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Show Notes

01:20 – Meet Ted!
02:59 – Ted talks about Intuit's impetus behind moving into the service game
03:28 – Confidence is key! Most of the small businesses without an accountant or bookkeeper lack the confidence to reach out for help
04:42 – While QuickBooks Live and TurboTax Live share similar tech, their services are very different
06:04 – QuickBooks Live is only available, currently, in the U.S., and all Live bookkeepers reside in the U.S.
07:03 – Ted shares some of the requirements for becoming a QuickBooks Live bookkeeper
08:01 – The gentleman talk QBO Accountants Edition, and some of the new feature roll-outs, such as the Optimization Center
09:42 – Intuit sees a huge opportunity to capture those small businesses that are, so far, sans accountant
11:11 – What's the real scope of the QuickBooks Live offering?
13:42 – What differentiates the different price points in QuickBooks Live?
14:38 – Intuit is solving for both sides of the market - small biz and accounting professional
15:38 – A bit of discussion on the different ProAdvisor buckets and how QuickBooks Live will affect them
16:39 – What do you tell a ProAdvisor who loses a client to QuickBooks Live?
17:46 – Take a load off, Annie - QuickBooks Live plays a key role in the advisory vision - by transferring lesser-value work to QB Live, so accountants and bookkeepers can focus on advising and other value-add services
18:28 – Intuit needs to establish clear guidelines around relationships to solve for the needs of the customers and accounting partners
19:43 – Is there a grand convergence of all the Intuit offerings on the horizon?
20:29 – Who's in charge of ensuring the delivery QuickBooks Live services meet's Intuit's WOW factor?
21:49 – What's next on the agenda, for Ted, and QuickBooks Live?

Connect with Ted

Ted Callahan, Director, QuickBooks Live Offering, Intuit
- Twitter: https://twitter.com/asciv
- LinkedIn: https://www.linkedin.com/in/tedcallahan/

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Episode Art Photo Credit:

Will Farnell
- https://twitter.com/willfarnell
- https://twitter.com/willfarnell/status/1191506218424176640/photo/1

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