Customer Appreciation Event
Summary of Speaker Presentations
We hope you enjoyed the presentations. Here are the notes for you to study. Feel free to call us if you require further information.
Minimize your Business Taxes
Presented by Brad Tetz, CA
- The Top 10 ways to Save Taxes for your business
- Structuring your business ownership and operations to minimize taxes and protect business assets
- The use to holding companies and family trusts
- Creditor proofing your business
QuickBooks Tips & Tricks
Making Accounting easier
Presented by Connie Clark, Mission Computers Inc.
- Valuable short-cuts
- The magic of Reports
- Easy entry of Money coming in or Money going out.
- Find anything you entered, in minutes
- Automate your entries with Memorized transactions
Gain 74 minutes each day
Presented by Don Smythe
- Download the Mind Clutter
- Work from a Plan, Set Priorities
- Including the “Not-To-Do-List”
- Schedule time for Important Tasks and Projects
Maximizer Tips & Tricks
Presented by Connie Clark, Mission Computers Inc.
- Using Activities to track all future and past appointments
- Setting up an Action Plan to automate call backs
- Using the Opportunity Manager to track sales opportunities
- Linking Maximizer to Word and Excel
- Short-cuts that work
- The benefits of MaxFinder & MaxCalendar
- Creating a custom Toolbar
Making an Impact with Graphics
Presented by Brenda Gordon-Ginter
Brenda Gordon-Ginter has been a graphic designer for almost 30 years, the last 11 running bg graphics and developing brands for other small businesses. In her presentation "Making an Impact with Graphics", Brenda will share some do's and don'ts for entrepreneurs to apply to their graphics. She will offer useful tips that will save time, anxiety and money, and help you develop a consistent, professional brand.
Gettin' Organized in your Business
Presented by Stacey Walker
Stacey will present a number of very practical tips that are geared toward the small business owner/entrepreneur who needs to make the most out of every hour.
Maximizer Enterprise 9.5 Demonstration
Client Relationship Management Software
See the Newest/Improved Features:
- Organizational Charts
- More Sales Reporting
- Built in Action Plans
- Improved Outlook integration
- Improved Marketing Campaign Manager and Customer Service area
Congratulations to our Winners:
- Tammy Hayes
- Del Sveinsson
- Pat Curtis
- Stacy Walker
Prizes include:
- Maximizer Software - donated by Cencomp System Solutions Inc.
- QuickBooks Software - donated by Intuit
- A seat in the Clutter Crusher Clinic - donated by Gettin' Around to it
- A Gift Certificate for Graphics work - donated by bg Graphics
