QuickBooks ONline
Awareness Campaign
ProAdvisor Marketing Development Fund
Intuit Canada ULC selects 35 ProAdvisors across Canada to partner with within a 12 month cycle to cost share approved marketing campaigns that align with the goals Intuit is attempting to accomplish.
Books in Balance Inc was 1 in 35 selected ProAdvisors Intuit Canada ULC choose to partner with based off our application, video interview, uniqueness of plan, and choice of partners with execution of our creative content. Although for some companies this doesn’t seem like much, but sharing our journey to this milestone is a great achievement I am proud to have accomplished.
Here are the steps that brought us to Small Business Week in 2024:
Our Campaign Assets
- Lorem Ipsum has been the industry’s standard dummy
- Lorem Ipsum has been the industry’s standard dummy
- Lorem Ipsum has been the industry’s standard dummy
- Lorem Ipsum has been the industry’s standard dummy
- Lorem Ipsum has been the industry’s standard dummy
- Lorem Ipsum has been the industry’s standard dummy
June 21st, 2024 heads up email
With the help of my existing clients by already hitting the top ELITE STATUS with being a Certified ProAdvisor, I was given a heads up email on June 21st that I could be eligible to participate as the brand Books in Balance Inc. Although the funds wasn’t open yet, I was able to look at the attached program guide on what was considered eligible for the 2024 / 2025 ProAdvisor Marketing Development Fund.
Reconciling
Month-to-month reconciling ensures that financial records are accurately balanced and updated on a regular basis, maintaining clarity and reliability in your business’s financial management.
June 26th, 2024 fund opens
Application submitted.
July 2nd - Passed Application
With the help of my existing clients by already hitting the top ELITE STATUS with being a Certified ProAdvisor, I was given a heads up email on June 21st that I could be eligible to participate as the brand Books in Balance Inc. Although the funds wasn’t open yet, I was able to look at the attached program guide on what was considered eligible for the 2024 / 2025 ProAdvisor Marketing Development Fund.
July 11th, 2024 Video Interview
Focus on the workflow of the intake of income. Start at the blue wave of estimates on potential revenue and how you could capture more income. Move into the purple unbilled income that you need to ensure you bill your customers at the right times. Your orange overdue invoices is income should be following up on to improve your cash position. The grey open invoices is future income coming your way, understand when is it coming. Drive the process of potential income into real deposits. Treat non-posting data equally as important as posting data.
July 15th - 75 days of revisions
With the help of my existing clients by already hitting the top ELITE STATUS with being a Certified ProAdvisor, I was given a heads up email on June 21st that I could be eligible to participate as the brand Books in Balance Inc. Although the funds wasn’t open yet, I was able to look at the attached program guide on what was considered eligible for the 2024 / 2025 ProAdvisor Marketing Development Fund.
Oct 7th - Submission of Final
Whether it is a CRA My Business account, a GCKey login to a ROE account, a PST/RST account to just simply a QuickBooks Online account with correct user permissions, we can help. Inviting the right people to participate with your team can increase productivity and transparency quickly. Digital integration saves businesses time and money. More importantly, it drives confidence with a positive mindset. We can help integrate systems you rely on outside of QuickBooks Online to work within QuickBooks Online.
Oct 10, 2024 - Complete
With the help of my existing clients by already hitting the top ELITE STATUS with being a Certified ProAdvisor, I was given a heads up email on June 21st that I could be eligible to participate as the brand Books in Balance Inc. Although the funds wasn’t open yet, I was able to look at the attached program guide on what was considered eligible for the 2024 / 2025 ProAdvisor Marketing Development Fund.