Newsletter Blogs

Account Analysis Part 1: Internal
December 4, 2018 at 2:11 pm

It’s that time of year again when business folks start to think about New Year goals, resolutions and planning. This year I’m suggesting you add another topic to the mix—internal and external account analysis. Let’s start with the importance of internal account analysis. If you have been in this business more than a few years,…

How to Start Prospecting for New Accounts: Tips, Tricks and a Checklist
November 29, 2018 at 8:28 am

Prospecting is a must. It’s a have-to. It’s as important as exercise, brushing your teeth, eating, stretching and anything else that needs to be done on a daily basis. For as sure as the Patriots winning the AFC East for the 150th consecutive year, you will lose 10 percent to 15 percent of your business…

3 Steps to Put More Love in Your Life
November 19, 2018 at 2:42 pm

In my last blog, I mentioned that a million dollar mindset is about more than money. It’s about experiencing and sharing the love and joy in our lives to make the world a better place. Here are three easy steps to put more love in your life: 1. LOVE what you do. It would have…

How Many QuickBooks Users Do You Need?
November 16, 2018 at 1:29 pm

Question: How do I know how many QuickBooks Users I need to start? Answer: My advice is less. I prefer to err on the side of saving money and minimizing the number of users until knowing exactly how many users are needed. And it’s wise to have as few people as possible inside your accounting…

Promotional Advent Calendars Are a Huge Business Opportunity
November 14, 2018 at 12:56 pm

Tons of brands are getting in on the Advent calendar action. It's a chance for companies to showcase some of their favorite products, and it turns out consumers are loving them. Here are a few of my favorites this year...

I Love You!
November 5, 2018 at 2:57 pm

My blog is titled "Million Dollar Mindset," and many times I write about ideas to help my readers make more money. But having a million dollar mindset is about much more than just money. Let’s face it, we all know some very wealthy people who don’t seem very happy, right? Clearly money isn’t the only…

How to Start A Business from Scratch
November 2, 2018 at 2:21 pm

Question: I have been working for a Distributor for a few years, but am thinking of leaving them and starting out on my own. What steps should I take? Answer: Starting a business from scratch has many variables to be addressed, here are four from the accountant’s perspective. 1. Be sure you are free of…

My 5 Favorite Promos of the Week: Sixers Jerseys, Disney Mason Jars and More
October 31, 2018 at 1:20 pm

Happy Halloween, everyone! And welcome to another exciting installment of my fave five. This week, there were a ton of awesome sports promotions, and a variety of other items that caught my eye. Keep reading for my five picks. 1. Sixers 'Rocky'-Inspired Jerseys The Philadelphia 76ers debuted their City…

Quickbooks Tips for Handling a Growing Business
October 19, 2018 at 9:41 am

Question: I am planning to grow my business. Should I just start out in QuickBooks Enterprise? Answer: “Big” is a relative concept. I have several ad specialty distributor clients who generate $3 million in annual sales, and QB Premier serves them perfectly well. QB Enterprise does have more features than Premier, but many are not…

My 5 Favorite Promos of the Week: Dodgers, Charity Tees and More
October 17, 2018 at 2:25 pm

What a week it's been for promotional merchandise! From sports giveaways to charity tees, I've been taking note of a ton of eye-catching promos that I just have to share. Keep reading for my five picks. 1. Dodgers Rally Towels https://twitter.com/Dodgers/status/1052351191852572672 Yes, as a native Californian I'm 100 percent biased here, but I love a…