Category Archives: Sales

Austin Powers

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As if the past year didn’t have enough excitement, my 2023 has started off with quite a bang! I havn’t even hit my one-year mark here at Avalara, and I was just starting to feel settled in on my amazing A-Team. So of course, I’ve been given an opportunity that I just can’t turn down.

Amid a recent restructure, a mission presented itself to lead Avalara’s Accounting Strategic Alliance Managers team. Overnight I’ve inherited seven rockstar teammates. With less than a week in this new role, I headed to Seattle where I was privileged to watch MY team absolutely clean house at our recent Sales & Marketing Kickoff. Together, with our cross-functional colleagues that make up the Avalara for Accountants team, we’re on a quest to provide the best partner experience to each of our firms, and uncover new ways to drive success together for Avalara, our partners, and mutual clients.

Honored doesn’t even come close to the feeling I have that Jeff Roth (and the Avalara leadership team) has entrusted me with this group. I don’t know that I’ll ever truly be able to express my appreciation to Jeff Sobers, who is literally guiding me step by step into a role he has previously turned to gold, and is now handing to me on a silver platter. I’m ecstatic to help unite the various players on the Avalara Accountants team, and am indebted to Sona Akmakjian, once again, for believing in me to partner together and build out this branch of her program.

I’m beyond excited to reconnect with all the firms and partners I’ve worked with over the last 15 years, and get to leverage all the relationships I’ve built (if we haven’t been in touch lately, please reach out and let’s re-connect!). More than anything, I’m so proud to be joining this group and help them reach further and climb higher than they’ve ever been before. We have big goals to reach in 2023, and I have full confidence we’re going to exceed them!

I know a picture is worth a thousand words. So here they are – take a good look at my new dream team: Ben, Brigitte, Brett, Jamee, Jeremy, Jesse, and Mike. Thank you all for the warm welcome! I promise we will work hard, play hard, and sleep later! It will be a true privilege to help lead our Accountants team to the best years ahead!

Powers by name…Powers by reputation

Orange is the New Blue

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Have you ever made a decision, then watched as everything around you seemed to fall perfectly into place ─ and step by step you saw, felt, and just knew in your heart it was the right choice? Well, let me tell you a story about the last few weeks…

It’s certainly not the first time I didn’t see the curve ball coming my way. I had just been promoted, and was happily humming along my merry way. One Friday afternoon, at the end of a very long week, my wiser half reminded me that there’s a big (Orange) world out there. In an attempt to prove his point, Mr. @AustinNexus asked me to make a phone call. After the last 12 years together, if I’ve learned anything at all, it’s to always do exactly what Mr. @AustinNexus says to do.

That 15-minute phone call turned into another, and another (thank you, Sona Akmakjian)…and before I knew it, I was falling in love with the thought of taking a leap, of joining a hungry team, of building something that years from now we’ll look back on with incredible pride, and most of all, of wearing Orange and officially becoming an Avalarian!

Today I begin a new chapter, as I accept the role as Director of Global Strategic Accounting Partnerships at Avalara. As the kids would say, I’ve got all the feels. I’m anxious to dig in and get to work building out our strategy. I’m excited to partner with new teammates and have the opportunity to learn and grow. I’m so looking forward to getting back on the road, finally, and being able to make eye contact and sit in the same room again with accounting partners. I’m quite frankly petrified that I’ve forgotten how to walk in stilettos (people, it’s been 25 months since my last business trip!).

Amid all these mixed emotions that I’ve navigated the past several weeks, three reminders have sustained me and become the perfect tag lines for this season:

Everything happens for a reason

I’m fully confident that although change can be uneasy, stressful, and even uncomfortable, God put me right here, right now for a very specific purpose.

Timing is everything

I’ve known Avalara longer than I’ve known Mr. Austin, and even talked about joining the “A Team” several times before (always indebted to Marshal Kushniruk), though it just wasn’t the right moment of harmonic convergence…until now!

The best is yet to come

If we don’t get uncomfortable, we don’t grow. I can’t wait to see all the ways I’ll be stretched for the better in the new role. I’m looking forward to this next season where I get to become the best version of me!

Remember Every New Beginning is Some Beginning’s End

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On October 28, 2013, I tweeted a tweet I never expected to tweet. It was a photo of my new Intuit badge, sent from an amazingly outfitted campus in beautiful San Diego, where I sat for my first day of new hire training. And, eight and a half years later, I’m sharing something I never expected to share, as I turn in that same badge today. Funny enough, the caption remains the same:

Remember every new beginning is some beginning’s end…

For those who haven’t known me that long, the story of my joining Intuit is one that I’ve often compared to “How to Lose a Guy in 10 Days”. I really wasn’t that interested, but with each conversation I had with tenured Intuit employees, I became more excited about the company, more enamored with the culture, and more impressed with so many of my future colleagues.

In some ways much is still the same, yet in others, everything has changed. When I got to Intuit I had just turned 30, and was racing to make all the accounting profession “lists” (much in part thanks to my then boyfriend, who I often referred to as my publicist). I had a few years of experience with large firms, and was anxious to continue building my personal brand with the incredible accounting professionals that had so graciously adopted me into their community. Today, as I prepare to say goodnight and sign-off one last time, I do so as Mrs. Austin (marry the guy who always makes you look better than you are). I succeeded in landing on the list of all lists (THREE times!),and before I’ve hit 40, I can talk about the decade of my career that I’ve devoted to serving top firms, and helping them reach their goals. I guess you can say that I grew up at Intuit.

I’ve been fortunate to work with some incredible people over the past eight years – some still here, and others have moved on as well. I found myself posing with Intuit CEO Brad Smith at the top of the rock in New York City, celebrating the top achievers at Sales Club (and would have had more of those adventures if not for Covid). I traveled all over the US – from Hawaii to Florida, and just about everywhere in between – sharing how QuickBooks Online can change firms’ practices, and accountants’ lives. I snapped selfies with Intuit Founder Scott Cook in a packed cafeteria one April 15th while we both participated in the TuboTax LifeLine “all hands on deck” week. I spoke at national conferences, and I was able to give back by investing in the future of the profession while working with firms’ internship programs and guest-speaking to high school and college students. I had an amazing mentor, and I was privileged to be able to mentor a handful of my teammates too. To all of you who have been part of my Intuit story – thank you from the bottom of my heart, and know that I’ll forever have your imprints on me. I truly hope that I’ve made an impact on you as well!

Anyone who had the honor of serving at Intuit under Brad Smith knows the power of “Bradisms”. As I tried to find the right things to say today, it’s no surprise that I went straight to Brad’s words – to a personal note he left me here on this blog, shortly after he stepped down as CEO, which ended with one of his familiar mantras, and some of the best advice I could echo:

“Work Hard – Be Kind – Take Pride!!!“

To be continued…

Thanks to @IntuitBrad…

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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

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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

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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.

Earning Customer Loyalty

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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.

Play Your Position

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Growing up playing soccer, I learned many lessons about being a good team player: don’t hog the ball; cover for your teammate when they need it; when you get a break-away…don’t look back! As the resident center forward, I spent most Saturday afternoons gloating about how many goals I scored – of course, very aware that it took an entire team to get me the ball, cover for me, and ensure that while I was sprinting down the field with the ball, nobody was going to sneak up on me at the last minute and make me miss the shot. There’s no way I would have had the successful 10-year run in the sport had it not been for my teammates.

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And every once in a while, when the lineup was laid out, I would see my name somewhere other than front & center, but on defense instead. I admit, I loved being the star & getting the high-fives for making the victories happen, but it was also very necessary to fill in when I was needed in the back field – or to give others a chance to be in the spotlight. So I would take the field and give it 110% every time, and be sure that I helped our team win every way I could.

Little did I know that 20+ years later, I’d be using those childhood soccer lessons in my professional life. For the past 9 years, my various roles have centered mainly around attending accounting conferences and trade shows – I made my name in the accounting world as “ScanSnapKim” by doing so, and have met so many amazing people on the road at shows. While the show circuit can be exhausting at times, there’s such a great community in which you become a part, and I look forward to seeing them at each event.

When I started at Intuit back in 2013 as part of a new Business Development team & program, we saturated the events world as a way to get our message out to our accountant partners. The past 2 years have been absolutely brutal, but amazing at the same time. I’ve often compared it to building a skyscraper – you have to first dig down deep, to ensure that you’ve got a solid foundation that will support the exponential growth yet to come. Of course, very few people see how much effort goes into building everything below ground – it’s always the building that gets the attention.

With that, we’ve had an incredible past year, as QBO has hit and passed the one million company mark here in the U.S. – and our team is a huge part of that growth. I’ve loved being part of this success – scoring victories along with my accounting firms as they transform their businesses into being firms of the future with QBO and cloud technology – and getting recognized internally and in the accounting profession for doing so.

All the success has come with lots of changes too – new leadership, new initiatives, new responsibilities. As we round out our fiscal year, I’ve been asked to play a new position, which will keep me out of the conference circuit for most of the remainder of the year. For the first time in years, I’m missing some of the “can’t miss” events that I look forward to each year. But I won’t be putting my suitcase away. In fact, I’ll be traveling more than ever as I visit accounting firms and work strategically with them to transition their practice…those meetings, which are vital to our success at Intuit, don’t however have event hashtags.

So as I sat in an all-day training session in Dubuque, IA this week, and now rush around the Mid-West from meeting to meeting, I’ll be thinking of everyone at Expensicon. Last week I could only sympathize with my fellow ITA members as they braved the Houston floods at ITA’s Spring Collaborative. And when I see all the photos from my work friends in the Bahamas next month at Scaling New Heights, I’ll likely be driving from firm to firm in Southern California. I’ll be missing all the laughs & photo opps, but I know I’m where I need to be to help Intuit reach our next goal.

My absolute best season of soccer ended unusually for me – I didn’t make the all-star roster, which was tough for me to swallow…but at our end of the year party, my coach presented me with the game ball – the ball with which we won every game of the season but two, the ball that took us to a sudden-death shoot-out in the championship game, the ball that she told everyone I had put the most marks on throughout the course of the season.

My hope is that as I play my position at Intuit this year, I’ll be fortunate enough to put a few marks on our game ball, and when I see everyone next year, I’ll have some great stories to tell about what we’re doing to help or firms reach for the cloud.

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Sprinting to the Finish

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I suppose it’s fitting that I spent the final day of the busiest Xpitax/ XCM quarter of the year the same place that I started it – and the same place I spent all but two of the past 17 weeks – on airplanes. What I wasn’t counting on was a first (even for me) ever barefoot 100 meter dash through John Wayne airport. I’m pretty sure I could have kept pace with Michael Johnson in his fancy golden shoes. It’s safe to say that I plan to avoid 6:45am flights this next quarter. It’s also safe to say that I have thoroughly cleaned and sanitized both my feet as well as the inside of my heels.

When you’re as much of a plane warrior as I am, you have to adapt to the road and learn how to make constant chaos your new “normal”. One thing I’ve learned the past three months is that no amount of pre-planning can make up for the accident on the freeway en-route to the airport, or the fact that there are only three (3) taxis in Yakima, Washington (and they don’t like working after midnight), or the rental car worker who decided not to wait up for the delayed flight…sometimes you’ve just got to roll with it (I promise, that is much easier said than done).

When I started at Fujitsu over three years ago, I got some great advice from a colleague who put his arm around me and told me “Kiddo, pace yourself – if you don’t, you’ll burn out”. Boy did I think of that conversation over & over the past three months! Little did I know back then just how much I would rely on those words of wisdom in my next career chapter. It’s amazing how true this is not only in business, but in life in general. For people pleasers like me, learning to pace ourselves, not take on too much, and most importantly, not spread ourselves too thin so that we can’t do anything well, is vital not only to our success, but to our survival.

I’m so proud to be a part of the XCM & Xpitax team as we continue to set new records for both organizations. I’m even more proud to know I’m playing a part in hitting those marks, and pushing us to the next level. While I’d love to stand up and do the “XCM Quarter Three is Over” victory dance & celebrate the milestones that we’ve achieved – I don’t even know that I have the energy to do so…I’m feeling a bit more like Kerri Strug in Atlanta – raising my hands in victory, and limping off to recover.

So as January comes to a close, and we turn the page into February, it’s with great pleasure that I now hand off the baton to my clients – get ready, folks, it’s your turn to run the tax season race now! I’ll be here cheering you on, dropping by hugs and coffee and other necessities. We know you can do it…just remember to pace yourself!

Everyone Should Have a Kelda

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In my role at XCM and Xpitax, I have the pleasure of traveling all over the Western U.S. visiting accounting firms. It’s always fun to see all the different shapes and sized in which firms come. One firm I visited had adorned their office with their extensive antique abacus collection. Another recent visit led me to the 24th floor of a Honolulu high-rise with a breathtaking view of the coast of O’ahu. On one of my last journeys to Northern California, I found myself dashing from one meeting in bustling downtown San Jose to an appointment in the quiet and quant little town of San Rafael (where they told us a story of the time they had a cow wander into their parking lot). I love seeing all these different personalities that show through the various organizations – all tied together by the fact that each of them serves as their clients’ CPA.

One morning, during one of my multi-city road trips, I got an email from a woman at a firm…her name was Kelda. Kelda’s email began with a brief introduction of herself and her firm, and explained that she had recently spoken with one of my colleagues who had referred her my way. Her concise but detailed email efficiently communicated that her partners were interested in meeting with me, and that she was aware I was in their area that week. In closing, she suggested a few days & times that week, and promised a follow up via telephone as well. Shortly thereafter, I got a voicemail from Kelda.

With my crazy schedule that day, we traded a few voicemails and emails before actually connecting live. When we finally did speak, I was pretty blown away by both her professionalism and her organization. She explained that the two Partners were going to be on a tight schedule, so she would be ordering in lunch during our meeting. She also gave me detailed instructions on where I would find parking, and how long she anticipated it would take to travel from my current location to their office.

When I arrived at their office (and found a spot right out front as she promised), I was greeted at the top of their stairs by Kelda, who was holding not only her business card, but the cards of the two Partners with whom I was meeting. She then had me escorted into their conference room, where I was again further impressed. Lunch was not only delivered, but everyone’s assigned places were set – with silverware rolled up into a tidy napkin as if we were dining in a little sidewalk café.

Upon the end of our scheduled time, we heard a quiet knock on the door – it was Kelda, there to remind the Managing Partner that his next appointment was approaching and he’d need to wrap up. As he walked out of the room, I stood up to say goodbye and added “I’ll make you a deal – I’ll take Kelda and you can have XCM”. Both Partners smiled and even chuckled a bit as they replied “Over our dead bodies”.
In reality, there weren’t any real mind-boggling acts performed that day. I mean, even I can order lunch and walk someone to a conference room. And yet I left that small firm in Palo Alto, California thinking to myself, “Wow, if they went to all that trouble for a software vendor – imagine what type of impression that makes on their clients”. I’ve told the story of Kelda to several people since then, which proves my point even more. Sometimes it’s the littlest details that make the biggest impression on people.