Adeline Bertrix

After three years on the marketing team for QuickBooks Pro, Premier, Enterprise and Online across the United States, United Kingdom and France, I am excited to focus on our core business, partnering with accountants to fuel small business success. As I’ve experienced the small business world for almost 10 years (in the board games industry), I understand the value you bring to our shared customers each and every day, and how important it is for you to be informed of all the innovation we deliver, to simplify your and your clients’ business life.

Adrian G. Simmons

Adrian G. Simmons is a CPA innovating ways to put money in its place. As Chief Creative Designer at his firm, Elements CPA, LLC, he looks for ways with his team to help their customers become financially strong, so they can focus on what truly matters in life. He is a practicing fellow of the Verasage Institute (the revolutionary think tank for professional knowledge firms), and director of the Thriveal Accounting Laboratory, helping to accelerate the adoption of today's innovations, and contribute to the imagining of tomorrow's.

Alana Bryant

Alana Bryant is a licensed CPA and president of SB Consulting LLC, a Nashville-based CPA firm that provides bookkeeping, payroll and tax services to clients nationwide.

Ali Maloy

Ali Maloy, CPA, is manager of Client Accounting Services with Bland & Associates, P.C., CPAs, in Omaha, Nebraska. She served on the Intuit Accountant Council from 2012 to 2014, and serves on the Board of Directors for Launch Leadership, Inc. a nonprofit that provides leadership training and development for middle and high school students.

Amy Ball

Amy Ball currently works in marketing for Intuit's Developer Group. Amy currently markets third-party apps that integrate with QuickBooks Online to help small business owners and their accountants streamline their operations. She is passionate about apps and feels that every small business could benefit from using an app.

Andrew Berg

As managing partner of Berg Partners LLC a CPA firm, I have been providing CPA services for over 23 years. Our CPA firm specializes in Small Business Services including: bookkeeping, full service accounting needs, and tax planning/preparation. 

Andrew Newman

I believe that that a community is only as good as its individual members. That is to say, the more individual members aspire to improve the community, the better the community will be.

As a professional and a good community member, I have contributed to the following organizations: California Society of Certified Public Accountants - president and board member; Service League of San Mateo County - board member; Yolo Community Foundation - board member; American Youth Soccer association - board member, coach, and referee; Davis Downtown Business Association (DDBA) - treasurer; Congregation Bet Haverim - president and treasurer.

In addition, I am dedicated to improving financial literacy and enjoy teach classes for all ages; educating youth and adults in financial literacy concepts.

Andrew Poulos

Andrew G. Poulos, EA, ABA, ATP, is principal of Poulos Accounting & Consulting, Inc., in Atlanta, Ga., where he works with individual and business tax clients, and represents clients before the IRS and state labor agencies. He is also is an author, national speaker and nationally syndicated tax software expert. He is the columnist of Main Street Tax News for the National Society of Accountants, contributing author for CPA Practice Advisor and AccountingWEB, and media contributor on Fox Business Network, CBS News, One America News Networks, TIME, Forbes, U.S. News & World Report and other various media networks. He is also the producer of the QuickBooks Ultimate Lesson Guide DVD Series and author of various tax articles. In addition, he is the founder of Poulos Children's Cancer Foundation, Inc., a 501(c)3 charity that helps families who have a child suffering with cancer and require financial assistance.

Andy Gutierrez

Andy is an accountant and business writer living in Chandler, AZ. He and his business partner at Accountechs believe every business can thrive when given access to great financial knowledge.

Anita Robinson

Anita Robinson of Synergy Tax & Accounting Inc has been in the accounting and tax preparation business for more than 20 years. She became a Licensed Tax consultant in Oregon in 1994 and an Enrolled Agent in 1996. Since 2007 Anita has been an Advanced Certified Pro Advisor. A member of Intuit’s Advisor & Customer Council for two years, Anita served as a Writing Committee Member for Oregon Licensed Tax Consultants, Oregon Licensed Tax Preparers and the IRS Enrolled Agent Exams. Anita stays current on tax preparation changes by taking over 80 hours of continuing education each year.

Annabella Green

Annabella Green, SPHR, SHRM-SCP, AAAAPM, is director of Human Capital & Firm Administration for PKF Texas, a CPA firm in Houston, Texas. She has been with PKF since 2004, and has over 18 years of experience in Human Resources. PKF Texas is one of the premier middle market CPA firms in Houston.

Arianna Campbell

As a Consultant and Lean Six Sigma Black Belt for Boomer Consulting, Inc., Arianna Campbell helps accounting firms challenge the status quo by leading process improvement initiatives that result in increased profitability and client satisfaction. She also facilitates the development and cultivation of future firm leaders in The P3 Leadership Academy™. Internally, she blends concepts from Lean Six Sigma and leadership development to drive innovation and continuous improvement within the company. Arianna also enjoys the opportunity to share knowledge through regular contributions to the Boomer Bulletin and other industry wide publications, as well as public speaking at industry conferences.

Barry MacQuarrie

Barry MacQuarrie, CPA, is a consultant and the Director of Technology at KAF. He combines his knowledge of accounting and technology to provide consulting services focused on cloud accounting solutions. His areas of expertise include cloud accounting apps, process improvement and technology management.

Becca Decker

Becca Decker is on the Intuit® ProConnect™ web marketing team.

Becky Livingston

Becky Livingston, author of 'The Accountant's Social Media Handbook' and 'SEO Secrets, Myths, and Truths to Being Found Online,' is the president and CEO of Penheel Marketing, a marketing firm specializing in social media and digital marketing for CPAs.

Bill Kennedy

#Canadian #Charity #Technology #Writer #CPA I'm all about innovation in charities and measuring the impact of programs. I apply Lean Startup entrepreneurial principles to the non-profit sector and enjoy the challenges of helping turn around organizations in trouble.

Bill Sheridan

Bill is the Maryland Association of CPAs' electronic communications manager, editor and resident social media cheerleader. Since joining the MACPA in 2000, he has created, co-written and maintained our daily blog, CPA Success; created, written and produced our weekly podcast, CPA Spotlight; and created a series of electronic newsletters that provide our members with monthly headlines and resources in four subject areas (taxation, technology, resources for CPA firms, and resources for CPAs in business and industry).

Bill Teague

From 2002 to 2010, Bill Teague was managing editor of newsletter programs for accounting professionals in the Intuit Accounting Professionals division. Earlier, he held editorial and managerial positions with Harcourt Brace Jovanovich and related imprints. He currently manages distribution of selected publications, and serves as webmaster, for the nonprofit Buddhist publisher, BDK America.

Bonnie Nagayama

Bonnie Nagayama, CPA, has both public accounting and industry experience prior to founding McWilliams & Associates, Inc. in 1992. Her singular focus is on helping accountants and consultants who support clients who use QuickBooks accounting software, and related integrated applications. Her controller background and CPA certification are a perfect blend to bridge the gap between what the client and their accountant need. In addition, she is an Advanced Certified QuickBooks ProAdvisor, Certified QuickBooks Enterprise ProAdvisor, Intuit Solutions Provider and one of the elite few members of the Intuit Trainer/Writer Network. She has written and recorded numerous courses for Intuit Academy and the ProAdvisor Certification Team.

Brady Hahn

Brady Hahn is a growth strategist and content curator in the leadership development space. Her work includes 200 activations, reaching over 100k professionals across the United States, Europe, and Asia through conferences, networking events, executive trainings and  digital courses. 

Brady Suggs

Brady Suggs is an Intuit® ProConnect™ Tax Content manager. He has worked with Intuit for 5 years, developing accounting and tax products.

Brett Owens

Brett Owens is the CEO and co-founder of Chrometa, the only 100% "passive" timekeeping software for entrepreneurs and small businesses. Chrometa captures every minute you spend on your PC (and/or Mac) down to the minute, so that you can create billable time entries for your entire day easily and accurately. Plus, it tracks phone calls and text messages from your smartphone too — so that you can get paid for your mobile time, too.

Brian Swanson

Brian Swanson is a Principal with Flashpoint Marketing, a marketing and lead generation company focused on serving the accounting industry. He has over 14 years' experience in marketing, business development and lead generation for various CPA firms across the United States.

Brian Tankersley

Brian F. Tankersley, CPA.CITP, CGMA, is a speaker and author with K2 Enterprises. He has made presentations for 46 state CPA societies, as well as similar organizations across Canada, and has been named five times as a Top Thought Leader in Accounting Technology. He is also one of the authors of the Accounting Firm Operations and Technology Survey, an annual research survey of hundreds of U.S. accounting firms. Brian blogs at, and is @BFTCPA on Twitter.

Bruce Andersen, CPA

Bruce, a QuickBooks ProAdvisor®, focuses on small business taxation, business consulting and tax resolution services. He holds a master’s degree in taxation from Golden Gate University and has been practicing in Los Angeles since the turn of the century.

Bryan Cytron

Bryan Cytron is an account executive with Cytron and Company, known for helping companies and organizations improve their bottom line through strategic public relations, communications, marketing programs and top-notch client service. In his spare time, he writes freelance sports articles for various publications. He also has a sports blog:

Bryan Tritt

Bryan leads communications for Intuit Canada's Accounting software, including QuickBooks Accountant offering and ProFile. When he's not working, you can usually find him playing hockey, baking vegan treats and watching Game of Thrones. You can follow him on Twitter at @IntuitBry.

Bryce Forney

Bryce Forney is a sole proprietor local CPA in the East Bay, focusing primarily on tax preparation, with an emphasis on tidy QuickBooks companies. He distinguishes himself from the competition as simply a CPA who answers the phone whenever possible, and an accountant who embraces technology to provide a secure, paperless, virtual accountant experience for taxpayers who desire an efficient professional tax preparation process.

Byron Hebert

Byron Hebert, CPA, CTP, is the Director of Entrepreneurial Advisory Services for PKF Texas. He provides services, such as profit enhancement, turnaround, process mapping and improvement, retreat facilitation, Birkman Method consulting, forecasting and budgeting procedures, strategic planning and execution, and due diligence for business acquisitions. Byron can be reached at 713-860-1455 or

Candy Messer

Candy Messer energizes business owners by removing the burden of the bookkeeping and payroll processing from their shoulders.

With 17 years of experience, Candy understands the stresses business owners face and offers customized services to meet their varying needs.

Visit her website at for more information.

Carla Caldwell

Carla Caldwell is the owner of Caldwell Consulting & Training. She works with business owners (especially non-profits) to bridge the gap between growing business and specific accounting solutions. Carla also helps accounting and bookkeeping firms implement the tools that help them be more successful - from value pricing and process development to the apps that support their systems. Learn why companies are using Caldwell Consulting & Training to get better organized, more efficient systems and stronger results.

Carrie Kahn

Carrie Kahn, owner of Complete Business Group, delivers Intuit-based solutions for end-users, ProAdvisors and partners. She is considered one of the largest and fastest-growing IRPs in the world. Carrie's Complete Business Partner Program is helping ProAdvisors and other partners become better at their profession and substantially increase their income, while saving their customers time and money. She serves as a host for the ABBO Facebook group (accountants, bookkeepers, and business owners) as the QuickBooks product expert. Carrie was named top 100 QuickBooks ProAdvisors of the Year for 2014, 2105 and 2016. She has been in the top 10 Intuit Premier Resellers (IRPs) since 2012, and currently is ranked #1 in the East. Carrie also serves on the IRP Council.

Carson Smith

Carson Smith is a tax analyst at Intuit Canada.

Cathy Iconis

Cathy Iconis, CPA is the CEO of Iconis Group, an outsourced bookkeeping firm, and founder of, a community for QuickBooks Online Users. Iconis has brought her experience in big business finance to the small business owner. Her goal is to connect small businesses to their numbers using the best in class technology, including QuickBooks Online.

Charles Costa

Charles Costa is a writer and marketing analyst for Fit Small Business and other publications. He focuses on helping companies grow, one word at a time. His areas of expertise include software, hardware, biotech, finance and general technology. You can learn more about him at

Cheryl Blazej

Originally from Southern California and while working as a Senior Financial Analyst for a Fortune 500 company I made the move to Atlanta. Over the years I have been fortunate to work with major corporations, as well as small and mid sized firms. In 2006 I made the move to start an accounting & bookkeeping firm in North Atlanta. We have steadily grown over the past five years and in 2012 we are going to begin offering Virtual Controller and CFO services.

Cheryl Manmohan

Cheryl Manmohan is the Training Program manager responsible for accountant and bookkeeper training and certifications in Canada. 

Cheryl McElrath

Cheryl McElrath is an Executive Partner Sales and Alliances Manager with over 15 years of successful leadership and sales management in the Technology industry. She is recognized as a Channel expert in the industry and sought out as a trusted business advisor by business partners and leading technology companies across North America. Cheryl has had the opportunity to work with the majority of the leading technology companies, including IBM, HP, Intuit, EMC, NetApp and Oracle. Her real passion is working with business partners and helping them grow their business. Cheryl is most proud of closing an unsolicited partner opportunity, worth over $40 million!

Chris Guido

Chris provides consultation and recommendations to clients across a wide variety of industries for improving business processes, company analytics and reporting, and software and technology optimization. Highly respected for his expertise, Chris performs advanced analysis of client business operations, identifying areas of need and implementing technology solutions. An Advanced QuickBooks ProAdvisor and SalesForce Partner Administrator, he works with clients to identify and implement packaged software solutions for improving the overall efficiency of business operations. Chris is a true Project Champion, working with clients to oversee data migration, system configuration, workflow improvements, enhanced reporting and training. Focusing on his software expertise, Chris provides project management and strategic business analysis to clients of Miles Technologies.

Chris Repetto

Chris Repetto is communications director with the Intuit Global Small Business Group. He has worked at Intuit for 16 years, and currently manages Intuit's global small business communications team. He and his team are responsible for generating awareness and demand for the QuickBooks and accountant ecosystem of solutions, currently used by 1.4 million subscribers, across 112 countries, including the U.S., Canada, United Kingdom, Australia, India, Brazil, France and Asia-Pac.

Chris Wise

Chris brings more than 18 years of sales, marketing and business development experience to CoralTree and has been integral in the successful growth of their flagship product, Qbox. He has been asked to speak about Qbox at various ProAdvisor Groups and NAN Chapter Meetings across the country. To Learn More Visit

Christopher Ragain, CPA/PFS

Christopher Ragain is managing director of Ragain Financial Inc. and founder of Tax Planner Pro software.

Connie Sparks

Connie started her first business at the age of 22, and her many years of business and management experience gives her a different prospective than your average Bookkeeper. She recently celebrated 19 years for her company, 'Complete Bookkeeping Solutions,' where she has built up a strong consulting and bookkeeping practice. She strives to find better and more efficient ways to take care of everyday tasks and share her knowledge with others. She is a Certified Professional Bookkeeper with the IPBC (Institute of Professional Bookkeepers of Canada), currently sits on the Board of Directors and is also the Edmonton Regional Developer for this association.

Daniel Balofsky

Toronto-based accountant, writer and a tax analyst with Intuit Canada. Tax commentary, public accounting, business advisory and a former economist.

Daniel D. Morris, CPA, CGMA, TEP

Dan Morris is chief dragon slayer for Morris + D’Angelo, a Silicon Valley-, Los Angeles- and Portland, Ore.-based CPA firm. Follow Dan on twitter @morriscpa or through his blog,

Daniel Lowell

Daniel Lowell is global accountant education & certifications leader at Intuit. He has been service accounting professionals for eight years, and lead the accountant education team for four years.

Danielle Ferris

Danielle Ferris is a senior communications manager with Intuit's Accountant Segment. She engages with accounting professionals across all of the Intuit Accountants traditional media/social channels, while attending tradeshows and other industry events to help elevate Intuit's profile and connect with our key partners. You can follow her on Twitter @danielleferris.

Darren Root

A practicing CPA for over 30 years, M. Darren Root, CPA, CITP, CGMA is the CEO of Rootworks, a membership-based organization offering entrepreneurial strategy, coaching and support to the accounting profession. He is a highly regarded thought leader and speaker, as well as the publisher of his own magazine, CPA Life. Darren co-authored The E-Myth Accountant and Youtility for Accountants, and is the author of own recent title: The Intentional Accountant, a primer in applying entrepreneurial principles to privately-held accounting practices.

Dave Venard

Dave Venard, EA, is president of Bayview Services Group, Inc, which has evolved from a brick-and-mortar practice to a virtual practice over the past five years. With more than 38 years of experience, Venard offers bookkeeping, payroll, and income tax preparation and representation services — all cloud-based — with a focus on servicing small- to medium-sized businesses and individuals. Venard is a Certified QuickBooks ProAdvisor and a member of the Intuit Trainer/Writer Network.

David Bergstein

David Bergstein, CPA.CITP, CGMA, has been a practicing accountant since 1966, belongs to Intuit's Accountant Segment and is a thought-leader in technology issues in accounting firms, such as Wireless, Paperless Workflow, Apps, Cloud and Mobile. In 2015, Accounting Today listed him as one of their Top 100 Most Influential People within the accounting profession. He blogs on technology and new ideas in the global information industry, and has a popular Twitter following. He helps CPA's understand the true power of cloud accounting services that allows them to become strategic advisors to their clients and increase their revenues and niche specialties. In addition, he is a member of the FICPA and is an AICPA CPA Ambassador. In the past, he has served on the AICPA Top Tech Technology Team.

David Leary

David Leary is a small business ecosystem evangelist at Intuit, and an innovative force in the small business accounting world. His business sense, vast technical knowledge and domain expertise has helped bridge the gap between developers, small business owners and accountants. He has worked multiple roles during his 19+ year career at Intuit: QuickBooks Support, Training, QA, Development, Marketing, Product and Project Management. In his current role, he focuses on bringing third-party SaaS solutions that work with QuickBooks Online to He was named by Accounting Today as a "One to Watch" in their Top 100 Most Influential People issue in 2015, and was a 2014 CPA Practice Advisor '40 under 40.' He also co-founded ViewMyPaycheck.

David Worrell

David Worrell is an award-winning business consultant and CFO at Fuse Financial Partners, and the author of The Entrepreneur's Guide to Financial Statements (Praeger Press, 2014). Contact for strategies and tools to ignite your small business performance.

Dawn W. Brolin

Dawn is a CPA and Managing Member of Powerful Accounting, LLC, with two locations in Windham and New Haven, CT — a nationally recognized accounting, tax, forensic accounting, IRS and DRS representation and QuickBooks consulting firm. Recently, Powerful Accounting has partnered with Anderson, Brolin & Coba CPAs, LLC — a powerhouse tax preparation, consulting and wealth management firm where Dawn is a partner. Dawn has been named as one of the Most Powerful Women in Accounting for the last four years running, has served on the Intuit Accountant Council, is a member of the Trainer Writer Network and has spoken at numerous conferences across the country.

Deanna Perkins

As a Solutions Advisor for Boomer Consulting, Inc., Deanna works diligently to ensure that all clients are well taken care of and continually works to strengthen relationships. Her primary role is to build the P3 Leadership Academy, CEO Advantage, Kolbe Consulting and Talent Development Advantage client base.  Deanna is passionate about HR and Training, strengthening client relationships and recruiting new clients for our communities and services.

Debbie McClanahan

Debbie McClanahan owns and operates Balanced Books in Victoria, Texas. Balanced Books has three employees. Debbie has been in the bookkeeping business for more than 40 years. She is a member of American Institute of Professional Bookkeepers, National Assoc. of Certified Public Bookkeepers, National Advisor Network, American Business Women's Association, Victoria Professional Express Network, and is a Certified QuickBooks ProAdvisor. She teaches QuickBooks at the local college. Balanced Books offers Bookkeeping services, QuickBooks Consulting, and Training and Seminars. Balanced Books offers company wide training of QuickBooks for your business.

Diana Mackie

Diana Wertz is a New York City-based marketing professional with 6+ years' experience creating web content for top-tier brands. She covers b2c and b2b topics, including marketing strategy and campaign case studies. Diana loves running, hiking, and exploring the city with her husband.

Dorinda DeScherer

Dorinda DeScherer is an attorney specializing in tax and employment law. She is an honors' graduate of Barnard College of Columbia University and the University of Maryland School of Law. She is currently a principal with Editorial Resource Group, where she specializes in writing and editing professional publications.

Drew Orr

Drew Orr is a seasoned veteran on Intuit’s Accountant Care team and is responsible for designing self-help experiences and resources for Accountants. His passion is solving problems for customers and empowering them to do the best work of their lives!

Dustin Hostetler

Dustin Hostetler, chief innovation officer at Boomer Consulting, Inc., shareholder and Lean Six Sigma Consultant, is a pioneer in applying the Lean and Six Sigma concepts to public accounting firms.

Dustin Wheeler

Dustin Wheeler is a CPA at Hawkins, a CPA firm in Orem, UT. He has been a member of the QuickBooks ProAdvisor program since 2008. In addition to providing tax and accounting services, he enjoys helping business owners implement new technologies and improve business processes. Dustin has written software reviews for the CPA Practice Advisor, and was honored to be included in its 2011, 2012, 2013 and 2014 lists of 40 under 40 tax and accounting profession leaders.

Edi Osborne

Edi Osborne, CEO Mentor Plus, has been helping the profession develop and delivery high value advisory services for over 25 years. Her book, Firm Forward, outlines a hero's journey of an accounting firm, learning to adjust to the changes in the profession and higher expectations from their business clients. Firm Forward is a must read for any firm wanting to "Make the Transition From Compliance to Reliance." Contact:

Edward Castano

Edward Castano is the VP of Marketing at BlueVine Capital Inc, an invoice factoring company. As a former small business owner himself, he understands the unique challenges faced by small businesses and is eager to arm them with the knowledge they need to thrive.

Eileen Reppenhagen

Eileen Reppenhagen is a Certified QuickBooks ProAdvisor. She is semi-retired. Recently, she visited the Queen and Stonehenge. She does some writing for Intuit, and consults with a few clients online. She loves QuickBooks Online for both business and personal use.

Eithne O'Connor

Digital Marketing coordinator at LedgerDocs, Eithne O’Connor has a passion for marketing technology, accounting and small business.

Elaine Morgan

Elaine has more than 30 years of accounting and bookkeeping experience and a strong interest in using innovations in technology to maximize efficiency and reduce data entry. This, along with a passion for small business & entrepreneurs means she can quickly get to the “fun part” of helping owners understand their financial reports so that they can make better informed decisions about their company.

Elaine is very community and family-oriented. She also enjoys barbershop singing and is a member of the Capital Chordettes.

Elaine Orr

Elaine Orr has been in the accounting field for over 30 years, having started her career in Scotland working for a national utility company. After moving to Canada, she discovered her true passion in 1998 when she worked with her first entrepreneur. She is a Certified QuickBooks ProAdvisor and an early adopter of advancements in technology

Elizabeth Joyce

Elizabeth Joyce is a Senior Marketing Manager with Intuit's Accountant and Advisor Group. She engages with accounting professionals across the United States to identify key trends and learning opportunities to help accountants thrive in a rapidly changing world. 

Eric Benson

Eric Benson is the director of 10X Operations at Boomer Consulting, Inc. He is part firm administrator, part technology and process guru, and part 10X coordinator for an awesome team.  

Eric Majchrzak

Eric Majchrzak is a shareholder and chief marketing officer of BeachFleischman PC, Arizona's largest locally owned public accounting firm. He is a professional services marketer and has been named by 'Accounting Today' magazine as one of the 'Top 100 Most Influential People' in the accounting profession. In 2015, he was named the Association for Accounting Marketing's 2015 'Marketer of the Year' award.

Eric Pulaski

Eric founded SmartVault Corporation in November of 2007, and currently serves as the company's CEO. As founder, he has made it his mission to deliver a simple, low-cost document management solution that uses cloud-based technology (low cost) but is centered around integration with applications customers already use, such as QuickBooks. He contributed heavily to the initial formation and conception of SmartVault, and continues to play a vital role in the overall product design, roadmap and go-to-market strategy.

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, 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 Australia, where she conducted live QuickBooks Online training. She has spoken at Scaling New Heights, the Sleeter Conference, QuickBooks Connect and other conferences, and has written countless articles for Intuit Global.

Eva Velasquez

Eva Velasquez is the President/CEO of the Identity Theft Resource Center.

Firm of the Future Team

This article is authored by the Intuit® Firm of the Future team. For more information, visit the Firm of the Future website.

Florence Fung

Florence Fung is a CPA and a tax content analyst at Intuit.

Frank Abagnale

Frank Abagnale is one of the world's most respected authorities on forgery, embezzlement and secure documents. For over 35 years he has worked with, advised and consulted with hundreds of financial institutions, corporations and government agencies around the world. He is perhaps best known as the central character played by Leonardo DiCaprio in the film, "Catch Me If You Can."

Frank Landreneau

Frank Landreneau, CPA, is the Director of International Tax for PKF Texas. Frank has extensive experience providing domestic and international tax consulting and compliance services to private and public entities based in the U.S. and throughout the world. Frank can be reached at 713-860-1429 or

Gaby Sankovich

Working as a financial manager for the past 20 years, Gaby Sankovich of Sankovich Solutions has gained many loyal clients who value the accuracy, insight and up-to-date knowledge she brings to financial analysis and the business planning processes. She has repeatedly led companies and organizations to new levels of profitability and effectiveness.

Geni Whitehouse

Geni Whitehouse is co-founder of Solve Services. Geni divides her time between working as a winery consultant in Napa Valley and writing, speaking and tweeting about nerdy subjects. As a two-time software company executive and recent CMO of a tech startup, she has a passion for applying technology to solve business problems. Geni is also the author of How to Make a Boring Subject Interesting: 52 ways even a nerd can be heard.

Girish Shenoy

Girish Shenoy is a product marketer for Freshdesk. Freshdesk makes it easier for you to provide excellent service to your customers by equipping you with the right tools for the job.

Gita Faust

Gita Faust Gita is an accountant and Certified Advanced QuickBooks ProAdvisor. Because she has a thorough understanding of the developments and shift within the real estate and property management industry, she finds solutions for the complex problems that others cannot. She has authored a series of QuickBooks books, providing step-by-step guidance for business owners and other accountants. She is an Intuit Reseller Solutions Provider and a member of Intuit's Trainer/Writer Network.

Greg Buck

Greg Buck has practiced in Abbotsford for the last 28 years, firstly as a sole practitioner, then joining a local firm for 8 years before returning to the current team. Greg has practiced extensively in the areas of accounting and business advisory for privately held businesses. His practice continues to focus on providing corporate and personal income tax planning, promotion of entrepreneurial services and general finance. He conducts his practice by building close relationships with his client to assist them in successfully running their enterprises.

Gregg Bossen

Gregg Bossen is a practicing CPA with a full-service accounting firm located in Atlanta, Georgia. Since 2000, he has been teaching QuickBooks seminars around the country for various groups, and is considered to be an expert in the program. In total, Gregg has taught over 3,500 seminars to more than 55,000 students.

Harry Strausser III

Harry is president of the Remit Corporation, Affiliated Collection Service of Florida, Inc. and Interact Training and Development, where he oversees the operation of two full-service collection agencies and coordinates the training programs of their educational subsidiary. He is active in the Mid-Atlantic Collectors Association where he currently serves as President, and ACA International, the association of credit and collection professionals, in which he is a senior certified trainer. He has served on the ACA International Executive Committee and held the position of President in 2004-2005.

Heather Satterley, EA

Heather has been an Intuit Certified QuickBooks® ProAdvisor since 1999, achieved her QB Advanced certification in 2007 and her QuickBooks® Enterprise Solutions certification in 2010. Heather is an Enrolled Agent permitted to practice before the Internal Revenue Service.

Hector Garcia

Hector Garcia is CEO of Quick Bookkeeping, a tax preparer, and an accounting technology and QuickBooks consultant in Miami, Fl. He was named Top 100 ProAdvisor by Insightful Accountant in 2014, 2015 and 2016, and Top 40 under 40 by CPA Practice Magazine in 2015. In addition, he is the co-host of QB Power Hour and host of

Hector Garcia, CPA

Hector M. Garcia is a CPA and QuickBooks Trainer for Quick Bookkeeping & Accounting LLC. He has over 10 years of experience working with small business finance and accounting, along with 3 Post-graduate degrees from Florida International University (FIU) in Accounting, Finance and Taxation.

Hugh Duffy

Hugh has more than 20 years of marketing experience working in the consumer packaged goods, internet media, publishing and professional services industries. Prior to joining Build Your Firm, he was the Vice President of Internet Marketing for Business & Legal Reports (BLR), a publisher of state/federal laws for employers. Prior to BLR, Hugh was a Director with a publicly traded global internet media company, 24/7 Real Media, responsible for Business Development and Strategic Partnerships.

Ian Vacin

With more than 25 years of experience in technology and over 15 years of leadership experience in the accounting industry, Ian is passionate about helping accounting professionals be as successful as possible in order to positively impact the businesses they serve. He is currently a co-founder and the vice president of product marketing at Karbon. Prior to Karbon, spent almost 10 years at Intuit (where he led the QuickBooks ProAdvisor Program and was the Offering Leader of Intuit's Mac Financial Software).

Ingrid Edstrom

Ingrid is a bookkeeping nerd and CEO of Polymath. She loves taking a topic that most small business owners put on a scale from boring to terrifying and turning it into a fun and rewarding part of entrepreneurship. Ingrid is the creator of the Ask A Bookkeeper puppet show, founder of the Southern Oregon Bookkeepers Association, and leader of the Southern Oregon Woodard Group.

Inna Korenzvit

With over two decades of accounting experience and a passion for helping business owners be successful, Inna Korenzvit founded KORE Bookkeeping Solutions in 2008. Since then, her company has become a leader in providing bookkeeping services and financial insight to law firms and other businesses in Arizona.

Ivy Zhang, CPA, CA

Ivy Zhang is a senior tax analyst on the ProFile team with Intuit Canada, and how more than 10 years' tax experience in public accounting firms and in the industry. She leads the ProFile's tax analyst team. Her goal is to make sure ProFile calculates taxes correctly for all possible scenarios for everyone.

J. Carlton Collins

J. Carlton Collins, CPA is a technology auditor, an award winning public speaker on Excel and other technologies, author of the Journal of Accountancy's monthly technology column, and the recipient of the "AICPA Lifetime Achievement Award."