Transcript QuickBooks Enterprise Solutions Introduction & Demo

Welcome
Please remember to turn off cell phones
CFO for Hire
Accounting Operations & Management
3 E-Comm Square
Albany, NY 12207
(518) 694-3021
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Contact Information:
Jim Lozano, extension 20 or [email protected]
Lynn Zeronda, extension 39 or [email protected]
Brian Wiese
[email protected]
(518) 813-9052
Today’s Objectives
1.
Provide you with a better understanding of all of
Intuit’s products so you can inform and guide your
clients more effectively.
2.
Show the distinct differences between QuickBooks
Pro/Premier and Enterprise Solutions.
3.
Dispel the myth that Enterprise Solutions is designed
for “bigger” small businesses and not a viable midmarket product.
4.
Outline NEW add-on suites to Enterprise and 3rd
Party add-ons along with add-on services for all
QuickBooks products.
25th Hour Accounting
Technology Consultants
► Wayne
Higdon, Advanced Certified
QuickBooks ProAdvisor and QB Add-on
Specialist
► Micki Mauger, Certified ProAdvisor &
Certified POS Advisor
www.25thhour.biz
518-489-4365
Top Five Technologies
for you and your clients
Wayne Higdon
► a.k.a.
“I didn’t know you could do that!”
#1: Multiple Monitors
► QuickBooks
on one screen, Excel & Word
on another, and Outlook on a third
► Easy to add with new USB technology to
link up to six displays… USB VGA Adapter
for Multiple Displays by EVGA $35 - 70
#2: Unified Communications
► Hosted
Outlook Exchange – email,
contacts and calendar always in sync with
PC, PDA and web access. www.apptix.com/
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Want it for free…look for webmail that supports IMAP (not POP)
► Fax-to-email
and voicemail-toemail…everything to your inbox
http://www.25thhouraccounting.com/ourvirtualoffice/faxvoicemail.html
#3: Desktop Search
► Unified
desktop search works with Outlook
email & contacts and every document on
your PC (free)
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2.
3.
Google Desktop http://desktop.google.com/
Copernic Desktop ($) http://www.copernic.com/
Windows Search (add to XP, included with VISTA and Office 2007)
http://www.microsoft.com/windows/products/winfamily/desktopsearch/default.mspx
#4: Virtualization
► Microsoft
Virtual PC 2007, or
► VMware Workstation https://www.vmware.com/
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3.
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5.
Run two different operating systems on one PC…run XP
applications on the upcoming Windows 7
Create safe software testing environment
Create demonstration virtual machines
VMware Fusion runs Windows on a Mac
Server virtualization improves stability and eliminates
need for multiple server machines
#5: Windows Home Server
A network server for small business for $500 to $800 bucks
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Digital pictures, songs and video stored in a
central location, shared across network
Computers backed up daily; automatically
restore lost files or even entire hard drive
contents
Complete access to files from both inside and
outside the home/office
A website address for sharing photos and
videos similar to Flickr, Shutterfly & Snapfish
http://www.microsoft.com/windows/products/winfamily/windowshomeserver/default.mspx
QuickBooks 2009
family of products
Wayne Higdon & Micki Mauger
QuickBooks 2009 Family
Online Free
Online
Edition
Online Basic - $9.95/month
Online Plus - $34.95/month
•Free version – Up to 20 customers
•Basic $9.95/mo – unlimited customers, vendors & items
•Plus $34.95/mo – adds budgeting, time tracking, Class tracking,
recurring billing, automated online banking daily download, export to
Excel, track multiple locations, print 1099s
QuickBooks 2009 Family
Simple Start
Cash basis books
(great for the small “shoebox” client), plus
customer invoicing
• Free version – up to 20 customers
• $99 version
Quicken vs. QB SimpleStart
QuickBooks 2009 Family
QuickBooks
Pro
QuickBooks
For Mac
$199.95 per license
2 – User $379.95
3 – User $549.95
$199.95 per license
QuickBooks 2009 Family
QuickBooks
Premier
$399.95 per license
2 – User $749.95
3 – User $1,099.95
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Industry Specific
Editions
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General Business
Accountants Edition
Manufacturing/Wholesale
Contractors
Professional Services
Retail
Nonprofits
Sample: Wholesale Edition
Online Access to QuickBooks
 QuickBooks
Online Edition
 LogMeIn or GoToMyPC on your desktop
 Remote Desktop built into Server 2003/2007
 Microsoft Terminal Services on a server
 Outsourced hosting by InSynQ
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Contact Wayne for hosting $65/mo/userthat includes IT Support:
http://www.25thhouraccounting.com/ourvirtualoffice/onlineaccounting.html
 Method
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custom input forms
Comparison Chart
http://quickbooks.intuit.com/product/accounting-software/quickbookscomparison-chart.jsp
QuickBooks 2009 Family
QuickBooks POS
$299.95 - Software
$799.95- Cash Register Plus
Cash Register Plus – NEW!
with Peripherals Bundle
$1,499.95 - Intuit-HP Retail
Solution with Cash Register
Plus
QuickBooks 2009 Family
QuickBooks POS
$799.95 - Software
POS Basic 8.0
$1,499.95- POS Basic with
Peripherals Bundle
$1,999.95 - Intuit-HP Retail
Solution with POS Basic
QuickBooks 2009 Family
QuickBooks POS
$1,199.95 - Software
POS Pro 8.0 –
Single Store
$1,899.95- POS Pro with
Peripherals Bundle
$2,499.95 - Intuit-HP Retail
Solution with POS Pro
QuickBooks 2009 Family
QuickBooks POS
$1,599.95 - Software
POS Pro 8.0 –
Multi Store
$2,299.95- POS Pro Multi Store
with Peripherals Bundle
QuickBooks 2009 Family
Enterprise
Solutions
$3,000.00 - $13,000.00
5 to 30 Users
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Industry Specific
Editions
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Accountants Edition
Manufacturing/Wholesale
Contractors
Professional Services
Retailers
Nonprofits
Q&A
QuickBooks Family
Enterprise Solutions
Brian Wiese
QuickBooks vs Enterprise Solutions
What does QBES have that Pro/Premier do not.
 Multiple
company financial reporting
 Built
in ODBC driver for enhanced reporting
capabilities
 Much
more robust security settings for users.
QuickBooks vs Enterprise Solutions
What does QBES have that Pro/Premier do not.
 Ideal
for Terminal Server environment.
 Intuit
Statement Writer and Employee
Organizer features included.
 Intuit
Full Service Plan – Includes unlimited
tech support with Intuit and all software
upgrades.
QuickBooks vs Enterprise Solutions
What does QBES have that Pro/Premier do not.
 Greater
Scalability – 5 to 30 user licenses.
 Handle
much larger data files.
 Greater
efficiency in network environment.
 Enables
larger names and items lists (up to 1
million names and 1 million items.
QuickBooks vs Enterprise
Solutions
What does QBES have that Pro/Premier do not.
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Intuit Business Analysis ES
 NEW
Add-on Modules
1.
Intuit Sales Management ES (Still in Beta)
2.
Intuit Field Services Management ES
3.
Intuit Warehouse Management ES
Enterprise Solutions 9.0
Full Service Plan Features
Latest Product Upgrades
Dedicated 24/7 Technical Support
Custom Reporting Services
Interactive Training Tools
Online Backup Service
Data Protection Services
One free seat for each of the add-on
suites.
Enterprise Solutions 9.0 Pricing
5 License (New User) - $3,000.00
Annual Full Service Plan - $750.00
10 License (New User) - $5,000.00
Annual Full Service Plan - $1,200.00
15 License (New User) - $7,000.00
Annual Full Service Plan - $1,600.00
20 License (New User) - $9,000.00
Annual Full Service Plan - $2,000.00
25 License (New User) - $11,000.00
Annual Full Service Plan - $2,400.00
30 License (New User) – 13,000.00
Annual Full Service Plan - $2,800.00
About Your Clients
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If you’re clients are outgrowing QuickBooks Pro or Premier,
they may need…
 More users
 Tighter user permissions
 More list capacity for tracking inventory and customers
 Better performance with large data files
 Advanced reporting
 Scalability as your business grows
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If you’re clients are considering switching from another
accounting solution, they may be looking for…
 Real-time access to your data
 Software that’s easy to learn and easy to use
 Low cost of ownership
 Help migrating your existing data to your new software
Q&A
Enterprise Solutions
What’s New in 09?
Brian Wiese
What’s New With QuickBooks 2009
New Features For ALL QuickBooks
Accounting Software
Multi-Currency Capabilities – Client’s will now be able to convert
foreign currency into their “home currency” simplifying the
accounting in international business.
 Intuit QuickBooks Time Tracker – Improved time tracking of billable
and non-billable hours.
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QuickBooks Instant Messenger – Now employees can communicate
right within the QuickBooks file with all who are signed in.
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Improved Bank Reconciliation – New data sorting capabilities. You
can now sort by check #, date, amount, payee, and other column
headers.
What’s New With QuickBooks 2009
New Features For ALL QuickBooks
Accounting Software
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Improved Online Banking – Improvements in functionality, setup, and
now “re-naming logic” enables easy transition from transitioning
online transactions to payee info in QuickBooks.
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Improved Multi-user Functionality – Perform backups in multi-user
mode.
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Company Snapshot – New feature that brings in most widely utilized
financial information in one central window.
What’s New With QuickBooks 2009
New Features Exclusive To Accountant’s
Edition
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Client Data Review - Powerful tool that streamlines the review
process of your client’s data file. Feature can be turned on in
other QuickBooks products by the setup of the new “External
Accountant” user.
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Accountant’s Copy Enhancements – Improvements made to
client data importing and added account mapping of fields in
the 1099 form.
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Intuit Statement Writer – Stand-alone module that replaces the
Financial Statement Writer. Additional Fee $149.95. Free with
Enterprise Solutions 9.0.
What’s New With QuickBooks 2009
New Features Exclusive To Enterprise
Solutions
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Employee Organizer – FREE with QBES 9.0
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Intuit Statement Writer – FREE with QBES 9.0
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More Licenses For Growing Clients – Expanded to 25 or 30 user
licenses now available with QBES 9.0.
What’s New With QuickBooks 2009
New Features Exclusive To Enterprise
Solutions
New Line of Business Add-On Solutions:
1.
Sales Management ES – Enables client’s sales force to
manage critical info needed to handle their sales pipeline.
(Still In Beta Testing)
2.
Field Service Management ES – Great product to streamline
the processes for the service based, work order driven client.
3.
Warehouse Management ES – Enhances the inventory
module by adding features to handle lot/serial # tracking
and multi-location controls.
Note: One free seat of each solution is provided with the full
service plan.
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Q&A
What’s New
BREAK TIME
QuickBooks Add-Ins
► Accessed
within the software
► Advertised in the program
► From Intuit, often with a partner
► Usually at additional cost
QuickBooks Add-Ins
QuickBooks Add-Ins
QuickBooks Add-Ins
QuickBooks Merchant Services
► “Intuit
Payment Solutions”
http://www.25thhouraccounting.com/workefficiently/acceptcreditcards.html
QuickBooks Merchant Services
http://mobilepayment.intuit.com/?p_prioritycode=GP_handset
► Competitive
rates…contact Wayne or Brian
to get the best deal
Payroll Options
► #1:
Use a payroll service
► … then download transactions, or use a
summary journal entry, or use Write
Checks, etc. etc.
► Use a ‘zero dollar’ check to allocate costs to
Jobs and/or Classes
Payroll Options
Payroll Options
Payroll Options
Payroll Options
Late breaking news: Intuit had just acquired PayCycle, the leading online payroll
service. The future of Intuit Online Payroll.
Payroll Options
► Pay-as-you-go
Work Comp Insurance…put
an end to up-front deposits and audit
adjustments
How it works:
1. You run your payrolls through QuickBooks®
2. Utility automatically uploads your payroll data
3. calculates the exact premium for that payroll period
4. draws the premium payment from your bank account
Contact Wayne, who will work with a Hartford agent to get this set up.
Q&A
Add-in
• Merchant Service
• Payroll Options
•
Enterprise Solutions
 NEW
Add-on Modules
1.
Intuit Sales Management ES (Still in Beta)
2.
Intuit Field Services Management ES
3.
Intuit Warehouse Management ES
http://enterprisesuite.intuit.com/
= Vans
= Trucks
= Desk Jobs
Industry Size
When should you position which of these three fine Intuit applications?
The answer is simple. It is all in what they drive:
Intuit Field Service Management is for folks in VANS (Multiple work orders in one
day)
WorkTrack TimeCard for Intuit Payroll is for folks in PICK-UP TRUCKS (One job for
multiple days)
Intuit Time Tracker is for DESK JOCKEYS, aka butts in office chairs
Intuit Field Service Management – VANS
► When the repair guy rolls up to the curb, he usually gets
out of a van.
► These are the targets for Intuit Field Service Management.
Typically these plumbing, HVAC, electrical or other
specialty trade types do multiple work orders a
day installing, repairing, and/or maintaining customer's
equipment.
► The solution benefits of getting more jobs done every
week, getting paid faster and tracking payroll better make
this solution very compelling for that “Van” market.
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Sweet spot industries
What does it do?
Work Order
Payment
Mobile Time Card
Service Agreements
•Dispatch
•Invoice
•Capture
•Contracts
•Do
•Pay
•Synch
•Schedule
•Document
•Process
•Approve
•Perform
Base
Module 1
Module 2
For Pricing On These Products Contact Brian – [email protected]
How To Improve: Get Rid Of
Paper
Workflow
Current Solutions: White Board &
Front Office
Pain: scheduling,
visibility of techs
Customer
Field
Back
Office
Pain: poor
quality of service
Pain: Double-entry
Pain: coordinating status
into QuickBooks,
& details with front office
Maintaining good cash flow
Work Order
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WorkTrack TimeCard for Intuit Payroll – TRUCKS
Have you ever noticed that most of the trucks at a job site
are pick up trucks?
These are the targets for WorkTrack TimeCard for Intuit
Payroll. Typically these construction, contractors,
landscapers types have hourly workers on multiday jobs.
The solution benefits of mobile payroll data collection,
automated invoicing, real time job costing and GPS
tracking really make this solution compelling for the Pick
Up Truck market.
Industry and SIC Codes
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Do you have hourly workers in the field?
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• Lawn and Garden, Shrub and Tree Services (782, 783)
• General Contractors-Single-Family Houses (1521)
• General Contractors-Residential, Other Than Single-Family (1522)
• Operative Builders (1531)
• General Contractors-Non-residential Industrial (1541, 1542)
• Highway and Street Construction Except Elevated Highways (1611)
• Bridge, Tunnel, and Elevated Highway Construction (1622)
• Water, Sewer, Pipeline, and Communications, Power Line Construction
(1623)
• Heavy Construction, Classified (1629)
• Painting and Paper Hanging (1721)
• Masonry, Stone Work, Plastering, Drywall, Insulation (1741, 1742)
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What is WorkTrack Timecard for Intuit
Payroll
A Web & Mobile solution that extends Intuit Payroll out into the field
Today
Tomorrow
Process
Payroll
Measure
Profitability
66
Easy
Difficult
Track
Employees
Do Your Customer Feel These
Pains
Get Job Time Job Profitability/Costing
In Real Time
Billing Delays & Disagreements
TimeCard
Payroll Errors
Get Your Payroll
Right
TimeCard Plus
Payroll Delays
Paperwork Burden
Payroll Validation
Track Your Workers and
Crews
Time Theft
Where Are They
67
67
Our Three Promises to the Customer
Get Job Time
In Real Time Job Costing In Real Time
Auto Labor Invoicing
TimeCard Plus
TimeCard
Auto Payroll Entry
Get Your Payroll
Right
Auto Calculate Overtime
Review Time Cards Online
Track Workers and Crews With GPS
Track Your Workers and
Crews
Access Real Time Worker Job Status
Assign Workers To Teams and Jobs
68
68
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Intuit Time Tracker – Desk Jockeys
Intuit Time Tracker handles office employees and
contractors submitting timesheets over the Web.
All of these solutions tie very
nicely to:
►Intuit’s
Assisted Payroll Service
►Intuit’s
Merchant Service Solution
Enterprise Suite
Q&A
QuickBooks Add-On
Integrated Software
► Software
from other publishers
► “Vertical Market” products for
specific industries
► “Horizontal Market” utilities and
programs serve many industries
► Find them at:
http://marketplace.intuit.com/
Vertical Add-Ons
Product-based businesses using inventory:
All Orders by NumberCruncher, starting at $949 but
typically at least $2,500 plus $2,500 for training
 FishBowl Inventory, starting at $1895 but typically at
least $5,000 plus the same for training
 Retailers use QB POS or AccuPOS or software specific
to their niche
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The products may add FIFO/LIFO valuation, serialized
items, bar code scanning, multiple warehouses, CRM
Find more info at 25thhour.biz and http://marketplace.intuit.com
Vertical Add-Ons
Professional Services billing for time:
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BillQuick by BQE, starting at $495 per user
BigTime by Attison’s Attic. $895
EZtime for web. $3.99 per user per month
GetMyTime. $2.75 per user per month
The products may add time tracking, Web & PDA
versions, Outlook sync, time billing against retainers,
contact and calendar management, project task
tracking. They usually do the invoicing, then send
information to QB
Find more info at 25thhour.biz and http://marketplace.intuit.com
Vertical Add-Ons
Other industries with specialized needs:
Property Management…units, vacancies, leases
 Construction/Contractors…estimating, AIA forms
 Hospitality…room reservations
 Nonprofits…accounting and fundraising
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Find more info at 25thhour.biz and http://marketplace.intuit.com
Add-Ons for All
“Horizontal Market” utilities and programs
that serve many industries…
► Mini utilities such as for shipping and
label printing
► Full applications such as for Customer
Relationship Management (CRM) and
‘paperless office’
Find more info at 25thhour.biz and http://marketplace.intuit.com
Software that works with Quickbooks
Utilities
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DYMO LabelWriter Twin Turbo
Deposit Now! Checks deposited online
A/R Connection collection calls
PrintBoss or MultiChax printing on generic
check stock
Xpanded Reports, QOBDC Driver,
AccessBooks, QReportBuilder
Data Transfer Utility, Transaction Pro
Importer, Beginning Balance Transfer, etc.
www.25thhour.biz
Software that works with Quickbooks
SmartVault
a combination
desktop and online
solution
1. Scan to PDF
2. Attach to QB
transaction
Also: backup your QB
file; access documents
via web; share with
accountant
http://www.25thhouraccounting.com/ourvirtualoffice/paperlessquickbooks.html
Software that works with Quickbooks
http://www.25thhouraccounting.com/ourvirtualoffice/onlinebillpay.html
Software that works with Quickbooks
Other ‘paperless’ options
SourceLink – desktop software with optional
approval flow routing (www.25thhour.biz)
o FormCliQ – scanning software that also reads
so it can pre-fill your QB transaction…best for
repetitive data entry (www.formcliq.com)
o Most CRM and Time Billing packages include
the ability to attach documents to customers
o
TIP: Buy a fast scanner with document feeder
and place it close to your desk
http://www.25thhouraccounting.com
Software that works with Quickbooks
Customer Relationship Management
http://www.25thhouraccounting.com
Software that works with Quickbooks
Customer Relationship Management
http://www.25thhouraccounting.com
Software that works with Quickbooks
Customer Relationship Management
► Pricing
example:
3 full users plus 7 remote users = $5,300
(include one year support plan)
Contact Wayne for more information and
pricing quotations.
http://www.25thhouraccounting.com
Software that works with Quickbooks
Customer Relationship Management
► Other
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CRM options include:
CircleDog CRM single-user $299
(Coming soon: QuickBooks Customer Manager
Online from Intuit)
LeGrand CRM
Various industry-specific packages such as
BillQuick for professionals and Fishbowl for
distributors
Outlook with Business Contact Manager
http://www.25thhouraccounting.com
Software that works with Quickbooks
Web Shopping Cart eCommerce
ECommerce shopping cart software for
QuickBooks users! Real-time syncing of product,
inventory, pricing, customers, transactions and
more. ONE TIME COST WITH NO RECURRING
FEES! (most others charge per month.) Pricing
Starts At $798.00 for a very small store, $1198 for
average store (includes setup consultations)
http://www.25thhouraccounting.com
Add-ons
Q&A
Reports
► How
the software can be used to maximize
the use of reports, and how the use of
experts in the software can be of benefit
Client: Ambulance Sales
Company
Challenges
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An unorganized chart of
accounts
Unable to easily track
individual ambulance sales and
service
No way to track the
profitability of each sale
Needed the ability to track
inventory to ensure key items
were on hand at all times
Actions
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The Chart of accounts was numbered and
subsets added
Customers are now set up with Jobs attached
to them.
Each Job represents an ambulance sale and
the subsequent service work provided
“Classes” are now used to track New
Ambulance Sales, Service Work, Warranty
Work and Operations
Inventory Items have been set up in the system
and purchase orders are now created when
orders are placed to ensure all costs
associated with each job are accounted for
Client: Sewer Disposal Utility
Provider
Topic: Convert a Client to Quickbooks

Situation
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A provider of utility disposal sewer lines in a
Suburban area of upstate ny
Over 2,000 customers who are billed for
quarterly service
Lacking a sound financial reporting process
for management to track revenue & expenses
Challenges
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Help the company move from an
antiquated DOS based software to
Quickbooks
Organizing all 2,000+ customers in QB
for ease of tracking and reporting
Ensuring that customer history
reports were accurate and kept up
with ever changing owners of
properties
Actions
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Identified property owners as the job
related to the customers which were the
physical address
Provided the ability to change property
owners (jobs) of the properties
(customers) as the properties we sold to
new owners
Helped the client prepare accurate
customer reports based on actual
customers serviced
Gave customer better tracking of
accounts receivable which led to a more
expeditious process for account
collection
Closing Remarks
► Lynn/Jim
► Wayne
– please join our group at
Meetup.com for notice of future meetings
► Brian – lunch session
If you are interested in seeing a demo of any software
discussed, please see one of us. We can answer quick
questions now, and schedule demonstrations for another
time at your convenience.
LUNCH TIME