Someone sang a song, "Money makes the world go around, the world go around, the world go around...", well more and more money is going around and around the world as a result of our growing global economy. Short-term financing, alternative lending, international payments and collections, financial spending tools, merchant service alternatives and traditional banking. You will find all of these Financial Services and Funding Alternatives at this year's Scaling New Heights conference.
Bento for Business
Bento for Business is a prepaid MasterCard like you have never seen! Managing employee expenses is ridiculously easy with Bento’s powerful card controls, real-time transaction reports and QuickBooks integration. You will have complete control over your expenses by allocating funds to each card knowing that card users can only make purchases within their authorized funds.
Bento offers prepaid Matercards that are easy to reload and control, you can order and distribute then to specific staff members (or contractors) or as utility cards without a person’s name on the card so you can manage projects and business expenses using allocated funds. The cards are always in sync with the Bento mobile app so that you can always check spending against spending limits, view transactions and replenish funds if needed. You can even capture receipts and notes with the mobile app.
Be sure to check out the Bento Expense Expert program designed for accountants, bookkeepers and business advisors like you at the same time you are stopping by their booth at Scaling New Heights to see this controlled-spending solution.
Divvy
Divvy eliminates expense reports and reimbursement by tracking all employee spending within a company as it happens. All employees receive a physical Divvy smart card, which acts as their company card. Administrators can add funds to the card for employees at any time. When employees use their Divvy card on anything from travel to office supplies the information becomes an itemized record. A live expense report dashboard is available in the app. At the end of the month, accountants can export all spending data directly into their accounting software.
Features Include: Manage all spending from one place. Ease of expense allocation, and strict controls. Specified budgets restrict the use of funds for specific purposes. Easily identify how company spending stacks up against established budgets. See who is spending where and on what instantly, and freeze spenders if things get out of hand. Fraud Elimination. Security. Itemized reporting. Integration with the most popular accounting software.
If you want to learn how to divvy up your expense dollars in a modern controlled method, stop by the Divvy booth on the exhibit hall floor at Scaling New Heights to see how easy it can be.
Freedom Merchants
Freedom Merchants is the #1-leading integrated Payment-Processor with Intuit QuickBooks Online in the world and provides an incredible and growing array of tools and functionality for Businesses needing to accept Credit-cards and E-Check both online and in-person. By far it is the easiest and fastest way to Invoice customers from directly within your QBO or embedded in any separate invoicing-tool, email or text.
Freedom Merchants is the one provider for all your payment needs. No more PayPal for donations, Stripe for shopping-carts, Square for in-person swiping, EventBrite for events, Intuit double-entry and a Processor’s machine for the store. They offer one merchant account and one company that provides or connects with any tool you need.
Freedom Merchants attaches to your website in seconds without any extra cost or web-programming cost! The only solution available to handle Product/Service assignment, Class and Location support, as well as “Daily Totals Only” and Customer Duplication. Extensive customization options are also available for things like Promo-Codes, Surcharging, Multi-software integration, and more.
Stop by the Freedom Merchants booth at Scaling New Heights to see how comprehensive this one solution can be for you or your clients.
FundBox
FundBox believes that only business owners can help their business flourish, and that they need to focus on their business, worry less about collections, and not stress over long-term financing commitments that don’t make sense. FundBox knows that what business owners need is a little help from time to time to ensure that they get money when needed, and that they need to know that it will be available when they need it.
What FundBox offers isn’t ‘a loan’, it’s a different way of managing your cash flow. They don’t purchase your receivables or use them as collateral; they simply ‘advance you the value of one or more of your outstanding invoices’ which you pay back with a clearing-fee over a 12 or 24 week period. In other words, instead of you struggling for 90-days to get what your clients owe you, the FundBox advance allows you to continue doing what you do best, the work.
As a ProAdvisor, Bookkeeper, Accountant or Business Consultant you definitely should consider the FundBox Partner Program in which, if you refer a client to them who becomes a ‘qualified customer’, FundBox will pay you either a cash or equivalent compensation as a discount on your own FundBox advances. So make certain to stop by the FundBox booth at Scaling New Heights to find out how you and FundBox can team up for alternative funding options for you and your clients.
Live Oak Bank
Live Oak Bank was founded in 2008 with one goal; provide loans to independent business people in niche industries. Their Accounting and Tax Team is exclusively focused on helping accounting and tax professionals achieve growth by offering competitive financing solutions.
Live Oak Bank is a lending partner with a consultative approach, not only around your financing, but also on data-driven practice perspectives to help you enhance firm value. Live Oak aligns your strategies with capital. Their extensive financing options can help fund mergers and acquisitions, successions, recruitment, working capital, commercial real estate and other business financing needs.
So, if you have been looking for a pro-business bank that understands the specific needs of your accounting, bookkeeping or business consulting practice be sure to swing by the Live Oak Bank booth on the exhibit hall floor at Scaling New Heights for more information.
Plooto
Founded in 2015, Plooto is a venture-backed financial technology company dedicated to streamlining the way businesses manage their domestic and international payments. Plooto was named a Top 20 Most Innovative Company by CIX and was shortlisted as one of C100’s 2017 cohort of “most promising startups”.
Plooto is the easiest way for your business to pay vendors, collect money from clients and more. All you need is an email – your vendors don't need to share personal financial information or create an account. Plooto takes care of all the administrative paperwork that comes along with payments, so you don’t have to. Then simply connect your accounting software, including QuickBooks Desktop and Online, to auto-load upcoming payments. Once payments are completed, your accounting records are automatically updated.
If you have been looking for a way to streamline all your payments, stop by the Plooto booth at Scaling New Heights to see they can help you make business payments easy.
Veem
Veem is an inter-continental payment tool that allows companies and businesses to send, track and receive money to and from more than 60 countries. Veem simplifies international wire transfers so as to improve your business productivity. Veem has eliminated the middle-man in making foreign payments by redesigning global money transfers in such to cut-out needless bank involvements, delays and fees so that your payments get to where they are going on time and at a better rate than traditional routing.
Because Veem integrates with QuickBooks users can pay international suppliers using a fee free option to transfer money to over 60 different countries. And what could be a better rate than 'zero wire transfer fees!' Simply select any Vendor Bills you have entered in QuickBooks from the Veem Dashboard and click ‘send’ to pay them, Veem then automatically updates the status of those Bills in QuickBooks to ‘Paid.’ It’s just that easy.
It’s also easy for Scaling New Heights attendees to get started with Veem, just stop by their booth on the exhibit hall floor and complete a simple, no hassle registration. Be sure to visit with them about participating in their Channel Partner Program providing incentives to ProAdvisors, Accountants, Bookkeepers and Business Consultants who refer their clients to Veem.
WorldFirst
WorldFirst is an expert in international money transfers for businesses and individuals. They have helped tens of thousands of businesses and individuals transfer money around the world quickly, securely and at competitive exchange rates. Where money crosses borders, WorldFirst can help you or your clients.
WorldFirst offers great exchange rates and their easy-to-use online platform helps manage currency risk. Online seller transfers can receive their international earnings with local currency accounts in GBP, EUR, CAD, AUD, NZD, JPY, CNY and USD. Buying abroad, WorldFirst can insure that your funds will get where you need it to be quickly and safely.
WorldFirst can remove the hassle of international payments for you or your clients, by providing international payment tools to power ambitions. If you need international payments, or your have clients who do, then stop by the WorldFirst booth on the exhibit hall floor at Scaling New Heights to see how they will pull out all the stops to make sure you or your clients get the most from your currency exchanges.