build a virtual practice: integrating quickbooks desktop...
TRANSCRIPT
Build a Virtual Practice:Integrating QuickBooks Desktop and Office 365
Kevin RoosaDirector of SalesRight Networks
• Drives Right Networks growth and new customer acquisition through: – Developing and executing sales strategies– Understanding customer business needs and
objectives– Establishing and maintaining strong
customer relationships
Agenda
• Right Networks At-A-Glance• What’s happening in the cloud • Benefits of QuickBooks Hosting for your firm• Streaming your workflows with Microsoft Office
365• Q&A
Right Networks At-a-Glance
• Founded in 2002• Headquartered in Hudson, NH• 2 world-class Tier 4 data centers
located in the US• 24x7 live US-based technical support• 125+ employees• 100,000+ hosted desktops globally• 400+ apps supported
About Microsoft Cloud Solutions Program
• Global program supports the growth of MSFT Partners like Right Networks to develop and grow their Cloud business services
• Currently some 85+ CSP Partners active in the US, with combined revenue growing at 30+% annually
• Growing number of MSFT workloads and applications are being folded into the CSP umbrella:– Office 365– SQL– CRM online– Azure Cloud Services, which enable a multiplicity of applications,
from Disaster Recovery to Big data and BI
POLL: What Microsoft Office Plan do you use?
• Microsoft Office Home Edition
• Microsoft Office Standard
• Microsoft Office ProPlus
• Microsoft Office 365
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Cloud Industry Insights
#SNH16
The world works differently today.The change from a world of individual creation to real-time, anytime, anywhere collaboration and co-creation is ever increasing.
of business email users will primarily rely on a Surface, tablet or other mobile device by 2016.
50%
of SMBs believe mobile apps will entirely replace some traditional solutions in the near future
71%
3.5 million
SMBs will use instant collaboration apps by 2018, and
2.5 million
will use web conferencing
Get the tools you need for today’s business.
Worryless
Workeasier
Worktogether
Always up to date, best-in-class productivity tools from Office 365 can help you:
Market Trends
POLL: What is your biggest challenge?
• Pricing my services
• Collaborating with clients
• Keeping up with technology
• Finding new clients
• Expanding my offerings
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Challenges of today for financial professionals…driving new value and revenue
Benefits of Hosting QuickBooks in the Cloud
POLL
• Have you moved your firm to the cloud?
– Yes, 100% of my current clients are in the cloud
– Yes, but I am still transitioning some clients
– No, but I would like to soon
– No, I am still evaluating moving to the cloud
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Why QuickBooks Hosting?
• Increase productivity
• Improve efficiency and focus
• Minimize risk & IT hassles
• Collaboration
• Focus on growing your business
• Addition of high-value services
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Collaboration
• Make better use of company resources and save time– Log in anytime, anywhere to view or work in the files you
need
– Accountants and clients can work in the QB file simultaneously without interrupting each other
– Work across multiple locations
– Share with team or business partners
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Reduce Hassles and Costs
• Fully-managed infrastructure on which your data and applications run
• No longer have to install or maintain software on your local machine
• Managed environment where your security, updates, backups and maintenance are handled by experts
• Just log in and focus on your work!
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Cloud Security
• Highest-level approved data centers
• Data replication
• Encrypted communication, firewalls and backups
• Multi-layer access controls
• Enterprise-class reliability on a end-to-end clustered, highly-available infrastructure
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Backups
• Why they are important – Risk loss productivity if your client’s PC crashes or fails
– Prevent loss from natural disasters and extreme weather
– Recover deleted files
• Does your current system allow for: – Nightly backups
– Maintain data for 30, 60 or 90 days
– Encrypted backups
– File restores
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Streamline Your Workflowswith Office 365
POLL
• What’s the primary way you collaborate with clients and colleagues?– Email files back and forth
– USBs
– LogMeIn/File Sharing
– On-Prem Server
– Face-to-Face Visit
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Office When and Where You Need It
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• Your Office – anywhere: Top-of-the-line set of productivity tools
• Tools for the professional: connect better with customers and colleagues with a range of communication tools
• Tools for teamwork: plenty of space for all of your files
• Easy setup and management: your services are always up and running and up to date
Business-
class email
Online
meetings
Online
document
storage & file
sharing
Financially-
backed SLA
Technical
support
Private social
network
Office
applications
Consistent Cross-Platform Experience
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Familiar, consistent experience across favorite devices makes on-the-go document creation, review and collaboration easy.
Best-In-Class-Productivity
Create and edit documents in real time with colleagues
Sync files across all your devices
Communicate with customers, collaborate with colleagues, gain access to data and storage
Benefits for Your Business
• Provide greater insights into financial risk and business performance
• Protect client financial data and ensure compliance
• Improve the client experience
• Improve agility, reduce costs and provide tools to work efficiently
The Right Plan for Your Business
Office 365 + QuickBooks Desktop Integration
• One cloud workspace with access to key productivity & financial tools
• Easily share files across multiple devices and colleagues
• Multiple options to integrate with your hosted QuickBooks desktop –purchase from Right Networks, transfer an existing license, or bring your own license
