1. Copyright 2011 – Intuit Inc. Intuit QuickBooks Certified User Trevor Matheson

2. Copyright 2011 – Intuit Inc. What is QuickBooks? QuickBooks Certification Global Strategy Questions/Comments

3. Copyright 2011 – Intuit Inc. WHAT IS QUICKBOOKS?

4. Copyright 2011 – Intuit Inc.

5. Scott Cook Founder of Intuit Be dramatically willing to focus on the customer at all costs, even at the cost of obsoleting your own stuff. So I think instead of focusing on the competition, focus on the customer.

6. Copyright 2011 – Intuit Inc.

7. Intuit Quicken started in 1983 Revolutionize people’s financial lives so drastically that they can’t imagine doing it the old way Quicken was “remarkable” Follow me home Annual research

8. Copyright 2011 – Intuit Inc. Financial… making & saving money, grow & profit “Better Money Outcomes” Productivity… turning drudgery into time for what matters most Compliance… without even having to think about it Confidence… from the wisdom & experience of others To be a premier innovative growth company that improves our customers’ financial lives so profoundly… they can’t imagine going back to the old way …and those who serve them We serve these end customers ConsumersSmall Businesses Accountants Financial Institutions Health Care Players Intuit Mission: why we exist as a company…

9. Copyright 2011 – Intuit Inc. Help small businesses be 20% more profitable… Customers revenues ~20% of U.S. GDP, pay 1 in 12 American workers Help people get the maximum tax refund… $33B in tax refunds, 1 out of every 3 tax returns e-filed Help families put up to $1,000 back in their pockets… $550M in consumer savings identified to date Help accountants be 20% more productive today… Serve half of all accounting firms Improving Lives 50M Improve FI profit per customer by 20%… IB customers equal to the 5 th largest U.S. bank ~

10. Copyright 2011 – Intuit Inc. QuickBooks QuickBooks - 1992 Dominate U.S. Market Gave business owners what they wanted New versions iterate on customer feedback Real World Training serves as consultants on new features Make QuickBooks “remarkable” Picture of QuickBoo ks goes here

11. Copyright 2011 – Intuit Inc. QUICKBOOKS CERTIFICATION

12. Copyright 2011 – Intuit Inc. WHAT IS QUICKBOOKS USER CERTIFICATION? Validates working knowledge of QuickBooks Candidate can enter daily transactions for a small business Understands the basics of reading a financial statement Knows when to get help from an accountant

13. Copyright 2011 – Intuit Inc. The Opportunity

14. Copyright 2011 – Intuit Inc. WHY ACCOUNTING KNOWLEDGE IS ESSENTIAL There’s always a job for candidates with accounting knowledge 85% of Businesses in U.S. use QB Accounting knowledge is helpful in any position at a company (e.g. marketing people who understand accounting) Small business owner-Which will be most students (half of student in college today, will start a business)

15. Copyright 2011 – Intuit Inc. Growing Contingent Workforce

16. Copyright 2011 – Intuit Inc. Work Shifts from Full-time to Free Agent Employment Over the next decade: – Contingent workers will exceed 40% of total US workforce by 2020. Higher % in Europe. – Self-employment, personal and micro business numbers will increase. – Traditional full-time, full- benefit jobs will be harder to find. Chart source: 2009 calculated from US BLS and US Census statistics. 2020 forecast data from Emergent Research. 2020  40% U.S. Workforce Contingent Workers

17. Copyright 2011 – Intuit Inc. 2 TYPES OF QUICKBOOKS CERTIFICATIONS

18. Copyright 2011 – Intuit Inc. QuickBooks ProAdvisor Certification – For accounting professionals – Requires accounting knowledge and advanced QuickBooks knowledge – Includes software, training, marketing support and much more! – Excellent if you want to support multiple clients using QuickBooks – Global program growing (Canada, UK, Singapore) – Testing and training provided by Intuit – Program started around 2000

19. Copyright 2011 – Intuit Inc. QuickBooks Certified User – For day-to-day users – Does not require prior knowledge of accounting or QuickBooks – First step to becoming a ProAdvisor – Not global….yet – Testing provided by Certiport partners – Training provided by marketplace (including Real World Training)

20. Copyright 2011 – Intuit Inc. GLOBAL STRATEGY

21. Copyright 2011 – Intuit Inc. QuickBooks International QuickBooks US version available for download: Brazil China India Mexico Philippines UAE

22. Copyright 2011 – Intuit Inc. QuickBooks International QuickBooks country specific: Australia Canada* Singapore South Africa U.K.* * Certification being considered

23. Copyright 2011 – Intuit Inc. QUESTIONS/COMMENTS

24. Copyright 2011 – Intuit Inc. How do you measure “Remarkeble”?

25. Copyright 2011 – Intuit Inc. MEASURING WORD OF MOUTH- NET PROMOTER SCORE

26. Copyright 2011 – Intuit Inc. Net Promoter Score is best measure of E2E customer experience WHY?

27. Copyright 2011 – Intuit Inc. Net Promoter Score – The Scale

28. Copyright 2011 – Intuit Inc. Net Promoter Score - Calculation

29. Copyright 2011 – Intuit Inc. Net Promoter Score - Calculation

30. Copyright 2011 – Intuit Inc. Net Promoter Correlated to Revenue

31. Copyright 2011 – Intuit Inc. 3 Step Process to Improve

32. Copyright 2011 – Intuit Inc. QUESTIONS/COMMENTS