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Newsletter

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March 2010
 Message from Doug  

I hopeDoug Sleeter all of you are doing well with the crunch that always comes this time of year. Of course, these busy times are a good time to re-focus on how much efficient technology and business processes can make the difference between success and, well, something less than that.

By now, you may have heard about Intuit’s Hosting Program, announced a few weeks ago. With the arrival of this long-anticipated program, we think the QuickBooks consulting world finally has a green light to embrace QuickBooks hosting, and that we can begin recommending it for clients. We’ve been watching this area closely and we continue to recommend it as a great step towards taking your practice to cloud computing.

We’ve begun our review process for our 2011 Awesome Add-on Award winners. Each year, we scrutinize the third party developed add-ons to QuickBooks and choose a select few to receive our Awesome Add-on Award. We’ve just opened the nomination process, so if you have a favorite add-on application you would like to suggest for a review, we want to hear about it. Visit www.sleeter.com/awesomeaddons for more details.

We’ve increased our work lately on search engine optimization (SEO) and improving our Web presence. I want to thank Ellen Ferlazzo of Sprezzatura Systems for her help as we, like so many businesses, try to improve our Web presence and search engine results. Ellen consults for companies such as WebEx and VMware, but you may want to follow her for tips on search engine optimization. You can learn more at http://www.sprez.com.

 Free Video Consultants Corner  

We are continuing our Monthly Conference Session series. Over the last few months, we have made individual sessions from our Online Conference Library available for free for one month.

In Leslie Capachiettithis month’s free session, Leslie Capachietti presents QuickBooks Point of Sale – Tips for Flawless Implementations. With demand for QBPOS consultants growing each year, learn the key steps required – of both you and your client – to achieve a successful installation. In addition, to help prepare you to deliver superior post-installation support, we also review the ten most common mistakes that QBPOS users make and how you can help your clients avoid them. Leslie Capachietti is author of QuickBooks Point of Sale: Best Practices for Success.

This free session is just one of the 47 sessions available in the Online Conference Library. You can see more details about the Online Conference Library at www.prolibraries.com/sleeter or in the article below.

 Expert Speakers at the 2010 Accounting Solutions Conference  

Do you Paris Las Vegaswant to share your expertise with other leading accounting software experts? We have opened the opportunity for you to submit abstracts for presentations for the 2010 Accounting Solutions Conference, to be held the week of November 8, 2010. This Conference attracts hundreds of the top experts in the world who are in the business of providing software and hardware consulting services for small businesses. This annual Conference is the premier event of the year for the small business accounting consulting and add-on developer community.

We are looking for speakers who are exceptionally knowledgeable in their subject matter, with experience presenting to groups in The Sleeter Group's 2010 Accounting Solutions Conferenceexcess of 100 people. Our Conference is the only event presented by an independent expert community focused on small business accounting software and consulting. We are looking for the whole gamut of solutions available to the small business consultant industry. Submission deadline is March 19, 2010. Complete guidelines may be found here.

The 2010 Accounting Solutions Conference will be held at Paris Las Vegas. The discounted room rate for the Conference is just $109 per night. Click here to learn more about the Paris Las Vegas hotel accommodations and discounts we have arranged. Mark your calendars and plan to join us this November in Las Vegas! Registration will open in late April.

 Chuck Vigeant's Reporting and Technology Corner  

In this two part series, Chuck Vigeant discusses two ways of approaching Sales and Tax by Shipping State within Excel – one without a pivot table, and one with a pivot table.  In this second part, he demonstrates the power of pivot tables.

This article explores the ability to generate a Sales by Shipping State report in Excel. He shows how to create a complete report that will give you total sales, total taxable sales, total non-taxable sales, and total sales – all by shipping state, including filters for customer, customer taxable code, items, dates, etc.

You can read this article by clicking the link below.

 Updated and Re-Released! Supporting Clients Remotely  

Your 2010 QuickBooks Consultant's Reference Guideclient’s data is at their office, and you’re at your office. But you need to "work" on their data file. What do you do? If you’ve ever had to work with client data located somewhere other than on your local PC, you’ve probably had several questions about how to streamline the process of "getting in front of the data." We’ve been evangelizing this topic for many years, but now that thousands of people are using it successfully, it seems that everyone is beginning to adopt at least one solution for their office.

We’ve republished this classic excerpt on Supporting Clients Remotely from The Sleeter Group’s 2010 QuickBooks Consultant’s Reference Guide. This best-selling QuickBooks troubleshooting guide is packed with techniques to diagnose and fix your clients’ QuickBooks files. For more information, visit http://www.sleeter.com/products/crg.

 Webinar Schedule - Including a Free Webinar  

Our Webinars have become the "graduate school" for QuickBooks and small business accounting technology. Our Webinar presenters are among the country’s leading experts in accounting software. All two-hour Webinars are $69 and offer 2 CPE credits. Sleeter Consultants receive a 20% discount. To receive the discount, members must log in to our Website with their member credentials before registering.

Featured WebinaAmy Vetterr:

Working With Your Clients Online with Amy Vetter
Mar. 23, 2010, 9:00 – 11:00 a.m. PT
Working with your clients online can save you time and money. It can also be an effective way to expand your practice and reach new clients. This Webinar covers how to get started and examines the abundant tools available. You’ll learn about the interactive online options you can use for meetings, presentations, demonstrations, and training sessions with your clients.

Other Upcoming Webinars:

Construction Accounting using QuickBooks with Leslie Shiner
Mar. 17, 2010, 10:00 – 12:00 p.m. PT
Working With Your Clients Online with Amy Vetter
Mar. 23, 2010, 9:00 – 11:00 a.m. PT
Managing Inventory with QuickBooks with Amy Vetter
Apr. 20, 2010, 9:00 – 11:00 a.m. PT
Internal Control and Fraud Reduction Using QuickBooks with Bonnie Nagayama
Apr. 27, 2010, 9:00 – 11:00 a.m. PT
Building a Remote Consulting Practice with Bonnie Nagayama
May 18, 2010, 9:00 – 11:00 a.m. PT
Construction Accounting using QuickBooks with Leslie Shiner
May 27, 2010, 10:00 – 12:00 p.m. PT
Troubleshooting QuickBooks Files: A New Engagement with Amy Vetter
May 27, 2010, 12:00 – 2:00 p.m. PT

For a complete schedule, including self-study titles, visit www.sleeter.com/webinar.

Free On-Demand Webinar

Available free for a limited time, QuickBooks at Year End covers where to start to clean up year-end data. This on-demand Webcast presented by Amy Vetter was originally broadcast live on January 27, 2010. Run time is approximately two hours. Please note, this product is for reference only – no CPE credit. Visit our Webinar page to sign up or for more information.

 Online Conference Library Sale Ends March 31st!  

The Sleeter Group’s Online Conference Library is 40% off – but only through March 31st. This collection of over 45 recorded cutting-edge sessions from our 2009 Next Generation Accounting Solutions Conference includes in-depth presentations given by leading experts in accounting software, services, and practice ProLibrariesmanagement, including Randy Johnston, Darren Root, Leslie Shiner, and Doug Sleeter.

Four packages are available with prices starting as low as $89. The Online Conference Library is available at www.prolibraries.com/sleeter. Use the code dta40 during purchase.

You can see an example of our Online Conference Library by watching Leslie Shiner’s entertaining and informative keynote at www.sleeter.com/demo. You can also check our new Monthly Conference Session series in the accompanying article.

 Tricks of the Trade  

Every day, members of the Sleeter Group Consultants Network tackle the day-to-day problems of their clients in the real world. The following is an unusually short example problem and solution that surfaced this month on our Sleeter Group Consultants Network Expert Forum.

Question: Hi all, anyone seeing a virus or glitch that is wiping out years of the GL?

Within 5 minutes, Jeanne Tarazevits responded: I’d look for duplicate files.

Final Response: Hi Jeanne, you are right! There is a duplicate change order template! Thanks!

The Sleeter Group Consultants Network is the nation’s premier accounting software consultants’ network. Sleeter Consultants provide expert QuickBooks consulting, add-on integration services, business process workflow consulting, outsourced bookkeeping services, and financial statement preparation. To locate one of our certified consultants, visit our Find a Consultant page. To learn more about becoming a consultant, visit our Become a Consultant page, or call our office at 888-484-5484 or +1-925-416-6300. Members of the Network receive many benefits, including discounts on our resource products and Webinars, as well as our annual Accounting Solutions Conference. Membership also includes a copy of the Consultant’s Reference Guide.