Business Apps

Shouldn’t Be That

Hard to Use

New software and apps are introduced weekly, designed to make life easier for the small business owner. Most are very powerful, but many find they don’t always do everything their business needs--or don’t do it well.

Instead of working faster and more efficiently, some business owners spend more time re-entering data or sitting in a help desk chat room.

Our panelists will identify some of the more efficient and effective apps and software that can help small businesses with fine-tuning strategy to automating aspects of inventory management to paying the vendor on-time, and more.

Most are either free or reasonably priced.

Today’s Panel

Kimberly Shannon

President, Off-Site Business Services, Inc.

Shamese Shular

President, SHU Books

Nancy Smyth

President, Sunburst Software Solutions, Inc.

$38

average cost to pay a single bill

average collection period on a receivable

of small businesses finding it extremely

frustrating toforecast cash flow

45days 57%

Bill.comReal Growth. Real Control. Real Advantage.

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You could save 50-75% of the cost and time

in paying your bills.

You could eliminate the conditions for fraud?

You could approve payments from a plane or

a beach chair?

What If...

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Real Growth.

Real Control.

Real Advantage.

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Real Growth. Real Control. Real Advantage.

CLIENT ACCOUNTING PLATFORM

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Your Home screen.

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RealGrowth

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11

1. Bills automatically sent to Inbox

2. Coded, Routed for Approval

3. Approved

4. Paid (ePayment)

Including….

• Built-In Audit Trail and cleared check images• Workflow Management• Electronic Document Storage• Accounting Software Synchronization

PAYABLES

THEN

THENvs

NOW

NOW

1. Pick Up Mail

2. Open Mail

3. Process Bills

4. Post Bills

5. Send Report to Approver

6. Review with Approver

7. Coordinate with Vendor

8. Repeat…

9. Generate Check Run

10. Stuff Checks

11. Mail Checks

12. Coordinate with Vendor

13. Reconcile Bank Account

14. Repeat…

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12

1. Bills automatically sent to Inbox

2. Coded, Routed for Approval

3. Approved

4. Paid (ePayment)

Including….

• Built-In Audit Trail• Workflow Management• Electronic Document Storage• Accounting Software Synchronization

PAYABLES

1. Pick Up Mail

2. Open Mail

3. Process Bills

4. Post Bills

5. Send Report to Approver

6. Review with Approver

7. Coordinate with Vendor

8. Repeat…

THEN NOW

THENvs

NOW

9. Generate Check Run

10. Stuff Checks

11. Mail Checks

12. Coordinate with Vendor

13. Reconcile Bank Account

14. Repeat…

Pay Smarter

50 - 75% Less Time

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Pay Bills Screen

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Pay Bills Screen

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Approve Payments

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Payment confirmation.

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Your Home Screen

Invoice Clients

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1. Create Invoice2. Synchronize3. Send & Track4. Payment Through Customer Portal5. Synchronize

Including….

• Branded customer portal for payments• Automatic recurring invoices and auto payment• Online document exchange and collaboration

THEN

1 Create Invoice

2 Review Invoice

3 Print/Stuff/Mail

4 Incoming Calls

5 Email Notification

6 Incoming Calls/?s

7 Late Fees Assessed

8 Complaining Customer

9 Review with Board

10 Return Call to Customer

11 Repeat…

12 Pick Up Mail

13 Open Mail

14 Process Checks

15 Post Payments

16 Enter Deposits

17 Deposit at Bank

RECEIVABLESTHENvs

NOW

NOW

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19

1. Create Invoice2. Synchronize3. Send & Track4. Payment through customer portal5. Synchronize

Create Invoice

Review Invoice

Print/Stuff/Mail

Incoming Calls

Email Notification

Incoming Calls/?s

Late Fees Assessed

Complaining Customer

Review with Board

Return Call to Customer

Repeat…

THEN

Pick Up Mail

Open Mail

Process Checks

Post Payments

Enter Deposits

Deposit at Bank

NOW

RECEIVABLESTHENvs

NOW

Get Paid Faster

2-3x Increase

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Are You at Risk?

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Are You a Statistic?

Typical organization’s loss of its annual revenue to fraud (Smaller organizations higher)

5%

49%Number of victim organizations that never recover any losses due to fraud

‣ Lack of proper internal controls

‣ Loopholes in everyday business processes

‣ Payment fraud

‣ Lack of tools to detect fraud and security risks

‣ Check stock easily accessible

Where’s the Exposure?

Source:

Association of Certified Fraud Examiners

2012 ‘Report to the Nations’

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Are You a Statistic?

‣ Complete and automatic audit trail

‣ Pay everyone electronically

‣ Account information completely hidden. Prevent improperly mailed checks, reduce risk of information theft

‣ Uses 256-bit encryption – just like your bank. Your data is backed up in multiple locations and encrypted. Funds are FDIC-insured

‣ Bill.com syncs all vendor and bill information and eliminates double entry

‣ Routes bills electronically to your designated approvers

‣ No paper “touches” at any time – prevent “lost” bills, invoices, and contracts

Eliminate Fraud and Errors

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Prevent Fraud: Full Visibility with Complete Audit Trail

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Prevent Fraud:A History of EverythingK

RealAdvantage

from here

to here

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Shoeboxed“Go paperless with accurate, verified data”

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Features

• Receipt Organization– Receipts are scanned by you, verified by

them

– Easily searchable

• Mobile Apps– iOS and Android

– Mileage tracking

• Magic Envelopes– Send in your clutter to get organized

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• Gmail integration/receipt sync– Automatic receipt sync!

• Business card management– Organize your contacts

• Tax acceptable receipts

• Expense Reports– With receipt images

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Integrations

• QuickBooks

• Xero

• Evernote

• Wave

• ScanSnap

• HP

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Pricing

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FreshBooksAccounting made for you, the Non-Accountant

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Features

• Invoicing

– On the go

– Multi-currency

– Read receipts

• Expense receipts

– Sync with bank or snap a picture

– Track by client, and add to invoice

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• Time Tracking– On the go with your phone

– Multiple jobs

– Teams

• Reporting– Invite accountant, and export

journal entries

• Integration– PayPal, Stripe, Google Apps,

ZenPayroll, Xero

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Pricing

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Time-tracking & more!

• Mobile Apps for iPhone/iPad and Android• GPS location tracking• Overtime & Overtime Alerts• PTO, Vacation and Timesheet Approvals• DCAA/DOL Compliant• Crew App for iPhone/iPad and Android• Traditional web-based time tracking from your laptop too!

• Time Tracking via Text• Tweet your Timesheet• Call in from a landline

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Integrates with . . .• QuickBooks – both desktop and online versions• ZenPayroll

Additional Setup fees apply to the following:

• Sage

• ADP

• Paychecx

• eXpert

• Evolition

• PayPlus

• Ceridian

• MAS 200

• EZWeb

• Comvidia

• MAS 90

• Sagepro

• Darwin

• Panorama

• Timberline

• Echx

• Paylocity

• and more……

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The Payroll Item Mapping Tool

• Payroll Item Mapping by Employee – allows you to assign default payroll items to each employee

• Payroll Item Mapping by Customer/Service Item/Class -assign specific payroll items based on specific customers, service items, or class items

• Allow Employees to Select Their Own Payroll Items -

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• Payroll Item Mapping by Employee – allows you to assign default payroll items to each employee

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• Payroll Item Mapping by Customer/Service Item/Class - assign specific payroll items based on specific customers, service items, or class items

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• Allow Employees to Select Their Own Payroll Items -

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Crew App for iPhone & AndroidAndroid – built in

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iPhone separate apphttps://itunes.apple.com/us/app/crew-time-tracker-by-tsheets/id512718288?mt=8

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DCAA/DOL Compliance

When businesses win government contracts they need to make sure their time tracking remains compliant with the Defense Contract Audit Agency (DCAA).

These Department of Labor (DOL) contracts require extensive reporting, precise time tracking with audit trails for all changes, specific supervisor approvals and more, in the case of a DCAA audit.

Using TSheets Manual Time Entry protects businesses with the time tracking, management and reporting capabilities needed to comply with government regulations and guard against any audits.

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Manual Time Entry

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Reporting

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Trial & Pricing

$20.00 per month base price PLUS $5.00 p/m for each user

Special Discount:For a 10% discount on your first year, use this affiliate link

www.tsheets.com/a/sunburst

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Securely Share and Manage Your QuickBooks Company File

• Share QuickBooks company file securely.• “Lock” the company file to make changes.• Sync changes and release the lock automatically.• Other users can open the file to view transactions or run reports –

BUT any changes they make will not be synced.

• Safer and more reliable than Dropbox, Google Drive, etc.• Cheaper than having your QuickBooks data file hosted .

• Supports Windows versions of QuickBooks Desktop 2008 or newer.• Marketed as a tool for bookkeepers, ProAdvisors, CPA’s but can be useful to

the end user as well.

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Simple to Setup and Install

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Qbox is Just Another Folder on Your Computer

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Manage Qbox from Your Browser in the Web

Dashboard

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Share the Qbox Folder and Invite Users

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Manage Qbox from Your Desktop

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Pricing, Plans & Trials

Free 1 month trial

For Businesses:Pro Plan: $9 month/$90.00 per year per folder

Single AdministratorCreate a regular Sync folder and share with other users

For Accounting ProfessionalsQbox Team: Pricing starts at $30.00 month

https://qbox.coraltreetech.com/

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QXpress QuickBooks Scheduling Software

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QX-Sync Technology

Every feature in QXpress is designed to look, feel, and operate the way you and your staff are used to in QuickBooks.

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Invoicing

• With one click, all scheduled service can be converted into QuickBooks invoices

• One-time and Recurring Scheduling

• Batch Invoicing

• Three Different Styles and Email Invoices

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Contact Manager - Customer Relationship Management

• Easily track every contact you have with your customers with our customer relationship management software.

• Set Reminders and Enhance Communication With Your Staff

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Job Costing

• Track Estimated Vs. Actual Hours and Posting Service Times to QuickBooks Timesheet

• Material Usage and Sub Contractors

• Record time on a per employee basis

• Multiple employees per service

• Multiple entries per employee

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Scheduling

• Recurring Scheduling, One Time Appointments and Dispatching

• Zone Based Scheduling

• List View, Day View, and Zone Based Scheduling and Projects

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Mapping

This add-on module* takes all the services scheduled for a day and plots them onto a Microsoft MapPoint map. QX Mapping rearranges the services into the optimal order based on shortest distance and lowest driving cost and gives you the optimized map and driving directions as a result. Providing employees with detailed driving directions each day takes the guesswork out of routing.

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Thank you for participating today!

This presentation will be posted on all three of the panelists websites.

www.offsitebiz.com

www.sunburstsoftwaresolutions.com

www.shubooks.co