Newsletter Blogs

Coffee and Rolls
February 25, 2019 at 2:06 pm

What’s your reputation? How can you fix or improve it fast? About 30 years ago, Proforma had a reputation problem. We had been in business for 10 years, and the distributorship was growing fast along with our new franchise business model. Actually, our growth was a little too fast for our capital structure, resulting in…

Can An Off-Site Employee Enter Invoices With Partial QuickBooks Access?
February 22, 2019 at 1:42 pm

Question: I wanted to know if I could have an employee off site do some entering of invoices without having full access to the other financial parts of QuickBooks. Answer: When you set up users in QuickBooks Premier, you can set up certain restrictions that limit the access of each user. This is a helpful…

Can I Integrate SAGE Online With QuickBooks on the Cloud?
February 8, 2019 at 2:25 pm

Question: Can I have SAGE Online integrate with QuickBooks Premier if my QuickBooks is in a cloud-based storage platform? Answer: The SAGE Online system integrates with QuickBooks well—saving time and effort; recreating orders, customers, vendors and items in QB without having to reenter the data. Unfortunately, at this writing, SAGE cannot integrate with QB when…

Data, Customer Experience and Calculated Risk in the Promo Business
February 1, 2019 at 2:45 pm

When I used to be heavily invested in music, teachers would often say, “The more you put in, the more you’ll get out.” This is true with my career, in my relationships and with my health. This is equally valid with regard to digital information. For example, the more online digital information I knowingly or…

What’s Your Excuse?
February 4, 2019 at 1:44 pm

In sales, one of the biggest challenges in converting a prospect to a customer, or a customer to a client is getting more “face time” to continuously explain our value proposition. This is where most sales folks fail. Most sales folks, even seasoned professionals, don’t appreciate the importance of creating “excuses” to get back in…

When to Convert from One Accounting System to Another
January 25, 2019 at 1:41 pm

Question: Is there a good time to convert from one accounting system to another? Answer: Actually, you can convert at any time of the year, but there is a “best time” that makes things as fast and easy as possible. If your fiscal year is Jan. 1 through Dec. 31, the best time to convert…

It's OK to Cry at Trade Shows
January 15, 2019 at 6:57 pm

Well, it’s another January, and that means for many of us, it’s a time to reflect and build upon on the prior year. Many will be gathered together at the Mandalay Convention Center, and surrounding areas, for the PPAI Expo this week. For the thousands attending this year, it’s a place to reconnect with old…