Today's Technology for Tomorrow's Firm.
Issue link: https://cpapracticeadvisor.epubxp.com/i/511071
24 May 2015 • www.CPAPracticeAdvisor.com THE PROADVISOR SPOTLIGHT SPONSORED CONTENT I n ser t Q u ic k Book s Work hub. Now, business owners can manage all of their backend processes from one central hub. Workhub is built of of Intuit's Quick Base platform, b u t i s d e s i g n e d f r o m t h e ground up to meet the unique need s of sma l l- to med iu m- sized business owners. Similar t o e v e r y o t h e r a p p i n t h e Q u i c k B o o k s O n l i n e e c o - s y s t e m , Wo r k h u b s d e e p l y i nteg rates w it h QBO, el i m i- nating the need for double and manual entry. " We bui ld and update our a p p l i c a t i o n s b a s e d o n t h e feedback we receive from our c u stomers to en s u re we a re efectively solving their biggest pain points. In talking with our customers, we found that they are constantly piecing together a number of sofware and paper solut ion s to r u n t hei r bu s i ne s s . Some business owners use up to 17 d i f ferent solut ions," sa id Gideon A nsell, experience design manager for Quick Base. W i t h t h e n e w Q u i c k B o o k s Workhub business owners can easily manage prospecting and sales, track staf activity and time, draf invoices and more. Users can create custom felds, charts and reports, allowing them to tailor the solution to their specifc business needs. Te solution also ofers a role-based user interface that ensures all users have access to everything they need, as well as only the things they need access to. Tis helps eliminate issues that may arise w h e n u n a u t h o r i z e d p e r s o n n e l manage important data. "Workhub helps maximize busi- ness ow ners' i nter na l cont rol by a l low ing users to get meaning f u l insight into their business, such as what their team is doing, the status of their prospect pipeline and esti- mates versus actuals. We know that w e 'r e n o t g o i n g t o s o l v e e v e r y problem for every business, so we've built an ecosystem that allows them to expand upon our solutions. Te i n t e g r a t i o n w i t h Q u i c k B o o k s ensures we deliver a single solution for running their whole practice," said A nsell. I nt u it is foc usi ng on sma l l- to m id- s i z e d prof e s s ion a l ser v ic e s compa n ies w it h t he rol lout of its Work hub solution. Te solution is targeted directly to accounting frms that already use QBO or QBOA. Te compa ny has spent t he past yea r making sure to build out function- ality that is crucial to successfully r unn ing a sma l l business. Of ten- times, the needs of small business di fer greatly from those of larger businesses. As a result, many one- size-fts-all solutions contain a lot of features that are generally useless to small businesses. " T here a re a lot of e x pen s i ve solutions in the marketplace today w ith bloated features that compa- nies don't need, while also missing what they do need. It creates a lot of t i me - c on s u m i n g b u s y w or k f or business owners. Our philosophy is that the solution ought to work for you, not the other way around. A nd, t h a t 's w h a t w e'v e c r e a t e d w it h Work hub – a solution that works b u s i n e s s o w n e r s t h e w a y t h e y work," said A nsell. Workhub gives users the fexibility t o a d d a ny i n f or m a t ion t h a t i s important to their business. Tey can add simple defnitions to categories and pin data to their customizable homepage. Search functions allow users to flter by client leads and see current projects, tasks and status for each client. Client information also syncs with QuickBooks and users can add any additional information that isn't available, such as authorized cl ient log ins and the accounting sofware used in their business. Users can also add information t h a t i s n't r e l a t e d t o a b u s i ne s s' f inances, such as T-Sh ir t sizes or client appreciation gifs. Users can track team members, assigning specifc roles and diferent priorities. Roles such as user, man- ager and ow ner a l l have dif ferent authorizations and access levels. Continue reading online at: www.CPAPracticeAdvisor.com/12071280 F or many business owners, managing the backend of a business is ofen as much work as providing their own services and products. Simply streamlining these pro- cesses can alleviate many of their pain points, but it can be a hassle to get all of their programs to play nice. QuickBooks Workhub Helps Accountants & Small Business Owners Streamline Business Management