How CBG saves you money in the longterm

Every day clients ask, “why should we buy from CBG? I can just call Intuit and get it cheaper, right?” That is not the case. CBG can offer lifetime discounts where Intuit often offers a heavy discount initially for the first year but then it goes up the MSRP. We are much cheaper if you plan to keep QuickBooks for more …

How To Setup QuickBooks Online Recurring Billing

Big News!  You can now set up auto recurring billing to your customers using their credit card or ACH method of payment.   Here are the steps required to set up this feature: Step 1: At the top-right of QuickBooks Online, click the Company/Gear icon and select Recurring Transactions. Step 2: From this selection, click the “New” button, then select Sales Receipt …

QuickBooks 2014 Simplifies, Accelerates Common Tasks

New version of desktop QuickBooks accomplishes goal of speeding up, refining your workflow. If Intuit named its desktop versions of QuickBooks by the version number rather than the year, we’d be in version 20-something by now. QuickBooks, still the preferred software for small businesses, keeps getting smarter in its annual upgrades. Rather than pile on tons of new features in …

Five Email Productivity Tips

Is email taking up too much time in your workday?    If you’re looking to spend less time on email, here are five quick items to test your existing knowledge and fine-tune your organizational skills.  We’ll talk specifically about Outlook®, but if you use another package, you may be able to find the same features there. 1. Folders We all …

10 Things You Might Not Think to Delegate But Should

10 Things You Might Not Think to Delegate But ShouldJust about everyone suffers from a lack of time to do all the things they want, or even need, to do in their business. One of the solutions to freeing up your time is to delegate. The question is, what are the most effective tasks to delegate? Here are ten ideas …

Do You Go to Power Hour?

Do You Go to Power Hour? I’m sure you’ve heard of Happy Hour, but have you heard about Power Hour? Power Hour is something you should be doing at least once a week during your working day. It’s the time that you carve out of your busy schedule to do the highest-payback tasks for your business. These include items like …

The Power of Permission

The Power of Permission What have you been wanting to do in your business for a really long time? Perhaps you’ve been wanting to raise your prices. Maybe you want to hire an assistant or another team member but haven’t gotten around to it. Or maybe you want to work less and focus on personal time, but you haven’t taken …

Are You Fully Supported in Your Business?

Are You Fully Supported in Your Business? Whether we run a large company with dozens of employees or run our own solo business, we rely on a support team of vendors, customers, employees, contractors, and other associates that help us carry out our business goals. Here’s a fun exercise to discover the strengths and weaknesses of your business support team …

Five Tips to Manage Overwhelm

Five Tips to Manage Overwhelm   Does it seem like you need to accomplish more in less time than ever before? Just about every small business owner I know is overwhelmed with everything they need to do. Many factors are contributing to this feeling: new technologies, increased government regulation, a need to market harder, and less access to capital are …

How to Save Precious Time Onboarding New Clients

How to Save Precious Time Onboarding New Clients You might have routines and systems to help a new employee settle in, such as payroll forms and training manuals. You might also have some procedures set up for when you start doing business with new vendors, such as asking them for their tax ID paperwork and having them submit invoices to …