Intuit QuickBooks Channel | Accounting Business Expo 2020

 
 

Intuit QuickBooks, Monday 16 November 2020

Dale Beaumont
Intuit QuickBooks
10:50

10 Ways To Build Your Profile & Better Market Your Practice

In the past, you had a handful of competitors in your area. Today, you have literally thousands and they come from every corner of the country. Learning how to effectively market yourself and your business has never been more important. Hear 10 powerful ways to attract more clients and grow your practice.
  • Find out how to become the trusted authority in your area of expertise
  • Understand why it pays to create a podcast and how to do it correctly
  • Learn how to leverage the power of Google to get more free traffic
Session led by: intuit-quickbooks
Aaron Fergusson
Intuit QuickBooks
11:30

QuickBooks New Feature Showcase

Join us for a rundown of the best new features in QuickBooks Online Accountant. Hosted by our product specialist, this 30 minute session is your opportunity to learn how to save your firm time, plus add more value to your clients.We'll cover:
  • Month-End Review
  • GST Inclusive Journal Entries
  • QBO Performance Centre
  • Receipt Capture
  • Sneak peeks and more!
Session led by: intuit-quickbooks
Tory Archbold
Intuit QuickBooks
12:10

Supercharge Your Business Presence In The Virtual World

Focused, connected and with the ability to empower others, in this session, Tory will share why the ability to build your business network and connect in a virtual world is vital to small business, especially in a new virtual world.
  • How to attract and build your business tribe
  • Tips and tricks to enable your business to become an online super attractor
  • How to translate 3 coffee catch-ups a week (via video, phone, or face to face) into a network of business referrals
Session led by: intuit-quickbooks
Meagan Wood
Intuit QuickBooks
12:50

7 Areas To Consider When Moving Your Practice To The Cloud

Moving your practice to the cloud requires significant planning to ensure it's a smooth efficient process. Come along to hear about 7 areas to consider so you're ready to take the plunge!
Session led by: intuit-quickbooks
Tish Bhagwandeen
Intuit QuickBooks
13:30

Transforming Advisory Into A Digital Art

Join this session to identify how your firm:
  • Can better transition your one on one advisory services into something that can benefit all your clients.
  • Uncover the efficiencies of accounting guides, checklists, and content creation to serve all your clients during this challenging time.
Session led by: intuit-quickbooks
Grant Quick
Intuit QuickBooks
14:10

How To Supercharge Your Practice With AI And Machine Learning

Clients want to know what apps to use with their accounting software, but few firms know how to recommend them. One approach is to learn about as many apps as you can – but with 6,000 applications in the QuickBooks ecosystem, this is impossible.This presentation will look at a methodology firms can use for undertaking app advisory and cover some of the most common traps that firms can fall into.
  • Discover the skills firms need for app advisory: analytic skills, accounting knowledge,
  • professional networks
  • Find out how to ask the right questions before deciding on a solution
  • Learn how to analyse a business, understand its processes and common constraints
Session led by: intuit-quickbooks
last published: 16/Nov/20 01:45

Intuit QuickBooks, Tuesday 17 November 2020

Clayton Oates
Intuit QuickBooks
10:50

How To Get Over Your Fear Of Business Development

Everyone hates “being sold to” – and that naturally turns into a fear of making your own sales. You don’t want to be “that person”. But if you believe in the quality of your work, and you have satisfied customers, then providing services to others is helping them run their own business.
  • Learn how to reframe sales as helping potential clients for their benefit, as much as your own
  • Find out how to scale your practice through business development and marketing
  • Discover the easiest way to bring up what you do in conversations with prospects
Matthew Pisarski
Intuit QuickBooks
11:30

Managing Your Workflow With A Distributed Workforce

Learn how advisors are managing their workflow, communicating with clients, and collaborating with their remote team in this COVID-19 environment. You'll discover how more than 1,000 accountants adapted to the sudden shift to remote work, what they did wrong, and most importantly — what the most successful firms did right.This session will be full of tips and actionable advice to help you operate effectively as a distributed workforce. You'll learn best practices for effective team communication, servicing your clients more effectively, staying on top of every job and task, and the best modern tools that can assist.Key takeaways:1. The findings from Karbon's survey assessing how 1,000 accountants adapted to COVID-19 and remote work.2. The #1 mistake that was made by newly remote accounting firms (and how to overcome it)3. The most effective way to communicate with your distributed team and clients4. How to manage and track work, while monitoring your throughput across your firm.
Session led by: intuit-quickbooks
Trent Butler
Intuit QuickBooks
12:10

How To Install A Cost Effective & Strategy Driven Marketing System Into Your Accounting Firm

Do any of these problems exist in your firm today:
  • You seem to be attracting the wrong type of clients.
  • You feel like clients have become more price sensitive.
  • You're not sure which marketing 'tactics' make sense right now for your firm.
  • You're struggling to stand out from your competitors.
  • You're unsure if you firm appeals to the next generation of staff and/or business leaders
The answers to these problems are not found in LinkedIn, SEO, Social Media, or Web Content. These are strategy problems and can only be addressed with strategy solutions. During this 20-minute presentation, we'll give you the tools to start thinking about the correct marketing strategy for your firm as well as practical tips and insights on how to commence executing.
Steve Kemp
Intuit QuickBooks
12:50

Open Banking – What’s in it for Accountants

Australia’s new Consumer Data Right(CDR)gives consumers the right to share their data between providers. The introduction of CDR in the banking sector –also known as ‘Open Banking’ –will provide consumers with access to, and the ability to safely transfer, their banking data (for example, transaction history, interest rate, and account balances) with trusted parties.We'll share what are the benefits of Open Banking are for Advisors and for Small Business and Self Employed.As a longtime leader in financial technology innovation, Intuit has been working for years to make digital financial life better for small businesses and the self-employed. Intuit QuickBooks was the first accounting software provider to be registered as an accredited Data Recipient (ADR) in October 2020.
Session led by: intuit-quickbooks
Grant Quick
Intuit QuickBooks
13:30

10 Steps To Building App Advisory Services For Your Clients

Clients want to know what apps to use with their accounting software, but few firms know how to recommend them. One approach is to learn about as many apps as you can – but with 6,000 applications in the QuickBooks ecosystem, this is impossible.This presentation will look at a methodology firm can use for undertaking app advisory and cover some of the most common traps that firms can fall into.
  • Discover the skills firms need for app advisory: analytic skills, accounting knowledge,
  • professional networks
  • Find out how to ask the right questions before deciding on a solution
  • Learn how to analyse a business, understand its processes and common constraints
Session led by: intuit-quickbooks
Adarsh Dutt
Intuit QuickBooks
14:10

How To Build Your Modern Firm in the time of COVID-19

Join this session to identify how your firm can better transition your one on one advisory services into something that can benefit all your clients.
  • Uncover the efficiencies of accounting guides, checklists, and content creation to serve all your clients during this challenging time.
Session led by: intuit-quickbooks
last published: 16/Nov/20 01:45