Newsletter Blogs

Ask the Accountant… Question: I usually end up with lots of windows open in QuickBooks Premier. Is there an easier way to close them than one at a time? Answer: To close all your open windows in QuickBooks Desktop (Pro, Premier, or Enterprise), go to “Window” at the top of the screen, and then "Close…

  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…

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…

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…

We’ve all heard about FOMO, “Fear of Missing Out.” But FONO is a different fear. FONO is “Fear of No.” FONO is the No. 1 reason most people never get wealthy in this business. It’s the No. 1 reason why some people fail in this business. The “fear of no” creates call reluctance...

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…

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…

As 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…

  Opportunities for sales are everywhere every day. Most of us just don’t pay enough attention. Introducing the 6 foot rule. This is not a COVID thing. This is a great rule for sales professionals. Simply stated, the 6 foot rule, when it comes to sales prospecting, means that anyone who comes within 6 feet of…

Ask the Accountant… Question: I have been a distributor for over 25 years, and would like my daughter to take over my business in the next five years. She is concerned that being a distributor is not a long-term business. What do you think? Answer: Being an ad specialty distributor is definitely a long-term, lifetime…