Newsletter Blogs

Question: I want to be able to invoice and receive payments electronically from clients and have them entered automatically in QuickBooks. What are my options? Answer: Currently, the best two options you have are Intuit Merchant Services and a service that integrates with QuickBooks called "Bill&Pay." Intuit Merchant Services, being a QuickBooks service, is the…

Hopefully, by now, you know that you cannot just be a product source and expect to command a premium price or a loyal customer base. Quite simply, if you don’t want to be commoditized, don’t be a commodity. Think about why your customers buy, and work to give them a reason to buy from you.…

Donald Trump shocked the world last night when he won the 2016 presidential election. While political campaigns are usually won on the issue, there's another element that I think is worth looking into: promotional products. It may be a leap, but I believe promotional products played a huge…

If you are like most business owners, you want to make money from the efforts of others. A lot of people say they own their own businesses, but many really don’t own businesses at all. They just own jobs. Here’s the test: Can you fly to Hawaii for three months and tell someone else where…

Question: I need to change sales tax settings for a large number of my customers. Do I need to go into each customer to make the changes? Answer: No, fortunately! QuickBooks has a wonderful feature to save you time with that chore. Go to “Lists”>”Add/Edit Multiple List Entries”>”Select Customers” from the dropdown box at the…

Competitive research is important, but it can be hard to find time to do it. Trusting someone else to summarize for you can leave important holes in your understanding of competitors’ strategies and processes. I want to make sure I’m clear about who I am and where I fit into the marketplace, as well as…

Most salespeople are extremely agile. Extremely agile. Salespeople want to say "yes" to anything. Agility is critical to success in sales. A great process is critical, too, but being flexible to meet each customer’s needs is equally critical. Agility often breaks down once you get past sales. Operation teams often are far less agile by…

Though I already have provided my opinion of the best NBA giveaways, the experts at ESPN ranked the top five NBA giveaways this season. There certainly are some creative promotions, and even with the ones I thought I had seen before, I noticed cool, new features that I wouldn't have thought of. ESPN gave the…

Timothy James Richardson, my uncle, passed away on Sept. 9, 2016 following a long, 15-month battle with cancer. He was 63 years old. My grandparents raised me, and when I was 16, my uncle came to live with us. Until then, I knew him as Uncle Timmy the doctor—kind of stiff, kind of stern. Over…

Instead of a question today, I'm going to pass along a tip from a client. I’m always interested in new ideas to simplify the accounting, bookkeeping and order management systems for ad specialty distributors. And recently, my client, Bruce Cunningham of Great Ideas in Santa Fe, N.M., shared an idea that reduces paper usage and…