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10 Things You Can Do Today to Help Your Clients Save Time and Money

10 Things You Can Do Today to Help Your Clients Save Time and Money. Use the Force Luke! Douglas Sleeter, Founder and President The Sleeter Group. About Doug Sleeter. CPA Practice Advisor Columnist, Successful Small Business Consulting Top 25 Thought Leaders, 2011 and 2012.

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10 Things You Can Do Today to Help Your Clients Save Time and Money

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  1. 10 Things You Can Do Today to Help Your Clients Save Time and Money Use the Force Luke! Douglas Sleeter, Founder and President The Sleeter Group

  2. About Doug Sleeter CPA Practice Advisor Columnist, Successful Small Business Consulting Top 25 Thought Leaders, 2011 and 2012 The Sleeter Group 700-member Accounting Consulting Group Author – Textbooks and Reference Guides Consultant to Software Developers Accounting Today Top 100 Most Influential People in Accounting for 2008, 2009, 2010, 2011

  3. The Old World Communication Accountant Client Accountant Travel or RDP Live Data Copies of Data Desktops/ Servers LANs/ VPNs Desktops/ Servers LANs/ VPNs E-mail or FTP Both Ways • Expensive • Complex • Must Coordinate with Client • Data Gets Out of Sync • Security Lapses Everywhere • Very Inefficient

  4. The New World Communication Client Accountant Browser or RDP Browser or RDP Manage Data Operations Timesheets Job Costing POS Dashboard Internet Cloud Bookkeeping Consulting Payroll Taxes CFO Services Dashboard Security Software Live Data • Anytime/Anywhere • Enhanced Security • Less Expensive • Data Always in Sync (Live) • Simplicity • Reduced Client IT Needs

  5. Chunkification of Business Processes Accountant Branded Secure Web Site GL, Reports & Dashboards

  6. Zero Entry Buyer Seller Customer Shops and Places Order Seller Receives Order Electronically Human Enters Order into Online Shopping Cart, or into POS, or Phones the Seller who Enters the Order Seller’s Cloud Solution Converts Order into Invoice and Sends Electronic “Bill” to Customer. Also sends order to fulfillment Customer’s Cloud Solution Converts “Bill” into a Payable Transaction and starts the payment approval process Human Review of Auto-Entered Data (Account, Dept., and Job Codes) Seller receives funds electronically in bank, and the Cloud Solution records the receipt in the accounting system Bookkeeper Reconciles Transactions (Human Review of Auto-Entered Data) Customer Initiates Payment via Electronic Bill Payment System

  7. How Zero Entry Changes Everything • For Bookkeepers • Very Little Data Entry (Not Zero, but Close) • Paperless Document Management Opt-in • Managing Data Flows Between Chunks • Reconciling the Pieces • For Accountants/Consultants • Evaluate, Compare, Evangelize (sell) • Install, Configure, Connect, Test, Monitor • Change Management Catalyst • Become a Lego Master Opportunity!

  8. Leading Clients Across the Chasm Technology Adoption Curve The Chasm Innovators 2.5% Early Adopters 13.5% Early Majority 34% Late Majority 34% Laggards 16% Based on Geoffrey Moore - Crossing the Chasm

  9. 2013 Awesome Applications • AvalaraAvatax • Bill.com • BillQuick • Cloud9 Real Time • Concur small business • QuickBooks Online • SmartVault • Xero • Zoho CRM www.sleeter.com

  10. Setting the Foundation • Go Paperless and get your clients paperless. • Organize Yourself - Use OneNote to organize all of those bits of important information that you need to remember • Improve meetings - Using LiveScribe to produce full reports of client meetings including audio recording of the conversations.

  11. Paperless • Dump the File Cabinets • Get Paperless – Stay Paperless • SmartVault • Fujitsu ScanSnap • Cannon Scanners • Adobe Acrobat • www.totallypaperless.com

  12. Microsoft OneNote or Evernote • Digital Notebooks • Secure sharing, collaborative, cloud or local

  13. Improve Meetings • LivescribeSmartPen • Record everything you write and hear. • Tap anywhere on your notes to replay the audio from that moment in time.

  14. Virtualize and Collaborate • “Virtualize Your Presence” - Use online meetings with clients including recording client consulting sessions. GoToMeeting.com, Google+ Hangouts • Collaborate - Use Google Docs for collaborative document creation with clients and colleagues.

  15. Virtualize Your Presence • Online Meetings • GoToMeeting/GoToWebinar • Google + Hangouts • Remote Assistance Tools • Remote Desktop • GoToAssist • LogMeIn • Instant Messaging • Google +, Yahoo Messenger, Zoho Chat

  16. Google Docs – Zoho Docs • Securely share collaborative documents, spreadsheets and presentations

  17. Secure the Fort • Secure Your Data Transfers – Use Dropbox, Box.com, Skydrive, Sharefile, or Google Drive to share files with colleagues and clients. • Get your clients’ QuickBooks files hosted in the Cloud or convert them to QuickBooks Online or Xero

  18. http://db.tt/pqhjD6d • Files automatically sync across multiple computers, and the Web when files change • Version history • Share folders • 2GB free / up to 100GB paid • Windows, Mac & Linux • Secure – • Transmitted via SSL • Stored with AES-256 encryption • SAS 70 certified • Mobile apps available & integrated

  19. Google Drive 5GB Free 10GB max file size Windows, Mac & Android Integrated with Google Docs

  20. On-line file storage and sharing across devices Supports Windows, iOS & Android today Integrated with Office 2010 menus 7GB – FREE!

  21. 5GB free SSL transmission / 128-bit encrypted storage Multi platform – Windows, Mac, iOS Folder independent File versioning Outlook plugin Great user experience! Administrative control

  22. Hosting QuickBooksin the Cloud • Cloud9 Real Time • Right Networks • Many others • Make sure you choose a Licensed Intuit Hosting Company

  23. Improve Productivity • Learn what CRM and project management tools are going to help you in your practice. Method CRM, Results CRM, Zoho CRM

  24. Deepen Client Relatinships • Use Bill.com to take AR, AP, and Cash Forecasting to the cloud.

  25. Multiple data flows across systems Accountant Business Link to bank Customers Sync to accounting software Vendors

  26. Zero Entry  Cash Flow Forecasting  Business Insight

  27. Transform Your Value • Use Dashboarding tools to develop deeper engagements with clients. QQube, Profitsee, WebKPI, Corelytics

  28. Thank You!Douglas Sleeterwww.sleeter.com925-416-6300Doug@Sleeter.com Accounting Solutions Conference Ceasars Las Vegas – November 3-6, 2013 Sleeter Group Consultants Network 700 Consultants in US, Canada Education (Seminars, Webinars, Books) Developer Consulting (Marketing and Product Strategy)

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