, this is a good time to plan for the new year and change what you can control, starting with your marketing strategy. As you work on your marketing plan for the new year, you might be wondering what things you should be doing now. Based on our experience and the market changes we have seen in the past two years, here’s what we recommend…

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Why Your Bookkeeper Should Have Experience In the QuickBooks Version You Use

Ask the Accountant… Question: I am thinking of hiring a bookkeeper who knows QuickBooks Online, but I use QuickBooks Premier. Are they the same, only one is online? Answer: No, QuickBooks Online and QB Premier are very different programs. They do not look alike at all and have very different functionalities. When hiring a bookkeeper,…

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The Great Resignation Is Here: That Means Challenges, But Also Opportunities

The “Big Quit” is affecting us personally and professionally. We are all experiencing the downsizing of service levels and resources as consumers and sellers. But, as with most challenges, there can be rewards. Organizational voids are an opportunity to dig deeper into accounts and offer more assistance and value to inexperienced and overtaxed buyers…

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