Inside this Issue
- Message from Doug Sleeter
- Improving QuickBooks Internal Control with Passwords
- Sleeter Group Partners with MISys
- Sage Software - Peachtree Family Owned and Operated Initiative
- 2008 Sleeter Group Conference Update
- 2008 Conference Exhibitor Information - Softrak Systems
- Chuck Vigeant's Reporting Corner
- Sleeter Group Webinars
- Intuit Accounting Professionals User Conference
- 2008 Conference Exhibitor Information - BankServ
- Tricks of The Trade
- The Sleeter Group's Consultants Network
- 2008 Conference Exhibitor Information - GHG Corporation
| Message from Doug Sleeter |  |
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Greetings,
Our big news this month is the announcement of our partnership with MISys SBM. MISys is a great fit for small- to medium-sized companies who need real MRP capabilities fully integrated with the strong accounting of QuickBooks. We currently have great solutions which add to the QuickBooks inventory management functionality, and with MISys we now have a complete small business manufacturing system to offer. Read the press release.
June is a month of travel for me and perhaps for many of you. I recently returned from the AICPA TECH show in Las Vegas where I saw the introduction of Bill.com and the announcement of an alliance between Bill.com and CPA2Biz to provide online accounts payable services to accountants and their clients. Check out Bill.com if you haven’t already. The Sleeter Group is a new client of Bill.com and it has saved us a ton of time in our A/P department.
I also attended the California Business and Accounting Show in Los Angeles. That show was attended by a couple thousand accountants, as well as 100 or so vendors with great technologies. Every year, the CPA Technology Advisor Magazine uses the show as the forum for the Technology Innovation Awards.
As we’re preparing for our conference in November, I’m spending lots of time researching the top products that will dazzle you and improve your life in the coming months and years. For example, if you haven’t heard about it yet, check out SmartVault.com. It’s an online document management system that stores images of vendor bills and associates them with transactions in QuickBooks. In addition to document imaging, it’s a "vault" for online backups of your QuickBooks data files and a secure sharing portal for your company documents.
This week I am headed to the Intuit Accounting Professional User Conference in Orlando. Hope to see you there!
| Improving QuickBooks Internal Control with Passwords | |
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As QuickBooks has become more widely used as a bookkeeping tool by small business owners, the concerns and issues raised by accounting professionals deserve some attention. The most common concern relates to the ability to change entries after they have been recorded. This issue is compounded for the accountant because there are no formal month (or year-end) closing procedures that must be followed.
Sleeter Group Network Member, Bonnie Nagayama, addresses the password protection feature and related closing date password that can help to reduce these problems.
Bonnie will also be presenting a webinar on Internal Control and Fraud Reduction on August 6th during our Summer Webinar Series.
| Sleeter Group Partners with MISys | |
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The Sleeter Group 
and MISys have partnered together to expand Sleeter Group members solutions for working with small- to mid-range businesses. Sleeter Group Consultant Network members can now join the MISys Business Partners network through their membership.
By becoming a MISys Business Partner, Sleeter Group Members can provide clients with MISys Small Business Manufacturing, a time-testing solution that turns QuickBooks into an industrial-strength manufacturing system. By adding capabilities every manufacturing firm needs, your clients’ will be able to retain their QuickBooks accounting software while performing in the advanced manufacturing tasks their growing businesses demand.
Sleeter Group members can join the MISys Business Partner Program FREE of charge. Click here to learn more about the commissions, sales leads and pre-sales support available through this program.
| Sage Software - Peachtree Family Owned and Operated Initiative | |
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Our friends at Sage Software asked us to assist with the announcement of the launch of a great opportunity for a select few business owners: The Peachtree Family Owned and Operated Initiative.
This outreach program is designed to help qualifying small businesses succeed in our challenging economic environment. It is tough for small businesses, especially family-owned and operated ones, with rising fuel costs, a credit crisis and the housing slump. It is critical in times like these that businesses manage their finances and cash flow carefully – and a great way to do that is by using Peachtree Accounting.
Sage Software is there to help by providing free small business accounting software to qualifying family owned businesses.
| 2008 Sleeter Group Conference Update | |
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The 5th annual Sleeter Group Conference will be held in Phoenix, Arizona November 10-13 at the Renaissance Glendale hotel. The conference is for accounting professionals, bookkeepers, CPAs, and small business technology consultants.
Keynote and Featured Speakers
We are pleased to announce our 2008 keynote and featured speakers!
Jill Ward, Vice President, QuickBooks Group, Intuit Inc.
Nina Smith, President, Business Management Division, Sage Software
Allen Goldberg, Senior Projects Manager, National Trainer and Coordinator, Microsoft
Greg LaFollette, CPA.CITP, Executive Editor, The CPA Technology Advisor
Randy Johnston, Executive Vice President and Partner, K2 Enterprises and Network Management Group
11/10 Optional Pre-Conference Session Speakers
Web Stores and Ecommerce Integration with PDG Software – Doug Blackburn of PDG Software will lead this new session
Taking Your Practice Online – Randy Johnston will lead this new session
QuickBooks Point of Sale Consulting - Leslie Capachietti will return to lead this popular session for the 3rd straight year
Exhibitor Webinar Series (FREE Webinars!)
A few of our 2008 Conference Exhibitors will be presenting their solutions in webinar format. (See below).
Register Early
Be sure to register early as space at the conference hotel is limited.
Exhibitors interested in showcasing your small business accounting software solution? Exhibitor registration is now open. Please click here for more information.
| 2008 Conference Exhibitor Information - Softrak Systems | |
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| Chuck Vigeant's Reporting Corner | |
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After thousands of reports, potential customers have a reasonable expectation that we would have their exact report that we could produce without any modification. The truth is it rarely happens, if ever. In this article, Chuck Vigeant explores why reports are not generic.
To read this month’s column, click the link below.
| Sleeter Group Webinars | |
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The Sleeter Group’s Summer Webinar Series includes several new webinars, repeats of some of our most popular webinars, as well as FREE "Conference Exhibitor" webinars covering some great solutions from a few of our Conference Exhibitors.
Summer Series
Understanding Your Network Options (6/24)
Marketing and Selling Your Services (6/25)
Profitable Business Growth for You and Your Clients (6/26)
QuickBooks Point of Sale Financial Exchange (7/16)
Tracking Labor Costs and Setting Billing Rates (7/17)
Tips and Tools for Training Online (7/23)
Many more – view the entire series here
NEW! Conference Exhibitor Webinars (Free)
Fishbowl Inventory (6/24)
Method Integration (6/24)
BigTime by Edison’s Attic (7/1)
Bill.com (7/1)
SmartVault (7/2)
e-Accounting with www.CPAASP.com (7/2)
PDG Software (7/9)
More will be announced next month!
Register at www.sleeter.com/webinars
| Intuit Accounting Professionals User Conference | |
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The 2008 Intuit Accounting Professionals User Conference
There is still time to register for next week’s conference in
User Conference Highlights:
- World-class interactive sessions designed to help you be more productive.
- Learn best practices from peers, Intuit subject matter experts and industry experts.
- Choose from a wide variety of relevant courses.
- Network with colleagues, Intuit staff and industry experts from across the country.
- Attend optional hands-on training sessions.
- And of course, receive CPE credits!
For more
| 2008 Conference Exhibitor Information - BankServ | |
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| Tricks of The Trade | |
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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 Group Consultants Network E-Mail Group.
Question: I have a prospective client who is opening a beauty salon with typical products sales. They will cater to a high-end crowd. Is anyone aware of either an add-on or stand-alone software program that brings together appointment scheduling, retail inventory, sales, etc.
Marilyn Sudbeck, CPA responded: QuickBooks Point of Sale would work very well except for the appointment part.
Kara R. Haas, CPA added: Leprechaun does not integrate with QuickBooks, but, it is a good solution for scheduling, retail, etc. You can find out more at http://www.leprechaun-software.com/pricing/. I have a few salons on QuickBooks Point of Sale and it works very well. One more option for scheduling is www.scheduleview.com.
Jeanne Miller Tarazevits, CPA, CITP chimed in: I took the demo for Millennium POS which integrates with QuickBooks this morning. It actually does integrate. One the upside, it does the scheduling, emailing etc. and it’s cheap. The downside is they only push sales receipts to QB. They use QB PO’s and Bills for Inventory. They have all sorts of client CRM and commission calc’s. I am going to check out the scheduler add-on for POS that was mentioned in a previous post.
Joan Komaromi weighed in: I just obtained a new client who is using the Millennium software. It is great for scheduling but their QuickBooks financials needs some work. The InSync portion isn’t bringing in everything correctly. They are supposed to have an upgrade coming out this summer that will address this problem.
Jeanne Tarazevits came back with: Our Beauty Salon thread was interesting and several of you recommended Millennium. As I now know, there are two Salon Software products named Millennium, one by Harns and one by Mill Resources. They are very different products with very different price points.
Visit our website to learn more about the Sleeter Group Consultant Network and our email list.
| The Sleeter Group's Consultants Network | |
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The Sleeter Group Consultants Network is the nation’s premier accounting software consultant’s network. With over 600 members located throughout the US and Canada, our members serve over 150,000 small businesses. We provide expert QuickBooks consulting, add-on integration services, business process workflow consulting, outsourced bookkeeping services, and financial statement preparation.
In addition to client consulting, many of our consultants provide consulting services to software developers who seek advice on the best practices for integrating their applications with QuickBooks and other accounting software products. 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. Members of the network receive a substantial discount on our resource products as well as our annual Accounting Software Consulting Conference.
| 2008 Conference Exhibitor Information - GHG Corporation | |
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