Friday, February 5, 2016

Big Changes to Better the Industry!

In 2010, started my business to help small business owners be more successful. The mission of Measure Initiative, Inc (formerly Peterson Business Services) is to help people get back to doing what they love instead of stressing over the administrative and accounting operations of their businesses. We utilize technology and streamlined processes to provide that service.

Over the last few years, I have had amazing opportunities to work with Intuit developing and delivering training material to help people get on board and up to speed with technological advances in the accounting industry. It has been a TON of fun and an amazing learning experience for me. Connecting with accounting professionals from all of the country (and in some cases from other countries) has been enlightening and empowering, and has left me with the burning desire to do even more.

At Measure Initiative, we have the capacity to help a certain number of clients with special projects and ongoing services throughout the year. Working with Intuit I have been able to offload training and resources to other firms and professionals so that they could be empowered to provide the same services to their clients. One of the hardest things about peer training is that you are there one day and gone the next, and I want so badly to help everyone realize their potential and bring their goals to fruition. But how?

There is a role at Intuit called Business Development Manager. These folks have a range of duties depending on their assignment and territory, and last week I accepted an offer to join that team. Yep, you read correctly, Kaydee Peterson just accepted a J-O-B at Intuit. I start 2/16, and couldn't be more excited about it! The most fulfilling thing about this path is that I get to continue pursuing the same passion, helping small businesses, but through a different route. Instead of being limited to helping who we can here in the office, I will be able to empower larger firms to make big moves to the cloud and give them resources to empower their clients along the way! I am SUPER STOKED. Accepting this position brings a whole new level of scalability to my dream.

When this option was brought to my attention a few months ago, I had many things to consider about what this life change would mean for myself, my kids and my business. I decided that as far as career goals, this role would enable me to have an even broader stroke applying my passion for the success of small business by allowing me follow through and see our training come to fruition in large firms. I am absolutely thrilled that I get to apply what I love in this new role!

On a personal level, I am looking forward to having less stress associated with special projects that I take on in my firm. My business will not be closing, however we will be going back to our roots and only take in regular bookkeeping clients on cloud systems (until potentially one day the team gets SO GOOD that they can do special projects without me...). I am looking forward to achieving more life balance with my three beautiful children and less time burning both ends of my business to give them the life they deserve in a single parent home. 

The very best most awesomesauce thing about this, is that I still get to work with all of YOU, and you all are some of my very favorite people in the entire world. I am thankful everyday for the relationships that I have with my 'work friends' and I am endlessly excited for the scenery unfolding on this journey.

My family and I are very excited about this new endeavor and I can't wait to jump in and learn the ropes!

Thursday, October 22, 2015

Project based businesses - Apps for QuickBooks Online

Do you want to know more about apps for project-based businesses? Check out this article on featuring these five awesome apps that work with QuickBooks Online:


Best Use Cases: Web Design, Marketing, Consulting

Best Use Cases: Bookkeeper, Accountant, Tax Preparer, Outsourced CFO

Best Use Cases: Architects, Engineers, Attorneys

Best Use Cases: Construction Projects and Contractors

Best Use Cases: Field Service Management

Tuesday, October 13, 2015

QuickBooks Connect and the NEW QuickBooks Online Certification Exam!

QuickBooks Connect 2015 is coming up next month in San Jose, and with that comes the opportunity for diverse training in the accounting community. This is the only QuickBooks centric event that combines the accounting and ProAdvisor community with both 3rd party app developers AND small business owners! Aside from the educational opportunity, the networking possibilities are endless. Complete with courses to suit all 3 tracks (accountant, developer, and small business owner), QuickBooks Connect adds on a top-notch slate of keynote speakers and a sweet after-party!

Over the next few weeks I’ll share the things that I am most excited about, but I want to start with the new QuickBooks Online certification training that I will be presenting on Monday, November 2nd, at QuickBooks Connect.

New Training Modules
The QuickBooks Online training & exam has been updated and overhauled this year. With the changes to the ProAdvisor program and the increase in ProAdvisors who only support online clients, Intuit recognized the need to beef up and streamline the training. The current training was geared toward the ProAdvisor community that existed when the certification was debuted, which consisted of ProAdvisors who were traditionally desktop users making the move to the cloud. Our new material approaches QuickBooks Online from the perspective of a new ProAdvisor while still incorporating relevant desktop concepts like product comparisons and conversions.

A New Exam
The module topics and content have changed, therefore the exam changed along with it! Like the 2015 exam, the new exam is still 5 sections, though the topics and order of the content have changed. There are now 15 questions in each section, leaving the exam with 20 fewer questions in total. You still must receive an 80% in each section to pass, which means you can miss 3 questions in each section. By popular request, there are now FIVE possible answers on this new multiple choice exam, making it shorter, but more rigorous for the testers. Many of the questions have been beefed up to test ProAdvisors knowledge of what to do in a certain scenario’s in addition to the navigational type questions.

What about your existing certification?
The current QuickBooks Online certification training and exam will be sunset on October 25th to my knowledge (a disclaimer just in case something changes J). The QuickBooks Online certification is good for 365 days and must be renewed to maintain an active status. This means that if you’re QuickBooks Online certified and your certification is due to expire before QuickBooks Connect, you should probably just re-take the existing exam.

Why should I take the certification training at QuickBooks Connect?
Because I’m teaching it, duh! But seriously, what better place could you think of to take training besides QuickBooks Connect where you will be surrounded by over a thousand of your peers and more Intuit staff than any other event? Live training events are the BEST way to learn, no matter your learning style. The ability to ask questions of those around you, your instructors and Intuit employees all in one place is an experience unmatched my any other event.  

Plus, I just might do a hula hoop trick for you...

Do you think you already know all there is to know about QuickBooks Online? 
Check out the QuickBooks Online Advanced certification courses being taught by Laura Redmond!

More info from Intuit about the New QBO Cert HERE

Some fun pictures from QuickBooks Connect 2014:

See you there!