This webinar will last approximately 1 hour and provide an introduction to an end-to-end ecommerce solution leveraging Shopify and QuickBooks. The agenda includes introductions of presenters, what inspired the solution, challenges of ecommerce, an overview of why QuickBooks and Shopify were chosen, a demonstration, and a question and answer session.

2. Webinar Details
• Presentation is roughly 1 hour
• We are recording
• All phone lines are muted
• If anyone has any questions during this webinar – please type them in your
Questions Box located at the bottom of your webinar panel
WEBINAR DETAILS

3. 1. Introduction of This End-to-End Turnkey Solution
2. Presenters
3. What Inspired us to Create This Solution
4. The Challenges of Getting This Right
5. Why QuickBooks?
6. Why do I need Bookkeeping Services?
7. Why Shopify?
8. A Short Demonstration
9. Q&A
AGENDA

4. 1. A cutting-edge eCommerce website leveraging the Shopify Platform
2. Responsive & modern design for optimized experience on all
browsers/devices
3. QuickBooks Integration
4. QuickBooks Quick Start
5. Data Clean Up
INTRODUCTION

5. Pixafy – A Net@Work Company
Igal Rabinovich
Director of Partner Success
irabinovich@netatwork.com
Adam Goldschmiedt
Director
adam@pixafy.com
Keith Miscione
Senior QuickBooks Product Specialist
kmiscione@pnatc.com
Michael Oberther
Director of Business Development
moberther@supportingstrategies.com
Presti & Naegele
Supporting StrategiesNet@Work
PRESENTERS

6. PIXAFY VALUE PROPOSITION
Our Key Differentiators
• Breadth of Services – A full stack IT
consultancy
• Integration capabilities
• ERP
• CRM
• ConnectPoint
• In-house development and delivery team
• Agnostic technology provider
• Data-driven focus on implementation &
design
• Ongoing partner for optimization and
technical support

7. PRESTI & NAEGELE VALUE PROPOSITION
Who we are:
Full service accounting firm providing tax,
audit, bookkeeping, advisory and technology
services since 1982
Our accounting technology consulting group
(PNATC) provides both small and mid‐sized
businesses with a host of services including
software selection, installation, file set‐up,
product integration, data
migrations/conversions, custom programming,
custom report writing and staff training.
One of the largest QuickBooks ProAdvisor
firms in the country
Recognized as a top 100 ProAdvisor
Premier Reseller partnered with Intuit

8. SUPPORTING STRATEGIES VALUE PROPOSITION
Our Key Differentiators
• Growth first approach
• Dedicated team of two bookkeepers
• Our bookkeepers have an average
of 10 years accounting experience
• Masters of the QBO ecosystem
• Add-ons
• Integrations
• Always seeking greater efficiency

9. 1. In 2018 online commerce for small businesses is expected to grow from $1.5 TRILLION in 2017 to $2.6
TRILLION in 2018 – a 73% INCREASE!
2. Businesses are realizing, now more than ever, that they MUST start selling online to lower their costs, acquire
new customers, and keep up with their competition (who are already in or getting into the space).
3. We are seeing many of our smaller clients having to compete with bigger brands online but without
comparable resources.
4. Smaller companies do not have the luxury of learning on the fly and a single point of failure can have a
significant impact.
5. This panel collectively has about 7000 clients 80% of whom are small to medium sized businesses. We
listened to our clients and agreed to leverage our collective domain expertise to solve this for all of our
clients with one package.
6. Because we have experience with both larger and smaller brands we are able to create a roadmap that
checks all the short term boxes but also creates a roadmap for growth.
OUR INSPIRATION

10. 1. Foundational elements – assume these are handled (not part of this discussion)
• Right product, right market, right message
2. User Experience
• Engaging – will my website encourage users to interact with my website/company?
• Any device – MOBILE FIRST. More than 50% of eCommerce purchases in 2018 are expected to take place on a mobile device.
• Personalized – will my website reflect who I am as a brand?
• Convenient / Easy – will the process to complete a purchase on my website be efficient for my customers?
• Secure – will the sensitive customer data entered on my website be handled securely, so that I am not at risk for lawsuits?
3. System Readiness
• Order fulfillment – how will I ship these orders?
• Inventory Management – how will I make sure that the inventory on my website is accurate?
• Sales and financial reporting – how can I tell if I am making money?
• Streamlining and automating data entry – I have X SKUs and limited time/resources to manage them manually.
4. Data Readiness
• Organize chart of accounts to accommodate new stream of revenue
• Build process of recording direct expenses related to eCommerce
• Create custom reports for activities around eCommerce
• Bring current year bookkeeping in line with new system
5. Resource constraints and limited expertise
CHALLENGES

11. 1. #1 accounting software for small businesses
2. Real time visibility into inventory
3. Simple and intuitive reporting
4. Manage your entire workflow: Purchasing,
Receiving, Sales and Financial Management
5. Affordable
6. Easy to hire!
WHY QUICKBOOKS?

12. • Reporting: How do you want to see your business.
• Profit Tracking: Track the performance and profit of your business.
• Inventory: What’s sold, what’s in inventory & what’s the value.
• Sales tax: Nationwide sales tax tracking.
• Accounting process management: Efficiency equals greater profits.
• Admin Support: collections, invoicing, paying bills, tracking to budgets, cash management, custom
reports for all your leaders.
WHY BOOKKEEPING SERVICES FOR QUICKBOOKS?
It’s more expensive to fix it later than to start correctly in the first place.

13. 1. What is Shopify? Shopify is an eCommerce platform dedicated to streamlining the ecommerce
experience for both merchants and their customers, by offering a robust and easy-to-use platform
that is constantly evolving to stay at the forefront of an ever-changing industry.
2. SaaS vs. On-Premise
3. Affordable for merchants testing the water on eCommerce
4. Platform Scalability to support mature and growing merchants
5. Strong Native Feature Set
6. Diverse selection of design themes enabling efficient creation of unique designs
7. Extensive marketplace of Shopify applications to extend core platform
8. User Friendly back-end interface. No technical skills required. The “iPhone” of eCommerce
platforms.
WHY SHOPIFY?

14. KEY TRANSACTIONS ARE AUTOMATED
Inventory
Orders
Fulfillment
(Others Available)

15. Short demonstration of how this solution can adapt
as your needs evolve.
FLEXIBILITY TO ADAPT TO YOUR CHANGING NEEDS

16. Q&A
Thank You!
We look forward to collaborating with you on how we can
provide the most value to our clients and become a trusted
advisor web technology and creative advisor!

17. Pixafy – A Net@Work Company
PLEASE CONTACT US
Igal Rabinovich
Director of Partner Success
irabinovich@netatwork.com
Adam Goldschmiedt
Director
adam@pixafy.com
Keith Miscione
Senior QuickBooks Product Specialist
kmiscione@pnatc.com
Michael Oberther
Director of Business Development
moberther@supportingstrategies.com
Presti & Naegele
Supporting StrategiesNet@Work