How Did You Do?

It’s the end of the year and I hope you feel good about all that you did this year. I know that many people are looking at what goals they accomplished- perhaps you are one of them. If there are areas where you fell short, then you might be disappointed because you didn’t achieve the goal you wanted. Perhaps you had some financial goals for the business or there were some changes you wanted to make. I know I didn’t achieve all of my goals.

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Finishing Strong

We’re nearing year-end and a very busy time of year when it comes to your books. While I realize that December is a busy time of year with parties, travel and days out of the office, it’s also a time to take a close look at the business. Here are a few things to you can do:

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Update on Point-Of-Sale 10.0

I recently wrote saying I was disappointed with Intuit’s new version of Point-Of-Sale 10.0. In fact, I said I would not recommend the product to my clients. Intuit took the time to listen to many of us Intuit Solution Providers; we let them know what features we felt were important to keep in the software. Recently, Intuit came out with a new patch (R5) that addresses several of the issues we had with the new version

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A Penny Saved Isn’t Always a Penny Earned

Is Your Bookkeeper Wasting Your Money? With good intentions and a desire to save money for their companies, bookkeepers often miss simple ways to save money. Many business owners think of the bookkeepers as a guardian of their funds. But what I frequently see is one of two problems.

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Get Paid Faster and Reduce Bank Fees

I’m like every business – I like to get paid quickly. So, like other businesses, I try to make paying me as easy as possible. I was slow to accept credit cards because of the fees. Not only do banks often charge a monthly fee, but the bank also takes a percent of the sale, and depending on the provider, there can be other fees as well. If I wanted to let clients pay me online (whatever is easiest for them), I had to accept credit cards. Now, just like most businesses that accept credit cards, I accept those fees as a part of the cost of doing business.

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The New Point of Sale V10

The new version of Point of Sale is out. Usually, I’m like a kid in a candy store, excited to test it out and show it to clients. I can’t say that about this version. This year, rather than focus on adding new features, Intuit gave it a much simplified screen based on input from retailers. And, when visiting retail stores, they noticed that frequently there were post-its on the computers, so you can now leave sticky notes in your POS for staff. While those are nice features, they certainly do no warrant upgrading. And, when they worked on this facelift, they inadvertently got rid of or hid features many consultants and retailers use (like List Edit On/Off, adding columns to the sales receipt to use custom or other fields). The good news is that Intuit has listened to us Intuit Solution Providers and has agreed to continue to make version 9 available (which I really do like). Intuit has listened to our feedback on features we believe are important, and is working on making those features available again. They are hoping to have a revised version after the holidays. I’ll let you know.

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