Newsletter Blogs

Navigating Sales Tax on QuickBooks Desktop
August 13, 2021 at 12:57 pm

Ask the Accountant… Question: I need to charge my customers 7.5% in sales tax, but 6% is for the state and 1.5% is for my county. How do I handle that in QB Desktop so I can file with the state, but just show the 7.5% to my customer? Answer: Sales tax is complicated, and…

Why Perform a Mid-Year Review (and How to Do It)
August 12, 2021 at 12:18 pm

A mid-year business review isn't always convenient or fun, but the benefits are crystal clear. It can help bring incomplete marketing projects to life, ditch activities that don’t work and improve internal processes. If you want to perform such review for your company, here are the six steps we follow...

When Opportunity Knocks: Part 2 With Terry Brizz
August 9, 2021 at 10:09 am

Terry Brizz had two great ideas that massively changed his life and were influential in creating his financial and business success. Listen as the president of Galaxy Balloons and professor of entrepreneurship shares why you need to keep your eyes open to the opportunities that surround you...

I Hit $500K in Sales and Have Reached My Ceiling! Now What?
July 30, 2021 at 9:35 am

Throughout the years, I have seen talented salespeople enter this industry with an eye on becoming a million-dollar producer. They work hard early on, have some customer wins, and see their sales increase. By years two and three, they become much smarter regarding the nuances of this industry. They see sales continue to progressively grow,…

Newton Was Right
August 2, 2021 at 10:44 am

You’ve heard of Sir Isaac Newton. As the story goes, he discovered gravity when an apple fell on his head while he was sitting under an apple tree. He also discovered a famous law of physics: “An object in motion tends to stay in motion and an object at rest tends to stay at rest.”…

Two Steps To Content Your Ideal Clients Want To Read
July 29, 2021 at 2:27 pm

Content has become the hottest marketing topic these days, and for good reason: It can connect you to the right audience, build your credibility and authority, and help you get found on the internet. However, this doesn’t mean that posting random blog posts or videos with no theme or purpose is all you need to…

Keeping Track of Orders in Progress with Suppliers
July 30, 2021 at 1:16 pm

Ask the Accountant… Question: What report will tell me what orders are in progress with suppliers? Answer: Open purchase orders in QB Premier are orders that have been submitted to suppliers and are in production. Once you receive the invoice from the supplier, you adjust the purchase order to match the supplier invoice exactly, and…

Speed Dial: The Benefits of Becoming Your Suppliers' Go-To Distributor
July 23, 2021 at 11:40 am

Just as suppliers benefit from knowing more about your business, you can certainly leverage stronger relationships with suppliers to become more of an expert on their companies and operations. Adopting a supplier’s perspective and having a better understanding of their business only makes you a stronger source for your customers...