Building Your Practice With Online Technologies
The e-Accounting Center
Building Your Practice With Online Technologies
  e-Accounting Practice Development News September 2002  

In this issue...

CompleteSite Interactive Offers A Free Website And Two New Add-On Website Modules

The e-Accounting Total Solution

Need More Business from Existing Clients?

On-going Training and Support Services to Help You Grow Your Practice

A Unique Support System To Help You Stay Competitive

Why ASP? (Application Service Provider)

WAN your LAN



CompleteSite Interactive Offers A Free Website And Two New Add-On Website Modules

The recently launched CompleteSite offers a new concept for the accounting profession: modules that can easily be added, together or separately, to virtually any Website. For firms that do not yet have a Website, CompleteSite Interactive will provide a multi-page, customizable Website free of charge to host these modules. Current modules include an Interactive Center (consisting of both a Virtual Accounting Office and a Client Services Center) and a Financial Guidance Center. New modules are planned for the future.

Virtual Accounting Office (Firm Interactive) The Virtual Accounting Office is intended to improve firm productivity with the following features: 1. Document Manager -- allows accountants to securely send, receive and store documents online. They can choose to make files accessible only to firm members, to all clients or to specific clients. Or they can limit accessibility to just themselves. 2. Information Manager -- allows firm members to access personal and firm information (contacts, calendar, tasks, etc.) anytime, anywhere from client office, home, hotel, aircraft - anywhere there is access to the Internet. 3. Online Applications -- allows accountants to access from a single source (their own Website) all of their online applications. 4. Web Explorer - provides an accounting portal (an adaptation of the award-winning My Accounting Portal), offering easy, intuitive, and designed access to the Internet right from the accountant's Website. 5. Marketing Center - offers specific ideas and how-to tools for marketing an accounting firm, including models (such as press releases). Several leading professional marketing experts provide practical guidance, and offer their services if needed. 6. News - provides easy access to general, business, sports and other news from the top news sources.

Client Services Center (Client Interactive) The Client Services Center is specifically intended to strengthen client ties - and build new ones - with numerous features that are intended to transform an accountant's Website into a hub of client activity and increase "stickiness." Among the sections: 1. Document Manager -- allows accountants and clients to exchange documents and collaborate online, anytime and anywhere, through a portal available only to each client. 2. Information Manager -- allows clients to access personal and firm information (contacts, calendar, tasks, etc.) anytime, and anywhere there is access to the Internet - through their accountant's Website. (This feature is intended to greatly enhance the "stickiness" of the accountant's Website.) 3. Login Center - allows clients to access their online applications from a single-source, their accountant's Website. 4. Recommended Products -- allows resellers to market their affiliated products (or just recommend preferred products). 5. Web Explorer -- includes extensively researched, carefully screened links to over 4,000 "Best of the Web" sites in every conceivable area of interest (plus over 2 million unscreened links). 6. News - provides easy access to general, business, sports and other news of interest to clients.

Financial Guidance Center The Financial Guidance Center offers nearly 3,000 pages of important financial guidance designed, according to the company, to keep existing and potential clients returning to the accountant's site on a regular basis. If you are a registered investment advisor or otherwise need NASD-Compliant, this is available as an option as part of the CompleteSite Interactive Website. Free Website For firms that don't have yet have a Website but want to take advantage of the above features, CompleteSite Interactive offers a free Website, with FREE website hosting included. Accountants can also upload their firm's logo for a truly personalized look. Customization typically takes about 15 minutes, and changes can be made instantaneously at any time.

A truly innovative, state-of-the-art product that offers major new benefits for the practitioner

  

There is a technology paradigm shift occurring. The platform is evolving to the Internet, and many of the old rules no longer apply. The accounting industry is running at breakneck speed to keep up with the advancements in technology for business. Successful firms have come to the realization that the corporate CFO and CIO (or the comptroller and the computer guy) must now work more closely together.

Accountants have tried to become IT consultants in a defensive effort to make their own processes more effective. But an accountant, the true numbers mechanic, is not typically a technologist. So it comes to those who understand both the technology and the business process to help provide the solution.

  • The e-Accounting Total Solution
  •    Attract and retain good clients, improve customer service, expand service offerings, and move beyond geographic boundaries. e-Accounting has the entire toolkit for building your professional practice and managing your client engagements efficiently.

    We bring you the best in website services, allowing you and your clients to link directly to your online applications right from your website. We offer tools to assist with imaging and source document exchange and archive. We give you the online applications that you and your clients require (like QuickBooks Pro!), and we have the e-marketing tools and follow-up support that you need to keep it all moving ahead.

    Visit the e-Accounting Center, and find your solution today.

  • Need More Business from Existing Clients?
  •    It is easier to sell additional services to an existing client than get a new client. Creating awareness of your complete array of services is essential to generate additional business. Have you ever discovered in a conversation with a client, they purchased a service from someone else - and your firm was qualified to provide the service? What is probably even more disturbing - they would have preferred doing business with you, but did not know your firm could provide the service. Assess your firm's cross selling success by asking these two questions: Are all of your clients purchasing all of the services they need that you could provide? Are all of your clients aware of all of your services?

    You can increase awareness by educating your staff and your clients. In your normal staff meeting, incorporate a ten-minute slot to reinforce and introduce services you would like to promote. This is especially helpful to younger staff members, who are likely to be working at a client's site. Include instructions on spotting potential opportunities, creating awareness with the client, and turning the lead in to the appropriate person in the firm. Regularly showcase an array of services to your clients. This can be done with direct mail, newsletters and seminars. BizActions is an innovative new way of accomplishing this task. Each BizActions email has a custom message section, where you can describe a service and have an immediate way for your client and/or prospect to directly contact you for more information.

    Take a FREE 21 Day Trial of BizActions and grow your business one message at a time!

  • On-going Training and Support Services to Help You Grow Your Practice
  •    Are you aware of the latest and best tools to help you grow your business? Have you taken advantage of technology to become more efficient? Have you received a profitable return on your investment from the tools, the technology, the systems and the solutions that you have purchased - or do you find yourself waiting for something magical to happen? Does your staff need training? Are there areas of your business, like marketing and sales, that you could use some help? Are you thinking about starting a QuickBooks® Consulting or Outsourced Bookkeeping division, but don't know what to do?

    The Business Development Network, Inc. (The BDN) offers on-going, professional support and services to help you do for yourself what you do so successfully for your clients - find peace of mind by helping you grow a profitable practice. The Business Development Network, Inc. is a Consulting, Training and Resource firm, working for you and with you as a partner.

  • A Unique Support System To Help You Stay Competitive
  •   The unique T.R.A.A.C. Support System helps you stay competitive to allow you to experience growth. We know there's just not enough time to do everything - we help you prioritize. Sometimes you just want to have your ideas and plans challenged and critiqued by someone who understands and who walks in your shoes - we are your sounding board and an extra ear.

    We customize a Support T.R.A.A.C. to match your business goals. The BDN professionals are the Consultant's Resource in areas such as: Marketing & Sales, Business Management, Business Procurement & Development, Business Processes, QuickBooks® Software Consulting, and Outsourced Bookkeeping. In addition, our clients enjoy the benefits of the "community within." We provide various ways for our clients and channel partners to network with each other and share resources and ideas.

    The Business Development Network, Inc. - the only support organization that puts YOU first and provides you with on-going support through implementation.

  • Why ASP? (Application Service Provider)
  •    The ASP industry was created to provide a low-cost alternative IT solution for businesses. In your office, you probably have PCs that are networked together, and you may even have a file server. As likely as it is that you have a network and a server, it is equally likely that you have ongoing problems with them.

    Industry analysts have said that maintaining networked PCs costs the average business between $250 and $385 per month per PC. They also say that maintaining even a small file server can cost a business between $350 and $1000 per month. These costs reflect only the maintenance of the systems, not the management time (or down time, lost productivity, lost data, lost business...)

  • WAN your LAN
  •    Using the e-Accounting application services, you no longer need to have a file server in your office and you don't have to install applications on all your workstations. The ASP service eliminates the worry and expense of building and maintaining a business network. Your applications and your data are hosted and delivered to you via a VIRTUAL WINDOWS DESKTOP that you access over the Internet. Now, you can access your network, your desktop, your applications, and your data - at any time from anywhere! Your business LAN becomes a high-powered WAN, providing service to all users regardless of their location. For a single monthly subscription fee, you have access to your desktop and applications from anywhere. You can login to the system while at a client's office, from... from anywhere you have Internet access.

    Start with a subscription for yourself, and then bring your clients online with the service. Now they, too, can access their accounting from anywhere. If the client business has multiple locations, you can provide them with a service that allows all their offices to be working on the same set of books in real time. Once you start bringing clients onto the system, bring up your other staff members, too, so that they can work on the client books. Everyone is working on the same system, the same platform, the same version of the application, and all the data is up-to-date and real time.

    Get Online With e-Accounting NOW!


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