Ted Callahan (Director, Accountant Segment Leader) and Mike Mioduski (Principal Customer Experience Leader) visit QB Community Live to discuss the improvements being made to Intuits ProAdvisor Support Program. During this episode, we learn about Intuit’s plan to onshore their phone based customer support team as well as other initiatives to help get people to the right support agent even faster than before.
If you are like me, you struggle with an ever growing list of follow up tasks and action items. I have tried using numerous different task management applications, I have tried calendar blocking, I even tried wishing on a star.
During this week’s session we are joined by Kristen Nies Ciraldo and Richard Roberts-Roppa we discuss the root causes of procrastination and how to tackle a growing backlog of tasks.
During this week’s episode, Jan Breuls-Dorang joins us to discuss the importance of setting client expectations. Jan will share with us how she establishes proper boundaries at the beginning of the relationship and how she manages their expectations.
This session is packed full of valuable information no matter how far into the journey you may already be.
During this week’s episode Tonya Schulte joins us to review a new application called Scribe that helps her capture the different steps of her workflow.
Matthew Fulton talks about the CalSavers program which requires California business owners to establish retirement accounts for their employees.
During this week’s episode Alicia Katz Pollock and Matthew Fulton discuss why training is important. They also discuss some of their tips and tricks on how to create shareable content to help educate your clients and your community.
During this week's episode Sara Laidlaw Woodruff and Matthew Fulton discuss when accountants become app developers. They share the struggles involved in trying to run an accounting firm while also launching an application. They take time to answer questions from QB Community Live Facebook Group. To end the episode, Sara provides a quick demo of her application Trial Balance Exporter.