If you are a QuickBooks ProAdvisor with at least a dozen clients who:
WE CAN HELP
WITH INNOVATIVE SOLUTIONS FOR YOUR CLIENTS
& NEW LUCRATIVE SOURCES OF INCOME FOR YOU.
I'm Pete Audenas. Officially, I am an Accountant by degree, trade, and training,
but at heart I'm a Data Head. An efficiency fanatic who loves numbers and
technology - and what they can do to solve real business problems.
Every day I talk to business owners and clients who are stuck, using yesterday's
knowledge to solve today's problems. When I ask them why, they usually reply
"that's the way we have always done it."
I can show you and your clients a better solution.
You need to ditch your status quo thinking and start thinking DATA
WAREHOUSES instead of SPREADSHEETS. Learn how you can help your SMB
clients leverage the data they already have through effective and intuitive
technology, to provide actionable and influential insights. By doing this, you
will have marketable and useful products and services in your toolbox, that will
ultimately not only replace, but exceed your lost Intuit commission income.
While performing an accounting software
data conversion for a $40M assisted living
facility management firm, we explored their
monthly closing process. We discovered that
the Controller was desperately seeking a
new solution to prepare her monthly board
deck - including financial statements and
supporting schedules for 26 facilities across
14 states.
She had fallen into the trap that many of our
other QuickBooks customers had before. Her
process was to export reports to Excel and
use it as a quasi-database by creating pivot
tables and VLOOKUP functions. It would take
her weeks to do her month-end close. She
would barely finish one month before it was
time to start the next. She felt helpless
because she didn't know any other way to
get it done.
We showed her a more productive and
efficient way. Just 3 custom reports and the
ability to easily "slice and dice" them,
reduced her month-end close from two
weeks to one single day. It moved her out of
EXCEL Hell to DATA HEAD Heaven!
QUICKBOOKS PRO ADVISORS CAN NOW
REPLACE THOSE COMMISSIONS THAT
INTUIT TOOK AWAY
Performed an extensive ETL
(Extract/Translate/Load) project
Re-engineered their financial processes
Performed data cleansing and an internal audit
Built a custom property management app to:
drive efficient tracking of tenant requests,
ensure timely service, and deliver billing and
management reports
We restructured three positions, consolidating
the functions of FOUR internal employees to ONE
full-time employee, and outsourced the
Controller/CFO/Tax function to an accounting
firm, like yours!
We were hired by a $50M film and studio property
management firm to replace their previous
Controller who had been using an extremely old
version of QuickBooks and a home-grown, broken,
FoxPro Database. They were entering the same
information twice, sometimes three times. EXCEL
Hell - just in a different form.
We effectively:
The result was maximized revenue, 80% faster
service ticket invoicing, an annual cost savings of
$150k, and access to hyper-accurate, real time
financial information that they were previously
missing. The operational infrastructure we built,
along with the guidance we provided, was
invaluable during due diligence nine years later
when the company was sold for an incredible
profit.
TRANSFORM THE
MONTHLY CLOSING
PROCESS
REVOLUTIONIZE THE
BUSINESS FRAMEWORK
WE CAN HELP YOU BETTER SERVE & SUPPORT YOUR
CLIENTS WHO ARE SUFFERING
HERE IS WHAT WE OFFER TO BOTH YOU AND YOUR CLIENTS
BI in A Box - Our full suite of turnkey data management tools for
QuickBooks users, allowing you to provide timely, accurate and useful
information and insights to your clients.
QuickBoard® - A cloud portal, to all your client's data sources, providing
one source of truth, customized for your client and each user.
Service Expansion - Working with Data Head Solutions� on projects that
are currently outside the scope of services you already offer will
increase your revenue and give you opportunities to be exposed to and
learn new skills, increasing your value to clients and prospects.
Best Prices on all Intuit products - You will get preferred pricing and
lifetime annual discounts through our preferred QuickBooks Partners.
Discounted consulting services and/or generous referral fees.
Let's talk. I would love to connect with you and discuss how we can provide game-
changing solutions for you and your clients.
Schedule a meeting with me by Clicking Here
or Email me at [email protected]
To your future success,
Pete
Are Small/Medium size Businesses (SMB)
Have up to $50M in revenue and up to 50 employees
Still use spreadsheets to produce custom reports and track company performance