How to Register

Joe Woodard Presents

Scaling New Heights

An Advanced Training Conference for Intuit Advisors

May 24-26, 2010 - Atlanta, GA

About the Conference    |    Tracks/Sessions    |    Golf & Mountain Climb    |    Instructors    |    Sponsors    |    Free Webinars    |    Questions    |    Location Info    |    Register

 

 

 

 

For over 25 years, Sage customers-from start-ups through to complex multi-divisional organizations-have trusted Sage software to help run their businesses, a responsibility they take very seriously. Customers chose Sage because they offer a choice of flexible, scalable, integrated solutions to manage anything from one aspect of their business software needs to complete solutions linking back and front office operations. Their portfolio includes solutions like Sage Peachtree, Sage MAS, ACT! by Sage, Sage ERP Accpac, Sage ERP X3, Sage Timberline Office, and many other products which have large, loyal followings

 

 

 

 

AccountingWEB provides accounting news, information, tips, tools, resources and insight - everything you need to help you prosper and enjoy the accounting profession even more. AccountingWEB includes content relevant to both accounting professionals and accounting technology consultants.

 

 

 

 

Fishbowl Inventory is the #1 selling inventory management program that integrates with QuickBooks. Companies in various industries are running Fishbowl with QuickBooks and others are using Fishbowl as a stand-alone solution because of its advanced feature-set and affordable price. Fishbowl provides bar code scanning, serial number tracking, lot tracking, advanced manufacturing processes and enhanced (and customizable) inventory reporting - at a fraction of the cost of other mid-market applications with comparable features.

 

 

 

 

Right Networks is the world's leading provider of hosted desktop QuickBooks. Their fully-clustered, multi-tier infrastructure enables them to provide higher reliability than any other provider and their  advanced, proprietary technology enable them to deliver it at an outstanding value.
 

 

 

 

Virtual Time features online time entry and approval as well as fully-integrated professional billing to bill hourly rates that are specific to the service performed, the timekeeper and the client/contract.


Virtual Expense features online expense entry and approval, project billing support, robust reporting, integration with selected merchant services for the download of credit card charges...and more.

 

 

 

 

SmartVault integrates the power of QuickBooks with the convenience of the Internet to provide a powerful document management solution. Accounting professionals can enhance their bookkeeping workflow and save countless hours by eliminating manual, paper-based tasks. For QuickBooks users SmartVault's unique integration with QuickBooks makes it simple to scan, store, and view documents - allowing you to increase productivity and accessibility without the need to overhaul all of the company's business processes.

 

 

 

 

Avalara's AvaTax OnDemand and AvaTax OnSite streamline cumbersome, error-prone sales tax compliance processes and reduce the risk of loss or penalty in case of a sales tax audit. These solutions automatically perform address validation, jurisdiction research and rate calculation and allow you to manage even the most complicated tax issues, such as situs, nexus, tax tiers, tax holidays, exemptions, certificate management and product taxability rules - all integrated seamlessly with QuickBooks.

 

 

 

 

XpandedReports is a report customization tool designed to work with QuickBooks and Fishbowl data. With Xpanded reports you can add information to your reports that is not available within QuickBooks (e.g. sales by ship to location and sales tax amounts on sales reports - and even an Open Purchase Orders report that shows the correct open Purchase Order balance. Create your own reports or select reports from the available turnkey templates - and you can do all of this without advanced report customization skills requires to use ODBC, Crystal Reports or iReports.

 

 

 

 

It is the mission of QB or not QB is to provide cost effective and time saving solutions to QuickBooks data issues and to maximize the use of QuickBooks data without the high cost, endless hours and mistakes associated with data entry and data extraction. Specific data services offered are: 1) Data archiving to reduce file size, 2) Downgrading QuickBooks Enterprise Solutions files to QuickBooks Pro/Premier, 3) Combining multiple QuickBooks files into a single file, and 4) Customized import/export processes for moving data in and out of QuickBooks.

 

 

 

Qvinci is a business intelligence and financial reporting application for QuickBooks users. In addition to providing small business intelligence dashboard software, Qvinci has added numerous tools to help small businesses succeed. Key performance Indicators and Early Warning Indicators are examples of critical management tools that Qvinci offers you and your clients. With Qvinci your clients can finally get the information they need to steer their businesses effectively - and you get the financial analysis information you need to provide strategic consulting services for your clients who use QuickBooks.

 

 

 

 

AdvancePro inventory software makes all buying, selling & shipping processes more efficient and effective. AdvancePro facilitates many administrative and operational functions like warehouse & inventory control, customer order management and vendor order management. It also helps streamline warehouse and manufacturing environments by automating shipping and receiving tasks - all fully integration with QuickBooks financial software.

 

 

 

 

Propelware automates QuickBooks and many other CRM and accounting systems so you can connect your company data with your company software. Whether your data is on the Web, in an e-store, on your desktop PC or on your mobile device Propelware's solutions get the data to and from the places you need it. Propelware is the developer of Autofy and MobileBiz.

 

 

 

 

Office Tools Professional provides client management workflow management and staff management features designed specifically for the accounting professional. Know who is working with each client, contact histories, receivable balances and much more. Then, use Office Tools professional to manage the client engagement workflow and share this information real time throughout all of the professionals in your firm - all in a QuickBooks-integrated solution.

 

 

 

 

webKPI delivers Key Performance Indicators (KPI) and benchmarking tools via a visual snapshot of your company’s financials. Among its many web-hosted features, webKPI's dashboard is an excellent monitoring tool that provides constant access to your clients' financial data in an easy to understand visual format - facilitating collaboration between your staff and your client. Using webKPI you can monitor cash flow, revenue, profitability, as well as accounting ratios and business analytics.

 

 

 

 

MISys is a manufacturing application that is simple to install, quick to implement and easy to use. MISys integrates seamlessly with QuickBooks and is modular - allowing you to purchase only the functionality you need for your company. In addition to standard inventory controls and order processing, MISys offers custom manufacturing orders, master production scheduling (MPS), materials requirements planning (MRP), shop floor control, capacity management and much more.

 

 

 

 

 

HindSite Software is a a certified QuickBooks Gold Developer field service and paperless work order solution for the small and medium service business. HindSite empowers service companies to streamline systems and to generate more revenue through accurate data collection in the field - using a mobile application that provides field personnel with real time access to HindSite's paperless work order process.

 

 

 

 

 

ACCTivate!'s inventory control system is flexible, robust and proven, yet continually evolving to integrate new technologies and capabilities. AccTivate! provides comprehensive warehouse management and order management - bundled with business management tolls and Customer Service Management (CRM) features - all built into a single application that integrates bi-directionally with QuickBooks. ACCTivate! runs on Microsoft SQL and leverages the power of Crystal Reports - making this application highly scalable for larger distributors, wholesalers and light manufacturers.

 

 

 

 

 

SkyHill Software is the developer of Business E-Invoice - a low cost online invoice payment system. With E-Invoice you can send QuickBooks invoices electronically and receive payments online. The business' customers provide payment authorization and view their billing history within an online customer portal. Key features for E-Invoice include ACH payment options, recurring payment authorization and auto-email reminders to customers based on the aging of each electronic invoice.

 

 

 

 

Data Collaborative is one of the leading QuickBase consulting and QuickBase integration firms in the country. Data Collaborative has created hundreds of QuickBase applications and they are masters of the QuickBase API. Data Collaborative is currently working with Joe Woodard to provide significant enhancements to The National Advisor Network Online - a professional networking and technical exchange system designed by Joe Woodard in QuickBase.

 

 

 

 

 

VARCBase 2.0 is a CRM solution for both ProAdvisors and Intuit Solution Providers. Features of this robust CRM solution include: sales cycle tracking, lead management and tracking, support ticket management, time tracking for employees (with timesheet upload directly into QuickBooks), report and proposal generation, and a per deal profit calculator. VARCBase is web hosting - making it accessible from an web enabled PC or Mac.

 

Joe Woodard Presents

About the Conference Sponsors

 

Our sponsors are a critical component of the conference in that they:

 

 

Will Sponsors Present at the Conference?

 

Exhibitors will not present de-monstrations of their products during primary breakout sessions of the conference.

 

Dedicating breakout sessions to Intuit-centric topics allows us to provide more in-depth training on the Intuit product line. We have found that most Intuit Solution Providers and QuickBooks ProAdvisors make QuickBooks and other Intuit products a primary focus of their practices. As a result we want the conference to be 100% applicable to the consulting you offer your clients.

 

That said, we strongly encourage you to learn as much as possible about the QuickBooks-integrated solutions our sponsors offer. To do so you have two options:

 

*"Lagniappe" (lan-yap) is a Cajun slang word that means "bonus" or "on the side."

 

 

 

 

 

Method is a QuickBooks-integrated, web-based platform with industry-specific applications that you can customize extensively - with very little or no software development skills. Each Method account includes a web-based version of your QuickBooks data that you can access (like a portal) from any web-enabled PC or Mac. Changes made in either QuickBooks or Method are synchronized in real time.