Radio Free QuickBooks (RFQ) was just out in California for the Sleeter Conference, and for those of you who don’t know (and I’m assuming since you’re reading this, you do), the Sleeter Conference, along with Scaling New Heights, are two of the biggest events for our profession. They’re like the Bonnaroo and Coachella for QuickBooks® nerds, right? Yeah. We’ll just go with that ….
Where was I? Yes! The Sleeter conference. The three of us from RFQ – Dawn Brolin, Woody Adams and myself – interviewed Jill Ward, senior vice president and general manager of Intuit’s® Accounting Professionals Division, and Dan Wernikoff, senior vice president and general manager of Intuit’s Financial Management Solutions Division. Jill is always a great guest, but it was our first time interviewing Dan. The entire interview was an absolute blast!
We talked to them the day before they both stood on stage when they gave one of the best keynote speeches I’ve ever seen – and I’m not just saying that because I heart QuickBooks so much! They clearly have an easy rapport with each other, and Jill referred to him as being like a brother – which, from what I see with my son and daughter, can be a mostly love/sometimes-you-really- annoy-me type of relationship. What was especially cool about this keynote is that RFQ got to see some of the magic behind the curtain before it happened. The PR team that put the keynote together ROCKED it out, with live polling via text! It was so much fun to watch the bars on the graphs bounce back and forth as people voted to answer questions.
Dan Wernikoff had such incredibly contagious enthusiasm for the new Intuit Loan Finder, a service that will help make the loan application process less painful for the client and more efficient for the accountant, who, as Dan mentioned, is always in the mix of the lending process. “We have so much information about small business. and can get all types of info about lenders, that we can match you to the right lender.” This helps small businesses get to a lender that has an underwriting department familiar with their industry, as well as the ability to export QuickBooks data can help complete up to 75 percent of the loan application.
The obvious passion that Jill has for helping accounting professionals is evidenced by the comment she made to us about the increase in online application adoption: “There’s a responsibility that Dan and I have to make sure we listen to what is going to make it viable and easier for the accounting pro and their client. We’re spending time doing that.”
Jill and Dan had some pretty big announcements, too. These included QuickBooks Online Accountant’s commercial release and inclusion in the QuickBooks ProAdvisor® Program offerings, the addition of five free tax returns with Intuit Tax Online, and the addition of multiple sales tax rates in QuickBooks Online.
Another one I was most excited about was the QuickBooks Online Certification. This training and certification is designed for clients and accountants to help make the transition to working online easier. ProAdvisors certified in QuickBooks Online will also receive a ProAdvisor badge denoting this special designation and a listing on the Find-a-ProAdvisor website to reach potential QuickBooks Online clients.
We also interviewed Intuit’s Luis Sanchez, who heads the ProAdvisor Program, as well as Doug Sleeter. You can listen to the Jill Ward/Dan Wernikoff interview on Radio Free QuickBooks.
No comments yet.
You must be logged in to post a comment.