Consultant Office

Where did the resolutions go?

Remember how just a month ago you set some big goals? Remember how you were going to sell more, call more and lose a couple pounds? Here we are in February and most of us are already falling off the wagon, others of us are completely off wagon and longingly watching as it…

1 hour to tax ready

I know you’re busy. I’m actually at the point today where I’m pretty sure I’m not going to be able to get everything done. I have this Christmastime nightmare where my family wakes up on Christmas morning and I’ve done nothing. There is no food, no presents, no hot cocoa. It’s as if the Grinch…

***New Report Available***

A new report is available in the reports section that will help you close out your fiscal year.

Simply click on the “reports” button from your dashboard bar and then choose the “Delivered/Undelivered Items” report. Here’s what that will look like.

A reason to contact customers

If you need a reason to contact your customers, the changing seasons is just the answer.

I felt it today, the crisp cold air, the dampness in my hair, the desire to drink apple cider. Your customers are feeling it too. Fall decor is our every where…

How to get back into your routine after summer vacation

We’ve all been there. After summer break ends and the kids go back to school you’re a little off your game. They’re gone all day but the hours from 8:00 to 3:00 seem to fly by at warp speed and you don’t feel like you’re getting…

Celebration time!

With Celebration right around the corner I wanted to take a minute to celebrate you!

You are a valuable part of our business, in fact, with out YOU, we wouldn’t have a business at all. So thank you for being a loyal Consultant Office customer. We really LOVE you!

TBH (To Be Honest)

I recently researched a health and wellness product I was interested in. It was from one of those direct sales companies every one is posting about on social media. I looked at the company’s website and read product reviews online. Every thing was anecdotal. Which, for me, was disappointing. I…

New Feature: Sales Types Expanded

Take a look at a customer invoice. You have two new “sales types.”

You can return to stock or return and discard.

When you choose to “return to stock” you can returning the item on the invoice will add the product back…

Are your customers too busy for you?

As the school year comes to a close I’m feeling the busy-ness and the stress coming on. Not only do my four kids have a plethora of final performances, end of the year programs and spring sports to finish up but my house looks like it has been neglected for the…