Scaling New Heights. Economic and Technological. May 24 26, 2010 Atlanta Georgia Joe Woodard The Woodard Consulting Group

Transcription

1 Scaling New Heights An Advanced Training Conference for ProAdvisors and Intuit Solution Providers May 24 26, 2010 Atlanta Georgia i Growing Your Practice in Td Today s Economic and Technological Climates Joe Woodard The Woodard Consulting Group

2 General Information About Scaling New Heights 2010 Conference Sessions: May 24-26, 2010 Atlanta, Georgia Stone Mountain Climb, Picnic and Laser Show: May 23 Golf Tournament - Sunday Morning, May 23. Details Pending. Your Investment in the Conference Provides You with: Practice Marketing, Management & Development Training In-Depth, Intuit-Centric Professional Education Networking Opportunities Exhibition Floor Professional Distinction

3 About this Year s Conference In Depth Professional Education Focused on Each of the Following: Expanded! Advanced QuickBooks & QuickBooks Enterprise Solutions New! Intermediate QuickBooks Training New! QuickBooks Point of Sale Expanded! Intuit Warehouse Management ES Expanded! Intuit Field Service Management ES New! Method New! Fishbowl Inventory New! QuickBooks & The Mid Market a Practice Development Track Intuit QuickBase

4 Hot off the Press The Conference Schedule is Now Available Online Golf Tournament Sunday Morning, May 23 Details Pending Upgraded, Catered Dinner at the Stone Mountain Picnic May 23 Featured Speaker Lineup Georg Gerstenfeld Senior VP Intuit Accountant Professional Division BJ Schaknowski Director of the Intuit Solution Provider Channel Dan Schroeder Partner-in-Charge, IT Audit & Assurance Services, Habif, Arogeti & Wynne 250% Increase in Registrations Compared to This Point Last Year! All Premium View Rooms are Booked Resort Room Lake View with Balcony (Sold Out) Resort Room Pool View with Limited Lake View with Balcony (Sold Out) Resort Room Standard Room with Balcony Overflow Hotel 1: Stone Mountain Inn with Complimentary Shuttle Service Overflow Hotel 2: Outside Stone Mountain park with Complimentary Shuttle Service

5 About The National Advisor Network Advisors Benefit by Supplementing the ProAdvisor Program with Additional Tools, Resources and Networking Opportunities The Most Experienced Advisors Should Work Together Networking is the Business Model for the 21 st Century There is Strength in Numbers

6 Joe s Search for the Ideal Professional Networking System Notifications with Instant and Daily Options Yahoo/Google Groups Forum- Style Categorization of Topics and Organization of Threads Traditional Forums Onsite Space with Member Profiles for Networking with Other Professionals LinkedIn I could not find all of these features in a single system The National Advisor Network Online

7 The National Advisor Network Online Features NAN Online Yahoo/ Google Groups Most Online Forums LinkedIn Groups Submit Threads or Discussions X X X X Notifications when Member's Submit Discussions or Questions (with Instant Notification or Daily Summary Options) X X Limited* Search Historical Discussions/Threads X X X X Categorize Historical Threads by Topic/Category X X Search Historical Posts and Knowledgebase Articles by Keyword for More Specific and Accurate Results Search Historical Posts and Knowledgebase Articles by Author/Contributor X X Search Historical Posts and Knowledgebase Articles by Topic/Category X X Build Custom Reports for Discussions and Knowledgebase Articles and Save Your Reports for Future Use Createa a Profile for You and Your Firm that is Custom Designed for Intuit Advisors & Other Accounting Technology Consultants Publish Your Own Articles in a Searchable, Members Only Knowledgebase Search a Catalog of Specialized Products and Consulting Services Offered by Other Network Members Add Catalog Listings for Your Firm's QuickBooks Related Products and/or Specialized Consulting Services X X X X X

8 QuickBooks k Consulting Challenging Lately? you are not alone.

9 Is QuickBooks Consulting Dead? QuickBooks Consulting Defined Not Bookkeeping Services Not Year End Cleanup As Part of a Larger Engagement (e.g. Tax Return) Not a Side Effort Designed to Funnel Clients into Your Practice Proactive, Non-Seasonal QuickBooks Support For Example Data File Setup User Training i Periodic Data File Analysis/Corrections Expanding Client Use of QuickBooks Creating Custom Reports within QuickBooks

10 Is QuickBooks Consulting Dead? Reasons for Potential Decline in Traditional QB Consulting Services Current Economy Limits Consulting Budgets to the Essentials QuickBooks Longevity in the Marketplace User Confidence and/or Over-Confidence EA/CPA Confidence and/or Over-Confidence EAs, CPAs and Bookkeeping Services Providing Some Level of Consulting as Part of a Larger Relationship Prevalence of Free, Online Resources for Users and IT Professionals Competitive Intuit Services (Real World Training, Setup Services) Changes to QuickBooks Client Data Review Closing Date Exception Report Etc.

11 Is QuickBooks Consulting Dead? Not Dead. Possibly Dying. Certainly In Transition

12 Solution? Move Beyond QuickBooks k (Not Away from QuickBooks)

13 Response: Consult on at Least One IDN Product Distinction within the Marketplace Distinction within Networking Circles Bill Additional Services for Existing Clients While Often Saving them Money over Alternative Solutions Better Retention of Larger Clients Often Receive Leads from the Developer Residual/Passive Income Generation Increased Internet Traffic to Your Website More Effective and Definable Professional to Professional Networking Opportunities Propel Your Practice into the Mid-Market

14 Response: Move to the Mid Market Develop an Industry-Specific Specialization Choose Wisely! Develop a Human Resources Strategy One Product One Consultant? Join with Other Advisors in Your Area? Be Prepared to Work Primary on Rather Than In Your Business Apply for Membership in the Intuit Solution Provider Program and Certify on All of Intuit s Mid Market Product Line Become a Sage and/or Microsoft VAR on Mid Market Apps Network, Network, Network Re-Brand Your Practice if Necessary Re-Brand Your Practice if Necessary

15 Response: Process Excellence Consulting Process Excellence Consulting Defined Holistic approach to the client s needs beyond just accounting Expands Your Role Beyond the QuickBooks Application to Incorporate One or More Third Party Addons The Conductor of an Orchestra Allows You to Provide Direct or Sub-Contracted Consulting on: QuickBase/Method CRM Applications (e.g. Results CRM or Sales Force) E-Commerce Integration EDI

16 Response: Process Excellence Consulting About Intuit QuickBase Cloud-Driven, Free Form Database Instantly Networks Systems through the Company Includes Robust Application Templates for CRM, Sales Management Project Management, etc. Somewhat Pricey due to High Buy-in Point but One User Account Provides Access to Multiple Applications Integrates with QuickBooks in Limited Ways and Each Integration requires Custom-Design

17 Response: Process Excellence Consulting About Method Cloud-Driven, Free Form Database Instantly Networks Systems through the Company Includes Robust Application Templates for CRM and Sales Management More Affordable Due to Multiple Editions and Lower Buy-in Point Fully Integrated with QuickBooks within the limitations of the SDK

18 Response: Process Excellence Consulting Method s Unique Strengths Which Do You Consult On?...both Tight QuickBooks Integration More Robust Customization Options Smart Device Options Outlook Integration More Affordable for the SMB QuickBase s Unique Strengths Much Easier to Learn and Implement Project Management Capabilities Easier to Scale (e.g. to 5,000 plus User Accounts) Intuit Product Increased Credibility within the Marketplace

19 Scaling New Heights An Advanced Training Conference for ProAdvisors and Intuit Solution Providers May 24 26, 2010 Atlanta Georgia i Questions and Answers