
Developing StacyKAcademy.com
I recently wrote a series of articles about redesigning my practice and developing StacyKAcademy.com, and I thought it might be nice to consolidate them all here in one place for your reading enjoyment:
Redesigning My Practice Part 1: One of the hardest things to do as a business owner – heck, as a person, is to recognize exactly what you suck at doing. And that’s just what I had to do these last few months…
Redesigning My Practice Part 2: Sometimes you just have to jump in the pool, and just hope there’s water in it…
Redesigning My Practice Part 3: It took starting a business for me to learn patience, and 11 years later, it took reworking that business to learn: patience… .
Redesigning My Practice Part 4: I wish my dad was here to see all of this….
We’re launching soon, and space is limited!
This happened.
I love my life right now.
(Excuse the heavy breathing, I was hiking.)

Playing Lego® and all that it represents
A few weeks ago, I took a day – and I mean ALL DAY, like 11 hours – and built the Lego® Tower of Orthanc. It was a Wednesday, it was spectacular. How was I to know it would prove to be such a symbol of my career??
The week after Easter, my kids were off school, and by pure chance, my husband happened to be home all week as well. Months prior, I had purchased a ridiculously huge and expensive Lego® set. I had no appointments scheduled, so after breakfast, I told the kids we were putting it together. (FYI, by “we”, they understood that I clearly meant “by myself”.)
Once we got the Ent finished, my kids were pretty uninterested, but I was determined!
(After we built this, he just wanted me to get the level with the balcony done. And play with the Gandalf & Orc minifigs.)
By the time I started working on the tower itself, I was pretty much on my own. I hadn’t realllllly grasped how big the project was, and when I did, I sort of thought: “Whoa. I’m never going to get this done today… ”

The rat is my fav part of Stage 1. Look at his tail!
I sat back, looked at the box, and approached it the way I tell my clients to do stuff: lots of small bites are easier to chew than one big one. I started thinking of each level as a STAGE, and dug back in – and got in THE ZONE. I let my mind just wander, like it does when I’m on my bike, and this post is about what I was thinking, each step of the way.
Stage 2: How freaking awesome it was that I was in a position to take an entire day (and at this point, I had no idea it was going to be ALL DAY) to put together a monster Lego® set. How I wish my ass-busting, house-building extraordinaire Dad were here for me share this story.
Stage 3: Being so grateful to be in a point in my life where I could do this, I went back to before I started my business. I had what I always jokingly refer to as a “Crappy $17/hr bookkeeping job”, but the reality is that I worked for someone that was (and still is) a great friend and hardcore Champion of Stacy. Before I worked for him and while I worked for him, he always reminded me that I NEEDED TO START MY OWN BUSINESS. He pushed me to do so, and never begrudged me for resigning to just that. He even got me my first client, whom I would meet with on the weekend. (I still have that client!)
Stage 4: Thinking about my first client got me thinking about all those clients I had after I quit my full time job, clients that are all long gone now (except that first one), that I outgrew, or whom outgrew me… or the one that I’m pretty sure was Satan incarnate and taught me how to exit a bad client relationship with grace and gave me the awareness to avoid those types in the future. The clients whom were so gracious in scheduling time with me, knowing I was trying to get my business going. Clients that had no problem working with around my schedule while I still had a full time job; willing to meet with me sometimes until 10 or 11pm on weeknights, or on weekends.
Stage 5: In the middle of this level, my husband, Kevin, and I had lunch. It was lobster ravioli and glasses of red wine. Rather decadent and definitely a departure from the turkey sammiches we normally grab in a hurry when we’re home together during the day on the weekend. We pretended we were on vacation.
After lunch, I went back to building, thinking about how lucky I am – to have a badass husband that was willing to jump in to the uncertainty of my self employment. We’ve known each other since I was 12, been together as a couple since I was 22, and he has ALWAYS supported my decisions. Without waver. He’s never questioned whether I’m going to be successful at anything I try, and he is always my voice of reason. I’m lucky to have a badass husband that understood then, (and was frustrated, I don’t blame him) that there were a years of 80-100 hour work weeks ahead. He understands now (and still gets frustrated, I still don’t blame him) that there will be a few weeks of travel each year. And that getting through all of it will pay off down the road – and today is a perfect example of that payoff. (Also, he’s a much better parent than I am. #TrueFact)
Stage 6: All of that brought me to our kids. Every parent thinks they’re kids are the cutest and most brilliant wonderful children to have ever walked the Earth, but I KNOW that mine are ; )
Really though, I probably wouldn’t have done any of this without them. They’re the biggest reason I push my myself to try new things, to do my best and never phone it in on anything. These two fantastic people that miss me when I’m gone, but understand that I work hard to provide them with what they need. Two sensitive, caring people that (hopefully) know that I’m always here when they need me. Two bright individuals that will understand later – if they don’t grasp it just yet – that I’m doing my best to be a good role model by showing them that working hard and figuring things out on your own is rewarding, and that it’s okay to ask for help.
Stage 7: Speaking of asking for help… I wouldn’t be at this point without LOTS of help. Unconditional love and assistance from all of my friends and family and people I work with; people that have taken care of me, my kids and my husband or have helped in some way over the years. Whether it was letting Kevin drop the kids off at their house before work when I travel, being by my side when my dad passed away, or taking care of me when I had to have my gall bladder out before I left San Antonio after Scaling New Heights 2014 (Yes. That happened. I’m hoping to come back from #SNH15 in New Orleans with all of my body parts. Cross your fingers for me!). I’m so fortunate to be surrounded by these people; these warm hearted, compassionate, GOOD people.

Stage 7 – I’m not so sure that Saruman and Wormtongue want people to see their rooftop sausage and baguette picnic.
When I got done and I sat back, admiring this kickass Lego® creation, I thought about what it really represented to me. The 11 hours I took to build this behemoth: reminding me that anything worth building, worth having, worth being proud of, takes time and attention – time devoted to it and some time away from it.
All 2359 pieces represent the people that have shaped me as a person, as a business owner. The people that I love, admire and look up as friends and mentors. All unique and with purpose, coming together.
Without all of that time, without all of those pieces, coming together in exactly the way they have, I might not have had the chance to play hooky in the middle of the week, just to play Lego®.
To Free or Not to Free, that is often the question
(I know, that’s a really bad joke. Sorry.)
A few times a week, I get emails from other ProAdvisors, bookkeepers, QuickBooks consultants asking questions. The topics differ – QuickBooks Online, practice management, apps like TSheets.com, Skyline/Unidata hosting – and I welcome each and every one of them.
Sometimes, I reply with an answer. Other times, either me or my admin, Katie, will reply by suggesting the inquirer make a formal appointment and give our rates.
I was chatting recently with one of my coaching clients. A client that originally asked me a question that I replied to with an answer. She had another question a few weeks later and was asked to make an appointment.
Her latest question was sort of interesting: “How do you decide what you’re going to answer? Do you give one free, and then ask for an appointment, like with me?”
She was really surprised by the answer – that I would have answered many more questions for “free”, if they’d met a criteria – that more often than not, it has nothing to do with how MANY questions someone asks.
I think this brings up a good topic that many consultants/coaches struggle with: how much free chili should you give away?
Here’s my rule: If it’s a question that I can answer in about the same amount of time (or less) that it would take me or Katie to reply with a suggestion for an appointment, then I just answer it.
It’s easier for me, the person asking is genuinely grateful, and we all feel warm and fuzzy about it.
Do some people take advantage of this? Do they think that now that I’ve answered one of their questions, I should be at their beck and call. Not happening. We politely explain that we offer monthly, unlimited email support services or they can schedule a paid appointment.
Fortunately, more often than not, most people choose one or the other. The ones that don’t are obviously individuals that don’t respect my time or the fact that, you know, I am trying to run a business and stuff and we never hear from them again.
How do you decide when to give sometime away for free?
Still Afraid of the Cloud? Now There’s a Safety Net
A few months ago, I wrote an article for my friends at Fundera.com about why I think (almost) every company on QuickBooks desktop should and could be using QuickBooks Online. You might also want to check out my “Moving Online” series, if you haven’t already.
This week, I have one more reason: Jobber’s new app, SafetyNet.
What is it? It’s a back up. For QBO.
THAT’S RIGHT!! A BACK UP TOOL.
For years. Yeeeaaaarrrrsssss, I have been hearing people – both small business owners and accounting professionals – say that one reason they don’t want to move to QBO is because there’s no backup feature, like there is in desktop.
For accounting professionals and QuickBooks ProAdvisors, we like to do backups before we do anything, just in case it doesn’t work. For small business owners, we like it in case thing get totally jacked up, either by ourselves or a clueless employee.
For me, Stacy Kildal, I never realized what a big deal it was – I had ways to go about testing setups, or imports, or apps – until someone brought it to my attention. And yeah, sort of a pain in the ass not being able to do a backup.
I think it might be one reason why many ProAdvisors are hesitant to try out apps that might help a client. Yes, you can test it on a demo account, but sometimes it’s difficult to see how it will work or not work with the actual client data. Despite still being in beta, I’ll be recommending this to anyone that will listen that it’s one more way for us to help our clients find solutions to make running their business just a little bit easier.
So, now that we can do all of this with SafetyNet, try an app, then restore that backup, my thoughts?
Like Joey Lawrence would say: WHOA.
PS: My friend and co-host of The QB Show, Woody Adams, did a demo video, check it out: