Posts tagged as:

year-end

The end of the year always comes more quickly than we expect, so now is the time to get organized! Whether you are a long time customer or new to Boulevard, we can help with your choice of Inventory Setup, a Database Makeover, or even our Virtual Assistant services!

The Inventory Setup Service includes entering Section 1 on hand amounts, entering Section 1 Ideal amounts, and clean up of the Closeout Items product category. Valued at $75, you can purchase this service for just $30, and be up and running in minutes! Call us today to inquire or purchase.

A Database Makeover is the perfect way to clean up and organize your data. Our Database Makeovers are available starting at just $25. The best part? Each makeover level builds upon the previous and increases the amount of help we can provide to getting your systems in place and you back on track. Call our office today to discuss how a Makeover can help! Perhaps the problem is bigger than a makeover warrants… perhaps you’re behind on the data entry itself. We have a solution for that, too!

All of us have lives outside of our Mary Kay® businesses, right? Being a Mary Kay Consultant is a grand adventure, but there are times when other things happen and they take priority, so your business may take a back seat for a while. Life happening doesn’t keep customers from needing to reorder their skin care and cosmetics and doesn’t stop you from needing to order inventory to replenish what you are selling. It also doesn’t stop those ever present and inevitable business expenses from accruing. Sometimes it can keep you from being able to sit down at your computer to enter it though.

Is all of this sounding a little familiar? Do you find yourself in this position now? Maybe a paperwork pile three or four months (or more!) deep is threatening to spill onto the floor as you read this message. Does the thought of prepping for taxes – let alone filing on time – give you cold sweats and chills? We have the answer for you: Historical Virtual Assistant – and the professional, reliable competence of our Customer Service Representatives – to the rescue!

We have offered a Virtual Assistant Service for several years now and those using it swear by its positive effects on their business. Offloading your data entry to someone else frees up your time and energy to concentrate on actually building your business. Plus you can continue to take care of your family, enjoy your friends, and not get behind. Our historical Virtual Assistant service is perfect for helping you to fill in, catch up, and just get back to where you need to be.

We can help you to determine what needs to be entered by assessing your unique situation. Based on the number of months of entry and the amount of paperwork from each month to be entered, we will provide you a customized quote for this service. Not only will your data entry be completed by trained Boulevard professionals, it will be done neatly and to your specifications.

While you’re in the clean up and organization mode, do you have a plan for all those foundations you have in stock but are being discontinued by Mary Kay? You guessed it! We have a solution for that, too! Check out our awesome Product of the Month postcards. We suggest using these lovely cards to showcase specific products that you’re overstocked in or are being discontinued. You can purchase these cards in a set then prep and mail them yourself or, sign up for our Postcard Service and let us do the work for you! For just $0.70 a name including postage, you won’t find a better deal. Better yet, we provide a report you can use to follow-up and even remind you to follow-up after the cards are sent.

We believe in working this business full-circle – just like you have been taught in Mary Kay. We don’t like to leave anything to chance and are always looking for ways to simplify, streamline, and improve the odds of our customers’ success. Our Customer Service Representatives are waiting to assist you. Contact us, and let’s get started today!

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We’re taught that setting a goal is the first step toward achievement. Follow-through is key, though. In your business, this means tracking.

Weekly Accomplishment Sheet & Personal Sales Tracking

Unit or Area recognition is often based on retail product sold during the seminar year. From Preferences inside Boulevard software, click on the Weekly Accomplishment tab and ensure Base YTD totals on Seminar Year is checked. The New Year-to-Date Sales Total on the Weekly Accomplishment Sheet will now reflect your seminar year sales.

   To view your sales, from under the Utility menu select Weekly Accomplishment (or by selecting the dollar sign symbol from the main toolbar).  Then File and Print Preview.

When retrieving weekly accomplishment information, if a message appears that tells you the seminar year is undefined, return to Preferences and select the Seminar tab this time.

 

In order to retrieve information for seminar year-to-date, the seminar year selected must be entered. For our customers on the premium Product Update Service, the summer CD will update this information for the upcoming year.

Queen’s Court of Sales Tracking

Unlike the Weekly Accomplishment Sheet, the Queen’s Court dialog shows the retail credit you have earned from Mary Kay® based on product orders placed throughout the seminar year. This is an excellent tool for tracking Queen’s Court of Personal Sales.  It shows a list of all product order totals in the current or previous seminar year as well as the total retail value of all orders and the Queen’s Court qualifying amount. To view personal production entered into your Boulevard software, click on the Product menu, then Order. In the Maintain Orders dialog select the Queen’s Court button.

Additional information can be found in the Help by hitting the F1 key at any time in either of these areas of Boulevard. 

We’d love to hear if you met your seminar goals and about your walk across stage in July! You can do it – and we’re here to help.

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It’s easy to get caught up in the hustle and bustle of shopping, family time, and parties at the end of the year. All of a sudden it’s the middle of January and your inventory report hasn’t been printed. Does this sound like you? No problem. You can capture that end-of-year information. For the best advice based upon your unique situation, give our customer service department a call. A representative can help you determine the best place to start.

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As the year draws to a close and a new year begins, our thoughts turn to taxes. When you are ready to close your business year in Boulevard and capture year-end data, all you need to do is run a few reports.

“Which reports do I print?” is a common question our customer service department hears. Your Boulevard software provides easy to access directions to help you through these annual steps. From the Help menu inside Boulevard, click on Contents, then Taxes & Year End. Click on the link, Closing my business year in Boulevard. Follow these instructions and you’ll be done!

Help: Year-End Reports

Of course, if you have any further questions, please do not hesitate to contact our Customer Service Department. Keep in mind, your tax consultant or accountant is a great resource, too. For specific questions regarding what categories offer the best write-offs or legalities, they’ll be the best place to call.

If you have not kept up on your paperwork and Boulevard entries throughout the year, we can help! Based on feedback from our Virtual Assistant customers, for the first time ever we’ve decided to offer a Seasonal Virtual Assistant solution!

Are you drowning in customer profiles?

Swimming in a sea of sales tickets?

We can enter them for you! Call today for a complimentary consultation and quote. Don’t forget, we are here for you. Main Street Software employs a full staff ready for your every customer service need. Don’t hesitate to give us a call or send an email and we’ll get your questions answered and keep you on track with your business and with Boulevard.

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No matter how accurate you think you have entered and tracked information in your Boulevard software, the government wants you to count your inventory anyway. Now is the time to schedule a block of time to take the physical count. Main Street Software staff recommend the following steps:

setup

  1. Print the Inventory Worksheet by Category (filtered for Section 1 only).
  2. Use this worksheet to take your physical count. Write your actual quantities in the column labeled Actual.Please Note Edit the Physical Count  
  3. When your physical count is complete, highlight the items where the quantity you wrote is different from what Boulevard thinks you have.
  4. Edit the physical count in your program for these items.
  5. Print the Inventory Listing by Category (filtered for Section 1 only).

Tip-PDFVoila! Keep this report handy, as it is necessary to complete your taxes. Because Boulevard’s inventory is ‘live’ all the time, you cannot recreate this report down the road.

 

 

References:

US: MK Tax Essentials 2008, p. 6

CA: MK Legal Ease, p. 5, section IV; CRA Income Tax Act, Inventory Valuation, NO: IT-473R, Paragraph 2 Determination of Quantities.

UK: HM Revenue & Customs website, Record keeping (self-employed):  http://www.hmrc.gov.uk/sa/rec-keep-self-emp.htm#3

AU: Australian Taxation Office, Record keeping for small business, NAT 3029-07.2009, p. 16.

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