Newsletter Blogs
August 21, 2023 at 9:39 am
We’ve all heard folks say, “Thank goodness it’s Friday” (TGIF). We can all relate. We’ve all have had rough weeks when we really need the rest of the weekend to recover and recharge. Let me ask, how many times do you say or think, “Thank goodness it’s Monday” (TGIM)? Do you love your career enough…
August 11, 2023 at 11:39 am
Ask the Accountant… Question: When I am in QuickBooks, I have to change dates every time I try to run reports. Our year is July 1 to June 30. How do I change that so that our fiscal year is automatic? Answer: In QuickBooks Desktop (Pro, Premier or Enterprise), go to "Company" > "My Company"…
August 7, 2023 at 11:30 am
Some days, when we are in the thick of the battle of growing our business, we just want to get to a brighter future. I understand. For the first several years of starting and growing Proforma, I had more than my fair share of worries. After 45 years of growing a business, here are a…
July 28, 2023 at 10:13 am
Ask the Accountant… Question: There are lots on ins and outs in software, and the percentage that any user knows about is likely very small. I was working with a distributor, and he pointed out a shortcut with which I was not familiar. I have shared it below. Answer: In QuickBooks Desktop (Pro, Premier, or…
July 17, 2023 at 11:04 am
Most psychology experts agree that there are only two primary emotions: love and fear. All positive emotions are derived from love. All negative emotions are derived from fear. For business owners and sales professionals, success starts with making the right choice. Choice 1. Love When we love what we do, everything brings us joy, excitement,…
July 13, 2023 at 1:49 pm
Ask the Accountant… Question: I have set a closing date in my QuickBooks, but my employees keep making entries in the previous year anyway which messes up my books for last year. Is there a way to stop that? Answer: The best way to avoid that problem is to set a password when you set…
June 30, 2023 at 12:22 pm
Do you want to double your sales? Double your income? Double your success? Here’s a simple, powerful solution. I call it “the 1% solution.” Here’s how it works. 222: The approximate number of workdays in a year (assuming you take off weekends and holidays). 1%: Commit every day to doing something that will drive a…
June 23, 2023 at 10:22 am
Ask the Accountant… Question: In QB Premier, I am having trouble running the report of vendors that require a 1099. It’s not showing any data. How do I get that report? Answer: There are two steps. The first is to identify a vendor as 1099 eligible. For each vendor that is 1099 eligible, in QB…
June 19, 2023 at 10:43 am
Success is a journey. The key to massive success is to have a massive goal. A massive destination. Truth is that no matter what the journey, we can rarely see the final destination. When you are driving a car, you may have a destination that’s a few hundred miles away. Even though you can only…
June 9, 2023 at 11:56 am
Ask the Accountant… Question: I needed help with my QuickBooks. I googled and found a number, but they didn’t help and tried to sell me a different QuickBooks program. Why? Answer: You should never google to find a way to contact QuickBooks. You will likely not find QB/Intuit, but the person on the other end…
