And all of that came out of kind of reflecting on what I'd gone through, but I hadn't paused to do that until somebody said, Whoa, wait, can you tell me more about that? And then I started thinking about it more and yeah, it was, it was a is a great exercise. JC: 04:06 And so even with the training, it just, it just, it helped me realize how important it is to create opportunities for people to learn at the right time when they're ready to learn.
#Intuit bookkeeping how to#
You know, it's funny, I hadn't really thought about it that much and then as I was telling kind of some of the stories about, you know, what it was like to try to get alone and I say try to, cause I didn't, I wasn't successful or just like the different challenges we had or how lonely it was or even, you know, I came out of a commerce program and I still didn't really know how to write a business plan. That's a, I mean it's an interesting trajectory and the fact that you have that, that experience at a young age, running a small business I'm sure helps you in your business today helping small businesses right across Canada. So I'll start off with smell a small business owner and now I, I'm privileged to be in a role where I can help hundreds of thousands of small businesses be more successful, which is pretty cool.
And the life has changed a lot since then. JC: 03:11 And so that was now over seven years ago. And then my boss went over to apple and pulled me over and I ran commercial as well as, um, kind of enterprise channels training Friday different roles, but still within that I had small businesses, which is one of the segments that, uh, I had had the most passion for, uh, given my starting and then into it came a calling after three years and said, hey, help take us global, uh, help make products in Canada for Canadians by Canadians and help us innovate and had much of the same value system from what I could tell that the original Hewlett and Packard had back when they were around. I spent 15 years at Hewlett Packard in a variety of different roles, but a ended up being a general manager of the consumer division at the end.
We went to the corporate world thinking I would always go back, but I haven't haven't quite found myself back there yet. Well, I started off as a failed small business owner back in university. Before we get into talking about what Intuit's been up to, tell us about your career journey leading up to this point. MP: 01:58 It's excellent to have you here and I'm excited to have you share a little bit of your journey. It serves by leading a team of over 400 employees dedicated to simplifying the business of life. He is responsible for helping the company become recognized as the nation's undisputed financial solutions leader in every market. Our guest is the president and CEO of Intuit Canada. I'm your host, Michael Palmer, and today's show is going to be an epic one. Michael Palmer: 01:29 Welcome back to The Successful Bookkeeper podcast. To learn more about Jeff, here's his LinkedIn page.įor information about Intuit Canada, visit this link. The importance of learning financial management skills earlyĭifferent ways to bridge the gap between small businesses and professionals How to have a transformational impact on your customers This conversation was recorded before Jeff accepted a President and CEO position with an industry-leading employee engagement solution provider called Achievers.ĭuring this interview, you'll discover. However, our guest, Jeff Cates, the former President and CEO of Intuit Canada, believes in the power of bookkeepers becoming consultants for their clients to keep themselves valuable in this changing world.
What are your bookkeeping business fears?įor many, they're afraid artificial intelligence will replace them.
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