We’ve transitioned from April to May and find ourselves at the end of another work week. Was your week busy and productive?
Don't miss this month's promotions. From a FREE hardware bundle to no set up fee for your Intuit Merchant Services to the most robust of the QuickBooks products, there is a solution for every business! Learn More.
Even though Will was not on the road too much this week, he was equally as busy with local clients as well as conducting phone and remote support sessions. Our office staff maintained a constant work flow with our Bookkeeping clients, current QuickBooks clients and prospective clients. One of our new clients is having a library built but it’s still in the construction phase. The manager wants to go ahead and start working with the QuickBooks Point of Sale (QBPOS) to become familiar with it, enter inventory, etc., so Will installed the QBPOS software on her laptop for the time being. Once the building is completed, he will set-up and install all of the equipment (which includes computers, peripheral devices that are used at the register, and the POS software) and train the staff on using the software. They also received a copy of the QuickBooks POS Store Operations handbooks to have as a quick resource by the register. You can learn more about this valuable guide by clicking HERE.
Product demonstrations are a great way for customer’s to see the functionality of the software, and people like the visual presentation. When they receive the information audibly and visually, it tends to stick with them more than by listening alone. Will met with several business owners who are not yet using the QuickBooks software but are ready to take that step. They learned more about the system, got their questions answered about how it will work for their specific business needs and goals, etc. This is a part of the initial discovery visit. Some of our current clients are opening new locations so they need the software and hardware. And most prefer to work with Will for the installation so they know it is set-up and installed correctly from the beginning. Most people enjoy some surprises, like birthdays and the like, but not when it comes to their business software and equipment.
What a week for referrals! Thank you to all who have placed their confidence in us by referring our services to their friends and colleagues! We appreciate the new business and customer loyalty. Will assisted one new client with exporting out their item list and the customer vendor's from QuickBooks V.8.0 HQ to V.8.0 in one of the other locations. Another owns a chain of toy stores and they’re opening 2 more locations this year. Whether or not a customer already has the QB software we can assist them.
And Will is preparing to teach some classes at the upcoming Scaling New Heights conference. It’s an honor that he’s chosen each year to be a presenter. We’ll provide more information on this conference and the classes he’s teaching in the very near future.
