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Joe Woodard Presents

"QuickBooks Consulting & the Mid-Market"

 

Our new practice management and practice development track focuses on the unique challenges associated with QuickBooks consulting (as compared to other accounting or consulting services).

 

Providing QuickBooks consulting services to the mid-market (businesses with 5 to 50 million in annual sales) also has unique challenges addressed by this track.

 

 

Some of the topics covered
in this track include:

* Filling Your Pipeline: Proven strategies for marketing Intuit software and related consulting services.

* Clearing Your Pipeline: Best selling strategies around QuickBooks consulting and best practices for managing the long term sales cycle that is typical when working with mid-market leads.

* Needs Analysis & System Design: Pre-Implementation Strategies. Determine which Intuit products will work for your clients and under what specific conditions. Overcome non-starters by supplementing QuickBooks with a wide-range of integrated applications.

* Excellence in Consulting: Implementation and General Consulting Strategies that will provide your clients with the highest quality service and your firm with significant increases in efficiency, productivity and profitability.

* Maximizing the Client Relationship: Post- implementation strategies that increase value for your clients and enable you to generate additional revenue from existing client relationships.

Training on QuickBooks & QuickBooks Enterprise Solutions

 

Intermediate QuickBooks Training

 

Scaling New Heights 2010 will include a new intermediate track for accounting professionals, ProAdvisors and Intuit Solution Providers who need feature-specific training or who have less than 2 years of QuickBooks consulting experience. Sessions in this track will provide end-to-end training on the more feature-rich areas of QuickBooks like Inventory, Payroll, Online Banking...and more. Our intermediate session titled "What Every Intuit Advisor Should Know about QuickBooks" unveils little known QuickBooks facts that might surprise even the most seasoned QuickBooks consultant!

 

Advanced QuickBooks Training

 

Scaling New Heights 2010 will continue to offer advanced, cutting-edge sessions for the highly experienced Intuit Advisor and/or Advanced Certified ProAdvisor. Advanced sessions will empower you to consult within the mid market, to "stretch" QuickBooks with tricks and workarounds, to troubleshoot client errors and to meet the needs of specific industries using QuickBooks.

Method Training and Certification

 

You may not know it yet, but Method could be one of the best "take-aways" of your conference experience.

 

Simply put, Method is a free-form database hosted in the cloud. Every Method account includes screens that link to QuickBooks (e.g. Edit Customer, Create Invoice, Enter Bill, etc.) and you can edit these screens extensively or create screens of your own.

 

This very practical certification course will empower you to provide new consulting services for your clients!

 

Just a Few of the Hundreds
of Practical Uses for Method:

 

*  A turnkey online portal for         QuickBooks desktop

*  A way to expand the capabilities of QuickBooks by adding unlimited custom fields to transactions, extensively redesigning forms (e.g. for industry-specific invoicing), allowing 100s of people to access QuickBooks data real time, etc.

*  A third party portal so your client's customers can view their account information on your client's website.

*  A real time access point for you to make corrections to your client's data, enter journal entries and even print financial statements.

*  A platform for designing applications that integrate with QuickBooks

*  A pre-built (but customizable) CRM and sales system that is pre-integrated with QuickBooks and Outlook.

...and more

Training on Intuit Products

 

QuickBooks &
QuickBooks Enterprise Solutions
(See Section Above)

 

Intuit QuickBooks Point of Sale

Scaling New Heights 2010 will include sessions from the basic to advanced level on QuickBooks Point of Sale. Selected sessions will prepare you to take Intuit's Point of Sale certification exam.

 

Intuit Field Service Management ES

Intuit Field Services Management ES (developed by Corrigo) is a powerful add-on option for any business with field service teams like HVAC contractors, onsite repair service companies, and delivery companies, etc. All sessions will prepare you for Intuit's Level 1 and Level 2 certifications.

 

Intuit Warehouse
Management ES

Intuit Warehouse Management ES (developed by Accucode) expands QuickBooks inventory tracking to include multi-location tracking, serial number/lot tracking, bar code scanning and FIFO picking. All sessions will prepare you for Intuit's Level 1 certification.

 

Intuit QuickBase

QuickBase is one of Intuit's best kept "secrets." This powerful, highly scalable online database includes fully designed templates for project management, sales management, CRM - and 100's more. The database if free form - allowing you to extensively modify the pre-built applications or build your own management process excellence tools from the ground up. All sessions will prepare you to take Intuit's QuickBase Certification Exam.

 

 

 

Fishbowl Inventory Training and Certification

 

Fishbowl Inventory is the #1 selling inventory management solution designed to work with QuickBooks. This track will give you the essentials necessary to confidently communicate the capabilities of Fishbowl and to conduct simple to intermediate level implementations of the product.

 

This very practical training will empower you to earn Level 1 certification on Fishbowl and to provide new consulting services for your clients!

 

 

 

Equip Yourself to Provide the Following for Your Clients:

 

* Barcode Scanning

* Serial Number Tracking

* Lot Tracking

* LIFO & FIFO Valuation

* Barcode Label Printing

* Multi-Location Tracking

* Intra-Company Transfer Orders

* Multi-Location Accessibility

* Point of Sale

* Asset Tracking

* Advanced Picking Processes

* Advanced Packing Processes

* Advanced Shipping Processes

* Cycle Counting

* Work Orders (Manufacturing)

* Advanced Manufacturing Processes

* Advanced Inventory Reporting

...and more