Introduction to Method

The Remote Controller®

Meetup Group for QuickBooks® Consultants

WELCOME

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

• High Level Overview of Method• Method and Cloud Computing• Method Features and Functionality• Why Choose Method• Pricing Handout Summary• Software 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: What is Method? A QuickBooks®-integrated, web-based platform with

industry-specific apps

Start with a web-based version of your QB data, complete with a Customer Center, Vendor Center and Employee Center

Changes made in either QuickBooks® or Method are synchronized in real time

Fully Customizable – create your own screens, tables, fields, actions and customer portals, using a simple drag-and-drop interface – No coding needed!

Method – Cloud Computing

Method Graphical User Interface (GUI)

SQL Enterprise Database

Starter CRM XORA QXpress Online

Method Field Svcs

Method Ware-house

Pendulum

Base Method Apps Method Apps

Full Blown

Developer Apps

Method – Cloud Computing Expanded

Office A Office B Office C

QB Application

Method Integration Engine

User 1 User 2 User 3 User 4 User 5 User 6

QB Application QB Application

User 7 User 8 User 9

Method Integration Engine

Method Integration Engine

QB Data File

Method – Features and Functionality

Industry Specific

Customizable

Accounting Integration

Web-based

Method Feature: Industry-Specific Method provides an Application Library containing

industry-specific apps to use as your starting point

Each application is just as powerful as your off-the-shelf “boxed” solution

What makes Method unique is its ability to be customized

Method Feature: Customizable

Each industry-specific Method app is built by Method Consultants using the same customization tools available to you

Don’t like a feature? Change it

Don’t need a feature? Remove it

Need a new feature? Build it

Method Feature: Accounting Integration Method seamlessly integrates with your entire

QuickBooks® database

Changes made in QuickBooks® are updated in real-time to Method

Changes made in Method are updated in real-time to QuickBooks®

Method Feature: Web-Based There’s no denying it: the world is changing and so is

the way we do business

Customers and vendors interact by email and through each others’ websites

Employees work remotely outside the office

Business decision makers want real-time access to data anytime, anywhere

Method, being web-based, gives you all these capabilities and more

Why Method is Superior to Custom Development

Hiring a programmer to build a custom program can eventually solve 100% of your needs, but be prepared for a long, expensive, bumpy ride

With Method, your project time and cost is a fraction of that with a custom developer, yet you end up with a better net result

Why Method is Superior to Its Competitors Web-based, do-it-yourself and CRM apps are popular:

they allow customization but not QuickBooks® integration

Method built in QuickBooks® integration from the ground floor, enabling you to build business apps that just aren’t possible on the other platforms

Traditional industry-specific solutions are structured for your industry as a whole, but do not embrace the points of difference that make your company unique

With Method, you can run your own system your way!

Editions & Apps The challenges you face are different from someone else's, so we created three base editions: Method Starter Edition, Method CRM Edition and Method Full Blown Edition.

Specialized, industry-specific, apps will continue to be added by our team and by 3rd Party Developers until there is an app that meets the fundamental needs of nearly every major market segment. Scheduled for release in 2009 are: Method Agriculture, Method Automotive, Method Construction, Method Education, Method Healthcare, Method Non-Profit, Method Professional Services, Method Property Management, Method Real Estate, Method Retail, Method Software Business and Method Studios.

Method Starter Edition

Sep-04-2008 by Method IntegrationType: Remote Access

Method Starter Edition gives you remote access to your desktop QuickBooks data, with customizable QuickBooks-style screens for viewing, adding and editing lists and transactions.Monthly subscription: $25 first user, $15 per additional user

Method CRM Edition

Sep-02-2008 by Method IntegrationType: CRM

Method CRM Edition for QuickBooks contains all the features of Method Starter Edition, plus Customer Relationship Management (CRM) capabilities for tracking marketing campaigns, sales opportunities and customer service cases.Monthly subscription: $45 first user, $20 per additional user

Method Full Blown Edition

Sep-03-2008 by Method IntegrationType: CRM

Method Full Blown Edition for QuickBooks contains all the features of Method CRM Edition, plus industry-specific capabilities. Download screens and apps from the Method Application Library, design and share screens with other users, and create your own database tables.Monthly subscription: $65 first user, $30 per additional user

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Xora ConnectorNov-22-2008 by Method IntegrationType: Field Services

The Xora Connector is a bridge that connects QuickBooks with Xora - an application that allows field service staff to collect start and stop times, as well as GPS locations, on a mobile phone. With this Xora Connector bridge, job times entered into Xora are posted to QuickBooks for payroll and/or billable time.Monthly subscription: $20 first user, $3 per additional user**NOTE: Pricing is per Method user, not per Xora user. One Method user can download from unlimited Xora user accounts

QXpress OnlineJan-05-2009 by Alocet IncorporatedType: Field Services

QXpress Online is a web based version of the field-service industry leading desktop product QXpress Scheduling Software. It gives users of QuickBooks the ability to schedule one time or recurring services, print work orders and route lists, enter job cost information, and turn completed work orders into QuickBooks invoices.Monthly subscription: $68 first user, $33 per additional user

Method Field ServicesMar-02-2009 by Method IntegrationType: Field Services

Method Field Services gives QuickBooks users in the Field Services Industry the ability to schedule one time or recurring services, print work orders and route lists, enter job cost information, and turn completed work orders into QuickBooks invoices.Monthly subscription: $65 first user, $30 per additional user

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Method WarehouseMay-14-2009 by Method IntegrationType: Manufacturing & Wholesale

Method Warehouse provides QuickBooks users with advanced, yet simple inventory control, perfect for manufacturers, wholesalers, or anyone who manages multiple inventory locations or requires bin tracking. Even a Method MRP Calculator is included for companies that manufacture goods.Monthly subscription: $65 first user, $30 per additional user

PendulumJun-28-2009 by Creative Financial SoftwareType: Professional Services

With Pendulum Time Tracker, the time tracking software by Creative Financial Software, data needs to be entered just once by your employees. There is no need to retype it into QuickBooks. Easily and accurately track time for invoicing, payroll processing and reporting.Monthly subscription: $15 first user, $10 per additional user*

*NOTE: special pricing applies:1 user $15.00; 2-5 users $25; 6-10 users $50; 11-20 users $75; 21-50 users $100; 51-100 users $150; 101-200 users $200; 200+ users $1.00 per user

Have an idea for an app that you don't see listed? Want to improve an existing Method App to be more specific to an industry segment? You don't have to be a programmer - you can drag and drop your way to creating and selling your own Method app.

Handouts Pricing SummaryBase Method versions

Starter - $25 first /$15 add’l per month CRM - $45/$20 Full Blown - $65/$30

Method Apps Field Services - $65/$30 Warehouse - $65/$30

Developer Apps Xora Connector - $20/$3 Qxpress Online - $68/$33 Pendulum - $15/10

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

The Remote Controller®

Meetup Group for QuickBooks® Consultants

THANK YOU FOR ATTENDING!!!

SEE YOU NEXT MONTH at

Presented by Peter Audenas, President Remote Controller®