by Ted LeBouthillier | Jan 17, 2020 | Pro Tips |
I know… I know, it’s Tax Season. You don’t have time to read these things.I’ll make you a deal. You spend 60-seconds reading this… and I’ll save you several hours per week. That’s a good deal, right?Email Reminders. Don’t neglect this feature!To introduce you, I have...
by Ted LeBouthillier | Jan 17, 2020 | Pro Tips |
I have a client – I’ll call her “Amber”. In fact, I think we all have “Amber” as a client.Amber calls on April 13th and innocently asks “Hey Kevin… tell me, what do I still need to send you again?”Que eye-roll. And maybe even some under-the-breath inappropriate...
by Ted LeBouthillier | Jan 17, 2020 | Pro Tips |
This is a good one.Remember the old days when you had to use a carrier pigeon to send data to/from your client? Me either. But a fax machine, bicycle messenger, personal phone calls and a meeting for each client was not so long ago, I’m afraid. Alas, it is 2020 and...
by Ted LeBouthillier | Jan 17, 2020 | Pro Tips |
Know what’s silly?It’s silly that we all share company contacts, a server, our individual calendars, QBs files… even a restroom. In spite of this, we all keep our own browser favorites on our individual computers like it’s a double-super-secret place to find where to...
by Ted LeBouthillier | Jan 6, 2020 | Pro Tips |
Let me guess. You’re talking to your client on the phone while furiously scribbling down notes on a sticky note, a torn open box of Yodels and even a little on your forearm with a Sharpie. You then need to pass these notes to your staff so they know everything you do...
by Ted LeBouthillier | Jan 6, 2020 | Pro Tips |
Invoicing. It’s the best of times. It’s the worst of times.Surely, we all have some clients to whom we send a monthly invoice and still others get sent invoices only periodically.Wouldn’t it be great to be able to print a WIP Report showing just those monthly clients...
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