Profit Improvement Tips

I wanted to share some field-tested advice when it comes to avoiding headaches using QuickBooks for your accounting and business finances. Here is a list of four critical mistakes I see [...]

Looking for more customer insights and analytics than QuickBooks can provide? Maybe you’d like to see a breakdown of new customers (and sales $) vs. existing customers (and their sales $)? [...]

Has your business ever tried to determine profitably by the type of customers you track? If so, you’ve likely found that this option is not on the core QuickBooks report menu. Good news! [...]

Let’s check out the odds… 3 out of 10? 4 out of 10? Based on my (very) unscientific research over the last twenty years, I’m finding about 3 to 4 out of every 10 small [...]

The Enterprise version of QuickBooks allows you to track both product margins and markups, a feature many inventory based businesses are looking for! As a quick refresher: Margin: the amount the [...]

Do you wish that QuickBooks offered more inventory forecasting and planning options than the Stock Status report? If so, you’re in luck! The Inventory Planner solution can help you answer [...]

So many business owners hate to do their own accounting. They dread, and perhaps ignore, their bookkeeping tasks. This allows expenses to run unchecked and leaves money on the table. IS IT TIME [...]

Last time, I shared some ideas with you on how to track Payroll Check Protection (PPP) expenses and loan proceeds in both QuickBooks desktop and QBO platforms. Now, let’s take a closer look [...]

Welcome to my “Building Better Business Finances” series. We’ll explore various QuickBooks reports and tools that will help you keep a close eye on your finances. Let’s [...]

Curious… Have you taken a look at a recent statement from your brokerage firm? If not, you should. Why? To see if this situation applies to you… MICROSCOPIC INTEREST RATE ON SWEEP [...]