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We’re going to cover how to set up advanced settings in QuickBooks Online. These settings affect what shows up on your financial reports, including your profit and loss (P&L) reports, balance sheets, and cash flow statements. We’ll show you how to set your fiscal year

A sales contract is a formal document detailing the pricing, scope of work, deliverables, timelines, and service terms for a customer to agree to and sign. Preparing one requires establishing an offering for the customer, setting the price, and indicating the terms associated with the

A business mission is a short statement describing the "why" behind your vision. It’s the primary reason your business exists and why you do what you do. Download our free mission statement template and follow the steps below to learn how to write a mission

In retail, your margin and markup are two of the most important metrics for measuring your profit and understanding your pricing. Your margin refers to your business’s net revenue minus the cost of goods sold (COGS), while your markup is the difference between the selling

We’ll show you how to set up QuickBooks Online for nonprofits so that your income and expense information is organized in the same way as your Form 990, making completing the form easier. The key to using QuickBooks Online for nonprofits is to set up

An NCA is an employee document outlining the rules for working for a competing company upon termination.

A good applicant tracking spreadsheet can help organize your hiring process, allowing you to track applications, multiple interviews, and even test results. Using a candidate tracking spreadsheet is best if you: Need to compare candidates’ resumes, skills, and experience in one place Have more than

Estimate proposal templates let you quickly and consistently detail pricing information for your leads or prospective customers. Templates ensure all product or service options are clearly outlined in your proposal, which builds trust and can be the determining factor on whether or not someone chooses

Sales plans enable businesses to set measurable goals, identify resources, budget for sales activities, forecast sales, and monitor business progress. These all contribute to guiding the sales team toward the company's overall strategy and goals. In this article, we explore how to create a sales

A floating holiday is an extra paid day off for employees outside the traditional allotment of paid holidays. Unlike those traditional holidays, which are set by the company, floating holidays are more flexible and can be used to accommodate individual needs and preferences. Companies often

Sales funnels visualize where prospects are in the buying journey of a sales process and assist in lead generation and sales forecasting. Creating a sales funnel involves understanding your company’s sales process, breaking it down into stages, and designing your funnel visual before entering customer

Using a sales forecast, business owners can create realistic projections about incoming revenue and business performance based on their current data and how they have performed in the past. Sales forecasts may cover weekly, monthly, annual, and multi-annual projections, and can be done using Google