Moving Your Business Into the Cloud Piedmont Road 7 Piedmont Center, Ste 300 Atlanta, GA

Transcription

1 Moving Your Business Into the Cloud Outsourced Accounting 3525 Piedmont Road 7 Piedmont Center, Ste 300 Atlanta, GA Virtual CFO Services Services Payroll

2 About Provide outsourced accounting to small businesses nationwide Founded by Cathy Iconis, CPA in 2009 Our Motto Bringing big business finance skills and personality to small businesses Experience Forensic accountant and auditor with local Atlanta CPA firm Finance professional at a national construction company

3 Agenda What is the cloud? How can it impact my business? Cloud Options Our Process Questions

4 What is the cloud? Cloud computing is internet-based, whereby shared resources, software, and information are provided to computers and other devices on demand.

5 How can it impact my business? No software to manage No degree in IT needed Work from anywhere More efficient No upgrades - you get new features automatically No large investments - just a monthly subscription More scalable to grow with your business More reliable

6 Cloud Options Efficient v. Effective When choosing which option is best for you and your business, it is best to make a list of your needs and try to find a system that fits that. But, be open to options that might be able to help you run your business even better! (i.e. Google Apps)

7 Customer Management Turn conversations into customers. Manage contacts, tasks and communications with BatchBook, the CRM that know the business of social. Give reps, managers and execs everything they need to focus on what's important: more selling and less administration. Close more deals faster. Gain real-time visibility into sales. Collaborate instantly and know what matters. Build, maintain & strengthen your customer relationships. You get a 360-degree view of your business. Track sales and marketing centrally. Share customer s in one place.

8 Project Management Project management is all about communication. Projects go well when people talk to each other, discuss issues openly, and communicate clearly. Basecamp is focused on making this easy. Simplified business management. Manage your contacts, companies, projects, proposals and communication all in one place. A feature-rich project management software combined with collaboration and issue tracking that allows project teams to collaborate and get work done faster. Planning and tracking helps you keep your project on schedule.

9 Document Management Sharing. Reinvented. Organize and view all of your content online in a familiar file and folder structure. Share content with direct links to files and folders, turn any folder into a public webpage in one click. Dropbox allows you to sync your files online and across your computers automatically. Files are always there, no matter where you are. Shared folders allow several people to collaborate on the same files. Access and share your files anywhere, anytime. Secure web storage. Collaborate online. Edit files directly. Backup and sync folders.

10 Accounting Focus on your work, not your paperwork. The fastest way to track time, organize expenses and invoice your clients. Improve your company performance and make finance more productive with Intacct's accounting, revenue management, project accounting, order and billing management, financial consolidation and financial reporting. Online accounting lets you work anywhere. Send invoices, track expenses, pay bills and more from any computer or mobile device. Simple. Smart. Secure. Xero is an online accounting system designed for small businesses and their advisors.

11 Other Tools Streamline and automate your business bill payment process. Bill.com eliminates tedious data entry while giving you anytime, anywhere access to your financials. All with complete control and security. Simple expense management for small businesses. Save time and better manage cash by automating the entire expense reporting process. Focus on business, not paperwork! Send in receipts and business cards using pre-paid envelopes, or your mobile phone, and Shoeboxed will scan, data enter, and organize them for you.

12 How We Can Help

13 Questions? If I didn't answer your question(s), please contact me directly. ciconis@iconisgroup.com phone: