Joe Woodard Presents

Scaling New Heights 2013

An Advanced Training Conference for Intuit Advisors

 

 

 

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. Learn more at www.rightnetworks.com

 


 

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. Learn more at www.methodintegration.com

 


 

 

 

 

ScanWriter (developed by Personable) offers unprecedented Data Entry Automation features converting bank and credit card statements, receipts, bills, and more into QuickBooks entries in seconds! Supporting over 30 QuickBooks transaction types. Personable also develops SourceLink - an award winning document management solution for QuickBooks users and Workflow DMS for routing and managing document flow. Learn more at www.personable.com.

 


 

SpringAhead introduces Tallie, the fastest, easiest, and surprisingly friendly expense report software. Simply snap a picture of a receipt on your phone and let Tallie do the rest: receipt scanning, expense categorization, report generation, and more! Tallie even matches receipts with credit card transactions automatically. Just review your Tallie reports and submit. Tallie has powerful business features: it supports multiple levels of approval, works with payroll and harnesses the same seamless QuickBooks integration technology that powers SpringAhead Time & Billing. Learn more at www.springahead.com.

 


 

BigTime™ is a Web-enabled time and billing application for professional services firms that allows users to track time, expenses, projects, contacts, meetings, and messages. BigTime integrates with the software that you already use such as QuickBooks™, Microsoft Outlook™, and Microsoft Office™, as well as your preferred payroll systems. BigTime is also equipped with leading-edge business analysis tools that allow you to build custom reports and change screen views to accommodate your business processes. Learn more at www.bigtime.net.

 


 

 

 

 

 

Cloud9 Real Time is an Intuit Licensed Commercial Host offering a customized and privately labeled all-in-one virtual office solution. With advanced hosting solutions you can have an online portal with instant access to QuickBooks, Microsoft Office and your tax software or other applications - plus client data. On the forefront of cloud computing, Cloud9 Real Time offers QuickBooks hosting as well as custom virtual server creation. Never charging for storage, IT or maintenance, get your business on Cloud9 today! Visit us at www.cloud9realtime.com to learn more.

 


 

Pensmore is a software company that is solely focused on providing QuickBooks and QuickBooks Point of Sale users with a premier payments integration that is truly integrated. Offering QuickBooks users the ability to have choice with whom they process Visa, MasterCard, Discover & American Express transactions with today; Pensmore has partnered with premier payment providers such as Mercury Payment Systems. Beyond the incredible feature set that Pensmore offers, benefits of the integration include lower costs, incredible customer service (US based), free gift card programs that will further ensure that QuickBooks users not only receive a better payment platform, but also an overall better customer experience.

 


 

Uni-Data & Communications removes the headache of management of the desktop and applications from your environment. Uni-Data utilizes the latest virtualization technologies from partners Intuit, Microsoft and VMWare to create the appropriate environment for your company. Remote Desktops, hosted in our SAS70 type II data centers and featuring Microsoft Office® and QuickBooks® are available on a monthly subscription basis. Accessible from anywhere (even smart phones and IPads), these flexible, reliable windows desktops provide full software features and 24 x7 live, U.S. based support. Learn more at www.unidatait.com.

 


 

Concur is a leading provider of integrated travel and expense management solutions. By delivering electronic receipts directly into expense reports, Concur virtually eliminates the need to track and manage paper receipts. Automatically create expense reports from credit card charges and TripIt travel itineraries and seamlessly sync your expenses with QuickBooks via the Intuit Sync Manager. Concur takes this functionality to the next level with the Concur Advisor Program. Participating accounting professionals can quickly take control of their own expense reporting, better serve their clients and ultimately grow their practice. In addition, members may become certified and refer our services to their clients for additional rewards. Learn more at www.concur.com.

 


 

Bill.com is a bill management and online bill payment solution that allows you to manage payments in a paperless environment, to automate your payables workflow to pay bills online - all while integrating with QuickBooks financial software. Some features include the ability to digitize invoices and other documents, to track upcoming payments, to manage cash flow, and to pay vendors online via check or e-payment from any US bank account. Learn more at www.bill.com.

 


 

 

 

 

 

EssentialCFO is interactive - each chart can manipulated on the internet allowing for flexible data review and easy access to results. Each chart tells a story from the high level performance all the way down to the transaction level detail. All the QuickBooks data is at your fingertips. Accessing your data via Excel is just as easy as accessing it on the web. Want to access on the web and export to Excel? No problem, we have that covered as well. Learn more at www.essentialcfo.com.

 


 

 

 

 

With SmartVault, you get a single solution for managing your files and a custom branded document portal to share files easily and securely. SmartVault's unique Toolbar plug-in provides a seamless experience for scanning, viewing, and finding documents within the applications you’re already using, like QuickBooks®. SmartVault users enjoy: Easy file sharing and secure file storage, custom branded client portals, seamless plug-in for QuickBooks, built-in wizards for one-click scan and upload. Learn more at www.smartvault.com

 


 

InsperityTM Financial Services offers an array of products and services that provide accurate, timely and actionable information to simplify financial management and enable companies to focus on their core business. Whether a company needs support organizing its financial information, managing its books or obtaining working capital, Insperity Financial Services and its highly regarded customer service team provide innovative solutions. These offerings include financial intelligence through Insperity RevealTM and strategic alliances with GrowthForceTM, a provider of bookkeeping and controller services, and The Receivables Exchange, an online marketplace for selling accounts receivables. Click here to learn more.

 


 

Multichannel Order Manager (M.O.M.) is the leading eCommerce and PCI compliant order management software integrated with QuickBooks and built for eCommerce, multi-channel and distribution businesses. With over a million online shoppers daily, nearly ten million in gross merchandise sales every day, and the responsibility of continuously optimizing over $4 Billion in inventory, M.O.M. has earned a strong reputation in the industry. Learn more at www.dydacomp.com.

 


 

XpandedReports starts where QuickBooks reporting stops. XpandedReports allows you to save report changes as a reusable template, to create single click Pivot tables, and to combine data from different reports without a VLOOKUP, and to highlight just a few of the reasons to use XpandedReports. XpandedReports reduces the burden of learning another tool by expanding on QuickBooks reporting interface & features. Manipulate the data including the ability to sort, group, and subtotal on any column. Insert formulas directly into reports, and much more!  Learn more at www.xpandedreports.com

 


 

Legrand CRM enables businesses to put into place the systems & processes that will enable them to grow. Ideal for teams of 10 to 100 people, Legrand CRM is a very practical tool that will bring immediate improvements to your business operation. Legrand CRM is strong in account management, contact management, marketing, e-mail campaigns, quotation management, pipeline management, customer service and scheduling, plus it integrates with popular accounting systems to deliver a 360° view of all your business relationships and activities. Learn more at www.legrandcrm.com.

 


 

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. Learn more at www.fishbowlinventory.com

 


 

 

 

 

Wasp Barcode Technologies helps small businesses improve productivity, gain efficiencies and increase profitability. Wasp designs and sells complete hardware and software solutions that are ready-to-use and extremely affordable. Over 300,000 customers have gained significant benefit using Wasp solutions, including inventory tracking software, asset tracking software, time and attendance systems, Point of Sale (POS) systems, and an extensive range of barcode scanners, barcode printers, barcode software, barcode labels and supplies. Wasp provides the power of big business tools without the cost or complexity. Wasp will provide attendance tracking for Scaling New Heights, so the conference organizers can issue CPE certificates and track overall participation levels in sessions without the need for paper sign in sheets! Learn more at www.waspbarcode.com or call 866-547-WASP (9277).

 


 

 

 

 

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. Learn more at www.acctivate.com.

 


 

Agiliron is “The Complete Multi-Channel Commerce Suite for QuickBooks”.


Product-Based Businesses (E-Commerce, Retail, Wholesale) face significant hurdles to keep pace with the proliferation of sales channels (to have a presence everywhere customers shop) and the resulting complexity of operating the various facets of the business - products, sales, customers and fulfillment. Agiliron is squarely focused on addressing the technology needs of these businesses by delivering a customizable and easy-to-use integrated solution suite that enables them to operate/compete effectively and scale with ease. Learn more at www.agiliron.com.


 

 

 

 

CLEARIFY® provides business solutions, technology tools, and adaptable ideas to improve the scalability and bottom line for small businesses and mid-size companies by making it easier to get information to drive the decision making process. CLEARIFY® serves clients around the globe, and work with a variety of vertical industries, including construction, manufacturing, wholesale/retail, professional services, and franchise operations. CLEARIFY® is the developer of QQube™ which is a ground breaking data extraction technology that allows you to create reports and analysis in minutes. QQube™ eliminates the need to deal with ODBC drivers, tables, relationships and reverse engineering. Learn more at www.clearify.com.

 


 

Transaction Pro by Baystate Consulting is a suite of products for QuickBooks and QuickBooks Online users that provide the easiest and most powerful way to import, export and delete transactions and lists. Import data from Excel, text, Quicken, MS-Money, MS-Access files and ODBC compliant databases. Powerful options include the ability to import custom fields, import data by using a cross reference, e-commerce features, and automating the import process, to just name a few of the dozens of options available. Learn more at www.baystateconsulting.com

 


 

York Group BI, a software development firm, has created a new product line of business intelligence tools that interface with today’s leading ERP software packages for SMB’s and SME’s such as QuickBooks. The flagship product, Zeus BI™, fills the information reporting void currently experienced by SMB and SME firms: Affordable, easy-to-startup-and-use software that provides timely business intelligence without the need for extensive technical skills or consulting support. For the first time, York Group BI delivers to SMB’s and SME’s the ability to seamlessly and economically generate individual company or consolidated state-of-the-art business intelligence from the existing data in their business systems. Learn more at www.yorkgroupbi.com.

 


 

SPS Commerce (SPSC) has helped over 14,000 organizations, including over 4,000 QuickBooks customers, to be compliant with their upstream trading partners and do so without adding expensive infrastructure and personnel. SPS Commerce will explain how we help QuickBooks ISP’s, Pro Advisors, and VAR’s customers gain a competitive edge from supply chain efficiencies and the global network they inherit by utilizing SPS Commerce. SPS Commerce will also talk about our partner model and how Scaling New Height’s attendees can revenue share with SPS Commerce. Learn more at www.spscommerce.com.

 


 

Nexonia Inc. is a leading provider of web and mobile Expense Reports and Timesheets solutions that seamlessly integrate with QuickBooks. Nexonia solutions streamline the reporting and approval process, improve expense and payroll management and enhance operational efficiency. Our simple to use and highly customizable web app and fully-local mobile apps for iOS, Android and BlackBerry 10 support any currency and tax in the world and connect your QuickBooks, credit cards and travel management information.

QuickBooks integration only takes minutes and includes extensive configuration options. Customers, jobs, classes, vendors, credit card transactions, service items, payroll items, expense items, GL accounts, project assignment filtering are all supported, including more options for even more granular management, control and ease of use. Learn more at www.nexonia.com.

 


 

Citrix ShareFile allows you to create a custom-branded, password-protected space where you can exchange business files with clients easily and securely. Whether you need to send large files by email, conduct a secure file transfer or set up a collaboration space for project-related files, ShareFile has the solution for you. Learn more at www.sharefile.com.

 


 

NEXT is a CRM specifically designed for accounting software consultants and accounting professional. NEXT is built on Method technology and is tightly integrated with QuickBooks. NEXT is designed by Robin Hall - a highly renowned ProAdvisor and Intuit Premier Reseller and is based on her practical experience running one of the nation's leading accounting software consulting practices. NEXT CRM manages your relationships and interactions with leads and clients and also tracks cases, time, intra-office communications...and much, much more. Learn more at www.varcsolutions.com/next

 


 

Exact Online is business software that is easy to use, safe and reliable. With its industry specific solutions it helps to facilitate companies’ specific needs. Additionally, it provides possibilities for better collaboration and advice between accountants and their customers. Exact Online offers industry specific solutions: Exact Online Wholesale Distribution, Exact Online Manufacturing and Exact Online Time & Billing. Specifically for accountants Exact Online supports finance and accounting processes with full auditing control. Click here to learn more.

 


 

Infor is fundamentally changing the way information is published and consumed in the enterprise, helping 70,000 customers in 194 countries improve operations, drive growth, and quickly adapt to changes in business demands. Infor offers deep industry-specific applications and suites, engineered for speed, and with an innovative user experience design that is simple, transparent, and elegant. Infor provides flexible deployment options that give customers a choice to run their businesses in the cloud, on-premises, or both. Learn more at http://go.infor.com/jobshop/about.

 


 

TSheets is growing at a record speed, and is excited to be the fastest growing app in the Intuit App Center. Every second, somewhere in the world, an employee clocks in or out using TSheets time tracking software. The magic ingredient to their record-breaking success? They made tracking time enjoyable for employees. Even better, they created a cutting edge integration with QuickBooks. In just 1-click, businesses can export timesheet data for faster payroll, billing and invoicing. Employees can enter and manage time using a computer, mobile phone, tablet, GPS-enabled app, text, dial in and more. Engineering time tracking with employees at the heart of its application has made TSheets the #1 employee rated and requested time tracking software on the planet. Learn more at www.tsheets.com.
 


Demandforce (an Intuit company) bundles the marketing and communications tools that any business needs to succeed with customers today into one powerful web-based application that seamlessly integrates with existing workflow systems, works automatically, and delivers guaranteed results. We provide small local businesses--like salons, auto shops, chiropractors, dentists, and veterinarians--with affordable and easy access to the tools and platforms that large enterprises use to communicate with customers, build a strong online reputation and leverage network marketing.

 


 

Kabbage provides funding solutions for small to medium sized businesses who need to raise operating capital - for example to purchase inventory, hire additional employees, purchase equipment, etc. Kabbage is the simple friendly way for you and your clients to get funds to grow. You only incur a cost for the cash you or your clients take from your fund and only while those amounts are outstanding. Simple, easy and affordable funding. Learn more at www.kabbage.com.

 


 

If you wear more hats than you can count, Supporting Strategies is the perfect solution for your small business. Our team of highly trained experts can manage your business’s bookkeeping and more, freeing up time for you to concentrate on your core business. We support your business in a way that allows it to use the specific services it needs, only when it needs them – allowing you to grow at a pace and budget that works for you. Learn more at www.supportingstrategies.com.

 



 

Propelware develops integrations (i.e. bridges) between QuickBooks and a wide range of solutions (like Salesforce and e-commerce solutions). 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. Learn more at www.propelware.com.

 


 

LivePlan makes it easy to put together your financial projections. Your knowledge about your business combined with LivePlan's powerful forecasting tools will create a bulletproof business plan. Write your whole plan without ever having to look at a spreadsheet. LivePlan simply asks you questions about your business (and imports information from QuickBooks) and you plug in the answers. The calculations are done behind the scenes. Our team has a combined 50 years of experience creating business plans and business planning software, so you can trust LivePlan to do the math for you. Learn more at www.liveplan.com.

 


 

 

 

 

Wellspring Software is the developer of PrintBoss - a product that allows you to print checks on blank check stock. Even QuickBooks users with a single bank account will benefit, but companies with multiple bank accounts using PrintBoss do not have to maintain check stock for each account - and contracted bookkeepers providing outsourced services for multiple clients are in the best position to leverage the power of PrintBoss! And...PrintBoss has numerous applications/features beyond check printing. Learn more at www.wellspringsoftware.com

 


 

Using ShipGear for QuickBooks you can access your QuickBooks transactions directly from UPS WorldShip or FedEx Ship Manager! ShipGear® transparently connects to QuickBooks giving you live, accurate shipping information instantly. ShipGear can also update the order, invoice or sales receipt with freight and tracking numbers to improve customer service. ShipGear supports QuickBooks Pro, Premier and Enterprise versions 2009 - 2013. Learn more at www.vtechnologies.com/sgqb.

 


 

The HindSite Solution is field service management software designed to help small-to-medium service businesses manage scheduling and routing, contacts/CRM, work orders, and billing. Going paperless is the key component. HindSite’s entire system is paperless, built around field data collection (i.e. mobility) and seamless QuickBooks® integration. Learn more at www.HindSiteSoftware.com.

 


 

OneScreen is an easy to use cloud-based CRM designed for businesses running QuickBooks. With OneScreen, manage your contacts and activities, synch your QuickBooks account data, and quickly create and email quotes. And when your customer purchases from your quotation, easily export directly into a QuickBooks sales order or invoice.. All of your customer invoices can also be found in OneScreen, so your users can quickly search OneScreen by serial number, invoice number, item description or customer PO number. Learn more at www.onescreencrm.com.

 





 

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. Learn more at www.misysinc.com.

 


 

 

 

 

 

B2BGateway has been providing EDI solutions for QuickBooks users since 2001 and were among QB-integrated solutions to provide fully integrated EDI (no re-keying of data), the first with ASN support and the first to provide UCC-128 Shipping Labels. B2BGateway has provided EDI connectivity from QuickBooks users to every major retailer and manufacturer around the world.  Learn more at www.b2bgateway.net.

 


 

 

 

 

Mavenlink provides an online, collaborative project management system. Whether it is an organization managing remote teams of employees and external consultants, or a small professional services firm working with clients and subcontractors, everyone is looking for a simple but highly effective way to manage their business interactions. By bringing together capabilities like project management, real time collaboration, file sharing and management, time & expense tracking, invoicing, and online payments - all in one intuitive process- Mavenlink has finally created a single destination, an online workplace, where everyone can go to get work done. Learn more at www.mavenlink.com.

 


Unanet Professional Services Automation (PSA) software helps organizations that need to reliably plan, track and manage people and projects. Unanet provides resource requesting, resource management, project management, timesheets, expense reports, project accounting, billing and workforce collaboration.

Available either as an Enterprise license (self-hosted software), or in the "Cloud" (On Demand License), Unanet helps your organization better manage project, product and services work. Learn more at www.unanet.com.

 


 

QB Express – A POWERFUL Turnkey QuickBooks Seminar System to Simplify Client Acquisition. The QBExpress Seminar System includes an exclusive territory, comprehensive training materials to deliver an impactful QuickBooks seminar, a proven marketing system to fill the classes, a personal coach to help you launch the program in your market, inclusion on our dynamic co-op website and more. Put the demand for QuickBooks help to work for YOUR FIRM. Learn more at www.qbexpress.com.

 


 

 

 

 

 

T-HUB (developed by Atandra) is an easy to use Order Manager solution designed to integrate your ecommerce store with QuickBooks. If you are an ecommerce merchant selling on one or more websites and use QuickBooks to manage your operations, T-HUB will streamline your operations and save you lots of time to focus on growing your business.

T-HUB posts online orders to QuickBooks, print shipping labels/packing list, Update inventory from QuickBooks to your website. Learn more at www.atandra.com.

 


 

SwipeClock is an online electronic time and attendance solution for all businesses, large and small. It combines the convenience of online access with the familiarity of a conventional wall-mounted time clock and PC for time data collection. Our service is entirely online, so there's no software to buy, install, or upgrade.

 


 

Infinitely Virtual offers the widest array of products and services based on revolutionary hosted virtual dedicated server and cloud computing technologies. When you work with IV, you get a dedicated team of virtualization experts whose sole responsibility is to help you achieve your information technology goals with the most efficient, cost-effective solution available. Learn more at www.infinitelyvirtual.com

 


 

Checksforless.com is one of the best-known online brands for providing small businesses with QuickBooks compatible business checks, deposit tickets, envelopes, and other business banking supplies. It’s our goal to provide you and your clients with a convenient online destination that consistently offers the lowest price in the nation with 100% satisfaction - Guaranteed. Our affiliate program helps you offer your clients the highest quality business checking and deposit related products, without having to spend any additional time or resources servicing their orders. You receive a commission on every order and reorder as long as they remain a customer, while we do all of the work. Learn more at www.checksforless.com.

 


 

Accusoft‘s Prizm Capture, invoice processing application, provides an easy way to capture invoice information directly into a QuickBooks Online account. In three simple steps QuickBooks Online users can automatically extract invoice data from paper invoices and post them to their account. Learn more at www.accusoft.com/prizmcapture.

 


 

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 in real time throughout all of the professionals in your firm - all in a QuickBooks-integrated solution. Learn more at www.officetoolspro.com

 


 

HighJump TrueCommerce has been providing integrated EDI services to QuickBooks customers for over fifteen years, and is the only EDI solution selected by Intuit as “Preferred” for use with QuickBooks Enterprise Solutions. HighJump TrueCommerce has also earned Intuit’s prestigious Gold Developer status for QuickBooks Pro and Premier. QuickBooks users can trust HighJump TrueCommerce to make EDI painless with an integrated EDI solution that is easy to use and delivers unsurpassed value. Clear here to learn more.

 


 

At GHG Corporation our focus is on the customer, you. Our aim is to provide the best products and services such as our time attendance software that will add value to your company. Our employees must have the same commitment, they must be supported with the best tools and they must be provided with the best work place environment; GHG provides this. In short, GHG will go wherever our employees take us. If we take care of our employees, they will take care of our customers and all will be well. Learn more at www.ghg.com.

 


 

eBillity has been chosen by Intuit as the Time Tracking product of choice as they have since discontinued their own Time Tracking products (Click here for more information) eBillity's Time Tracker and Billing Manager works seamlessly with QuickBooks Desktop and Online versions so employees can log their time from Mac, PC, iPhone, iPad, Android, Windows 7 Phones, Desktop Widget, and Outlook. Admins approve their time and that time syncs into QuickBooks. eBillity ensures that all your firms' time is conveniently captured from any place, anytime! Learn more at www.ebillity.com.

 


 

QCommission is a powerful, flexible sales commission software. It calculates your sales people’s compensation accurately and reduces errors related to spreadsheets and manual methods. It allows you to calculate commissions as soon as the commission period is over and saves a lot of time. It can communicate calculated commissions in a detailed and clear manner. Learn more at www.qcommission.com.

 


 

 

 

 

Baus Systems has been providing programs that add the power of bar coding to QuickBooks since 2000. Their SmartScan product line adds barcode scanning and printing, verifies shipping and receiving, allows your clients to perform physical inventories and cycle counts. Using SmartScan your clients can increase their inventory accuracy and reduce costly errors - all at a fraction of the investment required to implement stand alone inventory solutions. Learn more at www.baus-systems.com.

 


 

Sageworks provides private company financial information and develops financial analysis solutions. By doing so, we hope to give people data they can understand and use, which helps them make better financial decisions. Implicit in our commitment to information and technology is the idea that an increase in the availability of information is equal to an improvement in how people use that information - an improvement in decision-making. Yet, despite having more information, individuals and organizations are still challenged with how to make better and more profitable decisions. Our company provides unique information and technologies that help people understand complex information and use it to improve their financial lives. Learn more at www.sageworksinc.com.

 


 

 

 

 

Results Software provides award-winning CRM and Business Management solutions. They help businesses grow and prosper by delivering a complete and flexible approach to business information management and business process automation for sales & marketing, service delivery, customer service, project management, timesheets, time-billing, renewal-billing, invoicing, order tracking - all with bi-directional QuickBooks and Outlook integration. Learn more at www.results-software.com

 


 

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. Learn more at www.qbornotqb.com.

 


 

 

DIGIEON is a leading provider of advanced information, imaging and document management software and services. DIGIEON offers the DIGIBookx Service which automates QuickBooks data entry ("Bookkeeping without a Key Stroke!") DIGIBookx converts invoices, bills, statements, Amazon and PayPal transactions, etc... into QuickBooks entries using advanced patented extraction technology and uploads these transactions into the user’s QuickBooks file automatically. DIGIBookx also provides tools to simplify review, audits and updates. Visit our booth to see a revolutionary new service, DIGIBookx On-line, that further automates the use of QuickBooks providing a dashboard showing workflow, authorization/approval and cash flow management! Learn more at www.digibookx.com

 


 

For over 20 years, Piracle has strived to combine security, dependability, and sustainability with our line of “Total Solution” payment management products. The popular Create-A-Check software seamlessly integrates with QuickBooks providing secure MICR check printing and ACH payment capabilities for QuickBooks users. Piracle is one of the world’s leading providers of secure payment solutions including Secure Printing Service (SPS), Portfolio Debt Manager (PDM), and Xpress Pay Stubs (XPS). Learn more at www.piracle.com.

 


 

Canon's full line of document scanners and check transports deliver high speeds, flexible and reliable feeding capabilities, and high image quality, affording users the ability to capture and convert hardcopy documents and medical records to digital images (EMR / EHR). By streamlining content and image management, tracking, distribution, and storage, Canon offers solutions that integrate easily into healthcare workflows, helping to improve costs, efficiencies, control, security and compliance. Learn more at www.scanningsuccess.com

 


 

 

 

 

SOS Inventory is an online software service providing inventory, order management, and manufacturing capabilities for QuickBooks Online. If you use QuickBooks Online and need better inventory control, order management, or manufacturing support, SOS Inventory is for you. Get sales orders, assemblies, serial inventory, multiple locations and more, all at a fraction of the cost of traditional manufacturing systems. Learn more at www.sosinventory.com.

 


 

PlanGuru is budgeting and forecasting software designed to help businesses and nonprofits make better decisions. Whether it’s a high level forecast for the bank or a detailed multi-departmental operating budget, PlanGuru can enable you (or your team) to produce a more accurate analysis in less time. Learn more at www.planguru.com.

 


 

TechAtlantis is a leading player in Tax, Finance, Education, Supply Chain, HRIS domain. TechAtlantis was founded in the year 2000 in Maryland State and running its operations from Maryland (two locations), Alabama and Arkansas. TechAtlantis team consists of highly skilled technical team members with average domain expertise of 5.5 years and CPAs and Accountants with average hand on business experience of over 7 years. TechAtlantis offers Tax, Finance, Education, Supply Chain, HRIS products and Technology Services for companies ranging from startups to fortune 500's. TechAtlantis supplies a broad range of IT applications solutions and services including; e-Business solutions, SaaS Solutions, Web Development, Mobile Application Development, Enterprise Resource Planning (ERP) Implementation and Post Implementation Support. Learn more at www.tax1099.com.

 


 

 

 

 

 

Bill & Pay is an affordable online invoice delivery and payment system. With Bill & Pay you can send QuickBooks invoices electronically and receive ACH payments online. The business’s customers provide payment authorization and view their billing history via an online customer portal. Key features for Bill & Pay include auto-syncing of invoices and payments with QuickBooks, ACH and credit card payment options, recurring payment authorization and auto-email reminders to customers based on the aging of each electronic invoice. Attractive partner program available. Learn more at www.billandpay.com

 


 

QuoteWerks is the market leading sales quoting and proposal solution with over 66,000 users in 101 countries. QuoteWerks provides the tools necessary to efficiently and accurately prepare, manage, and deliver interactive sales quotes to your customers. Rather than using QuickBooks, Microsoft Word or Excel to create your quotes and proposals, you can benefit from a tool that is specialized for the task of creating quotes and proposals. Learn more at www.quotewerks.com.

 


 

StoreVantage is a web-based, scheduling and CRM solution for QuickBooks POS. Fully customizable and easy-to-use, StoreVantage allows businesses to automate online booking, text & email appointment reminders as well as the collection of valuable feedback and broadcasting of positive reviews. Changes made in StoreVantage or QuickbooksPOS are synchronized in both systems saving you time and effort. Delight your customers & watch your business grow with StoreVantage. Start your Free 30-day trial today. Plans start at $25/m. Learn more at www.storevantage.com.

 


 

Santrio LLC, developer of Open for Business, is dedicated to serving the demanding needs of manufacturers, wholesalers, distributors, and warehouses through advanced web-based software services. We know the importance of providing software functionality that's easy to get started with and very easy to use. Like Intuit Inc., the makers of QuickBooks, we understand that your number one job is running your company, not running software. That's why every single Santrio feature was designed as part of a set of software services accessible anywhere, anytime over the Internet with nothing to install or manage. Learn more at www.santrio.com.

 


 

Webgility is an Intuit Gold certified software company that specializes in eCommerce integration, inventory management and order fulfillment. Webgility's flagship product, eCommerceConnector (eCC), integrates your online store with QuickBooks and your shipping processors to automate your online business. With eCC, you can automatically post orders to QuickBooks or Point of Sale, synchronize inventory and products, and generate shipping labels. Learn more at www.webgility.com.

 


 

Harvest is the leading time tracking application that's trusted by tens of thousands of businesses in over 100 countries. Employees can track and enter time from anywhere via web browser, desktop, or mobile device. Time entry is easy and accessible resulting in accurate timesheets for your records. When it's time for bookkeeping, timesheet data is sent to QuickBooks via seamless integration. For more information visit www.getHarvest.com.

 


 

AdvancePro inventory software was designed with your needs in mind. AdvancePro is perfectly suited for QuickBooks® users, wholesalers, distributors, online retailers, importers/exporters, 3rd party logistics warehouses, and any other inventory-based business. For any company that manages product, AdvancePro helps streamline all buying, selling, and shipping processes. This results in a more efficient and more effective workflow. Learn more at www.advanceprotech.com.

 


 

With Funding Gates, you will be equipped with the most effective & easy-to-use tools to reduce your delinquent receivables. From start to finish, with simple clicks, while still maintaining good relations with your customers. It's as simple as that because we love simplicity and we love small businesses. Learn more at www.fundinggates.com

 


 

 

 

 

 

 

Built with project oriented organizations in mind, Beyond Software makes it easy for you to manage projects and run your business. Beyond Software gives you project functionality - budget and time tracking at a task level, invoicing, and reporting (including profitability, utilization, and realization) to efficiently manage any project. With our integration to accounting software, like QuickBooks, you get project management and accounting in one easy-to-use system. Learn more at www.beyondsoftware.com.

 


 

 

 

 

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. Learn more at www.avalara.com

 


 

Pinnacle Cart is the award winning ecommerce application that synchs directly to QuickBooks, ensuring perfect accounting directly from the storefront with no user involvement required. It's a complete solution that allows your clients to easily sell through web, social, mobile and print with no programming experience needed. Learn more at www.pinnaclecart.com.

 


 

No matter what phase of business growth you are in – survive, grow or prosper - you have to avoid profit leaks in your business. These are lost dollars or opportunities to improve the revenue, cash flow, growth and value of your company. The Profit Experts stop your profit leaks and maximize profit opportunities hidden in your business. Think of The Profit ExpertsTM as your Chief Profit OfficerTM. You continue to focus on what you like and need to do in your business. They take care of the financial dynamics that are also critical to your success – all for a flat monthly fee that won’t break your budget. Learn more at www.profit-experts.com.

 


 

Headquartered in Chardon, OH and founded in 2001, e2b teknologies provides business technology and services to help distribution, manufacturing, service, and other businesses succeed in today's highly-competitive marketplace. Operating businesses include e2b enterprise, e2b anytime apps, and e2b calibration. Learn more at www.e2bteknologies.com

 


 

Ghost Partner really can write just about anything you need. Ghost Partner is a network of really smart, creative writers, editors and designers. Our forte is technical writing and project management. We would love to have you subscribe to one of our existing services IF that meets your needs.
Learn more at www.ghostpartner.com.

 


 

Fujitsu Computer Products of America, Inc. (FCPA) is an established leader in the Document Imaging industry, delivering innovative scanning solutions and services that enable our customers to solve critical business productivity issues and streamline operations. FCPA provides cutting-edge document capture solutions for business and personal environments, backed by a comprehensive portfolio of service and support programs. From tax returns to audits, ScanSnap scanners make going paperless a snap whether you're on the go, with a client, or in the office. Learn more at http://scansnapcommunity.com/.

 


 

We expect to have over 80 sponsors for Scaling New Heights 2013.

Check back later for additional listings.

Conducted in Cooperation with


June 23-26, 2013 - Orlando, Florida

About the Conference    |    Tracks/Sessions    |    Networking Events  |    Instructors    |    Sponsors    |    Questions    |    Location Info   |   Attendee Login  |    Register

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?

 

Scaling New Heights is an in-depth technical training conference. As a result we devote all of our conference general sessions and breakout sessions to in-depth product training that empowers you to expand and enhance the services you offer to your clients. Many of the breakouts at this event focus on Intuit products, but we also include in-depth training on selected products that integrate with QuickBooks - those developed by selected conference sponsors. Our training on these products is in-depth and is designed to equip you to consult with your clients who use or could potentially use the QuickBooks-integrated application.

 

We strongly encourage you to learn as much as possible about the QuickBooks-integrated solutions our sponsors offer. Specifically, we encourage you to:

 

 

Media Sponsors

 

 

Radio Free QuickBooks (or, as the cool kids call it: RFQ) is a live, online radio show that answers all your pressing QuickBooks questions. You can call in each Wednesday between 730-9:00 PM EST or you can email questions. We know not everyone uses QuickBooks, which is why we focus on other small business related subjects as well!  We will be doing LIVE broadcasts from Scaling New Heights this yeay! Learn more at www.radiofreequickbooks.com.

 

 

 

The most trusted information source for the accounting profession for over 40 years, Accounting Today offers the news and insight that public accountants need to guide their practices into the future, from the latest on accounting standards and tax regulations, to financial planning and cutting-edge technology.  The Accounting Today group publishes a monthly magazine, a daily online newswire, multiple single-topic Special Reports and the industry standard Top 100 series, as well as four industry-specific e-newsletters, countless CPE-accredited web seminars and an annual event exclusively for the public accounting profession. Look for us at various conferences throughout the year, online at www.accountingtoday.com and, of course, in your mailbox!

 

 

 

 

Sift Media strives to consistently offer cutting edge material to members of the accounting profession coupled with the creative advertising, marketing, and lead-generation options that deliver impactful results to our advertisers. Our mission is to make each online title the go-to source for its respective audience.

AccountingWEB (as Sift Media publication) provides news, tips, and opinions to CPAs and other accounting professionals, primarily within small-to medium-sized public accounting firms. Our mission is to provide timely and relevant insight to our readers, designed to make their work-lives more rewarding. Learn more at www.accountingweb.com.


 

 

CPA Practice Advisor (formerly The CPA Technology Advisor) covers today’s technology for tomorrow’s firm. Our mission is to serve, inform, educate and lead tax and accounting professionals in the areas of technology, workflow systems and best practices so firms can become more efficient, productive and profitable. We strive to connect with professionals using the most effective and diverse forms of media to provide in-depth reviews, interactive tools, insightful columns, timely features, and examinations of best practices and strategies. Learn more at www.cpapracticeadvisor.com