Adding value. Contents

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2 2 Contents Adding value Adding value...2 Increase the power of your Connected Practice...3 Greater opportunities...3 Pam 2 Peas... 4 What app value looks like to you... 4 Carmel Spencer & Co... 4 What app value looks like to your clients... 4 A wealth of options... 5 Clearing the water... 6 App reading what to recommend and when?... 6 Industry expertise...7 Recommending an app...7 MYOB makes great accounting software, but when it comes to running a business, you and your clients often need more tools than an accounting package can offer. That s why we partner with developers who share our passion for making business life easier. These extra solutions, or apps, add deeper functionality and value to the business management suite you are already use. The purpose of this guide is to help you understand the range of apps at your disposal and to make it easier for you to know where to start recommending them to your clients.

3 3 Increase the power of your Connected Practice Greater opportunities Utilising specialised apps with your industry leading MYOB software puts the power of automation, real-time data, and intelligent insight at your finger tips. Our wealth of options support and enhance the MYOB Connected Practice strategy by using the most secure and accurate data. This will further reduce manual data entry and enhance your ability to provide insights into your clients businesses. Apps and the Connected Practice are a powerful combination that strengthen the relationship you enjoy with your clients. Advisory Compliance Transaction Processing Apps exist to tackle specific pain points for you and your clients so you can both save time and make more money. For your clients this means more time to focus on running their business and more support in making better business decisions. For you this means the opportunity to broaden your service offering, to become more efficient and to gain a better understanding of your clients business performance. Becoming an expert in the tools your clients use compliments the expertise you already have to cement your position as the person best placed to advise them on the success of their business.

4 4 Pam 2 Peas PAM 2 PEAS Carmel Spencer & Co CARMEL SPENCER & CO What app value looks like to you What app value looks like to your clients No longer do bookkeepers have to focus on mundane data entry Apps connect to accounting software like MYOB Account Right and MYOB Essentials to give added functionality and automation to businesses to be more streamlined. They have revolutionised the way bookkeepers work. No longer do bookkeepers have to focus on mundane data entry, because apps are replacing all of that with the automation that they create. That automation frees up our time to be able to help more businesses streamline and reach their potential goals. We have the ability to do a different level of work, and we re able to educate clients through the use of these to run their businesses smoother and more efficiently. We provide training around financial reporting, we also set up the accounting software, we help them with any app products that need to bolt into the accounting products. And we also provide bookkeeping services to help them progress with their accounting files, and also compliance work, so we help them with their quarterly BAS returns and lodgements, and any support or technical advice that they require. I m finding in our business we re having more and more people come to us, not so much for bookkeeping, but to help them find the right systems to create automation in their business. So we ve become advisers in a sense. And by doing this we re able to help businesses reach their potential goals. We decided to niche our business by becoming experts in inventory and payroll. So we positioned ourselves as the leading partners for inventory and payroll complexities. And from there we started to look at solutions that helped businesses grow around those areas. We ve done a lot of work in trying to find the right solutions for particular verticals that work well together with the MYOB accounting product. We do a lot of cross-referral. Partners will often send work our way, and we in turn also send work their way. We have done quite a lot in the community with training other partners across some of the apps, and it was a great thing, because then we learnt a lot about their businesses. We re able to then pass work on to them in the specialty areas that they focused on, and in turn they do the same for us. We ve built a little community around sharing leads and supporting each other s businesses. Success for me is not just building a business, it s also building a brand that is highly regarded in our community. Seeing our customers reach their full potential in their business. If they re successful then we feel successful. We wanted an easier solution that would work for our business Carmel didn t leave the accounting profession to spend more time working on spreadsheets but that was exactly what she was doing until she discovered the power of MYOB s app community. When I started Spencer & Co, I didn t want to have to find staff, worry about stock, and look for solutions that would make us be more efficient. We were using 30 hours a month trying to accumulate the information onto spreadsheets and getting data from that. That s why Carmel turned to an MYOB Certified Consultant, Pam Madytianosto help her find the right mix of solutions to solve her problem. We wanted an easier solution that would work for our business, systems that were going to communicate well together. Carmel s solution: The first thing Pam implemented was Kounta to get on top of all of our point of sale needs. Soon after we introduced Deputy, It s fantastic, it makes us really efficient, staff find it easy to use, it helps us with rostering of employees. One of the things I love about all the programs that we use, being Deputy, Kounta and, MYOB, is that we can be anywhere around the world, it makes us more efficient because the programs talk to one another and I just basically have to click a couple of buttons to get the reports I need and just to pay staff What do apps really mean to Carmel? Time! To try and increase revenue, to build this business, maybe even create another and hopefully, to travel!

5 5 A wealth of options The MYOB apps ecosystem is huge and growing. With over 300 apps at last count, whatever your clients needs are, there is a solutions to fit. But with so many to choose from, where do you start?

6 6 Clearing the water App reading what to recommend and when? Our Ecosystem app Community contains a huge range of tools for your clients. While we can t advise you specifically on which solutions are best for your clients, we can help you identify when an app might be appropriate and what the most widely used ones are. Below are some key needs to listen out for from clients in particular industries. If you can train yourself to pick up on these, you might be you can develop a clear competitive advantage in becoming an advisor of apps and adding another billable service to your offering. Advisory + + Visualising Data + + KPI Analysis + + Consolidating Data Retail + + Inventory Management + + Sales + + Ecommerce With so many great tools at your disposal it can be hard to know where to start who has time to become an expert in over 300 solutions right? In establishing a shortlist of apps to focus on, we recommend looking at your client base in 2 broad terms: 1 2 The type of industry they belong to The needs they are experiencing Hospitality Professional services + + Order and Sales + + Staff Management + + Kitchen Management + + Billing time to jobs + + Staff Management + + Invoicing for Jobs Trade and construction + + Contractor Management + + Job Costing + + Invoicing

7 7 Industry expertise Recommending an app MYOB Ecosystem apps are perfect for addressing specialised needs and furthering your service offering. Apps also allow you to position yourself as an expert advisor in particular industries. Below are some common industries benefiting from the MYOB Ecosystem. Take time to familiarise yourself with some of players that service verticals prominent to your client base. Having a handful of key apps that you understand and are ready to recommend will differentiate you from the competition and give you a competitive edge. Advisory + + Spotlight Reporting + + Futrli + + Fathom Retail + + Retail Express + + Shopify + + NETO Hospitality Professional services Trade and construction + + Redcat POS + + Deputy + + Cooking the Books + + TimeTrak + + ProWorkFlow + + Abtrac + + BuildXact + + Servicem8 + + buildlogic While this guide aims to make it easier for you to establish a shortlist of appropriate apps for your client base, it is still ultimately up to you to make the best referral for your clients. We recommend that you speak directly to Ecosystem app Partners before you begin referring them to ensure they align with your needs and those of your clients. Start by asking: + + How does your solution solve my client s pain point? + + How does your solution integrate with MYOB? + + What is your data policy? + + Do you have a Partner Program? + + What does your customer and partner support look like? + + What information do I need to offer my clients the best advice?

8 We re here to help While we can t tell you directly which apps to recommend to your clients we re always available to help support your decision. You can also contact your Partner Manager at any time. myob.com/addons GPRC