Scaling New Heights® 2020 Sponsors At-a-glance 'Wrap-up' # 7

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Scaling New Heights 2020 is being held November 8 - 11, 2020 at the Orlando, Florida World Center Marriott with both on-premise and remote (virtual) experiences. Insightful Accountant has been providing our readers with vignettes about each of the conference sponsors, this feature concludes our series.  Each articles' sponsors were randomly selected in no particular order or ranking, but they were listed in alphabetical order within each article.

Insightful Accountant wants to wish all of this year's sponsors, with both 'on-site booths' and 'remote access kiosks', the very best at this year's conference. We also want to wish all of this year's conference participants, especially those attending the 'live event' a "safe and rewarding" conference experience.

Justworks helps entrepreneurs and businesses grow with confidence by giving them access to big-company benefits, automated payroll, HR tools, and compliance support — all in one place.

  • Benefits - access benefits your team deserves at rates your company can afford.
  • Payroll - automate payroll and payments for teams of all shapes & sizes.
  • Compliance - Justworks helps companies comply with employment-related requirements.
  • HR Tools - ditch those spreadsheets and manage your team from the Justworks platform.

Justworks makes the life of their clients easier, and it they can make your life easier too. Find out how at the Justworks website.

"We don't  just enter your data into QuickBooks Online, we enter it the way your 'accountant' would."

Orchard Connect is the easiest payments/accounting integration platform on the market. They make your eCommerce system talk with QuickBooks Online on a deep level so that you can capture & sync ALL of your data.

  • Sync all transaction types like Charges, ACH Payments, Invoices, Subscriptions, Fees, Applied Balances, Returns, Payouts, Disputes and more.
  • Detailed info like Date, Customer Name, Address, Total Amount, Product Name, Quantity, Rate, Fees, Discount, Sales Tax, Shipping and Tips.
  • Batch Transactions on a daily basis in a single sales receipt for easy tracking.
  • One Platform to Manage your Data, manage all your QuickBooks connections in one place.

Start spending less time collecting and posting your data into QuickBooks Online. Not sure then head over to the Orchard Connect website for more details, or maybe even experience their 14-day free trial 'with free set-up'.

Point7seconds, formerly OneNoteForAll, is a training company specializing in teaching accounting firms how to implement Microsoft OneNote and other 365 applications.  

They believe that Microsoft 365 consulting will be your next great niche since a lot of people have OneNote but they don’t know how to use it.  Those people are just waiting for you to help them set it up and start implementing it into their firms and personal lives, in exactly the same way you helped them with QuickBooks. They need you to be successful!

Point7seconds provides OneNote training for ProAdvisors to not only help you learn more about the application, but to coach you into becoming instructors and advisors to your own clients working with OneNote.

To learn more about the opportunities Point7seconds offers, including their 101-OneNote Bootcamp, be sure to check out their website.  

"The Easiest Way to Pay - Pay Invoices Directly From Your Accounting Software…Without Logging Into Your Bank!"

SHTAR® is a B2B payment processing solution that interfaces existing accounting software applications (e.g. QuickBooks, etc) with bank payment platforms, streamlining automation, and eliminating manual processes for the payor, bank, and payee.

  • The SHTAR™ easy-to-use plug-in to your accounting application means that you never have to leave your accounting application to make a payment!

SHTAR® automates payments and syncs transaction related data directly from the accounting software to the recipient. It eliminates duplicate data entry, and streamlines transaction approval controls, all within existing accounting workflows.

  • SHTAR™ supports multiple layers of review and approval before payments are initiated for enhanced security.

When a payment is entered in the accounting application, the software on the SHTAR® platform generates a vCheck™ (virtual check) that can be reviewed and approved digitally, before being submitted for processing by the SHTAR® user’s bank. 

  • With the SHTAR™ plugin, once a vCheck™ is processed and funds transferred by the bank, it auto reconciles with the accounting software. 
  • The bank balance is automatically synced with the book balance thus saving employees valuable time from having to manually review all checks by marking them off individually while reconciling, which gives small businesses easier transaction auditing.

For more details about how you can eliminates duplicate data entry, and streamline transaction approval controls, all within your existing accounting workflows to make payments without ever logging into your bank again, just head over to the SHTAR® website.

TaxProMarketer is the nation's leading marketing agency for independent CPA's and Tax professionals. They are here to help you and your firm thrive with their 'free' Leadflow Acceleration Session. 

Their Leadflow Acceleration Session  is a custom-tailored plan so you can generate more leads, new client engagements and profits. Their team of certified experts and will do the following for you:

  • Build a customer Keyword List. The list is based on your services, service area and search trends. They'll use state-of-the-art tools to find the most searched-for tax and accounting services and keywords. And they will show you which keywords will drive the most traffic to your website. 
  • ​Run a Ranking Report. You’ll see exactly where your company currently ranks online for those “money” keywords… that… will bring in hot prospects. 
  • ​Review Your Website Optimization. You get a complete analysis and explanation of why your website is not ranking at the top of the search engines. More importantly, they’ll show you how to launch it to the top so your best prospects see it. 
  • ​Review Your Website Conversion. You’ll discover what might be turning website visitors off and how to turn them into incoming engagement calls. 
  • ​Examine Your Local Internet Marketing Domination Plan. They will outline step-by-step how you can leverage the internet for more calls, leads and profits.

If it's time for you to begin dominating your local online market, and to grow your reputation, your firm, your client base and your income, then it's time for you to head over to the TaxProMarketer website.