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Entrepreneur Tips

How to Send a QuickBooks File for Review

One of the fastest and easiest ways for us to provide a free review, evaluate a potential new client and/or to provide a quote for services is for us to take a look at the QuickBooks file currently in use. The question is, how to send it, since these files are often large (depending on…

Handling Sales Tax in QuickBooks

The majority of states charge their shoppers sales tax and so it is the business owner’s responsibility to collect it for qualifying transactions. The collecting part usually isn’t hard. But it can be a bit of an issue after that! Sales tax is a little bit of a tricky concept in accounting because although you…

How to Get Your QuickBooks Balances Right Every Time

Reconciling is the process of matching your transactions in QuickBooks with a source document- usually a bank or credit card statement. This simple function is the way you make sure the balances you are seeing in your books actually match with reality. The longer you go without reconciling the more likely it is the books…

Why “No” Is a Great Business Strategy

There are lots of things in business driving you toward saying “yes” but that is often not the best idea. For example, everyone’s heard “the customer is always right” but that isn’t always the case and you can be led down the wrong path by mindlessly following that saying. Sometimes the customer is right, but…

Does Postcard Marketing Work?

The question of how to grow a business is one that nearly all of our clients ask themselves on a regular basis. Very few businesses can survive for long if they aren’t growing because costs never stop rising and there is virtually always attrition in sales no matter what you are selling. So some amount…

Planning Your Shark Tank Debut

I’ve been watching a lot of Shark Tank recently, partly because I like the show and partly because there isn’t much else on I want to see. You can only watch so many Modern Family reruns… Although the primary goal of going on the show for the business owners is to get an investment in…

Don’t Sell Your Business (Until You Read This!)

If you have owned a business for any length of time (and I am including periods as short as a few weeks!) you’ve thought of selling it. Everyone has days where one thing after another goes wrong and you think maybe I should just sell this thing and go do something else. Sometimes you get…