Tag Archives: customer type

2017 Year-End Review and Planning

By now you probably have a good idea of your year-end numbers.  As you look back over your year, take the time to list what worked – and what didn’t. Here are a few recommendations to help you review 2017 … Continue reading

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Determining Your Most Profitable Sales

It’s time to review your sales to see where you were most profitable in 2017 and see what if any changes you’ll make for 2018.  When looking at profitability, there are a few different factors you can review using QuickBooks. … Continue reading

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Optimize Your Revenue Mix for More Profitability in 2017

Many small business owners focus on generating more revenue every year, and that’s a great objective.  But not all income is created equally.  If you have more than one type of division/service and/or service/product, then it’s worthwhile taking a closer … Continue reading

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Determining Your Most Profitable Sales

It’s time to review your sales to see where you were most profitable in 2016 and see what if any changes you’ll make for 2017.  When looking at profitability, there are a few different factors you can review using QuickBooks. … Continue reading

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5 Areas to Review to Plan for a Successful 2017

While you still have 2 more months to generate income (and expenses), you probably have a somewhat good idea of your year-end numbers.  As you look back over your year, take the time to list what worked – and what … Continue reading

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Save Time With QuickBooks 2017

I know some of you go by the “every 3 year” plan, but I’m a big proponent of checking out the new features every year to see if the new version would be beneficial for you. When the batch timesheets … Continue reading

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Optimize Your Revenue Mix for More Profits in 2015

Many small business owners focus on generating more revenue every year, and that’s a great objective. But not all revenue is created equally. If you sell more than one product or service in your business, then you can benefit from … Continue reading

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Your Most Profitable Sales

Just exactly who are your top customers? Wouldn’t you like to have more? I recently wrote an article on 9 Tips to Dazzle your Top Customers and suggested you look at the Sales by customer report. However, that’s only a partial story. You may have some big sales, but your costs could be high, as well, so total sales is not a complete picture. So here are 5 areas to consider. Continue reading

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Optimize Your Revenue Mix for More Profits in 2014

Many small business owners focus on generating more revenue every year, and that’s a great objective. But not all revenue is created equally. If you sell more than one product or service in your business, then you can benefit from looking at your revenue mix. Continue reading

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What’s Your Most Profitable Type

An underused feature in both QuickBooks and Point of Sale (POS) is Type. This feature can help you identify your most profitable type of customer. Both products have reports to show Sales by Customer Type. This can be a great way to see which type is generating the highest revenue for you. You could then do more targeted marketing – where to advertise, what associations to join, what media works best for that group. This type of information can help work smarter, not harder and improve your bottom line. You can also filter other reports by type. Continue reading

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