Countdown to QuickBooks Connect 2019 - Part 1

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Here at Insightful Accountant we began our 'countdown' to QuickBooks Connect more than a month ago with features about some of our favorite speakers who will be teaching breakout sessions. We will be continuing speaker features, but we are also going to start looking at the sponsors who make it possible to 'connect' with so many of the featured products that work with QuickBooks.

ADP

ADP can give your clients cutting-edge solutions for easy and accurate management of their payroll, taxes and Human Resource tasks. Your clients’ payroll and HR data can be seamlessly integrated with their QuickBooks or other accounting solution. That’s why companies of all types and sizes around the world rely on ADP®’s cloud software and expert insights to help

ADP® offers accounting professionals’ data insights and flexible partnership options to help increase revenue for your firm, along with anytime access to authorized client data, a seamless general ledger interface and complimentary practice tools like RUN powered by ADP and their award-winning cloud solution Accountant ConnectSM.  And be looking to some ‘big’ (did I say ‘big’) announcements from ADP during QuickBooks Connect  to give you better insights into your clients and much more. (Hey, we would love to share the news now, but it’s as ‘big secret’, so you will just have to attend QuickBooks Connect and drop by the ADP booth).

Learn how you can partner with ADP to recommend smart payroll and HR solutions to your clients while remaining their strategic advisor, even as ADP handles their payroll, tax, and HR needs. You will earn rewards with each ADP referral. 

So, if you have been looking for a better way to do payroll, just step over to the ADP booth on the exhibit hall floor to find out how you can become an ADP Partner for success. And while you are there you might just want to 'break some boards with ADP'... stop by their booth and grab a board, write your biggest business obstacles on it and smash through the barriers that are holding you back!

BlueVine

BlueVine provides small businesses with financial capital when they need it, so they don't have to worry about making payroll or investing in growth. They also serve small businesses with speed, simplicity and transparency. That means no long waits, paperwork or hidden fees that typically occur with other financial lending sources.

BlueVine offers both lines of credit and invoice factoring for small businesses. You can typically get approved within 24 hours of applying, then draw funds whenever you need them, and replenish your credit as you repay.

BlueVine Partner Program Advisors can help their clients free up cash, pay expenses, invest in their business and cover payroll when their clients experience long payment cycles, cash flow crunches, don't qualify for a bank loan, or need working capital or fast funding. The free BlueVine Partner Program allows ProAdvisors to act as lead generators with an opportunity to earn commissions for the life of the client. 

If you are interested in more information about the capital options BlueVine offers, or their Partner Program, then be sure to stop by the BlueVine booth in the exhibit hall while attending QuickBooks Connect.

CashFlow Tool by Finagraph

CashFlowTool by Finagraph securely connects to QuickBooks Online, Desktop and Enterprise and immediately unlocks powerful cash flow insights. With CashLearn™ patent-pending artificial intelligence CashFlowTool predicts the future with confidence, so you can understand your current and future cash flow situation.

You can track your daily cash balance, the best time to pay your bills, or when you need to get outstanding invoices paid. Enable automatic updates on a schedule that you define, ensuring CashFlowTool is always up-to-date.

Finagraph’s tools allows Trusted Business Advisors to communicate effectively with stakeholders, co-owners, board members and lenders, sharing documents that provide a meaningful analysis of where your business has been, where it is at, and where it is going. f you are ready to rise above simple reports and experience the same type of technology that helps power services provided by Moody’s Analytics and leading banks, then be sure to check out the CashFlow Tool booth on the exhibit hall floor at QuickBooks Connect.

By the way, Justin Pulgrano with Finagraph will be presenting a webinar titled Cash Flow Forecasting: Your Golden Ticket to Advisor Services at 2 PM Eastern on October 17, 2019. You can register for this free webinar here.

CollBox

CollBox integrates with QuickBooks Online to help bring better visibility to your delinquent accounts receivable. It then simplifies the task of collecting on past due invoices.

Getting paid what you’re owed can be a painful, time-consuming, and an inefficient process. The CollBox platform automates the collection process by connecting to your existing cloud accounting software, identifying delinquent accounts, and instantly pairing that debt with the best collection agency.

With just 3 clicks you will send the paired data to the ideal collection agency at a competitive rate so that you can get paid instead of writing off a bad-debt.  WOW!

Speaking of WOW, have we got a special 'Wow edition' of Insightful Accountant's App Academy for you. On October 22, 2019 at 12:00 PM (Eastern) Kelly Bistriceanu who is Head of Accounting Partnerships at CollBox will be presenting their #1 rated intelligent debt collection application. Register here for Kelly's CollBox App demo.

You know, if you are an accountant, bookkeeper, business consultant or QuickBooks ProAdvisor, then CollBox is an effortless way for you to provide debt collection services for your clients struggling with past-due A/R. You won’t even have to pick-up the phone to make collections.

You will have the opportunity to visit with Kelly about how you can become your client’s debt recovery super hero when you stop by the CollBox booth while attending QuickBooks Connect.

Rootworks

Rootworks is redefining the model for the Modern Accounting Firm. They provide small accounting firms with a single source for their consulting, education and communications needs.

Rootworks will help you do the right things in the right order so as to take your firm on a transformational journey, without reinventing the wheel. With Rootworks, you’ll learn a structured method for developing a vision and creating the right business model to understanding and deploying technology.

Rootworks also tests and vets best-of-breed Apps in their working firm to give you confidence at a time when everything is changing, and your choices matter more than ever. Rootworks proudly counts 500+ member firms in their community of motivated, progressive accounting practitioners who are creating today’s finest client experience.

Be sure to stop by the Rootworks booth on the exhibit hall floor of QuickBooks Connect to see how you can transform your business into a Next Generation Accounting Firm™.

TAX1099.com

TAX1099.com powered by Zenwork, Inc., is an IRS- approved E-file provider for 1099, 1098, W2, and 940/941/944 and other forms. They blend Tax expertise with technology to provide superior compliance tools. TAX1099.com provides an ideal solution for small business, independent accountants, bookkeepers, CPA firms, corporations of all sizes, and third- party filers requiring multiple company support.

The company’s core values of integrity, client satisfaction, innovation, domain knowledge and intellect differentiate them from their competitors. Their focus on developing and maintaining a measurable client satisfaction program has created a company culture where each of their associates delivers world class service, every day, with every interaction.

While attending QuickBooks Connect be sure to stop by the TAX1099.com booth in the exhibit hall to find out how they can assist you with all your E-file requirements.

QuickBooks Connect is being held at the San Jose (Ca) McEnery Convention Center  on November 6, 7 and 8.

November 6 is this year's 'Accountant's Day' which is designed for accounting professionals

  • Big news - there will be 'new' tracks available for the Accountant Day breakout sessions including non-profit, construction, e-commerce, retail, professional services, legal, advisory, pricing, apps mastery, and business growth.
  • There will also be 101 level QuickBooks classes along with intermediate and advanced level classes followed by a Power Panel on each.
  • Attendees can 'track true' in a single track, or can 'mix-n-match' track sessions as they desire.
  • This is your opportunity to 'pick the brains' of countless experts about QuickBooks, their favorite Apps, problems you have seen with an App integration, or simply ask "how they deal with a client situation?" Folks, this is a big part of what 'the Connect' in QuickBooks Connect is all about.

November 7 & 8 provides an opportunity business owners, experts, vendors and other mentors to interact with you, the accounting professionals and ProAdvisors who know QuickBooks.

All three days offer an Exhibit Hall with sponsor-partners offering the latest innovations, tools and trends designed to work with QuickBooks and impact your business and streamline workflows. You will have the opportunity to meet with product experts at their product booths where you can explore hands-on activities including product demos, ask questions and receive personalized help and advice via one-on-one sessions, and more. Keep on the look-out for more of my 'Countdown to QuickBooks Connect' features to help get you ready fro the exhibit hall.

So, get all the details about sessions, keynote speakers, hotels, travel deals, and registration at the official Intuit QuickBooks Connect website.