Video & Slides: http://www.proformative.com/events/higher-growth-not-hire-staff Your company's growing. That's great news! But how do you scale to keep up with the business? You may think your only option is to add staff. But, that's no longer true. Learn how finance practitioners use the cloud to keep growing their businesses - without growing headcount in their finance department. Thousands of companies like theirs have discovered the power of cloud financials - to automate formerly manual and redundant financial processes and eliminate the need to add IT and finance staff to support company growth.

1. THE RESOURCE FOR CORPORATE FINANCE, ACCOUNTING & TREASURY PROFESSIONALS
Higher Growth, Not Hire Staff:
Using Cloud Financials to Grow Without Hiring
Marc Linden, CFO, Intacct

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4. THE RESOURCE FOR CORPORATE FINANCE, ACCOUNTING & TREASURY PROFESSIONALS
Higher Growth, Not Hire Staff:
Using Cloud Financials to Grow Without Hiring
Marc Linden, CFO, Intacct

5. What Does Finance Do?
Finance
Professional
What the Rest of the Company
Thinks I Do
What My Mom Thinks I Do
What My Friends Think I Do
What I Think I Do
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What I Really Do

6. Agenda
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7. Drivers for Finance and Accounting Hiring
Software International Inc.
USD
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Software
Development
Israel
(ILS)
Software
US
(USD)
Buddy
Software
(USD)
(acquisition)
Software
Japan KK
51% ownership
(Yen)
Software
Development
India
(INR)
Software
Sales
UK
(GBP)
Software
Sales
Europe
(EUR)

8. The Risks of Hiring in Response to Growth
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A Better Alternative: Cloud Financials
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10. Power Global Growth
Mobile workforce management software company
• Rapid growth in field staff
• Operations in US, Brazil, Germany, Poland, and UK
• Manual processes weighing down staff
– Reporting on profitability by customer, project
– Reviewing and processing expenses
– Order processing
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11. Power Global Growth
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Period Close
Project Accounting
Financial and
Management Reporting
Expense Management
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Consolidation
Revenue Management
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Quote-to-Cash
Business Integration
Procure-to-Pay
Inventory Management
Cloud Technology
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As a growth company people were learning
new behaviors and responsibilities. Intacct
helped us to grow and manage that.
- Jim Bokar, Controller
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12. Reporting and Controls for Going Public
Software provider to global property and casualty insurers
• IPO in 2012
• Need for accurate reporting
– Historical with three years of data
– GAAP and management reporting
– Standard and custom reporting
– Drive 3–4 year forecast
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13. Reporting and Controls for Going Public
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Period Close
Project Accounting
Financial and
Management Reporting
Expense Management
Consolidation
Revenue Management
Quote-to-Cash
Business Integration
Procure-to-Pay
Inventory Management
Cloud Technology
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14. Lose the IT Shackles
Nonprofit educational organization
• 25% yearly growth in orders
• No integration between finance, e-commerce, and CRM systems
• Difficulties in scaling IT
– System instability from growth
– Upgrading and maintaining servers
– Maintaining physical environments and infrastructure
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15. Lose the IT Shackles
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Period Close
Project Accounting
Financial and
Management Reporting
Expense Management
Consolidation
Revenue Management
Quote-to-Cash
Business Integration
Procure-to-Pay
Inventory Management
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Cloud Technology
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We liked the idea of a cloud-based solution
that wasn’t tied to the Microsoft platform so
we could avoid ongoing costs.
- James Linday, CFO
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17. THE RESOURCE FOR CORPORATE FINANCE, ACCOUNTING & TREASURY PROFESSIONALS
Higher Growth, Not Hire Staff:
Using Cloud Financials to Grow Without Hiring
Jurate Baubliene, Finance Manager, Meetup

18. Meetup, Inc.
Total Members
13,365,028
Organizers
103,341
Meetup Groups
126,739
Millions
Active Members
2.8
2.4
2
1.6
1.2
Meetups in past 30 days
388,960
0.8
0.4
18
Jan-13
Sep-12
Jan-12
May-12
Sep-11
Jan-11
May-11
Sep-10
Jan-10
May-10
Sep-09
Jan-09
May-09
Sep-08
Jan-08
May-08
Sep-07
0
Jan-07
2,645,863
May-07
RSVPs to Meetups in past 30 days

19. About Us
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20. Driving the Change
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21. And We Said to Ourselves….
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22. We Searched, and We Searched, and…
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23. Just 2 Months Later
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24. And Guess What?
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25. Agenda
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26. Reporting and Total Visibility, with No Manual Effort
Stakeholder Needs
Regulatory
Management
Ad-Hoc
• In real time
Granularity
Summary
Intermediate
Transaction
• No maintenance
required
Business Drivers
Vendor Project Offerings and more…
Performance Measures
Operational
Financial
Basis / Books
Cash
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• No external tools
Accrual
• Single “truth”

27. Eliminate Redundant Data Entry
with Seamless Integration
CRM
CRM
CRM
Fixed
Sales
Payroll
Budgetin
Fixed
Sales
Payroll
Budgetin
Assets
Tax
g
Budgeting
Fixed
Sales
Payroll
Assets
Tax
g
andand
Assets
Tax
and
Planning
Planning
Planning
Best in Class
Best in Class
Financials
Best-in-Class Financials
Financials
AICPA preferred
AICPA preferred
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• Freedom to
choose the best
solutions
• 21st century
cloud integration
• Vendor supported

28. Automate Financial Processes
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Consolidated
Statements
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Review
Close Books
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Consolidation &
Elimination
Automated
Adjustments

29. Automate Business Processes
Price List
Sales
Finance
Collect
Quote
Contract
Order
Invoice
Recognize
Revenue
Customer Master
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Consistent data across entire company
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Entire process is visible and accurate
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Integrated quote-to-cash recognition
Lower costs and greater efficiency

30. Cloud Financial Management
Integration
Automated
Financial
Processes
Robust
Reporting &
Visibility
Automated
Business
Processes
Cloud Financials
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31. The Cloud Lets you Access your
Data from Anywhere
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HR
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SERVICES
MANUFACTURING
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SUPPLY
CHAIN
SALES
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32. The Cloud Gets You Out of the
“No Value Added” IT Business
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33. The Cloud Brings You Closer to Your Vendor
Customer
Feedback
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Continuous
Innovation
Rapid
Access to
New
Features

34. The Cloud Provides Scale to Support Growth
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35. Intacct: Trusted Partner of
Forward Thinking Organizations
35,000+ Business Entities
Customers
6,200+
5,000
4,000
3,100
2,400
22 Top 100 CPA Firms
Preferred Provider
Industry-Leading 95%
Customer Satisfaction and Retention
2008 2009 2010 2011 2012
Fastest-growing cloud financial management provider
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37. Interested in Learning More?
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