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Northwest QuickBooks MeetUp Groupsproudly presentQuickBooks AccountingTechnology Boot CampJune 7, 2012Seattle WASponsored by

NW QuickBooks GroupsWhy join with other professionals who make QuickBooks their business?QuickBooks "Talk and Client Swaps" are local networks of professionals who makeQuickBooks their business. Bring your business cards, introduce yourself and yourbusiness, and meet others who can "talk QuickBooks" for hours. Come and enjoy yourselfwhile you advance your QuickBooks consulting practice.Our motto: "Specialization through collaboration" means that there is so much workto be done in the constantly-moving and ever-expanding field of QuickBooks consultingthat there is much to be gained when QuickBooks consultants team up together. Byteaming up and keeping our clients within our group, we are each free to focus on andhone our unique speciality.Reasons to Join Us Mentoring and supporting peers Clients and Jobs Discounts on seminars, products, and other services. Regular Meetup events with other QuickBooks professionals to gain valuableinsight on QuickBooks issues from fellow members. Giveaways and other incentives from the QuickSource, Sleeter Group, and Intuit Intuit sponsorship provides 1 Premier Edition to give away at each gettogether Giveaways and other incentives from the QuickSource, Sleeter Group, andIntuit.Connect to Peers Mentoring ClientsSee Anne at the Membership table for more info.

Sync it Up!QuickBooks Accounting Technology Boot CampAgenda9:00Breakfast 30Main RegistrationIntroductionKeynote Speaker: Doug SleeterBreakPanel/LunchBreakBoot Camp break-out sessionsBreakBoot Camp debriefDrawings for Give-AwaysVenue closes

Command and ControlThe new wayto support clientsYour cashflow, payables, andreceivables--More insight. More value. Lesstime."For accountants who want to spendless time crunching numbers andmoretimecoachingclients,Corelytics is fast, easy and providesthe insights clients need to makebetter decisions.”Anytime, AnywhereHassle free IT.Consolidate your technology.Cut your maintenance costs.-Edi Osborne, Mentor PlusThe award-winning Corelytics Financial Dashboard is revolutionizing the wayaccountants, business consultants and advisors guide their clients. With a connection toyour client!s accounting data, you see their entire financial picture in seconds. Earn recurring revenue year-longExpand your reach by managing clients remotelyForecast your client!s future performance based on high/low growth scenariosCompare your clients performance with the industrywww.corelytics.comTuesday, June 5, 2012QuickBooks HostingThank youGolem Copy Centerfor printing ourtraining materials!

Join the new wave inaccounting servicesOffer your clients yourleading-edge online service!"Increasingly, clients are turning to us to offer an expanded set of generalaccounting services as they focus more on their core competencies. Withleading web-based solutions like Bill.com and the benefits of the Bill.comAccountant Program from CPA2Biz, we're able to take on a timeconsuming process like client bill payment and deliver it efficiently andwith high quality. The platform's document management capabilities arecompelling and remove numerous manual paper-based processes.Clients just fax or scan invoices into the web-based system and our staffmanages it from there."Testimonial: Michael Smith, CPA, Vice President, McGladreyBill.com is the only proven cloud-based service that lets you manage and automateall your clients' payables, receivables and cash flow management - real-time and allin one place. Find out more athttp://www.bill.com/sleeter/

About your Keynote Speakerand FacilitatorKeynote SpeakerDoug SleeterFounderThe Sleeter GroupDoug Sleeter has been namedone of the "Top 100 Most Influential People in Accounting" byAccounting Today magazine, and he was recently recognizedby The CPA Practice Advisor magazine as one of theaccounting profession's "Top 25 Thought Leaders." Prior tostarting The Sleeter Group, Doug had extensive experienceboth as a staff accountant at several accounting firms, and inthe software industry working with industry leaders such asApple Computer, Adobe Systems, Silicon Graphics, andQuorum Software. Doug provides expert-level consulting tohundreds of accounting software consultants through theSleeter Group Consultants Network.Doug Sleeter and The Quicksourcethank keynote sponsor, Bill.com fortheir generous support.Northwest QuickBooks MeetUp Groups FacilitatorShelly RobbinsShelly Robbins is a QuickBooks Training andTroubleshooting Expert whose “been a QuickBooks expertsince before QuickBooks had a programs for experts”.Shelly does trainings for large and small groups, one onone with small business owners and bookkeepers, or atCPA offices and conferences. She is an Intuit BrandAmbassador, Intuit Accountant Trainer/Writer, and hasbeen a Certified QuickBooks ProAdvisor since 1999.Shelly is the founder of The Quicksource , an onlineQuickBooks "Help Wanted", and the QuickBooks "Talkand Client Swaps”, local MeetUp groups for QuickBooks professionals who gather to share resources, ideas,information, laughs, support and advice.

Boot Camp/PanelistsAbout the Trainer:Kathleen Long,VP of CustomersBill.comFor the last 16 years, Kathleen Long has providedthousands of practical business, payroll, and accountingsolutions to small and medium sized businesses. Shedelights in helping entrepreneurs and accountants growtheir businesses and achieve success, by helping them tostreamline, automate and reduce manual work and paper.Prior to joining Bill.com in 2010, Kathleen worked at Intuitand PayCycle, helping to grow and develop what ultimatelybecame the largest online payroll service in the US.Kathleen enjoys being up close and personal with smallbusinesses and their accountants, working as a businessadvisor to push her customers' businesses to the secondstage of growth and help them acquire business financingand lines of credit.About the TrainerDonna HadallerScanWriterDonna Hadaller is a member of our NW QuickBooks MeetupGroup, and she is so excited about what she's learned thatshe's going to show it to us at the Boot Camp.ScanWriter offers unprecedented Data Entry Automationfeatures converting bank and credit card statements, bills,receipts and more into QuickBooks entries in seconds! Itsupports over 30 QuickBooks transaction types including butnot limited to: Bills, Checks, Credit Card Charges/Credits, etc.ScanWriter automatically enters Vendor/Customer Name,Account Coding, Date, Memo notes increasing efficiency by90%.

About the Trainer:About the Trainer:Michelle L. Long, CPA, MBAMichelle L. Long, CPA, MBA is the owner of Long forSuccess, LLC specializing in QuickBooks consulting andtraining services, coaching small business owners, speakingand writing. Since 2000, Michelle has taught hundreds ofQuickBooks seminars to thousands of QuickBooks usersand accounting professionals. Michelle is the author of twobooks: Successful QuickBooks Consulting: TheComprehensive Guide to Starting and Growing aQuickBooks Consulting Business and How to Start a HomeBased Bookkeeping Business (available 6/1/2011) andnumerous courses for Intuit Academy.Joe MartinoConcurJoe Martino has been helping businesses achieveefficiencies through automation with Concur over thepast five years. He has helped launch and implementover 600 Concur Small Business Customers, most ofwhom use QuickBooks for their accounting. He’s aconsistent presence and resource at our localQuickBooks MeetUp Group and is always willing toeducate members of the Concur Advisor Program - andtheir clients - about Concur and the field of travel andexpense management. Please feel free to stop by andintroduce yourself to Joe, and learn more about Concur,as well as the Concur Advisor Program.Don’t forget theGive Aways!About the Trainer:Gale Kirsopp For over a decade Gale Kirsopp has helped distributionand wholesale businesses improve their operationalefficiency and productivity by ensuring that they havethe right accounting, inventory and reporting systems inplace. From the evaluation of financial workflows tosoftware recommendations, implementation andtraining, Gale’s focus is always on improving herclient’s business and bottom line through streamlinedprocesses and procedures and making the rightsoftware choices. Gale is an accomplished publicspeaker and trainer with over 20 years of experience infront of small and large groups. ScanWriter 160 DesktopScanner ( 495)QuickBooks Premier Edition ( 395)QuickBooks Hosting, 1-user 12month subscription ( 600)QuickBooks Hosting, 1-user 6month subscription ( 300)Concur Platinum AdvisorAccount ( 249)Concur, unlimited user 12month subscription ( 1500)

Paradigm Shifts in AccountingTechnology 2012 - Doug SleeterSeattle QuickBooks TechnologyBootcamp, June 7, 2012Paradigm Shifts inAccounting TechnologyHow Chunkification and Zero EntryChanges the Paradigm for SmallBusiness AccountingDouglas Sleeter, FounderThe Sleeter GroupAbout Doug SleeterThe Sleeter Group 650-member Accounting Consulting Group Author – Textbooks and Reference Guides Consultant to Software DevelopersCPA Practice Advisor Columnist, Successful Small Business Consulting Top 25 Thought Leaders, 2011 and 2012Accounting Today Top 100 Most Influential People in Accountingfor 2008, 2009, 2010, 201121

Paradigm Shifts in AccountingTechnology 2012 - Doug SleeterSeattle QuickBooks TechnologyBootcamp, June 7, 2012The Old WorldClientLive DataDesktops/ServersCommunicationAccountantTravel or RDPAccountantCopies of DataDesktops/ServersE-mail or FTPBoth WaysLANs/VPNsLANs/VPNs Expensive Complex Must Coordinate with Client Data Gets Out of Sync Security Lapses Everywhere Very InefficientThe New WorldClientManage SecurityBookkeepingSoftwarePayrollDashboard Anytime/Anywhere Enhanced Security Less ExpensiveConsultingTaxesJob CostingPOSAccountantLiveDataCFO ServicesDashboard Data Always in Sync (Live) Simplicity Reduced Client IT Needs2

Paradigm Shifts in AccountingTechnology 2012 - Doug SleeterSeattle QuickBooks TechnologyBootcamp, June 7, 2012So Where Are We Today?In Transition5David vs. Goliath Big Players Struggle in New World– Cloud Connectivity Has Been Elusive (e.g. IPP)– The “Ball and Chain of a Large Customer Base”– To adjust, they’re embracing smaller companiessolutions and providing platforms to enhance theirend-to-end solutions Small New Companies Thrive– Agile Development Teams– No Ball and Chain– Cloud, Mobile, and Connected is in their DNA63

Paradigm Shifts in AccountingTechnology 2012 - Doug SleeterSeattle QuickBooks TechnologyBootcamp, June 7, 2012Retrofitting the Desktop to WorkWith the Cloud – Wrong Paradigm Connecting Multiple Add-ons with QB– Increasingly Painful– Multiple Connection Tray Apps– Multiple Vendors Involved – Who to Call?7The Problem is the Foundation 25-yr old Software, Written for a Different Paradigm QB was revolutionary for its time, but thatwas before:– Internet, Payment Gateways, Shopping Carts,Online Banking, Mobile Devices New Paradigms Demand New Solutions84

Paradigm Shifts in AccountingTechnology 2012 - Doug SleeterSeattle QuickBooks TechnologyBootcamp, June 7, 2012The Pendulum Swings From Mainframes to PCs – And Back Again– The Internet is Today’s Mainframe From All-in One Accounting Systems– To Connected Chunks– It Started with the QuickBooks SDK From Single Vendor Solutions– To Multi-Vendor Connectionsbetween Chunks9Chunkification of Business ProcessesAccountant BrandedSecure Web SiteGL,Reports &Dashboards5