Improve Your Customer s Cash Flow with ZenCash

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1 QuickBooks Accounting Software Training Improve Your Customer s Cash Flow with ZenCash Presented by: Bonnie Nagayama, CPA x 106 Bonnie@AccountingSoftwareSecrets.com

2 Using GoToWebinar (Basics) To minimize (or expand) the control panel, click on the orange box with the white arrow. Choose Telephone (then the call in information will appear) or listen via your computer speakers Please submit questions via the Q&A box. Note all attendees are muted.

3 Using GoToWebinar (Full Screen) Click on the circle with the full screen icon (it switches to two windows if you want to switch it back) To switch to via the presentation via Full Screen: Expand the control panel, if necessary Click on View on the top menu Click on Full Screen

4 Agenda Introduction and Housekeeping (5 minutes) Overview of the App Center (10 minutes) What it is Why Intuit Anywhere How it helps grow your practice Now to the Product (30-40 minutes) Getting Started Using the App Getting Help Wrap Up and Q&A (5-10 minutes)

5 Speaker Bio Bonnie Nagayama, CPA Founded McWilliams & Associates in 1992, exclusive Intuit focus since 1997 Clients are QB Professionals which we work with directly and via their clients Weekly Tips & Tricks Newsletter Monthly FREE Discussion Forum Intuit Premier Reseller Advanced Certified ProAdvisor Intuit s Trainer/Writer Network Member Intuit IPP Advisory Council Member Sleeter Group Consultant Network Member Sleeter Developer Advisory Panel Member

6 Speaker Bio Elaine O Gorman President, COO of ZenCash Dallas, TX 3 kids, one husband 14 year technology executive Certified QuickBooks ProAdvisor Certified Managerial Accountant (CMA) Certifed Project Manager (PMP) Zumba fanatic, lover of Mexican food, proud science fiction geek and ZenCash evangelist

7 Housekeeping If you would like CPE credit for this course, you will need to Be on the call at least 50 minutes AND Answer ALL three of the polling questions Your CPE certification will be ed as a PDF in 2-3 weeks This session will be recorded and available via The handouts are available via the link in the reminder , or via

8 Webinar Series Register for upcoming webinars highlighting popular integrated applications from the Intuit App Center Each 1 hour session begins at 9:00 AM Pacific/10:00 AM Mountain/11:00 AM Central/12:00 PM Eastern You can also get access to recordings of over a dozen past webinars Printable handouts are available for past and upcoming webinars

9 What is the App Center? Intuit s app store to find web and mobile apps that work with QuickBooks Apps work with QuickBooks Online or QuickBooks Desktop Every app on Intuit App Center has passed a technical, security, and marketing review by Intuit Find Intuit-built apps and 3 rd party partner apps Access Intuit App Center on the web at Or, through the App Center button on QuickBooks Desktop Or, through the App Center tab in QuickBooks Online

10 Why Intuit Anywhere? Intuit Anywhere is the recommended way for apps to integrate with QuickBooks One sync process to send QuickBooks data to the Intuit servers so that it can work with multiple web and mobile apps Users authorize each app to work with their QuickBooks data Improved User Experience You choose how to access: Intuit App Center, QuickBooks, or the developer site Intuit has provided guidelines for a consistent experience The apps undergo an Intuit review prior to being listed The app card has user content including Advisor reviews

11 Additional Benefit for ProAdvisors How to get information about integrated applications Go to Login using your User ID and Password Click on the My Account tab at the top Hover over My ProAdvisor then choose Special Offers on Apps Click the + next to an app to see the special offers. There are also referral incentives by some developers and Intuit.

12 How It Helps Grow Your Practice Discuss with the client how it will benefit them Consider using product yourself for experience How will it be implemented? (Leverage others?) Consider value pricing (systems, processes) Maybe a menu makes more sense for you? Include services, reports, meetings, other deliverables What makes you different?

13 GROW YOUR PRACTICE WITH ZENCASH A WEBINAR FROM YOUR FRIENDS AT ZENCASH.

14 BACKGROUND 3 MINUTES

15 ZENCASH HELPS YOUR CLIENTS FOLLOW UP WITH CUSTOMERS WHO DON T PAY AND SAY THANKS TO THOSE WHO DO.

16 The ZenCash Solution FIND US IN THE INTUIT APP CENTER ZenCash is currently one of my favorited apps in the Intuit Appcenter. I think it's a brilliant and unique add on to help small businesses and accounting professionals get paid quicker, and in the event that they don't? ZenCash will handle the legal collections. Stacy Kildal Advanced Certified QuickBooks ProAdvisor and QB Online expert We re excited to be Intuit s App of the Month for January 2014!

17 THE PROBLEM 5 MINUTES

18 NEARLY HALF OF ALL SMALL BUSINESSES STRUGGLE WITH GETTING PAID. (National Federation of Independent Businesses)

19 60% OF WORKING CAPITAL AT A TYPICAL COMPANY IS TIED UP IN AR. SMBs FARE FAR WORSE IN AR THAN LARGER COMPANIES, GETTING PAID 50% SLOWER THAN THEIR LARGER COUNTERPARTS THE AVERAGE DAYS SALES OUTSTANDING (DSO) FOR COMPANIES UNDER $50MM IS 53 DAYS VS 35 DAYS FOR COMPANIES OVER $500MM

20 CLIENTS FIND IT HARD TO ASK FOR MONEY...EVEN THOUGH THEY EARNED IT

21 YOUR CLIENTS WOULD LOVE FOR YOU TO HELP

22 BUT... INVOICING & COLLECTIONS IS PROBABLY NOT WHY YOU GOT INTO THIS BUSINESS

23 YOU DON T HAVE A GOOD WAY TO ORGANIZE IT TASK-SWITCHING BETWEEN AN ACCOUNTING APPLICATION, EXCEL, AND OUTLOOK CONSTANTLY. AND WITH NO REAL AUDIT TRAIL. AND NO CONTROLS. AND NO ACCOUNTABILITY. AND LOTS OF COPY+PASTE. AND LOTS OF WASTED TIME.

24 FOLLOWING UP ON INVOICES DOESN T FIT YOUR TYPICAL CLIENT WORKFLOW AND IT ISN T A GREAT USE OF OTHERWISE-PRODUCTIVE TIME

25 AND LET S FACE IT... YOU PROBABLY DON T ENJOY MAKING THOSE CALLS

26 ZENCASH CAN HELP YOU HELP YOUR CLIENTS

27 ZENCASH CAN HELP Pulls invoices and contact information from QuickBooks You choose a follow-up schedule that ZenCash keeps track of it Follow-up schedule includes: Real-person phone calls s, printed mail, thank you notes Everything comes from your client--use of ZenCash is transparent

28 ZENCASH CAN HELP Don t change the way you create, issue and mark invoices as paid No change in payment routing - money still goes to the same place Option to send to 3rd party collections firm when efforts are exhausted (contingency-based) 100% cloud based - no hardware, software, setup needed

29 The ZenCash Solution DOES IT WORK? Structured follow-up is proven to improve AR by as much as 3x (while maintaining or improving customer satisfaction). Multiple channels ( , phone, print) guards against communications fatigue. Improved internal transparency reduces friction and creates back-office savings. Timely release to 3rd party collections reduces incidence of write-offs by as much as 60%. BUT MOST IMPORTANTLY...

30 ZENCASH CAN GIVE YOUR CLIENTS A 13 th MONTH OF REVENUE

31 BE A HERO WITHOUT EVER PICKING UP THE PHONE

32 ZENCASH SCREENSHOTS 5 MINUTES

33 60 SECOND SETUP

34 60 SECOND SETUP

35 60 SECOND SETUP

36 DASHBOARD

37 INVOICE LISTING

38 ACTION TIMELINE

39 THREE THINGS THAT ARE AWESOME 3 MINUTES

40 ZENCASH IS FREE FOR QUICKBOOKS PROADVISORS

41 We want you to know and love ZenCash as much as we do, so... FOR YOU, ZENCASH IS FREE! For QuickBooks ProAdvisors subscription to ZenCash is free for life. If you choose to outsource actions to ZenCash (like phone calls, printed mail and 3rd party collections), regular charges apply. You must be a QuickBooks ProAdvisor in good standing using ZenCash for your primary business. Note: Limited time offer subject to change.

42 ZENCASH CAN HELP YOU GROW YOUR PRACTICE

43 ZenCash provides QuickBooks ProAdvisors TWO WAYS TO GENERATE REVENUES MANAGE YOUR CUSTOMER S ZENCASH ACCOUNT - OR - REFER THEM TO US FOR A ZENCASH MANAGED ACCOUNT You set up your customer on ZenCash. You connect your client's QuickBooks to ZenCash. You set up the schedule of follow-up tasks. We do the rest. You provide a few hours per month of guidance and expertise. ZenCash executes the follow-up tasks (phone calls, etc.) Customer pays: You make: $1,000 / mo $750 / mo Customer pays: You make: $1,000 / mo $300 / mo Note: Software charges are $1 per month per debtor (minimum $20/month) plus cost per action that we take on your behalf (phone call printed mail, etc.). Referral fees for ZenCash Managed Services are subject to terms and conditions of the ZenCash referral program.

44 SPECIAL WEBINAR OFFER

45 SPECIAL WEBINAR OFFER Receive an exclusive AR Best Practices Guide just for starting a free trial Get 50% off your first 6 months software subscription for you AND your clients if you subscribe To qualify: Act before 2/16/14 Be sure to identify yourself as a webinar participant Anything else you want to share? INTUIT WEBINAR

46 YOU MUST HAVE QUESTIONS... 5 MINUTES

47 Q & A To minimize (or expand) the control panel, click on the orange box with the white arrow. Choose Telephone (then the call in information will appear) or listen via your computer speakers Please submit questions via the Q&A box. Note all attendees are muted.

48 The ZenCash Solution FAQ S Is there a contract? Can I cancel? When should I send invoices to ZenCash? How do I get started? Will clients know I m using ZenCash? Call us: Visit our site: Learn on our blog:

49 / THE END THANK YOU FROM YOUR FRIENDS AT ZENCASH. CONTACT INFORMATION: ELAINE O GORMAN, , elaine@zencash.com

50 Reminder CPE credit is available for this course. The requirements are Be on the call at least 50 minutes AND Answer ALL three of the polling questions Your CPE certification will be ed as a PDF in 2-3 weeks This session will be recorded and available at and Following the webinar, there will be a brief survey. We appreciate your feedback! On the survey you can also indicate your interest for more info.

51 Wrap Up Thanks so much for attending! Sign up for our free weekly QuickBooks Tips and Tricks update filled with time saving suggestions for using QuickBooks more effectively. Bonnie Nagayama, CPA x 106 Bonnie@AccountingSoftwareSecrets.com

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