Authors

Charlie Russell

Charlie Russell has been involved with the small business software industry since the mid 70's, and remembers releasing his first commercial accounting software product when you had an 8-bit microcomputer with one 8 inch floppy disk drive. He has a special interest in inventory and manufacturing software for small businesses. Charlie is a Certified Advanced QuickBooks ProAdvisor with additional certifications for QuickBooks Online and QuickBooks Enterprise, as well as being a Xero Certified Partner. Charlie started blogging about QuickBooks in 2008 (Practical QuickBooks) and has been the managing editor and primary writer for the Sleeter Report since 2011. Charlie can be reached at charlie@ccrsoftware.com

Visit his CCRSoftware web site for information about his QuickBooks add-on products. He is also the author of the California Wildflower Hikes blog.

Greg Lam

Greg Lam is a passionate small business guy who loves technology and automation. He holds a BBA from Simon Fraser University, Canada. He's a Certified QuickBooks ProAdvisor, Certified Xero Partner, and Kashoo MVP. His business interests are focused on online accounting and how it can be used to streamline and automate a company’s accounting processes. He currently lives in Tokyo, Japan.

Greg operates the Small Biz Doer website, an "Entrepreneur's Guide to Small Biz Bookkeeping." He is the author of Online Accounting Software: Finding the Right Match, published by The Sleeter Group.

Connect with Greg on Twitter, Google Plus, YouTube, LinkedIn, or Facebook.

Doug Sleeter

DougSleeter (@dougsleeter) is the founder and former CEO of The Sleeter Group, an international network of accounting software consultants, and the former producer of SleeterCon, an annual conference and tradeshow for accounting professionals.

In 2015, he sold The Sleeter Group to Diversified Communications (www.divcom.com) and the company has since become The Accountex Network.

He is a passionate leader of innovation and change in the small business accounting technology world. As a CPA firm veteran and former Apple Computer Evangelist, he melded his two great passions (accounting and technology) to guide developers in the innovation of new products and to educate and lead accounting professionals who serve small businesses.

Always in search of the next big thing, he is currently focusing on digital currencies and blockchain technology. He believes these technologies will change virtually everything in global commerce.

The CPA Practice Advisor recognized Doug as one of the "Top 25 Thought Leaders" in the accounting profession and he has been named to Accounting Today's "Top 100 Most Influential People in Accounting" each year 2008 through 2015. In 2013, he was recognized by Small Business Trends with the Small Business Influence Champion award.

In the early 1990s, Doug was a pioneer in developing the first QuickBooks seminars in the country and has since built the largest group of accounting software consultants in the small business accounting profession. Doug serves on several advisory boards for technology companies and has consulted with numerous industry leaders including Intuit, Sage, Apple, and Adobe Systems. 

Doug is the author of numerous books and courseware materials including The QuickBooks Consultant’s Reference Guide, and QuickBooks Complete, a college textbook.
 
Doug attended both the University of California Santa Cruz and Santa Clara University and holds a Bachelor of Arts degree in Computer Information Systems. Doug and his family live in Pleasanton, CA. Doug's hobbies include woodworking, golf, and lifelong learning.

Randy Johnston

Randolph P. (Randy) Johnston, MCS has been a top rated speaker in the technology industry for over 30 years. He was inducted into the Accounting Hall of Fame in 2011. He was selected as a Top 25 Thought Leader in Accounting from 2011-2013. His influence throughout the accounting industry is highlighted once again this year by being a recipient of the 2013 Accounting Today Top 100 Most Influential People in Accounting award for the tenth consecutive year. Among his many other awards he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. Randy writes a monthly column for The CPA Practice Advisor, articles for the Journal of Accountancy, and creates articles for both accounting and technology publications, as well as being the author of numerous books. He has started and owns multiple businesses including K2 Enterprises in Hammond, Louisiana and Network Management Group, Inc. (NMGI) in Hutchinson, Kansas. In 2010, NMGI announced their national support of CPA firms. His wife and four children enjoy many experiences together including theatre, music, travel, golf, skiing, snorkeling and model trains.

Seth David

I started Nerd Enterprises, Inc. in 2003 and continue to work with individuals and companies to cure their financial headaches. Training, writing, blogging, social media and generally building communities around these areas as well as technology has become another passion of mine.

David Ringstrom

David Ringstrom, CPA, is the president of Accounting Advisors, Inc., an Atlanta-based spreadsheet and database consulting firm he started in 1991. Throughout his career, David has spoken at conferences on Excel, and he currently leads dozens of webinars each year on Excel, QuickBooks, and other software. He has served as the technical editor for over 25 books, including several editions in Wiley’s QuickBooks for Dummies and Quicken for Dummies series. In addition to writing for QuickBooks and Beyond, David is the Tech Editor at Large for AccountingWEB and Going Concern. He also offers live webcasts and self-study courses through CPE Link. His freelance articles on spreadsheets have been published as far afield as Pakistan. During training sessions, you’ll often hear David state, “Either you work Excel, or it works you!”

Ami Kassar

Ami Kassar, CEO and founder of MultiFunding, is a nationally renowned small business advocate and leader. He’s committed to ensuring that small business owners have the best possible access to the capital they need to help grow and manage their businesses. Kassar has been featured in renowned publications, including the New York Times, The Huffington Post, The Wall Street Journal, Entrepreneur, and Forbes. He writes regular blog posts for The Wall Street Journal and Inc., and he has appeared as a guest on Fox Business News. Ami is the 2013 recipient of the Small Business Influencer Award as well as the 2012 Small Business Advocate Award.

Kassar has developed a national reputation for confronting and challenging the largest banks in America for their lending records to small businesses. He has assembled research reports that have become a critical component of the national debate about small business lending, and from that, he developed Banking Grades.

Stacy Kildal

Stacy Kildal is owner/operator of Kildal Services LLC, located in Waterford Michigan—a full service bookkeeping company that specializes in all things QuickBooks. As a Certified Professional Bookkeeper and Advanced QuickBooks ProAdvisor, she supports QuickBooks clients all over the country, offering payroll, bookkeeping, training and consulting.

She regularly teaches QuickBooks workshops through the local county planning and economic development department, along with community college and continuing education classes for various school districts.  Stacy is one of the three hosts for the Radio Free QuickBooks weekly online radio show.

As a member of the esteemed Intuit Trainer/Writer Network, Stacy has presented many live seminars and webinars. Her attendees enjoy the passion she exhibits for her work and can easily relate to the many real life examples she uses during these presentations. She has also been featured frequently on Intuit’s Community "Ask the Expert" forums, at various Intuit Academy To Go podcasts, as well as hosting a number of Intuit Small Business Online Town Hall sessions. She an big fan of working mobile and has been recognized by Intuit as being an expert on QuickBooks Online, having written the Intuit Academy courses for the US, Singapore and Canadian versions.

Kildal Services LLC provides consulting, speaking and writing services to clients (including other accounting professionals) nationwide.

Jim Savage

Jim Savage has been a QuickBooks Pro Advisor since 1999. He has since signed on with the Intuit Solution Provider program, which specializes in marketing to the mid-market channel. In addition, he is an Advanced Certified Pro Advisor and his company, Savage and Associates, is an Advanced Certified Pro Advisor and certified in QuickBooks Enterprise and QuickBase in the ISP channel. Prior to becoming a Pro Advisor, Jim was an IT director for a major health insurance carrier and has been involved in large scale IT projects throughout his career. He is now specializing in EDI and E Commerce clients and integration with QuickBooks. Since he has referred to himself as "The QuickBooks Guy" since he started, his website is named appropriately, www.thequickbooksguy.com.

Kacee Johnson

Kacee Johnson is the Founder of Blue Ocean Principles, a strategic consulting firm focusing on Marketing, Sales, Business Development and Cloud implementation. Kacee is a regular speaker and commentator at Technology, Business, Accounting, and Legal conferences nationwide. Awarded the CPA Practice Advisor Top 40 Under 40 Award in 2012 and 2013, she is recognized as one of the young professionals leading businesses into the future. Kacee has a diverse management career marked by a demonstrated ability to create solid business plans, determine product needs, achieve revenue goals, build teams and achieve cross-functional business objectives. She is a results-driven executive and consultant that builds revenue through growth initiatives and contributes a broad-based strategy to build better brands and focus on making the competition irrelevant for every client.

Chuck Vigeant

Chuck Vigeant is the Managing Partner of CLEARIFY, LP and is known as the “grandfather” of Crystal Reports and Business Intelligence for QuickBooks. He is the principal architect behind QQube™, the ground-breaking data warehouse technology for QuickBooks, and his company is the largest provider of Business Analytics and custom management reporting systems for a variety of small business products.

There is one common thread from Chuck’s days as a controller in the late ’70s, through his three decades as an accounting technology specialist, through his stint as a data analyst and schema architect for Intuit – and, yes, even as a QuickBooks ProAdvisor: his passion to make it easier to grab data from everyday software applications and formulate it into usable information from which people can make more educated decisions. He has received awards from the Austin Entrepreneur’s Association; was a keynote speaker at the National Association for Professional Saleswomen; taught business curriculums at local community colleges; and spoken at dozens of Intuit functions, CPA chapters, and various technology conferences. He now limits his speaking to special engagements.

Chuck is a member emeritus of the prestigious Intuit Accountant and Advisor Council, holds a bachelor’s degree in business and public administration from the University of Hartford and a Master of Education from the University of North Texas.

Patti Scharf

Patti is a blogger, speaker, and thought leader in the accounting technology industry and is the co-founder and Chief Controller for Catching Clouds LLC. She is a CPA and holds several current software certifications: Xero, Bill.com (Guru), QuickBooks Online, and FreshBooks and was previously an Advanced Certified QuickBooks ProAdvisor. She absolutely loves designing effective accounting systems for ecommerce businesses and is committed to advancing the artistry of accounting through the use of technology.

Judie McCarthy

Judie McCarthy is the founder and owner of ThinkLeader Consulting, where she helps accounting professionals embrace and implement cloud technologies that streamline their operations and increase productivity. A longtime member of the QuickBooks ProAdvisor program, she is certified in both QuickBooks Desktop and QuickBooks Online. Judie is the former Director of Accountant Relations for Bill.com, where she served as the lead subject matter expert for their Expert and Guru Certification training courses, making her one of the foremost experts on Bill.com. In addition, she is the Author of Grow Your Accounting Practice Using Bill.com: Improve How Your Clients Pay, Get Paid, and Manage Their Money, published by the Sleeter Group (available here). You can connect with Judie on LinkedIn and Twitter.

Scott Cytron

Scott H. Cytron, ABC, is president of Cytron and Company, known for helping companies and organizations improve their bottom line through a hybrid of strategic public relations, communications, marketing programs, and top-notch client service. An accredited consultant, Scott works with companies, organizations, and individuals in professional services (accounting, finance, medical, legal, engineering); high-tech; and B2B/B2C product/service sales. Contact him at scott@cytronandcompany.com and visit his blog, www.absolutecytron.com.

Donny Shimamoto

Donny C. Shimamoto, CPA.CITP, CGMA, is the founder and managing director of IntrapriseTechKnowlogies LLC, a CPA consultancy focused on helping small businesses manage their technology-related risks and providing the know-how to leverage technology and realize business value.  An active CPA, Certified Information Technology Professional (CITP), and Chartered Global Management Accountant (CGMA), Donny is a recognized national expert in IT management and international author/speaker on business intelligence initiatives.  Donny helps many small businesses by helping them make better technology decisions and improve the efficiency of their back-office by leveraging right-sized business software solutions.

Donny was recognized as one of Accounting Today's Top 100 Influential People in 2013 & 2014, Top Thought Leaders in Public Accounting by CPA Practice Advisor in 2012, 2013 & 2014, received the 2009-2010 President’s Award from the Hawaii Society of CPAs, was named to CPA Practice Advisor’s 40 Under 40 list in 2007, 2009, & 2014, and was also a Hawaii Top High Tech Leader in 2004.  Donny is  a past chairman of the AICPA's Information Management & Technology Assurance Executive Committee, and is a former member of its Governing Council and Assurance Services Executive Committee.

Tim Grant

Tim Grant, MBA, is the President of Business Solution Providers in San Francisco, California. BSP specializes in third-party inventory and manufacturing software products that integrate with QuickBooks. The company provides Needs Assessments to businesses looking for an inventory or manufacturing software solution. Once a choice is made, the BSP team can provide setup, training and implementation services to sync the company’s goals with the capabilities of software.

Tim has practiced public and private accounting for over twenty years in the service and manufacturing industries. He is an advanced-certified QuickBooks Pro Advisor, and a member of the Institute of Management Accountants, the National Advisor Network and The Sleeter Group.

Jeannie Ruesch

Jeannie is the Marketing Manager of the Sleeter Group. At the Sleeter Report, she presents sponsored offers from valued partners and educational resources to help you.

Esther Friedberg Karp

Esther Friedberg Karp is an internationally-renowned trainer, writer, business consultant, and speaker who was named one of the Top 10 QuickBooks ProAdvisors in the world, with the title Top International ProAdvisor.

Based in Toronto, Canada, Esther has the unique distinction of holding ProAdvisor certifications in the United States, Canada, and the United Kingdom. She has authored materials and delivered educational and certification courses for Intuit in all those countries, as well as in Australia, where she conducted live QuickBooks Online training. She has spoken at Scaling New Heights, QuickBooks Connect, and other conferences, as well as at conferences of various accounting and professional organizations. She has also written countless articles for Intuit Global.

Esther counts among her clients companies from around the world, as well as accounting professionals who seek her out on behalf of their own clients for her expertise in various countries’ editions of QuickBooks Desktop and Online, as well as for her talent in customizing QuickBooks usage for different industries.

Esther holds a BSc from the University of Toronto in Actuarial Science and Mathematics, and an MBA in Marketing in Finance from York University’s Schulich School of Business.

She can be reached at esther@e-compubooks.com or 416-410-0750.

William Murphy

William “Bill” Murphy is an Advanced Certified QuickBooks ProAdvisor with over 30 years of financial and teaching experience. His consulting company, RRR, Ltd. has been helping businesses get the most from their Intuit software since 1989. His practice focuses on system set-up, product integration, problem resolution, data file analytics and repair. He holds both Bachelors and Masters Degrees from the University of Central Oklahoma, and is an Adjunct Instructor for Oklahoma City Community College-Corporate Learning. He also served as Technical Editor for Business Analysis with QuickBooks by Wiley Publishing in 2009.

Shayna Chapman

Shayna Chapman, CPA, CITP (Certified Information Technology Professional), and CGMA (Certified Global Management Accountant), is Member and Owner of Shaynaco LLC (http://www.shaynaco.com). Based in Gallipolis, Ohio, Shaynaco LLC provides not only tax management and accounting type services to clients, but also provides advisory services, accounting technology, and consulting services. Small business tax, accounting, accounting technology, and helping the individuals who own and run these businesses with their tax issues is the main focus of Shayna’s team. Shayna is a 2012 and 2014 CPA Practice Advisor Magazine Top 40 Under 40, as well as recognized by CPA Practice Advisor in 2014 as one of the twenty-seven Most Powerful Women in Accounting. She contributes to articles regarding tax, accounting, technology, and small business issues regularly and also blogs regarding these issues.

David Glantz

David Glantz is the principal at Business Cents, a six person, eleven year-old, San Francisco Bay Area business systems consulting practice and long-time Intuit Reseller.  In his prior life, David enjoyed a successful 20+ year career as consultant and professional services executive for accounting and technology software companies.  Following the dot-com roller coaster, he decided to leave the creature comforts of the corporate world and carry his passion of helping companies solve business problems to his own platform.  David has all the certifications Intuit has to offer, including being a Certified Advanced QuickBooks ProAdvisor.  Business Cents' focus is on the implementation, business process design, integration, and on-going operations of business systems – accounting, retail/POS, eCommerce, CRM.  David's first love is his family.  He and his wife have raised their four children in the SF Bay Area, and he is now enjoying the next generation as the loving grandfather of two adorable girls.

Steve Peterson

Steve Peterson is Vice President of Marketing and Channel for CellarStone Inc. and was the cofounder of Business Intelligence Provider www.webKPI.com. CellarStone is a SaaS provider of sales commission management solutions (Easy-Commissions and @QCommissions). Steve has also been a guest speaker at UC Berkeley and has spoken at various industry groups on KPIs. In addition, he has been a CFO and senior financial manager for numerous private and public companies, and he is a CPA. webKPI can be followed on Twitter, Facebook, and LinkedIn.

Mathew Heggem

Dancer-turned-accountant Mathew Heggem is the CEO and co-founder of SUM Innovation, a New York-based accounting management and consulting firm that assesses, designs, implements, and manages accounting solutions for fast-growth startups, international businesses, established and growing businesses, and nonprofits across the U.S. Mathew is also the founder of the #SUMTech Summit and the #AccTech Cooperative meetup group in New York City, which explores the intersection between accounting, technology, and entrepreneurship. In his formative years, Mathew was hugely fascinated by interdisciplinary religious studies and is currently working toward becoming a Certified Feldenkrais Practioner.

Caren Schwartz

Caren Schwartz is an Advanced Certified ProAdvisor, a member of the Intuit Accounting Professionals Trainer and Writer Network and principal of Time & Cents Consultants, LLC. Located in Fairfield, Connecticut Caren specializes in working with professional services firms on billing, accounting and practice management solutions. In addition to QuickBooks, Caren is also a Certified Consultant on Timeslips, Peachtree and Amicus Attorney as well as a Certified Independent Consultant for Time Matters/Billing Matters and PCLaw and a reseller of Tabs3 and PracticeMaster. Caren is an associate of 35*45 Consulting – Global. In 2014, Intuitive Accountant named Caren a Top 10 QuickBooks ProAdvisor for "Niche Market."

Sandi Smith Leyva

Sandi Smith Leyva, CPA, Certified QuickBooks ProAdvisor, and Xero Certified Advisor, helps accountants and QuickBooks consultants make more, work less, and serve clients better through her marketing programs, services, and products. Visit www.accountantsaccelerator.com to find out more.

Bonnie Nagayama

Bonnie J Nagayama, CPA focused on supporting other professionals and their QuickBooks® Accounting Software clients with practical solutions for financial and day-to-day operational issues since 1992. Her Controller background and CPA experience were a perfect blend to bridge the gap between what the client wants and what the Accountant needs. She understood both sides and effectively used QuickBooks to provide a solution that worked for each party, often including QuickBooks and integrated applications. Bonnie was a member of the QuickBooks Professional Advisor Program and an Intuit Solutions Provider since each program began, as well as a member of the Intuit Trainers & Writers Network.

Michelle Long

Michelle L. Long, CPA is the owner of Long for Success, LLC specializing in QuickBooks consulting & training, coaching small business owners, speaking and writing. She is an Advanced Certified QuickBooks ProAdvisor and is a national trainer in Intuit’s Trainer/Writer Network, as well as being a Sleeter Certified Consultant. Michelle is a consultant for Intuit product development and author for Intuit Academy. Since 2000, she has taught hundreds of seminars to thousands of people about QuickBooks, filmed QuickBooks training courses and been a guest speaker for Office Depot’s Web Cafe multiple times. Michelle is the author of Successful QuickBooks Consulting and How to Start a Home Based Bookkeeping Business. She was named one of "10 Women Who Inspire a Profession" by Accounting Today and a "Financial Services Champion of the Year" for 2007 by the Small Business Administration. Michelle is the author of "Michelle's Success in the Cloud" column for QuickBooks and Beyond. You can learn more at her website and blog LongforSuccess.com.

Nilly Essaides

Nilly Essaides is Director of the Financial Planning & Analysis (FP&A) Practice at the Association for Financial Professionals (AFP). Nilly has over 25 years of experience in research, writing and meeting facilitation in the global finance arena. She is a thought leader on FP&A and corporate finance issues, a frequent author of multiple in-depth AFP Guides and monthly articles, a contributor to multiple blogs, and a speaker at industry gatherings. Before joining AFP, Nilly was a Managing Director of the NeuGroup, where she helped build a successful Peer Group business. She also co-authored, with the American Productivity and Quality Center (APQC), a book about knowledge management and how to transfer best practices.

Monique Colver

Monique Colver specializes in helping small businesses refine their processes to improve their bottom line. She started her career in accounting when filling in for a bookkeeper while in college, and discovered she had a natural skill for detecting issues and solving problems. She switched her major from English to Accounting and looked back only once or twice. She holds a BS in Accounting, and has worked in a variety of positions in a variety of industries, giving her both a breadth and depth of knowledge. Monique is a Certified ProAdvisor, with additional certifications for QuickBooks Online and QuickBooks Enterprise. She is also certified in Xero and TSheets.

Connect with her at Colver Business Solutions Inc., Facebook, or her blog at The Reluctant Accountant

Joanie Mann

Joanie Mann is a recognized authority in the areas of ISV cloud enablement and ASP service delivery, providing consulting services to platform and hosting providers establishing service models oriented toward small business customers. Her extensive work with accounting professionals worldwide has positioned her as an expert consultant and advisor to practitioners looking to leverage cloud accounting solutions, web-based applications, and Internet technologies in their firms and with their clients. Joanie is the author of Cloud Computing Explained for Normal People. You can see Joanie’s blogs at: coopermann.com, buildingup.biz, and businessinbunnyslippers.com.

Scott Scharf

Scott Scharf is the owner of Catching Clouds LLC, a cloud accounting practice providing virtual controller and virtual bookkeeping services leveraging cloud technologies. Scott has been in IT for over 30 years providing consulting and solutions from global multinational businesses to small businesses and is an expert in Unified Communications and Collaboration, IT Security, and cloud technologies. Scott now focuses his attention on helping businesses succeed by provide cloud accounting solutions, virtual CIO/CTO services, and cybersecurity/cyber-liability solutions. Scott is passionate about leveraging technology in smart and new ways to improve business processes, productivity, and profitability. Scott collaborates with his wife, Patti Scharf, a CPA who provides the deep accounting expertise, builds our virtual controller and virtual bookkeeping programs, and is a technology power user herself.

Ian Clyde

Ian Clyde is nationally known in the QuickBooks space as Avalara’s very own “Tax Celebrity”.  He has spent the last seven years as the National Director of Sales for Avalara, where he loves helping small to medium sized businesses grow their revenue by outsourcing sales tax compliance. He lives on Bainbridge Island in Washington State. Ian holds a Bachelor of Arts in Marketing from Western Washington University and enjoys playing baseball, basketball and fishing.

George Keliher

George Keliher has been involved in the making and stocking of parts for the last 30 years, both as an entrepreneur in the woodworking and industrial supply business and as a small business consultant specializing in inventory management. For the last seven years George has been involved with Fishbowl Inventory and its integration with QuickBooks, focusing on inventory costing as it relates to QuickBooks. He cofounded his current business, FishBooks Pro Inc, for the expressed purpose of enhancing the capabilities of Fishbowl Inventory. Visit the FishBooks Pro web site for more information about all of their Fishbowl Inventory related products. George is a Fishbowl advisor since 2005, a QuickBooks Advanced Certified Pro Advisor since the inception of the program, a Sleeter Consultant, and is Enrolled to practice before the IRS.

MB Raimondi

MB (Mary Beth) Raimondi, CPA, CITP, MS Taxation is an Advanced QuickBooks Certified ProAdvisor as well as an Intuit Solution Provider. She holds certifications in Enterprise and POS and is a Sleeter Group Certified Consultant as well as a Chapter Co-Leader/Instructor for the National Advisor Network. She is also a charter member of the Intuit Training/Writing Network. She has used QuickBooks since the DOS version and has been teaching QuickBooks nationally to both end users and accountants/consultants since 1999. The focus of her practice in Trumbull, CT has migrated from a full time tax and accounting practice to mainly QuickBooks consulting, 3rd party integration and training. Visit her website at http://www.mbraimondicpa.com/

William English

William English is the President of English Management Solutions, Inc. (EMS). Mr. English has over twenty years of experience in helping small businesses and non-profits manage their finances. He holds a Bachelor’s degree in Business Administration with an Accountancy focus from National University in San Diego, CA.

A two-time small business owner, Mr.English is a Certified Intuit Solution Provider (ISP) as well as an Advanced Certified ProAdvisor in both QuickBooks Financial and Point of Sale Software. He has been working with QuickBooks Point of Sale (POS) since version 2. Mr. English has also been using and supporting QuickBooks for over 15 years starting with the first DOS version of QuickBooks where he was hired by Intuit, the makers of QuickBooks, as one of the first accounting trained technical support representatives for the program. He is an active tester in the QuickBooks beta program, which allows him early access to the software for testing purposes. Mr. English is a national recognized trainer for both the Sleeter Group and the Joe Woodard Scaling New Heights conference. The EMS website provides technical and marketing information to QuickBooks ProAdvisors all over the country. Recently, Mr. English added author to his resume with the publication of his QuickBooks POS Store Operations Handbook. Additionally, he has co-authored QuickBooks POS for Winery Handbook with Steve Green

Julie Carman

Julie Carman has more than 25 years of experience in leadership and strategic growth planning. She has held key executive positions in Fortune® 500 companies, including IBM and Sun Microsystems, pioneered start-up companies that were financially backed by top global venture capital firms, and has sold two companies in private sales that obtained optimal financial results. Carman cofounded and became chairman of Shop.org, one of the first Internet retail trade associations. An advocate for technology, she will continue to help organizations interested in producing solutions that delight customers, increase profits, and expand their global market footprint.

Bruce Phillips

Bruce Phillips is a seasoned CPA and a passionate advocate for cloud technology. Having served as a CFO and COO of tech start-ups, he was an early adopter of cloud technology for accounting and other businesses. A well-known name in the SaaS industry, Bruce has been a key beta tester for several cloud technologies and was profiled as early as 2010 by Bill.com and SmartVault. More recently, he was featured by Xero, with whom he has a close relationship and is a Platinum Partner. Prior to cofounding his accounting firm, Harshman Phillips & Company (HPC), Bruce spent seven years at Ernst & Young, including two years as audit manager. As he helped clients navigate the challenging tax and compliance environments in each role, he gained invaluable insight into best (and not-so-best) practices for conducting business and the myriad ways technology can enhance business efficiency.

Carrie Kahn

Carrie Kahn, the owner of Complete Business Group, joined the Intuit Reseller Program in 2008. CBG offers Intuit based solutions for End-users, ProAdvisors and Partners. CBG is now considered one of the largest and fastest-growing Intuit Premier Resellers (IRPs) in the world. The Complete Business Partner Program is helping ProAdvisors and other partners become better at their profession, increase their income substantially, and save their customers time and money. Carrie serves as a host for the Accountants, Bookkeepers, and Business Owners (ABBO) Facebook group as the QuickBooks Product Expert. She was named top 100 QuickBooks ProAdvisor of the Year for 2014, 2015, and 2016. She has been in the top 10 IRPs since 2012 and currently is ranked #1 in the East.

Jody Linick

Jody Linick is a QuickBooks Certified Pro Advisor since 2004, and a Certified Bookkeeper since 2006. Since 2008, she works primarily with clients in the Cloud9 Realtime hosted environment. As the owner of Linick Consulting in Alameda, California, her goal is to help small business owners maintain up-to-date QuickBooks files hosted in the cloud. She holds a first degree Black Belt in Karate, and her hobbies include speaking French, collecting Star Wars books, and traveling in Sweden with her husband.

Tanisha Howard-James

Driven by her passionate desire to provide customized management strategies, Tanisha Howard-James founded The Emanon Group in 2006.  Her focus is in offering tailored solutions particularly in the areas of client accounting services, time and workforce management, business advisory, accounting technology, payroll and tax administration.

After graduating from George Washington University, she continued her education by obtaining an MBA in Management and Marketing from Southeastern University. With experience, skills and expertise in QuickBooks, Intacct, employee benefits and strategic analysis, Tanisha is dedicated to providing the much needed financial and management consultative services to small to medium enterprises helping them achieve success in a large scale manner.

Over the years, Tanisha has expanded The Emanon Group to feature business consulting and accounting technology services. Through various opportunities, she has gained intimate knowledge of best practices and offers her extensive knowledge to fellow business owners. Although she provides expertise within most industries, she has a specialized niche in construction, real estate development, government contracting, franchises, and healthcare.

You can connect with Tanisha on Twitter and LinkedIn

Peter Cullen

Peter Cullen is a Partner at Core Performance. Our passion is to make real the promise of managing your Organization with "Real-Time Information" using the latest in online accounting and financial management technology tools available to business owners. Our cloud accounting experts can help you elevate your business to the clouds.

Anna Masker

Anna Masker is President of Profit Point Consulting. Her firm specializes in helping accounting departments keep pace with the growth of their business through the strategic use of technology add-ins and process improvement. In addition to implementing proper technology stacks for her clients, her firm also provides a scalable, outsourced accounting solution to rapidly growing companies, including Bookkeeping and Analytical services to Controller and CFO services. Anna is a speaker on topics of financial analysis, systems implementations, and streamlining accounting workflow, and enjoys helping improve her clients' financial intelligence. She received her MBA from New York University, is a Six Sigma Greenbelt, and has been nominated as finalist for New Jersey’s Top 25 Leading Women Entrepreneurs Award.

Ira Apfel

Ira Apfel is Director of Communications & Editorial Content at at the Association for Financial Professionals (AFP).

Stephen King

Stephen King, CPA CGMA, is president and CEO of GrowthForce, a recognized industry leader in providing cloud-based bookkeeping and controller services for growing businesses.

From manager of accounting system design at Ernst & Young, to CFO for Amnesty International USA, to serial entrepreneur and software developer, Stephen's thirty-plus years of accounting knowledge, coupled with system and software design, led to his creation of GrowthForce. Stephen's "Software With A Service" solution combines outsourced Controller and bookkeeping services with an application development company specializing in QuickBooks integration, and is backed by a dedicated team of bookkeepers, Controllers and degreed accountants providing actionable financial intelligence. 

Regarded among the accounting industry's top thought leaders by AICPA CPA2Biz, Stephen remains at the forefront of ongoing research, development and customization of software and technology integrations to improve operational efficiencies and deliver meaningful financial intelligence to a growing number of strategic CEOs and CPAs around the globe.

Kaydee Peterson

Kaydee Peterson is the owner of Peterson Business Services, a non-tax business accounting services firm in Vancouver, Washington. She specializes in business process streamlining and third party app implementation with cloud accounting solutions. Kaydee entered the world of business accounting after working in business consulting, writing operations manuals and helping businesses increase efficiency and cut down on the cost of wasted time.

Kaydee holds all QuickBooks software certifications, including Advanced QuickBooks Desktop and Advanced QuickBooks Online. She is a member of the Intuit Trainer-Writer Network where she assists in writing certification material, exams and other resources. A huge advocate for the success of small business, Kaydee shares her knowledge with the goal of empowering her peers to serve their clients in the best possible way.

As a single mom of three, Kaydee works hard to play hard and can be found hanging with her kids, travelling the world or honing in her hula hooping skills.

Rhondalynn Korolak

Rhondalynn Korolak is the founder of businest®. businest® was selected as The App You Should Be Using at Accountex in 2016 and was also named one of the Top 10 apps in 2016 by Intuit QuickBooks. Dashboards only diagnose pain... businest® fixes it.

Rhondalynn is a lawyer, chartered (public) accountant, business coach, best-selling author, keynote speaker, and expert on business improvement. She has distilled the secrets to business success that she learned working with some of the world’s most successful brands, and produced a simple step-by-step process that any small business or accounting practice can apply to attract more high-value customers, close more sales, and boost the bottom line and cash flow.

Rhondalynn is the author of On The Shoulders of Giants, Financial Foreplay, and Sales Seduction. Rhondalynn can help you put strategies in place to grow your business and ensure that your customers would never think of going elsewhere.

Diane Yetter

Diane L. Yetter is a strategist, advisor, speaker and author in the field of sales and use tax. She is president and founder of YETTER, a sales tax consulting and tax technology firm. She is also the founder of The Sales Tax Institute, a premier think tank that offers live and online courses to educate business professionals about sales and use tax.

Diane works with clients of all sizes and in myriad industries to deliver sales tax services ranging from tax technology to tax policy and planning and training.

As a speaker, Diane is frequently asked to present to industry groups concerning sales and use tax issues. As an author, Diane regularly contributes to and serves on the editorial advisory board of IOFM’s Managing Accounts Payable and has published three books and numerous articles concerning sales and use tax issues. She also is the author of the US Sales Tax Chapter for the IBFD VAT Worldwide Research Database.

Diane is a member of the AICPA, Chicago Tax Club, Chicagoland Chamber of Commerce Taxation Committee, the Association for Computers and Taxation, the Practitioner Connection with the Council on State Taxation and the Institute of Professionals in Taxation. Diane serves on the KU Endowment Association’s Board of Trustees and serves as Chair of the Dean’s Board of Advisors, University of Kansas School of Business where she is also an adjunct professor, teaching topics on state and local taxation and entrepreneurship. Reflecting her expertise, Diane was named one of Accounting Today’s 100 Most Influential People in Accounting for 2011 and 2012.

Diane earned a BS in accounting and business administration from the University of Kansas in 1985 and an MS in taxation from DePaul University in 1994. Prior to founding the company, Diane was a state and local tax manager in the Chicago office of Arthur Andersen LLP, the sales and use tax director for the Quaker Oats Company and a sales and use tax auditor for the Kansas Department of Revenue.

Jeff Grundey

Jeff Grundey is the Co-founder and Vice President of nChannel, Service Delivery. nChannel is a complete web-based, multi-channel management platform. nChannel can connect many of the systems you use to manage sales environments and easily manage the operations associated with multi-channel selling - using the systems you already own.

Nancy Smyth

Nancy Smyth has supported Intuit products and end users since 1986, with her primary focus being commercial/government construction contractors, certified payroll reporting and AIA Billing requirements. She has been a Certified QuickBooks ProAdvisor since 1999. As President of Sunburst Software Solutions, Inc., she is a key player in the development of several QuickBooks Add-Ons for the construction industry. She is also the author of the QuickBooks for Contractors blog and provides free and fee-based training for using QuickBooks in the construction industry on the Learn to use QuickBooks in your construction business website.

Fred Lizza

Fred Lizza is the CEO of Dydacomp. Fred is experienced in bringing new technologies to market, driving rapid growth, building sustainable value propositions and competitive advantage. He was previously CEO of Optiant, where he drove the company's positive momentum toward increased market share, industry leadership, and profitability. He was also president and CEO of Avotus Corporation, a software-based telecom expense management provider. Under his leadership, Avotus became a SAAS-based managed service provider and one of the top market leaders in its space. Prior to Avotus, he was president and CEO of Idiom Technologies, Inc., a leading provider of enterprise web globalization software and services to the Global 2000 and e-commerce enterprises, and president and CEO of Infinium (formerly Software 2000), a publicly-held ERP software company that was named as one of Business Week's "Top 100 Hot Companies." Fred received a BS in Accounting at Boston College and an MBA in Marketing at Harvard Business School.

Rob Nixon

Rob Nixon has 22 years of experience as an advisor to accountants, with clients in over 30 countries. In his current role, Nixon is helping define and execute how PANALITIX
’s cloud-based accounting solution software helps thousands of accountants improve their firms' position across profit, capacity, and growth through a connection with the ultimate accountant membership community. With a belief that accountants are the naturally trusted advisors to effective business through innovative technology, quality content, and transformative methodology, Nixon empowers accountants to a position where they are able to exert a tremendous impact on their clients' conditions. With landmark strategies in use by over 16,000 clients in 30 countries and two bestselling books to his name, “Accounting Practices Don’t Add Up – why they don’t and what to do about it” and “Remaining Relevant – the future of the Accounting profession,” Nixon is the lead speaker at Firm of NOW, an international touring conference that delivers the latest research and thoughts on practical steps and necessary tools needed to create a leading accounting firm.

Lyn Barr

Lyn has over 12 years of experience as a Corporate Controller for a mid-sized communications company. She currently works for Informed Systems, Inc., an Intuit Solution Provider as well as a Microsoft Gold Partner, and has over 3 years of experience as an Applications Consultant specializing in QuickBooks, QuickBase and Dynamics GP. Areas of expertise include implementation, training, custom reporting, and integrations. Lyn holds multiple certifications from both Intuit and Microsoft, including QuickBooks Enterprise Solutions, QuickBase, GP Installation & Configuration and SQL Implementation & Maintenance.

Hector Garcia

Hector is a passionate trainer and consultant who loves helping small businesses grow and sharing best practices with colleagues. He works and Lives in Miami, FL. Hector has a postgraduate degree in Accounting, a Masters Degree in Finance, and a Masters Degree in Taxation from Florida International University. He was selected a top 40 under 40 Accounting Professional by CPA Practice Advisor in 2015, and a Top 100 QuickBooks ProAdvisor by InsightfulAccountant.

Todd O'Boyle

Todd O'Boyle (@oboyle) is a co-founder and CTO at Percipient Networks,
an Allied Minds company. Prior to Percipient, Todd spent 15 years at The MITRE Corporation, providing technical support to the combatant commands, NATO, DISA, and the intelligence community. He also served as principal investigator for a project developing methods to improve how operators respond to adversaries. Todd also researched software protections used by adversaries, approaches to discover malicious insiders, profiling network flow data to identify adversary activity, and computer forensics. Todd has a Bachelor of Science, Computer Science from Purdue University.

Stacey Byrne

Stacey Byrne (@SLByrneCPA) is a practicing CPA with 25 years' experience consulting with a variety of small to medium-sized businesses including restaurants, construction companies, law firms, and not-for-profit organizations. She is the co-author of Restaurant Accounting with QuickBooks, with Doug Sleeter. Stacey has worked as a staff accountant at the Iacopi, Lenz & Co. CPA firm, and is the former director of finance for a management company where she oversaw accounting and payroll for multiple facilities, including a sports/entertainment arena, theater, ice rink, and ballpark. She is a former adjunct professor of QuickBooks at San Joaquin Delta College in Stockton, California.

Stacey holds several Intuit certifications in QuickBooks (Advanced Desktop, Advanced Online, and Enterprise). She is a certified Sleeter Group QuickBooks consultant and a certified Xero Partner.

Stacey holds a B.S.B.A. degree in Accounting from California State University, Stanislaus, and is currently in pursuit of her M.S. Ed. degree in Online Teaching and Learning at California State University, East Bay. She is also a member of several professional organizations, including the California CPA Society, Sleeter Group Consultants Network, and the Woodard Network.

When she is not writing, working with clients, or studying, you will likely find Stacey at a San Francisco Giants game or enjoying family time with her two sons.

Cameron Hendrick

For several years, Cameron Hendrick has been regarded as an expert in web-based technologies for the accounting profession. As the Vice President of Emochila, Inc. he oversees an operation that manages website development and maintenance for thousands of accounting firms across the country.

He brings knowledge in the fields of search engine optimization, online marketing, graphic design, and web applications for accounting practice management. He has consulted with more than 2,000 accounting firms individually on their web presence and how to optimize it.

Cameron holds a degree in Economics from Yale University, and has a background in commercial real estate. His interest in web-based technologies sprouted as a hobby and has evolved into a profession

Ingrid Edstrom

Ingrid Edstrom is a self-described bookkeeping nerd, and CEO of <a href="http://www.Polymath.com" target=" Polymath LLC in Ashland, Oregon. Polymath's vision is to make the world a better place, built on a foundation of thriving small businesses. Ingrid loves doing this by taking topics that most business owners put on a scale from boring to terrifying and turning them into a fun and rewarding part of entrepreneurship. One of her favorite ways to do this is through the AskABookkeeper.com puppet show and other videos at Polymath.com.

Jennifer Warawa

Jennifer Warawa was born and raised in Kelowna, BC, Canada and owned a business there for over 12 years, providing consulting, accounting, and bookkeeping and marketing services to small businesses. Jennifer currently resides in Atlanta, Georgia and works for Sage as Global Vice President of Product Marketing for the accountant market segment and Sage Live. Jennifer has a passion for entrepreneurs, small business, public speaking, writing and helping others achieve their highest potential.

Mike Farrell

Mike Farrell is a community manager who works in Likeable Local’s NYC office. He is an avid reader, writer, and listener of hip-hop. Normally averse to referring to himself in the 3rd person, he thinks it is probably best for the purposes of a blog bio. Connect with Mike on Twitter: @mikefarrelldude.

Mike Michalowicz

Mike Michalowicz is the author of Profit First and other globally acclaimed business books. Mike is the founder of Profit First Professionals, an organization of accountants and bookkeepers who guide their clients to optimal profitability.

Margo Masri

Margo Masri has been running her own bookkeeping business since 2003. Margo takes pride in customizing her services to meet each client’s individual needs in order to give them a hassle-free experience. Consistency, reliability, and accounting knowledge are Margo’s strong suits, which helped her business to grow at a rapid rate. Enthusiasm for as much work as possible is why Margo exemplifies the role of Bookkeeper and takes it to a new level. Although her specialties include forensic accounting and real estate bookkeeping, she also holds many years
of experience in the virtual CFO sector of the industry. Margo holds a BA from Brooklyn College and is a QuickBooks certified ProAdvisor. You can reach Margo at margo.masri@margosbookkeeping.com.

Visit Margo at Margo's Bookkeeping to learn more about her business.

Scott Bonacker

Scott has 30 years of experience in Public Accounting. After graduation from college he worked in the Public Accounting Department of MFA Incorporated auditing farmers exchanges and grain elevators for three years before returning to Springfield, Missouri where he worked in a regional CPA firm. In 1987 Scott opened his own accounting practice, and joined McCullough and Associates L.L.C. in 1997. Scott has worked with QuickBooks accounting software since 1992, and is a QuickBooks ProAdvisor.

Sabrina Parsons

Since 2007, Sabrina Parsons has served of CEO of Palo Alto Software, a company that creates business planning and tracking technology for small businesses. As CEO, Sabrina is a staunch supporter of entrepreneurs and often mentors her small business customers on effective financial planning techniques.

Veronica Ramirez

Veronica Ramirez is a staff writer at NerdWallet, which provides clarity around decisions that help you start or grow your small business. We provide clear, unbiased information, entrepreneur-focused advice and tools for small-business loans, tax and legal issues. We also connect you with experts who can answer questions about growing your small business.

Dan Giuliante

Dan Giuliante is an Accounting Services Semi-Senior at Grassi & Co. Dan works with clients across a broad range of industries and demonstrates his expertise in cloud based systems and implementation of accounting services. He also provides clients with financial reporting, auditing, preparing financial statements and analysis, tax projections, tax returns, consulting, monthly accounting, and bookkeeping services.

Dan actively writes articles for the firm newsletter and also participates in webinars. He helps train the firm staff members in applications and processes, and also helps train client staff members and new business start-ups. Dan plans to become a partner and expand his overall accounting knowledge so he can service a wider variety of clients.

To learn more about cloud accounting or to inquire about assistance in platform selection and implementation, please contact Dan at dgiuliante@grassicpas.com.

Bryan Cytron

Bryan Cytron is an account executive with Cytron and Company, known for helping companies and organizations improve their bottom line through strategic public relations, communications, marketing programs and top-notch client service. Bryan is also a published sports writer and has a sports blog, Cytrons Take.

Kate Jones

Kate Jones is a Sage Live Implementation Consultant at UK-based ITAS Solutions. A native of Wrexham, Wales, Kate is a Mathematics Graduate from Liverpool John Moores University with a keen interest in Data, Reporting and Analytics.

Sylvea Wong

Sylvea Wong said her first word at 18 months and hasn't looked back since. When she's not talking about Expensify, accounting tech, or marketing, you can find her onstage for open mic nights or karaoke

Paul Hamann

Paul S. Hamann is an expert on Reasonable Compensation for S Corp and Small Business Owners. Paul is President of RCReports, a software application that determines reasonable compensation for S Corp and Small Closely-Held Business Owners. RCReports is used by tax and financial advisors when they need to determine a reasonable compensation figure for a client.

Charles Crabtree

Charles Crabtree, accounting channel representative at Bill.com, works with accounting firms and bookkeepers to bring AP and AR processes the cloud. He can be directly reached at ccrabtree@hq.bill.com.

Mario Nowogrodzki

Mario Nowogrodzki is an information systems consultant and instructor. He is the founder and principal of Mendelson Consulting, which specializes in software solutions that maximize accounting and management information system processes to optimize operational and financial results.
Mario is a frequent author and instructor of accounting technology topics and a contributing author and speaker for Intuit, Accountex (formerly The Sleeter Group), and The Woodard Group. A leading figure on the national SMB financial software scene, Mario was a charter member of the Intuit Reseller Partner program and was selected to serve on the Intuit Solution Provider Advisory Council for three consecutive terms (longest ever tenure).
Mario is a Certified Public Accountant since 1992 and has the Certified Information Technology Professional (CITP) designation from the American Institute of CPAs. As an Advanced Certified QuickBooks ProAdvisor, Mario’s firm was recognized as ‘Killer VAR’ and ‘VAR Stars’, prestigious distinctions awarded by “Accounting Technology” magazine and “Bob Scott’s Insights” acknowledging commitment and character as a value-added-reseller. He was also selected as a ‘Technology Pacesetter’ by “Accounting Today” magazine recognizing reputation among peers and participation on advisory boards and speaker panels at industry events, and is a three-time recipient of the ‘Top Technologist’ award by the Sleeter National Consultants Network. Most recently, Mario was named to the “Insightful Accountant” ‘Top 10 ProAdvisor’ list, an exclusive list of prominent consultants honored for their accomplishments and leadership in the field of QuickBooks, and was named Top Integrations ProAdvisor out of a field of over 150,000 ProAdvisors worldwide.
In addition to working with end users and advisors, Mario and his firm provide consulting services to accounting firms and other businesses. Find out how they help enable success through technology, Mendelson Consulting. You may reach Mario at mario@mendelsonconsulting.com.

Karen Siewert

Karen Siewert is an Advanced Certified ProAdvisor, Certified Point of Sale Advisor, Intuit Solution Provider and Principal of the CertifiedQB Group located in South Burlington, Vermont. Karen has been working with software conversions and solutions for corporations and small businesses since the mid 80’s.

Chase McElroy

Chase McElroy is Director of Finance and Operations for Lettuce Apps. He graduated from the University of California, Santa Barbara with a degree in business economics with an emphasis in accounting. He has more than five years of experience in managing accounting and financials for startups and growth-stage companies. He's a founding partner at Lettuce Apps, an order and inventory application for online retailers and wholesalers.

Pamela Rozsa

Pamela Rozsa, founder of PWR Resources, has been assisting the solo, small and mid-size law firms with a full range of issues on the business side of practice management for more than twenty-five years. Pam deals with issues of workflow improvement, technology, law firm accounting, and trust accounting compliance. She understands the attorney’s need to be more productive, work more effectively, and accelerate the timeline from service delivery to collection of fees and expenses. Pam is a Certified QuickBooks Pro Advisor, a channel partner with several cloud-based law practice management applications, and a strategic advisor on law firm accounting for CosmoLex, Clio and Zola Suites. Pam welcomes email inquiries, Pam@PWRresources.com

Blake Oliver

Blake Oliver is an independent accountant, consultant, and blogger specializing in cloud accounting technology. He's also a Xero Ambassador for the U.S. West Coast Region.

Previously, Blake served as Director of Technology and Marketing for HPC (formerly Harshman Phillips & Company), a top virtual accounting firm that was also one of the first Xero Platinum Partners in the United States. Before joining HPC, Blake founded Cloudsourced Accounting, an online bookkeeping and cloud integration firm that grew to serve hundreds of clients. Cloudsourced Accounting was acquired by HPC in 2015.

Blake holds a Bachelor of Music degree from Northwestern University, where he majored in cello performance. He lives in Los Angeles with his wife, son, and Jack Russell terrier. You can also find Blake on
Twitter, LinkedIn, and Facebook.

Joanie Wang

Joanie Wang is the Marketing Lead at Expensify. When she’s not writing microcopy, talking to partners, or planning events, you can catch her listening to John Mayer or eating a Rice Krispie treat.

Ed Kless

Ed Kless is the senior director of partner development and strategy at Sage. He has spoken to and consulted with thousands of professionals worldwide. His radio show, The Soul of Enterprise, with his co-host Ron Baker, is heard on VoiceAmerica every Friday at 4pm ET/1pm PT. You can subscribe to the show as a podcast at http://thesoulofenterprise.com/itunes.

Sam Saab

Sam Saab is President & Founder of DPS Consulting, LLC and Results Software, LLC. Offering more than 25 years of experience in Information Technology consulting and software development, Sam is a recognized pioneer in the Customer Relationship Management (CRM) industry as well as a thought leader in Business Information Management technologies. Sam is a national speaker and published author on CRM and Business Information Management topics including: Business Growth Strategies, Effective Business Development & Sales Force Automation, Leveraging Virtual Offices, Streamlining Business Processes & Workflow, and Gaining a Competitive Advantage. Reach him at http://www.SamSaab.com

Gabrielle Fontaine

Gabrielle Fontaine ia a freelance professional bookkeeper, trainer and consultant who facilitates financial peace of mind for independent professionals and fellow bookkeepers. She believes the keys to success are maximized cash flow and win-win relationships. For more actionable advice on the adventures of running a virtual freelance bookkeeping business, visit her popular blog, The Freelance Bookkeeper

Deborah Sweeney

Deborah Sweeney is the CEO of MyCorporation.com. MyCorporation is a leader in online legal filing services for entrepreneurs and businesses, providing start-up bundles that include corporation and LLC formation, registered agent, DBA, and trademark and copyright filing services. MyCorporation does all the work, making the business formation and maintenance quick and painless, so business owners can focus on what they do best. Follow her on Google+ and on Twitter @mycorporation.

Geni Whitehouse

Geni divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley and writing, speaking, and tweeting about what some might consider nerdy subjects. She is a co-founder of Solve Services, which provides remote bookkeeping services to companies in the wine industry. As a former partner in a CPA firm, two-time software company executive, and recent CMO of a tech startup, she has a passion for applying technology to solving business problems. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. She is a member of the TEDxNapaValley organizing committee and was the first speaker at their first TEDx event in 2011. Geni is the author of “How to Make a Boring Subject Interesting : 52 ways even a nerd can be heard” which is available on Amazon.com.

Joy Ugi

Joy Ugi writes about restaurant technology, operational efficiency, and food purchasing trends for Orderly - the #1 restaurant app for paperless invoicing, painless inventory, and online ordering.

Julie Lubetkin

Julie Lubetkin is Vice President of Strategic Partners at Bill.com. Julie is an expert in helping accounting professionals grow and expand their practices. She provides thought-leadership and sensible advice to help practitioners invite innovation into every aspect of their firm. Prior to Bill.com, Julie worked at Intuit, leading the customer insights team and, earlier, led the accountant payroll marketing team within the Employee Management Solutions division. Julie arrived at Intuit after the company acquired PayCycle, where she was the marketing director for the accountant business. She holds an MBA from Stanford University, an MA in Education from Stanford University, and an AB from Princeton University.

Paul Foery

Paul Foery is manager of Insurance Services at Insperity. An executive specializing in insurance services and payroll for 30 years, Paul is also a licensed insurance broker.

Sholto Macpherson

Sholto Macpherson is an independent analyst in online accounting software based in Sydney, Australia. He has covered the rise of online accounting software since June 2011 on DigitalFirst.com, a blog about the latest accounting technologies for accounting firms and small business. Sholto has worked as a business technology journalist for magazines, newspapers and websites since 2000.

Reesa McKenzie

Reesa McKenzie is the owner of AbilityBooks Bookkeeping and Tax. As a degreed accountant, she has spent over 14 years working with the small business market. Reesa became a self-proclaimed “QuickBooks Evangelist” in 2009 after starting her own business, which specializes in QuickBooks training and consulting. She is an Advanced Certified ProAdvisor and member of the Intuit Trainer/Writer Network for Accounting Professionals. She has presented training courses for Intuit, both in person and in webinar format. Reesa is coauthor of the updated 2014 Intuit ProAdvisor Program QuickBooks Desktop Certification training course and is passionate about helping her peers understand and be successful supporting QuickBooks and QuickBooks Online. Connect with Reesa on LinkedIn, Twitter, or Google Plus. You can also join her LinkedIn group for accounting professionals who “work from home” or are sole proprietors looking for interaction with others in the same situation.

Cindy Schroeder

Cindy Schroeder is the owner of Bright Bookkeeping LLC. She is an Advanced Certified QuickBooks ProAdvisor, an alumni member of Intuit Council Advisory Board, and a Certified Sleeter Consultant. Cindy has proven her in-depth knowledge of QuickBooks and is passionate about using her expertise to help businesses succeed and grow. She specializes in cloud-based bookkeeping solutions for service-based businesses. Cindy also believes in helping others and has founded Bookkeeping Buds, a Bookkeeping Community to share ideas with each other. She was named by Intuitive Accountant as a Top 100 ProAdvisor for 2015 and named to Intuit's Top 20 Firm of the Future List. She is a proud graduate of Northern Illinois University and resides in the Chicago suburbs with her husband Pete and two cats. In her free time Cindy enjoys spending time with her family, traveling to warm places—especially Disney World and Disneyland—and tap dancing.

Tim Hughes

Tim Hughes is a Certified ProAdvisor and is Advanced Certified in Bill.com. He has a BA in Finance from Cal State University of Fullerton, and an MBA from Thunderbird (Top International Biz School in the US). He has gained corporate experience at Toshiba America, General Motors/Hughes Aircraft, and William Morris Agency (now WME). He is founder of Virbo, LLC (www.virbo.net) an outsourced accounting and coaching company (all done virtually) helping small/mid-sized companies increase profitability and get results.

Fran Reed

Fran Reed has over 35 years of professional experience in accounting, financial analysis and reporting. Her creativity and innovation has put her in the forefront of numerous software conversions and business process redesigns. Her innovative solutions have saved clients countless hours of tedium transferring data from one system to the next. Fran is a QuickBooks Advanced Certified ProAdvisor, Excel Expert, has a MBA from Pepperdine University and a BS in Accounting from Cal State Northridge. See her web site at http://www.freedupsolutions.com/. When on her own time, Fran loves riding her bike around the SF Bay Area. She and her husband actively participate in local mission efforts focused towards folks in recovery from drug, alcohol, and other addictions

Rick Richardson

Rick Richardson is managing partner of Richardson Media & Technologies LLC, a multi-media and strategic technology consulting company. Prior to forming his current company, he had a 28-year career in technology with Ernst & Young, the last twelve years of which he served as National Director of Technology. Rick has been named to the “Technology 100” – the annual honors list of the 100 key achievers in technology in America and honored by the American Institute of CPAs with two lifetime achievement awards for his contributions to the profession in the field of technology. He has been named as one of the “Top 100 Influential People in Accounting” by Accounting Today magazine. In 2012, he was inducted into the Accounting Hall of Fame by CPA Practice Advisor magazine. He is a sought after speaker around the world, providing his annual forecast of future technology trends to thousands of business executives, professionals, community leaders, educators and students.

Jason Blumer

Jason Blumer founded Thriveal in 2010 as a way to help small CPA firm owners connect. Since that time, Thriveal has helped many small firms grow by providing a community, coaching services, webinars, and live events. The newest offerings include a Lab for experimentation and an Academy for continuing education for CPAs. An Incubator for new firms is in the works. Deeper Weekend is the annual live event by Thriveal.

Jason is also the Chief Innovative Officer of his firm, Blumer & Associates, CPAs. The firm was one of the first to move from a traditional office to a virtual environment, where his team serves creative agencies only. Jason leads a team that works in a Results Only Work Environment. He focuses heavily on business coaching, while his team meets the technical and compliance needs of the customer.

Jason is the co-host of two podcasts, the Thrivecast and The Businessology Show, and speaks and writes frequently for CPAs and creatives, his firm’s chosen niche. He has been honored as one of the 40 under 40 in the profession (CPA Practice Advisor) as well as one of the Top 100 Most Influential People in Accounting (Accounting Today). Recently, Jason was featured in the Challenger's Almanac along with Jessica Alba; Neil Blumenthal, founder of Warby Parker; Simon Sinek; and other leaders. Jason loves to watch documentaries on just about anything and is working on his personal bests in Crossfit several times a week. He lives in Greenville, SC with his wife and their three daughters. Stay connected with Jason by signing up at JasonBlumer.com.