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.

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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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!

16 Things I Learned on #QBConnectOrBust

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I’m in the car on my way to #Solutions14. Of course, there are no @Intuitaccts challenges, only two of us in the car, and it’s just about 4 hours to Vegas instead of 443 miles to San Jose…but before I close the book on #QBConnect as the last big conference, I had to recap what I learned during this journey.

  1. Hotel room keys typically work best when trying to enter the correct room (right, Jan?)
  2. There is exactly a right amount of cream that Kelly should put in her coffee – and Brian can tell her when “that’s enough”
  3. When Richard warns you that you’ll likely want to throw him out of the car during the drive – keep in mind, he might be so right it happens before you leave the parking lot
  4. 3 people can spend 4 hours putting together a 12+ hour playlist, and the most notable song of the trip may still have been sung to the tune of “Wheels on the Bus” accompanied by a kazoo
  5. After 4 hours, not even one of those 3 people will think to test the audio connection in the vehicle to ensure it is actually equipped to play from an MP3 player
  6. When you need tech support – you’re extra thankful you invited a millennial along for the ride, Madeline to the rescue!
  7. When half of the passengers in a car were born in 1983 or later, the question “Do You Know the Way to San Jose” will invoke Siri and Google maps for reference material (now we all know to ask Gail)
  8. Kazoos are not as easy to play as you may think
  9. It’s completely possible to convert 3 QuickBooks Desktop files to QuickBooks Online from the backseat of a car filled with 6 #QBConnect Attendees (in fact, a few of them might even help out a little) somewhere between Valencia and Fresno
  10. Writing “Honk if you love QuickBooks Online” on the back of a Ford Expedition gives the driver an excuse to cut off traffic whenever necessary to elicit additional honks/ “likes”
  11. It’s entirely possible to stretch a 6 hour 41 minute drive to 10 hours by stopping at 3 Starbucks, 2 McDonalds, 1 In-N-Out Burger, and a gas station (plus the emergency AV cord recon)
  12. Posing with David Leary’s head on a stick can double your social impressions
  13. The aftermath of 6 business professionals in an SUV for 10 hours resembles a typical college dorm room on a Sunday morning – one word: HazMat
  14. A great way to redeem yourself after almost being thrown out of the car 5 minutes into the trip is reminding Brian to check the gas gage at 4 miles till empty (can you say Thelma & Louise?)
  15. The best way to assure you’ll leave #QBConnect more exhausted than any other conference is to arrive there already wiped out from a day in the car
  16. If you ever want to get to know, love, and appreciate 6 of your “favorite industry colleagues”…call them up and invite them to take a ride to San Jose. You’ll remember it for a long long time – Do I have any takers for #QBConnectOrBust 2015?

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