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CLAconnect.com

Intacct Cloud Accounting John Wooldridge, Principal, CliftonLarsonAllen Abe Mathew, Manager, CliftonLarsonAllen

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Housekeeping

• If you are experiencing technical difficulties, please dial: 800-422-3623.

• Q&A session will be held at the end of the presentation.

– Your questions can be submitted via the Questions Function at any time during the presentation.

• The PowerPoint presentation, as well as the webinar

recording, will be sent to you within the next 10 business days.

• Please complete our online survey.

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About CliftonLarsonAllen

• A professional services firm with three distinct business lines – Accounting and Consulting – Outsourcing – Wealth Advisory

• 3,600 employees • 90 offices coast to coast • CLA's outsourcing practice has industry-experienced

resources, backed by a top-ten accounting firm with a full scope of accounting and financial experience, which allows us to bring scalable, turnkey solutions, to address organizations’ short- and long-term needs.

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Speaker Introductions

• Abe Mathew Business Software Solutions Manager

– 9+ years of public accounting experience – Specializes in cloud (web-based) software applications – With a comprehensive knowledge of cloud financial applications, Abe helps clients

design solutions to help solve financial systems and business process issues.

• John Wooldridge Principal, Outsourcing and Intacct

– 25 years experience in public accounting – Extensive knowledge in accounting software with particular focus on Intacct – Frequent presenter on software selection and cloud based applications – Have performed numerous projects over the years including:

◊ CFO and Controller services ◊ Finance department assessments ◊ Outsourcing of the finance function

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Agenda

• Why Intacct • Intacct product demo

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CliftonLarsonAllen and Intacct

•CliftonLarsonAllen – Began using Intacct in 2001 – early adopter of cloud

technology – Customized use of the Intacct software – Over 250 Intacct implementations

• Industry experience – Thought leadership with Intacct

◊ Developed industry specific templates ◊ Assisted Intacct in product development ◊ Implemented or been involved in over 250 Intacct implementations

•High growth – Intacct Partner of the Year in 2012 and 2013

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Success with More Than 7,000 Organizations

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PUBLIC COMPANIES

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Intacct-Ready Ecosystem Continues to Expand

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CLAconnect.com

Key Areas that make Intacct Better • Dashboards • Reports, reports, reports • Internal controls • Industry Focus • Multi-location • Consolidation • Integration

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Health Care

Nonprofit

Technology

Professional Services

Franchises

HOA

Multi-Location

Property Management

Multi-National Organizations

Business Services

Education

Retail

Foodservice

Light Manufacturing

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Industries for Intacct

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Tier 1 data center SunGard hot backup data center Multiple layers of security

and encryption ― Update every security patch

on a nightly basis World-class 24x7x365 operations

― 99.989% uptime last year ― Industry leading SLA ― SSAE 16 compliant ― 3rd Party Penetration Testing ― Earthquake protected ― Armed guards ― Biometrics systems

Industrial-Grade Operations Trust Intacct With Financial Data

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What’s Next?

• Complimentary consultation and demonstration for

your organization

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CLAconnect.com

twitter.com/ CLAconnect

facebook.com/ cliftonlarsonallen

linkedin.com/company/ cliftonlarsonallen

Thank you John Wooldridge, Partner john.wooldridge@CLAconnect.com Abe Mathew, Manager abraham.mathew@CLAconnect.com