Joe Woodard Presents
Scaling New Heights
An Advanced Training Conference for Intuit Advisors
May 24-26, 2010 - Atlanta, GA
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.
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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.
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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 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!
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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.
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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.
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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.
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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.
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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.
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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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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.
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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.
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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.
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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.
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VARCBase 2.0 is THE complete practice management solution custom designed for both ProAdvisors and Intuit Solution Providers. Features of this robust practice management 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 hosted - making it accessible from any web enabled PC or Mac.
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.
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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.
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.
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.
BillQuick delivers time tracking, project management and billing while supporting professionals working from a PC, on a network and via web. With BillQuick you have the flexibility to exchange data via email, hand-held computers and cell phones from the field. BillQuick and its add-on modules allow a you to choose and customize capabilities that meet the needs of your own firm and your clients who need robust professional time & billing functionality.
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Nirvaha provides custom-configured quoting, commissions, billing and pricing - in a solution that integrates with both salesforce.com and QuickBooks. Among its many benefits Nirvaha serves as a value-added middleware that allows you to integrate QuickBooks and salesforce.com - while enhancing the quoting and commission tracking capabilities of both applications. This is a great solution for any client on QuickBooks who needs enhanced commission tracking and quoting capabilities - especially if the client also uses salesforce.com.
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Fast Trac Consulting is the first and only Advanced QuickBooks Certified ProAdvisor real estate expert dedicated to helping you and your client’s business grow through effective cost reduction and increased profit margins. Founder, Gita Faust has also authored numerous step-by-step guides including Manage Properties with QuickBooks®, which provides property owners and managers with integrated solutions for financial and property management.
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eFileCabinet, Inc. offers a suite of enterprise content management (ECM) products and services that help businesses and individuals work quicker, smarter and more collaboratively. eFileCabinet offers several core products designed to address essential business data needs including eFileCabinet, an EDM solution to store and manage important business documents and content, SecureDrawer, a client portal service to share and collaborate and Concentsus Online Backup to securely protect.
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growthforce provides outsourced bookkeeping and outsourced controller services to small and medium-sized businesses nationwide. Their outsourced bookkeepers input data - using QuickBooks - close the books timely every moth and provide reports (standard and customized) to the business on a regular basis. This level of outsourced bookkeeping provides both the client and growthforce's own outsourced controllers with critical, real time management data.
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MCF is a full-service Web 2.0 PaaS service provider. They empower maximize cloud computing PaaS tools to create efficient, low cost and highly effective Business Process Applications. Their solution design staff understands technology in business, and their technical expertise focuses on today’s leading development platforms. Among many other services MCF is one of the nation's leading design and development firms for Intuit QuickBase.
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From scanning the physical mail to routing the final documents to secure portals, Advanced Office Solutions is one of the nation's leading experts on workflow automation. The experts at AOS have the knowledge and experience you need to bring workflow automation to your firm and AOS also provides training and consultation services to empower you to consult with your clients. The strategies offered by AOS are proven to reduce overall operating costs through system integration, through integration with online document management and online backup systems...and much more..
About the Conference Sponsors
Our sponsors are a critical component of the conference in that they:
Keep our attendee registra-tion costs reasonably priced. In fact, our sponsors cover about 50% of your registra-tion fee!
Increase the quality of your conference experience by supporting networking activi-ties like our Stone Mountain hike and our onsite network-ing mixer.
Provide exposure (through their exhibits) to some of the most innovative QuickBooks integrated solutions for your clients.
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:
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.
Lagniappe* Track: Attend presentations in our "Lagniappe Track" Many of our exhibitors will present formal sessions on their products as part of this optional bonus track during the conference. Each breakout hour you can evaluate all of the other training options we offer and make the decision that provides you with the greatest value. We strongly encourage all attendees to participate in at least one session of the Lagniappe Track during the event.
*"Lagniappe" (lan-yap) is a Cajun slang word that means "bonus" or "on the side."