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Quickbooks Consultants Meetup


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  • 1. Introduction to QuickBooks®MeetupGroups
  • 2.
  • 3. WELCOME
    The Remote Controller®
    Meetup Group for QuickBooks® Consultants
    Presented by Peter Audenas, President Remote Controller®
    © 2010 Remote Controller. All rights reserved.
  • 4. 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–
  • 5. Presenter – Peter Audenas
    10+ years working with QuickBooks®
    Certified QuickBooks®ProAdvisor
    Intuit® Solution Provider
    Certifications –
    Retail Solutions
    Field Service Management ES
  • 6. Participant Profile
    Intuit® Solution Providers (ISP)
    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
  • 7. Our Mission
    To make all participants more successful Intuit® Product Consultants and Solution Providers, to small- and medium-sized businesses
  • 8. How to Achieve our Mission and Yours
    • 1st Priority: educate, train and support participants
    • 9. Use of Group Meetings as platform
    • 10. Raise awareness:
    What is the product or service?
    How can my client(s) benefit?
    How can I benefit?
  • 11. Overview of Today’s Topics
    • Group Meeting Protocol
    • 12. Training Goals
    • 13. Intuit as a Company and Where We fit In
    • 14. Cloud Computing: Our Future and Intuit’s
    • 15. Current Intuit Products and Services
    • 16. Popular Third Party Add-ons
    • 17. Business Intelligence Concepts and Tools
    • 18. About Remote Controller® and Our Service Offerings
    • 19. Recruitment Opportunities
    • 20. Partnering with Remote Controller®
    • 21. Review of Benefits to Meeting Participants
    • 22. 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
  • 23. 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
  • 24. 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
  • 25. 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
  • 26. Intuit® Partner Platform/Developer Network
  • 27. 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
  • 28. 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
  • 29. 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 – 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
  • 30. 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:
    Producing dashboards, scorecards, reports, etc.
    Predictive analysis, data mining and KPI formulation
    Examples are Oracle, SQL, MS Access
  • 31. 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.
  • 32.
  • 33.
  • 34. About Remote Controller®
    Business Model
    Business Development
    Project Management
    To our meeting participants, we provide:
    Opportunities to provide services to Remote Controller® clients
    Pre-Sales Support
    Ongoing Support
    Source for product and complementary services
  • 35. 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
  • 36. Remote Controller® Service Offerings (cont’d)
    Recruitment- looking for the “best of the best” in:
  • 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
  • 51. 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
  • 52. 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
  • 53. Follow Up
    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
    The Remote Controller®
    Meetup Group for QuickBooks® Consultants
    Presented by Peter Audenas, President Remote Controller®