Newsletter Blogs

Question: When is the best time to buy QuickBooks Premier 2018? Answer: Premier 2018 was released in September 2017. So far, the reports are good. It works well, and bugs have been few. However, conventional QuickBooks wisdom is to wait until January to avoid as many of the inevitable early glitches, updates and fixes as…

Expo is around the corner, and your calendar is filling up with meetings. When you arrive at Expo, your phone will automatically update your time zone, and your calendar entries need to be scheduled properly to make your life easier. For example, I live in the Eastern Time Zone, and if I schedule a meeting…

That’s right. At Proforma, we are not calling next year 2018. We are calling it 2X18. I invite all of you to do the same. 2X18 is your opportunity to 2X your success in the New Year. 2X your sales. 2X your income. 2X your health. 2X your relationships. I believe it’s easy to 2X…

Make this world a better place. Make this industry a better place. Make your home a better place. You can do it. Starting with you. A few years ago, I lived in downtown Chicago and joined Michigan Avenue Toastmasters. This was a diverse group of interesting people all dedicated to becoming better speakers and helping…

When it comes to the holiday season, I know it's all about giving and being thankful. But, I also can't help but get excited when musicians, sports teams, theme parks and TV shows release special edition holiday gear. In fact, my coworkers know my Sixers ugly sweater is one of my most coveted possessions, as…

People buy what they are comfortable with and from people they are comfortable with. Switching to a new vendor or a new product creates angst that they might make a bad decision. Therefore “top sellers” remain top sellers because of social validation. We can’t be wrong if everyone else is buying something. Despite buying what…

Back in the early days of building my original Proforma distributorship, I had an appointment with the owner of a furniture store chain. I was on time. He was not. After waiting for half an hour, I asked the receptionist if the owner knew I was there. She informed me that he was filming a…

Question: I have a Mac that I use for my business, but I’d like to use QuickBooks. What are my options? Answer: There is a Mac desktop version of QuickBooks, which is very different from the Windows QuickBooks and is inadequate for our business. Furthermore, it is being discontinued, and a 2017 version is not…

Wow! Did this year fly by or what? With Thanksgiving quickly upon us, you might have a minute or two to take a breath, and do some thinking before you go into the last crazy push to the end of the year. As is my custom, I have some questions that I would like for you…

When I hear the word “actually” in a presentation, my "BS detector" goes on high alert. While true in all presentations, the alarm bells ring very high when the word is used in a software demonstration. “You can actually pay your bill with one button click.” “You can actually see your logo with no effort.”…