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 writing for the Accountex Report (formerly the Sleeter Report) since 2011. He retired from accounting and QuickBooks activities in early 2018.
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.
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.
Randolph P. (Randy) Johnston, MCS has been a top rated speaker in the technology industry for over 40 years. He was inducted into the Accounting Hall of Fame in 2011. He was selected as a Top 25 Thought Leader in Accounting from 2011-2018. His influence throughout the accounting industry is highlighted once again this year by being a recipient of the 2017 Accounting Today Top 100 Most Influential People in Accounting award for the 14th 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. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His wife and four children enjoy many experiences together including theatre, music, travel, golf, skiing, snorkeling and model trains. Randy's experience as a college instructor, management and technology consultant, and advisor to the profession will be obvious to attendees at his conference presentations.
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!”
Complete Business Group helps small businesses purchase the RIGHT QuickBooks product at the lowest price and offers a team of experts to provide high level customer service so that they use QuickBooks® the way it was intended. With the many offerings from online to desktop we understand the benefits and limitations of each option to help you find the right solution. We have a team of certified ProAdvisors located all over the US ready to support you remotely or locally.
Carrie Kahn, CPA, the founder and CEO of Complete Business Group, has been helping small businesses purchase the RIGHT QuickBooks product at the best price and offers a team of experts to provide high level customer service so that they use QuickBooks®the way it was intended.
Carrie has been supporting and selling QuickBooks since Dos V1. She has been an Advanced Certified ProAdvisor since 2002. She joined the Intuit Reseller Program in 2008. In 2015 she launched the Complete Business Partner Program
mentoring ProAdvisors in selecting the best QuickBooks products for their clients at best pricing for their customers. She is very involved in the QuickBooks community providing extensive resources for ABBO Facebook group , Scaling New Heights, School of Bookkeeping, CPA Academy, Intuit’s Firm of the Future, and CBG Blog. Carrie is a lead QuickBooks Author for the Accountex blog. She was named Insightful Accountant’s Top 100 ProAdvisor every year since 2014 and was Insightful Accountant’s 2017 Social Media Resources ProAdvisor. She currently serves on the Intuit Reseller Program Council. CBG has been in the top 10 Intuit Premier Resellers (IRPs) since 2012 and currently is ranked #1 in the East. She is currently serving on the IRP Council. Carrie’s company, CBG was named Partner Program of the year for 2017.
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.
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.
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 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 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.
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.
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.
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 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. You can connect with Judie on LinkedIn and
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.
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 [email protected] and visit his blog, www.absolutecytron.com.
Nellie Akalp is a passionate entrepreneur, small business advocate, and mother of four. She is the CEO of CorpNet.com, a trusted resource for Business Incorporation, LLC Filings, and Corporate Compliance Services in all 50 states. CorpNet also offers business dissolution services. Nellie and her team recently launched a partner program for accountants, bookkeepers, CPAs, and other professionals to help them streamline the business incorporation and compliance process for their clients. More info at: CorpNet.com/Partners.
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 [email protected] or 416-410-0750.
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.
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.
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 the spirit of entrepreneurial success, Mathew also recently co-founded Neuland Alliance, a transatlantic consortium of specialists dedicated to serving global entrepreneurs in their U.S. expansion. When he’s not in the office or on the road, he’s in the studio as a choreographer for Left Side Labs. But business doesn’t stop in the boardroom, as Mathew’s dance company is currently building ARTSLAB, a six-month Arts Entrepreneurship Incubator Program focused on educating creative entrepreneurs and bridging the gap between business and the arts.
Diane L. Yetter, CPA, MST, 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, which 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. She also regularly partners with other advisors to help them serve their clients.
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 various publications, 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. She has also appeared as an expert witness.
Diane is a member of the AICPA, Chicago Tax Club, Chicagoland Chamber of Commerce Taxation Committee, 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 Past 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 Top 100 Most Influential People in Accounting for 2011, 2012, and 2017. Her Twitter handle, @salestaxinst, is also one of Forbes Top 100 Tax Twitter Handles for 2018.
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.
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.
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.
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."
Amanda Aguillard decided to become a CPA when she was 16, and never looked back. She started Aguillard Accounting LLC in 2012, committed to running a cloud-based practice from anywhere in the world.
In 2017, she co-founded Bluewire Strategy, a consulting group that empowers traditional accounting firms to fully embrace the cloud using process and technology. She has been a Hubdoc Top 50 Cloud Accountant for the last two years. She was the Xero Evangelist of the Year in 2016 and used her experience as an instructor of the Xero Certification course to co-found Elefant, a continuing education company for accountants and bookkeepers.
While she holds a Masters Degree in Taxation from the University of Denver, she would much rather help other advisors leverage technology to build their dream practices. She regularly speaks at state CPA societies and industry technology conferences like Clio Cloud Conference and Xerocon. She spends any spare time cooking for her two kids and reading historical fiction. She is slightly obsessed with Penzey’s Spices and Chris Thile.
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 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 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 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.
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.
Jess Scheer is an award-winning business journalist who began covering the accounting profession in the late 1990s.
Jess currently serves as the executive editor of Accountex, the largest online community connecting accounting technology providers and owners of small to midsize accounting firms. The Accountex blog is read by north of 65,000 accountants per month; an annual trade show in the Fall serves as the must-attend event for those who are in search of technology to enable better and more profitable performance.
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.
Salim Omar has spent the last 20 years uncovering the keys to success of any CPA firm.
He’s used his financial expertise and his own struggles in the early years of starting and growing his CPA firm as a springboard for understanding the success principles that create accounting firms that are profitable, respected and fun for their employees.
Feeling unfulfilled and tired of corporate politics and a long commute, in 1996 Salim left a “cushy” corporate CFO position with a corner office to fulfill his mission of starting his own CPA firm.
He soon found out that this was no easy task, and he struggled with low-paying clients, poor cash flow, and a high employee turnover.
After going $100,000 into debt, Salim made it his mission to transform his struggling practice into a highly profitable, 12+ person firm that it is today. Best of all, he works only a few days a week while his practice continues to thrive.
Salim is considered by many as the #1 advisor and thought leader for accounting firms. His company, CPA Marketing Genius, helps practitioners avoid the same pitfalls he encountered, and to create their own lifestyle practice.
He has authored popular books such as, The Million Dollar CPA Firm, and The Ultimate CPA Practice in the New Economy. He has been featured in a range of prestigious publications such as The CPA Journal, Financial Advisor and Wealth Manager and on the cover of Accounting Today.
Kate Jones is the Lead Sage Live Implementation Consultant at UK-based ITAS Solutions, an Award Winning Sage Implementation Partner. A native of Wrexham, Wales, Kate is an AAT Qualified Mathematics Graduate from Liverpool John Moores University with a keen interest in Data, Reporting, and Analytics. Kate has worked with many Sage Products including Sage 50, Sage 200, and Sage Live.
Chris Horner is the Managing Editor of Accountex Report. Chris was formerly the editor of the newsletters The Controller's Report and Managing Credit, Receivables & Collections, both published by The Institute of Finance & Management (IOFM). He also authored and edited numerous articles and reports for Diversified Communications' The Accounts Payable Network (TAPN) and The Accounts Receivable Network (TARN).
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 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.
Shafat Qazi is CEO and Founder, BQE Software. Shafat founded BQE in 1995 to simplify the lives of millions of service professionals. An engineer by trade, he was acutely aware of the pain professional service firms endure when it comes to billing, accounting, time tracking, and project management. He created the original BillQuick in his garage. Two decades later, as he oversees a global enterprise, Shafat has never forgotten his roots and BQE remains at the vanguard of customer-driven innovation.
Shafat holds a Master's in structural engineering from the University of New York and a Bachelor's degree from the National Institute of Technology (NIT). When he's not working on a new invention, he enjoys flying planes and traveling. So far, Shafat has visited 51 countries and plans to visit at least 50 more.
BQE Core sets the standard for billing, time & expenses, project management, and accounting software for professional services. Made by award-winning BQE Software, it gives professionals the speed, flexibility, and visibility they need to accelerate productivity, boost profits, and spend more time doing what they love. Core boasts comprehensive dashboards, native mobile apps, in-depth reports, a bevy of customizable features, and a revolutionary pricing structure. To learn more about BQE Core or schedule a walk-through demonstration today, click here. here.
Rhondalynn Korolak is the founder of businest® and Make the SHIFT™. 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 financial pain... businest® fixes it.
Rhondalynn practiced as a lawyer and chartered accountant with PWC in Calgary, Alberta, and she is also a 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 you can apply in your accounting or bookkeeping practice 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, Sales Seduction, and the Make The SHIFT™ advisory services training model. Rhondalynn can help you put strategies in place to grow your practice and ensure that your clients would never think of going elsewhere.
Jared Hecht is the CEO of Fundera, an online marketplace for small business loans. Prior to Fundera, Jared co-founded GroupMe, a group messaging service that was acquired by Skype in August 2011, and subsequently acquired by Microsoft in October 2011. Jared currently serves on the Advisory Board of the Columbia University Entrepreneurship Organization and is an investor and advisor to startups such as Codecademy, SmartThings, and TransferWise.
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 [email protected]
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.
David Furth is President and Co-founder of Leap the Pond, a leading provider of Sage Intacct-based accounting solutions for growing organizations. Leap the Pond delivers Sage Intacct solutions to growing organizations with BIG plans. Leap the Pond's team averages more than 20+ years of experience with accounting and operations. Each consultant leverages this experience to help customers drive improved performance, streamlined processes, and real-time metrics. Since 2008, Leap the Pond has led more than 350 successful projects for nearly 300 organizations.
David has spent the majority of his career at the intersection of technology and business, working with companies on process improvement and software implementations in accounting, budgeting and forecasting, procurement, and supply base management. He has provided strategic guidance to founders and CEOs – consulting to companies, ranging from early stage and angel funded start-ups, to established market leaders.
As President of Leap the Pond, David is responsible for overall company operations and leads the marketing and sales functions. David holds an MBA from NYU’s Stern School of Business and B.S. in Civil Engineering from Lafayette College. Contact David at [email protected] or 1 (203) 361-9200 or join the conversation on Twitter or LinkedIn.
Mark Wickersham – Chartered Accounted, public speaker, and #1 best-selling author – is known as the most sought after profit improvement expert in the accounting community. Mark is a widely published author on practice issues. In May 2011 his book, Effective Pricing for Accountants, was a number 1 Amazon bestseller.
He is the author of A Practical Approach to Value Pricing and How to Build a Successful Bookkeeping Business. He is also the creator of "Price Consulting: Changing clients' lives the fast way by helping them price more profitably."
Mark has a monthly live training program where you can join him to learn value pricing and get your questions answered. This is completely free and you can register your complimentary place here. When you register here you will also get the opportunity to purchase his books at a special price.
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.
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.
Victoria Greene is a brand consultant and freelance writer who runs her own blog at victoriaecommerce.com. She aims to empower start-up owners and give them the advice and courage they need to start their own online business.
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.
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.
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/
Joel Oliver is CEO of MyFirmsApp™, a global FinTech company widely recognized as the world leader in App and mobile technology in the Professional Service sector. The firm provides a mobile branded presence for those wanting to engage with their clients, prospects, partners, and team members via their Smartphones. MyFirmsApp has written The Connected Accountant guide, which is essential reading those who want to make sense of the increasingly mobile world and how it is reshaping the way in which accountants and their clients connect, collaborate, and communicate.
MyFirmsApp gives accountancy firms an affordable branded presence in the mobile world on the devices of their clients and staff. The App platform provides a suite of compliant and approved tax tools, calculators, mileage and income trackers, receipt management, finance news, calendars, and push notifications that make direct communication easier. Integration with popular accounting software ensures accountants are giving their clients the tools they need to succeed in an increasingly digital landscape.
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 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.
Sean T. Egan is co-founder and Managing Partner of
iLease Management LLC and is responsible for the overall corporate governance and strategy of the company. Sean retired from the accounting and advisory firm of KPMG LLP in 2008 after having spent 35 years with the Firm. Among his responsibilities while at KPMG were Managing Partner of the Hartford, Connecticut office and Partner in Charge of the Firm’s Northeast Real Estate Practice. His client responsibilities were focused in the financial services area and his clients included major national and regional financial services firms. From 2008 until 2010, Sean was Senior Vice President of a major technology company where he had overall responsibility for two of the company’s technology solutions for real estate managers and commercial and residential lenders. He holds a Bachelors degree from Fordham College.
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.
Blake Oliver is a cloud accounting expert, blogger, and manager at Armanino LLP, the largest California-based consulting and accounting firm and a top 25 firm nationwide. In 2012, Blake founded Cloudsourced Accounting, an online bookkeeping company that was one of the first Xero Platinum Partners in the United States and grew to serve hundreds of clients in under three years. Cloudsourced Accounting was acquired by HPC in 2015. Blake joined HPC after the merger, serving as Director of Technology & Marketing. He then worked with Xero as a Xero Ambassador for the West Coast of the United States prior to joining Armanino. 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 find Blake on
Twitter, LinkedIn, and personal website.
Ian Vacin is Co-founder, VP Education & Partnerships, Karbon. With over 25 years of experience in technology and over 15 years of leadership experience in the accounting industry at Karbon, Xero and Intuit, Ian is passionate about helping accounting professionals be as successful as possible in order to positively impact the small businesses that they serve. In 2016, he was named 'Top 20 under 40' by CPA Practice Advisor. Ian can be reached at LinkedIn and Twitter.
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.
Constantina Kokenes is an SEO & Content Specialist at
Kabbage, a fully-automated lender for small businesses. She holds a Master’s degree from Northwestern University. She has been featured in The Huffington Post and 360 Advertising Weekly.
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.
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 member of the Intuit Trainer Writer Network. 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 community for bookkeepers to share ideas and get support. She was named by Intuitive Accountant as a Top 100 ProAdvisor for 2018 and was named to the Most Powerful Women in Accounting List by CPA Practice Advisor. She is a proud graduate of Northern Illinois University and resides in Winter Garden, Florida with her husband Pete and two cats. In her free time Cindy enjoys spending time with her family, having fun at Disney World, and tap dancing.
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.
Being a Learning and Development Specialist at TSheets by QuickBooks allows Jake to do the two things he does best: run his mouth and design graphics and training materials. Jake came to TSheets from the creative industry, and in his two years at TSheets he has seen the company grow from a startup to an Intuit company. When he is not training new hires, he can be found in nature doing any and all sunburn-related activities.
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.
Mike Page is Head of Product Management and Customer Experience strategy at MyFirmsApp™, developers of the largest global App platform for accountants. As a qualified accountant himself, Mike appreciates the challenges faced by the profession in a world where always-on clients are demanding instant answers and he firmly believes that Apps can help put accountants at the heart of their clients’ mobile lives.
As App stacks and App Add on Communities grow, the role of MyFirmsApp as the leading App integrator for accountants will become increasingly critical. Mike's goal is to put an App in every accounting firm in the world.
Ingrid Edstrom is a self-described bookkeeping nerd, and CEO of 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.
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 is Director of Communications & Editorial Content at at the Association for Financial Professionals (AFP).
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.
Dr. Kasthuri Henry, PhD, CTP, Six Sigma Black Belt, is President of KasHenry Inc. Henry is an experienced CFO and Financial Management Consultant whose experience includes the following: CFO at Chicago Teacher’s Pension Fund, Regional CFO at Aon Risk Services, Vice President of Continuous Improvement for the University Division at Career Education Corporation, Sr. VP of Planning and Analysis at HSBC Consumer/Mortgage Lending, and global treasury consultant at Hospira Inc.
Henry is a Visiting Professor at Southern Illinois University Public Sector Management, DeVry/Keller Graduate School of Management, and North Park University. She teachers Becker CPA program courses at DeVry and Keller Graduate School of Management. She currently serves as faculty member for AFP continuing professional education.
Her contribution at Aon Risk Services and her dedication to education through various institutions was recognized by the Institute of Management Accountants, which named her the recipient of "Financial Executive of the Year Award 2006" for the Mid-America region. Henry’s professional affiliations include Governmental Finance Officers Association (GFOA), Association of Financial Professionals (AFP), and Treasury Management Association of Chicago (TMAC). She recently received the “Award of Financial Reporting Achievement” from the Governmental Finance Officers Association (GFOA) of the United States and Canada for her achievements in FY 2015.
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.
Itzik is considered a global leading authority on Networking, Relations Capital, and Global Expansion. Itzik is a sought after International professional speaker, trainer, business mentor, attorney-at-law, and accountant. He is also the bestselling author of "The Attention Switch."
Itzik helps accountants, service professionals, business executives, entrepreneurs, and associations create and maintain a successful and strategic relationship — Switch Relation to Revenue and Results to aid their business and expand globally. Itzik does so by providing public speaking, training, and personal mentoring through online and offline programs via The SWITCH® — the global community for professional to SWITCH their relations to Referrals+Revenue+Results; Stand-out & Grow; Power Networking Academy™; and consulting and execution services.
Itzik has delivered hundreds of keynote presentations and executive briefings and trained and mentored thousands of professionals in more than 64 countries.
His keynote presentations, training, and business mentoring combine in an interactive way practical knowledge with unique how-to's and unforgettable stories.
Itzik has shared the stage with the world’s premier thought leaders, including Sir Richard Branson, Les Brown, Darren Hardey, Mark Victor Hansen, Steve Wozniak (Apple co-founder), Marianna Williamson, Chris Gardner, Robert Kiyosaki, Nick Vujicic, and Tom Hopkins.
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.
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, [email protected]
Sara Laidlaw, owner of Accounting Services Bureau Inc., specializes in nonprofits and is the developer of TBX Trial Balance Exporter. By the mid 1980s, she was an accountant by day and restoring exotic cars by night. When informed that Price Waterhouse was closing her write-up department, she bought it. When challenged by a shipping company to find a program for International Longshoremen's Association (ILA) payroll, she wrote one and started a payroll company. Somewhere in her accounting journey, Sara became known as the local nonprofit guru, leading to nonprofits becoming 90% of her client base. With remote access, her clients are all over the US. When told that QuickBooks doesn’t export a trial balance by class or period, she wrote a utility that does just that. Lesson? Just don’t tell her that she “can’t” and get used to hearing “why not?” Sara’s purpose and passion lies in helping clients improve business processes in the most efficient and painless manner. She’s valued for her no-nonsense, down to earth approach to solving problems.
Author and award-winning instructor Jeff Lenning, CPA, loves helping accountants use Microsoft Excel more efficiently. His Excel articles have been featured in industry publications such as the Journal of Accountancy, and he is a Microsoft Certified Trainer. He provides online Excel training at excel-university.com.
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.
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.
Ryan Corlett is the General Manager of webexpenses, a fast growing global expenses management software provider. With an extensive background in account management, Ryan joined webexpenses in 2015 to open up the Australian division. The growth in this region led to further expansion into North America. Ryan now oversees both the APAC and North American divisions focusing on the continued expansion of both markets while also being part of the senior leadership team globally. With offices in the UK, Australia, and North America, webexpenses software is used by over 800 organizations in 70 countries throughout the world.
Meredith Wood is the Editor-in-Chief at Fundera, an online marketplace for small business loans that matches business owners with the best funding providers for their business. Specializing in financial advice for small business owners, Meredith is a current and past contributor to Yahoo!, Amex OPEN Forum, Fox Business, SCORE, AllBusiness and more.
Diane Lucas is passionate about helping business owners and industry colleagues simplify their businesses with systems that are effective and innovative. Diane’s passion for the accounting industry has helped her to excel in her field. Diane was attracted to explore the world of cloud solutions when Intuit introduced QuickBooks Online to Australia in 2013.
She became the first Australian Certified ProAdvisor of QuickBooks Online, and soon after became a Member of the Intuit Trainer/Writer Network. Further recognition of her skills was received in 2015 when Diane became the first Australian to make the Top 100 ProAdvisor list. This accolade had previously only been open to USA Intuit ProAdvisors. As recognition of the growing international momentum of the QuickBooks Online software, nominations were opened up to Global Advisors. Diane has been a Top 100 ProAdvisor the last three years and in 2016 was The International ProAdvisor of the Year. Further recognition of her achievements are the Australian Accounting Awards, and the Women In Finance Awards – Diane won the 'Bookkeeper of the Year' category in both events in 2017.
Diane's business, Direct Management, specialises in helping to "Simplify Business" – specifically using cloud-based solutions wherever possible. That is why Direct Management is known as "the Bookkeepers Accountants want you to use." Helping small business owners and operators learn how to effectively use technology in their business is paramount to creating business efficiencies. Diane operates a training room from the Direct Management office where businesses can come to learn more about using their accounting software more efficiently and apply these learnings to their own businesses. Diane’s passion for cloud technology as a tool to enhance business processes has prompted her to create a Facebook group called "Cloud Storm." Cloud Storm is a platform where financial professionals and software partners can come together to learn from and assist each other. It is software agnostic, and as the name suggests, only about cloud-based software and financial industry businesses interested in transitioning to the cloud.
Diane can be reached at Twitter.
Andrew has spent more than a decade helping businesses leverage technology and empower people to work smarter. Starting out in information systems, he has explored different facets of how people engage with tech — as a UX designer, digital strategist, and systems architect. His current love is Digit Books, a business co-founded with a chartered accountant to improve business efficiency and teach financial literacy.
In 3 years, Digit has grown to be a leading Xero firm in Australia, recognized with many awards, including Australian Bookkeeping Firm of the Year and Xero Australian Bookkeeping Partner of the Year. It’s enabled him to travel, connect with business owners and peers, and indulge in musings over the future of the industry. Andrew loves travelling anywhere new — especially when it involves remote coastal trails, patchy phone reception, a few well-worn books, and a DLSR.
Connect with Andrew on @andrewerkins, or @andrew.erkins
Tomas Suros is Chief Solutions Architect at AbacusNext. He is a lawyer and technology advocate working at the intersection of law, IT, and client consulting. With AbacusNext since 2004, Tomas currently serves as Chief Solutions Architect, guiding firms through the process of identifying forward facing technology options and ensuring the successful implementation of a tailored solution. With a focus on practice automation and cybersecurity, he is dedicated to helping firms leverage technology to streamline their practice and protect their intellectual capital so they may remain focused on delivering the best possible outcomes for their clients. Tomas holds a bachelor of arts in English and History from Tufts University, a Juris Doctor from University of California, Hastings College of the Law, and is a licensed attorney in California.
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.
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.
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
Liz Herbig is a marketing manager for Sage Accountant Solutions and loves building marketing programs to help accounting professionals grow their practices. Liz recently relocated from Atlanta to Southern California and enjoys hiking, biking, and exploring her new home.
Carly Stockwell is the content and media director of www.collegefactual.com, a website that analyzes and reports on U.S. higher education data.
Ernie Humphrey currently serves as the CEO of 360 Thought Leadership Consulting. Ernie is a proven strategy and financial professional with 15+ years of experience. He has diverse industry knowledge as a seasoned corporate practitioner, a leader at the Association for Financial Professionals (AFP), and as a driving force behind the development of the largest online community for senior level financial professionals (Proformative). During his career he has supported and delivered thought-leadership in the arenas of finance, treasury, accounting, and related disciplines. Ernie has demonstrated success in building consensus, embracing change, driving results through innovation, business development, and community building.
Ernie has extensive experience in the areas of educational event development and execution, marketing, international cash management, global insurance, and acquisition integration. Ernie has a BS and MS in Economics, both from Purdue University. He has authored published articles on working capital management, acquisition integrations, and bank relationship management in addition to various articles dealing with professional development. Ernie is a Certified Treasury Professional and is a sought-after public speaker.
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.
Sally Perkins is a professional freelance writer with many years of experience across many different areas. She made the move to freelancing from a stressful corporate job and loves the work-life balance it offers her. When not at work, Sally enjoys reading, hiking, spending time with her family and travelling as much as possible.
Brian F. Tankersley
Brian F. Tankersley, CPA.CITP, CGMA (@BFTCPA, CPATechBlog.com) advises firms and companies on accounting technology issues. He has served as the technology editor for a major accounting industry publication, and currently teaches courses through K2 Enterprises for professional accounting organizations across the US and Canada and is a freelance writer. Brian and his family make their home in Farragut, Tennessee.
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.
Gary Kaplan’s desire for excellence shows in his training, experience, and the service he provides as a top-rated Boca Raton Accountant.
He completed his undergraduate degree and Masters in Accounting at Nova Southeastern University and his Masters in the Science of Taxation at Florida International University. Gary has been practicing as a Certified Public Accountant since 1997, attaining his expertise in all aspects of accounting, business and personal tax and strategic planning. He listens to each client and helps them achieve their own unique goals. Gary values educating others and giving back to his community: he has served as an Adjunct Professor of Accounting at Florida Atlantic University, and gives accounting presentations at St. Thomas University School of Law. He is also a Certified Specialist in Retirement Planning™ (CSRP). Gary is licensed to practice in Florida, Maryland, Utah, New York, and Washington D.C.
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.
Marjorie Adams is the President and CEO of Fourlane, Intuit’s #1 partner every year since 2010. Marjorie founded Fourlane in 2009 after years working in-house as a Controller for a large manufacturing company. Marjorie identified a market gap for consultants with both accounting expertise and deep understanding of financial software. She has led Fourlane through 8 years of sustained growth, and personally advised more than 3,000 companies.
An early adopter of the remote work movement, Fourlane was one of the first 16 fully-remote companies. Marjorie continues to be a thought leader around the topic of distributed workforces and remote collaboration.
Marjorie has been voted the Top QuickBooks ProAdvisor Nationwide for 6 years in a row, was named to the 40 Under 40 List by CPA Practice Adviser, and a top Austin-area CEO by the Austin Business Journal. She is the chair of the Intuit User Feedback Committee and a member of the Forbes Finance Council.
Marjorie is an alumnus of Santa Clara University. She lives in West Austin, Texas.
Eric Cutler joined AbacusNext as the CSMO in 2016. In addition to overseeing the sales, marketing, and channel departments at AbacusNext, Eric manages strategic partner relationships including Microsoft (Gold Partner), Veeam (Gold Partner), Intuit (authorized QuickBooks Pro/Premier/Enterprise cloud host, Intuit Reseller Partner (IRP), ProAdvisor managed services, Lacerte integration, QuickBooks integrations, QuickBooks Online integrations) Sophos and Skykick.
AbacusNext helps businesses with stringent security and compliance needs grow by providing Compliance-Ready™ turnkey technology solutions, allowing clients to leverage the power of cloud computing without the added challenges and expenses of managing complex IT infrastructures on their own. As an end-to-end solutions provider, its products and services portfolio includes virtual desktop (DaaS), private cloud, case management software (CMS), email hosting services, security endpoint protection, business continuity (BCP), and on-premise solutions. Since 1983, AbacusNext has delivered on-demand services to over 500,000 businesses worldwide, and is recognized by Forbes as one of America’s fastest growing companies.
Dave Sackett works as the Senior Director of Finance and Administration for ULVAC Technologies, Inc. ULVAC is a Japanese-owned, private company that manufactures and distributes semiconductor and vacuum technology equipment. He is an active member in the following groups: Financial Executives International (FEI), the CFO Leadership Council, and Vistage. Dave reads and contributes to reports on future technology trends in his role at ULVAC and also manages the Information Technology function.
Eran Rozenfeld is VP Sales & Operations, Priority Software U.S. Eran has been living and breathing ERP software for longer than he’d care to remember. A seasoned ERP specialist with a ton of hands-on experience, Eran’s a savvy ERP sales professional, with expertise in project management, process analysis and system implementation. He holds an MBA in Marketing from the UK’s Darby University and an undergrad degree in Economics from Bar Ilan University, Israel. Earlier in his career, Eran was Founder & CEO of Infobase Information Technology, a successful Priority ERP consultancy and implementation company. When time permits, Eran enjoys playing jazz guitar, sailing when he can and hiking. At home in Reston, VA, he’s an enthusiastic chef and baker, a budding karaoke star and he’ll never pass up a pillow fight with his two young boys.
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.
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.
Scott brings over 32 years of leadership experience and nonprofit expertise to his current position as VP of Accounting and Nonprofit Services at SUM Innovation.
After a rewarding enlistment in the US Air Force, Scott finished his degree work at Pace University and started his business career as a Financial Analyst at IBM. For the vast majority of his career Scott has worked in a wide-variety of nonprofit roles including Divisional Finance Director for the Philadelphia School District, Director of Finance and Administration for New York States largest member-supported nature preserve and Director of Operations for one of the premier transatlantic business organizations in the U.S.
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 [email protected]
Visit Margo at Margo's Bookkeeping to learn more about her business.
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 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 [email protected]
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 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.
Michael Valverde is a contributor at Gryfin Learning, an online resource dedicated to making the learning process efficient and enjoyable for those looking to acquire advanced professional certifications like the CIA, CISA, EA, CMA, and CPA exams.
Dan Aldridge, Managing Director, Priority Software U.S., has 20+ years of experience in ERP software consulting and sales. He is a LinkedIn Influencer for ERP Software and manufacturing. Dan is an avid blogger on several enterprise software business blogs like Panorama Consulting and Technology Evaluation Centers (TEC). He loves movies, particularly super hero films, so he has fun writing business blogs that weave in movie themes like his “Star Wars” and “Austin Powers” series on ERP software. In his professional life, Dan has helped dozens of companies with their ERP software implementations, including Flex (formerly Flextronics), Progress Rail (Caterpillar), Carrier, Siemens, Mercedes Benz, Snap-on Tools, Blue Bird Bus, and a host of other manufacturing companies. In his personal life, Dan likes to play basketball, tour NFL stadiums on his “bucket list” tour, coach his son’s flag football team (American football, not soccer), grill out, and hit the beach!
Karen is a professional bookkeeper who loves numbers and her job. She currently works for Balancing Books Bookkeeping and enjoys helping her clients. In her spare time, she spends time with her husband traveling and loves to read.
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
Kayleigh Alexandrais a content writer for Micro Startups — a site dedicated to spreading knowledge to help startups and microbusiness. Visit the blog for the latest inspiring entrepreneurial stories. Follow us on Twitter @getmicrostarted.
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
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.
Mary Ellen Biery
Mary Ellen Biery is a research specialist at Sageworks, a financial information company, where she produces content aimed at helping business owners and advisors make better financial decisions by giving them information they can understand and use. Her work is published on the company’s blogs and websites, as well as via other outlets, such as Forbes.com and numerous accounting and small-business news sites. She is the author of two recent Sageworks eBooks: Next-Level Accountant: Your Guide to Growing a Firm of Trusted Advisors and Tech Roadmap: Selecting the Ideal Solutions to Thrive in Business Advising. Biery is a veteran financial reporter whose work has appeared in The Wall Street Journal and on Dow Jones Newswires, CNBC.com, MarketWatch.com, Nasdaq.com and other sites.
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 [email protected]
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.
Kurt Kunselman is currently COO at AccountingSuite, a San Francisco cloud accounting and inventory solution for small businesses and the Accountants and Consultants that serve them.
Previously, he was a reseller for Sage, Intuit and SYSPRO integrating technology for growth companies to meet their long and short-term goals (Numi, Lagunitas, Perfect Fitness, Craigslist to name a few). Prior to his software and business consulting career, Kurt was the 30th employee at an IPO Software (QuadraMed) and an Accounting Analyst in Investment Banking at NationsBanc Montgomery Securities (now Bank of America Merrill Lynch).
Outside of his AccounTech and Investments career, Kurt has started his own internet music label (chameleon Music), 501(c)3 music charity (Peanut Butter and JAMMusic Sessions for Kids), and helped grow a disruptive music company (Independent Distribution Collective) with over 700 indie artist clients. Kurt is a board advisor of Agile BTS, former board member of Performing Arts Workshop, and Media Advisor for MIT-Stanford VLab.
Credentials for Kurt include an MBA in International Business and Consulting from CIMBA (Italy), a BS in Accounting from NAU, AICPA Exec Roundtable member, Solutions Selling Certification, Referral Selling Masters, Member of NAMM (National Association of Music Merchants), and http://MusicBiz.org member and contributor.
Janet Berry-Johnson, a contributing writer for Sageworks, is a freelance writer specializing in accounting, income taxes, small business and personal finance. She is a Certified Public Accountant, licensed in Nevada and Arizona.
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.
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.
Thomas Casey is Sr. Accountant Advocate, Sage Accountant Solutions. Thomas helps accountants, bookkeepers, and SMBs make informed business decisions through software and cloud technology recommendations and business and strategic consulting services. He is a business strategist with more than 15 years of developing go-to-market strategies for firms ranging from SMBs to multi-billion dollar, global corporations.
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
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.
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.
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.
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.
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.
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 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.
Losing her job in 2007 at a local CPA firm was truly a pivotal point in Joanne’s career. You know what they say — when one door closes, another one opens. The door opened to her accounting practice, “No Fuss Accounting Services,” the very next month. Over the past 9 years, Joanne has used her quirky and fun sense of humor, coupled with her natural talent for teaching, to develop a successful and growing accounting practice. Joanne learned early on the importance of establishing her brand locally as well as online. She taught herself how to market her services locally by networking, and also jumped online to dive deep into the world of social media to promote her practice and her personal brand. Joanne has hundreds of hours of webinars, video courses, books, blogs, and just good old trial and error under her belt from building her online brand.
“Be Socially Awesome,” Joanne’s social media strategy consulting business, was created organically as more and more of her clients, colleagues, and friends started reaching out for help with their social media burning questions and concerns. Joanne now works with mainly accountants or other service-based businesses in developing simple yet effective social media strategies to grow their brands online and convert those leads to clients.
Joanne has presented at conferences regional and nationally on a wide variety of social media topics. If you would have to pick the topic she is most passionate about, it would be using video in your online marketing to showcase your services, your personality, and tell your story.
In her “downtime,” Joanne enjoys spending time with her family, creating content for her lifestyle YouTube channel, watching her favorite TV shows, cooking, camping and playing softball. Joanne is also a techie geek and LOVES apps — especially those that help an accounting practice run more efficiently.
Joanne has a BS in Accounting from LeMoyne College, Syracuse, NY. She is an Enrolled Agent, Certified QuickBooks Proadvisor, and Intuit Premier Reseller. Joanne is a Contributing Blogger at BetweenWallandMain.Com and creator of the “Boost Your Practice” program for accountants, bookkeepers, and tax professionals.
Lou Friedman is Chief Revenue Officer at Bento for Business, an employee expense card provider with budget, usage, and vendor category limits controllable in real time via an app.
Darren Guccione is the CEO and co-founder of Keeper Security, Inc., creator of Keeper, the world’s most popular password manager and secure digital vault. Keeper is the first and only password management application to be preloaded with mobile operators and device manufacturers, including AT&T, Orange, America Movil and HTC. Keeper has more than 11 million consumer customers and the business solution protects more than 3,000 organizations worldwide.
Darren is regularly featured as a cyber-security expert in major media outlets including CBS Evening News, Fox & Friends, USA Today, ABC and Mashable. Darren was a panelist at FamilyTech Summit at CES 2017 and keynote speaker at Techweek Chicago 2015. In 2014, Keeper won the Chicago Innovation Awards and in 2016 won the Global Telecoms Business Awards with Orange for Consumer Service Innovation. Darren was recently named in the Chicago Top Tech 50 by Crain’s Chicago Business.
He started the company with extensive experience in product design, engineering, and development. At Keeper, Darren leads product vision, global strategy, customer experience, and business development.
Prior to Keeper, Darren served as an advisor to JiWire (now called NinthDecimal). NinthDecimal is the leading media and technology service provider for the Wi-Fi industry. He was formerly the Chief Financial Officer and a principal shareholder of Apollo Solutions, Inc., which was acquired by CNET Networks.
He holds a Masters of Science in Accountancy with Distinction from the Kellstadt School of Business at DePaul University of Chicago and a Bachelors of Science in Mechanical and Industrial Engineering from the University of Illinois at Urbana-Champaign, where he was the recipient of the Evans Scholarship and Morton Thiokol Excellence in Engineering Design Award. He was also the recipient of the Distinguished Alumnus Award presented by The Department of Industrial & Enterprise Systems Engineering. Additionally, Darren is a licensed Certified Public Accountant.
Darren is a community board member of the Chicago Entrepreneurial Center (1871) supporting the development of early stage companies and an advisor to TechStars – a Chicago-based technology incubator for innovative startups. Formerly, Darren served on the Committee of Technology Infrastructure under Mayor Richard Daley.