Meetup Group for QuickBooks® Consultants

Presented by Peter Audenas, President Remote Controller®

© 2010 Remote Controller. All rights reserved.

Our Mission To make all participants more successful Intuit®

Product Consultants and Solution Providers, to small- and medium-sized businesses

Overview of Today’s Topics• Introduction

• Presenter• Participant Profile• Group Meeting Protocol

• Intro to QuickBooks® Point of Sale• Hardware Demonstration• Cost of Software Options• Software Functionality Demonstration• Conclusion

• Benefits to Meeting Participants• Remote Controller® Service Offerings• Contact Information

Presenter – Peter Audenas 30 Years Working with Small Closely Held Businesses:

9 Years - Public Accounting – small, medium and Big 6 9 Years - Corporate Accounting as Controller and CFO 12 Years - founder and owner of Remote Controller®

Areas of experience–

Business ManagementBusiness DevelopmentProject ManagementBack Office Systems Design and Reengineering

FinanceAccountingITSalesMarketingTaxes

Presenter – Peter Audenas 10+ years working with QuickBooks® Certified QuickBooks® ProAdvisor

Intuit® Solution Provider Certifications –

Enterprise Retail Solutions Field Service Management ES QuickBase

Participant Profile Intuit® Solution Providers (ISP) QuickBooks® ProAdvisors ISP and/or ProAdvisor “Wannabes” Invited Guests, Partners, Vendors Consultants that work with QuickBooks® and related

solutions Consultants looking for new solutions to offer their

clients and prospects CPA firms looking for new sources of revenue

Group Meeting Protocol Currently, group meetings are Free-of-Charge!

Meals are included at these meetings

We will begin meetings 10 minutes after the stated start time and end 10 minutes early to allow to ensure timeliness and encourage networking

Other networking within the group is done via LinkedIn

Every meeting will have a specific agenda and course outline

Today’s Topic: Intro to QuickBooks Point of SaleKnow exactly where you are making money and

where you are not! Stay on top of business with instant reports on sales,

customers and inventory trends Save time managing inventory-it’s automatically

updated with every sale, order and return Work more efficiently from printing price tags to

automatically creating purchase orders Keep customers coming back with loyalty programs,

gift cards, and personalized reminders

QuickBooks Point of Sale Hardware Computer Monitor – regular or touchscreen Receipt printer Cash drawer Bar code scanner Credit card swiper Debit/credit card/gift card swiper pin pad Other

Intuit QuickBooks Approved Point of Sale Hardware

Combine Intuit QuickBooks Retail Solutions software with these guaranteed—compatible Point of Sale hardware1 items to turn any PC into a complete retail management system. Or get software bundled with our most popular pos equipment. Point of Sale Hardware is guaranteed compatible only when purchased from Intuit.

Credit Card Reader

Process credit, debit and gift cards directly from your PC2Saves time and eliminates the need for a stand-alone terminalRequires Point of Sale or Cash Register Plus Merchant ServiceMeets regulatory industry standardsUSB powered — no external power supply required$69.95

Receipt Printer

Receipt prints out when a sale is completeAlso prints duplicate credit card slips and gift receiptsAuto-cutter for easy removal of receiptEasy drop-in paper loadingUSB interface$219.95

Cash Drawer

Opens automatically when you complete a saleSturdy, full-size all metal constructionLockable for extra securityDual media input slotsConnects to receipt printer$109.95

Intuit QuickBooks Approved Point of Sale Hardware, continuedBar Code Scanner

Ring up sales faster and track inventory more accuratelyRead quickly across high and low density bar codes

Sleek ergonomic design for operator comfort and productivity

Rugged construction for durability

Scanner stand included

USB interface— Wireless Bluetooth version available with USB base station (Add to Cart)**Does not work with Cash Register Plus$199.95

Physical Inventory Scanner2

Scan inventory anywhere — it's wireless and lightweight!Scan bar codes in batches quickly — 2 MB RAM accommodates large inventoriesReturn to cradle to automatically update your POS inventory recordsRechargeable battery provides over 100 hours of scanning on one chargeUSB interfaceDoes not work with Intuit QuickBooks Cashier Register Plus$619.95

Tag Printer

Print your own inventory tags and bar code labelsPair with Bar Code Scanner to enter merchandise information faster and more accuratelyCompact size fits into areas other printers can'tUSB interfaceDoes not work with Intuit QuickBooks Cash Register Plus$329.95

Intuit QuickBooks Approved Point of Sale Hardware, continued

PIN Pad 2

Customers can pay with credit or PIN-based debit cards cardsSave money on processing costs by having your customers use debit cardsUSB interfaceMeets latest PCI PED security standardsRequires Point of Sale or Cash Register Plus Merchant ServiceWorks with Point of Sale v.7 (release 5 or higher), v.8 (release 7 or higher) and v.9 only

*Does not work with Cash Register Plus$179.95

PIN Pad with Integrated Card Swipe2

Customers can pay with credit or PIN-based debit cards cards3Save money on processing costs by having your customers use debit cardsAllows your customers to maintain possession of their credit and debit cardsUSB interfaceMeets latest PCI PED security standardsRequires Point of Sale or Cash Register Plus Merchant ServiceWorks with Point of Sale v. 7-9 only$289.95

PIN Pad with Signature Capture2

Customers can pay with credit or PIN-based debit cardsSave money on processing costs by having your customers use debit cardsAllows your customers to maintain possesion of their credit and debit cardsCustomer signature for credit cards stored electronically on the receipt for easy reprinting in case of chargebackUSB InterfaceMeets latest PCI PED security standardsRequires Point of Sale Merchant ServiceWorks with Point of Sale v. 8 and v.9 only

Does not work with Intuit QuickBooks Cash Register Plus$599.95

Pole Display

Display prices as you ring up salesAllows customers to verify price for increased satisfactionBright green fluorescent display with high visibilityEasily program custom messagesAdjustable viewing anglesUSB powered — no external power supply needed$209.95

Intuit QuickBooks Approved Point of Sale Hardware, continued

QuickBooks Point of Sale Software Basic Pro Multi-Store Cash Register Plus

QuickBooks Point of Sale Functionality Connecting hardware – setup wizard Importing and exporting data Inventory Sales basics Receipt basics Accepting credit cards Physical inventory Reports End of day Exchanging POS data with QuickBooks Multi-Store basics:

HQ / Mailbags / Inventory entry

Benefits to Meeting Participants Opportunities: to increase revenue by working with larger,

more complex client engagements; not limited solely to Intuit® products

Education: providing awareness of solutions currently available to small- and medium-sized businesses

Training: provide basic and intermediate training on Intuit® and related products

Pre-Sales Support: let us help you identify the opportunity Ongoing Support: let us help you identify ongoing

opportunities to provide continued value to your clients

Remote Controller® Service Offerings Marketing: plan to create meeting groups throughout the country and a

national network of experts through social networking, such as LinkedIn, Facebook and Twitter

Sales: provide direct on-site or over-the-phone sales support; let us help you expand on the solutions you offer to your clients

Business Development: research new technologies, trends, and software and develop methods to create sales based on these

Project Management: create a work plan and stick to it to ensure “customer delight”

Account Management: receive discounts for placing your orders through us

Remote Controller® Service Offerings (cont’d)

Recruitment- looking for the “best of the best” in:Specific Products Specific Industries Technology Back Office Systems Accounting Bookkeeping Tax

FinanceAdministrationMarketingSalesBusiness Development Project ManagementBusiness Management Recruiting

Partnering with Remote Controller®

Please contact me, Peter Audenas peter@rcontroller.com or 630-631-6153 To discuss opportunities or spread the word to others

that may be interested in attending our meetings

Chicago Meetup Group for QuickBooks® Consultants

Presented by Peter Audenas, President Remote Controller®