6 Things To Look For In A Technology Partner

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CPAs and Social Media

Transcript of 6 Things To Look For In A Technology Partner

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CPAs and Social Media

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Agenda

• Introduction• CPAs and Social Media (First Half)• Six Things To Look For In a Tech Partner• CPAs and Social Media (Second Half)• Question and Answer• Next Webinar Announcement• Wrap Up

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Introduction

• Philip D. Massey, CPA– President of Massey Consulting, Inc.– Certified Public Accountant– Certified Accounting Software Sales & Service

• Dawn Westerberg– Founder of Dawn Westerberg Consulting LLC– Certified Duct Tape Marketing Consultant

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Massey Consulting• Intacct– Certified Sales and Implementation – Among First Partners – Two years– Numerous Implementation

• Dynamics GP (Great Plains)– Certified Sales and Implementation– Partners For 10+ Years– Hundreds of Implementations

• Other Products– Google Apps, Scribe Software, Office365

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Dawn Westerberg Consulting LLC

• Certified and Proven• Social Media Experts• Industry Leaders• Industry Veterans• Previous CPA Conferences

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Dawn Westerberg Consulting LLC

The moment you’ve all been waiting for….

CPAs and Social Media

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Make Your Beans Count!

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Six Things To Look For In A

Technology Partner

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You have worked very hard to build your business. You don’t want to lose it through a bad

partnership – or NO partnership.

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1 - Integrity

Ethics classes CPE requirements

You already face rigid standards for your business life. Find a partner that faces those same standards.

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2 – Shared Philosophy

Your customers come first. Your team members are your biggest asset.

Your business partners should have the same internal and external philosophy.

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3 - Stability

Your partner needs to be a stable organization. You need a company with a history of proven success. You need someone who has been “around the block a few times”.

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4 - Experts

• Certified• Recognized• Awarded

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5 - Focused

• All we do is accounting applications

• Years of experience on the same two solutions

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6 - Presence

• Local presence with international reach

• Canada, USA, Australia• 80% of business is

within 2 hours of RDU• Hands-on approach to

all implementations and support

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Who Is Massey Consulting?

• Accountants and CPAs• Controllers, Finance

Managers• Founded in 2002• Top 300 Small Business

of Year in Southeast• Intacct, Microsoft and

Dynamics GP Certified

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Intacct & Dynamics GP

• Endorsed by AICPA• Endorsed by Intuit• 200% year over year

growth in customers• Largest ISV developer

base of any products• Cloud based or on-

premise

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Dawn Westerberg Consulting LLC

We return you to your regularly schedule program….

CPAs and Social Media

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Question and Answer

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Next Webinar

Five Ways To Get More Likes On Facebook

Randy Vaughn of Marketing TwinsJanuary 24, 2013

2:00 pm to 4:00 pm ET

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Follow Us!Twitter:

MasseyConsultinFacebook: www.facebook.com/masseyconsulting

Linked In: http://www.linkedin.com/in/philipmassey/

Google+:[email protected]

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Contact Us!

• 919-875-9635

• 877-875-9635

• www.masseyconsulting.net

[email protected]