Woodward Group is a company that transforms the way small business operates, working through small business advisors.
Over the past 8 years, Woodardâ¢ has challenged thousands of small business advisors to âscale new heightsâ at the Scaling New Heights Conference.
As small business advisors, we must be brave. We must bravely accept the challenges our small business clients present to us, we must bravely explore (and adopt) new technologies, and we must bravely face the long days and strenuous workloads required by our rewarding, but sometimes exhausting, profession.
This brave responseâ¦this brave, courageous climbâ¦is what we call âFacing the Yeti.â
This year they held a âFacing the Yetiâ challenge. Â We were challenged to submit an article about a courageous/bold professional decision you made in your practice and the impact on your practice. Â I submitted my letter not knowing what to expect and I won!
In April of 2011, I was forced to FACE THE YETI.
I was working in corporate America as a Regional Manager.Â I had just completed a successful project, $450,000 under budget. Then out of the blue, I found myself part of a workforce reduction.Â I was shocked and a little lost.
Naturally, I started looking for a job but had an overwhelming feeling that it wasnât the right path for me.Â The politics and bureaucracy that is corporate America left me with no desire to return… I needed a different option.Â It was time to do serious soul searching and at the same time fulfill some life-long dreams.
I did a few things I have always wanted to but never had the time while working long hours.Â In high school I had the lead in the musical and loved it, so I joined the local community theater.Â I was a cast member in the local production of The King and I.Â My mom and I took the Alaskan cruise we always wanted to go on.Â I lived it up and it reminded me of who I am.
I was taking stock of my life and what I really wanted to pursue for a career.Â In my previous position, I loved reviewing the financial statements, establishing and managing budgets basically anything that had to do with numbers and math!!!Â OH HOW I LOVE MATH!Â In all my math and accounting classes I excelled.Â But not only did I do well â I LOVED IT!!!
The year prior to losing my job, I had formed a new friendship with a woman who had a small accounting business using QuickBooks.Â Her lifestyle really appealed to me â having freedom to set her own schedule and to be able to be with her aging mother when she was needed.Â So I asked how she got started and asked her if she thought I could do the same.Â She said absolutely!Â However, it felt really scary and I wasnât sure I would be confident enough start on this adventure.Â Soâ¦believing that knowledge is power, I decided to go back to school for additional accounting classes.Â I had all the accounting necessary for a business degree at the University of Minnesota but I hadnât created a Balance Sheet or P&L since college.
In September of 2011, I started attending a local community college and obtained my Small Business Accounting Certificate in May of 2012.Â My first class was QuickBooks which I loved.Â I had used QuickBooks years earlier along with Peachtree but preferred QuickBooks so I knew this was the direction I wanted to go.
I landed my first client in January of 2012, decided on my business name and registered my business with the state.Â I also talked with my CPA and he suggested becoming a certified QuickBooks ProAdvisor.
In June of 2012, I called Intuit and inquired about the ProAdvisor Program and was informed that I could still take the 2011 certification exam until August, then take the 2012 exam and in the fall when 2013 was released, take that exam and then I would be able to take the Advanced Certification.Â My head was swimming, but I had a plan!Â I studied and studied and studied and passed the Advance Certification in February of 2013.
I wish I could say my business took off like gangbusters but it did not.Â It was slow and many times I wondered how I would be able to make my mortgage payment that month.Â I often thought of quitting and thought â I guess I need to get a real job.Â I have a very strong faith and the Lord affirmed to me that I was on the path He had chosen for me.Â My practice slowly grew and my faith grew even stronger.
After attending one of Michelle Longâs webinars in 2013, I decided to start using QuickBooks Online for my own practice.Â At the same time, I was receiving inquiries from my Find â a – ProAdvisor listing expressing interest in QuickBooks Online and so my QuickBooks Online practice started to grow.
I started attending Scaling New Heights in 2014 and have been attending ever since.Â Since attending Scaling New Heights, I have grown both in knowledge and professionally.Â I find the information on the Monthly Memberâs Webinar and at Scaling New Heights invaluable to my practice as I have learned so much that I could have never learned on my own.
In August of 2015, I passed the QuickBooks Online Advanced Certification Exam, in 2016 I started the local MSP Woodard Group and today my practice is 92% QuickBooks Online and MOST IMPORTANTLY because I work virtually through QBO, I moved closer to my grandchildren (my joy in life!) in January of 2016.Â Life is good!
TAKE THAT YETI!