copyright 2011 – intuit inc. intuit quickbooks certified user trevor matheson
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Copyright 2011 – Intuit Inc.
Intuit QuickBooks Certified User
Trevor Matheson
Copyright 2011 – Intuit Inc.
What is QuickBooks?
QuickBooks Certification
Global Strategy
Questions/Comments
Copyright 2011 – Intuit Inc.
WHAT IS QUICKBOOKS?
Copyright 2011 – Intuit Inc.
Copyright 2011 – Intuit Inc.
Scott CookFounder of Intuit
Be dramatically willing to focus on the customer at all costs, even at the cost of obsoleting your own stuff.
So I think instead of focusing on the competition, focus on the customer.
Insert Photo Here
Copyright 2011 – Intuit Inc.
Copyright 2011 – Intuit Inc.
Intuit
• Quicken started in 1983• Revolutionize people’s financial lives so
drastically that they can’t imagine doing it the old way
• Quicken was “remarkable”• Follow me home• Annual research
Copyright 2011 – Intuit Inc.
Financial… making & saving money, grow & profit
“Better Money Outcomes”
Productivity… turning drudgery into time for what matters most
Compliance… without even having to think about it
Confidence… from the wisdom & experience of others
To be a premier innovative growth company that improves our customers’ financial lives so profoundly… they can’t imagine
going back to the old way
…and those who serve them
We serve these end customers
Consumers Small Businesses
Accountants FinancialInstitutions
HealthCare
Players
Intuit Mission: why we exist as a company…
Copyright 2011 – Intuit Inc.
Help small businesses be 20% more profitable… Customers revenues ~20% of U.S. GDP, pay 1 in 12 American workers
Help people get the maximum tax refund… $33B in tax
refunds,1 out of every 3
tax returns e-filed
Help families put up to $1,000 back in their pockets… $550M in consumer
savings identified to date
Help accountants be 20% more productive today… Serve half of all
accounting firms
Improving
Lives50M
Improve FI profit per customer by 20%… IB customers equal to the
5th largest U.S. bank
~
Copyright 2011 – Intuit Inc.
QuickBooks
• QuickBooks - 1992• Dominate U.S. Market• Gave business owners what
they wanted• New versions iterate on
customer feedback• Real World Training serves as
consultants on new features• Make QuickBooks
“remarkable”
Picture of QuickBooks goes here
Copyright 2011 – Intuit Inc.
QUICKBOOKS CERTIFICATION
Copyright 2011 – Intuit Inc.
WHAT IS QUICKBOOKS USER CERTIFICATION?
Validates working knowledge of QuickBooksCandidate can enter daily transactions for a small businessUnderstands the basics of reading a financial statementKnows when to get help from an accountant
Copyright 2011 – Intuit Inc.
The Opportunity
Copyright 2011 – Intuit Inc.
WHY ACCOUNTING KNOWLEDGE IS ESSENTIAL
• There’s always a job for candidates with accounting knowledge
• 85% of Businesses in U.S. use QB• Accounting knowledge is helpful in any position at a
company (e.g. marketing people who understand accounting)
• Small business owner-Which will be most students (half of student in college today, will start a business)
Copyright 2011 – Intuit Inc.
GrowingContingent Workforce
Copyright 2011 – Intuit Inc.
Work Shifts from Full-time to Free Agent Employment
Over the next decade:
– Contingent workers will exceed 40% of total US workforce by 2020. Higher % in Europe.
– Self-employment, personal and micro business numbers will increase.
– Traditional full-time, full-benefit jobs will be harder to find.
Chart source: 2009 calculated from US BLS and US Census statistics. 2020 forecast data from Emergent Research.
2020 40%
U.S. Workforce
Contingent Workers
Copyright 2011 – Intuit Inc.
2 TYPES OF QUICKBOOKS CERTIFICATIONS
Copyright 2011 – Intuit Inc.
QuickBooks ProAdvisor Certification
– For accounting professionals– Requires accounting knowledge and advanced
QuickBooks knowledge– Includes software, training, marketing support
and much more!– Excellent if you want to support multiple clients
using QuickBooks– Global program growing (Canada, UK, Singapore)– Testing and training provided by Intuit– Program started around 2000
Copyright 2011 – Intuit Inc.
QuickBooks Certified User
– For day-to-day users– Does not require prior knowledge of accounting
or QuickBooks– First step to becoming a ProAdvisor– Not global….yet– Testing provided by Certiport partners– Training provided by marketplace (including
Real World Training)
Copyright 2011 – Intuit Inc.
GLOBAL STRATEGY
Copyright 2011 – Intuit Inc.
QuickBooks International
QuickBooks US version available for download:• Brazil• China• India• Mexico• Philippines• UAE
Copyright 2011 – Intuit Inc.
QuickBooks International
QuickBooks country specific:• Australia• Canada*• Singapore• South Africa • U.K.*
* Certification being considered
Copyright 2011 – Intuit Inc.
QUESTIONS/COMMENTS
Copyright 2011 – Intuit Inc.
How do you measure “Remarkeble”?
Copyright 2011 – Intuit Inc.
MEASURING WORD OF MOUTH- NET PROMOTER SCORE
Copyright 2011 – Intuit Inc.
Net Promoter Score is best measure of E2E customer experience
WHY?
Copyright 2011 – Intuit Inc.
Net Promoter Score – The Scale
Copyright 2011 – Intuit Inc.
Net Promoter Score - Calculation
Copyright 2011 – Intuit Inc.
Net Promoter Score - Calculation
Copyright 2011 – Intuit Inc.
Net Promoter Correlated to Revenue
Copyright 2011 – Intuit Inc.
3 Step Process to Improve
Copyright 2011 – Intuit Inc.
QUESTIONS/COMMENTS
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