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May 2012
 Message From Doug  

Doug Sleeter

Over the years I’ve heard from many accounting professionals that one of their biggest challenges is reaching new clients. Offering seminars to your community is a powerful and proven way to get in front of new people and showcase your knowledge. However, putting on a seminar is no small task – from marketing, to booking the venue, to handling registration – let alone the hours involved creating the training materials. That is why we created our QuickBooks Step-by-Step Seminar System, which I’m happy to announce is now available as a "versionless" system that you can use to teach QuickBooks to your clients. Thanks so much to Deborah Pembrook, our Director of Educational Products, for working so diligently on this outstanding teaching system.

We’ve been very busy planning all our events for 2012. We are excited to get back on the road this summer. Joining me on our "Small Business Technology Road Show" will be technology-guru Randy Johnston, of K2 Enterprises and NGMI. We’ll present nine seminars throughout the US where we’ll invite accountants AND THEIR CLIENTS to join us for an information-packed day of small business technologies that exemplify how the new world of cloud solutions, mixed with desktop apps we all use today, can completely change how small businesses operate and collaborate with their accountant.
Presenting with us on the road show tour will be Bill.com, Sage, Zoho, Cloud9 Realtime, Results CRM, Intuit, and Concur.

The road show tour be held during July and August in Tampa, Atlanta, Secaucus, Dallas, Denver, Chicago, Los Angeles, Seattle, and San Francisco. See www.sleeter.com/roadshow for details. I hope to see you this summer at a Small Business Technology Road Show seminar near you, and at the 2012 Accounting  Solutions Conference in Anaheim!

 QuickBooks Step-by-Step Seminar System  

Just Released – NEW QuickBooks Step-by-Step Seminar System - Version 2012

Offering seminars is one of the fastest ways to reach potential clients and grow your practice.Seminar The QuickBooks Step-by-Step Seminar System is designed for teaching QuickBooks seminars. The system is a complete, turn-key system that empowers accountants and consultants to teach QuickBooks in classrooms and industry settings without much preparation. From planning, to marketing, to delivering a quality seminar, this system has everything you need to succeed with your seminars. The QuickBooks Seminar System includes all the materials for teaching two unique QuickBooks seminars.

"The best part of Sleeter’s QuickBooks Seminar System is that you can basically open the box, set a date, and teach the seminars. Everything is done for you the marketing ideas, the templates for flyers, planning procedures – it’s all there and done with perfection, I know that when I teach from this system, I am giving my students the best there is to give."
- Shelley Crivello, Stockton, California.

"There really isn’t a better set of materials for workshops or seminars on QuickBooks."
- Pat Hartley, Menifee, CA

 QuickBooks 2012 Inventory Notes and Item List Problems  

Charlie RussellQuickBooks 2012 Inventory Notes and Item List Problems

One of the new features added to the 2012 version of QuickBooks was item notes – the ability to add a note to your item list records just as you could to many other lists in QuickBooks. Have you used that feature? Have you noticed that sometimes your notes disappear? Or, have you noticed that you are getting multiple items in the item list with blank item names?

Click here to read the rest of Charlie’s article.

Charlie Russell is the managing editor of our "QuickBooks and Beyond" blog. Charlie’s been involved with the small business software industry since the mid-70s, focusing on inventory and accounting software. Charlie’s firm, CCRSoftware, produces QuickBooks-compatible add-on software, and is a Gold member of the Intuit Developer Network. Charlie has been blogging about QuickBooks since 2008.

 Registration is Now Open - 2012 Accounting Solutions Conference  

2012 ASCRegistration is Now Open!
It is time to register for the Ninth Annual Accounting Solutions Conference. Learn about a broad range of new, disruptive innovations that are changing business models for accountants and providing dramatic improvements for how small businesses operate, communicate, and manage their customer relationships. Discover compelling new opportunities for your practice and learn about dozens of new client-service and collaboration opportunities.

Best Prices are Happening Now!
First time attendees automatically receive $100 off – even on the "Super Early Bird" pricing – and there are many other promotions available!
Click here for more information and to register.

Tracks Include:

  • Chunkifying Customer Processes
  • Streamlining Business Processes
  • Growing Your Consulting Practice
  • Developing Lego Mastery Skills

Highlights Include:

See Who has Registered to Exhibit at the Conference:  We have more than 30 Exhibiting firms registered: View current Exhibitors here.

 New! Small Business Technology Road Show  

2012 Small Business Technology Road Show

The Sleeter Group will be offering regional seminars around the U.S. in July and August. "The Small Business Technology Road Show" is a showcase of accounting software technologies that we have selected to present to an audience of accounting professionals and small business owners.

We’ve carefully selected a broad range of solutions that we’ve tested and approved to help small businesses improve their accounting and business process workflows.

We will present solutions in the following categories that will arm attendees with a "tool box" of ideas and solutions for their business:

  • Core accounting solutions
  • Electronic document management solutions
  • Cloud-based business process utilities
  • Customer Relationship Management (CRM) systems
  • Accountant and client collaboration systems

Road Show Dates and Locations

7/17/2012 Tampa, FL
7/18/2012 Atlanta, GA
7/19/2012 Newark, NJ
7/24/2012 Dallas, TX
7/25/2012 Chicago, IL
7/26/2012 Denver, CO
7/31/2012 Los Angeles. CA
8/1/2012 Seattle, WA
8/2/2012 San Francisco, CA

Click here for more info.

 Where in the World is Doug Sleeter?  

Doug will be earning his frequent flyer miles this next month! He will be in Los Angeles, CA June 4-5 to present "How Cloud Accounting Can Help You and Your Clients" at the California Accounting and Business Show & Conference.

Then Doug heads north to Seattle, WA to present "Paradigm Shifts in Accounting Technology" at The QuickSource’s Accounting Technology Boot Camp on June 7.


Doug will then head to Las Vegas, NV to co-present with Amy Vetter at the Practitioners Symposium and TECH+ Conference (June 10-13). Their session is "Success Migrating Clients from Desktop QuickBooks to Cloud-Based Accounting Solutions".

In mid-June Doug and Sherrill will travel south to Santa Barbara, CA for their son’s graduation from the University of California, Santa Barbara.

 Super Sleeter Deal  

Just four days left to get a Free Assessment Exam with our 2012 QuickBooks Consultant’s Reference Guide

Deal of the Month

Our 2012 QuickBooks Consultant’s Reference Guide is packed with techniques to diagnose and fix your clients’ QuickBooks files.

Receive a free QuickBooks Bookkeeper Assessment Exam with the purchase of the 2012 Consultant’s Reference Guide.

Our most popular assessment exam, The QuickBooks Bookkeeper Assessment Exam, emphasizes correct data entry and basic accounting concepts, and helps ensure your client hires the right candidate. Know your client’s prospective employee’s QuickBooks and accounting skill level before you hire them.

This $29.95 value is  free with the purchase of a QuickBooks Consultant’s Reference Guide (PDF or printed book). Take advantage of this great offer.

Offer ends May 23, 2012. Cannot be combined with other discounts.

 What Are We Blogging About?  

QuickBooks and Beyond

Register for our Blog, QuickBooks and Beyond. Here’s a sample of some recent blog articles:

  • Vaue of Integrated CRM—Integrated CRM (Customer Relations Management) is the way the profession is moving—offering a convenient information hub for centralizing operations across an organization.
  • SmartVault for QuickBooks—Document management can be a critical process for your business. At the simplest level, it is an easy way for you to store and retrieve documents easily.
  • The QuickBooks Online Income List—It’s an Income List, but not an income list. Confused? Don’t be, I’ll explain how it all works.

The blog is updated a few times a week – so be sure to register to receive an e-mail notification when new articles are posted.

 Featured Webinars  

Our Webinar presenters are among the country’s leading experts in accounting software.

Featured WebinaWilliam Englishr:
QuickBooks POS Best Practices by William English
May 22, 2012, 11:00 – 1:00 PM Pacific
In this seminar, you can learn QuickBooks Point-of-Sale essentials. Not simply an overview, this workshop provides software details and know-how. You will have the opportunity to ask questions from one of the nation’s leading experts in QuickBooks.

Upcoming Webinars:
Tracking Labor Costs and Setting Billing Rates Using QuickBooks by Leslie Shiner
Jun. 6, 2012 11:00 – 1:00 PM Pacific
Grow Your Practice with QuickBooks Online by Stacy Kildal
Jun 7, 2012 8:00 – 10:00 AM Pacific
QuickBooks Troubleshooting Tips by Laura Madeira
Jun 13, 2012 8:00 – 10:00 AM Pacific
Workarounds and Special Accounting For Contractors Using QuickBooks by Leslie Shiner
Jun 14, 2012 11:00 – 1:00 PM Pacific

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

 May Tidbits  

We’ve Moved!
We moved into our new office earlier this month – and we are really enjoying our new home! Please note our new address – and if you are in the San Francisco Bay Area please stop by and visit!

The Sleeter Group
5776 Stoneridge Mall Road Ste 120
Pleasanton, CA 94588

Sleeter Group Consultants Network Monthly Webinar:
Our next Members’ Webinar will be held on May 23, 2012 at 12:00 pm Pacific Time. Login to www.sleeter.com and select "My SGCN Membership"  to register. If you are interested in joining our Consultants Network and attending these monthly webinars for free, call Nathan Fochler at 888-484-5484.

 Sleeter Group Consultants Network - 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 example problem-and-solution that surfaced this month on our Sleeter Consultants’ Experts Forum.

Question: I am currently working with a client that uses MAS 90 and they have a tool that will allow them to post A/P in one company and then automatically allocate the
expenses to other company files.  Is there a way to post A/P into one company and automatically allocate the expense into one or more different QB company files?
Know of any 3rd party apps?
The client does not want to have to post multiple transactions within the files
because they have approx. 100 different company files.

Ruth Perryman and Hubert Hawthorn responded: Try Karl Irvin’s Intercompany Transfer Utility.

Mary Longacre added: I work with a lot of multi-company clients. Does your client want the other companies to reimburse the paying company, or is the first company paying the bills and they just need to assign costs?

Bay State Consulting’s Multi-Company Bill Disbursement Utility (MCBDU) will take
a bill from Company A and allow you to tell it what amounts, accounts, customers
and billable status, and classes to assign to portions of the bill to be reimbursed by other companies. Then the Utility creates both the invoice for reimbursement in Company A and the bills in the other companies. Click here for a complete step-by-step demo of the MCBDU.

If there is no reimbursement necessary, just cost assignment, I am currently
developing with Bay State a tool that will allow the user to distribute costs across multiple companies with a one-step bill entry with additional features for managing A/P. It should be available later this summer. Let me know if you want more information.
The Sleeter Group Consultants NetworkSleeter Group Consultants Network is the nation’s premier accounting software consultants’ network. Sleeter Consultants provide expert financial accounting software 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 phone our office at 888-484-5484.