Meetup Group for
QuickBooks® Consultants
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 Management
Business Development
Project Management
Back Office Systems Design and
Reengineering
Finance
Accounting
IT
Sales
Marketing
Taxes
Presenter – Peter Audenas
 10+ years working with QuickBooks®
 Certified QuickBooks® ProAdvisor
 Intuit® Solution Provider
 Certifications –
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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 smalland 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:
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What is the product or service?
How can my client(s) benefit?
How can I benefit?
Overview of Today’s Topics
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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
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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?”
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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
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For accountants to gain deeper insight and influence with the QuickBooks®
offering
 Intuit Solution Provider Program
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For Value Added Resellers to sell Enterprise, Retail, QuickBase, Payments,
Payroll, Third Party Add-ons amongst other solutions
 QuickBooks® Affiliates Program
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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
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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
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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
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A single location to find and try (SaaS) business applications that work
with QuickBooks® and with each other
 The Intuit® Developer Network
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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
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Field Service Management ES (SaaS)– robust service management
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Warehouse Management ES (SaaS) – robust warehouse management
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Fishbowl Inventory – robust inventory control
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MiSys – manufacturing and floor shop management
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Method (SaaS) – suite includes customizable interface using real time QuickBooks® data, CRM and more
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Autofy – data synchronization between QB and other software
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Qvinci – basic visual dashboards using QB and Excel
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Results CRM – Customer Relationship Management
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Bill.com – web-based accounts payable processing
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AccuPOS – POS for restaurants
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Right Networks – hosted applications – QB, Office, etc.
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Bill Quick – time, billing, project management, quoting
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Acctivate – comprehensive distribution and wholesale management
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SourceLink- link scanned documents to QB transactions
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QODBC – allows access to QuickBooks® data and customizable reports via MS Access or Crystal Reports
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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:
Presentation
Analytics
Database
Producing dashboards, scorecards, reports, etc.
Predictive analysis, data mining and KPI formulation
Examples are Oracle, SQL, MS Access
Business Intelligence Tools: Dashboard
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The dashboard is a display tool for users to get a visual of
performance indicators and any other relevant information
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There are many different types of dashboards with different
goals (operational, tactical, strategic), but ultimately they provide
information at a glance.
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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:
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Specific Products
Specific Industries
Technology
Back Office Systems
Accounting
Bookkeeping
Tax
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Finance
Administration
Marketing
Sales
Business Development
Project Management
Business Management
Recruiting
Recruitment Opportunities
 Looking for business professionals with…
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At least 15 years public and private accounting/finance
experience
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An understanding of people, process and technology
and how they interact
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An ability to see a company from 30,000 feet, as well as
the grass roots level
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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,
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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
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Suggestions
Receive monthly newsletter with meeting dates
 Please contact me, Peter Audenas
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or 630-631-6153
To discuss opportunities or spread the word to others
that may be interested in attending our meetings
Meetup Group for
QuickBooks® Consultants
Presented by Peter Audenas, President Remote Controller®