Quickbooks Consultants Meetup

Introduction to QuickBooks®MeetupGroups

WELCOME
The Remote Controller®
Meetup Group for QuickBooks® Consultants
Presented by Peter Audenas, President Remote Controller®
© 2010 Remote Controller. All rights reserved.

Presenter – Peter Audenas
30 Years Working with Small Closely Held Businesses:
9 Years - Public Accounting – small, medium and Big 6
9 Years - Corporate Accounting as Controller and CFO
12 Years - founder and owner of Remote Controller®
Areas of experience–

Presenter – Peter Audenas
10+ years working with QuickBooks®
Certified QuickBooks®ProAdvisor
Intuit® Solution Provider
Certifications –
Enterprise
Retail Solutions
Field Service Management ES
QuickBase

Participant Profile
Intuit® Solution Providers (ISP)
QuickBooks®ProAdvisors
ISP and/or ProAdvisor “Wannabes”
Invited Guests, Partners, Vendors
Consultants that work with QuickBooks® and related solutions
Consultants looking for new solutions to offer their clients and prospects
CPA firms looking for new sources of revenue

Our Mission
To make all participants more successful Intuit® Product Consultants and Solution Providers, to small- and medium-sized businesses

How to Achieve our Mission and Yours
1st Priority: educate, train and support participants
Use of Group Meetings as platform
Raise awareness:
What is the product or service?
How can my client(s) benefit?
How can I benefit?

Overview of Today’s Topics
Group Meeting Protocol
Training Goals
Intuit as a Company and Where We fit In
Cloud Computing: Our Future and Intuit’s
Current Intuit Products and Services
Popular Third Party Add-ons
Business Intelligence Concepts and Tools
About Remote Controller® and Our Service Offerings
Recruitment Opportunities
Partnering with Remote Controller®
Review of Benefits to Meeting Participants
Follow Up

Group Meeting Protocol
Currently, group meetings are Free-of-Charge!
Meals are included at these meetings
We will begin meetings 10 minutes after the stated start time and end 10 minutes early to allow to ensure timeliness and encourage networking
Other networking within the group is done via LinkedIn
Every meeting will have a specific agenda and course outline

Training Goals
Basic and Intermediate Level Training on Products
Additional training available on a fee-basis
Training will typically take place over 3-4 meetings, based on product complexity
Once training is complete you should be able to sell, install, implement, train and support the product
Remote Controller® is here for additional assistance as necessary
Aim to answer questions like “Where am I now?”, “Where do I want to be?”, and “How do I get there?”
For a specific client
For a specific product or service
For business expansion – how our products & solutions can help

Intuit® as a Company and Where We Fit In
ProAdvisor Program
For accountants to gain deeper insight and influence with the QuickBooks® offering
Intuit Solution Provider Program
For Value Added Resellers to sell Enterprise, Retail, QuickBase, Payments, Payroll, Third Party Add-ons amongst other solutions
QuickBooks® Affiliates Program
This program allows you to place an authorized QuickBooks® logo on your web site and earn commissions by offering QuickBooks® financial software
Intuit® Accountant Work Exchange
To connect Intuit® Solution Providers and Certified ProAdvisors with an eye to solve customer needs and build partner revenue

Intuit® as a Company and Where We Fit In
Intuit® Partner Platform
An application development, publishing, and distribution platform that allows for quick and easy development of Software as a Service (SaaS) applications
Intuit® Workplace App Center
A single location to find and try (SaaS) business applications that work with QuickBooks® and with each other
The Intuit® Developer Network
Helps third-party developers integrate their applications with Intuit's® software suite and sell them to small business owners

Intuit® Partner Platform/Developer Network

Cloud Computing: Our Future and Intuit’s®
The term cloud is used as a metaphor for the Internet, based on how the Internet is depicted in computer network diagrams
Typical cloud computing services provide common business applications online (QuickBooks®, Office, etc.) that are accessed from a web browser, while the software and data are stored on the servers, usually offsite at a secure server farm.
Microsoft is building a 707,000 square foot data center in Northlake, IL to support its cloud computing initiative called Azure.
Current speculation is that cloud computing will explode in Chicago as it is the hub of fiber optic cable

Current Intuit® Products and Services
Accounting Online (SaaS)
Simple Start
QuickBooks® Accounting – Pro, Premier, Mac
Enterprise Solutions – 5-30 Users
Point of Sale – Cash Register Plus, Basic, Pro, Multistore
Point of Sale – Hardware – Peripherals and Bundles
QuickBase (SaaS)
Payroll – Basic, Enhanced, Assisted
Merchant Services
Checks, Forms and Supplies

Popular Third Party Add-ons
Field Service Management ES (SaaS)– robust service management
Warehouse Management ES (SaaS) – robust warehouse management
Fishbowl Inventory – robust inventory control
MiSys– manufacturing and floor shop management
Method (SaaS) – suite includes customizable interface using real time QuickBooks® data, CRM and more
Autofy – data synchronization between QB and other software
Qvinci– basic visual dashboards using QB and Excel
Results CRM – Customer Relationship Management
Bill.com – web-based accounts payable processing
AccuPOS – POS for restaurants
Right Networks – hosted applications – QB, Office, etc.
Bill Quick – time, billing, project management, quoting
Acctivate – comprehensive distribution and wholesale management
SourceLink- link scanned documents to QB transactions
QODBC – allows access to QuickBooks® data and customizable reports via MS Access or Crystal Reports
Transaction Pro Importer – simple data transfer from Excel to QB

Business Intelligence Concepts
Business Intelligence (BI)
Encompasses many different concepts and technologies to better understand an organization.
BI goal is to gather, store, analyze and share data in order to help make better business decisions.
BI Stack
The business intelligence (BI) stack refers to a broad group of technologies designed to work together to produce BI solutions.
The stack often includes three layers as shown:
Presentation
Producing dashboards, scorecards, reports, etc.
Analytics
Predictive analysis, data mining and KPI formulation
Database
Examples are Oracle, SQL, MS Access

Business Intelligence Tools: Dashboard
The dashboard is a display tool for users to get a visual of performance indicators and any other relevant information
There are many different types of dashboards with different goals (operational, tactical, strategic), but ultimately they provide information at a glance.
QuickBooks® provides dashboards, but they are not robust. Intuit® started with Business Analysis ES in 2009 but abandoned that initiative. There is an opportunity for us to create industry customized dashboards, scorecards, and alerts.

About Remote Controller®
Business Model
Marketing
Sales
Business Development
Project Management
Recruitment
To our meeting participants, we provide:
Opportunities to provide services to Remote Controller® clients
Education
Training
Pre-Sales Support
Ongoing Support
Source for product and complementary services

Remote Controller® Service Offerings
Marketing: plan to create meeting groups throughout the country and a national network of experts through social networking, such as LinkedIn, Facebook and Twitter
Sales: provide direct on-site or over-the-phone sales support; let us help you expand on the solutions you offer to your clients
Business Development: research new technologies, trends, and software and develop methods to create sales based on these
Project Management: create a work plan and stick to it to ensure “customer delight”
Account Management: receive discounts for placing your orders through us

Remote Controller® Service Offerings (cont’d)
Recruitment- looking for the “best of the best” in:
Specific Products
Specific Industries
Technology
Back Office Systems
Accounting
Bookkeeping
Tax
Finance
Administration
Marketing
Sales
Business Development
Project Management
Business Management
Recruiting

Recruitment Opportunities
Looking for business professionals with…
At least 15 years public and private accounting/finance experience
An understanding of people, process and technology and how they interact
An ability to see a company from 30,000 feet, as well as the grass roots level
Specific product, industry or niche-level expertise

Partnering with Remote Controller®
Each engagement is unique with advance-agreements regarding fees to be paid to you where you provide services for us and vice versa
For clients you refer to us, within the 1st year of service we pay 5% of gross fee as a referral fee; or pass this onto your client
For clients you refer to us, within the 1st year of service we will pay 30% of any profit on hardware and/or software sales; or pass this onto your client
For clients we refer to you outright where we have no involvement we would be paid a 5% of gross, referral fee, plus 70% of any profit on hardware and software sales

Review of Benefits to Meeting Participants
Opportunities: to increase revenue by working with larger, more complex client engagements; not limited solely to Intuit® products
Education: providing awareness of solutions currently available to small- and medium-sized businesses
Training: provide basic and intermediate training on Intuit® and related products
Pre-Sales Support: let us help you identify the opportunity
Ongoing Support: let us help you identify ongoing opportunities to provide continued value to your clients

Follow Up
Survey
Suggestions
Receive monthly newsletter with meeting dates
Please contact me, Peter Audenas
peter@rcontroller.comor 630-631-6153
To discuss opportunities or spread the word to others that may be interested in attending our meetings

THANK YOU FOR ATTENDING!!!SEE YOU NEXT MONTH at
The Remote Controller®
Meetup Group for QuickBooks® Consultants
Presented by Peter Audenas, President Remote Controller®

Quickbooks Consultants Meetup

by Peter Audenas on Apr 20, 2010

Accessibility

Categories

Tags

Upload Details

Usage Rights

2 Embeds 52

Statistics

Quickbooks Consultants Meetup — Presentation Transcript

http://www.rcontroller.com	51
http://www.slideshare.net	1