After three years on the marketing team for QuickBooks Pro, Premier, Enterprise and Online across the US, UK 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 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.
Aimee Laurence has worked in tech journalism and marketing for the past 3 years at Academic Writing Service and UKWritings.com. She works mainly on future tech and making technology consumer ready. She also works as a freelance editor at the EssayRoo.com portal.
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.
Alex Glenn is a senior content designer for Intuit®, and has more than seven years' experience as a writer and editor in fintech, journalism, film and literature. His work has appeared in Business Insider , Mashable , The Christian Science Monitor , The Huffington Post , TIME Money Magazine and USA Today , among other outlets. He has a crippling addiction to NBA basketball … but can quit anytime, he swears.
Alex Chriss is the executive vice president and general manager of Intuit's Small Business and Self-Employed Group. A customer-focused product leader, Alex leads a 4,500+ person organization that is focused on powering prosperity around the world for small businesses and the self-employed by unlocking the power of millions of customers for the prosperity of one through the QuickBooks platform.
Ali Maloy, CPA, is the principal at Lone Tree Accounting, an outsourced accounting services firm that uses proven, cloud-based technologies to serve its clients. She has 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.
Alicia Katz Pollock is the owner of Royalwise.com. As an Elite ProAdvisor and a member of the Intuit Trainer/Writer Network, Alicia has three QuickBooks and MS Word books on Amazon, leads weekly QuickBooks Online training webinars, and runs a QBO Mentorship Membership™ program. She was featured in Fit Small Business’s Top Accounting Consultants of 2018. She blends the skills of technology, the art of communication, the patience of a teacher, the wisdom of a consultant, and the detailed eye of an obsessive-compulsive to provide the finest in business education solutions.
Alison Ball is director of Marketing and Influencer Strategy for Liscio, Inc. Liscio solves the very real challenges that accountants and bookkeepers have with client communications. How do you make exchanging sensitive data and information with your clients delightful? Liscio does that just - everything in one place and designed from the ground up to be secure and delightfully easy to use. Before joining Liscio, Alison spent 15 years leading accountant influencer programs at Intuit. In her spare time, she grows amazing backyard vegetables and loves hiking in the San Francisco bay area. She believes that life is too short to spend it with mean people, and any day she can help someone else be successful is a good day indeed.
Amanda Hinzmann is owner/operator of Estrella Bookkeeping. She has over 20 years of accounting experience, with seven of those years being a virtual bookkeeper. She started her business in 2011 with just a few clients. She's now up to 20 clients and one employee. She's a huge advocate of QuickBooks, especially QuickBooks Online. As of December 2017, she converted all of her clients to QuickBooks Online.
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.
Amy Murphy leads the Expert Segment marketing team within Intuit’s Small Business Self-Employed Group. She is focused on helping accounting professionals understand the power of the QuickBooks® Online platform, including QuickBooks Online Accountant, to grow their practices and scale their impact to help small business clients succeed.
With 18 years of expertise in strategic partnerships and vendor alliances, and product and services design, Andrea Medina has actively participated in the evolution of retail software solutions and e-commerce payment technologies since 2000. Her experience as a consultant to front end software providers, e-payments platform solutions, third party processing houses, and Fortune 50 banking institutions has cultivated critical knowledge and insight into optimum solutions for both b2b and b2c client profiles. Andrea has participated in and managed a number of large-scale projects, supporting organizations such as eBay, Trader Joes, UCLA, Investor Business Daily and MoneyGram.
Andrea Parness, CPA, CTC, owner of A. Parness Company, a small CPA firm based in Belle Harbor, Queens, N.Y., has been in public accounting for more than 30 years. Prior to starting her own firm in 1985, she was a partner in a small firm in Great Neck, N.Y., and worked as an internal auditor and financial analyst for a Fortune 500 company. Andrea is a member of the Intuit® ProConnect™ Tax Council.
Andres (Andy) Ibarra EA, CFP®, is a TurboTax Live manager, and also manages a tax and financial planning firm in Phoenix, Ariz. After a 15-year career as a chef and restaurateur, he earned degrees in finance and accountancy from Northern Arizona University in 2010. Andy specializes in working with the construction and technology industries, and is currently working toward certifications in programming, network, and cybersecurity.
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.
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 G. Poulos, EA, ABA, ATP, principal of Poulos Accounting & Consulting, Inc., in Atlanta, Ga, works with small businesses and individuals to lower their tax liabilities, and represents clients before the IRS for tax controversy. Andrew has been an adjunct professor for University of North Carolina-Charlotte and Auburn University. He is a contributing author for AccountingWEB, CPA Practice Advisor and Promotional Products Association International; founding tax editor for Reviews.com; current tax editor for Consumer Affairs; and a participant in the Intuit® ProConnect™ Customer Council for Intuit, 2018 – 2021. He has spoken for the National Society of Accountants, National Association of Tax Professionals, Drake and various other organizations.
As a small business accountant, I do more than just measure value — I create it. My primary responsibility is to provide business owners with proactive advice to help grow and manage their business while minimizing their taxes. By offering my clients "Full Option Accounting," I am able to provide a unique service that allows my clients to determine their own "Tax Risk Tolerance." I am able to actively apply a unique mix of financial expertise, strategic insight, innovative thinking and a collaborative approach to help my clients grow a successful business. I measure my success based on my clients’ ability to achieve their financial aspirations.
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.
Andy Latkovskis is an HR Officer specialized in employee training and development. He is truly passionate about nurturing talent and ideas that evoke transformative change in individuals, teams, and organizations.
Angela, head of Main Accounting Services LLC, has more than 15 years of accounting experience, including serving as controller of a mid-sized, international service company with over 500 locations worldwide. She is a Certified ProAdvisor of QuickBooks® Online.
Angela Rust is a partner of schoolofbookkeeping.com and 74 Systems . She helps accountants, bookkeepers and business owners build a successful business. The programs focus on helping her clients with customer acquisition, workflow management, technology, skills training and automation. She helps business owners do things better, make more money and live happier lives. Angela graduated from California Lutheran University with a bachelor's degree in Business Management, and is currently pursuing a law degree at Santa Barbara Colleges of Law. When she is not working, she is watching her kids, playing sports and loves practicing yoga.
Anna-mary Geist is a Tax Manager on the Intuit team responsible for sales tax calculation and filing inside QuickBooks, a part of the Small Business and Self Employed Group. She focuses on providing the tax content that drives sales tax calculations in nearly 12,000 tax jurisdictions across the United States. Anna-mary is also a licensed attorney.
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.
Antonio Martinez, EA, is vice president of Business Development for the Latino Tax Professionals Association (LTPA). In 2004, Tony earned a full-ride scholarship to the University of California, Berkeley, where he majored in engineering, and was involved in various leadership and volunteer roles. Upon graduation, Tony joined the LTPA with a goal of building a national brand. In his role, he has led the exponential growth of the organization and organized various events throughout the country. In 2014, Antonio became an enrolled agent with the goal of representing low-income taxpayers before the IRS.
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.
Ariege Misherghi is the leader of the Accountant Segment within Intuit’s® Small Business Self-Employed Group. She is a customer-focused, creative leader who is committed to the customer experience, and has a passion for solving the tough and unique challenges accountants face. Her team serves the more than 700,000 accountants globally that use QuickBooks® Online Accountant to help grow their firms and better manage their practices, allowing them to focus on being strategic advisors to their clients.
Ariel is co-founder and acting CEO at Cash Flow Frog. In forming the company, Ariel realized businesses he worked with struggled to manage their cash flow. Ariel is a CPA with extensive financial expertise, and an experienced entrepreneur. He began his career as a CPA at Ernst & Young, and later served as a CFO and controller in various high-tech and industrial companies, where he took overall responsibility for performance reports, budgeting and cash flow management.
With his Computer Science and MBA degrees, Arnaud started his career in Paris as an investment manager for a top tier Venture Capital firm in France. As a result, he used to sit on the board of directors of highly innovative software start-ups. He then worked for over 10 years at Microsoft in senior marketing roles, winning numerous industry and internal awards. In 2015, after being inspired by so many entrepreneurs, he co-founded erplain, a software company whose mission is to help very small businesses manage their inventory and orders in the cloud. When he is not busy helping small businesses benefit from new technologies, he spends his time traveling with his wife and his 7- and 10- year-old boys.
Ashley, A2X's lead software architect, founded A2X together with software engineer Paul Grey. They have been selling internationally with Amazon and FBA since 2008, representing more than 50 product brands from Australia and New Zealand. From the beginning, they've encountered first-hand the challenges in accounting accurately for Amazon marketplace transactions. That is how A2X was born, and today e-commerce accountants describe A2X as reliable, accurate and bulletproof. A2X has reconciled to the cent hundreds of thousands of Amazon settlements, and has helped sellers account accurately for over a billion dollars of Amazon sales.
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.
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.
Beth Melcher is the straight-shootin’ wrangler of Financial Chaos and Founder of MoneyFit, a small business consulting company specializing in workflow efficiency. She has spent more than 25 years corralling numbers in QuickBooks and spreadsheets. Beth and her family live in Traverse City, Mich., where they can often be found shoveling snow, building igloos and enjoying those sweet 90 days of summer. Beth can be reached at email@example.com or on Facebook @moneyfittc.
Beverly Lang offers more than 20 years of experience assisting business owners, managers and bookkeepers with their accounting and bookkeeping, as well as teaching bookkeeping, accounting and QuickBooks® classes, webinars, and seminars throughout the southeastern region of the United States. A former corporate controller, Beverly founded Diversified Business Solutions in 2008. Diversified Business Solutions has performed numerous client engagements nationwide spanning several industries. Beverly was recognized in 2016 and 2017 by Insightful Accountant as a Top 100 ProAdvisor®.
Bhairavi Parikh, CPA, is a fractional CFO and consulting controller for Analytix Solutions. With more than 15 years of experience in public and private accounting, Bhairavi is well versed in managerial accounting and CFO services for small- to mid-size organizations. After earning her CPA designation in 2004, Bhairavi spent four years leading a team that was responsible for the internal audit, internal and external financial reporting for a company with annual revenues in excess of $3 billion. In addition to reading and traveling, when she is not working, you will likely find Bhairavi spending time with her husband Anand, and their twin daughters, Aashi and Ishva. Her favorite time is Friday family dinners and occasional family music nights.
#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 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).
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.
Bob is owner and founder of Legacy Advantage . He holds a CPA and has experience at a private client services brand and with the Big 4. Bob is passionate about empowering organizations through quality bookkeeping services.
Bonnie Buol Ruszczyk is founder and owner of bbr companies llc . After having built a widely recognized and respected marketing firm, bbr marketing, she decided to make a big change in 2017 and scale her business back so she could focus on what she does best and brings her the most joy – strategic marketing planning and outsourced CMO-level services for professional services firms and other businesses. Most firms can benefit from the input of a seasoned, experienced strategic marketer, but don’t need or want to invest in that resource full-time. This way business leaders can focus on what they do best with the knowledge that their marketing (and often their marketing team) is being managed by an expert with their strategic plan always in mind.
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.
Brad Adams has over 25 years’ experience of successfully leading legal, operational, management and board teams from inception to liquidity. His specialties include legal, corporate governance, sales, marketing and management execution and oversight. He has served in sales, marketing, legal, management and board positions in more than 15 trusts and nine corporate entities including oilfield services, manufacturing, investment entities and software development. At Qvinci, Brad handles all legal matters in addition to working with the other members of the sales, marketing and customer success leadership team to implement the strategic and tactical plans of Qvinci.
Previously in tech, Brad is excitedly exploring the world of finance to deliver Chaser's weekly blog posts. His passion for writing makes it hard to pull him away from the keyboard.
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 Lievens is an account executive at Protection Plus Audit Assistance and ID Theft Restoration. He works with top tax software providers in the profession to make Protection Plus available to tax professionals and taxpayers around the country.
Brady Suggs is an Intuit® ProConnect™ Tax Content manager. He has worked with Intuit for 5 years, developing accounting and tax products.
Brandon Metcalf has extensive experience creating, scaling, and leading global companies, with a deep understanding of building successful software companies on the Salesforce Platform. He is currently the CEO and founder of Place Technology, a financial forecasting and business planning software. He is also a founder and on the board of directors for Blueprint Advisory, a product development outsourcing company, that helps other companies build Salesforce-based businesses. He was formerly the founder and president of Talent Rover, an operating software for the global staffing and recruitment industry, which he scaled to the 9th fastest-growing software company in America in 2017 (Inc. 500). Talent Rover had tens of thousands of users around the world and worked with both enterprise and SMB clients. Brandon's diverse background also includes leadership roles in software, staffing & recruiting, and financial services. In addition to his other projects, he is currently enrolled in a three-year executive management program at Harvard Business School.
Brandy Derrick started her bookkeeping career in 2001 and has used Quickbooks® Online since 2004 with a variety of small businesses. She is the founder of Legal Ease Bookkeeping, LLC, where she and her team help solo practitioners and small law firms navigate their way to understanding their books. She also trains other bookkeepers on how to handle the specialized transactions that occur for law practices.
Brendan is founder and CEO of AutoEntry. Originally a software developer in the hedgefund space, he quit his job and started the company to automate data entry for accountants and bookkeepers.
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.
Brett Cooper has more than 20 years of experience as a business consultant and nearly 35 years of experience in the CPA profession. At Rivero, Gordimer & Company, Brett is a director leading the valuation and advisory service group. He specializes in business appraisal & valuation, litigation support, transaction advisory, forensic accounting, and ESOPs. Brett is one of a select few individuals within the American Society of Appraisers who has earned the specialty credential of “ASA in Intangible Asset Valuation.”
Get real with Neal! Brett Neal is a Profit First Professional who enjoys helping home services companies. He is a certified Housecall Pro expert and an advanced QuickBooks Online ProAdvisor. From Clovis, California, Brett uses his certified public accounting license to engage business owners in better accounting, strategic cash flow management, business growth and income tax preparation.
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 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 www.cpatechblog.com, and is @BFTCPA on Twitter.
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 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 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, 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 firstname.lastname@example.org.
Once a public practicing CPA, Byron now participates in the industry as a national speakerthought leader on technology topics impacting the accounting industry. He is a past chair of the Maryland Association of CPAs as well as multi-year recipient of the CPA Practice Advisor’s 40 Under 40 honor. Byron is the Managing Director of Network Alliance, Inc., a technology service provider for the Accounting Industry and small businesses across the country.
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 www.abandp.com for more information.
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 to be more successful - from value pricing and process development to the apps that support their systems. Learn why companies are utilizing Caldwell Consulting & Training , to get better organized, more efficient systems and stronger results.
Carl Peterson, CPA, CGMA, is vice president of Small Firm Interests at the Association of CPAs, where he serves as the small firm advocate and representative for the profession. Carl meets with small firms to understand their issues, and represents these firms from an advocacy and firm development perspective. He serves as the voice of small firms within the AICPA on standard setting, regulatory, and small business issues, and is responsible for ensuring AICPA initiatives continue to meet the needs of small firms. Carl has been identified as one of the Top 100 Influential People in Accounting by Accounting Today, 2014 through 2020.
Carrie Kahn, CPA, the founder, and CEO of Complete Business Group, has been supporting and selling QuickBooks since Dos V1. She is an Advanced Certified ProAdvisor in QuickBooks Desktop and Online. Carrie is an Elite QuickBooks Reseller in the (QSP) Program, and she created the award-winning Complete Business Partner Program to mentor ProAdvisors in selecting the best QuickBooks products at best pricing for their customers. Carrie is a member of the Elite Intuit Trainer Writer Network. CBG recently acquired schoolofbookkeeping.com. The company is being rebranded as a QuickBooks companion and re-launching in 2020. 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 QSP Advisory Council, and Intuit Payroll Advisory Council. For more information, visit our website.
Carson Smith is a tax analyst at Intuit Canada.
Cary Tiernan is the product marketing manager on QuickBooks® Desktop for Pro, Premier and Enterprise products. He worked on the 2018 QuickBooks Desktop release. In his spare time, he lives in Oakland and stays busy spoiling his dog, Friday.
Cassidy Jakovickas, CPA, is president at MBS Accountancy Corporation, a forward-thinking CPA firm in Fresno, Calif., focused on accounting, tax, and consulting services for businesses and nonprofits delivered through cloud technology. Cassidy and his team are dedicated to data security and technology solutions, and strive to consistently strengthen the client relationship and experience.
Cassie is the Senior Vice President of the Intuit QuickBooks Online Platform. In her position she leads several global units including Small Business, Self-Employed, Accountant, and the Intuit Developer Group. She guides her various teams to fall in love with identifying and solving customer problems to fuel business growth for the 4.2M Intuit QuickBooks subscribers worldwide, made up of small business owners, self-employed individuals, accountant professionals and third-party developer partners.
Cathy Iconis, CPA, is the CEO of Iconis Group, an outsourced bookkeeping firm, and founder of QBOchat.com, 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.
Catriona Bane is a Marketing Assistant at Float Cashflow Forecasting.
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 CharlesCosta.net.
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 is the Training Program Manager responsible for accountant and bookkeeper training and certifications in Canada.
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 Farmand is the founder of Small Batch Standard, a CPA firm serving breweries and distilleries across North America. Farmand has 15 years of tax and accounting experience with the last five dedicated to the brewing industry. Small Batch Standard is the leading financial, tax and growth consulting option for the “head of the class” breweries. Compliance is our baseline, growth is our focus. Chris can be reached at email@example.com.
Chris Fudge is a business unit leader for Intuit Canada, where he leads marketing and sales in support o the Accountant Channel in Canada.
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 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 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 www.qboxplus.com .
Chris Macksey is operations manager & small business advisor at Prix Fixe Accounting. He is a Quickbooks Online Advanced ProAdvisor, and an expert in Hubdoc, Bill.com, Expensify, Gusto, Upserve, Revel & Homebase. Prior to beginning his career with Prix Fixe Accounting, Chris spent most of his life in the hospitality industry, working his way up the ranks in restaurants focusing on local sourcing and sustainability. After years of working in restaurants, he realized that the industry was in the stone-age compared to others, and there was an opportunity to better serve the places he loved by doing more than working on the line. Chris' brings a strong systems-focused perspective to each relationship, and is driven to reduce data entry, and increase efficiency in client workflows. Chris is passionate about helping restaurants, hotels, and retail businesses thrive by delivering insightful guidance and financial clarity, freeing chefs and restaurateurs to focus on what they’re most passionate about: cultivating unforgettable guest experiences.
Chris McGee is a business counselor with Business Support Services Northwest, LLC, and operates the ProFound Impact Business Coaching program. He has been training small business owners for more than 25 years on how to improve their business operations. Chris works with a wide variety of businesses, from agriculture to manufacturing. A Certified QuickBooks ProAdvisor®, he has provided training classes for Washington State University Extension Skagit County's “Cultivating Success” Agriculture program, Sustainable Connections in Bellingham, and Economic Development Alliance of Skagit County EDASC.
Christopher Ragain is managing director of Ragain Financial Inc. and founder of Tax Planner Pro software.
Chris Picciurro has been a CPA for more than 20 years, and spent the last 16 years as founder and executive officer of Integrated CPA Group. Since 2003, Integrated CPA Group has grown from a small, one-office operation to a multi-state firm servicing well over 3,000 clients. He is a member of the ProConnect™ Tax Customer Council.
Chrystal Mejia, EA, is a tax content analyst at Intuit® with a bachelor’s degree in accounting from the University of Phoenix. Before 2018, she worked in private accounting, specializing in the taxation of rental income and tax planning for small business owners. Her primary areas of expertise include real estate transactions and the taxation of legal cannabis businesses.
Chuck McGrath Jr, CPA, CFP®, MBA, runs his own firm in Scottsdale, Ariz. He has more than 30 years’ experience in tax, teaching, financial analysis and systems development. Chuck has advised a wide variety of individuals, families, retail stores, service businesses and manufacturing operations concerning tax, retirement, estate, financial and accounting matters. He received his MBA from Northwestern University.
Cindy Schroeder is founder of Bright Bookkeeping and Bookkeeping Buds, a community for women who own a firm. She is a member of the Intuit Trainer Writer Network and alumni of Intuit Accountant Council. Cindy has many certifications and licenses to add to her name from decades of working in a variety of accounting environments, but her true passion is in helping clients understand and appreciate the power of information. When Cindy is not working, she loves all things Disney, warm weather, and spending time with her family.
Cliff Mitchell is CEO and co-founder of ClockShark, a time tracking app for mobile workforces. After years of trying to find the best solution for his employees to track time from the field, Cliff and his brother, Joe, started ClockShark with a vision of simplicity. ClockShark was designed to be so intuitive that even non-technical people could use it with no training. In his “spare time,” Cliff enjoys spending time outdoors, overdoing it at the gym and wrangling his three children.
Colin Horsford, CPA, MBA, is owner and founder of Horsford Accounting & Advisory LLC, where he works closely with business owners to ensure their company’s books stay clean, organized, and up to date. His motto is “Good accounting enables informed decision-making.” Colin and his team also advise clients on revenue strategies helping them grow their businesses. He is an Advanced Certified ProAdvisor® and an IRS Certified Tax Preparer.
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.
Daisy Igbokwe is an associate marketing manager, Accountant Segment, for Intuit Canada.
Dale Vink is a co-founder of Quotient, an online quoting and proposal software that was borne out of their web design and development agency.
Toronto-based accountant, writer and a tax analyst with Intuit Canada. Tax commentary, public accounting, business advisory and a former economist.
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, http://www.qualesit.com/.
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 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.
Danielle Higley is a copywriter for TSheets by QuickBooks , a time tracking and scheduling solution. She has a BA in English literature and has spent her career writing and editing marketing materials for small businesses. She recently started an editorial consulting company.
Dan Luthi is the COO of Ignite Spot Outsourced Accounting. He is a Certified QB ProAdvisor, TSheets Pro, Bill.com Guru, and a member of the Gusto Partner Advisory Council. He serves as one of 15 accountants in the world on the Intuit Accountant Council, a group that helps shape QuickBooks’ direction. Since 2010, Dan has worked with clients to obtain their goals, dreams, and develop strategies to make their business better. Dan has been instrumental in keeping Ignite Spot at the forefront of technology and business processes. He’s involved in partnering with firms and individuals that offer growth opportunities for his Ignite Spot team. Under Dan’s leadership, Ignite Spot has grown from a handful of accountants and local clients to over 30 team members and hundreds of clients across the country.
M. Darren Root, CPA.CITP, CGMA, is general manager of Rootworks—the profession’s leading accounting firm-improvement organization. Having managed his own CPA firm for more than 30 years, Darren’s vast accounting experience is rivaled only by his passion for helping firm owners modernize and transform their practices into thriving, sustainable enterprises—which is why he launched Rootworks in the first place. His real-world experience and innovative ideas incite clarity and excitement among Rootworks members as they work to build their own modern, highly profitable, and technologically savvy firms.
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, 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.
An industry veteran, David Glantz co-founded Business Cents more than 15 years ago and is recognized today as one of the leading consultants in the implementation of business systems, from accounting and retail/hospitality/POS to inventory management and data migration. After a successful 20+ year career as a professional services executive for accounting and technology software companies (Macromedia/Adobe, Pyramid Integration, Flexi International, Ross Systems), David left the comforts of the corporate world to independently pursue his passion of helping companies solve business challenges- and in 2003, Business Cents was born. Business Cents is a long-standing Premier Intuit Reseller. David has written blogs and articles for various industry publications and maintains all the certifications available as a QuickBooks and Lightspeed expert.
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 Apps.com. 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 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 David@FuseFinancialPartners.com for strategies and tools to ignite your small business performance.
Dawn has in-depth accounting expertise, coupled with a personal understanding of the challenges of running a business. Through her experiences as a business owner, she has discovered the importance of the relationship between good accounting records, good business processes and running a successful business. If you are looking for an ethical, professional and qualified accountant, look no further. Dawn's passion is working with companies who are interested in being successful. One of the most important value-add areas that Dawn is able to bring to the table is her connections and relationships with individuals at Intuit®. Yes, individuals, not the corporation. Through these experiences, Dawn is able to get real-time, real access to answers to YOUR questions.
Dawn Scranton owns qbSolutioneers, a firm offering QuickBooks® consulting and implementation services. She has assisted Quickbooks users since 1993, and is an implementor, developer, speaker, and author.
Dean Aramburu is a product specialist supporting various sales teams, and creates Intuit® ProConnect™ webinars and demos for smaller accounting firms. He has been with Intuit since January 2018; his mission is to help tax and accounting firms understand the positive impacts implementing cloud solutions can have on their business and in their clients’ lives. Dean received his undergraduate degree at Texas A&M University in 2017, and will graduate with his master’s of business administration degree from the University of Louisiana at Lafayette in May 2021.
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 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.
Debra is a partner in Behind the Scenes Financial Services with her husband, Harold Hickey. Debbie believes that accounting can change lives; when you know your numbers, you change your future. She's been working in accounting since a little girl. In the evenings, her dad prepared tax returns. When other fathers were throwing baseballs to their kids, Debbie's dad was teaching her what goes on a Schedule A! Debbie has been an Insightful Accountant Top 100 ProAdvisor® for the past three years. In 2015, she was recognized as a Top 10 ProAdvisor, and Behind the Scenes was honored as an Intuit® Firm of the Future. She's a Certified Advanced ProAdvisor in QuickBooks® Desktop and Online. In her spare time, she plays the violin and is concertmaster of the Volusia Community Symphony. Debbie and Hal live in Port Orange, Fla.
Dene Paquin is the marketing manager at Enkel Backoffice Solutions , a Vancouver-based accounting firm that provides day-to-day bookkeeping services for small- and medium-sized businesses. Enkel strives to provide fellow entrepreneurs with a better system for managing their bookkeeping, cash flow and financial data, so they can focus on growing their business.
Derek Miller is a digital marketing consultant and experienced copywriter. In addition to professional experience in content marketing, SEO, social media, email marketing and web design, he also frequently writes for Entrepreneur, Microsoft SMB Blog and Score.org and other publications.
Dhiraj Nallapaneni is a product marketing writer at BirdEye. He creates content around how businesses can deliver fantastic customer experiences.
Diana Crawford, CPA, is managing partner of Crawford, Merritt & Company, a firm in the Atlanta area that serves unique businesses with unique challenges. She is a business coach who champions her clients to succeed, and a networking titan who has built a firm through relationships. Diana has 30 years' experience in bookkeeping, tax, government auditing and fraud investigations. She has authored and delivered education/certification courses on QuickBooks® and Intuit ProConnect™ ProSeries® for Intuit, the North Carolina Association of CPAs, the Georgia Society of CPAs, the U.S. Department of Health and Human Services, and the U.S. Department of Labor.
Diana Mackie is a writer and a believer in The American Dream: small business. Diana helps small businesses stay up to date on the latest news, best practices, and most importantly, the top digital tools to increase efficiency and productivity. She also writes for Funding Gates, a company that produces an Accounts Receivables software that does just that. Check out their blog for daily advice and tools, just for small businesses.
Following three years in public accounting (CPA license), and 13 years in banking (Certified Internal Auditor designation), Diane Gilson founded Info Plus Accounting, Inc. in 1994. As one of the first Certified QuickBooks ProAdvisors® in 1997 – she has earned all certifications available since then as Advanced Certified ProAdvisor, Enterprise Certified ProAdvisor, and QuickBooks® Online Certified ProAdvisor. Diane is also an Intuit Premier Reseller. Through Info Plus Accounting, she helps construction and manufacturing companies throughout the U.S. customize QuickBooks Pro, Premier, and Enterprise desktop software to consistently provide the job-cost and management accounting reports they need. Through personal presentations, and via Internet connectivity, she works hand-in-hand with hundreds of company owners and their team members, as well as with other accounting professionals and consultants throughout the U.S. Diane has also created an extensive set of online training classes for QuickBooks Construction and Job-Cost Accounting as well as a variety of user-friendly accounting support products including Accounting PRO™ (a prebuilt QuickBooks construction template), Month-End Closing Procedures , and the eCPA (employee Cost & Pricing Analyzer) © labor-burden calculator).
Dianna is president of Targeted Accounting and has 20 years' of accounting and business management experience. She is a certified QuickBooks® ProAdvisor with desktop and online certifications - and has been a ProAdvisor since the inception of the programs.
Dionne owns SmithBooks Accounting , Inc; providing cloud based accounting solutions via QuickBooks On-line for small businesses and charity groups. She is a Certified QuickBooks On-line ProAdvisor and very proud to be a 2016 Firm of the Future winner .
Dmitry, co-founder of Veryfi, is an immigrant from Belarus, hacker and entrepreneur. He holds a Master's degree in Machine Learning and Computer Vision, and built his first neural network in early 2000s. Prior to Veryfi, Dmitry managed three engineering teams at Quotient Technologies (NYSE: QUOT), also the place where Dmitry met Ernest, became friends, and later starting Veryfi together.
Dmitry grew a startup from zero to 40 million views per month, and got acquired by Google in 2014. He translated his know-how into JustReachOut.io, a software platform which is now used by 5,000+ small businesses to pitch journalists at publications, radio, and TV on their own without PR firms (and get featured in press every week). Dmitry is a contributor at Forbes, Entrepreneur, ReadWrite, TheNextWeb, Business.com, Wired, and many others. He also blogs on his own site at CriminallyProlific.com.
Donna Ohman is a senior social marketing manager with Intuit.
Donna Serdula is the foremost expert in LinkedIn profile optimization and author of LinkedIn Profile Optimization For Dummies . She's proven that a strong LinkedIn profile is the key to performing well on LinkedIn. Visit LinkedIn-Makeover.com to get your LinkedIn profile professionally written.
Dora Farkas, Ph.D., is the marketing manager for Sync with Connex. Sync with Connex, founded in 2010, automatically sync sales, inventory, customers, sales tax, and fees from e-commerce platforms with QuickBooks Online and Desktop. With over 30 integrations, and a 100% US-based support, Sync with Connex has helped thousands of small business owners automate data entry into QuickBooks, grow their online sales, and expand to multi-channel sales.
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.
Prior to joining the copywriting team at TSheets by QuickBooks, Dottie Chong spent 15 years in marketing communications and content management focused on driving engagement and brand affinity. When no one is watching, she indulges in K-pop, knitting and karaoke, all at the same time.
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, 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 is a CPA at Eide Bailly LLC. 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.
Elcorese Brown is a financial expert who operates from a genuine place of compassion and trust. As a valuable resource to the business community, she is a relationship builder between the business owner and their financial future. With more than 20 years’ experience in the financial services industry, holding advanced degrees in business, accounting, and project management, she is owner of Charis Business Solutions, where she serves as a catalyst for change to educate and empower others to make healthy financial decisions with peace of mind. Her firm offers bookkeeping, taxes, financial consulting services, and QuickBooks support. In her experiences in accounting and banking, she noticed that a lot of business owners were overwhelmed with the financial tasks of their company. As a result, Elcorese wants to use her skills and experiences to be counted on for assistance with their financial management needs, so owners can focus to be on the part of their business “they enjoy.” Open to a virtual coffee? Let's chat! https://zoom.ai/go/coffeewithelcorese
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: www.mentorplus.com.
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 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.
Digital Marketing coordinator at LedgerDocs, Eithne O’Connor has a passion for marketing technology, accounting and small business.
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 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
Elena Okowita's writing experience writing includes public relations, editorial, and research. She earned her bachelor of arts in journalism degree from the University of North Texas, where she graduated summa cum laude.
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.
Emilie Bingham is the brand content strategist at ScaleFactor. She focuses on communicating complex financial information in a way that's approachable to small business owners.
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 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 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.
Eric Clements leads tax development content teams for Intuit® ProConnect™ Tax Online and Lacerte®. He has a bachelor’s degree in accounting from Oral Roberts University, a master’s degree in business administration from Rockhurst University in Kansas City, and more than 20 years of experience in developing tax software.
Erin is the ultimate bookkeeper's friend! As a national trainer for Intuit®, Erin educates hundreds of accounting professionals every month for QuickBooks Accountant University , and in 2015 The Bookkeeper's Friend was named a top-20 Firm of the Future by Intuit. Prior to the launch of the Bookkeepers Friend, Erin was a highly sought-after instructor for Intuit QuickBooks Training (Real World Training). During this time she educated thousands of QuickBooks desktop students across the United States and Intuit Support teams. She was named Trainer of the Year by Real World Training in December 2012. Helping users on a more personal level is her real calling. Through her personal coaching, thousands of companies have learned to effectively navigate and customize QuickBooks for their particular use. Erin continues to assist accounting professionals to realize the full potential of both cloud based and traditional software options. Erin and The Bookkeeper's Friend co-founder/husband, Jonathan Dyer, reside in Joshua Tree, California, and have their main office in San Diego.
Ernest, co-founder of Veryfi, brings a wealth of Financial Service experience from AMP Ltd (in Sydney, Australia) and Startup to IPO experience from Quotient Technologies (NYSE: QUOT) in Mountain View, CA. After catching the Silicon Valley startup bug, Ernest started his first venture backed business in Healthcare. Later, moving on to start a second startup, bringing him back to his FinTech roots with Veryfi, a Y Combinator backed company.
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. She was named the 2019 Trainer/Writer ProAdvisor by Insightful Accountant.
Eva Velasquez is the President/CEO of the Identity Theft Resource Center.
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This article is authored by the Intuit Firm of the Future team. For more information, visit www.firmofthefuture.com.
Florence Fung is a CPA and a tax content analyst at Intuit.
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, 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 firstname.lastname@example.org.
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.
Gale Kirsopp is the CEO of 4700Group, a virtual accounting firm that works exclusively with law firms. While working at the intersection of accounting and technology, 4700Group provides their clients outsourced accounting services using QBO and Clio at the core, as well as cloud-based solutions that are in compliance with the American Bar Association RPC (Rules of Professional Conduct). As an international speaker and trainer for both accountants and lawyers, Gale believes accurate real-time information can be a differentiator in running a successful law firm. On the personal side, Gale is both an avid hiker and reader.
Gary W. Wood, CPA, is a partner at Compere Robinette CPAs in Ozark, Mo. At the young age of 31, Gary left a safe, secure job to acquire a 30-year old CPA firm in his hometown. He has led his firm through a transition from its co-founders to a second generation of leadership, and honed it from a 30-year old traditional firm into a modern firm of the future. Gary has a passion for CPA firm succession planning. AICPA recently chartered a networking group for young CPA firm owners, and Gary was asked to be a charter member. The networking group meets to discuss hot topics and strategic planning for small firms across the United States. Gary is energized by the “circle of life” prominent in his group. “At small firms, we learn stuff the hard way through trial and error, then give back to our community of other small firms by sharing our successes - and more importantly our failures - within the group,” says Gary.
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 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 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 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 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.
Guy Pearson is co-founder and CEO of Practice Ignition . He has 10+ years’ of experience in professional practice and is a Certified Chartered Accountant.
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 is a CPA and founder of Satterley Training & Consulting, LLC, a consulting firm focused on helping businesses define, design, and automate their processes by employing innovative strategy and cloud-based technology. Heather is an Advanced Certified ProAdvisor®, a member of the exclusive Intuit® Trainer/Writer Network, and a Zapier Certified Expert. She holds an undergraduate degree in accounting, and a master’s degree in Innovation from Northeastern University in Boston. Heather is the co-host of the QB ‘Appy Hour with Liz and Heather, a webinar series devoted to building awareness in the accounting community about the latest technology trends and best practices in a fun, relaxed environment. Heather was named a categorical Top 10 ProAdvisor in 2017 and 2019, and has been listed as a Top 100 ProAdvisor for the past six years by Insightful Accountant. She was also named to the Top 100 Influential People in Accounting in 2019 by Accounting Today. Heather was recently named a Top 100 ProAdvisor for 2020. Find Heather on Twitter @hsatterley.
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 ENTERPRISE.expert.
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.
Howard is a graduate of the Wharton School of Business of the University of Pennsylvania and has been a CPA since 1993. After starting his career with Big Four accounting firm Deloitte, he went on to become a business manager and director in the Investment Banking Division of Citigroup, where he spent 15 years. After leaving investment banking, Howard built a successful consulting and tax practice in Frisco, Texas, focused on owners of closely held businesses. He is also a Registered Investment Advisor and Advisor Partner at 7th Harvest Investments. Since 2012, Howard has been a senior financial advisor to the world’s leading experts on patent monetization and is currently involved in a project that will create a global patent marketplace using blockchain technology. Howard spent three years living in Argentina and enjoys traveling with his wife and business partner Marianne Goodman. Through his fluency in Spanish and interest in theology, he translated “On Heaven and Earth,” the first book to be published by Pope Francis in English following his papal inauguration.
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.
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).
Ilene Eisen heads up ie Solutions, a technology consulting firm in Monterrey, California, focused on providing accounting software solutions and information system solutions.
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 is founder and principal accountant at KORE Accounting Solutions, a future-focused management accounting firm specializing in providing legal professionals and business owners with the data and insights they need to stay compliant and run more profitable businesses.
The Intuit® Accountants team provides ProConnect™ Tax, Lacerte® Tax, ProSeries® Tax, and add-on software and services to enable workflow for its customers. Visit us at the ProConnect website or follow us on Twitter @IntuitAccts.
This article is authored by Intuit® ProFile team. For more information, visit the ProFile website .
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, 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."
Jacint Tumacder is a senior product manager at Intuit's QuickBooks group. He is based at Intuit's headquarters in Mountain View, CA. He has worked on QuickBooks since day one when he joined Intuit in 1992 as a tech support rep, on the initial team that supported the very first version of QuickBooks.
Jackie Meyer, CPA, CTC, is president and founder of Meyer Tax Consulting, LLC, in Southlake, Texas. Her team works with executives on strategic tax planning while also consulting on industry best practices as a speaker and thought leader.
Jacob Schroeder, CPA, is the CEO and founder of Ascend Consulting, LLC. He works with small business owners to help them truly understand and assist them in scaling their business. Jacob is also a member of the 2017-2018 Intuit’s Accountants Council.
As a project manager for Boomer Consulting, Inc., Jackie plans, executes and manages the people, resources and scope of many of the firm’s projects, programs and events. Jackie supports multiple phases by providing assistance and constant communication with clients and sponsors, and by serving as an event liaison for programs and consulting engagements. Her primary roles include overseeing Lean Six Sigma Consulting and The Boomer Technology Circles™ Partnering Sponsor Program. Jackie thrives at the opportunities to build new relationships.
James Byrnes is a tax researcher on the Intuit team responsible for sales tax calculation and filing inside QuickBooks, a part of the Small Business and Self Employed Group. He focuses on providing the tax content that drives sales tax calculations in nearly 12,000 tax jurisdictions across the United States. James is also a licensed attorney.
Jamie is owner and operator of JE O’Kane CPA, LLC, in Centennial, Colo., where she provides advanced tax planning, tax preparation, growth consulting, and accounting services for women-owned veterinarian and dental practices across the country. A QuickBooks® Online ProAdvisor, she is also the founder and host of The Abundant Beans Podcast, a weekly podcast that brings to light the struggles, successes and purpose of entrepreneurs all over the world. Jamie has two school-age kiddos and one engineer husband.
Jan Haugo has a virtual accounting practice that allows her the freedom to help deep dive into her clients' companies and develop the goals and dreams on a case-by-case basis. Additionally, she is CEO of the ICBUSA, a division of the Institute of Certified Bookkeepers UK office. Their mission is to empower bookkeepers to higher standards of education and certification. ICBUSA is creating an experience for the bookkeeper that will give them the confidence and standards they deserve, in a community that has been underserved for many years.
Jane Hurst is a writer, editor, and avid traveler from San Francisco, CA.
I'm a freelance writer and a Certified Public Accountant with nearly two decades experience in accounting and insurance. I write about income taxes, accounting, small business, insurance, credit, saving for college, student loans, and personal finance.
I am a Certified Quickbooks Pro-Advisor since 2009 and have been a bookkeeper for over 25 years. I have worked for mainly small business over the years. I work mostly on QB Pro/ Premier, but have experience in Mac, Online and POS as well. I also teach classes/ seminars in QB as well as individual consulting.
Janice Figov is a Certified Adult Educator with more than 20 years' experience in the software and training industry. She is passionate about training, specializing in training people in QuickBooks. Goodbye boring accounting & bookkeeping training! Janice makes learning numbers fun.
January Colandrea, CPA, is a tax content analyst working at Intuit ProConnect for ProSeries in San Diego. Prior to joining Intuit in September 2016, January worked as a senior tax analyst in public accounting and in private industry specializing in international taxation.
Jasen Stine has worked in the tax and accounting profession for more than 20 years, and is currently responsible for driving Intuit ProConnect training and education strategy. He is a thought leader on the Fourth Industrial Revolution, and recently worked on a team to implement natural language processing technology, currently patent pending, in educational programs.
Jason loves to dream and play with matches. He wears flip flops, jeans and says “dude” a lot. Jason loves new game-changing technology and plays rock and roll too loud. He brings clarity to creative people, and loves Jesus a lot. Duties: Business coaching and counseling, process design, innovation, creative strategy creation, change agent, leads the firm and supports the team.
Always looking for the next evolution in the accounting industry.
Now in her 10th year of business, Jennifer found that her knowledge in evolving her practice had to be shared. Today, she is a content writer and mentor in the Intuit Mentoring Program. Along with running an ever-growing practice, known as Moore Details Bookkeeping, she's raising three kids with her supportive husband in Ontario, Canada. Her passion to help has provided her with opportunities to speak at events, such as the annual conference for the Institute of Professional Bookkeepers of Canada and the prestigious Intuit Thrive Conference.
Owner Gurwell Tax & Consulting LLC. 15 years of tax, audit, and consulting experience. Member of the Intuit Trainer Writer Network
Jeff Borschowa is an author, educator, and curator of all things related to accounting efficiency and technology.
Jeff Stimpson has several decades of B2B experience in print and digital. He currently writes about taxes for consumers and professionals on a range of business topics.
Jen is the marketing manager at Plooto. She is a creative, data-driven leader who is passionate about helping businesses find a solution to their payment problems. When she’s not saving the world from payment tragedies, you can find her playing jazz music and painting in the city.
Jennie Tan is Managing Editor of the QuickBooks Online Blog (qboblog.com), the official site for QuickBooks news and tips. She's also a big fan of The Office.
Now in her 10th year of business, Jennifer found that her knowledge in evolving her practice had to be shared. Today, she is a content writer and mentor in the Intuit Mentoring Program. Along with running an ever-growing practice, known as Moore Details Bookkeeping, she's raising three kids with her supportive husband in Ontario, Canada. Her passion to help has provided her with opportunities to speak at events, such as the annual conference for the Institute of Professional Bookkeepers of Canada and the prestigious Intuit Thrive Conference.
Jennifer Pollock is the Editor in Chief of Square's blog and business resource center, Town Square. She regularly writes on topics that help entrepreneurs start, run and grow their businesses.
Jessica Daley, founder of Xcelerate, wife to Greg, Mother to four children and co-leader with her husband of an Incredible Team, finds herself transitioning between these roles all day long. She started Xcelerate in 2011 to help pay for an adoption. After the adoption was finalized, the question arose if she could run a company on top of all her other duties. With courage and tenacity, Greg quit his stable job and took a risk to grow Xcelerate. Never looking back, Greg and Jessica now run a cloud-based accounting firm for churches. In their previous life, Greg was a pastor in Seattle, WA which now allows them to build great rapport with their client base. Cloud-based accounting allows them to be present with their children's busy lives, have healthy life rhythms, and "Help Families Thrive" which is Xcelerate's vision! Greg and Jessica live in Colorado, love to travel, will read any business book they can, enjoy visiting their family on the East Coast, and can't wait for what the next years hold for Xcelerate.
Jessica leads the communication and engagement strategy for the QuickBooks ProAdvisor® program. She brings a long history of user experience and engagement strategy experience, with a passion for seamless customer experiences. When not in the office, you’ll find her outside exploring the Bay Area.
Jill has more than 20 years' experience as an accountant, and has been nationally recognized as an international QuickBooks Online expert and an Intuit Firm of the Future. She believes financial management is like a puzzle; put the pieces together correctly and you get a picture that tells the perfect story about your business. Jill not only puts the puzzle together, but helps her clients understand the meaning behind the story.
Jim Boomer is CEO at Boomer Consulting, Inc. He is also director of the Boomer Technology Circles, The Producer Circle, The CIO Advantage and an expert on managing technology within an accounting firm. He also serves as a strategic planning and technology consultant and firm advisor to CPA firms across the country.
Jim is a partner at WithumSmith+Brown where he is partner in charge of Firm Technology and Managing Director of Advisory Services. He is a past president of the New Jersey Society of CPAs and past member of the AICPA’s Board of Directors and Governing Council. He also previously served as chair of the AICPA CITP Credential Committee and AICPA Tech+ Conference, and is the current co-chair of the AICPA’s ENGAGE Conference. He has been continually named by Accounting Today as one of the Top 100 Most Influential People in the Profession and as one of the Industry’s Top 25 Thought Leaders by CPA Practice Advisor . Jim can be reached at email@example.com.
Jim Buffington, CPA, is a customer liaison with Intuit® ProConnect™. He has 20+ years of professional experience in sales management, public accounting, strategic alliances, product marketing, business process design, new business development and strategic planning.
Found of KJ Tax & Accounting, Jim spent many years in public accounting and in the private sector in positions ranging from controller of a building materials company to CFO in a large manufacturing firm. Jim is a CPA, registered to practice before the IRS, as well as a QuickBooks ProAdvisor.
Jim McGinnis is the leader of Intuit's Accountant Segment, and has led accountant teams since he joined Intuit in 2010 as vice president of marketing. His extensive marketing, general management and global experience has been invaluable as the Accountant and Advisor Group continues to serve as a center of excellence for Intuit's worldwide efforts with accountants.
For 2+0 years I have been helping small businesses with their accounting software. I am a QuickBooks Advanced ProAdvisor and support QuickBooks for the desktop, QuickBooks Online and QuickBooks Point of Sale. I teach groups and individual to become the best they can be. I specialize in job costing, inventory and payroll. I love them all! Writing is another passion, but that goes with the educating.
Joanie Cooper Mann is a recognized authority in the areas of ISV cloud enablement and ASP service delivery, and provides consulting support for developers bringing their applications online, and to cloud service companies desiring to develop or expand partner ISV relationships. Additionally, her extensive work with accounting professionals worldwide has positioned her as an expert consultant and adviser to practitioners looking to leverage cloud accounting solutions, web-based applications and Internet technologies in their firms and with their clients. Joanie Mann has over 30 years of experience in network integration and consulting, workflow and business process automation, and application virtualization and delivery. The past 18 years has been a focus on the development of cloud hosting and online application service models for developers, serving the small/medium business market.
Preferring the title Full Stack Jack (of all trades), Jo' Peach manages dev marketing for Intuit® Developer. Prior to Intuit, Jo managed developer marketing for companies such as PayPal and eBay, and several Silicon Valley startups. When not teaching herself new languages in addition to French, Italian and Ruby, she travels to various parts of the world to connect with their tech communities.
Joe Carufe is a director at System Six Strategic Bookkeeping & Analysis, a firm specializing in customized bookkeeping, accounting, and controllership services to provide greater financial control, insight, and peace of mind for businesses in the Seattle area and throughout the country. At System Six, he focuses on strategy, technology, efficiency, and talent integration. Previously, Joe was president of Two Roads.
Joe Lauer is founder and CEO of Greenback, a QuickBooks® app that fetches itemized receipts - automatically. Joe is a tech entrepreneur with decades of experience in web, mobile, payments and big data.
As an author, consultant, business coach, and national speaker, Joe has trained over 125,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices. Joe is the host of Woodard Institute, Woodard Alliance and one of the world's leading training conferences for small business advisors called Scaling New Heights(R). In 2012, and 2014-2019, Joe was recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession. Joe regularly publishes articles for Intuit publications and for Insightful Accountant, and Joe has been featured repeatedly in Accounting Today and AccountingWEB in both articles and in video interviews. Joe is the CEO of Woodard Events, LLC, which provides education, coaching, resources, and a community for small business advisors and small business owners within the accounting industry.
Joe Abesamis is a redemptive CPA who exists to fix what is wrong in the public accounting profession. Since 2007, he has worked in various firms where billable hours were valued over outcomes, profits came before people, and men became machines. He wants to reverse the curse and provide hope for a brighter future to the profession. Joe aims to inspire the next generation by example through BaCo Group PLLC, a boutique tax and accounting firm, and BaCo Tech, an accounting tech company that will eliminate “busy” season from our vocabulary.
Joel Hodges Joel Hodges is Tax Content Group Manager for Intuit ProConnect Group, passionate about winning with accountants and their clients, fan of Aggie football and Texas Ranger baseball, and proud father of three boys.
Joe Paddock, CPA, is owner of Paddock Accounting, a 100 percent-remote firm in Dallas, Texas. After passing all four CPA exams and working full time in New York, he relocated to College Station, Texas, and worked as head of the business solutions department at a CPA firm that is in the top 10 percent of U.S. firms. Coming from a family of eight with four brothers and three sisters, he and his brothers hold the national record for the most wins in the country for wrestling. Joe and his wife, Louana, live in Dallas with their dog, Maddie.
Johanna leads the content development for QuickBooks ProAdvisor® training. She has extensive history in creating user experiences grounded in learning best practices.
John Battley is the co-founder and CEO of fintech company Penny Inc, which offers a smart expense management app that's integrated with a prepaid debit or virtual card to better control business expenses. Having owned one of Australia’s largest independent travel management companies, Globetrotter, John, along with fellow co-founder Tony Ferguson, identified a lack of suitably priced expense management services for small- to medium-sized businesses. Today, Penny Inc has a fast growing customer base of SMBs and non-profit organizations in the United States.
Jonathan Bello has been supporting small businesses since 1987. He has helped them set up accounting solutions since the good old DOS days. Now, he is helping them have the best books possible through his great team and automation. Recently named to the Top 100 ProAdvisors by Insightful Accountant, and working with QuickBooks since it’s inception, he has been an Certified ProAdvisor since 2001, an Advanced QuickBooks Advisor in 2007 and helped with several other Intuit solutions. In 2013, Intuit recognized One 8 Solutions as a top-rated Intuit Advisor in their worldwide network. He is also a member of Intuit's Writer/Trainer network and an Intuit Premier Reseller.
Jonathan Michael is the Marketing Manager for Outpost, a shared inbox tool by Palo Alto Software, the same that created LivePlan. Jonathan has spent more than a decade in digital marketing, helping businesses all over the world tell better stories, connect with their customers, and grow.
For more than 25 years, Jonathon has participated at an executive level in five early stage efforts, with a knack for translating and interpreting market conditions into internal and external objectives. He has developed businesses around immature markets in the areas of telehealth, educational assessment, interactive television, video game and web development, and mobile technology.
Jonyce Bullock has been a part of Intuit's ProAdvisor program since 1999. She started her career at Squire and Company, PC, a regional accounting and business consulting firm located in Orem, Utah. Shortly after starting, she was handed a QuickBooks box and was told that she was to teach a client how to use it. After self-teaching herself how to use the program, she quickly found that she loved teaching clients how to use their QuickBooks software. During her professional career, she has been recognized as an Intuit Top 100 ProAdvisor, Top 40 under 40 CPA's in America and AICPA/UACPA Women to Watch — Emerging Leader. She specializes in accounting technology design and support, business advisory, tax planning and compliance, and strategy design and implementation.
A licensed CPA and CGMA, Josh is also a family man who calls Chicago home. Before venturing on his own with a mission to help small businesses at Lance CPA Group, Josh spent his early career at a top 10 national public accounting firm and worked at an ultra-high net worth family office. Josh is also head of accounting for Practice Ignition and an adjunct professor at Northwestern University. He enjoys making wine at home, cooking, traveling, and cheering on his favorite football and soccer teams. He was honored by being selected to the 2017 class of the AICPA Leadership Academy and was named one of the 40 under 40 in 2017 by CPA Practice Advisor.
Juliet Aurora is the CEO of AIS Solutions, an award-winning bookkeeping firm based in Ontario, Canada. She strongly believes that small business is the backbone of the economy, and that by helping them succeed, she can have the greatest impact on the world around her. Her mission is to have AIS Solutions become the standard against which all other bookkeeping firms are measured.
Jyothi is a product manager with Intuit's ProAdvisor program. His professional Interests include general management, marketing, product management and product strategy.
Kaitlin is Method’s Associate Marketing Manager. With a background in lead generation, Kaitlin is passionate about delivering content that is valuable and fun to read. When she’s not interacting with Method's awesome users, you’ll find her on the beach with her bulldog Duke.
Kara Parkinson is the Group Marketing Manager for Small Business Customers at Intuit Canada, where her mission is to fuel small business success by helping small businesses find and understand their best accounting solutions. Follow her on Twitter @ParkinsonKara
Karen Love is the Director of Practice Growth for PKF Texas. She is a marketplace strategist and connector for prospects, clients and friends of the firm. Her innovative practice growth strategies and inside-out approach to practicing what she preaches has enabled the professionals at PKF Texas to gain access to strategically key organizations in international Houston. Karen can be reached at 713-860-1459 or firstname.lastname@example.org.
Karen Magno, a consultant at Transaction Pro for QuickBooks, has been helping small businesses and their accountants eliminate manual data entry to and from QuickBooks for more than 10 years. Karen is a QuickBooks Desktop and QuickBooks Online Certified ProAdvisor.
Karen Mattull is the Director of Human Resources for BeachFleischman PC. She is responsible for overseeing the HR function for both firms, including recruiting and hiring, performance management, employee relations, wellness and HR compliance. She is also a certified senior professional in human resources.
Karen was a Top 10 QuickBooks ProAdvisor in 2018, and has held a spot in the Top 100 QuickBooks ProAdvisors for the last 7 years. In her over 30 years of bookkeeping and accounting experience in the construction and home-building industries, 20 of those years have been working intimately with QuickBooks and getting to know all the ins and outs. She holds advanced certifications in QuickBooks Desktop and QuickBooks Online products, and also is a member of the Intuit Trainer-Writer network, where she has crafted presentations for conferences. When she’s not working with clients or at a QuickBooks conference, you can find her baking delicious homemade bread, planting vegetables in her garden, and running around with her 4 grandchildren.
Karine Woodman is the CEO & Founder of 24hr Bookkeeper, coworking space owner of TechTank. She is a Certified QuickBooks ProAdvisor, currently is a member of the Intuit Trainer/Writer Network, and is Intuit-centric. She helps businesses simplify their processes, become more efficient and implement systems utilizing QuickBooks Online and third-party applications.
Kathleen Wong, CPA, CA is a Tax Analyst in the ProFile corporate tax team of Intuit Canada. She has over 7 years of experience working in public accounting firms for various tax and accounting engagements prior to joining Intuit.
Kathy Gregory has 20 years of experience in business development, including financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors. At LivePlan, Kathy runs the specialized program for Strategic Advisors and writes for the Strategic Advisor blog . She is a graduate of the University of Oregon.
Kathy Grosskurth is an Advanced Certified QuickBooks ProAdvisor® in both Desktop and Online platforms. Starting out in 2005 as treasurer for a local disaster recovery group after Hurricane Dennis dumped record rains and caused catastrophic floods in South Cobb County (near Atlanta, GA), Kathy became hooked on QuickBooks® and started taking on paying clients. Since 2016, her practice (dba Bookkeeping Clean and Simple) has pivoted providing training, advisory, and consulting services to clients across the country. She is being increasingly sought after for her Bookkeeping Basics course, and is increasingly being tapped to speak at local meetings and national conferences such as the annual Scaling New Heights event put on by the Woodard Group. Also a member of the Intuit Trainer/Writer Network, Kathy is recognized as a Top 100 ProAdvisor for two years in a row (2019, 2020). Kathy's other passion is mentoring promising bookkeeping students. She is married with two grown children (one a NICU nurse, another an Eagle Scout working in the IT field) and spends her free time traveling, volunteering at the local food pantry, and helping job seekers and career changers through her Cobb Career Site's Facebook page.
Kathy McQuiggan, owner of Beach Cities Accounting, is a CPA and an Advanced Certified QuickBooks ProAdvisor. Their niche market includes attorneys, doctors, dentists, orthodontists, contractors and other professional service firms.
Katie is the CEO and Founder of Certum Solutions, an accounting consultancy located outside of Charlotte, NC. As an Advanced Certified QuickBooks ProAdvisor in Desktop and Online, Katie has helped hundreds of organizations scale through the use of effective technology, and has coached dozens of bookkeepers through building their own successful practices. A life balance advocate, when not writing, Katie is often found gardening or hiking with her family.
Before founding CPA Growth Guides in 2015, Katie Tolin spent nearly 20 years in professional services marketing in local, regional, super regional and national firms. An award-winning marketer, she has experience in setting firm and niche marketing strategy, business development support, content marketing, public relations, and product management. Today, she helps CPA firms across the country drive top-line revenue and profitability through data-driven marketing strategies, specialization, inbound marketing and formalized sales processes.
Prior to joining the TSheets by QuickBooks marketing team, Katie McBeth spent her time writing for various blogs across the web, including Quiet Revolution, Fortune, and many more. Her degree in anthropology helped her establish a strong foundation for researching and empathizing with the many fascinating people she interacts with. When she’s not writing, she’s hanging out with her small private zoo of three cats, two dogs, and dozens of plants.
Kaydee Peterson is owner of Peterson Business Services, offering accounting technology solutions, training, implementation and outsourcing for businesses across the country. Our primary service area is the Pacific Northwest, though we do travel and offer remote services to fill the needs of our clients.
Kellie is a relentless organizer and believes cloud financial technology is key to organization. An ardent devotee of QuickBooks Online, Kellie is passionate about introducing QBO and its app partner programs to accountants and their clients. She now spends much of her day educating accounting firms and SMBs, but loves keeping her head firmly in her bookkeeping clients’ day to day accounting needs as well. Kellie and her husband Jeff, a Fly Fishing Guide, have three grown kids, a puppy and elderly Australian Shepard. She is an avid runner, water and snow skier, and live music fan. Kellie is a proud member of the Intuit Trainer Writer Network. Certified Professional Bookkeeper, QBO Advanced Pro Certified, Hubdoc Advanced Partner, WagePoint Certified, Plooto Certified and a 17Hats Partner. (Clearly Kellie is “certifiable”!)
Kelly Cherniwchan is CEO and co-founder of chata.ai, an AI software company that is emerging in the cloud accounting market. Kelly has an MBA with a specialization in finance. He previously co-founded a company where he served as CFO and learned first-hand the business value of artificial intelligence. chata.ai is a conversational analytics assistant that helps users access, search and analyze data.
Kelly Bistriceanu is a writer, professional friend-maker and head of accounting partnerships at CollBox. She loves working with accounting professionals to help them navigate today’s changing technological landscape in the name of building their dream businesses.
I have been a CPA since 1994 and am currently the Practice Administrator for Fresno-based CPA firm Moore Grider & Company. I am also an Advanced Certified QuickBooks Pro Advisor (Desktop) and QuickBooks Online Certified.
Kessla has worked in growth, marketing, customer service and web design at SKYsmb for more than eight years. She has worked closely with her father, Scott Sloan, to transform the family accounting firm into a rapidly-growing business design company by leveraging technologies to create a seamless cloud-based experience for the team and clients. She specializes in customer experience design and onboarding.
Kevin Bass, CPA, is a shareholder at Rivero, Gordimer and Co., a CPA and Advisor firm in Tampa. His areas of concentration include tax preparation, planning and consultation for individuals and closely held corporations and partnerships, general financial and operational consulting, QuickBooks Pro accounting systems consulting, mergers and acquisitions, and IRS representation.
Kevin Lane is the Founder/Owner of Lane Family Financial, a company whose mission is to provide consumers throughout North America and abroad with the education, the discipline and the system they need to eliminate their debt, including their mortgage, years ahead of time -- without changing monthly expenses or harming credit scores.
As a Business Development Manager at Intuit, Kim Austin helps accounting firms with digital transformation, showing how both firms and clients benefit from a cloud-based apps ecosystem, including QuickBooks Online. Kim’s career includes 16+ years of experience in the document management, workflow, accounting, and cloud technology space. She has been twice named to Accounting Today’s Top 100 Most Influential People in Accounting, recognized five times by CPA Practice Advisor as a 40 Under 40 honoree, and selected by CRN Magazine as a Woman of the Channel eight years in a row. Kim’s passion is delivering amazing service to her clients and her partners. Find her on Twitter & Instagram @Kimtuitive, or follow her blog: www.viewfrommyshoes.com.
Kim Anania founded KMA Consulting LLC in 2007 after identifying the need businesses have for an HR resource to provide practical advice and guidance to eliminate risk. Kim’s career has covered all aspects of human resources and organizational development. She has supported, managed and led company-wide initiatives such as HRIS conversions, federal and state compliance, benefit management, recruiting, retention, safety, workers compensation, employee relations, coaching, and training. Kim earned a certificate in Organizational Development through the National Training Labs in Alexandria, Virginia, and a Bachelor of Arts in History and American Studies from Muhlenberg College in Allentown, Pennsylvania. She is also a member of the Society for Human Resources Management (SHRM).
Kimberly Siu is a CPA and tax specialist from public practice, who now leads ProFile’s corporate tax module.
Krista Holub manages the Intuit Tax and Financial Center at https://intuittaxandfinancialcenter.com and enjoys driving research and programmatic initiatives on financial stability and tax refund savings. Her background includes experimental research and management, and she served as Program Director at the Center for Social Development at Washington University in St. Louis immediately prior to joining Intuit. She holds a Bachelor of Arts from the University of Iowa and a Master’s degree (MCRP) from the University of North Carolina, Chapel Hill.
Kristen Nies Ciraldo is a food + finance solutionist. She is also the founder of The FRIDAY Guide – an advisory and consulting house devoted to where accounting, data, and tech meet the independent food and beverage industry. For more than 20 years, Kristen has served everyone from corner bar owners to fine dining celebrity chefs. For the next 20, the mission is to impact even more of these risk-taking vanguards by collaborating with other financial and tech professionals on F&B services and solutions – all to better understand and support these special people who make life delicious.
Kristin Korpos is a tax manager on the Intuit team responsible for sales tax calculation and filing inside QuickBooks, a part of the Small Business and Self Employed Group. She focuses on providing the tax content that drives sales tax calculations in nearly 12,000 tax jurisdictions across the United States. Kristin is also a licensed attorney.
Kristy Monahan is the chief Solutions officer and resident app addict at Dynamic Bookkeeping near Seattle, Wash. When she's not vetting software, she can be found making lives easier for ProAdvisor, CPA and bookkeeping clients, where she practices, preaches and promotes the use of apps for more productive workflow.
L. Gary Boomer is the Visionary & Strategist of Boomer Consulting, Inc., an organization that provides consulting services and peer communities to leading accounting firms. BCI's vision is to make you more successful and future ready. Areas of focus include: planning, people and processes with technology as the accelerator. Gary is recognized in the accounting profession as the leading authority on technology and firm management.
La Toya T. Haynes is a human resources business partner for Intuit. She is a graduate of Southern University and A&M College in Baton Rouge, Louisiana, where she received a Bachelor’s of Science degree in business management and The University of Texas at Dallas, where she received a Master’s of Arts degree in organizational behavior and executive coaching. She resides in Frisco, Texas, with her husband and family and enjoys cooking, movies, reading and being a New Orleans Saints fan. Fun fact: La Toya is the proud owner of a golden doodle who smiles!
Lance Wilkins is an Advanced Certified QuickBooks ProAdvisor, living and working in Central California. He is a member of Intuit's Trainer Writer Network. He writes and teaches extensively about QuickBooks products.
With more than 15 years' experience in the control and compliance software industry, Larry leads SmartVault’s compliance division. Prior to his career in private industry, he served as an officer in the US Navy and worked for several software security, and oil and gas companies. Larry earned a Bachelor of Science degree from Texas A&M University, Corpus Christi, and is a Certified Information Systems Security Professional (CISSP).
Laura Madeira is the owner of ACS, Inc., a QuickBooks Solution Provider and Reseller located in the Greater Dallas area. She has been selected to the Top 10 and Top 100 QuickBooks ProAdvisors for multiple years. She is one of the original members of the Intuit Trainer/Writer Network, has been a guest speaker for Intuit for many years and was a founding member of the Intuit Customer Advisory Council. She is Advanced QuickBooks Certified, Advanced QuickBooks Online Certified, Enterprise and Point of Sale Certified. She also is a Sage Certified Consultant representing Sage 100 Contractor software, and has written several QuickBooks training books and self-paced training videos. In her spare time, she enjoys photography, art, reading, and camping with her sisters and their families.
Laura Redmond is founder of Redmond Accounting Inc, a boutique cloud accounting firm in Silicon Valley that was awarded Intuit's 2015 Top 20 Firm of the Future and a top 10 ProAdvisor for 'Leading QuickBooks Online Practice.' Her firm is based around QuickBooks Online and its ecosystem of apps. She also co-authors Intuit's QuickBooks Online training and certification programs for accounting professionals. She is a regular speaker at national accounting technology conferences and member of Intuit's esteemed Trainer/Writer Network. She joined forces with industry colleagues to co-create Aero Workflow app for accounting firms, in order to manage their service delivery with staff, performing recurring tasks for multiple clients
Laura Madeira is the owner of ACS, Inc., a QuickBooks Solution Provider and Reseller located in the Greater Dallas area. She has been selected to the Top 10 and Top 100 QuickBooks ProAdvisors for multiple years. She is one of the original members of the Intuit Trainer/Writer Network, has been a guest speaker for Intuit for many years and was a founding member of the Intuit Customer Advisory Council. She is Advanced QuickBooks Certified, Advanced QuickBooks Online Certified, Enterprise and Point of Sale Certified. She also is a Sage Certified Consultant representing Sage 100 Contractor software, and has written several QuickBooks training books and self-paced training videos. In her spare time, she enjoys photography, art, reading, and camping with her sisters and their families. Karen Siewert has more 20 years of specialized training in QuickBooks®, and over 44 years of accounting and bookkeeping experience. She is a graduate of the State University of New York College at Oswego with a bachelor of science degree in business administration. Karen was honored as a Top 100 ProAdvisor in 2014, 2015, 2016, 2017, 2018, and 2019 by Insightful Accountant, and was named one of the Top 10 ProAdvisors in 2018. She is Advanced Certified in QuickBooks Desktop and Online products, a member of Intuit’s Trainer Writer Network, and a Meetup Coordinator. Her accounting and software industry experience includes retail, contractors, home builders, manufacturing, and the food and beverage industries. National speaking engagements include Scaling New Heights and QuickBooks Connect. Integration projects, inventory, construction, and retail are her specialties. In her spare time, Karen loves gardening, listening to books, hiking, and skiing.
Strategist, idea sherpa, copywriter and launch catalyst, Laura Wooten helps clients envision and revamp their businesses through strategy sessions and implementation coaching. She designs each client interaction to create clarity, vision and a plan—so her clients know exactly what they need to do to reach their goals.
Laurie O'Neil, trainer/coach, started her bookkeeping firm, Innovative Financial Services, LLC, in 2001. Her company, based out of East Hartford, CT, provides a host of expert financial management, QuickBooks training, recruiting and bookkeeping maintenance services for small- to medium-sized businesses throughout the region. She received Hartford Business Journal's '40 Under Forty' Award in 2004. In 2014 and 2016, she made Insightful Accountant's Top 100 QB ProAdvisor. She co-Chapters Hartford Woodard Group, and is a Member of the Intuit Accountant Trainer/Writer Network.
Lesli Furniss is a digital marketer from Montana with a love for small business. She got into marketing by starting her own niche T-Shirt E-commerce business, growing it through social media, and selling it. She relocated to Texas and joined Saddle Oak Software as a marketing specialist.
Leslie Shiner 'author, speaker, and trainer' has more than twenty years' experience as a financial and management consultant. She is the owner of The ShinerGroup, a consulting firm helping contractors gain financial control. As a business coach, she has worked with both small and large businesses to help them better understand their business practices and maximize their profits Ms. Shiner firmly believes training and education is instrumental in the growth and success of those in the contracting field. She is also the author of numerous publications that focus on the construction industry including A Simple Guide to Turning a Profit as a Contractor. Ms. Shiner is an engaging speaker with a long history of rave reviews. She continues to receive high praise for her ability to make financial management interesting, understandable, and even entertaining. Ms. Shiner's post-graduate education focused on Finance and Accounting, culminating in an MBA from UC Berkeley. Ms. Shiner has combined her knowledge of construction management with her passion for education. She teaches construction financial management seminars around the country and frequently speaks at industry conferences, both locally and nationally. Ms. Shiner has been the keynote speaker at the Sleeter Conference and at the ABC of Wisconsin Winter Convention. Ms. Shiner's past speaking engagements have included the Remodeling Show, JLC Live, the World of Concrete, CEDIA Management Conference, and the International Roofing Show to name a few.
Lindsey is a contributing writer on the Expensify team. Expensify delivers an industry-leading, cloud-based expense and travel management app that directly integrates with Intuit QuickBooks.
Lisa has held 4 different leadership roles at Intuit over the last 13 years - growing QB offerings from just 2 products to 15, driving strategic use of customer data and marketing innovation best practices across Intuit, and currently champion for company's new commitment to the self-employed businesses of one.
Lisa Brann, CPA, CGMA, brings more 25 years of accounting experience to provide businesses with professional, personalized services that meets her clients' needs. With a comprehensive list of services and solutions that include accounting, bookkeeping, financial reporting, QuickBooks® services, and more, Lisa is committed to seeing an organization succeed. Lisa is a member of the Intuit® Writer/Trainer network, and a business coach for the Kentucky Small Business Development Center.
Liz has worked in tax and accounting since 2002. Besides focusing on tax returns of all flavors, she’s worked on audits of governmental entities and not-for-profits, business valuations, and litigation support. Liz is also a freelance writer specializing in content marketing for accountants and bookkeepers around the world.
Liz Scott is partner in an Oklahoma City-based firm, Accounting Lifeline, which specializes in QuickBooks training, setup, support, and advisory services for small businesses. She is also co-host of The ‘Appy Hour, a webinar series focused on providing education to accounting professionals related to the apps ecosystem. She serves as the contributing author for Insightful Accountant’s recurring QBO Monday Minute feature, and is co-host of Insightful Accountant’s QBTalks QBO Quarterly Updates. Liz is a member of the Intuit Trainer/Writer Network, and writes blogs, course curriculum for the accounting community, and presents live training throughout the United States and abroad. Liz’s passion is the utilization of cloud technology in provision of real-time accounting solutions and automation, so small business owners can be empowered to make timely financial decisions. Her primary focus is integration solutions for e-commerce and QuickBooks.
Loren Fogelman, founder of Business Success Solution , is an internationally recognized success expert, and has developed a 5-step blueprint for bookkeeping and accounting professionals to double their income working half the time. She is author of The Success Solution – Break Through Limiting Beliefs for Business Success , an Amazon bestseller. Recognized as a high performance consultant by the LA Times , Loren works with business owners to grow a profitable business that supports their lifestyle instead of one that drains their life. Loren invites you to claim your FREE Get Paid What You’re Worth Book.
Lori Niederlehner, CPA, CCP, SPHR, SHRM-SCP, is BeachFleischman PC's Strategic Operations and Advisory Resources (SOAR) Chief Operating Officer. She specializes in strategic recruiting, talent management, organizational development, employee relations, leadership development, compensation, operations and business advisory services.
Louis Alleva, CPA, has been with Intuit for seven years. He is an adjunct professor in the accounting department at Nassau Community College. He resides on Long Island, New York.
Luis Sanchez is director of Marketing for Intuit Australia, where he leads a team of marketers to grow the QuickBooks brand among SMBs and advisors. He develops the long-term go-to-market strategy for Intuit Australia, is responsible for short-term execution and builds Intuit Australia's talent bench with high-performing, business leaders focused on marketing.
Lynda Artesani is president of Artesani Accounting, where she uses her expertise and organizational skills to help her small business clients grow their firms, thrive and become profitable. Her firm works exclusively with attorneys. Lynda is a member of the Intuit Trainer Writer Network, and an alumni member of the Intuit Advisory Council.
Lynn is president of Mattice Business Services, a bookkeeping and accounting consulting firm in South Florida. She is a Profit Advisor who has been in business since 1999, currently serving more than 85 clients, most of whom are on QuickBooks Online. The business has one full-time bookkeeper in the office and three remote bookkeepers. Her firm was voted as one of the Firms of the Future by Intuit in 2016.
Majaliwa Bass is an accomplished marketer, product manager and entrepreneur. Her passion is helping small business grow through simple marketing strategies.
Marc Berger, CPA, is the practice deader of LZ Tax Services at LegalZoom, where he’s leading a rapidly growing team of experts to deliver technologically reimagined tax preparation and advisory services to small businesses at scale. Previously, Marc built and led Pure|Purely Solutions, LLC, a back-office technology advisory firm that was acquired by LegalZoom in 2020. Marc has more than 17 years’ experience in taxation and business consulting, and he is super passionate about helping clients in accounting and business technology. When not assisting clients with their business goals, he spends time with family, coaching youth soccer, and traveling as much as possible.
Mariette Martinez, EA, is a virtual small business accounting consultant and tax professional. Her mission is to empower solo-entrepreneurs to seamlessly manage financial performance and meet year-round tax obligations by using accounting, tax and workflow technologies.
Mario Hernandez is an Insightful Accountant Top 100 ProAdvisor and a CPA with a Masters in Accounting Information Systems. Mario is bilingual, has worked with QuickBooks products since 2000, and specializes in advanced inventory needs, advanced custom reporting, accounting systems migrations, training, consulting, and accounting services. In addition to QuickBooks Financial and QuickBooks Point of Sale Software, Mario has expertise with third-party software, such as Fishbowl Inventory, QQube and Microsoft Excel.
Mario Nowogrodzki is an information systems consultant and instructor. He is the founder and principal of Mendelson Consulting (established in 1992), specializing in QuickBooks and Microsoft Cloud solutions to optimize operations for small and midsized businesses. The firm focuses on providing a solution-based approach, customized to each client's individual and specific needs. The combination of Mario’s accounting and technology background with the expert knowledge of QuickBooks financial software gives clients an unparalleled edge.
Marjorie Adams is president/CEO of Fourlane, a firm that improves the efficiency of client accounting departments through bookkeeping, tax, software consulting and business process training. The firm specializes in showing customers that they can continue in higher-level QuickBooks products as they grow. In her spare time, Marjorie catches up with one of her six sisters, sweats through a morning run, reads a business book or watches the latest AMC show.
Mark Khazanovich is Director of Operations for KORE Bookkeeping Solutions and has a background in software implementation, cloud technologies, and small business accounting. As a Diamond Level QuickBooks Certified Pro Advisor and a Clio Certified Consultant, Mark enjoys finding solutions to the unique operational and accounting challenges that businesses face.
Mark Richardson is a financial software industry professional and a certified accountant who originates from the UK. In addition to being a QuickBooks ProAdvisor, he is a product management specialist and has successfully introduced several major ERP products into the global market over the last 20 years, including MAS500 from Sage and SAP Business One.
Mark Wickersham is known as the most sought after profit improvement expert in the accounting community. He is a widely published author on practice issues. In May 2011, his book, “ Effective Pricing for Accountants ,” was a #1 Amazon bestseller. Mark has over 100 recommendations from accountants on LinkedIn; connect with him on LinkedIn to get access to free resources Mark has created for accountants in practice.
Marnie Stretch, CPB, is a Black Swan alumni who has been passionate about QuickBooks for over 20 years. She is a dual citizen, certified in desktop and online versions in both Canada and the US. She is also a proud member of the Intuit Trainer Writer Network. She loves to troubleshoot QuickBooks files and acts as a profit and growth expert for clients all across North America. Marnie was named Canada's 2013 Superstar Bookkeeper and an Insightful Accountant Top 10 ProAdvisor for 2014 and Top 100 ProAdvisor for 2015. Marnie blogs at thinkquickbooks.com. Follow her on Twitter @marniestretch.
Marshal Kushniruk manages Avalara's key strategic ERP accounts and independent software vendors, supporting their software and usability needs and ensuring that the highest-quality customer care and technical support systems are in place. His extensive industry experience includes creating and maintaining partnerships with hundreds of development, software solution and value-added reselling partners worldwide. Before joining Avalara, he was responsible for sales and marketing at Sulcs & Associates, and has held leadership positions at Great Plains Software, Abacus Accounting Systems, Inc. and Group 21 Consulting, Inc., where he served as president. Marshal has previously been named one of the 100 most influential people in accounting by Accounting Today magazine.
Marta Bright is Insightly's Content Manager. She's been writing about the 'business of technology' in the Silicon Valley for more than a decade.
Marty McCutchen is a CPA who focuses on tax and strategic planning for business owners. Prior to starting his firm in 2009, he was a manager at PriceWaterhouseCoopers and a software entrepreneur. He and his family reside in Fort Worth, Texas.
Mary Estrada is an accounting associate with Parkway Business Solutions. Prior to her introduction to cloud-based accounting, Mary earned her business accounting degree from California State University, Channel Islands. Mary is a proud mother and loved wife, who enjoys spending time with her two men, Aaron and Daniel. During her downtime, Mary also enjoys her hobby, makeup artistry.
Matt Rissell is the CEO and co-founder of TSheets, an Idaho based start-up with a conviction that time tracking should be focused on the people that use it — employees. A proven expert on time tracking technology and productivity best practices in the online age, his specialties include start-ups, leadership, trend-setting customer experience, building high performing teams and growth strategy.
Matthew Fulton is co-founder and CTO of Parkway Business Solutions , where he uses his passion for technology to create time-saving tools for accountants and bookkeeping solutions to fit the needs of the modern small business owner. Recently entering private beta, his current project, Vendorsync provides bookkeepers and accountants the most efficient bank import process for QuickBooks® Desktop by eliminating over 50 percent of the data entry requirements. When he’s not working, you’ll likely find Matthew walking his dogs, Cylis, and Sophie, on the beach in Ventura, Calif., where it’s always another “beautiful day in paradise!” Connect with Matthew on Facebook or Twitter @Parkwayinc, and subscribe on YouTube at youtube.com/Parkwayinc
MB (Mary Beth) Raimondi, CPA, CITP, MS Taxation, is an Advanced QuickBooks Certified ProAdvisor in both QuickBooks Desktop and QuickBooks Online. She has been teaching QuickBooks nationally to both end users and accountants/consultants since 1999. The focus of her practice in CT is mainly QuickBooks consulting and training, specializing in strategizing, researching, and installing 3rd party add-ons and conversions to QuickBooks from other accounting software. She was named the Top QuickBooks Online ProAdvisor, 2015, by Insightful Accountant, and was in the Top 100 ProAdvisors for 2014-2016.
Becca Decker is on the Intuit® ProConnect™ web marketing team.
Megan Bhattacharyya has been with Intuit for over 6 years primarily working in the Small Business Group. As the Senior Marketing manager for our small business mobile apps, Megan is committed to making sure small businesses and accountants can easily manage their business right from their pocket! When not working, you can find Megan baking or hanging out with her dog (Ricky Ricardo)!
Alicia Katz Pollock is the owner of Royalwise.com. As an Elite ProAdvisor and a member of the Intuit Trainer/Writer Network, Alicia has three QuickBooks and MS Word books on Amazon, leads weekly QuickBooks Online training webinars, and runs a QBO Mentorship Membership™ program. She was featured in Fit Small Business’s Top Accounting Consultants of 2018. She blends the skills of technology, the art of communication, the patience of a teacher, the wisdom of a consultant, and the detailed eye of an obsessive-compulsive to provide the finest in business education solutions. Megan Genest Tarnow is the founder of The Mobius Group, a QuickBooks®-centric consulting practice focused on nonprofits. She moves between her home base in Saint Paul and her “cabin” in Casas Grandes, Chihuahua, while managing her remote team. She is a member of the Intuit Trainer/Writer Network, and is finally getting back to her fourth grade dream of writing.
Megan Genest Tarnow is the founder of The Mobius Group, a QuickBooks®-centric consulting practice focused on nonprofits. She moves between her home base in Saint Paul and her “cabin” in Casas Grandes, Chihuahua, while managing her remote team. She is a member of the Intuit Trainer/Writer Network, and is finally getting back to her fourth grade dream of writing.
Melinda Crump is on the data and research team at Sageworks , a financial information company that provides financial analysis and valuation applications to accounting firms.
Melissa Lin is a content manager at Intuit. She enjoys working closely with small businesses and accountants on apps.
As the Channel and Partner Marketing Lead at Veem, I am passionate about technology, travel, science and music. I love connecting with new people.
Meredith is chief experience officer with Liscio, Inc. She entered the accounting profession with a “disrupter” stance, pushing to do things differently. With a deep understanding of how the next generation of professionals wants to work and the role of advanced technology in today’s modern firm, she offers a fresh, progressive perspective on client experience. Meredith earned her CPA at Ernst & Young in 2014 and holds BS and MBA degrees from Indiana University.
Meredith Wood is the Head of Content and Editor-in-Chief at Fundera, an online marketplace for small business loans. Prior to Fundera, Meredith was the CCO at Funding Gates. Meredith manages financing columns on Inc, Entrepreneur, HuffPo and more, and her advice can be seen on Yahoo!, Daily Worth, Fox Business, Amex OPEN, Intuit, the SBA and many more.
Michael Allen is the President and CEO of Pinnacle Employee Services . Michael started Pinnacle Employee Services 13 years ago to provide businesses an alternative to the big box HR/Payroll companies. Pinnacle provides HR Compliance, Payroll, Benefits, andretirement services to businesses nationally. Clients’ sizes range from 1-1000 employees, working with businesses in various industries. Our goal is to provide our clients witha comprehensive service that allows them to work smarter, not harder. Our intuitive and user-friendly platforms allow HR professionals and business owners to focus on their responsibilities. Michael is an ArmyVeteran with a degree from the Universityof Phoenix with a B.S. in Business Management.
Michael Di Lauro is a CPA and CMA with a strong background in consulting, technology and education. He considers himself an 'accidental accountant.' He entered Montreal's Concordia University as a marketing major and, years later, left as an accountant.
Michael Ly is CEO of Reconciled, an online bookkeeping and business advisory practice based in Burlington, VT. Michael launched Reconciled in 2015; the firm has quickly grown to a nationally recognized Firm of the Future. Michael has also served on the Intuit® Accountant's Council.
As an Agency Executive, I optimize profitability by leveraging my expertise in Creative Development, B2B and multi-channel marketing, strategic planning and cross-functional team building. My background includes extensive agency management experience driving results for global brands and companies across beverage, sports, healthcare sectors and more. In these roles, I’ve diversified the client base, doubling agency revenue and generating multimillions of dollars in profits. Through these successes I’ve garnered an award winning agency reputation and increased overall capability and results. I’m known as a visionary leader who combines an analytic and customer-centric approach to build brand and market leadership. I excel in wearing multiple “hats,” and in collaborating with clients. My “lead by example” approach has built loyal, high performing teams and profitable, resilient agencies.
Michael Palmer is the host of The Successful Bookkeeper podcast and partner of Pure Bookkeeping North America which offers a proven system that helps bookkeepers find great clients, hire terrific bookkeepers and increase their profitability.
Michael Wright is CEO at RedTeam Software. He developed the RedTeam software platform while building a $50+ million commercial construction firm. He has a diverse experience in finance and enterprise technology at Encore Computer, Coleman Research and KPMG. He studied finance at the University of Florida and MBA Rollins College, and computer science at Johns Hopkins University.
Michele Riffe is the owner of Sherwood Financial Business Solutions Inc located in Owatonna MN. She's been a Certified ProAdvisor since 2002 and is certified in QuickBooks Desktop, Enterprise and Online. She is also a Certified Consultant with The Sleeter Group, the National Association of Certified QuickBooks ProAdvisors, is a member of the National Advisor Network and is an Intuit Authorized Reseller. While Michele is an Accountant by trade and holds an Accounting Degree and a degree in Organizational Management and Communications her passion is in training, coaching, consulting and educating business owners and their staff on the proper use of QuickBooks for financial management. Her focus is on strategic growth through pricing strategies, cost management and improved profitability to develop sustainability, improve cash flow and ensure compliance.
Michelle Berg is a senior marketing manager in the Accountant Segment of Intuit’s® Small Business Self-Employed Group, dedicated to keeping ProAdvisors up to date on the latest innovations across the QuickBooks ecosystem. She is passionate about helping accounting pros to harness the power of QuickBooks to grow their practices, scale workflows, and fuel small business success.
Michelle Long CPA is the owner of Long for Success, LLC. She is an international speaker for Intuit, co-host of QB Power Hour and Ultimate Accounting vCon, and author of 5 books, including How to Start a Home-Based Bookkeeping Business & QuickBooks Practice Sets. She's been recognized as one of the Most Powerful Women in Public Accounting, Top 10 QuickBooks ProAdvisors (Top QuickBooks Trainer / Writer and Social Media Leader) and more.
Michelle Hammond is a CPA in Northern Virginia. She is a graduate of The Ohio State University and has an MBA-Accounting from the University of Phoenix. She has been the owner and president of Premier Accounting and Business Administration since 2008. Michelle is a member of the AICPA and the Virginia Society of CPAs. Michelle focuses on small- to mid-size closely held companies in various industries, including real estate, construction, retail, restaurants, health care and consultants. Michelle is also actively involved in various non-profit organizations.
Mike D'Avolio, CPA, JD, is tax law specialist and staff program manager, ProConnect Group, Intuit. He is a customer and employee instructor, customer and government liaison, and a public relations representative.
Helping small businesses thrive in an online world.
Mike Milan is Finagraph's vice president of Customer Success. He has more than 20 years of sales and entrepreneurship experience, and teaches at the most prestigious graduate schools of banking in America. As a sought-after speaker on small business, Mike speaks several times a year for various state CPA associations, highly regarded accounting conferences and other trade industry associations on financial management.
Content Manager @ConstantContact. I believe in the really big impact of really small businesses. I am constantly inspired by our amazing customers and can't get enough of their success stories!
Miranda Henely, head of the QuickBooks ProAdvisor® program, is passionate about helping accounting professionals grow their practices and deepen their expertise in the QuickBooks® Online platform. She is dedicated to powering prosperity for accountants and their clients.
Misty Megia, head of the QuickBooks ProAdvisor program, has more than 20 years' experience in market strategy, project management, public speaking, corporate branding and channel marketing. Misty has driven success for multiple companies across a variety of industries, from hardware manufacturing, software developers and green energy to education and the accounting profession. She travels around the world for speaking engagements and loves every minute of it.
Monica Muir, owner of Muir & Associates, has been working in QuickBooks for 20 years. Advanced Certified in QuickBooks and an Intuit Premier Reseller, she specializes in helping contractors job cost better and streamline workflow through training and consulting. She has spoken at several landscape conferences (state, regional & national), and often writes for contractor publications.
Myranda is a reader, a writer, and a lover of the ‘80s. Her passion for the written word manifested itself during her time at Boise State University, where she majored in many things (including, but not limited to, Medieval Literature) and eventually graduated with a B.A. in Journalism. Since then, she has worked in editing, publishing, and marketing – but the title “Badass Blogger” seems to fit her best.
Negotiation Fox provides high-quality negotiation training and consulting based on 30 years of experience in the business and not-for-profit sectors. The company is dedicated to helping people get what they want – both in business and in life – through full- and half-day onsite training, online seminars, and speaking engagements. The company’s founder, Nancy James Fox, has conducted workshops at retreats and conferences and has been a guest on talk radio.
Nancy Tanaka is a Senior Marketing Manager, Accountant & Advisor Group at Intuit
Natalie Aldredge is a wife, a mom of two crazy boys and has been a bookkeeper at Two Roads Bookkeeping for over five years. She recently stepped into marketing where she loves being a professional cheerleader for the company and seeing more small businesses thrive. She is always excited about new ways to improve client satisfaction, whether through new systems or relationship building.
Nate is the creator of ChronoBooks, a data backup, restore, and copy solution for QuickBooks Online. Before ChronoBooks, he worked on a revenue recognition product for QuickBooks Online and Desktop. He is a graduate of the University of Georgia, where he served as a judge for the Peabody Awards in the documentary category.
Nathan Carter is a co-founder of Quotient, an online quoting and proposal software that was borne out of their web design and development agency.
Naveena leads global QuickBooks® Training and Certification at Intuit®. She is based out of Intuit’s Mountain View, CA headquarters.
Nayo Carter-Gray, EA, is owner and founder of 1st Step Accounting LLC, where her goal is “making accounting a little less taxing” for small business owners. A self-proclaimed techie, Nayo decided a virtual accounting practice was the best way to experience her love of travel and still help small business owners across the United States reduce the stress of managing their disorganized financial systems. She is a QuickBooks® Online Advanced Certified ProAdvisor®, was named one of Hubdoc’s 2017 Top Cloud Accountants and is member of the Intuit® Trainer/Writer Network.
I'm continually breaking things at Pay with Bolt as we aim to be the go-to payments platform for SaaS. We're working to get QuickBooks invoices paid online using the preferred payment providers of our merchants. I'm the CMO for Pay with Bolt and look after everything fluffy. I've previously run creative teams, been a digital transformation consultant, a speaker at startup events and developed and sold software whilst working on a research project at Oxford University. Currently trying to balance work and home life with the belief that it's possible.
Nick is the Founder & Chairman of The Outsourced Accountant, overseeing 1200+ team members spread across the US, Australia, and the Philippines. He is one of the foremost experts in people management, outsourcing, offshoring and building global teams for accounting firms. He has spoken to over 15,000 accountants from around the world on the many topics around attracting, managing and retaining a business’s biggest asset, their people.
Nicole Lavengco has been developing and managing marketing and media relations programs for small to large companies since 2008. Her expertise includes strategic marketing, media relations, social media and all things digital. She has worked for leading companies such as The Smart Cube, C+R Research, Rise Interactive, Consumer Aerosol Products Council, Zapwater Communications and Catapult PR-IR. Nicole obtained her MBA from DePaul University with a concentration in Integrated Marketing Communications and Marketing Strategy and Planning.
Nicole Davis is the founder and CEO of Butler-Davis, a tax and accounting firm located outside of Atlanta, Ga. Prior to founding Butler-Davis, Nicole spent most of her career in industry with Fortune 500 companies. Nicole is a member of the American Institute of CPAs and the Georgia Society of CPAs. She is also a QuickBooks Online Advanced Certified ProAdvisor.
Nicole Giaimo is a tax researcher on the Intuit team responsible for sales tax calculation and filing inside QuickBooks, a part of the Small Business and Self Employed Group. She focuses on providing the tax content that drives sales tax calculations in nearly 12,000 tax jurisdictions across the United States. Nicole is also a licensed attorney.
Nikhil Aggarwal, CPA, CGA is a tax analyst at Intuit. Nikhil has over 6 years of experience working in tax consulting/auditing roles for public accounting firms. He has worked on variety of engagements from ranging from small business to large fortune 500 corporations. He graduated from Ryerson University with a B.Com degree.
Nima Patel is a product marketer for QuickBooks Online Advanced.
Nina is a summer 2019 business development intern at Palo Alto Software. Her recent work has included strategic writing, social media campaign management, and collaboration on creative content for advertising. She is currently studying business administration at the University of Oregon, and will be graduating in 2020.
Omar Visram is the Co-Founder and CEO of Enkel Backoffice Solutions , a Vancouver-based accounting practice that provides day-to-day bookkeeping services for small and medium-sized businesses. Enkel strives to provide their clients with the bookkeeping support, insight and data required to allow for smarter and more informed business decisions.
Paul Glazier is a comedy writer and advertising copywriter based in Portland, Oregon. He has been a part of the QuickBooks social media team for three years, helping support initiatives and cultivating the attitude of the brand across the social sphere.
Paula Kaufman is a Go to Market Lead and Group Product Marketing Manager for Intuit.
Paul Glantz, CPA, is the founder of Launch Consulting, Inc, a virtual tax and accounting practice that serves entrepreneurs, technology businesses, and startups around the world. Paul left the larger firms of Austin after realizing the demand for strategic tax advisory and cloud-based accounting services for the mid-market. A Massachusetts native, Paul embraces modern technology, working with his team to craft custom solutions centered around back-office automation and tax minimization. Paul is a strong believer in giving back to the community. When he's not crunching numbers, he's volunteering at the Austin Sunshine Camps or volunteering as a mentor through the Big Brother Big Sister Program. Paul is a former board member of The Young Men’s Business League of Austin and currently, serves on the board of Collective Humanity. He is a QuickBooks ProAdvisor®, and an expert in QuickBooks® Online, Gusto, HubDoc, and Bill.com.
Phil is the head of Marketing Communications at Keela. He has worked as a communications professional within the sector at many levels: grassroots, local, regional and national. Now, he spends his time telling powerful stories of impact and is devoted to helping nonprofits do good, better.
Priyanka Prakash is a senior finance writer at Fit Small Business. She covers credit scores, interest rates, business lenders and everything in between to help make life easier for small business owners. Prior to joining Fit Small Business, Priyanka practiced law and was in-house counsel at a tech startup.
The QuickBooks Canada Payroll Team manages payroll products for Intuit Canada. For more information, visit https://quickbooks.intuit.com/ca/oa/add-payroll/.
Rachel Barnett has been a QuickBooks® user since 1995 and a QuickBooks ProAdvisor® since 2011. Most recently, Rachel became Advanced certified in 2017. She’s passionate about micro businesses and technology, and enjoys a relaxing night of Netflix in her Seattle suburb of Bellevue. When she’s not home, Rachel can be found out and about in the delightfully odd town of Leavenworth, Wash.
Raissa Evans is a marketing behaviorist focused on strategy and productivity, within the context of my clients' operations. She founded Running Reload after observing the overwhelm of lean marketing teams in a fast-paced and growing market. Valuable projects and objectives go undone due to just trying to keep up, and these businesses sometimes just need an extra hired gun that will come in like an insider. My goal is to help clients get more done.
Raj Bhavani is a senior product manager within the QuickBooks ProAdvisor Program at Intuit. He joined Intuit in 2013, and works closely with accountants and ProAdvisors, bringing to life the ProAdvisor member benefits within the QuickBooks Online Accountant experience so that ProAdvisors can better serve their clients as trusted advisors and grow their practice.
Randi Sorenson has been a business and accounting consultant for more than 20 years. She works with small- to mid-sized businesses, setting up accounting and point of sale departments. She develops policies and procedural systems so that clients can manage their business finances on their own or with a staff. Her past experience as a controller for a large Mortgage Banking firm has ensured that she knows what it takes to run an accounting department. Using her Master’s Degree in Taxation, Randi works with small to midsized businesses in tax planning and tax preparation.
Randy Johnston has 39 years of management and technology consulting experience, and has been a top rated speaker in the technology industry for more than 40 years. He writes a monthly column for CPA Practice Advisor, and has written for other accounting and technology publications, including the Journal of Accountancy. In addition, he is a college instructor, has authored numerous books and owns multiple businesses. In his free time, he enjoys theatre, travel, golf, skiing, snorkeling and model trains.
Rania Succar is segment leader for QuickBooks Capital.
As a previous small business owner, Ray is passionate about the success of small businesses and understands the value of having an accountant. As part of the ProAdvisor product management team, Ray is dedicated to connecting small businesses and accounting professionals through the Find-a-ProAdvisor directory. Ray is excited for the launch of the new directory and seeing the benefits it brings to both the small business and ProAdvisors.
Rebecca helps lead the Accounting Solutions Group at EKS&H. She offers clients expertise in accounting processes, including compilations, payroll accounting, accounts payable and receivable, month-end processes, procedures, and review. She uses a variety of accounting software, including QuickBooks, Sage 100 and Microsoft Dynamics. As a QuickBooks Certified ProAdvisor, Rebecca has extensive experience in optimizing QuickBooks to meet the individual needs of clients.
Reesa is an Advanced Certified QuickBooks ProAdvisor and owner of AbilityBooks Bookkeeping in Lansing, MI. She is a member of the Intuit Trainer/Writer Network and recently wrote and recorded 5 of the 10 ProAdvisor 2014 Desktop Certification training courses. She has also presented QuickBooks Online training for accounting professionals for Intuit Academy in both live seminar and webinar formats.
Rene J. Zarate is a business consultant for Rivero, Gordimer & Company, a Tampa CPA and Advisor firm . For more than 30 years, he has regularly worked with clients, both domestic and international, regarding business consulting matters, private equity matters, mergers and acquisitions, business valuation, and litigation support. Rene is bilingual and is fluent in English and Spanish.
Renee Daggett is president of AdminBooks, a 2017 Top 15 Firm of the Future. She is a QuickBooks Online Advanced Certified ProAdvisor and a member of the Intuit Trainer Writer Network.
Rhonda Maraziti is the Chief Marketing Officer at WithumSmith+Brown, PC, where she leads a team of 15 marketing professionals who assist the firm's professionals with building their books of business and ensuring their marketing efforts align with the firm's guiding strategy. Hands-on in all areas of marketing and communications, Rhonda has a passion for developing the right strategies to build brand awareness, drive new business and enhance the client experience, while keeping an eye on ROI and current trends in the marketplace. Her career in marketing and business development has spanned more than 20 years.
Rhondalynn Korolak, founder of businest®, Financial Foreplay®, lawyer, chartered accountant, business coach, author and expert on cash flow and Pricing Value™. She’s produced a simple step-by-step process that any small business or accounting practice can apply to attract more high-value customers, generate recurring revenue streams, and maximize cash flow.
Rich Preece leads the Accountant Segment for Intuit, both in the United States and across international markets. he is responsible for developing a suite of QuickBooks SaaS products, related training and education programs for accountants and bookkeepers.
Part forward-thinking problem-solver, part technically-minded marketer, and part space enthusiast, Intellectual Handyman Richard Roppa-Roberts believes that the key to a better world lies in working collaboratively to grow. Richard is a highly-sought-after business and solutions coach at the helm of Quasar Cowboy, a strategic consulting firm dedicated to helping accounting and bookkeeping firms in their reach for (and grasp of) the stars.
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 firm’s 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 client’s 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.
Robbie Randall is a member of the Intuit® ProConnect™ product specialist team. He is a seven-year veteran in the professional tax and accounting profession and has a great passion for helping small businesses thrive. Having owned a small business, he understands the heartaches, the triumphs and the attention it takes to operate one. In his current role, he speaks with hundreds of entrepreneurs weekly and enjoys sharing insights that he's collected from some of the most successful cloud-based firms.
Robert J. Chandler is the founder and acting President/CEO of Cloud9 Real Time, an accredited Managed Service Provider (MSP), application hosting company and licensed Intuit Commercial Host. Robert is the author of the recently published book Together in the Cloud (http://robertjchandler.com), an informative "How To" guide that offers readers insight into how businesses can implement and utilize Cloud technologies in order to bridge the gap between users, applications and IT. Robert is regularly interviewed on the topic of Cloud Computing for SMBs. He is a sought-after speaker for Accounting and Technology conferences nationwide, and is actively involved in moving the accounting industry forward through advancements in technology. Robert recently won the Expert award for the 2012 Small Business Influencer Awards produced by Small Business Trends and BlackBerry. The Small Business Influencer Awards honor those who are influential to small businesses in North America through the products, services, knowledge, information or support they provide to the small business market.
Robert is a second vice president and financial planner at The Northern Trust Company in New York City. He specializes in the development, implementation and oversight of financial, estate and tax plans for high-net-worth individuals, senior executives and Manhattan’s most affluent families. Robert is an active member of the AICPA and the New York State Society of CPAs, and currently serves on the AICPA’s Personal Financial Specialist Credential Committee.
Robert Gallagher is a tax researcher on the Intuit team responsible for sales tax calculation and filing inside QuickBooks, a part of the Small Business and Self Employed Group. He focuses on providing the tax content that drives sales tax calculations in nearly 12,000 tax jurisdictions across the United States. Rob is also a licensed attorney.
Robin Hall is the driving force behind VARC Solutions. An Intuit Advisory Board member and one of the original Intuit Solution Providers, she is a sought after instructor and speaker for venues such as Scaling New Heights, the Intuit Solution Provider Conference, CNN Radio and Radio Free QuickBooks. She is an Intuit Solution Provider, and a QuickBase Solution Provider. She developed VARC Solutions' signature product using QuickBase, NAN Practice Manager, a CRM designed specifically for Intuit ProAdvisors, Intuit Solution Providers, CPAs and others in the accounting profession. Robin and her staff have won many awards, including Intuit's Partner of the Year, All Stars Award, Customer Satisfaction awards and Sales Achievement Awards (most recently for Payroll Services), and have hosted the Regional QuickBooks Conference.
Roland is a technologist whose passions encompass all things mobile, startups and disruptive ideas accelerated by technology. He is an ambitious, multilingual, Gen Y entrepreneur with broad experience in various business industries, with a passion and expertise in mobile and contextual awareness technologies. Always enthusiastic with an infectious energy, he is able to learn and adapt quickly while providing results under pressure. Roland is experienced in business idea creation, development, product and project management, team leadership, but most importantly - execution. His experience includes founding several successful startups including: First Bank of Rock, a technology platform for musicians leveraging a hybrid factoring/VC investment bank model; San Diego Music & Technology Conference, a multi-day conference exposing the intersection of technology, electronic music, and the future; and Conquest Adventures, a world-class PADI scuba-diving outfitter in Cabo San Lucas. Roland is always looking for opportunities to help startups & entrepreneurs create value through agile mobile product development and constant innovation.
Ron Baker started his CPA career in 1984 with KPMG's Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute — the leading think tank dedicated to educating professionals internationally — and a radio talk-show host on the www.VoiceAmerica.com. His show, The Soul of Enterprise: Business in the Knowledge Economy, can be found here: www.thesoulofenterprise.com.
Rossana Giannini, JD, is a QuickBooks ProAdvisor with QuickBooks Live, an engaging bilingual public speaker, and a tax practitioner. She speaks five languages and positively connects with everyone. With her business mastery, Rossana promotes critical thinking to entrepreneurs. She is a powerful team player, kind, compassionate and, contagiously happy!
Ryan Robinson is a blogger, podcaster, and side project aficionado that teaches 500,000 monthly readers how to start a blog and grow a profitable side business at ryrob.com.
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.
Rekha Srivatsan leads the small business product marketing team at Salesforce. As a daughter of an entrepreneur, her passion to support small businesses started early. She enjoys interacting with small businesses, hearing their unique stories, and helping them grow and scale with Salesforce.
Sam Lulla is a senior marketing manager on the QuickBooks Online Customer Marketing Team, and is focused on payments.
Sandi Leyva, CPA, CMA, MBA, is founder of Accountant's Accelerator, author of 30 books and recipient of seven accounting industry though leader awards. Check out her free resources for accountants and bookkeepers at http://accountantsaccelerator.com/.
Sandra Wiley, president of Boomer Consulting, Inc., is a leader in the accounting profession with a passion for helping firms grow, adapt and thrive. For 10 years running, Accounting Today has recognized her as a Top 100 Most Influential People in Accounting due to her expertise in leadership, management, collaboration, culture building, talent and training. Sandra’s years of experience and influence as a management and strategic planning consultant make her a sought-after resource among the best and brightest firms in the country. She is regularly invited to speak at national conferences where she empowers audiences with new ideas and a sense of humor.
Sarah is the Social & Self-Help Analyst at Intuit Canada, working to guide QuickBooks customers through the digital learn and support experience. Follow her on Twitter @QBSarahCA
Sarah Margolis-Greenbaum is a product manager intern with the Accessibility Team at Intuit. She is from Indianapolis and enjoys filmmaking, cooking and reading.
Sasan Goodarzi is executive vice president and general manager of Intuit's Small Business Group. Appointed to this role in May 2016, he leads a global division focused on fueling small business success. The Small Business Group includes QuickBooks, QuickBooks Online, Payroll, Payments and the Intuit Partner Platform.
Scott H. Cytron, ABC, is editor of several Intuit blogs, including the Firm of the Future, QuickBooks and the Developer blog, as well as the Tax Pro Center. He is president of 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. An accredited consultant, Scott works with companies, organizations and individuals in professional services (medical, legal, accounting, engineering), high-tech and B2B/B2C product/service sales.
Scott is the Director of the Outsourced Accounting Group for Anders in St. Louis, MO. His previous experience as a CFO and COO to both closely held and publicly traded organizations, has allowed him to be an effective financial leader for small and mid-sized clients. Through the use of cloud-based technology, Scott is passionate about providing financial information to his clients in real time, allowing for quick analysis of results and timely decision making. Scott has a broad background with experience in financial, operational and administrative management, and has worked in the areas of capital planning and funding, cash flow management, financial modeling, corporate finance, strategic planning, budgeting and forecasting.
Scott Sloan has been in the tax prep/bookkeeping business for 36 years with one office in southern California. HIs company, Auditron, was started by his father, Bill Sloan, and has evolved into the tech-centric practice, SKYsmb. Scott and his team carry on the legacy of stellar service, with a focus on trailblazing using new technology. Find Scott on Twitter @SKYsmbAuditron.
Seth David is owner of Nerd Enterprises, Inc., a successful business consulting and training company specializing in online software consulting and training. Seth makes extensive use of social networking tools, and Web videos to maximize the impact of his training. His unique style and personal touch has helped him develop a worldwide audience in excess of 20,000 people consisting of small business owners, consultants and technology enthusiasts. Seth graduated from Pace University in 1996 with a bachelor's degree in Accounting.
Shana Niederman is a content designer for QuickBooks® Online Advanced.
Shane Ratigan is transactional tax subject matter expert at Avalara, Inc. He helps create and maintain vast multistate sales tax rule libraries, researches and tracks trends in the transactional tax compliance environment, and regularly contributes educational and thought leadership presentations. He has been a sales tax content specialist for over six years.
Shankar is a marketing manager at Intuit for QuickBooks Online.
Sharon Vetsch is an Advanced Certified QB's ProAdvisor who has been speaking, training, consulting and doing Bookkeeping using QuickBooks for the past 20 years. She's been on Intuit's Advisory Council, is a member of the Intuit Writer Trainer Network and has been named "Top 100" by Intuitive Accountant.
Shauna Maher is a communications manager with Intuit's Accountant Segment. She develops content and engages with accounting professionals across all of the Intuit Accountants social media channels.
Shayna received her BBA in Accounting from Marshall University in Huntington, WV, where she graduated with honors. While at Marshall, Shayna took time to study abroad in Japan at Temple University Japan in Tokyo. Upon graduation from Marshall, Shayna worked with Japanese manufacturing clients and small businesses. Today, she not only works diligently in her CPA firm but sits on several non-profit and advisory boards to make her community a better place. Shayna has also been featured in the CPA Technology Advisor for taking the original 25 year-old firm that she came into from almost no technology when she began to a new, modern, paperless firm that operates mostly in the cloud. Shayna was named one of CPA Practice Advisor's 2012 Top 40 under 40 in the accounting industry.
Sheila Kilbride is a content marketer at Intuit® focusing on the ProAdvisor Program and QuickBooks® Online Accountant . She holds an MBA in marketing from the Kellogg School of Management at Northwestern University.
Shelly Robbins is enthusiastic about accounting technology and always collaborating with her peers through mentoring and Meetup groups to stay on top of the field and to bring innovation and new ideas to it. A bookkeeper who started on QuickBooks version 1 for DOS, she went on to lead a team of QuickBooks professionals supporting small businesses across the Pacific Northwest for 10 years. She has taught accounting software at Bellevue College, and nationally as a speaker for Intuit's Trainer Writer Network.
Sherrell T Martin is the founder, CEO and tech-savvy cloud accountant at Nitram Financial Solutions, an award-winning financial management and consulting practice. She supports business owners with managing the financial health of their business by providing outsourced accounting, bookkeeping, and consulting services. She and her team help their clients streamline their workflows and processes so they can find the money leaks, increase their cash flow, and maximize their profits. She is an Advanced Certified QuickBooks ProAdvisor and member of the Intuit Trainer/Writer Network.
Shuyi Shang is the Marketing Manager at Bento for Business, a QuickBooks-friendly solution that gives SMBs full control over business spend. Bento combines physical and virtual debit cards with a powerful platform for seamless expense control and reporting.
I am an accountant by profession and at present working for Intuit Canada as Tax Analyst. I have been working in different capacities in varied industries in different parts of the world. Taxes are my passion and I keep myself updated on Canadian tax laws and rules. Besides my role as tax analyst, I am also the Scrum Master for one of our Agile teams and love the Agile methodology.
Simona Ivan is a tax content analyst, with over 10 years of experience in the Financial industry.
Sloan Roseberry is a marketing professional and part of the content team at TSheets by QuickBooks. She is passionate about helping people understand the fundamentals of digital marketing, search engine optimization, and holistic marketing strategies that can help businesses grow and thrive. She lives in Boise, Idaho, and enjoys trail running in the Boise foothills when she’s not furiously typing away in a dark room.
Stacey Chase is a senior content designer at Intuit, specializing in marketing content for QuickBooks Online Accountant. On weekends, she works as a custom cupcake decorator and social media strategist at a neighborhood bakery. Stacy holds a master’s degree in English from Claremont Graduate University and works at Intuit’s headquarters in Mountain View, Calif.
Stacey L. Byrne, CPA has a successful practice in San Diego, specializing in restaurant accounting and payroll consulting, training, and accounting services. She is the co-author of Restaurant Accounting with QuickBooks with Doug Sleeter. Stacey is a practicing CPA with more than 25 years' experience consulting with small businesses, and is also an adjunct accounting professor at Palomar College. Stacey holds numerous Intuit certifications in QuickBooks (Advanced Desktop, Advanced Online, POS, and Enterprise) and is a certified Sleeter Group QuickBooks consultant. She is a member of the California CPA Society, Accountex Network and the Woodard Network.
Stacy Kildal, founder of Kildal Services LLC, is an internationally recognized expert in QuickBooks Online, who has been named as one of Accounting's Most Powerful Women in 2012, 2013, 2014 and 2015, as well as one of 2013 and 2014's 40 Under 40 in Accounting. In 2014 and 2015, she was also voted by her peers as one of the Top 100 ProAdvisors and named as one of 100 Most Influential People in Accounting. In 2015, her blog was named as one of 15 Essential Sites for Accountants.
Stephanie Morris is a Senior Communications Specialist with Intuit's Professional Tax Group.
Stephen L. Nelson, CPA, practices in the Seattle area and specializes in serving small businesses. A CPA for three decades, he holds an MBA in finance from the University of Washington and an MS in tax from Golden Gate University. A former adjunct professor at Golden Gate University’s graduate tax school, Nelson authored the bestselling books “QuickBooks for Dummies” and “Quicken for Dummies” as well as the popular downloadable monograph “Maximizing Sec. 199A Deductions: How Pass-Through Entity Owners and Real Estate Investors Can Annually Save Thousands in Taxes,” available here .
Steve Leavitt is an experienced sales professional with a strong track record of success as a business leader in the IT industry. As General Manager of Exact Online US, he is responsible for orchestrating the strategy and execution for the Exact Online business solutions for SMB manufacturers and wholesalers. With more than 15 years of sales and Cloud technology background, Steve has developed a keen understanding of the important contribution Cloud solutions make for small businesses. Steve's career spans many years in roles of increasing responsibility: Most recently he was the VP of North American Sales for Neotys and prior to Neotys, VP of East Coast Sales for the Data Protection Business at HP Software with responsibility for the strategic sales direction both the cloud and on premise based data protection solutions. Steve joined HP by way of the acquisition of Autonomy, Inc. in 2011. Steve spent 12 years in various roles in Iron Mountain's Digital Business Unit where he helped drive both direct and indirect sales to build one of the world's largest Public Clouds. Steve joined Iron Mountain by way of the acquisition of Connected Corporation where he was one of the first sales people and helped build the business from $1 million to $20 million.
Steve Ellard founded Steven M. Ellard, CPA in 1990. Steve is responsible for overall practice management, concentrating on client relations, business development, and staff development. A Certified QuickBooks ProAdvisor, he believes in taking a proactive approach to client service—refocusing business owners on the future, instead of the past. While many accountants simply prepare tax returns and report back on prior year performance, Steve is committed to helping clients understand what is happening today, and how it impacts their financial future.
Steven Gan was the founder and president of Advance & Associates Co., Ltd. in Japan from 1992 — 2004, the first foreign-owned debt collection agency in the country. As a unique foreigner in this line of business, he became well known throughout the country as the Debt Collection Evangelist. Since 2005, he has been back in the U.S. operating his new company, Stellar Risk Management Services, Inc., a credit risk management consultancy, helping a wide range of businesses to increase their cash flow and minimize the risk of selling on credit. He is the author of the book, "Making It & Breaking It in Japan - My True Story of Songs, Sins, and Solitary."
Stuart Rosenfield is a Senior product marketing/product management professional with over 20 years in the telecommunications/software field. He has an MBA, co-author of 5 patents, and enjoys bringing new products to market and helping others.
I am a Public Relations and Psychology major attending Southern Methodist University and working for Cytron and Company.
Susan Bradley has been patching since before the Code Red/Nimda days and remembers exactly where she was when SQL slammer hit (i.e. trying to buy something on ebay and wondering why the Internet was so slow). She writes the Patch Watch column for Brian Livingston's Windows Secrets, and was one of the authors of Windows Server 2008 Security Resource kit, and Small Business Server 2008 Unleashed. In real life she's the IT wrangler at her firm, Tamiyasu, Smith, Horn and Braun, where she manages a fleet of Windows Servers, an Exchange Server, desktops, a few Macs, several Windows mobile and iPhones and tries to keep patches up to date on all of them. In addition, she provides forensic computer investigations for the litigation consulting arm of the firm. She blogs at www.sbsdiva.com on the topics of small business server, tech topics and whatever she stumbled over that day.
Susan Payton is the President of Egg Marketing & Communications , a content marketing firm based in San Diego. She’s written several business books, and frequently blogs about small business and marketing. She writes for multiple sites, including Forbes, Fit Small Business , AllBusiness and Tweak Your Biz.
Susan Pruskin has been using QuickBooks since 1995 when she first took a floppy disk (!) out of the green box and shoved it into the A drive. More than 20 years later, she’s consistently named to Insightful Accountant’s Top 100 ProAdvisors list. She holds advanced certifications in desktop and online QuickBooks products and is celebrating 10 years as a trusted advisor helping small businesses understand their financial information.
Susan Tinel, EA, heads up April 15 Taxes, Inc., a full-service, cloud-based firm offering services in tax, accounting and entity filings. Based in San Diego, Calif. – and armed with her Blackberry – she works with more than 150 clients across the country, in Canada and the United Kingdom, 75 percent of which are small businesses. Susan is a QuickBooks ProAdvisor® and certified in QuickBooks® Online; she also uses Intuit® ProConnect™ Tax Online, Intuit Link, QuickBooks Online Accountant and Intuit Online Payroll.
Susan Watkin is the owner of Watkin Small Business Services, an accounting, bookkeeping and small business education firm in southern Ontario. She is a self-proclaimed non-blogger, but endeavors to share about important small business issues, experiences and best practices as often as possible.
Susan Kim is a senior marketing manager - program manager for Intuit®.
Tammatha Denyes is the owner of TD Accounting Services, a cloud-based accounting practice physically located in Stirling, Ontario. She has had the honour to service clients for the last 25 years not only in her local area, but across Canada. With the advent and evolution of cloud accounting, she has re-structured her practice to embrace the new technology, allowing her and her team to help SMBs focus on building and growing their businesses by offering solutions to problems they encounter. In her spare time she loves to golf, spend time with her family and expand her knowledge on the ever-changing landscape of cloud accounting.
Tammy Lam is on Intuit's small business communications team. She lives in San Francisco and loves using mobile apps to explore the city's endless array of restaurants and nightlife. Follow her on Twitter at @Tam_Lam and share your favorite spots!
Tanya Hilts is the founder of Cloud Bookkeeping Services, a cloud-based business serving clients from Coast to Coast. She established my business in 1997, and over the years, it has developed and changed with the ever changing world of business. Today, she focuses on bookkeeping for small business using cloud apps like QBO, Hubdoc and Receipt Bank.She is consistently training and obtaining more education and certifications to increase the services and benefits to her clients.
Tara Stratton is a marketing manager for Intuit® ProConnect™.
Tom's experience in technology and service businesses is extensive. His passion is creating custom financial models and dashboards so that entrepreneurs can see and understand critical information they need to make smart business decisions. It's all about growth for Tom, and his firm, mAccounting, provides outsourced accounting and CFO services to small and mid-sized companies using the latest cloud-based technology. The Indianapolis Business Journal identified him as a leader to watch in their 40 Under 40 list
Product Marketing Manager and life of the party!
Timothy L. Wingate Jr., EA, is founder and president of G+F Business & Financial Consulting LLC. A licensed enrolled agent admitted to practice before the IRS, Timothy is a member of the Intuit® ProConnect™ Customer Council. He is a construction accountant who earned his bachelor of science degree in business administration with a concentration in finance from the University of South Florida. Timothy is also a Certified Tax Coach and QuickBooks Online Certified ProAdvisor®, and received his graduate certification in Advanced Conflict Resolution Practice from Nova Southeastern University.
Tom Palfreyman is a product line manager with Intuit.
Tom is co-founder and CEO of VERIFYiQ, a file quality automation app that reduces labour costs and improves file quality for Client Accounting Services teams operating on QuickBooks Online. Working with early- and growth-stage companies has been the focus of Tom’s career. Prior to launching VERIFYiQ, he has been an integral member of the teams behind brands including Rosemary Rocksalt, Kit and Ace, AUTOPROP, and OPIsystems. At AUTOPROP Software he served as chief operating officer, leading the efforts of a great team to more than double revenues, achieve profitability, and support a successful exit in 2018. Having worked at junior and executive levels, Tom often consults growth-stage businesses on strategy and operations.
Trent McLaren is currently head of accounting and strategic partnerships at Practice Ignition. He was Australia's thought leader of the year in the accounting industry for 2017, and is also ranked and maintains a position in the Avalara top 100 social media influencers for the accounting industry. In such a short amount of time, Trent has been nominated for thought leader of the year five times in the last three years, and has created millions of impressions and impact with accounting professionals all over the world. He is a confident, high-energy international speaker, and has spoken at hundreds of conferences across Europe, United Kingdom, North America and his home country Australia.
Trevor works with Real World Training, teaching QuickBooks® classes in cities across the country. Real World Training has taught more than a million financial professionals and is the only company endorsed as Intuit's training partner.
Troy Marcyes works in influencer relations at Intuit and is inspired by the small business owners he talks to every day. He enjoys spending time with his family, raising his son, Logan, watching sports and training in mixed martial arts.
Trudie Folsom is senior manager, Educational Content and Certifications. She is responsible for ProAdvisor training and certifications, and product training for accounting professionals. She works closely with the rest of our Accountant Training and Certifications team and the QuickBooks ProAdvisor Program team to help accounting professionals use our products and work with their clients.
Tyler McBroom, CPA, MBA, is a tax professional who loves to help his clients keep as much money as possible from Uncle Sam as they grow their businesses. He grew up hearing his CPA father talk tax strategies with his business owner friends on ski trips, and is now putting the knowledge he soaked up as a child to good use. He is now partners with his father at Measured Results, CPAs. Whether discussing tax and business strategies or the fundamentals of personal finance, Tyler also has a passion for teaching others. In his mission to help make taxes and business concepts easier to understand — "Bringing taxes to the masses," as he likes to say — he shares his knowledge daily across various social media channels and conducts weekly in-person presentations. Outside of the finance world, Tyler loves cooking up a good meal, playing in the pool or at the beach with his wife and children, and spending as much time outdoors as possible.
Valerie Heckman is a senior product consultant with Intuit’s Accountant Segment. She engages with accounting firms across the United States as they work toward their Firm of the Future goals; educating and providing resources on the features and functionality of QuickBooks Online Accountant, QuickBooks Online and the Intuit Apps Ecosystem. She is located in Naperville, Illinois.
Vanessa Vasquez’s main focus is to help entrepreneurs and accountants succeed by streamlining their small business financial management processes through education and the application of technology. She regularly gives back to the community in the United States and Latin America, understanding her clients’ needs, and providing solutions for business owners and their everyday problems. For more that 15 years, Vanessa has trained the tax and accounting community on how to use QuickBooks® for less work and better results. She has presented at QuickBooks Connect, Scaling New Heights, CPAAcademy.org, and Latino Tax Fest. Vanessa is an organizer of the Miami Woodard Group and co-host of Conecta Tus Finanza, as well as a member of Intuit’s® Trainer/Writer Network.
Veronica Wasek is CEO/Founder of VM Wasek , helping modern entrepreneurs to confidently grow their businesses without worrying about bookkeeping or QuickBooks. Veronica and her team of QuickBooks Online Ninjas work with clients throughout the United States. Veronica is also the creator of the 5MinuteBookkeeping.com blog, the award-winning blog helping small business owners, bookkeepers and accountants to minimize bookkeeping and maximize profits.
Vicki Smith runs 1040 Inc. out of Arlington Ill. She enjoys providing Tax and Accounting advice to her clients and is proud to be selected to participate in the Firm of the Future 2016 journey to value pricing.
Victoria Cameron is the principal of Victoria Rehrig Cameron Consulting, LLC, specializing in providing QuickBooks support and training to small business. She is also a founding partner in Cloud Consultancy, LLC, a business process consulting firm, and the creator of AERO Workflow Manager. She holds Advanced Certification in QuickBooks from Intuit, as well as certifications in QuickBooks Point of Sale and Enterprise Solutions. A Mac user for almost 30 years, she is also certified by Apple in Mac systems integrations. Her background includes working as a CPA and Small Business Consultant with KPMG Peat Marwick, as well as CFO in start-up companies. She graduated from Stanford University with a degree in Economics.
Victoria is the content marketing manager at Hubdoc . She is a graduate of the University of Toronto's Semiotics and Communication Theory program, and has 5+ years' experience in digital marketing.
W. Michael Hsu is the founder & CEO of DeepSky, the Entrepreneur's Accounting Department that helps entrepreneurs see around corners and move the needle. Michael started the company in 2009 with one focus - to help CEO's become smarter and make better decisions - and is still doing that today thru the various consulting and accounting services offered through DeepSky.
As head of product at Avalara, Webb plays a key role in creating and developing cloud-based sales tax and compliance reporting software that brings continuous business process improvement to businesses that report on, and comply with, transactional taxes. He does this in part by staying in close contact with financial professionals within companies and organizations who are responsible for the transactional tax function, as well as CPAs and accountants who work with clients reporting on sales tax. Previous roles include serving as a venture capital and private equity associate at Summit Partners, and as a strategy and operations consultant at Deloitte Consulting.
Wes is the VP of Marketing at Circulus, and has been leading business and consumer marketing efforts since 2001. When not geeking out on marketing and tech, he's geeking out on drums, sports, craft beer, music, culinary, and his 2 husky compadres, David Bowie and Ladybug.
Will Baker is a marketing and client services specialist who has been working in tech marketing, sales, and client services for more than five years. He joined the BaCo Tech team in January 2020 and, as a child of a CPA, is passionate about helping the accounting profession improve and gain more work/life balance. He was born and raised in Dallas, and still lives in East Dallas with his wife, where they are actively involved in that community and their church, where Will is a part-time staff member.
William English, president English Management Solutions, Inc., has more than 25 years’ experience helping small businesses and nonprofits manage their finances. He is an Intuit Premier Reseller and a Certified ProAdvisor in QuickBooks Online, Desktop and Enterprise, as well as QuickBooks Point of Sale and Revel.
Woody Adams has been with Intuit since 2005, is a QuickBooks product specialist and was a QuickBooks Online show co-founder/host. He is based in Tuscon, Az.
Zac Parsons is marketing manager for the Accounting Professionals Division, Intuit Canada
Zach Cochran is the director of experience at Two Roads Bookkeeping in Knoxville, Tenn. He has designed and implemented an onboarding system and process that allows to scale, while delivering impeccable service that has resulted in happy bookkeepers and happy clients. Zach is married to his beautiful wife Julie and has two boys under three.
Zach is a social media and digital marketing expert. He has extensive knowledge in executing marketing campaigns on social media platforms with large brands such as Intel, Microsoft, Intuit, Youtube, KAYAK, and professional sports teams. He love public speaking and has appeared at many digital marketing conferences including SXSW and BOLO. He has a passion for data and getting results and enjoys writing about such topics.