Articles

Find New Clients for Free Through Your Library Have you ever bought a mailing list or leads? Did you know that some people spend thousands of dollars buying lists from Salesgenie, InfoUSA, USAData, or others to help get new clients? In this article, Michelle Long shows you how you can create your own mailing or contact list for free using ReferenceUSA.

Sleeter Consultants love QuickBooks. But in some cases our clients need more than QuickBooks offers. Even with fabulous add-ons, sometimes, QuickBooks is the shoe that just does not fit. Recently, Sage Software reached out to Sleeter Consultants in a number of ways and from our perspective, Sage does bring some enticing offerings.

Virtual Software enhances the time and expense data entry of QuickBooks or Peachtree off-the-shelf products, providing additional security and controls needed to eliminate data entry errors. Employees can easily enter data online, ensuring accurate, approved data in your accounting software and/or payroll processor, delivering optimal results with minimal training.

Selwyn van Rooyen, Advanced Certified QuickBooks Advisor and President of Wyn Solutions, Inc. presents three leading tools to integrate a web-store with QuickBooks so that sales transactions flow directly into QuickBooks from the web and on-hand quantities are updated when products are sold. Read this interesting article to gain a better understanding of the issues and to understand which solution may be the best fit for your clients.

This is the second of two articles where we explore the ability to generate a Sales by Shipping State report in Excel. This month, we will create a complete report that will give you the following: total sales, total taxable sales, total non-taxable sales, and total sales - all by shipping state; also included in this example are filters for customer, customer taxable code, items, dates, etc.

If your business goals include differentiating yourself among other consultants, increasing your income, or expanding your services, offering a CRM solution could be the key to a successful 2010. Once considered a luxury reserved for large enterprises, CRM software has become a critical component for success that is accessible to all businesses.

For several years, I’ve been writing about the difficulties of getting sales tax right in QuickBooks. It seems that virtually every client we look at has some type of problem with their sales tax data, caused by a combination of improper setup or inconsistent data entry. The good news is that add-on developers have developed exactly the solution I’ve been looking for.

If you’re an accountant, you’re also a small business technology consultant. And if you don’t feel up to the task of providing technology consulting, you have two choices. A) You can develop the knowledge and resources in your firm to deliver technology consulting services, or B) your competitors will take clients from you who seek what you can’t deliver.