building a $2bn business - it nation 2015 - jamie sutherland (wise-sync closing)

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Building a $2bn Business

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Page 1: Building a $2bn business - IT Nation 2015 - Jamie Sutherland (Wise-Sync Closing)

Building a $2bn Business

Page 2: Building a $2bn business - IT Nation 2015 - Jamie Sutherland (Wise-Sync Closing)

Plastc™Your answer to the 20 Card Wallet

Page 3: Building a $2bn business - IT Nation 2015 - Jamie Sutherland (Wise-Sync Closing)

Cloud = Flexibility

Page 4: Building a $2bn business - IT Nation 2015 - Jamie Sutherland (Wise-Sync Closing)

• Choose from major Payment Providers including Stripe, BrainTree and IntegraPay

Flexibility

• Accepting credit cards actually improves net cash position.

Increase Cashflow

• Connect with ConnectWise, Quosal, DeskDirector, Xero Payment Services and Invoice Pay Now Links.

Multiple Portal Capabiltiies

• Reconciling prepayments giving you Nightmares. Wise-Pay take this pain away automagically.

Reconciliation Nightmares

• Supporting increasing PCI compliance requirements, while still accepting credit cards.

PCI Compliance

Page 5: Building a $2bn business - IT Nation 2015 - Jamie Sutherland (Wise-Sync Closing)

• Tired of the slow and inefficient processes from desktop accounting, move to the cloud to free your time.

Great Pains & Slow Books

• Manual processes crippling your accounts / admin team in non-recoverable areas. Wise-Sync in Single Record Batches.

Manual Processes

• Struggling to make the most of ConnectWise Procurement & Inventory

Procurement & Inventory

• Ever wonder why Expenses don’t sync to Accounting, and if they do – with no Information?

Expenses

• Supporting Part and Over Payments. Syncing Payments has never been Easier

Payment Sync

Page 6: Building a $2bn business - IT Nation 2015 - Jamie Sutherland (Wise-Sync Closing)

• Increase profitability through better visibility in your business.

Accounting

• The rules have changed, businesses need to be able to pivot to follow opportunities.

Advisory

• Tax Advise and Planning is critical in business. Whether sales tax or income tax, are you managing your tax properly.

Tax Advise

• Tax Preparation can be a time-consuming process. Work with the experts to minimize effort and impact on your time.

Tax Preparation

• Calculate your time recovery by outsourcing bookkeeping. You’ll be amazed at the improvement to your bottom line.

Bookkeeping

Page 7: Building a $2bn business - IT Nation 2015 - Jamie Sutherland (Wise-Sync Closing)

Revenue Structure:• Structure (Office)• Group (Division)• Project Type

Key Elements of Accounting Setup – GL Structures

OfficeMELSYDBNEPERADLHOB

DivisionINFRAPROJAPP.DEVDESKTOPMSASAAS

Page 8: Building a $2bn business - IT Nation 2015 - Jamie Sutherland (Wise-Sync Closing)
Page 9: Building a $2bn business - IT Nation 2015 - Jamie Sutherland (Wise-Sync Closing)
Page 10: Building a $2bn business - IT Nation 2015 - Jamie Sutherland (Wise-Sync Closing)

Anonymous macro data for the first time uncovering the shape of small business

Unlock insights to Business Owners

Industry benchmarking Geocode Industry Code Report Codes

Business Performance Dashboard

Page 11: Building a $2bn business - IT Nation 2015 - Jamie Sutherland (Wise-Sync Closing)
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Page 13: Building a $2bn business - IT Nation 2015 - Jamie Sutherland (Wise-Sync Closing)

Time to Win $500