The Marketeer Accountant

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the use of your accounting documents:

the use of your accounting documents in 5 simple ways How to

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is A ccounting a cost centre ? let’s analyse see …

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you know M ARS …

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… who works in the Accounts Department

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now meet V ENUS …

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… from the Marketing Department

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on most days, they don’t see eye to eye

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You should spend less money…

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You are just a cost centre…

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one fine day, they decide to work hand in hand …

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Marketing to spend less money

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Accounting to bring in business

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the big question is: HOW ?

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O BJECTIVE by using what is already done now by accounting, or just doing a little bit more, can you get back a lot for the business?

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Yes , You Can!

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u 一 箭 雙 鵰 kill 2 vultures with 1 arrow, i.e., kill 2 birds with 1 stone

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Sales Order (SO) an internal document issued by a business to a customer for confirmation of products and/or services ordered front front front

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Sales Order (SO) front front front for some businesses, it’s optional

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make it a point to send an SO, to thank customer for the business … Sales Order (SO) front front front

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禮 多 人 不 怪 you will not offend others by being too polite Sales Order (SO) front front front

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Sales Order (SO) what else ? back back back

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Sales Order (SO) at the same time, ask customer for a referral … back back back

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friend … the best time to ask for a referral is after an order is given

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v 一 魚 兩 吃 eat a fish in 2 ways, i.e., enjoy 2 benefits from 1 action or thing

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Invoice invoice promptly to get paid faster front front front

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no invoice = NO need to pay now Invoice front front front

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when you invoice, remember to also repeat your benefit statement … Invoice back back back

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customers are more willing to pay for value , NOT just product or service

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w 一 石 二 鳥 kill 2 birds with 1 stone, i.e., get 2 things done at the same time

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make an effort to send an official receipt to thank customer for the payment … Official Receipt front front front

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禮 再 多 人 不 怪 you will not offend others by being overly polite Official Receipt front front front

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Official Receipt back back back what else ?

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Official Receipt use the chance to up-sell or cross-sell related products or services … back back back

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Official Receipt back back back … the best time to up-sell or cross-sell is after the sale is done

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up-selling & cross-selling are part of customer service

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it is cheaper to sell to existing customers than to find & sell to new customers

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x 一 物 二 用 have 2 uses for the same item

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Statement of accounts

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j collect money from customer Statement of accounts

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k get to watch out who’s good and bad j collect money from customer Statement of accounts

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a sale without money received is NOT a sale… Statement of accounts

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… it is called a B AD D EBT! Statement of accounts a sale without money received is NOT a sale…

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Bank reconciliations

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j check against bank Bank reconciliations

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k get your cash book right j check against bank Bank reconciliations

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running a business without knowing your cash position is NOT running a business … Bank reconciliations

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… it is running DOWN a business! Bank reconciliations running a business without knowing your cash position is NOT running a business …

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Accounting accounting is an ASSET

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NOT a liability accounting is an ASSET Accounting

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use accounting to stay on top of your business & cashflow

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y 一 舉 兩 得 get 2 results from 1 task

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print cheque … look professional

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get your accounts automatically updated

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the Accounting Department does NOT have to be a cost centre accounting people add value

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