The document outlines Raffa's best-in-class web-based accounting system features, services, and the advantages of cloud computing versus traditional systems. It introduces Intacct, a leading financial management system targeting non-profits and professional services, with a focus on functionality, support, and customer satisfaction. Additionally, it presents Raffa's extensive experience and resources, emphasizing its commitment to helping organizations thrive.

1. BEST IN CLASS WEB BASED
ACCOUNTING SYSTEM
FEATURING
Helping Great Organizations Thrive
www.raffa.com P: 202.822.5000 F: 202.822.0669
FEBRUARY 28, 2017

2. Page 1
WHAT’S ON TAP
 INTRODUCTION & AGENDA
 ON-PREMISE VS. HOSTING VS. SAAS
 INTRODUCTION TO INTACCT
 DEMONSTRATION OF INTACCT
 QUESTIONS & ANSWERS

3. Page 2
MUTUAL INTRODUCTIONS
 WHO’S IN THE ROOM?
 Your name and organization
 Size of organization
 Current accounting system
 Challenges & concerns with current system(s)
 What would your ideal accounting system look like
 RAFFA
 Seth Zarny – Partner
 Buu-Linh Tran – Manager
 Jeremy Taro – Account Executive

4. Page 3
DO YOU NEED THE NEW SOFTWARE?
Hint – Sometimes You Need to
Change Your Software!

5. Page 4
 LARGEST ACCOUNTINGS SYSTEMS PROVIDER
• We support over1,500+ Nonprofit and Professional Services
organizations
• 300+ specialists on staff at all levels
• Support over 250 Financial System Clients
• Certified System Consultants, Certified Project Management
Professionals, Business Process Consultants
 33+ YEARS SERVING DC, MD & VA
 17 PARTNERS, INCLUDING 10 WOMEN PARTNERS
 WOMEN-OWNED FIRM
 MULTI-CULTURAL WITH DIVERSITY AT ALL LEVELS
 PRIME GLOBAL ALLIANCE MEMBER
RAFFA OVERVIEW
Raffa is nationally recognized with access to all the
resources of the largest international firms. Our mission is
be a catalyst for positive, systemic change in our
communities.
 WIDE RANGE OF SERVICES
• Technology Solutions
• ERP & Accounting Systems
• Software Development
• Managed IT Services & CIO Advisory
• Audit and Tax
• Managed Accounting
• HR Consulting
• Business Advisory
• Forensics and Litigation Support
• Employee Benefit Plans
• Search and Transition Services
 NATIONALLY RECOGNIZED:
• Top 100 Largest Accounting Firms
• Top 100 ERP VAR (Bob Scott & Accounting Today)
• Top 100 and Fastest Growing Value Added Reseller

6. Page 5
WHAT IS THE CLOUD?
National Institute of Standards and Technology (NIST)
Cloud computing - model for convenient, on-demand network
access to shared pool of configurable computing resources
(e.g., networks, servers, storage, applications, and services).
Rapidly provisioned and released with minimal management
effort.
Cloud computing provides computation, software, data
access, and storage services – does not require end-user
knowledge of physical location and configuration of the
system that delivers services.

7. Page 6
CLOUD: KEY ATTRIBUTES
 AGILITY: IMPROVED RE-PROVISIONING
 COST: MEASURABLE RETURN ON INVESTMENT, COSTS DISTRIBUTED
OVER MANY USERS
 DEVICE & LOCATION INDEPENDENCE: ALL HTML5 SUPPORTED DEVICES
CAN CONNECT
 MULTI-TENANCY: KEY ISSUE FOR ERP
 RELIABILITY: MULTIPLE REDUNDANT FAILOVER SITES & SYSTEM
SECURITY
 SECURITY: PROVIDERS DEVOTE MORE RESOURCES
 MAINTENANCE: UPGRADES INSTALLED CENTRALLY  DOWNTIME
ELIMINATED

8. Page 7
ON-PREMISE: KEY ATTRIBUTES
 CONTROL – YOU MAINTAIN CONTROL IN YOUR ENVIRONMENT
 INTEGRATION WITH ORGANIZATION APPLICATIONS
 CUSTOMIZATIONS: UNDER YOUR CONTROL
 SECURITY: PLUSES & MINUSES
 ACCESS: REMOTE ACCESS & CONTROLLED USERS
 LOCAL DATA: DATA IS ACCESSIBLE
 KNOWN COSTS: TRADITIONAL COSTS (HARDWARE & SOFTWARE)
 MATURE SOFTWARE VENDORS

9. Page 8
MIXED CLOUD & TRADITIONAL VENDORS
 EXISTING SOFTWARE: HOSTED IN THE CLOUD
 MATURE PRODUCTS: FUNCTIONALITY
 MONTHLY FEES
 SINGLE TENANCY: UPGRADES, BACKUPS, CUSTOMIZED ATTENTION
 INTEGRATIONS: TRADITIONAL
 REMOTE ACCESS: CITRIX, REMOTE DESKTOP
 KNOWN COSTS: TRADITIONAL COSTS
 REPUTABLE MATURE VENDORS

10. Page 9
KEY EVALUATION CRITERIA
 FUNCTIONALITY: DO CLOUD SOLUTIONS MEET YOUR FUNCTIONAL
NEEDS?
 SOPHISTICATION: WHAT LEVEL OF CUSTOMIZATION DO YOU REQUIRE?
 INFRASTRUCTURE SUPPORT: COMMITTED TO ON-PREMISE
INFRASTRUCTURE, CLOUD, OR BOTH
 COSTS: WHAT ARE THE REALISTIC COSTS FOR YOUR ORGANIZATION?
ON-PREMISE VS. CLOUD
 SUPPORT: WHO IS SUPPORTING YOUR USERS, APPLICATIONS, AND
INFRASTRUCTURE?

11. Page 10
INTRODUCTION TO INTACCT
 BEST IN CLASS FINANCIAL MANAGEMENT SYSTEM
• True Software-As-A-Service (SAAS)
• Local Partners
• Annual Subscription Costs
• Preferred provider of the AICPA
 STRONG FINANCIAL & ACCOUNTING FUNCTIONALITY
• Outgrowing QuickBooks
• Interested in Cloud Financials
• Nonprofit Focus
• Project Oriented Firms & Professional Services Firms
• Business Process Automation
• JE, AP, AR, Purchasing, Grants, Bank Rec
• Time & Expense
• Billing & Revenue Recognition
 VERY SATISFIED CLIENT BASE (OVER 11,000 CLIENTS)
 WORLD-CLASS DATA CENTER OPERATIONS
• 99.992% availability for 2016
• Industry leading SLA’s
• SSAE 16 Audited & PCI DSS Compliant
• Successful DCAA Audits
• Multi-Company
• Multi-Entity
• Multi-Currency
• Consolidated Financials
• Real Time Financial Visibility
• Prebuilt Financial Reports
• Dashboards

12. Page 11
INTACCT PARTNER ECOSYSTEM
120+ partners 75% of customers integrate with 2+ partners
 Integration & Web Services  Flexible Reporting  Unlimited Dimensions  Workflow
Automation  Intuitive & Easy to Use  Large Ecosystem of 3rd Party Software Partners

13. Page 12
SAMPLE INTACCT CLIENTS
95% Customer Satisfaction
FOUNDATION
Real
Value
11,000+
Growth Companies
Growing with
Intacct

14. Page 13
INTACCT DIMENSIONS
DIMENSIONS
Customer
Vendor
Employee
EntityDepartmentProject
Class
Item
Who?
Where?
What?
Collect key
data for
analysis

15. Page 14
INTACCT SOLUTION PRESENTATION

16. Page 15
QUESTIONS & ANSWERS
Seth Zarny – Partner
szarny@raffa.com
301.279.6500
Buu-Linh Tran – Senior Manager
btran@raffa.com
301.279.6511
Jeremy Taro – Account Executive
jtaro@raffa.com
301.279.6504

17. Helping Great Organizations Thrive