Cherish the Moments

I wish I could say I didn’t need that reminder, but I think once in a while, we all probably do. I’ve always been a self-proclaimed workaholic – and there’s nothing wrong with that as long as I keep my priorities in order. As TSheets ran their #MinutestoMoments campaign this holiday season, I’ve found myself stopping a little more here & there & really focusing on why I work as hard as I do, and ensuring I put the same amount of passion & effort into the non-work areas of my life too.

I feel like I blinked and 2016 is gone – heck, the last time I even blogged was in August, and I’m pretty sure I said the same thing about a year of being married passing by so fast. For the most part, I feel like I’m pretty good at living in the moment & not constantly wishing for days to go by, but this year especially, I got glimpses of exactly why that is so important…

I remember last New Year’s Eve driving up to see my little nephew & spending what turned out to be the last day of his only-child life with him while my sister-in-law got some last minute baby-prep done at home. Little did we know, that January 1 would never be the same for our family…now New Year’s Day fireworks will always be “Happy Birthday Oliver” fireworks for us.

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As a married couple, we’re two for two. A few weeks after celebrating our first anniversary, we unplugged (mostly) and escaped for some R&R in Hawaii. I can say that spending 5 days with my best friend in one of our favorite places on earth brought several memorable moments to add to our collection.

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As work continued to be as busy as ever, it was also one of the most rewarding years of my career. Our typical slow season while accountants are busy with taxes turned into the busiest season to date for our Business Development team. That rolled into a crazy summer, followed by a hectic fall, which culminated with a trip to New York courtesy of Intuit celebrating our successes with Brad & company. It was such an amazing chance to reflect on the blood, sweat & tears (literally) that the past 3 years have brought. As we circled the statue of Liberty that October evening, all that work became worth it in that moment.

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Sometimes you don’t realize how important moments are until after they happen…In November, I was asked to speak at a conference over a weekend, and it meant I would have 36 hours to kill somewhere between Chicago & Atlanta. I decided to head to Detroit to visit my Grandma & took the chance to go see my other grandparents while I was in town. Little did I know it would be the last time I got to see my Grandma Jan, as she passed away just weeks after my visit. The sense of peace I had in knowing that I took the time to go share some laughs & hugs with her will be something I’m grateful for as long as I live.

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I couldn’t do what I do day-in & day-out if it wasn’t for my amazing support system of (work) friends. As Gail Perry pointed out, the only down-side of the holiday break is that we have to go so long without seeing each other. From early morning on-the-road workouts with Kelly (#FriendsThatLift), unexpected dinners in Vegas with Donny & Chelsey, Philz runs with Seth, countless adventures with so many others, and above all this year watching our entire accounting community rally around Matt Rissell. There are too many moments to list, but I’m thankful they’re all etched in my mind.

This holiday season was one where I chose to go offline for the most part. I could blame it all on spending 24+ hours in the kitchen over Christmas week making family dinners two weeks in a row, but honestly it was also intentional. It was so great to put the phone away, not even open Facebook, and spend some time with my boys. We don’t get nearly enough quality time with our son, but over Christmas we made epic breakfast sandwiches, his favorite snickerdoodle brownies, there were new Nikes all around, and we even got in a family workout. I was on cloud 9, and I couldn’t have asked for a better weekend.

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As I look back on this year, it’s easy to see why the reminder is needed. Life tends to fly by all around me and at times the only thing I can do is keep going for fear that if I stop I’ll never get caught back up again. So as we welcome in 2017, my goal is to remember to really cherish each moment, whether it’s work or play. I’ll always be a workaholic, but I will also be a wifeaholic, step-momaholic, auntaholic, and friendaholic. I have a feeling I’ll be putting my new workout gear to good use this coming year, because things aren’t slowing down one bit!

Wishing you & yours a very Happy New Year & all the best in 2017!

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.

Standing on the Shoulders of Giants

As tradeshow season winds down each year, and we all have a chance to catch our breath, another exciting season kicks in – Accounting Award Season. Sure to the outside world, it might mean slightly less than winning an Emmy or Golden Globe, but for those of us inside this community, we all look forward to seeing who made the lists, and, more importantly, what they had to say about what’s going on in the profession today.

2015 has been an amazing year thus far – I’m still pinching myself – at times praying – I don’t wake up from the most amazing dream ever. In June, I was honored by CRN Magazine as a Woman of the Channel. In August, I got my new last name (the one I hinted at in What a Difference a Year Makes). And in September, I was blown away to see that new name listed on Accounting Today’s Top 100 Most Influential People list, as well as CPA Practice Advisor’s 40 Under 40 honorees.

Proud, excited, humbled, honored – absolutely; All of the above. But I can’t just look at all of these accolades without highlighting one very key factor. In fact, I think it’s safe to say that it’s the most critical piece of every one of these honors. When being considered for any of these lists, there’s always a questionnaire to complete…each one had a common question:

Who has influenced you & what impact have they had on your career?

It’s always my favorite question – because it’s the one chance I get to share just a tidbit of the wisdom that so many influencers have bestowed upon me. I’ve always lived with the philosophy that you should be proud of how high you climb, but you must remember those who have boosted you up – without them you would never have reached that next level. So when Accounting Today’s Top 100 list came out, it was this excerpt on Mentoring the Influential that I was the most excited to see.

Fortunate doesn’t begin to describe how I feel about those in my life and career who have chosen to invest in me – I love having the opportunity to publicly thank people like Geni Whitehouse, who quickly learned to read me like a book, and filled me with a lot of her wisdom & even a little dose of her confidence.

IMG_1732Friends like Gail Perry, who’s love of adventures on the road has led to great moments of bonding, and whose fierce loyalty has proved a coveted gift.

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Or amazing Powerhouse women like Caroline Cummings and Intuit’s CMO, Caroline Donahue both of whom became inspirational female leaders and role models to me this past year after meeting them.

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I love rewinding 10+ years and remembering the manager who hired the new college grad intern from upstairs – then hired me again to run his channel – Lee, I hope your “Kiddo” has made you proud, thank you for believing in me.

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And at a very special time in my life, it’s been satisfying to finally be able to express how much my husband, Brian, AKA “Mr. Publicist”, has done to change my career – and then my life. Without him, I may have never met so many others who have made a huge impact on me.BK

I wholeheartedly believe in paying it forward, so while today I’m thankful for these mentors of mine, my dream is that one day, I’ll make the cut as someone who made a difference in somebody’s career…maybe then, I’ll consider my work done…maybe.

“If I have seen further than others, it is by standing upon the shoulders of giants.” -Isaac Newton