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7:25A PST
Good morning and welcome to Day 2 of QuickBooks Connect! I'll be live blogging again today, starting with the Accountant Keynote in just over 35 minutes. If you missed any of the sessions yesterday, now is a great time to go back and start watching some of the recordings - almost all panels are available until November 11th.
You can also check out the My Dashboard section and take a picture in our Virtual Photobooth, and make sure to share your picture on social media using the hashtag #QBConnect.
8:04A PST
Accountant Keynote with Ted Callahan and Ariege Misherghi
Ariege reiterates the idea that "you need to constantly be in a mode of learning so that the world doesn't leave you behind."
8:08A PST
More from Ted Callahan
"You have been living a nonstop cycle of eat, zoom, sleep and you are unstoppable"
8:11A PST
More from Ted
Some exciting new programs coming for Accountants. We will be offering ProAdvisor Payroll Online Certification.
We will be launching Revenue Share soon - sign up for more information here
8:17A PST
More from Ted
So many amazing offerings for Accountants, I grabbed a few screenshots to share, but I highly urge everyone to give this session a rewatch once it is available.
8:27A PST
Next up is a session with Jay Shetty
His session is going to focus on the idea of the formula that he has been using for the past two years since it was shared with him on his podcast.
Can't wait to hear more about it.
8:36A PST
More from Jay
When we are navigating change - having to adapt - we think it's about holding on to what we know. But it's more important than ever to know when to let go.
What is it that you can let go of, put down, let it be... an move on. This gives you (new space) to create habits and practices that push us forward.
8:49A PST
More from Jay
"When you change the way you look at things, the things you look at change"
You aren't just managing people's accounts, you are managing their purpose, you are helping them create opportunities for their family.
8:58A PST
I've added a link to the playback of Ted Callahan's session earlier, and if you are looking for more information on the exciting new offerings, I would recommend giving the Intuit Accountants Twitter a follow.
Next up for me is Share the wealth: Turn bookkeeping tasks into advisory topics
9:06A PST
Share the wealth: Turn bookkeeping tasks into advisory topics
Presented by: Jacob Schroeder, Amy Walker and Beth Melcher
Make sure you check out the download materials for this session, they share a Excel template that gives you great ways to start with some simple advisory options to help you power up your business.
9:14A PST
More about advisory topics
It's important to have regular check ins with your clients - this could be quarterly, monthly or even weekly. But this allows you to talk about trends, get more information on what is happening beyond the books.
"Good data timely is better than perfect data late"
9:27A PST
More about advisory
"You're an agent of your clients' success" #truthbomb
9:38A PST
Advisory Q&A
- Simple way to personalize the templates is to add the client's logo and colors - personalization makes them feel special.
- Make sure that you understand how the cash flow works instead of relying on an app to do the work for you. Apps can fail and are reliant on good data entry.
9:56A PST
LOVED the practical and scaleable tips offered in this advisory session, I'll be sure to link it as soon as the recording is available.
Quick hydration break for me, but then I'll be back for the Grow your firm with Mailchimp panel!
10:16A PST
Hey guys, so sorry but I'm going to be away from my keyboard for a few - water heater issues and the plumber just showed up. I'll be back as soon as I can. #reallife
10:48A PST
Ok, plumber is doing his thing and I'm back to work. Sorry to have missed the Mailchimp panel but looking forward to Curating your business
11:04A PST
Curating your business: Make your company a work of art
Love that they opened up with the desire that instead of just taking notes, you step back and take a new look at your business during this session to help you look forward at how you can change and grow your business.
"We tend to get locked into what it used to be instead of looking forward to what it can be"
11:09A PST
11:11A PST
More from Curating your business
"Accounting firms tend to grow organically... with whoever calls them"
11:16A PST
More from Curating your business
It's just as important to know what the wrong customers are for your firm as it is to know the right customers you want to bring in.
Things to look for in customers - are they profitable? Are they a good fit for your business? Will they conform to your processes?
11:20A PST
More from Curating your business
Once you have defined your ideal customer, take the time to figure out what you want to sell them. Identify what services you offer and then clearly define what those services are and how you will deliver them.
"You don't go into Starbucks and order a cheeseburger"
11:30A PST
More from Curating your business
Once you have identified your ideal customers and have defined your products - the final piece is to look at your processes.
Capturing and leveraging data will be the difference between your firm being proactive vs reactive.
11:33A PST
More from Curating your business
Having the right product and knowing who needs it is the game changer for your business.
Make sure you are leveraging automation as much as possible. This frees your people up to do higher level work that is more valuable to your company.
11:41A PST
More from Curating your business
You can't think about half of your life as something you can't choose. Your work is Your choice.
11:54A PST
And that is a wrap on Connect 2021 panels! I hope you had an awesome and inspiring 2 days and look forward to seeing everyone again next year.
Don't forget there is what is sure to be a high-energy dance party session with Freestyle Love Supreme Academy to close us out. And one last reminder that you can view recorded sessions from now through Novemeber 11th.
