One of the most overlooked ways to make your business bigger is by making your business smaller. The usual reaction to that is No, I don’t think so, not for my business. And I get it- the natural reaction of the small business owner is to take everything that comes in and then afterwards figure…
Welcome to our QuickBooks tutorial! Today, we’ll walk you through how to apply, edit, and delete credit memos in QuickBooks Online. Whether you’re new to QuickBooks or just need a refresher, this guide will help you manage customer credits efficiently. Credit memos are essential for adjusting customer balances, whether due to returns, overpayments, or billing…
The 80/20 Rule, also known as the Pareto Principle, states that roughly 80% of outcomes come from 20% of causes. In business, this concept is powerful for identifying what activities, customers, or products yield the greatest results. The problem is, it’s easy to forget and easy to ignore. When we make a to-do list, we…
I assume you know what Shark Tank is, but just in case you don’t own a TV or hate reality television, let me briefly explain. In this show, entrepreneurs present their business briefly to five experienced investors in the hopes of getting an investment and the investors pepper the business owners with questions about why…
Whether you’re setting up customers for the first time or cleaning up your list in QuickBooks Online, this video has you covered. Today, we’ll show you how to add, import, and delete customers — step-by-step — so your records stay organized and up to date. Let’s get started! In this video, we’ll walk through: How…
The first job I had out of college was as an assistant restaurant manager. I was twenty one at the time and had never managed anyone. I got pretty thorough training in all the aspects of running the restaurant- I spent time at each of the three kitchen stations and doing all the front of…
Managing your business finances just got a whole lot easier with QuickBooks Online. In this video, we’re walking you through how to download, review, and categorize your bank and credit card transactions step-by-step—whether you’re just getting started or looking to clean up your bookkeeping workflow. Here’s what we’ll cover: Downloading your latest transactions Reviewing and…
In this QuickBooks Online tutorial, we’ll guide you through the process of creating and tracking invoices with ease. Whether you’re new to QuickBooks or just need a refresher, this video will help you understand how to generate professional invoices, send them to clients, and track payments. By the end of this tutorial, you’ll be able…
There are lots of reasons that having a more profitable business is better than having one that operates on low margins or even razor-thin ones. The first, of course, is that you just make more money for each dollar in sales you add. Like I said, pretty freakin’ obvious. The follow on benefits to that…
After you’ve been in business a while, you will hit a point where it seems like you’ve stalled. This happens to everyone. And it might be true- you might level off or even go backwards. I’ve struggled with this myself and even now- when I know better- it still is something that I have to…
