Wow! Here we are in California. I want you to be part of the experience too. So here is Jennie your investigative reporter giving you the insider view on #QBconnect.

Note: I am literally doing this blog on the fly each day. I know you are accustomed to my photo’s and links. I apologize that these Reporting Live blogs won’t include them. I will encourage you to use Google to search the topics I italicize. Watch for the wrap up blog after the event.

This event is designed to help you become a Firm of the Future. So lets get you the information you can also take from this event and see what you can use in your firm.


There is something amazing about meeting up with like minded people who have the same passion you do. Being at #QBConnect is the place to be empowered and learn new techniques to help serve our clients better. Don’t worry if you are not here. Hop on to Twitter and follow #QBConnect. You’ll feel the love and get to feel part of the event. Why? There is no way I can cover everything. There is just too much going on.


Hearing from experts such as Michael Gerber (author of The E-Myth Accountant: Why Most Accounting Practices Don’t Work and What to Do About It) , Wayne Schmidt and Jim McGinnis

To learn more about Value Pricing check out anything on Ron Baker or Mark Wickersham

Don’t forget about the importance of the break out sessions. These sessions are jammed back with information.

Lucky most of these individuals have awesome blogs, books etc for you to check out. Remember to  power of social media. By checking out these individuals on LinkedIn, Twitter, or Facebook is well worth your time. I think you’ll find some amazing facts.

Here are my favourite sessions

Session on Building Your Brand and Your Practice through Thriving Online Communities

Presented by the amazing Wayne Schmidt. This fellow is amazing when it comes to social media and how to build your brand online. What I love is how he addressed the one of the biggest issues indiviudals have when using social media: Content. Most individuals won’t engage on social media because they can’t think of content. Which is a shame because that is how the future is going to prospect clients. Wayne came to the rescue. Here are some quick ways to get content to share on your social medial channels:

Flipboard for content creation for blogs
Ted talks are good for content Ted Talks Live
Small Business Centre on the Intuit main page

Session on Growth through Client Replication: The Pumpkin Plan

Mike Michalowicz with The Pumpkin Plan to find out about how to market and grow your firm. Here are a couple of key points that were taken away form this session

“Identify the thing you do better than anyone else and focus all of your attention, money and time on figuring out how to grow your company doing it”

“Determine which customers add the most value and provide the best opportunities for sustained growth”

“Discover the unfilled needs your clients, innovate to make their wishes come true, and deliver on every single promise”

All of which can be simple done by simply asking your best clients what you do well. What they like about you. Then take that information and see if you can do it better.

Finding your inner integrator!

Here are my favourite applications that either integrate or soon will with QBO.

WagePoint – It’s live now!! Your one stop shop to outsource your payroll pain.

Hubdoc – The most amazing app that has saved my sanity and made my clients Happy. Why? Because I am no long nagging them for documents like bank statements.

17 Hats – This is a CRM which will soon integrate with QBO here in Canada. The USA will be first.

Until tomorrow’s report.


Jennie Moore