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Today I'm speaking with Damien Greathead Head of Marketing - Accountant & Advisor Group, Intuit Australia Our guest is a dynamic sales and marketing leader who excels in helping venture-funded software companies build robust sales and marketing functions. With a specialised focus on the accounting and fintech verticals, he has a proven track record of establishing brands and expanding customer bases across North America, EMEA, and Asia Pacific regions. He has successfully collaborated with both small and large teams across various time zones, driving impressive growth in scale-up companies, achieving over 70% growth year-on-year. He is the co-host of the Podcast: Strategy and the Virtual Controller with Penny Breslin. He worked at Ignition when it was called Practice Ignition and Dext when it was called Receipt Bank and now he is Head of Marketing - Accountant & Advisor Group, Intuit Australia. Damien discusses his career in accounting technology marketing across the globe. He shares updates to QuickBooks features and upcoming events in Australia. He emphasised the importance of customer empathy and stories in SaaS marketing. We discuss how the Apps do have insightful data, and can truly partner with businesses, to help them grow. In this episode, we also talk about . . . - Damien Greathead's background in the accounting industry across multiple global roles - Early experiences recognising technology potential in accounting firms - Embracing change management processes with clients at Receipt Bank - Navigating the complex US tax system and state compliance - Iterating Receipt Bank's value proposition without a GST/VAT system - Opening and growing Receipt Bank's US office - Returning to Sydney after 15+ years abroad - Leading Intuit Australia's adviser marketing team - Educating on QuickBooks features to boost confidence and adoption - QuickBooks Tax powered by Logic for seamless tax integration - Highlighting QuickBooks Online Advanced capabilities - Launching the QuickBooks Go community platform - Getting customer feedback through workplace observations - Marketing advice for Apps who want to connect with Intuit Australia, and their customer base. - Understanding problems through deep customer empathy - Sharing customer stories to fast-track app development - The podcast, "Strategy and the Virtual Controller," Damien co-hosts with Penny Breslin, the CEO of MoneyPenny, which focuses on intentional planning through small goals inspired by Strategy and the Fat Smoker: Doing What's Obvious But Not Easy by David H. Maister Contact details: Damien Greathead : https://www.linkedin.com/in/damiengreathead/ Intuit Australia : https://quickbooks.intuit.com/au/ Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU
Join Mark and guest Damien Greathead, Head of the Accountant and Advisor segment at Intuit Australia, to explore the crucial link between clean books and advisory success. Damien shares global insights, revealing the revenue goldmine for Australian firms—bookkeeping. Delve into why outsourcing became vital and learn how bookkeepers can secure their future. Gain actionable strategies for profitable bookkeeping and understand its transformative impact on accounting firms. Don't miss this episode shaping the future of advisory services!
Most businesses use accountants and bookkeepers - but could SMEs be using them more effectively?Sean Aylmer talks to Damien Greathead, Head of Marketing at Intuit Australia - the makers of cloud accounting software Quickbooks - about the true value of a good accountant - and the surprising services they can provide. Damien is speaking at the Accounting Business Expo on the 14th and 15th of March in Melbourne, which is a supporter of this podcast.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.
Small Biz Matters – a half hour program each week where you can work ON your business rather than IN it.with Alexi Boyd, broadcaster, advocate and small business owner.Date: 11 February 2020 It’s a significant business milestone when you can finally say my business is entirely paper free. Imagine the freedom when everything is in one place and accessible anywhere in the world? Every piece of relevant financial data at your fingertips. How do you get to that point? Where do you start to head down that liberating path? And what are the pitfalls to avoid along the way when it comes to cloud based software? Today’s Small Biz Matters we welcome to the show by Luis Sanchez, who is the Managing Director of ReceiptBank in Australia who will share with us not only some excellent starting points for those still drowning in filing but also some top strategic thinking & advice for the FUTURE of this exciting FinTech company. Welcome to the show Luis. Topics we’ll be covering: What does the reality of going paper free mean for a small business? Getting time back (family) marriage Most time doing admin is at night when time family Statistics - % time spent on dealing with receipts The benefit to saving you money with your accounting & bookkeeping fees Space – 25% commercial rental space with paper! The positives and negatives... Recent events are another good reason to go paperless and have everything in the cloud What’s the process? Getting started - asking financial institutions to stop mailing you stuff! Auto-forwarding to a cloud place Do you have to rename every document? (talk about search functionality here and how far it’s come) Adding on the go Why is it a good idea for Audit purposes? Not missing tax deductions as a chance to reduce your tax debt Set & forget The feeling of being able to find anything within a few minutes The Marie Kondo- joy of tidying up Does this folder spark joy? If not get rid of it! Fading receipts What are the options? Google Drive / Dropbox / Products like RB Power of search functionality now from PDFs and JPGs is coming What does getting in the cloud actually mean? Financial services legislation and why it’s good to engage with products which meet this standard What should you expect from a good piece of receipting software? Online security Disaster recovery How to protect yourself The 3-2-1 system of backups To find out more go to their website: https://receipt-bank.com/au ================================= Luis is a Harvard-educated MBA who brings over 20 years of global experience with several multinationals including JP Morgan, General Mills, Visa and Intuit. Ten years ago, Luis moved his focus to accountants and bookkeepers. He spent seven years with Intuit in America, doubling the size of their accounting business before joining Intuit Australia in 2016 as Marketing Director. In 2 years, Luis tripled the Intuit Australia business from 53k customers to 161k customers. He joined Receipt Bank in October of 2018. As the General Manager for Receipt Bank Australia, Luis now works closely with the Receipt Bank global leadership team to shape Receipt Bank’s strategy, scale operations and bring the benefits of real-time accounting to thousands more businesses. “Over the last 8 years, I’ve seen firsthand how the right tools can make or break a business. That’s why it’s been so inspiring to see how Receipt Bank has enabled accountants, bookkeepers and their clients focus on what matters. Thousands of firms can now spend more time helping their customers, instead of just dealing with paperwork,” Sanchez explains.
Nicolette Maury is Vice President and Country Manager of Intuit Australia, responsible for leading Intuit's rapidly expanding presence in Australia. QuickBooks surpassed 100,000 customers at the end of Intuit's fiscal 2017. In her role, Nicolette heads a fast-growing sales, marketing and customer care team to deliver dynamic business management solutions to small businesses and their financial advisors, along with world class customer support.
Coming to you from Quickbooks Connect 2019, David sat down John Dunkerley, Australia Country Manager at Intuit. The discuss: what's next for Quickbooks the future of add on app ecosystem app advisory the role of AI in accounting software
In episode 40 of the Synergen Leadership Podcast, Julian speaks with Bianca Bowron-Cuthill, Head of Customer Success at Intuit Australia. Intuit is a business and financial software company that develops software for personal finance, small business, tax and accounting including QuickBooks. Founded in 1983, Intuit has over 9,000 employees in 20 locations across 9 countries. With revenue over $6.0 billion, Intuit is also featured on Fortune 100 Best Companies to Work, People Magazine Companies That Care and Forbes America’s Best Employers for Diversity. Leading the Customer Success function at Intuit Australia, Bianca is an experienced leader in building a culture of innovation. She is passionate about customer experience, innovation, coaching & building high performing teams and in 2018 she was named as one of the Top 50 most influential women in accounting. During her chat with Julian, Bianca shares her views on leadership and some of the tools and techniques she uses to be a successful businesswoman and leader. Go To: Bianca's LinkedIn Profile Intuit Website
Trent McLaren Trent Mclaren is Australia’s thought leader of the year in the Accounting Industry. He is the head of accounting and strategic partnerships at Practice Ignition. His role see’s him partnering with accounting professionals all over the world as he strives to drive innovation and disruption with his partners. Igniting a culture to challenge the status quo and create true customer centricity. Trent comes with years of experience working with disruptive accountants in his former role at Intuit Australia, as senior business development manager. He has completed his MBA with an elected focus on strategic marketing and has a diverse background in online payments and eCommerce. He was also recently named Thought Leader of the Year at the Australian Accounting Awards. His combined experience between accounting, payments and online ecommerce puts Trent right at the centre of small business disruption that we are witnessing all over the world. Listen to this brilliant interview for these great quotes and takeaways: Why NOT being an accountant brings valuable perspective to the accounting profession How accounting firms are changing from ‘compliance tax shops’ to advisory, wealth and even mortgage broking The importance for accountants to contribute to your business community if you want to develop business The number one factor that has had the biggest impact on the accounting profession in the last 10 years How technology is transforming the way accountants interact with clients Two great outcomes of technology for accountants – the speed at which you can get the work done and the quality of the data you produce for clients Key definitions of business development, marketing and sales for accountants If you’re not confident your accounting firm can deliver on the work, it will restrict your business development efforts The pie is not necessarily getting bigger – most accounting firms only win clients from other accountants The two best ways for accounting firms to set growth targets How a lack of communication skills limits many accountants to more compliance than advisory work The key attributes that make a good work winner or business developer in accounting firms If you take care of your accounting clients deliver beyond what they expect, there will always be a market for you A good answer to the common BD objective “I’m too busy to go out there, network and win more business” Problem on the horizon – a lot of accounting graduates coming out of university aren’t equipped to use all technology Progressive accounting firms are now employing inhouse developers and technology experts These days, we need technically good accountants that are also pretty good geeks! How accounting firms can best encourage or incentivize their people to win business Progressive accounting firms are using Slack, Skype, Zoom etc to engage with clients AND to improve the communications internally with their teams The best piece of sales advice accounting influencer Trent McLaren has ever been given! https://www.practiceignition.com (https://www.practiceignition.com) | @trent_mclaren | www.linkedin.com/in/trentmclaren
This is HCD is brought to you by Humana Design In this episode, we caught up with the wonderful Barbara Spanton from Ottawa in Canada. Barbara is a UX lead in Shopify and in this episode, Barbara is joined by Aman Braich, Principle designer for Intuit Australia, as well as Mark Catanzariti, service designer at Telstra. In today’s episode, we discuss the industry’s obsession with redesign. There seems to be a culture of throwing out existing designs rather than going back to perfect or tweak them. Today we explore why we do that, how to maybe stop doing that and what opportunities exist if we spend less time redesigning and throwing out perfectly good things. We take a look at how we can focus more on mindset rather than methodology, to build – or should we say re-furbish – a more sustainable design future. Take a listen! Key Points From This Episode: How Barbara got involved with human centered design. Disposable design: Why we throw out perfectly good things. Why should businesses care about disposable design? Suggesting alternatives to the business The obsession with metrics. Methodology versus mindset. How do we know if we are making a system better? Behind every merchant, there is a story. Barbara’s re-design stories from Central Bank. Ditching superiority complexes in the industry. Barbara’s advice for emerging HCD talent. And much more! Links Mentioned in Today’s Episode: Barbara Spanton on LinkedIn Barbara Spanton on Twitter Shopify Intuit Mr. Thinkr This Is HCD Website This is HCD on Slack This is HCD on Twitter This is HCD on Facebook Join the This is HCD Newsletter We send out a fortnightly newsletter for anyone interested in human-centered design, updates about new podcasts, and any related news that we think you might be interested in. https://www.thisishcd.com/join/subscribe-to-our-fortnightly-newsletter/ TIHCD is brought to you by Humana Design Become a Premium Member: https://thisishcdnetwork.supercast.tech See omnystudio.com/listener for privacy information.
Smart phones, tablets and even watches provide online accessibility that wasn’t widely available just 10 years ago. They’re increasingly making life for the consumer easier, but what about the benefits to business? Nicolette Maury, Managing Director of Intuit Australia, details some of the tools businesses can access on-the-go to save themselves time and money. You don’t have to search far and wide to find solutions to the speed of technological change. Inside most organisations are tech savvy staff who are better positioned to identify the digital tools available to combat change. Business advisor Simon Waller says these "digital champions" should be officially resourced, trained and supported to guide the rest of the company. http://www.businessessentials.com.au
How to Be Better Prepared to Give Credit to Customers Welcome to SMART Connect Podcast episode #6, featuring business experts and industry thought leaders to help YOU effectively navigate a constantly changing and disruptive market place so you can grow your business into an industry-leading brand. According to Paypal and Intuit Australia in their Late [...] The post [Ep #06] How to Be Better Prepared to Give Credit to Customers appeared first on The Ambitious Entrepreneur Podcast Network.
Will you be left behind? In recent years, cloud accounting has been all the rage. For some bookkeepers, though, it has been a challenge to implement for various reasons. Here's the thing. If those bookkeepers aren't willing to adjust and find ways to figure it out or hire people to help them, they will eventually be out of business. According to Senior Business Development Manager for Intuit Australia, there is hope. You just have to block out some time and evaluate how being in the cloud can help your business then take action. During this interview, you'll learn... How to choose the right cloud accounting software for you Why automation is powerful for your enterprise Why it's important to become a digital mechanic To find out more about Trent, visit http://www.thesuccessfulbookkeeper.com/14
Trent McLaren is a business development manager from Intuit Australia. In this podcast, he shares his insights into modern sales techniques with a focus on the accounting profession. We discussed: - Firm of the Future concept and background - The fundamental aspects of a sales process - How often should you follow up a lead? - The importance of persistence in sales - The value of phone calls - Are CRMs necessary for sales? - Social selling – how it works