Practical step by step: Join these three stellar app experts How do you evaluate apps to know which products to adopt and which ones to leave behind. -Evaluate the Need -Understanding Clients issues they need to solve -Test driving the product prior to client adoption - Leave with a score sheet that you can use to help you make quick decisions on which app is the best fit Key Takeaways: • Full understanding of soup to nuts to the processes of selecting the right apps • Learn Key Do's and Don'ts • Leave with a score sheet to take immediate action

1. David Leary | Stacy Kildal | Seth David
Appasaurus Rex: how
to choose the right
app
WiFi: QBConnect Password: not required#QBConnect

2. 2
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CPE Process
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3. Take a few moments
to Connect with
your neighbor and
tell them the name
of an app you love.

4. 4
Today’s Speakers
David Leary
Intuit Small Business
Ecosystem Evangelist
Stacy Kildal
Certified QuickBooks
Advanced ProAdvisor
Seth David
President, Nerd Enterprises
INC.

5. 5
Almost 20 years at Intuit
Support | Training | Quality Assurance | Product
Development | Marketing | Product Management |
Project Management | Customer Advocate | Developer
Relations
“Awesome Add On” - ViewMyPaycheck Co-Founder
2014 CPA Practice Advisor “40 under 40”
2015 Accounting Today “One to Watch
@DavidLeary
About today’s speaker
David Leary
Intuit Small Business
Ecosystem Evangelist

6. 6
Creator, StacyKAcademy.com
QuickBooks Online & Desktop Advanced Certified
ProAdvisor
First ProAdvisor to get QBO Certified
Writer/Reviewer of QuickBooks Online (QBO) training
material for US, Canada, Singapore, Australia & UK
Principal, Kildal Services LLC
Founder of AppasaurusRex.com
@StacyKildal
About today’s speaker
Stacy Kildal
Certified QuickBooks
Advanced ProAdvisor

7. 7
Creator, StacyKAcademy.com
QuickBooks Online & Desktop Advanced Certified
ProAdvisor
First ProAdvisor to get QBO Certified
Writer/Reviewer of QuickBooks Online (QBO) training
material for US, Canada, Singapore, Australia & UK
Principal, Kildal Services LLC
Founder of AppasaurusRex.com
@StacyKildal
About today’s speaker
Stacy Kildal
Certified QuickBooks
Advanced ProAdvisor

8. 8
Seth's super power is taking complex concepts and
explaining them in understandable ways.
He made a name for himself in the small business
accounting industry by uploading helpful videos to YouTube.
In 2009, a mentor shared something that changed Seth's life:
if he helped as many people as possible achieve what they
wanted, then he, too, would have everything he ever wanted.
Seven years later, Seth finds this is true and he could not be
more grateful.
@nerdenterprises
About today’s speaker
Seth David
President, Nerd Enterprises
INC.

9. 12 Laws of Small Business SaaS Apps
How we define apps
How we find apps
How we choose apps
How we test apps
How we implement apps
Future of apps
Q+A
Agenda

10. 10
Apps keep small business owners
and their employees out of the
accounting software, which is
returning to it's natural home, the
domain of the
accountant/bookkeepers.
It's Software as a Service (SaaS).
Service is all that matters.
Commodity apps will get cheaper
in price, niche apps will increase
prices.
It's not a conversion from desktop,
it's an upgrade to a better cloud
ecosystem of solutions.
Accountants: You can not possibly
learn all the apps. Pick a niche and
learn the apps needed for that
niche.
Developers: If you think your app
works for every Small Business
niche you are wrong.
Small Business Owners: If your
accountant says you need to be on
QuickBooks Desktop, they haven't
explored the numerous apps that
when added to QuickBooks Online
are a way better solution.
There is not a list of top apps.
There are only smaller lists of
possible apps that could be a good
fit for a specific small business.
There is no app that does
everything.
The right app today, may not be
the right app tomorrow.
Using the right app can save time,
time is money, justifying the cost
of the app.
The source of truth will be spread
across many apps.
12 Laws of Small Business SaaS Apps

11. 11
By functionBy integration depth
How we define apps
Apps.com apps
Apps that integrate with QBO
Apps that don’t integrate with QBO
Apps to run your accounting firm
Niche apps
Apps that fit all your clients

12. 12
Search Box
View All Apps > Sort By >
Name, New, Top Rated
Browse By Category
Browse By Business Type
App Recommendation
Engine
How we find apps
Apps.com and QuickBooks Online Apps tab
Only in QuickBooks Online

13. 13
How we find apps
Google Search

14. 14
Online Reviews
Online Discussion Groups
Conferences
Webinars
Over Lunch
How we find apps
Word of mouth

15. 15
Screen Shots
Upfront Pricing
Free Trial
Self Signup
QuickBooks integration
How we choose apps

16. 16
https://dancestudio-pro.com/
How we choose apps
Example Exercise

17. 17
Collaboration
Learning Curve
Pricing
Platform
Support
How we test apps

18. 18
Test on it’s own
Add to demo account
Test on a willing client
Get feedback and adjust
Train, support, rollout
How we implement apps

19. 19
Moving beyond apps
BOTS – chat, voice
Internet of things
Future of Apps

20. 20
Implement
Test on it’s own
Add to demo
account
Test with client
Get feedback
and adjust
Train, support,
rollout
Test
Collaboration
Learning Curve
Pricing
Platform
Support
APP CHECKLIST
Choose
Screen Shots
Upfront Pricing
Free Trial
Self Signup
QuickBooks
integration

21. Questions?

22. Thanks for coming!
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