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For employers, understanding the difference between IRS Forms W-9 vs 1099 can be a bit confusing. Form W-9 is used to gather information about a contractor (like name and address) so their earnings can be reported at year-end. It is generally filled out when you

The inventory turnover ratio is an efficiency ratio that measures the number of times a company sells and replaces stock during a set period, generally one year. It is an important bookkeeping task that can make a major impact on your business’s success. While you

Lead scoring aims to prioritize your sales activities by focusing only on opportunities with the best chance of converting into customers. By establishing customer fit and interest criteria, setting a point system, and applying it to current deals in the pipeline, you gear effort toward

Implementing sales quotas helps sales managers and business owners hold their teams accountable for performance. Additionally, they allow organizations to forecast sales and break down goals into smaller objectives, such as monthly calls or revenue, that sales team members must complete. In this article, you’ll

Open-to-buy (OTB) is an inventory management strategy and formula businesses use to create buying budgets for specific periods of time. It takes into account expected beginning-of-month and end-of-month inventory, planned sales, and planned markdowns. Basically, an open-to-buy budget tells retailers how much they can spend

Payroll templates are predesigned spreadsheets and forms that help organize, calculate, and track payroll data. They’re best for business owners preparing to hire their first employees and wanting to better manage payroll. You can use these templates instead of, or in conjunction with, payroll software

By definition, your unique selling proposition, or USP, answers the question “why choose us?” Specifically, it's a value, product, feature, or benefit of doing business with you that either isn’t offered or can’t be provided by others nearly as well as you, and which is

Using cold calling scripts during direct outreach campaigns allows you to introduce offerings and address objections with more confidence. An effective cold calling script fosters personal connections with the call recipient, grasps their attention through an intriguing sales pitch, and provides a clear call to

Form 944 is an IRS form that very small businesses use to file their employer taxes on an annual basis. It is specifically for businesses that have at least one employee and owe less than $1,000 annually in federal taxes (income tax withholdings plus Social

Customer relationship management (CRM) software and customer retention go hand in hand. This is because CRM systems have the ability to produce actionable data to help businesses understand their customers’ behavior better—allowing them to provide more personalized services. It also enables them to gather customer

A fax cover sheet protects the content of the attached documents or specifies more details about the intended recipient. They come in various themes and file types, but the most popular templates include the standard template for speeding up communications, Health Insurance Portability and Accountability

Our equipment lease calculator allows you to estimate the costs of a potential equipment lease. You can calculate costs using the three most common lease types: fair market value, 10% buyout, and $1 buyout. Our calculator will show you the residual value, estimated monthly lease