Thanks to @IntuitBrad…

This post comes a bit belatedly. Technically, Brad Smith’s last day as Intuit’s CEO was December 31, 2018. But this past week we had a chance as an Intuit family to come together & celebrate Brad’s impact on each of us that wear Intuit blue. He may not be sitting atop a Silicon Valley org chart anymore, but his inspiration, influence, and imprints will remain in and on each of us forever.

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So, before it’s too late for me to have an excuse to do so, I wanted to say a quick “Thank You” for some of the lessons I’ve learned from our amazing leader these past 5 years…

Thanks to Intuit Brad, for teaching us to have empathy. There’s no question in my mind as to why Brad’s 2nd number in his SOI is a 5. He literally radiates empathy for everyone around him: his employees, his partners, his customers. This is quite possibly the attribute of his that I admire most, as I firmly believe if we don’t have empathy for those we serve, then our relationships can never truly flourish.

Thanks to Intuit Brad, for leading us by example each day. Since my earliest exposure to Brad, I was always impressed by his approach to serve with his team. I’ve seen him roll up his sleeves, get his hands dirty, and walk through the mud with all of us in order to bring us out the other side stronger, together. When you hear “We Care & Give Back”, Brad doesn’t just mean that from an air-conditioned office in Mountain View, but from his hands & knees in a public park in lower Manhattan where he shoveled dirt, pulled weeds, and raked leaves with all of us.

Thanks to Intuit Brad, for reminding us to never forget where you come from. The photo that so many of us have seen of Brad on his mom’s front porch is about as authentically Brad as it gets. No matter who you become in life, you’re still just someone’s son or daughter & we need to always remember our way home.

Thanks to Intuit Brad, for prioritizing physical fitness. I’m someone who works hard each day to maintain a healthy lifestyle, while also showing up as the best possible employee I can. It’s been such a huge inspiration to have a leader to look to who also makes time to take care of his physical health, and has cultivated a culture where I don’t have to feel bad for taking a lunchtime break at the gym. I know it’ll make me a better asset to Intuit in the long run.

Thanks to Intuit Brad, for refusing to get cocky. Years ago, during a Global BDM team summit, we had a Q&A with Brad. I remember asking his advice on how we could always stay hungry in the US even though we were the front-runner in our region (unlike several of our fellow country teams). His response to me was so humbling & I’ll never forget it. He said that we’re not #1. There are more businesses in the US using something else, or nothing at all, than there are using QBO. So, he said, never forget that we’re still chasing #1.

Thanks to Intuit Brad, for showing us to never treat your spouse like you’re married. I know I’m not the only one who adores the way Brad looks at his “girlfriend”, Alys. She’s absolutely his rock, and he never passes up a chance to say it. It’s such an important lesson that he’s shared with all of us to never stop pursuing your significant other.

Thanks to Intuit Brad, for instilling in us that life is a team sport. There’s no question that Brad was our quarterback, but Intuit was his team. He didn’t just sit on the sidelines calling plays, he was on the field, with us, leading us, each step of the way. But through it all, it was all about the team.

Thanks to Intuit Brad, for leaving us wanting more. I admit I’ve shed more than a few tears since the first email announcing his passing the torch (however, we’re so thrilled to be in amazing hands with Sasan!), but it’s Brad’s gentle reminder over & over these past few months that have brought me so much comfort: “Being Intuit’s CEO has been the job of a lifetime…but it’s not the job for a lifetime”.

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Brad – you’ve been the most amazing leader, and I count it such a privilege that I’ve been on your team. I can only hope that the wisdom I’ve picked up from you over the years will somehow continue to rub off on everyone around me. Thank you, thank you!

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Surviving #QBConnect

It’s hard to believe that this will be QuickBooks Connect #5! I’m excited to say that I’ve attended each & every one of them, and they have all been filled with moments of inspiration, entertainment, celebration, and memories that will last for many more years to come! As I pack my bags & head to The Bay (yes, I know the way to San Jose) this year, I thought I’d share just a few of my #ProTips on making the most of your time…

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Caffeinate/ Hydrate!

The week will be grueling! You’ll start early, end late, and be on the go nonstop. I make at least one, usually two trips to Philz Coffee each day, just to survive. You’ll also see me chugging water as fast and often as I can (for those who don’t like buying $5 waters at the hotels, there’s a Safeway within easy walking distance of the convention center).

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Bring your Dancing Shoes (and a lot of them)!

You’ll be on your feet ALL. DAY. LONG. I highly recommend bringing a few pairs of shoes to change into on different days, because if you’re like me, your boots were NOT made for walking!

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Be Yourself

Unless you can be a unicorn…then be a unicorn (and drink plenty of #UnicornLibations). QuickBooks Connect is such a great opportunity to meet with partners, small businesses, developers, and colleagues from around the globe. I’ve heard story after story over the years about new strategic relationships starting at QBC and blossoming into great partnerships. Don’t let this chance slip by. Make the most of it & make as many new connections as you can by being authentically you.

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Don’t get Star Struck

We’ve seen Oprah, Martha Stewart, Michael Phelps, and some amazingly inspirational celebrities & entrepreneurs at QB Connect over the years. I think the best lesson I’ve learned is not to go into the event assuming you know what the message will be – if you keep an open mind, you might find that it will be blown when you least expect it.

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And remember, at the end of the day, we’re all the A-List here at QB Connect – they’ve rolled out the QuickBooks green carpet for us all!

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Make time for Friends

Perhaps my very favorite thing about QB Connect is the guest list. It’s the biggest event I attend each year, and sometimes it’s the only chance to give real-life hugs to some of my favorite customers, partners, and friends. Don’t be so busy rushing from session to session that you forget to take a few minutes to enjoy being together. This community is amazing, and each of us play a part in making it better each day.

Get Your BeautyFunction Sleep

For me, I have to make choices. I can stay out late & pretend that I’m the life of the Avalara & TSheets Party, or I can get to bed, get up early for my cardio session, and actually be semi-functional each day. If you can manage both, more power to you, but for the rest of us, my advice: Take a few photos, then tweet them the next morning & nobody will know what time you snuck off to bed!

Soak it All In

I know I’m biased, but Intuit throws a greatparty! We’re here to work hard, learn hard, but play hard too. Keep that in mind as you go about your business this week. As my great-grandmother used to say, “The happiest people on earth are those who make play out of work”.

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One of my favorite memories of QB Connect was getting to lead a Power Panel session last year with an all-star line up. I had to pinch myself just a bit to make sure I was actually working & not dreaming!

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Learn from Smart People

People ask why QB Connect is always in San Jose. Well, with Intuit HQ just up the way in Mountain View, it allows us to send some amazing resources to the event to listen, learn, and interact with some of our most valued customers & partners. If I can help you get connected to anyone on your list – please let me know! My job this week is to make sure you get the absolute most out of your time with us!

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Be Scrappy

A note to my fellow Intuit Teammates: We’re the hosts here, so take the opportunity to roll up your sleeves & jump into the mix (especially if that means getting out of your comfort zone!). This week will be a success if we deliver awesome to our thousands of guests, and that may mean going the extra mile to do so. Let’s be sure we do whatever it takes to show QBC 2018 that Intuit cares (whether that means retrieving partners’ luggage, or settling for the way back seat in the jam-packed SUV – hey, just be sure you’re in good company back there!).

Don’t expect to be productive on Friday…

I suggest keeping your obligations (outside of nap taking) to a minimum when you get back from San Jose. Mark my words: You. Will. Be. Dead. Tired. Prescription for Post #QBConnect recovery: LOTS of R&R!

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Leave Them Wanting More

Finally, I couldn’t put this together without the reminder that this is Brad’s last QB Connect as Intuit’s beloved CEO. I have been privileged to serve at Intuit under this amazing leader for the past 5 years, and I consider that one of my top professional honors. As our fearless leader welcomes us all to his house this last time for QBC 2018, let’s all follow suit with his sentiment and remember to give it our all, and ensure that each & every person who walks through those convention center doors can’t wait to come back next year for more!

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Fueled By Passion…Fulfilled by Performance

It’s Friday night, about 8pm Mountaint time, & I’m sitting in the Denver Airport United Club waiting on what’s turned into about a 3 hour flight delay. I should (hopefully) be home by midnight, but it’s unlikely any sooner…

In the last 18 days for work, I’ve been in 16 cities, driven well over 20 hours (across 5 states & 3 tropical islands) in 7 different cars, slept in 8 different hotels (and 1 airplane), been on 8 flights (and I still have 1 more to get home), spanned 4 time zones…and met with 17 firms & hosted 6 QuickBooks Online training events attended by over 100 accountants.

Oh, and did I mention I was home for a whopping 67 hours last week between trips?

Needless to say, my life has been an absolute whirlwind the past few weeks. I’ve had to make decisions like “do I care more about getting in a training session or cardio or sleep” (knowing I may only be getting 3-4 hours of sleep regardless). I’ve been on hold at 1am more than once with the United Premier desk trying desperately to figure out how to make it to my destination or home before midnight and without driving hours as my glass slipper gradually becomes a pumpkin. I’ve far exceeded the recommended dosage of protein bars & tuna packets (in my car racing from one meeting to another). I’ve fallen asleep more than once with my face in my laptop somewhere between 1am & 3am local time. My earliest (but not only pre-dawn) call was at 4:30am local time. And, I’ve managed to pack in more first-time meetings with new partners than I typically do in a month (or more).

Am I exhausted? Drained? Sleep deprived? In major need of a few days at home (and manicure)? Heck yeah – but am I energized and inspired by all of the amazing conversations and “light-bulb moments” that I’ve experienced in the past 3 weeks? HECK YEAH! These past few weeks have been an amazing reminder to me of why I do what I do – and why I push myself so hard.

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There’s a sign at my gym that reads, in part: “I’m obsessed, a word the lazy use to describe the dedicated”. I read it constantly when I’m training, and use it to motivate myself to push harder, lift heavier, go faster…but recently I’ve been thinking of that even outside of the gym. It’s really become part of my core, part of my why.

After making the 90 minute drive from a firm in Northern Utah this afternoon, my last meeting of the trip, I arrived at the airport to this message from them in my email:

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I had so many similar conversations with partners I’ve been meeting with that it’s impossible to even think of slowing down. Those conversations and their excitement has propelled me into my next non-stop day & I’m so excited to keep turning on the gas over the next few months.

I’m extremely fortunate to have a husband & family that enable me to put my career and my partners so high on my priority list. I honestly couldn’t do what I do on the road without my life-line back home. We’ve made a commitment to each other to support both of our careers, and have adopted a “work-life integration” motto (thanks for the term, Ed Kless). I never feel that I’m taking away from my home life by putting so much of myself into work – instead, I’ve got a built-in motivator cheering me on (and me him) each step of the way.

Throughout these daunting marathon days, as I’d drive from meeting to meeting, to hotel, to airport, I got to share the great news of another awesome visit. Each time I was reminded (as usual) that it’s moments like those that motivate me to keep going, and affirm why every flight, every mile, every early morning, and every tuna packet are just adding fuel to my fire.

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This week, as is typical, was a blur – but sometimes those whirlwind weeks are pretty sweet, too. It’s always a great feeling when you can celebrate victories in both your personal and professional life at the same time…and that’s just what this week was for me.

Last Sunday started off with a rushed “turn & burn” trip to the OC, and a chance to spend a day walking down memory lane for Miss Kim. I’ve mentioned Mackenzi before on the blog, the oldest of the “Four M’s” that I used to nanny while in college (and beyond). With life passing by faster than ever, I don’t get to see the now nearly-grown kids as often as I’d like – but there are some moments that you just have to make happen. No. Matter. What.

Sunday was one of those days, as I sat in the audience with her three brothers and a handful of family members and watched my little smarty pants graduate high school (of course, at the top of her class).

I wish I could take more credit for that moment, but still, memories of kindergarten homework flooded back to me. I know that, if nothing else, there are little “Miss Kim” imprints on my Mackie from years ago that will be with her as she heads off to UCLA this fall. I fully believe she’ll achieve everything and anything her heart wishes, and I’m so excited to see what she accomplishes next.

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While I was cheering her on here in SoCal, I had to play proud partner from across the country as one of my great friends and managed account partners, Mark Stricker of Wipfli, headed to Orlando to celebrate being named to Insightful Accountant’s Top 100 ProAdvisors for 2017.

I’ve worked with Mark since arriving at Intuit and there’s no partnership I’ve fought harder for over the years. I’ve watched him go from QB Desktop Expert at a regional firm, who had no interest in moving online, to becoming the internal champion leading the charge and paving the way to shift a national accounting firm’s small business division over to QuickBooks Online.

There has been blood, sweat, tears (more than you may think), and if you ask Mark, lots of rain whenever I’m in Chicago. We’ve come so far and I’m so proud to have had a part in watching him soar. The day he called me to tell me he made the list, I couldn’t have been prouder of anyone for anything. As we virtually high-fived each other on the phone that day, I remember asking him “did you ever think anything like this would have happened when we first met 4 years ago?”…he agreed, it was pretty much beyond his wildest dreams.

Mark earned that recognition and I’m so thankful that I got to share that moment with him. I’ll look forward to watching him continue to succeed as he leads Wipfli forward and helps them become a #QBFirmoftheFuture.

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As I wrap up this week and prepare to leave Sunday for what is bound to be another action-packed week of traveling, It’s pretty sweet to take a few moments and recognize the victories in life – personal & professional (and let’s face it, the professional ones become personal too). They help remind me why I do what I do every day – because at the end of the day, week, month, the sky’s the limit when you set your mind to it…so make it count, and #WishBig!

Earning Customer Loyalty

This time last year, my amazing fiancé (now husband) surprised me for my birthday with a 6-month coaching package from an online fitness coach I’d been obsessed with following for several months through various Social channels. For once, a fitness persona who uses hashtags like “#TeamPants” & “#MyMomFollowsMe”, and is 100% focused on bettering herself and anyone who will follow. It’s not an overstatement to say that Sarah Bowmar has changed my life.

Upon first look at the program (meal plan + cardio + weight training routines), I was completely overwhelmed & remember telling Brian “there’s no way I can actually do this while traveling like I do”. But for anyone who has spent any time with me on the road this past year, it’s clear that where there’s a will, there’s a way – and I’ve made it happen. Even if that means living out of a cooler in a hotel room, or eating MRE-style tuna pouches while driving across Southern Illinois.

But I promise, this isn’t a blog about fitness – in fact, one of the things I respect so much about Sarah has nothing to do with fitness at all – it has to do with her ability to earn customer loyalty – and that’s something we all can agree is a highly sought after skill…

From the moment I discovered Sarah, I was hooked – skimming through all her Instagram posts, Tweets, YouTube videos, and diligently saving her newsletter workouts to cobble together some of the most challenging workouts I’ve ever done – all with material she provides to followers for free. I remember for a split second thinking “why do I need her coaching package, I have everything she does already?”, but I underestimated her – and myself.

I know for many accountants, they’re doing things on their own as well – I’ll often meet a firm who has a great start to their online practice, and I’m so impressed that they’ve done it with little to no resources from Intuit, but it’s clear they’re struggling (and often frustrated). It’s so fun being the one who gets to break the good news to them by sharing everything we can provide to them as part of our managed account team. Ultimately, It’s an opportunity for us to really earn the loyalty of our partners, who have put their trust in us, by putting their clients on our platform.

As I’ve watched Sarah & her husband, Josh, build their businesses over this past year, I’ve seen myself go from “freemium” user, to client, to supplement user, to elite member of their bowmarfitness membership website. I’ve seen her soar to over 1 million Instagram followers (giving back regularly to loyal followers by doing weekly – sometimes daily – giveaways). And I’ve caught myself feeling such a sense of gratitude for what she’s done for me…and through that, an amazing sense of loyalty. There are millions of places I could go online to find more workouts, but I choose to come back to the Bowmars, because they invested in me, and earned my loyalty.

There’s such a sense of accomplishment when I know that partners who previously recommended other solutions have now shifted to QuickBooks Online. Accounting software is just a tool, and they all have debits & credits, but what can set a tool apart from another is the people behind that brand. I only hope that I can be a similar inspiration to the accountants I work with every day. I hope that my managed firms feel valued, appreciated, and even inspired by me as they make huge strides and move closer to the daunting task of taking their practice online. I imagine when many of them first hear my  pep talk, they feel a bit overwhelmed too, but I’ve seen some of my firms make amazing progress this past year, and I can’t wait to see what the next year brings.

Throughout the year, I’ve sent progress check-ins to Sarah, and she’s been an amazing encouragement, as well as providing me guidance on things to do differently. Anything worth doing in life is challenging, but having a cheerleader rooting you on sure helps. She constantly makes me feel like she feels proud of the difference she’s made in my life.

In the same way, I absolutely love getting the call or email from my partners telling me “got another QBO for you”, and I love that we’ll often do a virtual happy dance together when a big one comes across. It’s such a great privilege to represent a company like Intuit, and help earn customer loyalty for QBO. I love feeling like I’ve helped make a difference in my partners’ careers…and lives.

#FriendsThatLift

This past week was a whirlwind trip to #QBConnect…an amazing time with so many awesome people. I knew before I left that I would blog about the trip, but it wasn’t until Wednesday night that I realized it wouldn’t be a real QBC 2015 blog without it including Kelly Bistriceanu (Kelly B to some of us). So we got together & jotted down our thoughts on how we got through the last crazy week. Without further adieu, here you have, a View From OUR Shoes…

We’ve both been on the road nonstop for weeks, and constantly doing “the best we can” to stick to our programs – eat right, sleep enough, workout as much as possible. But anyone who travels like we do knows how difficult this can be during conferences.

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We’ve traveled together enough to know that it’s entirely possible to implement the buddy system for the greater good. Instead of slacking off together, sleeping in & sneaking back to our room with dessert, we’ve often held each other accountable and gotten up before the sun to get in our morning workouts, and have made many impromptu Trader Joe’s/ Whole Foods pit stops to ensure we’re sticking to our healthy eating plan. Heck, even when we’re not together we still manage to spur each other on.

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It’s always possible, it just requires a little planning & a lot of commitment. Our #QBConnect plan of attack actually started weeks ago, as we emailed & texted each other, strategizing about shelf-stable portable meal ideas to take with us in the car for our 10+ hour journey to San Jose. We even spent our weekend in Palm Springs in the gym getting pumped up for the big show…

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We were prepared to succeed and we stuck together to make it happen. #QBConnectOrBust didn’t have to bust our program.

Looking back on the past year, working out & eating right are just two examples of the Kelly & Kim strategy to building a solid partnership. It is our work worlds that have brought us together, after all, and we’ve taken full advantage of that whenever possible. From mutual introductions to industry contacts, to co-presenting at national accounting firms, to driving across the country to meet with more firms, to Friday night email conversations, to weekend strategy calls in airports while traveling to our next event, the partnership we’ve built has evolved from professional colleagues to “work friends”, and ultimately friends – no strings attached.

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As hectic as life on the road can be, having someone who’s there to lift you up (or wake you up), bring you coffee (or pre-workout), give you a hug (or share a backseat of an SUV for almost 11 hours), and cheer you on to the finish line (or crawl over it right next to you), can be the most amazing gift. In a world where so many people try to keep personal-life/ work-life in two distinct boxes, for us there’s really no separation of the two. Now that we’ve helped each other survive & thrive when it’s needed most, we’ll always be #FriendsThatLift.

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About Kelly…

Kelly Bistriceanu is the Accountant Program Director at TSheets Time Tracking.  An avid competitive runner, fitness competitor and group exercise instructor, Kelly thrives personally and professionally by ensuring her passion for fitness integrates seamlessly into her road warrior life style. When not traveling the globe, helping accounting professionals become successful TSheets PROs, Kelly and her husband Daniel call beautiful Boise, Idaho home base.  Follow Kelly’s #TSheetsWorldTour adventures on twitter and Instagram @KellyTSheets.

6 Ways We’ll Know if #QBConnectOrBust is a Success

That’s right – we’re doing it again! Why fly when you can spend the entire day driving to QuickBooks Connect! As you can imagine, a lot can happen when you put 6 people in a Ford Expedition for 445.5 miles, but here are 6 ways that we’ll know the trip was worth our effort!

  1. If we get there & Wally World is open
  1. If we avoid the need to intentionally drive the car off a cliff while holding hands and humming aloud Hans Zimmer’s “Thunderbird”
  1. If we don’t have to leave Richard’s luggage on the roadside to make room for our dead uncle in the trunk area
  1. If nobody strips down to their tighty-whities and succumbs to the invisible fire after crashing into a ravine alongside Interstate 5 near the Grapevine
  1. If we don’t find out in Bakersfield that there’s a bomb in the car that will go off if Brian lets the car go below 50mph
  1. If we arrive in San Jose safely in our rental car and not a Las Vegas PD squad car with a tiger in the back seat

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Be sure to follow all of us for #QBConnectOrBust updates! We’ll be tweeting from the road as we make our way to #QBConnect on Sunday, November 1.

Kim Austin | The Hostess with the Mostest | @Kimtuitive

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Brian Austin | The Transporter | @AustinNexus

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Kelly Bistriceanu | The Party Starter | @KellyTSheets

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Gail Perry | The Documentarian | @GaPerry

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Jan Haugo | The Troublemaker | @JazFun

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Richard Roppa-Roberts | Curmudgeon | @NeverCallMeRich

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Growing Tomorrow’s Small Business Ecosystem

Millennials, schmillennials! For all the bad reputations today’s teenagers and young adults get (and some for good reason), last month my friend & colleague, Valerie Heckman and I had the privilege (and yes, it was definitely a privilege) of spending a day with 13 youngsters who will be running tomorrow’s SMB universe.

A few months ago, one of my national firms, Kellogg & Andelson in Woodland Hills, CA, shared with me that each year they host a Summer Internship program where they bring in a handful of high school students from the local Granada Hills Charter High School. Lorene Dixon, the VP over Bookkeeping at the firm, who is extremely active with the school, started this program as a way to give local high school students the opportunity to spend a week inside the firm to get their feet wet, and most importantly, to come out with a sellable skill. Her dream is to one day get a resume from one of these students after they graduate from college, and come back for a job at the firm.

Traditionally, she’s used part of the week to train the students on QuickBooks. As she’s moved her own clients over to QuickBooks Online this past year, she knew that in order to provide this year’s interns with the best possible skill set, the focus needed to be on the cloud. She asked if Valerie and I would be willing to come in and present QBO – and that’s just what we did.

With Intuit putting such a high value on serving our communities through our We Care and Give Back initiatives, I was thrilled and honored to be a part of this program. As is so typical when you find yourself in any sort of service role, I know we got so much more out of this experience than we gave. As Valerie said, “I absolutely loved the opportunity to show QuickBooks Online to this eager group of teenagers. Their reactions, their questions, and the stars in their eyes reaffirmed what I already know: QBO is designed for the firm of the future. You really can’t get more ‘firm of the future’ than a group of 16 and 17 year olds that are already interning at one! It’s exciting to think about how much we’ve grown as a culture in recent history so much so that the expectations they have as they enter the workforce are far different than what mine were and I’m only a little over a decade older than them. I find it thrilling that we at Intuit can and will continue to grow QBO to fit the needs of all generations of accountants and small businesses. Can’t wait to see where we’re headed”.

I have no doubt that our “baby sharks” (as Valerie dubbed them) will grow into future small business owners, accountants, app developers, and, maybe even an Intuit BDM and Product Specialist. These kids, or young adults I should say, were not your typical high schoolers. I didn’t see or hear a single cell phone, didn’t get one hint of adolescent attitude (not even when we got on our soapbox about what they should and should NOT post on Instagram, Facebook, and SnapChat). We almost forgot we were talking to teenagers until we asked them who had a bank account and not a single hand went up.

Their eagerness was motivating even to us. When we wrapped up the day, we had several students ask us how they could become QBO certified and where they could sign up to be a ProAdvisor. I encouraged them to start building their network that very day, and told them LinkedIn should be an app on their iPhones. That afternoon as we drove out of the parking lot, Val and I lit up when we both received a LinkedIn request from one of the students…she had gone straight home and built a pretty darn impressive profile. Her job experience? Intern at Kellogg & Andelson.

For as fast as we all run, as many planes we get on and typically feel like we’re never going to catch up…it was such an amazing experience to spend a few hours with this group – thank you, guys, for reminding us how important and rewarding it is to invest in our future. Don’t forget to come find me when you’re running the world some day! Go get ‘em!

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What a Difference a Year Makes

The end of October marked one year since I started at Intuit. I remember walking into the room at #Solutions13 only 6 days on the job, and breathing a big sigh of relief…I felt like I had just come home.

As much as I felt at home, I realized how much had changed in the 15 months since I’d left the VSB Apps world to focus on internal accounting firm solutions. I mean, who the heck is TSheets and why is everyone wearing their shirts?

The sense of home is a bit ironic – for those who know me, I’m rarely home. Between extensive travel for work, and commuting between OC & Palm Springs – in 2014 “home” sort of became my suitcase and me, wherever that happens to be that night.

As I fast forward to today and look back on what 2014 brought professionally, I’m amazed to see in 14 short months not only that that I finally settled in, but grew the most amazing roots I’ve ever had professionally.

I’ve never been so proud to represent a company than I am working for Intuit. I’m surrounded by amazing, inspiring leaders who give me confidence that we’re well on our way to the next phase of Great. I’m every bit as grateful for teammates like Emily, Valerie, Woody, and the one & only Leary, who show me that they personally care about the success of our partners and customers too.

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I now know what TSheets is, and absolutely adore them…and I’m the proud owner of not just one – but two of the world’s softest TSheets TShirts. Kelly, Jen, Matt, Kelsie, and Victoria – you are all so amazing and make me thrilled to call you partners. Just so I don’t get accused of playing favorites (except it’s my blog, so I can), Jules, Chris & Team Tallie, Maddy & my pals at Avalara, and one of my newest friends, Caroline from Palo Alto Software (LivePlan) – are just a few more of this year’s highs – I can’t wait to continue bringing the QBO Ecosystem message to accounting firms everywhere.

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Spending nearly 90% of the year away from home this year was made immensely easier because of amazing work friends…who’ve now become friend-friends. Stacy, Richard, Mark, Jan, Gail, Shayna, Cathy, & Chelsey – I am so thankful that “work” includes you.

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On a personal note, it was a year of change too – Auntie Kim welcomed a new niece and nephew, and I said goodbye to my first grandparent…both have given me a new sense of urgency to capture every moment – even if it’s a 30 minute visit en-route to the airport, a 4-hour layover in Houston, or that late night phone call to tease Grandpa about his Tigers…you never know when you won’t have that chance again.

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Something tells me that more change is on the horizon this year – so I’ll anxiously await exciting new adventures, and embrace different challenges, and hey, maybe even take on a new last name…

Happy New Year – wishing you all the best in 2015!

Win Together

Last week I had the amazing opportunity to take part in the first-ever Intuit Global Business Development Manager Summit in Mountain View. As I geared up for four days with my US and international counterparts, I admit, about all I could picture was long days and late nights – but what I wasn’t expecting was all the laughs, and the valuable lessons learned in those four days.

The beauty of this event being at Intuit HQ is that we were honored to receive visits from Intuit executives from our Founder, Scott Cook, to the head of Small Business Group, Dan Wernikoff, to our CEO, Brad Smith. Not to mention the weeklong commitments made by Jim McGinniss, Mark Dean, and Caroline Donahue, as well as Country Managers from our global regions.

Throughout the week, we discussed social selling and building personal brands, compared notes from the Canada, Australia, UK, and India teams, heard directly from a panel of accountants, and strategized on how to tackle the challenges that no doubt will face us this year. There was so much knowledge, perspective, inspiration, and energy flowing through the room all week. There’s no question that my favorite part was meeting and spending time with colleagues I didn’t even know I had…here are just a few of my favorite moments that I thought I’d share.

I admit I was a little star struck by Intuit’s Founder, Scott Cook. The inspirational story of Scott’s early Intuit years filled with uncertainties and struggles only make me prouder to be a part of the company he’s built – and I hope I continue to make him proud to say “To me, YOU are Intuit.”

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The UK BDM team, led by Nick Williams, wasted no time showing their true colors – by opening up their turn on stage with a karaoke-style parody of “I Get Knocked Down” entitled “We Win Together”. Video footage may or may not exist (sorry, Bounce Bounce).

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My new pals from down under lived up to the Aussie reputation. Meet Birthday-selfie-Geoff Craig, who managed to steal photos with every Intuit exec he could find on Thursday (what coincidentally was his special day).

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For comic relief – we had Nick Skiadopoulos from Australia…who had us in stitches from day one and by the time we left I had laughed so hard it hurt. Bonus points to him for hopping into the Twitterverse in style with this hilarious first tweet.

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Oh Canada! What a great group of BDMs including Angela, who showed up to the BDM Summit on her first day at Intuit, and our gracious photographer, Steve Beech. I had a blast chatting about social networks & online presence with these guys while we froze our tails off touring San Francisco.

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As if the week hadn’t been great enough already, we closed it down on the heels of his record-breaking earnings announcement, with a visit from our CEO, Brad Smith – who’s parting advice was to “Be the best you you can be”.

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I’m so thankful to be at a place in my career with a company who invests so greatly in us as employees. It’s no easy task bringing 60+ people from around the globe together – and coordinating another 25+ to present and ensure that we came away better BDM’s than we were when we got to Silicon Valley. I hadn’t had the pleasure of meeting the famous “CD” before this past week, but flew home with a new sense of respect for the leading woman at Intuit. Once again, thank you, Caroline for spending the week with us.

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As you can see – it was quite an action packed week. I came home sleep deprived, under-caffeinated, and with a giant to-do list. But am I a better employee, and person, after last week? To quote Mark Dean – “Hell YEAH!”

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