Question: I use QuickBooks Premier. I have orders where copy or instructions are frequently the same. When I create these sales orders, is there a way to get these words onto the order without retyping them every time? Answer: Yes. You can save and reuse words or phrases that you use often by creating a…
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5 Management Lessons from My Favorite Sudoku App
A few years ago, I downloaded a free Sudoku app called Sudoku Joy. I had not played Sudoku before this app and I was not sure I would like Sudoku. In fact, I was pretty sure I would not like Sudoku. Turns out, I was wrong. I like Sudoku quite a bit, and this app…
Read MoreHow Important Is the Bag?
I walk to work every day with all of my stuff in a backpack. On this walk to work, I pass other working professionals with leather messenger bags and nice briefcases. The majority of backpack-users I see are heading to the school up the street. Every morning, I think, “Man, maybe it’s time I actually…
Read More5 Reasons Chance the Rapper is a Marketing Genius
At this point, if you haven’t heard of Chance the Rapper, you’re living under a rock (no offense, Dad). 2016 has been the year of Chance the Rapper, and I’m not upset about it. From his new album “Coloring Book” to his line of Chicago White Sox hats (they sold out before I could even…
Read MoreGlobal Trends in Product Transparency
On November 23, 2015, the world’s largest food manufacturer, Nestle, disclosed publicly that slave labor was being used to produce its seafood sourced from its supply chain in Thailand. An investigation had shown that Thai fishing operators lured migrant with false promises. The migrants were sold systematically and then kept in bondage and degrading conditions…
Read MoreWe Are the Champions
I’m going to level with all of you. A few years ago, I did not know the first thing about…
Read MoreQuit Trying to Be Everything to Everyone
It’s hard to leave money lying on the table. I’ve heard a lot of people eager for the sale, drooling over the pennies that could easily be had. “Money is money,” they will opine and blame and shame you for not picking up the easy bucks. Here’s the problem with the easy bucks: They keep…
Read MoreCan I Switch from QuickBooks Online to Premier?
Question: Last year, I called QuickBooks to ask which program I should buy. They told me QuickBooks Online, and switched me from QuickBooks Premier to Online, but it doesn’t do what I need it to do. Can I convert back to QuickBooks Premier? Answer: Yes, but it’s not easy. Intuit sells QuickBooks Online as a…
Read MoreDirector 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…
Read MoreLet’s Talk Politics
Trump! Clinton! Feel the Bern! Some can’t help but support their candidates both privately and publicly. Recently, Cheryl Rios, a marketing specialist, discovered the danger of talking politics online—she lost her largest clients. But, I’m not writing today to get you to stop talking politics. I want you to talk politics—even online—but directed toward your elected officials. Next…
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