Introduction to QuickBooks® Meetup Groups

The Remote Controller®

Meetup Group for QuickBooks® Consultants

WELCOME

Presented by Peter Audenas, President Remote Controller®

© 2010 Remote Controller. All rights reserved.

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–

Business ManagementBusiness DevelopmentProject ManagementBack Office Systems Design and Reengineering

FinanceAccountingITSalesMarketingTaxes

Presenter – Peter Audenas

10+ years working with QuickBooks® Certified QuickBooks® ProAdvisor

Intuit® Solution Provider Certifications –

Enterprise Retail Solutions Field Service Management ES QuickBase

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

Our Mission To make all participants more successful Intuit®

Product Consultants and Solution Providers, to small- and medium-sized businesses

How to Achieve our Mission and Yours• 1st Priority: educate, train and support participants• Use of Group Meetings as platform• Raise awareness:

What is the product or service?How can my client(s) benefit?How can I benefit?

Overview of Today’s Topics• 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

Group Meeting Protocol Currently, group meetings are Free-of-Charge!

Meals are included at these meetings

We will begin meetings 10 minutes after the stated start time and end 10 minutes early to allow to ensure timeliness and encourage networking

Other networking within the group is done via LinkedIn

Every meeting will have a specific agenda and course outline

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

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

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

Intuit® Partner Platform/Developer Network

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

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

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

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:

Database

Analytics

Presentation

Examples are Oracle, SQL, MS Access

Producing dashboards, scorecards, reports, etc.

Predictive analysis, data mining and KPI formulation

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.

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

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

Remote Controller® Service Offerings (cont’d) Recruitment- looking for the “best of the best” in:

Specific Products Specific Industries Technology Back Office Systems Accounting Bookkeeping Tax

FinanceAdministrationMarketingSalesBusiness Development Project ManagementBusiness Management Recruiting

Recruitment Opportunities Looking for business professionals with…

At least 15 years public and private accounting/finance experience

An understanding of people, process and technology and how they interact

An ability to see a company from 30,000 feet, as well as the grass roots level

Specific product, industry or niche-level expertise

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

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

Follow Up Survey

Suggestions Receive monthly newsletter with meeting dates

Please contact me, Peter Audenas peter@rcontroller.com or 630-631-6153 To discuss opportunities or spread the word to others

that may be interested in attending our meetings

The Remote Controller®

Meetup Group for QuickBooks® Consultants

THANK YOU FOR ATTENDING!!!

SEE YOU NEXT MONTH at

Presented by Peter Audenas, President Remote Controller®