How to Automate Payables Using Hubdoc, Bill.com and QuickBooksHubdoc
Learn best practices for end-to-end payables automation: Leslie Jorgensen, founder of Supporting Strategies, and Jamie McDonald of Hubdoc discuss best practices for payables automation in the cloud accounting era.
You'll learn to:
- Create end-to-end automation for payables
- Apply workflow best practices using best in-class apps
- Reduce the cost of processing payables & increase profitability
The Nuts and Bolts of Automating Your Workflow and Going PaperlessHubdoc
The Cloud is the future of the accounting industry. You've heard it a 100 times. The hard part is mapping out your workflow, changing your processes and implementing new solutions.
Join us for an awesome webinar as we dive deep into the nuts and bolts of how to identify workflow inefficiencies, evaluate and implement new apps and bridge the gap from desktop to cloud.
5 Ways to Engage Your Clients in Their FinancesHubdoc
Move client relationships from transactional to interactive
Client engagement is critical to your success as an advisor. Guiding your clients to financial success is harder when most interactions are transactional in nature.
In this webinar, we'll cover strategies for engaging your clients in their finances including how to create regular touchpoints and how to move more and more into the advisor role.
You'll learn:
- Strategies for engaging clients in their finances
- How to engage clients as an advisor
- How to create regular touchpoints that add value for clients
- How to use client engagement to grow revenue
To learn more about Hubdoc, schedule a time at calendly.com/Hubdoc.
How to Automate Payables Using Hubdoc, Bill.com and QuickBooksHubdoc
Learn best practices for end-to-end payables automation: Leslie Jorgensen, founder of Supporting Strategies, and Jamie McDonald of Hubdoc discuss best practices for payables automation in the cloud accounting era.
You'll learn to:
- Create end-to-end automation for payables
- Apply workflow best practices using best in-class apps
- Reduce the cost of processing payables & increase profitability
The Nuts and Bolts of Automating Your Workflow and Going PaperlessHubdoc
The Cloud is the future of the accounting industry. You've heard it a 100 times. The hard part is mapping out your workflow, changing your processes and implementing new solutions.
Join us for an awesome webinar as we dive deep into the nuts and bolts of how to identify workflow inefficiencies, evaluate and implement new apps and bridge the gap from desktop to cloud.
5 Ways to Engage Your Clients in Their FinancesHubdoc
Move client relationships from transactional to interactive
Client engagement is critical to your success as an advisor. Guiding your clients to financial success is harder when most interactions are transactional in nature.
In this webinar, we'll cover strategies for engaging your clients in their finances including how to create regular touchpoints and how to move more and more into the advisor role.
You'll learn:
- Strategies for engaging clients in their finances
- How to engage clients as an advisor
- How to create regular touchpoints that add value for clients
- How to use client engagement to grow revenue
To learn more about Hubdoc, schedule a time at calendly.com/Hubdoc.
Comprehensive Guide to Paperless AccountingBill.com
Despite the benefits of online payments, 75% of all business payments are still made with checks, wasting time and paper. The vast majority of CFOs, 85%, rank moving to paperless accounting is a top concern. Learn about how the cloud is having a profound effect on accountants.
This a profile deck of our company, Bookkeeping eSolutions. We are multi-platform, cloud based, remote bookkeepers for CPA firms, accountants and businesses. Revert to vinod@bookkeepingesolutions.com for any query. Thank you for your time.
This presentation visualizes the business journey from a vision to working product in an agile world. Targeted primarily at business owners and users, it explores way of identifying the business capabilities, user personas and their translation into user stories with techniques to help with prioritization and product review post development.
Gretchen Salyer, Director of Partnerships for Intuit Developer Group, dives into strategies for developers to successfully market their apps by leveraging the vast QuickBooks platform ecosystem. Talk first presented at QuickBooks Connect conference in San Jose, CA, on Nov. 3, 2015.
Watch the talk here: https://youtu.be/8kRFUKxldOE
“Build it and They Will Come” May Not Work: Investing Early in Developer SuccessIntuit Developer
Talk given March 22, 2016, at Evans Data Developer Relations Conference in Palo Alto, CA by Lori Fraleigh, Director of Developer Relations for Intuit, Inc.
In this webinar we talked about working from the beach. Being able to mobilize Salesforce processes for the smart phone generation. The topics we covered include:
- The essential guide for connecting to Salesforce
- Using Cloud Master Data Management to deliver a single view of your customer information
- Mobilizing processes for the smart phone generation
You want to manage your law firm better—with less time and effort. And with Clio, you can.
Used by over 150,000 legal professionals, Clio’s legal practice management software simplifies daily workflow. Find what you need when you need it, and streamline every aspect of your firm.
See how Clio can make your day easier, from managing casework to invoicing clients, in this 60-minute webinar, hosted by Joshua Lenon, Lawyer in Residence at Clio.
The 10 Things the Most Successful Bookkeepers will be Doing in 2020Michael Palmer
Get the free checklist and playlist:
https://thesuccessfulbookkeepercommunity.com/the-10-things-the-most-successful-bookkeepers-will-be-doing-in-2020/
With changes in technology, and increased competition, how will you maintain a successful bookkeeping practice? In this session, Successful Bookkeeper podcast host and CEO of Pure Bookkeeping Michael Palmer will breakdown the vital activities, strategies and resources you'll need to be profitable and valuable in the years to come.
This was presented at Quickbooks Connect 2019 in San Jose, California.
Speed up Your Deal and Optimize your Forecast with Integrated CPQ and Contrac...Apttus
Sure, CPQ can produce great quotes quickly and Contract Management ensures your Legal department and commercial teams are on top of sales contracts. But what happens if you connect the two systems and allow them to work from a single data model? Hear how one organization lived through the “dark days” of disconnected systems, and then came into the light with a single-vendor integrated CPQ and Contract management solution and started closing their deals at light speed.
To grow your business and accounting practice and to help you make the most of your time and money, this presentation lists all recommended accounting conferences scheduled for 2018.
Achieving Sales Transformation and Delivering Overwhelming BenefitApttus
What happens after you’ve completed a Quote-to-Cash transformation project and measured a swift, substantial benefit for your company? If you’re Greg McLaughlin, you go and do it again, and again, and again! In this session, you’ll hear from a true Quote-to-Cash All-Star about how he did it, and gain insight on how you can orient your career and company to deliver overwhelming benefits.
Best Practices for Managing a Data-Driven Sales OrganizationApttus
Running an effective sales organization and consistently exceeding sales targets is more challenging than ever before. Join this session to learn where to begin to drive culture change within sales teams, how to use data to help the team, as well as the individual, how to empower everyone with data insights, and ultimately how to leverage data to improve sales performance.
It’s not easy growing a law firm and managing it at scale. Whether it’s supporting employees in multiple offices, or keeping track of case files across different practice groups, your firm needs a solution designed to meet its unique needs.
The ideal solution for boutique and growing law firms, Clio is a customizable cloud-based software that provides instant, secure access to information across your law firm, while giving you the insight you need to manage both cases and employees.
See how Clio can make running your law firm easier in this 60-minute webinar, hosted by Joshua Lenon, Lawyer in Residence at Clio.
GetMyInvoices - Digital invoice managementGetMyInvoices
GetMyInvoices is the cloud-based digital invoice management software for your company, no matter what sector or what type of enterprise – we represent your use cases in our product.
Creating a Single Source of Truth: Leverage all of your data with powerful an...Looker
With a centralized data store, the entire spectrum of analytics is at your fingertips. Using Looker & Segment, you can collect, store and analyze everything from click-stream and event data to transactional and behavioral data in your data warehouse.
Some of the topics this webinar will include:
-The advantages of a centralized data warehouse with Segment Warehouses
-Creating a data model to get your company on the same page with Looker Blocks
-Putting it all together: Best practices for making your data accessible to your end users
Comprehensive Guide to Paperless AccountingBill.com
Despite the benefits of online payments, 75% of all business payments are still made with checks, wasting time and paper. The vast majority of CFOs, 85%, rank moving to paperless accounting is a top concern. Learn about how the cloud is having a profound effect on accountants.
This a profile deck of our company, Bookkeeping eSolutions. We are multi-platform, cloud based, remote bookkeepers for CPA firms, accountants and businesses. Revert to vinod@bookkeepingesolutions.com for any query. Thank you for your time.
This presentation visualizes the business journey from a vision to working product in an agile world. Targeted primarily at business owners and users, it explores way of identifying the business capabilities, user personas and their translation into user stories with techniques to help with prioritization and product review post development.
Gretchen Salyer, Director of Partnerships for Intuit Developer Group, dives into strategies for developers to successfully market their apps by leveraging the vast QuickBooks platform ecosystem. Talk first presented at QuickBooks Connect conference in San Jose, CA, on Nov. 3, 2015.
Watch the talk here: https://youtu.be/8kRFUKxldOE
“Build it and They Will Come” May Not Work: Investing Early in Developer SuccessIntuit Developer
Talk given March 22, 2016, at Evans Data Developer Relations Conference in Palo Alto, CA by Lori Fraleigh, Director of Developer Relations for Intuit, Inc.
In this webinar we talked about working from the beach. Being able to mobilize Salesforce processes for the smart phone generation. The topics we covered include:
- The essential guide for connecting to Salesforce
- Using Cloud Master Data Management to deliver a single view of your customer information
- Mobilizing processes for the smart phone generation
You want to manage your law firm better—with less time and effort. And with Clio, you can.
Used by over 150,000 legal professionals, Clio’s legal practice management software simplifies daily workflow. Find what you need when you need it, and streamline every aspect of your firm.
See how Clio can make your day easier, from managing casework to invoicing clients, in this 60-minute webinar, hosted by Joshua Lenon, Lawyer in Residence at Clio.
The 10 Things the Most Successful Bookkeepers will be Doing in 2020Michael Palmer
Get the free checklist and playlist:
https://thesuccessfulbookkeepercommunity.com/the-10-things-the-most-successful-bookkeepers-will-be-doing-in-2020/
With changes in technology, and increased competition, how will you maintain a successful bookkeeping practice? In this session, Successful Bookkeeper podcast host and CEO of Pure Bookkeeping Michael Palmer will breakdown the vital activities, strategies and resources you'll need to be profitable and valuable in the years to come.
This was presented at Quickbooks Connect 2019 in San Jose, California.
Speed up Your Deal and Optimize your Forecast with Integrated CPQ and Contrac...Apttus
Sure, CPQ can produce great quotes quickly and Contract Management ensures your Legal department and commercial teams are on top of sales contracts. But what happens if you connect the two systems and allow them to work from a single data model? Hear how one organization lived through the “dark days” of disconnected systems, and then came into the light with a single-vendor integrated CPQ and Contract management solution and started closing their deals at light speed.
To grow your business and accounting practice and to help you make the most of your time and money, this presentation lists all recommended accounting conferences scheduled for 2018.
Achieving Sales Transformation and Delivering Overwhelming BenefitApttus
What happens after you’ve completed a Quote-to-Cash transformation project and measured a swift, substantial benefit for your company? If you’re Greg McLaughlin, you go and do it again, and again, and again! In this session, you’ll hear from a true Quote-to-Cash All-Star about how he did it, and gain insight on how you can orient your career and company to deliver overwhelming benefits.
Best Practices for Managing a Data-Driven Sales OrganizationApttus
Running an effective sales organization and consistently exceeding sales targets is more challenging than ever before. Join this session to learn where to begin to drive culture change within sales teams, how to use data to help the team, as well as the individual, how to empower everyone with data insights, and ultimately how to leverage data to improve sales performance.
It’s not easy growing a law firm and managing it at scale. Whether it’s supporting employees in multiple offices, or keeping track of case files across different practice groups, your firm needs a solution designed to meet its unique needs.
The ideal solution for boutique and growing law firms, Clio is a customizable cloud-based software that provides instant, secure access to information across your law firm, while giving you the insight you need to manage both cases and employees.
See how Clio can make running your law firm easier in this 60-minute webinar, hosted by Joshua Lenon, Lawyer in Residence at Clio.
GetMyInvoices - Digital invoice managementGetMyInvoices
GetMyInvoices is the cloud-based digital invoice management software for your company, no matter what sector or what type of enterprise – we represent your use cases in our product.
Creating a Single Source of Truth: Leverage all of your data with powerful an...Looker
With a centralized data store, the entire spectrum of analytics is at your fingertips. Using Looker & Segment, you can collect, store and analyze everything from click-stream and event data to transactional and behavioral data in your data warehouse.
Some of the topics this webinar will include:
-The advantages of a centralized data warehouse with Segment Warehouses
-Creating a data model to get your company on the same page with Looker Blocks
-Putting it all together: Best practices for making your data accessible to your end users
QuickBooks Connect 2016 - How small business can benefit from developer innov...Intuit Developer
Augmented Reality, Internet of Things, Blockchain, mobile devices and literally thousands of apps available – where does the developer, fit in? Hear from a panel of media, technology leaders and analysts on what innovations are most important to small business owners and how developers can start preparing for the future.
Key Takeaways:
• Understand how technology will affect small business in the short and long term future
• Learn how developers can benefit from and help drive growth and adoption of new tech among small businesses
• Hear from tech leaders on how they are creating an ecosystem
that’s driving innovation within the small business space
From Intuit's Design for Delight (D4D) resource center on Intuit Labs: The Visioning Tool.
Use this to help evaluate your ideas and narrow down your focus.
From Intuit's Design for Delight (D4D) resource center on Intuit Labs: Empathy Map.
Use this tool when you have research you want to understand at a deeper level.
Are you an FP&A Business User that is looking to improve your Planning Process by implementing purpose built software? Get a glimpse inside the decision making process while preparing for a Hyperion Planning or PBCS implementation. Join Bryan Hogan as he addresses all your Planning questions.
What are the different Plan & Forecast types and what are the benefits of each?
What do all the different Planning Buzzwords / Terms really mean for my company (for example, Driver Based Planning, Rolling Forecast, Bottoms-up Forecast, etc.)?
What different planning methodologies can be used to develop a forecast?
How low should I go? What level of planning makes sense to provide an effective management tool to help guide the business and make proactive business decisions?
What pain points am I likely to face as a planner but also as a business owner involved in the planning process?
Are there benefits to using a flexible Excel model versus a centralized planning solution
Presenter: Bryan Hogan
Presented at Bethesda Data Science Meetup October 2019
Chris Conlan shares his perspective on when and how data science methods ought to be applied in financial services organizations.
Want more? See the webinar on-demand: http://llm.liquidlitigation.com/2016-03-Budget-Webinar.html
As inside and outside counsel continue to be asked to do more with less, the need to master budgets increases. In this presentation, you'll learn how to create, plan and optimize budgets that allow for better predictability and alignment of goals.
Running a successful real estate business is a juggling act. You need expertise in your practice area to provide services to clients. You also need the know-how to run a small business. When you first started in real estate, you were probably never taught what you really needed to know about running a real estate business, including marketing, budgeting, advertising, negotiating skills, hiring and management strategies and more. Since then, what training has prepared you to run your business? The E-Myth Real Estate Agent fills this knowledge gap, giving you a complete toolkit for either starting a real estate business from scratch or maximizing an existing real estate practice, giving you the results you need to get off the real estate roller coaster. Loaded with practical, powerful advice you can easily use, this one-stop guide helps you realize all the benefits that come with a consistent, persistent, thriving real estate agent business.
Having a real estate business can seem like a daunting task, with too few hours in the day, too many petty issues, and a constant struggle to create and implement systems to help you grow. The E-Myth Real Estate Agent offers you a road map that follows the E-Myth principals to not only create a self-sufficient, growing, and highly profitable real estate business, but will also help you build that business into an empire that can expand your real estate team or business across the globe. You will be able to take your real estate business to levels you didn’t think possible with this unique guide!
Combining the wisdom of renowned business development expert, Michael E. Gerber, and the real estate expertise of Brad Korn, The E-Myth Real Estate Agent equips you with the knowledge to:
Liberate yourself from the predictable and often overwhelming tyranny of unprofitable, unproductive, and time-consuming routines
Transform yourself from a successful real estate agent into an automated real estate machine, selling more properties with less effort
Rethink your practice, shifting from tactical thinking (working “in” your business) to strategic thinking (working “on” your business)
Stop trading time for dollars and manage those processes through the ultimate systems that will deliver an incredible experience to your clients and customers and will allow you to add people for leverage and the system will ensure everything gets done, which becomes your Management System—for everything you do
And implement innovative systems to produce consistent results as your practice grows.
The Next Generation of Legal Metrics: How Hewlett-Packard Enterprise Uses Dat...Apttus
Measurement is a modern obsession, but it’s too expensive to collect numbers if you can’t use them to take action. In this session, legal operations leaders from Hewlett-Packard Enterprise will review the history of data collection in the field of corporate law and describe how they moved HPE from measurement to action by establishing a Six-Sigma quality program. You’ll learn how to create quick wins that save money, and gain insight into what’s next in law metrics.
Get financially Fit: Tips for Using QuickBooksIntuit Inc.
When you're running a business, the last thing you want to be worried about is wasting time trying to figure out how to do your accounting. Join a QuickBooks product expert as she shares best practices for simplifying your day-to-day accounting and truly getting the most out of QuickBooks as a small business owner.
improve work effeciency and outcome.pptxMona Quenawy
need to perform at your best in the workplace? Improve work performance and increase productivity with strategies tailored to the fast-paced and competitive work environment of today. Don't let distractions and stressors get in the way of your success.While seemingly straightforward, the concept of work performance holds immense significance in the realm of professional achievement. It serves as a pivotal determinant of job success, enabling the assessment of an individual's prowess in executing tasks and effectively meeting the expectations of their role.
Diverse methodologies come into play when gauging work performance, encompassing factors like task completion time, execution efficiency, job accuracy, and the ability to adhere to deadlines. Employers frequently resort to performance reviews to evaluate employees' job performance and ascertain their eligibility for promotions or salary increments.
Thrive in the World of Change (Joshua May and Richard Revis, Blackline and EY)Executive Leaders Network
Delivered at ELN's Finance Leaders Event on Thursday 10th November 2022.
"Change is the only constant. No words have rung truer over the past few years.
As the world faces continuing disruption, companies can expect an accelerating pace of change and will need to build greater organisational resilience to better respond and adapt to a changing landscape.
Finance automation solutions are helping accounting and finance teams embrace change to not only improve accuracy, execute tighter controls, and decrease risk, but also focus on complex and judgemental areas to help drive strategic business decisions.
This is what modern accounting looks like: processes are automated, data is connected, and the role of auditor and accountant is elevated. The overall accounting team’s role evolves beyond executing checklists and historical reporting to include proactive analytics and a seat at the decision-making table.
After this session, attendees will be able to:
• Employ best practices, resulting in a better utilised, more efficient organisation that focuses on risk management, compliance, and data analytics
• Transform the way accounting and audit departments work by reducing manual tasks, resulting in better attraction and engagement of top talent
• Understand the power of automation and how it strengthens accounting organisations"
Loras College 2014 Business Analytics Symposium | Steve Whinnery and Scott St...Cartegraph
This presentation will walk you through an explanation of planning, industry leading practices for planning, executive leading practices for planning and finally analytics and planning.
For more information on the Loras College 2014 Business Analytics Symposium, the Loras College MBA in Business Analytics or the Loras College Business Analytics Certificate visit www.loras.edu/mba or www.loras.edu/bigdata.
Benefits of Lean IT and it's importance.
The world is a merry-go-round and you can't get off. Customers are becoming more demanding, markets are becoming more customised, and product life-cycles that are getting shorter are just a few of the reasons why Lean could be important to you. As the demands on our processes increase they evolve and adapt accordingly which often results in processes that end up inefficient and wasteful. Lean is about challenging the way things are done and opening our eyes to that waste and inefficiency. The environment in which an organization operates will continue to change; Lean can help organizations meet the challenge.
Lean can provide an organization with a clear competitive advantage since the correct application of the Lean principles will realise substantial benefits that include:
- Greater productivity
- Greater throughput
- Improved quality
- Reduced cycle times
- Less fire-fighting
- Smoother operation
- Reduced operating costs
CTE Solutions' preferred Lean IT training provider Snowdon Consulting gave this amazing presentation in our Toronto Office on April 25th, 2014. Click the below link to get a copy of the presentation used during this seminar.
http://blog.ctesolutions.com/management/enterprise-architecture/understanding-lean-it/
State of Small Business – Growth and Success ReportIntuit Inc.
In an effort to better understand how small businesses approach growth and how those views impact their operations and planning, Intuit QuickBooks released the “State of Small Business – Growth and Success” report.
Check out the results to learn more!
Working for yourself shouldn’t mean the odds of success are stacked against you. QuickBooks is committed to small business success with a comprehensive set of business tools that do the hard work for you – leveraging the latest in AI and emerging technologies to create a platform that evens the odds for small business owners.
In an effort to better understand the behaviors, attitudes and cash flow challenges experienced by small businesses and self-employed professionals around the world, Intuit QuickBooks released the “The State of Small Business Cash Flow” Report.
Entrepreneurs and small business owners are on the front lines, navigating the realities of automation. And they have unique advantages. The very fact that they are small and nimble makes small businesses well suited to the realities of the 21st century economy. They are able to quickly adapt, take advantage of new opportunities, and to pivot to serve customer expectations in a rapidly changing world.
To better understand how small businesses are adapting to the age of AI, Intuit conducted a survey examining attitudes towards automation technology today as well as perceptions on how automation technology will impact their business and lives over the next 5 years.
SEO, Social, and More: Digital Marketing for your BusinessIntuit Inc.
Every business owner wants to attract more customers, convert prospects to sales, and get more referrals from customers. Attracting the right customers to "sell and wow" will help your business bring in more sales and better your bottom line.
Why Building Your Brand is Key to Getting CustomersIntuit Inc.
Building and establishing your small business or personal brand can be challenging if you don’t know where to start — or how to compete with larger, recognisable brand names. Mick Spencer, founder and CEO of ONTHEGO SPORTS, has grown OTG into a leading Australian sporting goods brand by building deep customer intimacy through listening to customer needs and building personalised products.
Get Found Fast: Google AdWords Strategies for GrowthIntuit Inc.
Simply just having a website isn't enough to attract customers to your business — you must also ensure that people can actually find you amidst all of the noise online. Google AdWords is a cost-per-click advertising platform that will get more people to your website and allow you to advertise to new customers.
This session will help you deepen client relationships so they never dream of going to anyone else.
Attendees will learn where they have gaps in their client relationships or with providing services, and will leave with a specific plan to fill the gaps and transform client relationships for good.
It’s a given that the work that Accounting firms do today will look very different in the future. New technologies are emerging that will allow practitioners to gain efficiencies and uncover insights in ways that are not possible now, and firms will need to adopt very different methods to attract and retain great talent and keep relationships with clients healthy and strong. At the same time, competition will come from all sides and the firms that can deliver services in a way that clients need and want will be the ones that survive. Chris Hooper, The Accounting Futurist, will examine the major trends that are likely to disrupt practices in the next decade, and will identify steps that firm owners of all sizes can take now to ensure their firm not only survives, but thrives in the exciting new world of tomorrow.
The digital age requires you to evolve the tools and technologies you use. With this evolution, the old pricing methods don’t work anymore.
In this research-based session, Trent McLaren will share key pricing strategies designed to ensure you thrive in the digital age.
Advanced QuickBooks Online - Handling Tricky TransactionsIntuit Inc.
QuickBooks Online is the world’s most popular cloud accounting program, with over 1.8 million companies using it every day to manage their businesses.
This session will focus on how to handle tricky transactions such as Customer Deposits, Loan accounts, Dishonored Cheque ’s and much more. If you have been using QuickBooks Online for a while, this is a session not to be missed.
A full handbook will accompany the session so that attendees can replicate the tricks when they get back to their offices.
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What You're Going to Learn
- How These 4 Leaks Force You To Work Longer And Harder in order to grow your income… improve just one of these and the impact could be life changing.
- How to SHUT DOWN the revolving door of Income Stagnation… you know, where new sales come into your magazine while at the same time existing sponsors exit.
- How to transform your magazine business by fixing the 4 “DON’Ts”...
#1 LEADS Don’t Book
#2 PROSPECTS Don’t Show
#3 PROSPECTS Don’t Buy
#4 CLIENTS Don’t Stay
- How to identify which leak to fix first so you get the biggest bang for your income.
- Get actionable strategies you can use right away to improve your bookings, sales and retention.
Best Crypto Marketing Ideas to Lead Your Project to SuccessIntelisync
In this comprehensive slideshow presentation, we delve into the intricacies of crypto marketing, offering invaluable insights and strategies to propel your project to success in the dynamic cryptocurrency landscape. From understanding market trends to building a robust brand identity, engaging with influencers, and analyzing performance metrics, we cover all aspects essential for effective marketing in the crypto space.
Also Intelisync, our cutting-edge service designed to streamline and optimize your marketing efforts, leveraging data-driven insights and innovative strategies to drive growth and visibility for your project.
With a data-driven approach, transparent communication, and a commitment to excellence, InteliSync is your trusted partner for driving meaningful impact in the fast-paced world of Web3. Contact us today to learn more and embark on a journey to crypto marketing mastery!
Ready to elevate your Web3 project to new heights? Contact InteliSync now and unleash the full potential of your crypto venture!
4. Overview
Global Small Business Opportunity
Product-Based Businesses
Service-Based Businesses
UK Market Needs
Listen to Your Customers
Engage Throughout the Experience
How We Fuel Your Success
Agenda
6. 6
Intuit developer – fueling success
"We're changing the world for developers
and small businesses […] We intend to build
a dynamic small business economy
designed to make developers successful
and enable them to do what they're really
good at […] developing innovative solutions
that small business can't live without.”
Scott Cook,
Intuit Founder and Chairman of the Executive Committee
February 2001
8. 8
Small business cloud adoption: It’s here, it’s now
A global perspective
Source: 2016 Appification of Small Businesses Report
63% Small businesses on the cloud
66% Use mobile to run their business
63% Use +3 apps for their business
9. 9
Source: Intuit, 2016 Appification of Small Businesses Report (US, UK, AU & CA)
What global small businesses want from an app
Small businesses that
are not on the
cloud are less likely to invest
time and money
on technology integrations.
Improving cash flow, customer invoicing/billing, and time
management/calendaring are among the top factors
considered for businesses seeking to integrate apps.
!
14. 14
Product-based businesses represent a large untapped opportunity
Manufacturers
Buy, sell, and stock
product in-store
One or more online sales
channels, order fulfillment
and shipping
Track many items across
one or more warehouses
Assemble, track, build
products
Wholesalers
Brick and Mortar Retailers eCommerce Retailers
18. 18
• Customer engagement is deep and time-bound
• Scope of work is pre-defined
• Work is labor intensive and typically hard to price
Defining characteristics of project-based businesses
19. 19
Different persons in service-based businesses
Professional services
• Consultants
• Accountants
• Lawyers
Billing labor
Often an individual
SBO is key service provider
Field services
• Construction & Trade
• Architecture
• Landscape Design
Billing labor + materials
Work done on site
Several workers
Greater coordination
Larger in scale
Project driven products
• Equipment
• Garments
• Electronics
Billing labor + parts
Made-to-order
Complexity varies
20. JOB COST REPORTING
ACCURATE ESTIMATING + BIDDING
ROUTE PLANNING
MANAGING TASKS
SCHEDULING
CAPTURING JOB COSTS
PROGRESS INVOICING + CHANGE ORDERS
PARTIAL PO’S
PAYROLL JOB COSTING
TRACKING PROJECT FINANCIALS
PROF
SERVICES
FIELD
SERVICES
Expressed pain by business type
21. 21
Securing AnalysisPlanning Logging Tracking Payment
Project-based workflow + key pains
Develop
Contract
Price the Job
Accept/ Get
Signature
Route
planning
Log Expenses
Log Time
Log mileage
Review cash
flow needs
Verify project
is on track
Assess accuracy
of estimate
Assess
profitability
Understand
how to improve
Get Deposit
If I estimate
poorly, I won’t be
profitable
Complexity grows
with number of
workers
Easy to forget,
tedious, workers
need access
No easy way to
get this insight
Progress invoicing,
change orders, partial
POs are difficult
No easy way to
get this insight
Task
assignment
Communication
Scheduling Log notes
Follow up to
get paid
Invoice progress
Pay workers
for time
Pay vendor
for materials
Adjust invoicing
or spending as
needed
23. 23
QBO UK is targeting Apps partners for
Specific Verticals
• Property management
• Farming
• Construction
• Charities
• Retail
What we are looking for:
• End to End solutions
• Solving real customer pain points
• Localised for the needs of UK Market specifically
Examples
• Farming industry will need a solution that will cover livestock, crops, dairy farm management software
• Charities sector will expect User + donor management, donations/gift aid, appeal manager, events sponsorships
Key to success: focus, focus, focus…
25. 25
< 1 year
6+ years
4-5
yrs
1-3 yrs
Source: Intuit Survey of 515 SMBs, January 2017
How many years has the company you use for QuickBooks been in business?
Answer Choices Response Percent Response Count
Less than 1 year 48.1% 244
1-3 years 9.7% 53
4-5 years 4.9% 28
6 or more years 36.9% 189
Don't know 0.4% 1
Total 515
26. 26
Source: Intuit Survey of 515 SMBs, January 2017
In which region of the UK are you based?
Answer Choices
Response
Percent
Response
Count
London 18.8% 97
South/South East 22.8% 117
West/South West 13.9% 71
Midlands 12.4% 64
East 3.1% 16
North East 2.9% 15
North West 9.9% 51
Yorkshire 6.1% 31
Wales 2.3% 12
Scotland 4.8% 25
Other (please specify) 3.1% 16
Total 515
London
South
South East
West
South West
Midlands
East
N East
North West
Yorkshire
Wales
Scotland
Other
27. 27
Source: Intuit Survey of 515 SMbs, January 2017
Including yourself, how many people work in your business?
0 20 40 60 80 100 120 140
1
2
3
4
5
6-10
11-15
16-20
21-30
31-50
51+NoofEmployees
28. 28
Getting to know our SMBs better
How we got here
DESIGNSEMPATHYINSIGHTS
PROTOYPE
FEEDBACK
3x
29. 29
Research
SMBs:
• Business owners
• Ltd. And VAT registered
• Use Excel or nothing
• Not aware of QuickBooks or
any other FMS
• 95% project based
31
Participants in-person
Total number of entrepreneurs
we talked to
17 SMBs
14 SE
SE:
• Not VAT registered
• Not a Limited company
• Full time self-employed
• Doesn’t know QuickBooks
• Doesn’t use any FMS to manage
finances
• Good representation of age
(between 24 and 45 years old)
• Good variety of professions /
industries
• Less than £80,000 income
Criteria for final ranking
31. 31
‘Do it for me’ SMBs expect there is a better way to manage their accounts
…but they won’t look / adopt it until their accountants are in conformity with it.
• Chase payments
• Manage cash flow
What does David want?
Biggest pain points:
Spend more time growing his business and get less involved with day to day accounting.
• Tracking expenses
• Sorting transactions
Meet David Behaviors and attitudes
• Business owner
• 0 – 2 employees
• Uses Excel as the main tool to
manage business finances
• Works with an Accountant
• Spends on average 1 to 3 days doing finances per month
• He doesn’t feel too confident about managing his finances
• Leaves most of accounting tasks to his accountant
• Relies on his accountant or peers to make a decision
32. 32
‘Do it for me’ SMBs expect there is a better way to manage their accounts
…but doesn’t know if the benefits outweigh the costs of adopting a new way.
• Manage cash flow
• Chase payments
What does Justin want?
Biggest pain points:
Reduce manual and laborious work to become more efficient and productive
• Tracking expenses
• Sorting transactions
Meet Justin Behaviors and attitudes
• Business owner
• 0 – 5 employees
• Uses Excel as the main tool to
manage business finances
• Works with an Accountant
• Spends on average 3 to 5 days doing finances per month
• Feels confident about managing his finances
• Leaves boring tasks to the last minute
• Worries about online security and sharing sensitive data
with third parties
• Trusts on recommendations from peers and accountants
but needs to do his own research to make a decision
33. 33
‘Simplify my life’ SE expect there is a better way to manage their business
…but they are not sure how to look for it.
• Preparing HMRC self-assessment
• Chase payments
What does Martina want?
Biggest pain points:
Spend less time doing the business accounts and have more confidence her taxes are right.
• Tracking expenses
• Sorting transactions
Meet Martina Behaviors and attitudes
• Full time Self-Employed
• Uses Excel to manage her
business finances
• Embraces technology on her
business activity
• Doesn’t work with an accountant
• Spends on average 1 to 3 days doing finances per month
• Feels confident about managing her finances but doesn’t
like to do the day to day bookkeeping
• Leaves boring tasks to the last minute
• Relies on online reviews to give her confidence before
purchasing
34. 34
Problem (accepted belief) & our promise
SMBs
Problem: Doubt in value of making a
change
My duct-taped solution isn’t great, but it
works. I don’t consider QuickBooks because
I’m not sure if it’s worth my time, money,
mental effort.
Promise/Benefits: Encouraged,
Confidence to make a change. Become
more productive and efficient.
SE
Problem: Lack of awareness of a simple solution
that can help manage the business finances
My spreadsheet isn’t the most advanced way to
manage my finances but it does the job. It would be
great to have a solution that could help me save
time and be more efficient but I don’t know how to
look for it and I don’t have the time and energy to
research, as I usually do it on my spare time.
Promise/Benefits: There is a simple way to
manage your whole business and save you time
36. 36
SMBs
a) Prospects that don’t like managing finances will rely on their
accountant to make any decision.
b) Prospects that prefer managing their finances themselves
are more likely to make a decision on their own.
c) Prospects that like managing finances want more detail
information about the product in order to purchase it.
d) A longer trial period may drive more engagement with the
product as the financial cycles usually take longer then 30
days.
e) Supporting videos (how to) can drive quicker purchases as
provide granular level of detail and give a real preview of the
product.
f) Accountants recommendation to use QuickBooks can give
extra confidence to purchase
Overall insights
SE
a) Tasks prospects spend more time doing (e.g.: invoicing)
are the best for TOF communications as they have easier
association with QB benefit - time saving.
b) Tasks prospects find boring and/or difficult resonate better
at consideration phase as they quickly see how QB can
make managing their finances easier.
c) Easy of use is a key aspect of the product to encourage
prospects to try QB and Apps.
d) ‘Accounting’ is associated with a boring and difficult task,
‘Managing finances’ is more user friendly and express a
more exciting activity.
e) Supporting videos (how to) can drive quicker purchases
as provide granular level of detail and give a real preview
of the product.
f) Social proof (ratings, reviews, Q&As) can directly impact
conversion closer to the purchase moment
45. 45
Apps published on the QuickBooks App Store
between 16/08/16 and 15/08/17 are eligible to
enter
Ten finalists demo and pitch at QuickBooks
Connect San Jose Nov 15-17
Grand prize winner gets $100K USD
$100K Small Business App Showdown
smallbusinessappshowdown.com
52. Don’t miss this other session
Deliver Successful Code: Application
Integration Best Practices for Developers
7 March, 2:45–3:45pm
So you’ve got a great idea for a small business app
and you know exactly what data you want to leverage
from QuickBooks. What else should be considered to
ensure you build that awesome customer
experience? Learn best practices and practical
techniques for creating the most efficient app
integration. Topics covered will include webhooks,
resiliency, accounting techniques, multi-currency, user
experience, and global tax.
Jarred Keneally
Developer Relations Leader
Dinesh Kinger
Software Engineer
53. Access the presentation materials via:
The QuickBooks Connect 2017 Conference App
or
Slideshare at: http://www.slideshare.com/tag/QBCUK17
Editor's Notes
Small businesses around the world are increasingly relying on innovative new technologies to better run and manage their businesses and solve everyday problems.
20% of the 29M US SMB base are PBBs. There are 5M+ unique PBBs in US. They sell across multiple channels.
How do we think about Available to Sell vs. Qty on Hand? If you support drop-ship from the manufacturer, then Available to Sell includes your own inventory + manufacturer inventory but the value of your inventory is just based on your Qty on Hand.
Quantity not synced. Everyone has its own count.
Item details vary between partners (30+ attributes)
Returns get processed differently
Transaction details get lost
Data Sync Failures > 3%Customer has low confidence and significant time spent fixing issues
For newer businesses, leads and bids become more critical
Pain in billing + financial areas may appear heavier simply because customers expect this from us.
For newer businesses, leads and bids become more critical
Pain in billing + financial areas may appear heavier simply because customers expect this from us.
Project-based is a way of working: Industry isn’t always a good proxy.
Data differs from previous research:
Thought 10% customers less than 1 year and 24% had been in business 1-3 years.
These data points are inverted here, the hypothesis being that:
Increase in < 1year - awareness of FMS and QBO is increasing so more startups are using QBO. The Startup loans offer could be contributing to this too.
Decrease in 1-3 years – most new businesses fail, so a proportion of the startups will see attrition as result.
Test - Cross check Startup Loans offer redeemers against new customers.
These are in line with our previous findings and assumptions, haven’t changed over time
BETA programs!
Feedback from accountants
QBC
Own IT
ProAdvisor network