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 – Enterprise Retail Solutions Field Service Management ES QuickBase
6. Participant Profile Intuit® Solution Providers (ISP) QuickBooks®ProAdvisors 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
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
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 Bill.com – 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: Presentation Producing dashboards, scorecards, reports, etc. Analytics Predictive analysis, data mining and KPI formulation Database 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.
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34. About Remote Controller® Business Model Marketing Sales Business Development Project Management Recruitment To our meeting participants, we provide: Opportunities to provide services to Remote Controller® clients Education Training 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
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 Survey Suggestions 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
54. THANK YOU FOR ATTENDING!!!SEE YOU NEXT MONTH at The Remote Controller® Meetup Group for QuickBooks® Consultants Presented by Peter Audenas, President Remote Controller®
