Newsletter Blogs

Can I Run a Report on Amount of Sales from Customer Groups in QuickBooks?
November 13, 2015 at 7:10 pm

Question: Is there some way in QuickBooks to run a report showing the amount of sales from a particular group of customers? Answer: Yes. QuickBooks allows you to define "Types of Customers." When you open a customer in the Customer Center, click on "Additional Info" on the left side of the screen. There you can…

The Industry “Disruptors"—How Do They Affect You?
November 12, 2015 at 6:53 pm

Thanksgiving is a time to reflect of on all the things we are thankful for. I'm thankful for my family, my health, my business and the opportunity to have a positive impact on the community around me. Recently, I was blessed to be able to attend the ASI Power Summit, which is a gathering of…

Can't Wait for Tomorrow
November 11, 2015 at 6:43 pm

Paul Bellantone and I walked to dinner after the first day of PPAI’s 2015 Product Responsibility Summit and talked about the same thing

How Well Do You Know Your Customer's Business?
November 5, 2015 at 4:42 pm

Your job is to solve your customers’ problems. Period. That’s all. You need to become a part of their organizations. This is vital if you want to earn the right to charge a little more and be compensated for your expertise. Think of your job as earning a job at your target prospects' companies. This…

3 Reasons to Encourage Fun at Work
November 3, 2015 at 4:39 pm

My team laughs often during a typical day, and I love being around my team. I love working from home as well, but I miss the "fun" at the office. I wasn’t in the office the day before Halloween when my colleagues all dressed like Dan, a colleague who has a bit of a Steve…

11 Keys to Great Success in Life and Business: Key 7: Be Accountable
November 2, 2015 at 6:27 pm

The key difference between big businesses and small businesses is that big businesses are driven by timely accountability. Big businesses have boards of directors/advisers to whom management needs to report. If you want to maximize your results, you need to be accountable. Most small-business owners started their businesses because they wanted independence. I get it.…

How Much Can I Charge a Customer for Using a Credit Card?
October 30, 2015 at 4:02 pm

Answer: The safe and easy answer is “nothing.” Some states prohibit surcharges for credit card use, period. Some states permit it but with some complicated qualifiers, like no surcharge on debit cards, surcharge limited to what you actually paid and other such language buried in your merchant service agreement. The regulations are too many, making…

What Opportunities Are You Missing?
October 29, 2015 at 5:59 pm

I am writing this piece on a business trip like I've never taken before. In the past, I've traveled a bit, presenting education sessions at trade shows and regional associations. I've attended amazing conferences, like the PPAI North American Leadership Conference. This year, I'm attending the ASI Power Summit. The relationships that are nurtured and…

Get Real
October 22, 2015

How do you make yourself matter to your customers? How did selling today become such a “soft” touch? How did things like liking, loving, trusting and focusing on the mission become more important than prospecting, qualifying, looking at features and benefits, and closing, closing, closing?

Security Is Sexy
October 20, 2015

Security always has been considered anything but sexy. Money rarely flows to security projects since most executives pay little mind to security. Instead, sales and marketing receive the majority of the investment.