A few years ago, I worked with a life coach. We met once a month and talked about various business and life issues. At the beginning of one meeting, the coach asked me if I was still going to the gym and working out. It’s never good when someone has to ask that question. I…
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When we are trying to improve our life, we need to add new tasks to achieve the new results we are seeking. For example: If we are trying to lose weight, we need to eat healthier foods. If we are trying to get fit, we need to exercise. If we are trying to grow…
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Ask the Accountant… Question: I have several sales orders for one client, but my client wants just one invoice. Can I do that in QB Premier? Answer: Yes, you can. When you are ready to create one invoice for multiple sales orders already created in Premier, go to “Create Invoices” on the Home Page and…
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Being an entrepreneur isn’t always about making money. For LifeVac founder Arthur Lih, it’s about making a difference. What if you had already built a successful business, sold it for millions of dollars, then on the cusp of retirement, you realized you could create something that wouldn’t just change someone’s life, but it could save…
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In Italian, there is a saying that, loosely translated, states, “Don’t spit.” What it means is that when you are in a room, “don’t spit” on the ceiling because you never know when you will need to go back in that room. Think about it. How many times have we lost our temper or been…
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Ask the Accountant… Question: Can I save changes to field widths that I have made to screens in QuickBooks Premier? Answer: Yes! Make the changes to the field widths on your screen. Leave the screen open, and go to: Edit > Preferences > Desktop View > click “Save Current Desktop” That should save your field…
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We have all heard prospects and customers tell us “I will call you.” Let me tell you the definition of “I will call you.” “I will call you” equals “I will never call you.” In 1978 when I started Proforma, all I had was some business cards and an answering machine. My answering machine was…
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Imagine quitting your job and risking it all to raise money, build a business plan on the fly, and create a company you believe can make a difference in people’s lives. Sound crazy? Well, that’s exactly what the bold entrepreneur Calloway Cook did when he founded Illuminate Labs. The founder and active president of this…
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Ask the Accountant… Question: I want to keep notes in QuickBooks Premier. How do I do that? Answer: For Customers, you can go to Customers > Customer Center. Highlight a customer, and you will see the transactions related to that customer – estimate, sales order, invoice. Click on one of these, and there will be…
Read MoreAs a content-focused digital marketing agency, we’re always interested in tools that can help us produce better work more efficiently. So, when ChatGPT came out last November, we started experimenting with the app right away. AI writing tools have been around for a while. We find they can be useful in writing short-form content for…
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