Copyright 2011 – Intuit Inc. Intuit QuickBooks Certified User Trevor Matheson.

Copyright 2011 – Intuit Inc.

Intuit QuickBooks Certified User

Trevor Matheson


What is QuickBooks?

QuickBooks Certification

Global Strategy

Questions/Comments


WHAT IS QUICKBOOKS?


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


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


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…


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

~


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


QUICKBOOKS CERTIFICATION


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


The Opportunity


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)


GrowingContingent Workforce


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


2 TYPES OF QUICKBOOKS CERTIFICATIONS

http://www.realworldtraining.com/certify-self-paced.php


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


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)


GLOBAL STRATEGY


QuickBooks International

QuickBooks US version available for download:• Brazil• China• India• Mexico• Philippines• UAE


QuickBooks International

QuickBooks country specific:• Australia• Canada*• Singapore• South Africa • U.K.*

* Certification being considered


QUESTIONS/COMMENTS


How do you measure “Remarkeble”?


MEASURING WORD OF MOUTH- NET PROMOTER SCORE


Net Promoter Score is best measure of E2E customer experience

WHY?


Net Promoter Score – The Scale


Net Promoter Score - Calculation


Net Promoter Correlated to Revenue


3 Step Process to Improve


QUESTIONS/COMMENTS

Copyright 2011 – Intuit Inc. Intuit QuickBooks Certified User Trevor Matheson.

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