Just because we have the technology to pop into everyone’s home workspace via Zoom doesn’t mean that privilege needs to be abused. So, as your friendly guide, here are a few tips and thoughts as you think about asking your coworkers or clients to have a video meeting instead of using the phone (or an email)…
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Super-Size Your Business
I am sure you have seen plenty of McDonalds ads, right? But you probably didn’t learn anything new. Right? You already knew McDonalds sold hamburgers, fries, shakes and sodas. You have already tried many things on their menu. So, since you already know everything you need to know about McDonalds why do they advertise? The…
Read MoreWhy Do I Have Negative Amounts in My Accounts Payable Aging Report?
Ask the Accountant… Question: I am having small negative amounts left over in my accounts payable aging report after I record paying suppliers. What am I doing wrong? Answer: Negative amounts in your accounts payable are usually the result of the QuickBooks supplier purchase order not matching exactly the invoice from the supplier before creating…
Read MoreThe No. 1 Enemy of Becoming Wealthy
I define wealthy as making a minimum of $500,000 per year. This is a very achievable goal because: Businesses in North America spend over $300 billion on all the products we sell (printing, promotional products, incentives and awards, custom packaging, and more). These businesses keep running out of these items and need to reorder more.…
Read MoreWhy Am I Getting Duplicate Customers When Integrating SAGE and QuickBooks?
Ask the Accountant… Question: I am integrating SAGE Online with QuickBooks Premier. I am getting duplicate customers and vendors. Why is that happening? Answer: When integrating two software packages, if any data in the receiving system is not identical to that being exported, it will be identified as a new and different entry. For instance,…
Read MoreThe Rule of the Beach Fire
I love being at the beach. One of my favorite things is to have a great log fire at the beach. Here’s the first rule of the beach fire: It takes many logs to have a great log fire. If one of the logs rolls out of the fire, it fizzles out and sizzles out.…
Read MoreProtecting Company Culture in a Crisis
In the remote workplace, organizations have struggled to maintain connectivity with their employees. The COVID-19 pandemic has forced a “moment of truth” for corporate culture as leaders correctly ask themselves: Are the actions we take and choices we make right now reflecting our culture and the values that define who we are?…
Read MoreThe ‘Eggs In One Basket’ Problem
We’ve all heard the expression “don’t put all your eggs in one basket.” However, there are many people who let their quality of life rely too much on one factor. This becomes glaringly apparent during a financial downturn. Quality of life factors include: · Financial / Career · Family / Friends · Physical health ·…
Read MoreOrderMaster Support Is Going Away—What Now?
Ask the Accountant… Question: I have used OrderMaster for a long time. Is there any support for the software? Answer: Unfortunately, no. OrderMaster is no longer supported. It was sold as a stand-alone product that users owned and loaded onto their computers. It has remained static while your computer operating systems have continually advanced. The…
Read More$5 Million Jackpot
Let me tell you a story about Jack. Jack has been in this business a long time. Good guy. Lots of contacts. Sales typically less than $500,000 per year. Then COVID struck. Jack participated in webinars and learned about opportunities in PPE. Jack reached out to his contacts. He told them how he had the…
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