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QB Connect : The reunion

Visual from Intuit to announce QBConnect 2022 with the message: "We're going to Vegas" | Knowify

It’s happening! The longed-for reunion of the accounting community at an in-person #QBConnect is this week, from November 7 through November 9. Our team couldn’t be more excited to see you all in Vegas this year. We’ll certainly miss the “pub crawls” around San Jose, rushing here and there to make it to all the nighttime parties and events, but we’re sure Intuit has prepared a ton of exciting surprises for this Vegas premier.

Until we see each other—we’d like to share a little bit about how we’ve been preparing for the show.

Exhibit hall

The Knowify team will be at booth #C4, so stop by to learn more about our latest releases and the new features we have in the works, or just say hi! This year we have two first-time QBConnecters joining the floor: Cam Garrant, VP of Marketing and Ross Wisser, Director of Success.

Making time for everyone

We know you have all been very active last week sending out emails, texts, and Instagram messages to friends/partners/contacts in your network to find out if they are attending QBConnect and see if there is an opportunity to meet and catch up. We’ve done the same. ☺️

We’ve been working with some of you for a long time now and for some of our team, it will be the first chance to meet you in person. We’ve been reaching out and scheduling time with all of you to learn more about your plans for 2023 and find out how we can help.

If you haven’t heard from us, please reach out!

Partnering with Intuit

It’s been more than a year now since we announced our partnership with Intuit. Becoming an ISV partner has been a journey full of learnings, and we’re looking forward to sharing our experience and insights about the process. For this, our CEO, Marc Visent, will be speaking at the session titled: Selling vertical solutions with QuickBooks on Thu, Dec 8, at 9:00 AM PT, along with Gavin Orleow (Vice President Partner Sales at Intuit), and Jason West (Founder at Fran Metrics).

In this session, the panel will discuss the increasing need for industry-specific solutions, trends in the industry—construction in our case—and partnering opportunities to develop value for your customers.

If you cannot attend this session, Sean McCaffery and Gina Avila (Group Managers, Partner Development Management at Intuit) will circle back on these opportunities Thursday afternoon in the session Value and revenue: the power of partner-to-partner networking.

Learning sessions

As always, the QBConnect agenda has many great sessions to develop your skills and to help you work on building a better, stronger practice. Some of these sessions will cover great topics, such as leveraging technology, deep diving into QuickBooks Online and Desktop functionalities, becoming better marketers, influencers, mastering customer relationships or even finding the best balance between work and personal life. Among such a rich and diverse set, we’ve made this short selection for those serving—or looking to serve—construction businesses:

Wed, Dec 7, 3:00 PM PT

Defining advisory services
by Deborah Defer, Managing Director, BDO Business Services Outsourcing, BDO USA

This session will cover the principles of advisory, tailoring unique advisory services to your business, and identifying client needs to match your offerings.

Thu, Dec 8, 1:30 PM PT

Choosing a niche: Understanding the economics
by Jason Blumer, Chief Executive Officer, Thriveal CPA Network and Blumer CPAs

This session requires direct experience in leading or working in a firm that is actively seeking a niche in a particular market. It will go over what does and does not constitute a niche, parameters to determine if it’s a right fit for you, and how to gauge the risk involved in niching.

Thu, Dec 8, 1:30 PM PT

QuickBooks Online Advanced: Helping clients overcome objections
by Nav Sandhu, Chief Executive Officer and Founder, SaaS Direct Technologies Inc.,
Susan Pratt, Director Professional Services, Partner Sales, Intuit, and
Trevor Noland, Sr. Professional Services Consultant, Intuit

This session provide a better understanding of QuickBooks Online Advanced, an in-depth look at data migrations to the ecosystem, and key positioning points to leverage in conversations with customers.

Thu, Dec 8, 3:00 PM PT

QuickBooks Desktop to QuickBooks Online: Taking the leap
by Debra Kilsheimer, QuickBooks ProAdvisor and CPA, Behind the Scenes Financial Inc.

This session will provide tips on migrating clients to QuickBooks Online, communicating benefits to resistors, and embracing a future of productivity on the cloud.

After party(ies)

As far as we know, Connectfest is the official QuickBooks after-party, which is going to be neon-themed. However, it’s common QBConnect knowledge that apps and influencers are organizing their own events and Vegas can be quite a place for that, do you know of any? Speaking of exciting developments—we believe that Hector Garcia may have some exciting news to share!

Looking forward to seeing you soon!

– The Knowify team