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Introduction to QuickBooks®MeetupGroups<br />
WELCOME<br />The Remote Controller®<br />Meetup Group for QuickBooks® Consultants<br />Presented by Peter Audenas, Preside...
Presenter – Peter Audenas<br />30 Years Working with Small Closely Held Businesses:<br />9 Years - Public Accounting – sma...
Presenter – Peter Audenas<br />10+ years working with QuickBooks®<br />Certified QuickBooks®ProAdvisor<br />Intuit® Soluti...
Participant Profile<br />Intuit® Solution Providers (ISP)<br />QuickBooks®ProAdvisors<br />ISP and/or ProAdvisor “Wannabes...
Our Mission<br />To make all participants more successful Intuit® Product Consultants and Solution Providers, to small- an...
How to Achieve our Mission and Yours<br /><ul><li>1st Priority: educate, train and support participants
Use of Group Meetings as platform
Raise awareness:</li></ul>What is the product or service?<br />How can my client(s) benefit?<br />How can I benefit?<br />
Overview of Today’s Topics<br /><ul><li>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</li></li></ul><li>Group Meeting Protocol<br />Currently, group meetings are Free-of-Charge!<br />Meals are inclu...
Training Goals<br />Basic and Intermediate Level Training on Products<br />Additional training available on a fee-basis<br...
Intuit® as a Company and Where We Fit In <br />ProAdvisor Program<br />For accountants to gain deeper insight and influenc...
Intuit® as a Company and Where We Fit In <br />Intuit® Partner Platform<br />An application development, publishing, and d...
Intuit® Partner Platform/Developer Network<br />
Cloud Computing: Our Future and Intuit’s®<br />The term cloud is used as a metaphor for the Internet, based on how the Int...
Current Intuit® Products and Services<br />Accounting Online (SaaS)<br />Simple Start<br />QuickBooks® Accounting – Pro, P...
Popular Third Party Add-ons<br />Field Service Management ES (SaaS)– robust service management<br />Warehouse Management E...
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Quickbooks Consultants Meetup

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Transcript of "Quickbooks Consultants Meetup"

  1. 1. Introduction to QuickBooks®MeetupGroups<br />
  2. 2.
  3. 3. WELCOME<br />The Remote Controller®<br />Meetup Group for QuickBooks® Consultants<br />Presented by Peter Audenas, President Remote Controller®<br />© 2010 Remote Controller. All rights reserved.<br />
  4. 4. Presenter – Peter Audenas<br />30 Years Working with Small Closely Held Businesses:<br />9 Years - Public Accounting – small, medium and Big 6<br />9 Years - Corporate Accounting as Controller and CFO<br />12 Years - founder and owner of Remote Controller®<br />Areas of experience– <br />
  5. 5. Presenter – Peter Audenas<br />10+ years working with QuickBooks®<br />Certified QuickBooks®ProAdvisor<br />Intuit® Solution Provider<br />Certifications – <br />Enterprise<br />Retail Solutions<br />Field Service Management ES<br />QuickBase<br />
  6. 6. Participant Profile<br />Intuit® Solution Providers (ISP)<br />QuickBooks®ProAdvisors<br />ISP and/or ProAdvisor “Wannabes”<br />Invited Guests, Partners, Vendors<br />Consultants that work with QuickBooks® and related solutions<br />Consultants looking for new solutions to offer their clients and prospects<br />CPA firms looking for new sources of revenue<br />
  7. 7. Our Mission<br />To make all participants more successful Intuit® Product Consultants and Solution Providers, to small- and medium-sized businesses<br />
  8. 8. How to Achieve our Mission and Yours<br /><ul><li>1st Priority: educate, train and support participants
  9. 9. Use of Group Meetings as platform
  10. 10. Raise awareness:</li></ul>What is the product or service?<br />How can my client(s) benefit?<br />How can I benefit?<br />
  11. 11. Overview of Today’s Topics<br /><ul><li>Group Meeting Protocol
  12. 12. Training Goals
  13. 13. Intuit as a Company and Where We fit In
  14. 14. Cloud Computing: Our Future and Intuit’s
  15. 15. Current Intuit Products and Services
  16. 16. Popular Third Party Add-ons
  17. 17. Business Intelligence Concepts and Tools
  18. 18. About Remote Controller® and Our Service Offerings
  19. 19. Recruitment Opportunities
  20. 20. Partnering with Remote Controller®
  21. 21. Review of Benefits to Meeting Participants
  22. 22. Follow Up</li></li></ul><li>Group Meeting Protocol<br />Currently, group meetings are Free-of-Charge!<br />Meals are included at these meetings<br />We will begin meetings 10 minutes after the stated start time and end 10 minutes early to allow to ensure timeliness and encourage networking<br />Other networking within the group is done via LinkedIn<br />Every meeting will have a specific agenda and course outline<br />
  23. 23. Training Goals<br />Basic and Intermediate Level Training on Products<br />Additional training available on a fee-basis<br />Training will typically take place over 3-4 meetings, based on product complexity <br />Once training is complete you should be able to sell, install, implement, train and support the product<br />Remote Controller® is here for additional assistance as necessary<br />Aim to answer questions like “Where am I now?”, “Where do I want to be?”, and “How do I get there?”<br />For a specific client<br />For a specific product or service<br />For business expansion – how our products & solutions can help<br />
  24. 24. Intuit® as a Company and Where We Fit In <br />ProAdvisor Program<br />For accountants to gain deeper insight and influence with the QuickBooks® offering<br />Intuit Solution Provider Program<br />For Value Added Resellers to sell Enterprise, Retail, QuickBase, Payments, Payroll, Third Party Add-ons amongst other solutions<br />QuickBooks® Affiliates Program<br />This program allows you to place an authorized QuickBooks® logo on your web site and earn commissions by offering QuickBooks® financial software<br />Intuit® Accountant Work Exchange<br />To connect Intuit® Solution Providers and Certified ProAdvisors with an eye to solve customer needs and build partner revenue<br />
  25. 25. Intuit® as a Company and Where We Fit In <br />Intuit® Partner Platform<br />An application development, publishing, and distribution platform that allows for quick and easy development of Software as a Service (SaaS) applications<br />Intuit® Workplace App Center<br />A single location to find and try (SaaS) business applications that work with QuickBooks® and with each other<br />The Intuit® Developer Network<br />Helps third-party developers integrate their applications with Intuit's® software suite and sell them to small business owners<br />
  26. 26. Intuit® Partner Platform/Developer Network<br />
  27. 27. Cloud Computing: Our Future and Intuit’s®<br />The term cloud is used as a metaphor for the Internet, based on how the Internet is depicted in computer network diagrams<br />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.<br />Microsoft is building a 707,000 square foot data center in Northlake, IL to support its cloud computing initiative called Azure.<br />Current speculation is that cloud computing will explode in Chicago as it is the hub of fiber optic cable<br />
  28. 28. Current Intuit® Products and Services<br />Accounting Online (SaaS)<br />Simple Start<br />QuickBooks® Accounting – Pro, Premier, Mac<br />Enterprise Solutions – 5-30 Users<br />Point of Sale – Cash Register Plus, Basic, Pro, Multistore<br />Point of Sale – Hardware – Peripherals and Bundles<br />QuickBase (SaaS)<br />Payroll – Basic, Enhanced, Assisted<br />Merchant Services<br />Checks, Forms and Supplies<br />
  29. 29. Popular Third Party Add-ons<br />Field Service Management ES (SaaS)– robust service management<br />Warehouse Management ES (SaaS) – robust warehouse management<br />Fishbowl Inventory – robust inventory control<br />MiSys– manufacturing and floor shop management<br />Method (SaaS) – suite includes customizable interface using real time QuickBooks® data, CRM and more<br />Autofy – data synchronization between QB and other software<br />Qvinci– basic visual dashboards using QB and Excel<br />Results CRM – Customer Relationship Management<br />Bill.com – web-based accounts payable processing<br />AccuPOS – POS for restaurants<br />Right Networks – hosted applications – QB, Office, etc.<br />Bill Quick – time, billing, project management, quoting<br />Acctivate – comprehensive distribution and wholesale management<br />SourceLink- link scanned documents to QB transactions<br />QODBC – allows access to QuickBooks® data and customizable reports via MS Access or Crystal Reports<br />Transaction Pro Importer – simple data transfer from Excel to QB <br />
  30. 30. Business Intelligence Concepts<br />Business Intelligence (BI)<br />Encompasses many different concepts and technologies to better understand an organization. <br />BI goal is to gather, store, analyze and share data in order to help make better business decisions. <br />BI Stack<br />The business intelligence (BI) stack refers to a broad group of technologies designed to work together to produce BI solutions.<br />The stack often includes three layers as shown:<br />Presentation<br />Producing dashboards, scorecards, reports, etc.<br />Analytics<br />Predictive analysis, data mining and KPI formulation<br />Database<br />Examples are Oracle, SQL, MS Access<br />
  31. 31. Business Intelligence Tools: Dashboard<br />The dashboard is a display tool for users to get a visual of performance indicators and any other relevant information<br />There are many different types of dashboards with different goals (operational, tactical, strategic), but ultimately they provide information at a glance. <br />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. <br />
  32. 32.
  33. 33.
  34. 34. About Remote Controller®<br />Business Model<br />Marketing<br />Sales <br />Business Development<br />Project Management<br />Recruitment<br />To our meeting participants, we provide:<br />Opportunities to provide services to Remote Controller® clients<br />Education<br />Training<br />Pre-Sales Support<br />Ongoing Support<br />Source for product and complementary services<br />
  35. 35. Remote Controller® Service Offerings<br />Marketing: plan to create meeting groups throughout the country and a national network of experts through social networking, such as LinkedIn, Facebook and Twitter<br />Sales: provide direct on-site or over-the-phone sales support; let us help you expand on the solutions you offer to your clients<br />Business Development: research new technologies, trends, and software and develop methods to create sales based on these<br />Project Management: create a work plan and stick to it to ensure “customer delight” <br />Account Management: receive discounts for placing your orders through us<br />
  36. 36. Remote Controller® Service Offerings (cont’d)<br />Recruitment- looking for the “best of the best” in:<br /><ul><li>Specific Products
  37. 37. Specific Industries
  38. 38. Technology
  39. 39. Back Office Systems
  40. 40. Accounting
  41. 41. Bookkeeping
  42. 42. Tax
  43. 43. Finance
  44. 44. Administration
  45. 45. Marketing
  46. 46. Sales
  47. 47. Business Development
  48. 48. Project Management
  49. 49. Business Management
  50. 50. Recruiting</li></li></ul><li>Recruitment Opportunities<br />Looking for business professionals with…<br />At least 15 years public and private accounting/finance experience <br />An understanding of people, process and technology and how they interact<br />An ability to see a company from 30,000 feet, as well as the grass roots level<br />Specific product, industry or niche-level expertise<br />
  51. 51. Partnering with Remote Controller®<br />Each engagement is unique with advance-agreements regarding fees to be paid to you where you provide services for us and vice versa<br />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<br />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<br />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 <br />
  52. 52. Review of Benefits to Meeting Participants<br />Opportunities: to increase revenue by working with larger, more complex client engagements; not limited solely to Intuit® products<br />Education: providing awareness of solutions currently available to small- and medium-sized businesses<br />Training: provide basic and intermediate training on Intuit® and related products<br />Pre-Sales Support: let us help you identify the opportunity <br />Ongoing Support: let us help you identify ongoing opportunities to provide continued value to your clients <br />
  53. 53. Follow Up<br />Survey<br />Suggestions <br />Receive monthly newsletter with meeting dates<br />Please contact me, Peter Audenas<br />peter@rcontroller.comor 630-631-6153 <br />To discuss opportunities or spread the word to others that may be interested in attending our meetings<br />
  54. 54. THANK YOU FOR ATTENDING!!!SEE YOU NEXT MONTH at<br />The Remote Controller®<br />Meetup Group for QuickBooks® Consultants<br />Presented by Peter Audenas, President Remote Controller®<br />
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