Joe Woodard Presents
Scaling New Heights 2012
An Advanced Training Conference for Intuit Advisors
June 17-20, 2012 - Nashville TN
Conducted in Cooperation with
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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
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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.
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Spring Ahead (formerly Virtual Software) offers online time entry and approval that is robust enough to handle the complex time capture needs of a staffing company, while being simple and affordable enough to meet the needs of the Mom & Pop professional service firm. Spring Head's time tracking system also meets the strictest DCAA standards for your clients with government contracts, and provides the ability to bill time based on the professional, the work performed and the client. Spring Ahead also 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. Learn more at www.springahead.com
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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
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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. |
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Concur Breeze provides expense reporting and tracking for small business through online, collaborative expense management systems. You can reduce data entry through credit card integration, track expenses on your smart phone using photos of your receipts and use expense codes to control the way expenses report within Concur Breeze. Learn more at www.concur.com
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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
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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
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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.
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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. Learn more at www.webkpi.com.
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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.
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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.
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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
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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.
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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
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Designed by accounting professionals, AuditMyBooks automatically assesses your clients' accounting records in a matter of minutes to detect errors and possible fraud. After reviewing the accounting transactions using proprietary analysis techniques, AuditMyBooks presents key findings in a management dashboard for review. The dashboard information is supported by detailed reports that allow you to further investigative high risk issues that may related to errors or fraud. Learn more at www.auditmybooks.com
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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 year on Monday 5/23 and Tuesday 5/24. Stop by our booth and register to win an appearance on the show! Learn more at www.radiofreequickbooks.com.
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The HighJump TrueCommerce EDI Solutions Group of HighJump Software offers an EDI (Electronic Data Interchange) Platform that is affordable, easy to set up and use, and scales seamlessly as your needs grow. TrueCommerce EDI Solutions are the only EDI platform that offers true one-stop shopping with everything your business needs for EDI compliance. Our EDI solutions integrate seamlessly with the leading ERP and business systems, and provide you with all components needed to implement EDI in your environment. With the TrueCommerce EDI Solutions you get a robust, complete and cost-competitive EDI system with no hassles. Learn more at www.truecommerce.com.
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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.
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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. Learn more at www.officetoolspro.com
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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.
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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
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With invoiceASAP you can create invoices, estimates and sales orders and accept payments from customers using mobile devices like the iPad and IPhone - with QuickBooks integration that synchronizes customers with QuickBooks and imports sales transactions into QuickBooks. invoiceASAP sends sales forms to the customer via email - with your company logo - with an optional geo-tag of the location of the field reps at the time they create the sales form. Learn more at www.invoiceasap.com. |
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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. |
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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
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
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For over 35 years, Checksforless.com has offered an exceptional value on business checks, deposit slips, business laser checks and other small business banking supplies. Our products include manual and software compatible business checks, deposit slips, business laser checks, deposit bags, tax forms, self-ink stamps and other accessories. Over 500,000 businesses nationwide have saved time and money with EiPrinting. Learn more at www.checksforless.com.
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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.
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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.
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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.
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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.
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Note: We will continue to add conference sponsors to this list throughout the coming months. Check back regularly for additional listings. |
About the Conference Sponsors
Our sponsors are a critical component of the conference in that they:
Keep our attendee registration costs reasonably priced. In fact, our sponsors cover about 50% of your registration fee!
Increase the quality of your conference experience by supporting networking activities.
Provide exposure (through their exhibits) to some of the most innovative QuickBooks integrated solutions for your clients.
Will Sponsors Present at the Conference?
Scaling New Heights is an in-depth technical training conference - not a trade show or expo. 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 like Method, Fishbowl, XpandedReports, ACCTivate, Transaction Pro Importer, Autofy and Crystal Reports. 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 application.
That said, we strongly encourage you to learn as much as possible about the QuickBooks-integrated solutions our sponsors offer. We encourage you to:
Maximize Your Time on the Exhibition Floor: You can visit the sponsor's booth on the exhibition floor where you can speak one on one with the developer or service provider, ask questions and request customized demonstrations.
Attend Power Breakfast Sessions: Many of our sponsors will present professional education sessions on business strategy, business development and general accounting technology. These topics will many times relate to the developers product. For example, Right Networks will present Power Breakfast topics on cloud technology and Personable will present Power Breakfast topics on small business process automation and paperless collaboration.
Stay in Contact with Sponsors after the Conference: If certain products fit well into your own practice or will benefit your clients you can work with the developer after the conference to learn more about the product, gain access to a trial version of the software or even join the developers reseller, consultant and/or affiliate programs.