The Desktop Accountant: November 2004

Contents
  1. A Message From Doug Sleeter
  2. LaGarde
  3. Fishbowl Inventory - Inventory Control for QuickBooks Users
  4. QDA + , Automated Data File Analysis
  5. The Sleeter Group Presents "The QuickBooks User" Newsletter Service
Doug Sleeter

A Message From Doug Sleeter

2004 QuickBooks Consultant's Conference Report
At the beginning of this month, we held our 2004 QuickBooks Consultant's Conference in Boca Raton, Florida. This three day event included 26 speakers from The Sleeter Group, Intuit, Developers and other leading QuickBooks Experts from the industry. The turnout was tremendous, and we all learned a lot.

First, let’s talk about the parties. The night before the conference, we held a private cocktail reception for 60 members of our Consultant's Network, and many of them got to put faces to names they’ve known for years. It was fantastic, and really set the conference in motion. We also held a reception open to all conference attendees on the 2nd night of the conference, and this proved to be great networking time for everyone. Suffice it to say, the parties were a great “feature” of the conference.

The first day began with Joe Woodard talking about how to build your consulting practice, how to look at four different levels of client engagements, and how to streamline your business to give more client satisfaction while billing more time. As always, Joe’s talks inspire us all to really go out there and make our business run better. The rest of the first day included sessions with technical solutions for construction, retail, non-profit, and professional services businesses.

The second day of the conference was devoted to Intuit, and their introduction of QuickBooks 2005. Executives and product managers presented the new version updates and improvements. One of the most well received new features was when Tina Gray demonstrated the new Financial Statement Designer, which is a HUGE improvement over the Financial Statement Reporter from the previous year. And best of all, it’s included for FREE in the Accountant Edition of QuickBooks 2005. There was also a "Feedback to Intuit" session at the end of the day. This feedback session was very productive and the audience really appreciated that Intuit was there to listen.

The third day began with a keynote presentation from Rene Lacerte, CEO of PayCycle. He gave a great overview of technology trends, and how accountants can capitalize on them.

We then announced our list of Ten Awesome Add-ons for Consultants. These are a special group of “utility-like” add-ons that QuickBooks consultants will find extremely useful. What is an Awesome Add-on?

  • An Awesome Add-on is a QuickBooks add-on that enables consultants to do their job more professionally, efficiently, and profitably.
  • It generally applies horizontally across industry markets.
  • It solves problems not addressed by the QuickBooks program itself, or in some cases solves a problem “better” than QuickBooks does.
  • Awesome Add-ons make consultants look better to their clients. Often by allowing us to perform miracles on hopelessly broken data files.
  • Awesome Add-ons make consultants richer (or less poor). They often automate processes that we used to have to do manually, so these save us tons of time and therefore money.
  • Awesome Add-ons allow consultants to say “OK” – When we used to say “No Way”. Before these add-ons were developed, there were several tasks we wanted to do, but there was just no way to do it. For example, a client once asked me if I could combine two data files together into a single file. Well, with the Transaction Copier by Karl Irvin (www.q2q.us), I can now do this, or at least most of it.

For a complete list of these awesome add-ons, see the article posted on our Web site.

Leslie Shiner, a Sr. Industry Advisor with the Intuit Construction Business Solutions Group gave a fantastic talk on knowing when your clients are ready for Master Builder.

We rounded out the final day with industry specific breakout sessions for non-profit, retail, construction & job costing, and professional services.

We had 16 developers present, and the audience was very appreciative of having them there to learn about their solutions, and to consult with them on how to solve client issues. Both developers and audience members went out of their way to tell me how much they appreciated each other’s presence, so we’ll make sure to include this in our future conferences.

We did video tape the conference, and we’re finalizing the DVD version of the conference now. If you missed the conference, but want the video, please contact our office.

Learn more about conference sponsors


LaGarde® - Makers of StoreFront®,

LaGarde

Due to time constraints at the conference we did not have enough sufficient time to discuss LaGarde's StoreFront E-commerce Software that integrates with QuickBooks. So please visit their web site for more information. StoreFront E-Commerce for QuickBooks - Offers complete QuickBooks-integrated e-commerce solutions to your clients with StoreFront. StoreFront offers solutions that provide your clients state-of-the-art online stores and the services needed to launch them quickly and easily. Flexible partner opportunities are available.

Visit www.storefront.net to learn more, or contact Jeremy Willson at 913-489-0817 or j.willson@lagarde.com.

Read more about LaGarde Products...


Fishbowl Inventory Web Site

Fishbowl Inventory - Inventory Control for QuickBooks Users

For many of your clients, Inventory is one of the hardest areas to provide good solutions. And in many cases, the clients who need better inventory systems are considering switching accounting systems away from QuickBooks to a higher end solution.

However, when used with QuickBooks, Fishbowl takes over the inventory control, point of sale, sales order, and purchase order functions while QuickBooks continues to handle the accounting side of the business.

Read the Full Article...


QDA Systems

QDA + , Automated Data File Analysis

If you attended our conference, you probably heard about QDA Systems and their new software that automates the QuickBooks Consulting process from Data File Anaylsis, to engagement management, to staff skills assessment.

This revolutionary tool automates what we've been promoting for years in our seminars, both on the technical side and the engagement management site.

The tool was developed in by QDA Systems in partnership with The Sleeter Group, and we're proud to be part of their team.

Every serious QuickBooks consultant should be using this product.

For more information and purchasing, please contact The Sleeter Group office at 888-484-5484.

Read More about QDA+


Learn More about Client NewslettersThe Sleeter Group Presents "The QuickBooks User" Newsletter Service

A new private label newsletter service for QuickBooks consultants to mail to their clients. Our QuickBooks Newsletter service is a great way to stay in touch with QuickBooks clients by sharing QuickBooks news, tips, and tricks on a monthly basis. We do all the writing for you! The newsletter will have the QuickBooks consultant's firm name and contact information on the masthead. The QuickBooks consultant orders the number of printed copies they need. We send the consultant the printed copies and the consultant mails the newsletters (adding any special messages or reminders to the mailing). Available in a monthly or bimonthly subscription for less than $9 a year per client!

Begin your subscription service today by calling us toll free at 888-484-5484.

Read more about The QuickBooks User Newsletter