Submitted by Will on July 01, 2016

Happy 4th of JULY WEEKEND   


 In observance of the JULY 4TH HOLIDAY,
 English Management Solutions will be

We will return on Tuesday, July 5th
for our normal hours of operation.
9:00 a.m. - 5:00 p.m. 

We hope you have a
4th of July weekend. 

 For any questions or concerns please call 
(858) 467-0400                                                    

Our Holiday Hours & QuickBooks Support

Submitted by Will on December 24, 2015
Season's greetings to you and yours!
We wish you a Merry Christmas and a joyful New Year! 
We value our clients and appreciate you entrusting us with your business needs.
Please see our Holiday Hours below. 
Start off the New Year right!
  • Don't miss this months QB promotions!
  • Implement the QuickBooks system
  • Upgrade to the newest version
  • Have your staff trained so they're using the system correctly
  • Enhance productivity and have accurate records by taking an inventory count
  • Let us review your data to see if there are areas of improvement and to clean up your data file
Our Holiday Hours:

Dec. 24th: close at 3pmPST for Christmas Eve
Dec. 25th: closed for Christmas
Dec. 31: close at 3pmPST for New Year's Eve
Jan.1: closed for New Year's Day
*VERY IMPORTANT: Customer Service Requests: QuickBooks customers who require technical assistance or have an emergency during our office closures may do one of the following:

CONTACT US: by emailing us at info@englishmgmt.com, call our office at 858-467-0400 and press 5, or complete the Contact Us form . Our billable rate will apply. 
*For non-emergencies, we will reply the following business day.  
* Point of Sale: 1-800-4INTUIT (800-446-8848)
* Enterprise Solutions: 866-340-7237
* Merchant Services: 800-558-9558  
Will, Sofia, and Anita

877-467-0451 | 858-467-0400

Conference Season is Over

Submitted by Will on December 02, 2015

Conference season is over.

So we had the opportunity to attend the last Sleeter Conference (SleeterCon). Earlier this year, Doug and Sherril Sleeter sold their company to Diversified Communication, who acquired Accountex a few months back and now SleeterCon will be known as Accountex, USA.  I have been honored to have attended 10 of Doug’s conferences, having presented at 4.  I always learn valuable information, renew business relationships, as well as introducing our company to attendees who can benefit from our range of services.  Since over 40% of attendees were brand new this year, there was lots of opportunity for networking both with new and old. Additionally, SleeterCon provides me an understanding of the accounting technology landscape.  While our practice is Intuit Product centric, it is always great to see what other companies are doing.  Additionally, a number of the vendors work cross platform so it is good to know who works with what and who is upcoming in the market.

Additionally, SleeterCon gives you a wide range of topics to choose from with a very condensed time period so you can get exposure to a lot of topics quickly. I attended sessions as wide ranging as the Internet of Things, a fascinating look at the future when our appliances can talk to the Internet to using tables in Excel. On the Internet of Things (IOT), I am already seeing this trend with our local utility company offering special discounts for installing a smart thermostat.  If you allow them to suggest how hot or cool to keep your home, you can earn discounts on your bill.  While it can seem a little big brother, I have no problem with saving money.  Additionally, imagine a world where your lights come on at exactly 10 minutes after sunset, your sprinklers do not water your lawn on the days when rain is forecast and the IOT will help make our lives better in the same way that Google Maps makes getting lost almost impossible.

While we were at QBConnect, we met a company called SalesPad, a multi-channel cloud based Inventory management platform.  We continued the conversation at SleeterCon and have been invited to work with their team to ensure that the retail offering is a robust solution as well as working with them on the core offering.  More about that in the future.

So as 2015 draws to a close, we are grateful for all of the clients and their accountants that we have been able to help throughout this last year.  We are also excited to have joined the Intuit Writer/Trainer network with our partnering with Steve Green and Leslie Capachietti to refresh the QuickBooks Point of Sale Desktop certification. Additionally, we started the year learning the new QuickBooks Point of Sale Powered by Revel product and end the year getting ready to be trained on the backend administration part that will allow us to better assist our QBPOS Revel clients.  For 2016, I am looking forward to developing or refreshing our training content around the retail space including posting videos to our web site.

Author: English, William S., President of English Management Solutions, Inc. December 2015

Holiday Office Hours

Submitted by Will on November 24, 2015




We hope your holiday season is filled with hope, joy and fun!  

Our Holiday Office Closures:

Nov. 26th: closed for Thanksgiving

Dec. 24th: close at 3pmPST for Christmas Eve

Dec. 25th: closed for Christmas

Dec. 31: close at 3pmPST for New Year's Eve

Jan.1: closed for New Year's Day

Customer Service Requests: QuickBooks customers who require technical assistance or have an emergency during our office closures may do one of the following:
CONTACT US: by emailing us at info@englishmgmt.com, call our office at 858-467-0400 and press 5, or complete the Contact Us form here. Our billable rate will apply. 

*For non-emergencies, we will reply the following business day.  

* Point of Sale: 1-800-4INTUIT (800-446-8848)
* Enterprise Solutions: 866-340-7237
* Merchant Services: 800-558-9558   

QuickBooks Connect 2015 Conference

Submitted by Will on November 13, 2015

Will attended the 2nd annual Intuit QuickBooks Connect Conference and here are his impressions of the week:








What an amazing week! QuickBooks (QB) Connect is an Intuit sponsored event that brings accountants, business owners and software developers together in a mashup of training, inspirational speakers and just plain fun.  Last year was the first year and while it was a great event, this year was even better and I can’t wait for next year. 

First of all, we brought Sofia, our Ace bookkeeper for advanced training in QuickBooks Online (QBO), Intuit’s cloud based accounting package.  I sat in on a number of the classes as well as being invited to help with the concierge desk.  The desk was designed to help the attendees maximize their time at the trade show.  We got to speak to attendees, learn about their business needs and direct them to vendors that might be a good fit for their needs.  While I knew a number of vendors there, I was excited to meet new vendors and find out all of the great things that are happening to make QBO the platform of the future for small businesses as well as helping accounting firms become firms of the future.

In addition, there was a great line up of speakers in the main hall.  In the morning we heard from Jessica Alba who talked about the challenges of a celebrity trying to build a worthwhile company that made a difference.  The highlight was when she said that everyone told her that she just should do a perfume like all of the others, but her vision was to create a company (The Honest Company) in which she could be proud of the products she sold as well as making a difference in her customer’s lives.  Afterwards, Robert Herjavec of Shark Tank fame spoke about the importance of not just being good enough.  As he was getting started, he heard from a prospect that their current provider was “Good enough” which caused Robert to pivot and change his offering to differentiate himself from the rest.  There were some juicy tidbits from the set of Shark Tank, and he closed with a touching story about his dad with the thought that in spite of all of the money and fame he has acquired, he does it to take care of the ones he loves, a thought that resonated with me.  To close out the event was Oprah, yes Oprah.  To be honest, I wasn’t expecting to be moved as much as I was.  She talked about intention acts as well how she never wanted to be used by any guests, using as an example of having a skinhead use her show to espouse their hate.  It was inspiring and moved me.

Next up was the Reseller Connect, our reseller trade show.  I received advanced training in QuickBooks Point of Sale Powered by Revel.  I have now mastered the setup of the Quick Serve and table service restaurants.  Server based POS systems are so last century. I have spoken to several people who have many years in this industry and they see the huge shift in the industry.  Aloha and Micro are so limited with their back office hardware requirements and large upfront and ongoing costs.  QBPOS Revel gives you the ease of operation on the front end and all of the features needed as well as integration with QuickBooks Accounting.  Very compelling value proposition for the customer.

At the conference, we (English Management Solutions, Inc.) were also recognized for our sales achievement.  We were one of 39 out of 240 Premier Resellers who were in the 100k club, meaning they sold at least 100k in Intuit Product and Service Revenue in their fiscal year.  While we were honored to be among this select group, it is our customers who deserve the honor.  By placing your trust and faith in us, we are humbled to be your reseller of choice and I thank you and look forward to many more years of faithful service.

RetailNOW® 2015

Submitted by Will on July 30, 2015

It’s time for the annual RetailNOW trade show hosted by RSPA. As an expert in the Point of Sale industry, Will English is looking forward to attending for the education and networking.
RSPA stands for Retail Solutions Providers Association and they’ve been in existence for over 60 years. RetailNOW® 2015 is the premier trade show event for the retail technology and point of sale industry. Through educational sessions, valuable networking opportunities, and access to the resources of RSPA and its industry partners, attendees will walk away with a fresh new perspective that will pay dividends for them and their business.

“We are the only association connecting the Point of Sale technology ecosystem. Our members include resellers, distributors, hardware manufacturers, software developers, consultants and service providers who bring retail technology solutions to the marketplace. Our mission is to accelerate the success of our members by providing knowledge and connections.”
Learn more.

Cultivate '15

Submitted by Will on July 15, 2015

Will English was invited to the Cultivate conference again! This is a U.S. premier convention and marketplace where those who work in horticulture, those interested in a career in horticulture, looking to buy horticultural products or services for their business, and business owners looking to sell to horticulture companies connect in one place for education and networking.

With Will being an exhibitor, it allows us to represent the QuickBooks (QB) product and our support services to potential and existing QB customers. At our booth, we were excited to raffle off copies of the QuickBooks Point of Sale and QuickBooks Financial Pro desktop software. Many conference attendees spoke with Will about the products, our services, and they entered to win with great expectancy. We appreciate everyone who stopped by and look forward to assisting them!

From the Cultivate website At Cultivate'15, you'll find educational sessions to give you the tools and strategies you need to tackle your challenges triumphantly. You'll find the latest innovations and technologies to keep you competitive and your skills razor sharp. You'll find your cohorts, colleagues, and business partners from across the industry and within the supply chain, ready to get to work, strategize resources, and create win-win situations so that the industry as a whole can come out ahead... At Cultivate, we offer more than 120 sessions full of innovative ideas and easy-to-implement solutions guaranteed to help you stay competitive. From classroom sessions to hands-on learning, idea exchanges to rapid-fire Q&A, we enable you to learn in the ways that suit you best.

For more information on the education program visit Cultivate: Knowledge or one of the segment-specific pages listed under the "I am a..." section on the right side of the page.” Read more http://cultivate15.org/

Contact Us if you are looking to implement a POS and Accounting software system or if you already have one in place but need assistance!

Our office will be closed on Memorial Day

Submitted by Will on May 22, 2015

Our office will be closed on Memorial Day and we will return for normal business hours of 9am-5pmPST on Tuesday May 26.

Should you have any customer service requests: QuickBooks customers who require technical assistance or have an emergency during our office closure may do one of the following:

 CONTACT US: call local in San Diego 858-467-0400 or toll free 877-467-0451 and dial 5, or send an email to info@englishmgmt.com. Please state the reason for the call and your contact information. Our billable rate will apply.  

*For non-emergencies, leave a message at our office number or send an email and we'll reply the following business day.  


* Point of Sale: 1-800-4INTUIT (800-446-8848)
* Enterprise Solutions: 866-340-7237
* Merchant Services: 800-558-9558   

Certified QuickBooks Financial Consultant

Submitted by Will on May 20, 2015

Certified QuickBooks ProAdvisor’s have expertise in accounting and bookkeeping services for small-to-medium sized businesses. Another one of our team members, Sofia Avendano, is now a certified consultant who has been tested and certified by Intuit to help businesses learn and use QuickBooks Financial desktop software.

Sofia has been on staff at EM$ since 2009 as a Bookkeeper. She uses the QuickBooks (QB) software on a daily basis to perform her work tasks, and she manages a lot of client’s books. As we know, there will occasionally be issues with any system. Nothing is perfect. Plus we have to factor in human error. Sofia found herself working with Will English and the Intuit support department to assist clients with their QB issues, so it was a natural progression to gain her certification. We can now assist more clients in less time.

It is our mission to empower small business owners with the financial information they need to be successful. We use QuickBooks Point of Sale (POS) and QuickBooks Financial software to help accomplish our mission. We provide software support and training to companies nationwide by meeting with our client’s onsite or remotely. We use QuickBooks as a tool to teach them business processes, internal controls and proper cash flow management.


Submitted by Will on March 25, 2015

We were excited to be invited to the IRC at ASD.  Sounds like a lot of initials doesn’t it.   First of all, IRC stands for the Independent Retailer Conference.  This show is the brain child of the folks at Retail Minded, an e-magazine devoted to the Independent retailers as well as a web site full of additional resources.  IRC puts a trade show within a trade show allowing retailers to have a one stop shop to review vendor offerings as well as providing an educational track.  ASD is a collection of trade shows featuring specific verticals as different as Beauty and Fragrance to Smoke Shops.

In most of our trade shows, we are buried on an isle in the middle of a row and try hard to gain the attention of attendee coming down the row.  At IRC, we were in the lobby next to registration and the food court.  In real estate, they talk about location being the most important thing and we had an ideal location.  All day long, we had people walk up to the booth and ask for information about our products.  Of course, representing Intuit was a BIG HELP in that every small business owner either uses or knows about QuickBooks.  In addition, each time we did an educational session, we would have a rush of attendees seeking more information about us and the product.

We were excited to introduce Intuit’s new POS line up.  In the desktop version, we now have V12, a much needed improvement over V10 and 11.  In addition, we were excited to be one of the first to show the new IPad based Point of Sale (POS), QuickBooks POS powered by Revel.  This solution integrates the elegance of an IPad with a cloud back-end and integration to QuickBooks Online to allow the retailer to manage their business from anywhere.

Now Intuit has a lineup that can handle the needs of almost any retailer.  We were excited to have attended IRC and ASD and look forward to next year. “Will, we are thrilled to have you on board again.” Heidi Ames. Manager, Partner Programs, Retail Minded and Independent Retailer Conference.

Author: English, William S., President of English Management Solutions, Inc. March 2015