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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#WishBig

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!

Play Your Position

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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#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.

My Friend Tom

It’s hard to believe we’re already gearing up for the next ITA Fall Collaborative. The ITA meetings are some of the smallest events I attend each year, but in a way, that’s why they’re special. I’ve been active in ITA since 2011, when I blew into Buckhead with my neon pink high heels and had CIOs and COOs at top firms talking about the new “shoe girl” at the meetings.

What started as some hallway banter between two Accounting Technology Association professionals was the start of some of the dearest friendships I’ve made throughout my career.

With various roles at several different organizations in the accounting space going back to 2007, I’ve known many of the ITA members even longer than I’ve been a “shoe girl”…they’ve literally watched me grow up, and many have been amazing mentors to me over the eight years I’ve known them.

Early on in my ITA tenure, I was fortunate to get involved in volunteer work for the organization. I’ve done a bit of this and that, helped out onsite, provided nurturing to fellow Affinity Partners, chaired committeea dedicated to Affinity Partners and young leaders coming up in the organization – and most near and dear to my heart, I’ve spearheaded (with help from several others) a movement of young ITA attendees, dubbed GenNOW. This group wants to help shape the future of the organization that we’ll one day be running. As a group, we’re largely unstructured, and primarily focus on building a community around younger professionals providing a safe place for them to gather and share knowledge…after all, the ITA creed is Knowledge increases in value when shared.

One of the best things to come out of the GenNOW movement is the realization that there’s no age requirement or limit to thinking next gen. Several years ago during one of the Fall Collaborative meetings, I met Tom Falloon of Cargas Systems, a VAR/ solution provider from Lancaster, PA, who was attending his first ITA meeting. Tom certainly knew other ITA members when he arrived in Salt Lake City that year, but when the cotton snowball fight broke out during the Winter Wonderland Gala, and most of the GenNOW-ers were behind it, Tom was caught double fisting white “snow”. We all sort of adopted Tom that week, and declared that he was “one of us”…little did he know – it would stick!

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Ever since that meeting, we’ve always made it a point to find each other on opening night and reconnect throughout the event. One of my favorite traditions is finding a new person whom we haven’t yet told the hilarious story from our now infamous game of “Heads Up” (sorry, inside baseball), that had to have permanently solidified the bond between Tom and me.

Tom continues to help the GenNOW group push for new thinking at ITA, and his support has become not just valued, but literally coveted. Many times as young professionals it’s easy to feel like you’re at the kids’ table, and not being taken seriously. Tom provides just the right dose of reality-check-meets-cheerleader to ensure that we keep our feet on the ground, but reach for our goals. Most of all, Tom has taught me that your birthday means absolutely nothing. You don’t have to be under a certain age to understand why it’s important to have young input in an organization. Young thinking is a valuable trait whatever your age may be.

So thanks, Tom – Oh, and thanks for the photo…not bad for your first selfie!

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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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