QuickBooks ProAdvisor Marketing Program What it’s all about Sitting on a stellar marketing idea? Need some help accelerating growth? We’re here to help. The QuickBooks ProAdvisor Marketing Fund is here to help kickstart your firm’s growth. Bookkeepers and accountants who use QuickBooks Online Accountant are welcome to apply. In this program, we’ll fund 50% of your marketing spend up to $3,000 (including GST/HST). We’ll also connect you with an Intuit marketing expert to help out with your marketing plan. 2 2 Eligibility This program is offered as a benefit of the ProAdvisor Program to all firms in the Gold, Platinum and Elite tiers. How the program works 1. Submit an application and your 90-day marketing plan. 2. We’ll review it and notify you if you are accepted within 5 business days. 3. Meet with our coaches to finalize your marketing plan. (See page 7 of this guide for a helpful template and articles on how to build a marketing plan if you need guidance.) 4. Once your plan has been reviewed, you’ll have 90 days to complete your marketing activities. We will review your marketing activities and creative together before they launch to ensure they adhere to the program guidelines for reimbursement. 5. Submit an invoice, your receipts and copies of your marketing activities by June 30, 2021 to receive your reimbursement. Upon receipt and review of your submission, reimbursement will be sent by cheque within 45 days of submission. 3 What kind of marketing can you do? We understand that your firm could be in the early stages of its marketing journey, that’s why there’s a wide variety of marketing activities to help you grow your reach to potential new clients. All marketing activities must adhere to the QuickBooks ProAdvisor branding guidelines and QuickBooks ProAdvisor terms and conditions. Activity Activity funds are available for Initiative must include We won’t help fund Website • Design and build of new website or • A page on your website dedicated to QuickBooks • Website platform costs landing pages Online including QuickBooks Online benefits with a e.g. domain name • Improvements to current website clear call-to-action to contact your firm Radio • On air ads • Minimum 15 seconds in duration • Ads that mention other accounting • QuickBooks Online messaging in ad copy software options either desktop or • Clear call-to-action to contact the firm online • Ads going to websites that do not meet the website guidelines above TV • All advertising across approved • Minimum 15 seconds in duration • Ads that mention other accounting content channels • QuickBooks Online messaging in ad copy software options either desktop or • Clear call-top-action to contact the firm online • Ads going to websites that do not meet the website guidelines above Digital newsletters • Community newsletters • QuickBooks Online messaging in ad copy • Online subscription costs and magazines • Digital industry publications • Call-to-action driving to website that meets the e.g. for small business owners website guidelines above 4 Targeted online advertising Activity We can help fun Activity must include We won’t help fund Online display & • LinkedIn or Facebook/Instagram • QuickBooks Online messaging in ad copy • Ads that mention other accounting social ads advertising • Display QuickBooks Online and firm services software options either desktop or • Digital online display platform benefits online advertising • Call-to-action driving to website that aligns to the • Ads going to websites that do not • Ad creation website guidelines (see website section) meet the website guidelines (see website section) Emails, digital • Content writing and marketing • QuickBooks Online messaging in ad copy • Online platform subscription costs brochure, case study, material development costs • Call-to-action driving to website that aligns to the or whitepaper website guidelines (see website section) development Events Activity We can help fun Activity must include We won’t help fund Online virtual events • Time to deliver event • Minimum 10 attendees • Event platform subscription costs • Event invitations • Minimum 20 minute duration with 25% of content • Event presentation content and outlining QuickBooks Online and it’s benefits design • Call-to-action driving to website that aligns to the website guidelines (see website section) 5 Print signage Activity We can help fun Activity must include We won’t help fund Office signage • Window decals • QuickBooks Online benefits • Ads that mention other accounting • Office signage software options either desktop or online • Ads going to websites that do not meet the website guidelines (see website section) Billboards • Outdoor billboards • QuickBooks Online messaging in ad copy • Ads that mention other accounting • Call-to-action driving to website that aligns to the software options either desktop or website guidelines (see website section) online • Ads going to websites that do not meet the website guidelines (see website section) Car wraps • Car wrap / decal • QuickBooks Online messaging in ad copy • Ads that mention other accounting • Call-to-action driving to website that aligns to the software options either desktop or website guidelines (see website section) online • Ads going to websites that do not meet the website guidelines (see website section) 6 90-Day marketing plan Your marketing plan sets the strategic foundation for your work, explaining the background, strategy, approach, and results. It’ll guide our conversations in the upcoming weeks. You can use the template below or send us your own version. Background Help us understand a bit about your firm and why you’re planning on executing the marketing activities outlined in your marketing plan. Approach Outline which marketing activities you’re planning on executing from the eligible marketing activities covered in this guide, how the work will be completed, and associated costs. You can also include information on targeting, messaging, call-to-action. Goals What are you looking to achieve from the marketing plan? How many new customers are you expecting to acquire? Set some targets to help drive action and results! Here are some helpful articles and resources if you need help getting started: • How to create a marketing plan • Marketing Plans for Small Businesses • Visit the QuickBooks Online Accountant Benefits Page for more marketing tools and tips 7 Questions? Reach out to Vinita Persaud. 8 Legal details 1. Program applications will be accepted from from March 22, 2021 to May 15, 2021. Intuit will review and notify you if you are accepted within 5 business days. 2. Firms must be at the Gold level or higher and Certified in the ProAdvisor Program as of February 1, 2021. 3. Intuit will fund 50% of your marketing spend up to $3,000 (including any non-recoverable GST/HST). Marketing activities must be completed within 90 days of approval. 4. Availability is limited to the first 20 approved firms. 5. Intuit will meet with program participants to review marketing activities before launch to ensure they adhere to program guidelines for reimbursement. 6. Intuit has the right to refuse funding if the activities do not comply with the program guide, terms and conditions and branding guidelines. 7. Activities must comply with local laws and guidelines and not infringe on any copyrights. 8. Invoices, receipts and examples of your completed marketing activities must be submitted for payment by June 30, 2021. Your invoice to Intuit should be issued to Intuit Canada ULC which has the following GST number: 139217491 RT0001 and is located in Ontario. Unless otherwise expressly stated in this document, any consideration, amount payable, prices, fees, payment terms, award amount and/or any other amounts mentioned in this document Agreement (or its Exhibits) are exclusive of GST/HST. Intuit is not obliged under this Agreement to pay the amount of any GST/HST until you provide a valid, compliant invoice for the taxable supply. If applicable, the GST/HST must be specified on all invoices as a separate item. All items that are zero-rated, exempt or to which the GST/HST does not apply, must be identified as such on all invoices if required by applicable laws and/or regulations. For the avoidance of doubt, Intuit shall have no obligation to pay any taxes based on the capital or net income incurred by you. Where Intuit has agreed to reimburse you for any costs or expenses, Intuit shall also reimburse you for any GST/HST incurred by you in respect of the relevant costs or expenses to the extent that you are not entitled to credit or repayment from the relevant tax authority in respect of the GST/HST. “GST/HST” means the goods and services tax or the harmonized sales tax administered pursuant to the Excise Tax Act (Canada) R.S.C. 1985. C. E-15, as amended and the regulations thereunder and/or under any successor or parallel federal or provincial legislation that imposes a tax on the recipient of goods and services, including but not limited to provincial and/or state sales taxes, the Quebec sales tax, use taxes and/or any other similar taxes, duties, levies and/or charges of any nature that may be imposed or required to be collected by any federal, provincial territorial or local governmental entity or regulatory authority in connection with the services or goods contemplated hereunder. 9. Intuit will send payment by cheque within 45 days of receipt and review of the invoices, receipts and copy of your completed marketing activities. 10. Activities must promote QuickBooks Online. 11. Program can be terminated at any time at Intuit’s sole discretion. 12. Program available in Canada only. 13. Program terms and conditions are subject to change at any time without notice. 9.