Fundamentals of Hosting Your QuickBooks Desktop in the Cloud. Featuring Samantha Flynn and Darren Root
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1 Fundamentals f Hsting Yur QuickBks Desktp in the Clud Featuring Samantha Flynn and Darren Rt
2 Intrductin Samantha Flynn Partner Marketing Specialist Right Netwrks Darren Rt CEO Rtwrks
3 Agenda Building a Cllabrative, Mdern Firm Steps t Taking Yur Practice t the Clud A Fully-Managed QuickBks Desktp Envirnment Our Wrking Partnership Q&A
4 Pll Have yu mved yur firm t the clud? Yes, 100% f my current clients are in the clud Yes, but I am still transitining sme clients N, but I wuld like t sn N, I am still evaluating mving t the clud 4
5 Building a Cllabrative, Mdern Firm
6 A Firm s Biggest Pain Pints { COMPLEXITY SIMPLICITY
7 A Firm s Biggest Pain Pints { TAX SEASON BUSINESS MODEL CLIENTS
8 The Future Yu Want
9 The Future Yu Have
10 The Mdern Firm Wrking WITH the custmer Cmmunicatin Signatures Mbile Onbarding Dc exchange Wrking ON the firm Plan Market Inter-firm Supprt Training Wrking IN the firm Tax Dcuments Practice Payrll Accunting
11 Evaluating Yur Mdern Firm GPA TOUCHPOINTS Evaluating yur interactin directly with yur custmers CULTURE Evaluating the culture in and arund yur firm BUSINESS MODEL Evaluating the plan fr and executin f yur firm
12 Cpyright 2017 Rtwrks LLC Ideal Clients Cnsider yur current clients and the clients yu are attracting. Has yur ideal client been identified and is this wh yu are attracting? OnBarding D yu nbard in such a way that new clients wrk with yu the way yu intend, using the technlgies and prcesses yu have identified? Service Offerings Cnsider all the services yur firm ffers. D these services align with the visin yu have set fr yur firm. Sftware Slutins Cnsider all f yur sftware slutins. Are they the mst effective slutins fr the task? Are we cnstantly evaluating new slutins? BUSINESS MODEL The GPA Assessment is mst pwerful when yu cnsider all aspects design, delivery, and executin f each item frm the many different perspectives within yur cmpany. Client Accunting Mdel Is yur prcess standardized fr all clients and delivered as efficiently as it can be? Are staff members empwered t imprve the prcess? Tax Mdel Is yur prcess standardized fr all clients and delivered as efficiently as it can be? Are staff members empwered t imprve the prcess? Payrll Mdel Is yur prcess standardized fr all clients and delivered as efficiently as it can be? Are staff members empwered t imprve the prcess? Other Mdels Are yur prcesses standardized fr all clients and delivered as efficiently as it can be? Are staff members empwered t imprve the prcess? Technlgy Infrastructure Are yu using mdern technlgy slutins that meet tday s expectatins?
13 Pll Are yu currently evaluating a (new) clud slutin fr yur custmers? Yes, hsting but lking t switch Yes, nt hsting but interested in learning mre Yes, lking fr 100% SaaS slutin Nt at this time 13
14 Steps t Taking Yur Practice T the Clud
15 1 5
16 1 6
17 1 7
18 A Fully-Managed QuickBks Desktp Envirnment
19 Pll What accunting sftware d yur clients use? QuickBks Online QuickBks Desktp Xer Sage
20 ERP/MRP Tax Payrll Payments Ecmmerce Practice Mgmt. Payment Prcessing Inventry Mgmt. AR/AP On-Premise Accunting & Related sftware CRM Invicing Shipping & Freight Time & Expense Mgmt. Field Service Mgmt. Dcument Mgmt. The Right Netwrks Clud The Best f Bth Wrlds Clud-based Accunting & Related Sftware
21 Accessing Yur QuickBks Data Right Netwrks Hsted Desktp Envirnment Yur Team Yur Client Yu 21
22 Benefits f a Fully-Managed Envirnment Cllabrate with yur clients and yur team mre effectively Share yur data easily with the applicatins and peple that need it Get the applicatins yu use tday with all the benefits f the clud Supprt yur business 24/7/365 Always there and always n with anytime, anywhere, any device access t yur data Run yur business platfrm in a secure and reliable envirnment s yu can fcus n running yur business 22
23 Our Wrking Partnership
24 Wrking Tgether In partnership fr 10+ years Partnership riginated with Rt Advisrs hsting QBD with Right Netwrks t enable cllabratin between staff & clients 177 Rtwrks firms hsting with Right Netwrks Wrk tgether t deliver a cllabrative clud envirnment fr QBD t accuntants and their clients 24
25 Pll What additinal infrmatin wuld yu need t mve frward with hsting? Real-life custmer success stries Free trial f a slutin Live dem f the prduct I d nt plan t mve frward with hsting 25
26 Fundamentals f Hsting Yur QuickBks Desktp in the Clud Featuring Samantha Flynn and Darren Rt
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