QuickBooks Desktop: Transform Your Desktop into an Online Collaborative Solution

Transcription

1 QuickBooks Desktop: Transform Your Desktop into an Online Collaborative Solution

2 Introduction Kevin Roosa Director Right Networks Jim Wells Founder LedgerFix 2

3 Agenda Right Networks At-A-Glance Having the talk : How to Discuss the Cloud with Clients Why Move to the Cloud The Best Fit: QBD or QBO? Evaluating Cloud Providers Q&A 3

4 Right Networks - Quick Facts Founded in 2002 Headquartered in Hudson, NH 2 world-class Tier 4 data centers located in the US 24x7 live US-based technical support 90+ employees 80,000+ hosted desktops globally 400+ apps supported World leader in hosted QB desktops 4

5 Poll Have you moved your firm to the cloud? Yes, 100% of my current clients are in the cloud Yes, but I am still transitioning some clients No, but I would like to soon No, I am still evaluating moving to the cloud 5

6 Having The Talk 6

7 Why the cloud? Increase productivity Improve efficiency and focus Minimize risk & IT hassles Collaboration Focus on growing your business Addition of high-value services 7

8 Discussing Moving to the cloud 1. Understand cloud options 2. Evaluate software needs 3. Uncover pain-points 4. Give peace of mind 8

9 Configurations Traditional Computing Software as a Service (SAAS) Application Hosting 9

10 Pain Points Anytime, anywhere access to information Collaboration with accountant Maintaining software/infrastructure Secure protection for data Backups and disaster recovery 10

11 It s not if, it s when. Get your clients in the cloud. Period. 11

12 Finding The Right Fit 12

13 Poll Question What accounting software do your clients use? QuickBooks Online QuickBooks Desktop Xero Sage 13

14 How to Determine the Right Path Does your client already use QuickBooks Desktop? Do they need to continue to maintain their current workflows? What are the reporting and financial documentation requirements of their industry? How many files does your client need to access? 14

15 Case Study - LedgerFix LedgerFix provides cost effective and reliable accounting assistance to small businesses that use QuickBooks as their accounting software Offering includes daily, weekly or monthly QuickBooks services as well as special accounting projects. Firm has been successful in providing a variety of offsite bookkeeping and account services via the cloud. 15

16 Collaborate in the Cloud Make better use of company resources and save time Log in anytime, anywhere to view or work in the files you need Accountants and clients can work in the QB file simultaneously without interrupting each other Work across multiple locations Share with team or business partners 16

17 Reduce Hassles and Costs Fully-managed infrastructure on which your data and applications run No longer have to install or maintain software on your local machine Managed environment where your security, updates, backups and maintenance are handled by experts Just log in and focus on your work! 17

18 Where do you want your client s data? 18

19 Cloud Security Highest-level approved data centers Data replication Encrypted communication, firewalls and backups Multi-layer access controls Enterprise-class reliability on a end-to-end clustered, highly-available infrastructure 19

20 Backups Why They Are Important Risk loss productivity if your client s PC crashes or fails Prevent loss from natural disasters and extreme weather Recover deleted files Does the current system allow for: Nightly backups Maintain data for 30, 60 or 90 days Encrypted backups File restores 20

21 Evaluating a Cloud Solution Provider 21

22 Poll Are you currently evaluating a (new) cloud solution for your customers? Yes, hosting but looking to switch Yes, not hosting but interested in learning more Yes, looking for 100% SaaS solution Not at this time 22

23 What to look for Hosting facilities Geographically diverse Tier IV data centers Service levels Availability Uptime Technical support 24x7, live phone, chat, , knowledgebase Authorized Intuit hosting provider 23

24 Additional applications to run your business Consider how you will access and integrate other applications you need to maintain your workflows 24

25 Success in the Cloud Put control of your client relationship back in your hands Focus on your business, not IT issues and software updates Add more clients to your practice and become a financial advisor 25

26 Poll What action will you likely take following this webinar: -Research these options further -Talk to someone in my organization about this -Have someone from Right Networks contact me -Unsure at this time 26

27 Q & A Kevin Roosa Director Right Networks kroosa@rightnetworks.com rightnetworks.com 27