Hardly a day goes by that I don’t receive a request for my feedback on a recent transaction, call, visit or inquiry. In some cases, I can’t even leave a web page until I tell them whether I want to provide feedback. It would be easy to assume that there are too many surveys, and…
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We are all aiming for success. Success in our business. Success in our lives. One of the keys to accomplishing success is our commitment and the language we use. Some people have a low commitment to success, and it’s apparent in their language. For example, sometimes people will tell me that they are going to…
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obsession noun 1. The state of being obsessed with someone or something: She cared for him with a devotion bordering on obsession. 2. An idea or thought that continually preoccupies or intrudes on a person’s mind: He was in the grip of an obsession he was powerless to resist. I know it sounds crazy, but…
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Question: I have my non-inventory items set up in QuickBooks, but I don’t see anything in my cost of goods sold account, and my sales numbers seem very low. Why is that? Answer: Chances are you don’t have your non-inventory items set up correctly. This is a common error for our industry, and one of…
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I was playing poker with some friends recently, and we began to discuss raising our children. (Yes, I realize that is not what you are supposed to talk about while playing poker.) We began to talk about our different parenting strategies and helping our children turn into good adults. My mother always told people who…
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Question: I am using an older version of QuickBooks and want to upgrade to the current year. What should I do to prepare for this? Answer: First of all, back up your current QuickBooks file. Then, run your balance sheet, and profit and loss (income) statements on both the accrual and cash bases for the…
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A blog is one of the simplest and most useful ways to promote your business online. Consistent blogging can be worth far more than most comparable investments of your time to promote your business online. Here are five reasons you should be blogging, along with several ideas of what you can be blogging about. 1.…
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How do you respond to “no” in your business pursuits? Let me share a short story about a “no” that that I recently experienced. I found out late one afternoon that I needed to get to suburban Charlotte for a week. I immediately got online to book my favorite hotel, but the website said there…
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As the PPAI Expo in Las Vegas came to a close, and we hopped on planes and returned to normalcy, it was easy to look back and feel overwhelmed by an event that offered so much. Along with dozens of meetings and seminars, we flocked to Vegas primarily to see the latest and greatest products—and…
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Question: I have created a duplicate customer in QuickBooks that has a slightly different name. How do I combine them into one customer account? Answer: Go to “customers” > “customer center.” Highlight the customer name you want to change, right click on it and click “Edit Customer: Job.” Change the customer name to match the…
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