Intersection Live - CPA Technology Advisor

 SBC2Go Building a Webstore [00:50:25m]: Play Now | Play in Popup | Download (394)

Gregory L. LaFollette CPA.CITP

Doug Sleeter

SmallBusinessConsulting2Go Episode 9 Recorded June 24, 2008
00:50:37 46.1 MB Regular Guest: Doug Sleeter, Principal at the Sleeter Group www.Sleeter.comThe CPA Technology Advisor Reader Survey shows that 57% of practitioners have clients selling products on the Internet. For those having clients doing business internationally it’s 34%.

3 million QuickBooks users and 50,000 QB ProAdvisors

Intuit QuickBooks web connector — http://support.quickbooks.intuit.com/support/pages/knowledgebasearticle/1007971
www.eBay.com www.Amazon.com
PDG Software VP Doug Blackburn [www.pdgsoft.com] Product: PDG Commerce 866-433-4734
Partners: http://www.pdgsoft.com/partners.htm
Fishbowl inventory : www.fishbowlinventory.com
Avalara Tax: www.avalara.com
ACCTivate from Alterity : www.acctivate.com
ProStores: www.prostores.com
www.NetworkSolutions.com
www.GoDaddy.com

Episode # 10 will record live on Tuesday, July 22, 2008 at 1:30am EDT at www.TalkShoe.com. Topic will be manufacturing add-ons and will feature MISys SBM

 SBC2Go - Episode 8 [00:45:51m]: Play Now | Play in Popup | Download (754)

Small Business Consulting 2 Go

Episode # 8 – “Point of Sale”

Recorded live at www.TalkShoe.com — running time 45:13

Featuring Doug Sleeter of The Sleeter Group (www.Sleeter.com)

Guest: Leslie Capachietti of Automated Financial Solutions, Inc. (www.afsbooks.com)

www.attitudepositive.com works with QuickBooks and Peachtree

Next episode will be recorded on June 24th at 11:00am CDT

Voice mail at 800-456-0864 ext 2106

 SBC2Go Episode 7: Play Now | Play in Popup | Download (606)

Gregory L. LaFollette CPA.CITP

Doug Sleeter

SmallBusinessConsulting2Go
Episode 6
Recorded March 16, 2008
Duration: 0:53:13 48.7 MB
The Sleeter Group
Intuit QuickBooks
Microsoft Office Accounting
Sage Peachtree
The Sleeter Group Annual Conference
Awesome Add-ons
www.TalkShoe.com

Next recording May 8, 2008 4:00pm CDT

Rotary GSE
Velocity Inventory
Fishbowl
MISys SBM Manufacturing
ACCTivate! Inventory Management
All Orders by NumberCruncher
OCBOA
Grant Kimball – VP Sales & Marketing, Fishbowl Inventory

 SBC2Go - Episode 6 [1:00:04m]: Play Now | Play in Popup | Download (1156)

Gregory L. LaFollette CPA.CITP

Doug Sleeter

SmallBusinessConsulting2Go
Episode 6
Recorded February 20, 2008
Duration: 1:00:04 56.3 MB

• Thanks to our Sponsor: BillQuick

Doug Sleeter

1. Electronic Invoicing and Statements
   • Improve efficiency and reduce AR turnaround by emailing invoices, statements, etc.
   • Set up QB Merchant account to allow customers to pay online
   • QuickBooks workflow is seamless and easy to setup and teach the bookkeeper
2. Online Credit Card Downloads (for purchases)
   • Download credit card charges from virtually any credit card company (Amex, VISA, M/C), and have QB enter the transaction into your Credit Card Liability account.
   • Easy, but some of the work flow requires user interaction. You can set up “aliases” to map vendor names to existing vendors in your list.
   • QuickBooks learns how to code transactions as you enter more transactions.
   • Reconciliation of credit cards is simpler, faster, more accurate

Awesome Add-on for February: BillQuick from BQE Software, President Shafat Qazi, 888-245-5669

• Pillars of concentration: IT Consulting, Architects & Engineers, Legal, Accounting
• User conference: Las Vegas, June 26, 2008.

Next recording March 13, 2008 12:00pm Central

 SBC2Go - Episode 5 [1:01:40m]: Play Now | Play in Popup | Download (1563)

SmallBusinessConsulting2Go
Episode 5
Recorded January 24, 2008
Duration: 1:01:40

• Thanks to our Sponsor: BillQuick

• Things consultants should be doing to streamline clients businesses early in the year:
  1. Add a Merchant Account to QuickBooks (Innovative Merchant Solutions (IMS), www.Authorize.net, (Local Bank). Best integration with QuickBooks for over-the-counter, or phone orders is IMS.
     • a) QuickBooks Merchant Account Solutions - Features in the QB software that handle charging credit cards, batching, and reconciliation
     • b) If using outside merchant account, decide on data integration methods
       • IIF import if supported by web store or payment gateway
       • T-Hub for web stores http://www.atandra.com/Prod_THub.htm
       • Data Flow Manager http://www.atandra.com/Prod_DFM.htm
       • Data Mover http://www.personable.com/datamover/overview.asp
       • Credit Card Charger http://www.atandra.com/Prod_CreditCardCharger.htm for Authorize.net
  2. Begin using online Billing Solutions to improve collections
  3. Integrate Web Store receipts with QB.
• Awesome Addon for January – http://www.Paycycle.com- Guest Julie Lubetkin julie_lubetkin@paycycle.com

• Next recording: February 20, 2:30PM EDT

• Questions or Comments?
  • 1-800-456-0864 x2106

 SmallBusinessConsulting2Go - Episode 4 [54:35m]: Play Now | Play in Popup | Download (850)

SmallBusinessConsulting2Go

Episode 4 - Will 2008 be the Year of ASPs?

Recorded December 19, 2007

Duration: 0:54:35

• Thanks to our Sponsor: BillQuick

• Payroll
  • Good time to evaluate payroll options for clients
  • What are the options that are top contenders?
    • Old Guard, full-service payroll service companies
      • Paychex, ADP, PrimePay
    • Payroll Software Choices
      • QuickBooks Basic, Enhanced, Assisted Payroll
    • Online Top Choices
      • PayCycle, Accountant’s
        World, Thomson, Intuit Online Payroll (new)

• Key Questions accountants should consider:
  • Who handles the payroll? Client, Accountant, or “shared duties”?
  • Use online system or desktop/lan based?
  • Does accountant want to “make money” performing payroll services as part of the business focus?
  • Does accountant want to “make money” referring payroll service solutions?
  • How often does accountant need/want access to payroll data or reports?

• Key recommendations
  • Job Costing is good reason to use integrated payroll
  • Worker’s Comp calculations and accruals is best to outsource

• Awesome Add-on : CPAASP.Com

• Adding a Merchant Account to QuickBooks
  • Using online Billing Solutions to improve collections
  • Integrating Web Store receipts with QB.

• Awesome Add-on for January
  • PayCycle – Special guest — Julie Lubetkin

• Next Recordings
  • Tech2Go
    on TalkShoe – January 24, 2008 10:30AM EST
  • SBC2Go
    on TalkShoe –January
    24, 2008 1:30PM EST
  • AFS2Go
    on TalkShoe –January
    22, 2008 2:00PM EST

• Questions or Comments?
  • 1-800-456-0864 x2106

 SBC2Go Episode 3 [00:48:46m]: Play Now | Play in Popup | Download (951)

Gregory L. LaFollette CPA.CITP

Doug Sleeter

SmallBusinessConsulting2Go
Episode 3 - December 2007
Recorded: November 21, 2007
Duration: 0:48:46

• Thanks to our Sponsor: BillQuick
  

• Thomson User Conference
  • It was in Hawaii, from November 4-7

• Year-End Cleanup
  • Configure settings in QuickBooks, Peachtree or other accounting software
  • Get your fixed assets identified

• Consulting Tips
  • UPS and FedEx have online shipping tools that software can hook into to automate shipping and print postage, labels, etc.

• Awesome QuickBooks Addons
  • Alterity, Inc. – Acctivate! – Advanced inventory and distribution product
  • Next month: Online accounting CPAASP.com (Not an actual addon, but still very useful)

• Next Recordings
  • Tech2Go on TalkShoe – December 20, 2007, 5:20 PM EST
  • SBC2Go on TalkShoe – December 19, 2007, 4:00 PM EST
  • AFS2Go on TalkShoe – December 13, 2007, 12:00 PM EST

• Questions or Comments?
  • 1-800-456-0864 x2106

 SBC2Go Episode 2 [00:54:10m]: Play Now | Play in Popup | Download (994)

Gregory L. LaFollette CPA.CITP

Doug Sleeter

SmallBusinessConsulting2Go Show Notes
Episode 1 - November 2007
Recorded October 29, 2007
Duration: 0:54:10

• SBC2Go Podcast Sponsor: BillQuick
  
  BillQuick – from BQE Software

• Sleeter Group Conference

• Awesome QuickBooks Add-ons for 2008
  • BillQuick – Time & billing add-on

• What’s new in QuickBooks 2008?
  • Official Intuit webpage on new features
  • Accountants edition will allow you to toggle back and forth through different screens of different versions

• Intuit’s Pro Advisor Program Includes:
  • Premier Accountant Edition 2008
  • Enterprise Solutions: Accountant Edition 8.0

• PCI Compliance Standards

• Intuit offers Microsoft Outlook Integration
  • Allows sending of email invoices

• Dave Kvederis of BankServ

• New leadership at Sage

• Next Recordings
  • Tech2Go on TalkShoe – November 20, 2007
  • SBC2Go on TalkShoe – November 21, 2007, 2:30 EST
  • AFS2Go on TalkShoe – November 21, 2007, 12:00 EST

• Questions or Comments?
  • 1-800-456-0864 x2106

 SmallBusinessConsulting2Go - Episode 1 [0:44:56m]: Play Now | Play in Popup | Download (1414)

Gregory L. LaFollette CPA.CITP

Doug Sleeter

SmallBusinessConsulting2Go Show Notes
Episode 1 - October 2007
Recorded September 14, 2007
Duration: 0:44:54

• SBC2Go Podcast Sponsor: BillQuick
  
  BillQuick – from BQE Software

• Sleeter Group
  • www.sleeter.com
  • www.sleetergroup.com

• QuickBooks Addons
  • Fishbowl Inventory

• Accounting Software Choices
  • Ensure you get the QuickBooks Premier Accountant Edition if you’re an Accountant using QuickBooks or have QuickBooks clients
  • Microsoft Office Accounting Professional
  • Peachtree by Sage Software

• Listen and ask questions LIVE:
  • TalkShoe – www.talkshoe.com
  • Monday, Oct 29 at 10:30am CDT
  • Join TalkShoe and listen LIVE - Direct link to next recording
    

• Comments or Questions?
  • 1-800-456-0864 x2106