Adeline Bertrix

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

Adrian G. Simmons

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

Alana Bryant

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

Ali Maloy

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

Amy Ball

Amy Ball is on the Partnership Marketing team to bring awareness of how QuickBooks Online integrates with companies, including American Express and Apple. She has worked in a number teams at Intuit, including Communications, Accountants and Apps marketing. When not working, Amy enjoys supporting small businesses of all types and talking with them about their daily adventures.

Andrew Berg

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

Andrew Newman

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

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

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

Andrew Poulos

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

Andy Gutierrez

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

Angela Rust

Angela Rust is a partner of 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.

Anita Robinson

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

Annabella Green

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

Arianna Campbell

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

Barry MacQuarrie

Barry MacQuarrie, CPA, is a consultant who combines his knowledge of accounting and technology to help small businesses get the most out of their investment in cloud accounting solutions. His areas of expertise include cloud accounting apps, process improvement and technology management.

Becca Decker

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

Becky Livingston

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

Beth Melcher

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.

Beverly Lang

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®.

Bill Kennedy

Bill Kennedy, CPA, CA, is a QuickBooks Online ProAdvisor and writer who enjoys solving systems and financial issues for nonprofits and charities.  His business, Energized Accounting, is based in Toronto, Canada.

Bill Sheridan

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

Bill Teague

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

Bonnie Buol Ruszczyk

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

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

Brady Hahn

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

Brady Lievens

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

Brady Suggs is a senior product manager at Intuit diligently working to build the #1 web based professional tax software. He has over 15 years’ experience building and implementing time saving software across energy, financial, and healthcare sectors. Brady has one kid, likes football, and poorly hides his southern accent.

Brandy Derrick

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.

Brett Owens

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

Brian Swanson

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

Brian Tankersley

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

Bruce Andersen, CPA

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

Bryan Cytron

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

Bryan Tritt

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

Bryce Forney

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

Byron Hebert

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

Byron Patrick, CPA

Once a public practicing CPA, Byron now participates as a national speaker/thought leader on technology topics impacting the accounting profession. 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  managing director of Network Alliance, Inc., a technology service provider for the accounting profession and small businesses across the country.

Candy Messer

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

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

Visit her website at for more information.

Carla Caldwell

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

Carrie Kahn

Carrie Kahn, CEO of Complete Business Group, has been supporting and selling QuickBooks since Dos V1. She has been a certified ProAdvisor in the full line of QuickBooks products since 2002. Complete Business Group, joined the Intuit Reseller Program in 2008. In 2015 CBG launched the Complete Business Partner Program mentoring ProAdvisors in selecting the best QuickBooks products for their clients at best pricing for their customers. CBG was named Partner Program of the year for 2017. Carrie serves as a host for the ABBO Facebook group (accountants, bookkeepers, and business owners) as the QuickBooks product expert. She was named top 100 QuickBooks ProAdvisors every year since 2014. She was named top Social Media Resources ProAdvisor for 2017. She has been in the top 10 Intuit Premier Resellers (IRPs) since 2012, and currently is ranked #1 in the East.  Carrie is currently serving on the IRP Council since 2016.

Carson Smith

Carson Smith is a tax analyst at Intuit Canada.

Cary Tiernan

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.

Cathy Iconis

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

Charles Costa

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

Cheryl Blazej

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

Cheryl Manmohan

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

Cheryl McElrath

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

Chris Farmand

Chris Farmand, CPA, 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 

Chris Guido

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

Chris Repetto

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

Chris Wise

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

Christopher Ragain, CPA/PFS

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

Cliff Mitchell

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. 

Connie Sparks

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

Daniel Balofsky

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

Daniel D. Morris, CPA, CGMA, TEP

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

Daniel Lowell

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

Danielle Ernst

Danielle Ernst 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.

Darren Root

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

Dave Venard

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

David Bergstein

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

David Leary

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

David Worrell

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

Dawn W. Brolin

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

Deanna Perkins

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

Debbie McClanahan

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

Derek Miller

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 and other publications.

Diana Mackie

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

Diane Gilson

Following three years in public accounting (CPA license), and 13 years in banking (Certified Internal Auditor designation), Diane Gilson founded Info Plus Accounting, 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 United States.

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 AccountingPRO™ (a prebuilt QuickBooks construction template), Month-End Closing Procedures, and the eCPA (employee Cost & Pricing Analyzer)© labor-burden calculator).

Dorinda DeScherer

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

Drew Orr

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

Dustin Hostetler

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

Dustin Wheeler

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

Edi Osborne

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

Edward Castano

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

Eileen Reppenhagen

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

Eithne O'Connor

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

Elaine Morgan

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

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

Elaine Orr

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

Elizabeth Joyce

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

Eric Benson

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

Eric Majchrzak

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

Eric Pulaski

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

Erin Walsh Dyer

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.

Esther Friedberg Karp

Esther Friedberg Karp is an internationally-renowned trainer, writer, business consultant and speaker who was named one of the Top 10 QuickBooks ProAdvisors in the world, with the title Top International ProAdvisor. Based in Toronto, Esther has the unique distinction of holding ProAdvisor certifications in the United States, Canada and the United Kingdom. She has authored materials and delivered educational and certification courses for Intuit in all those countries, as well as Australia, where she conducted live QuickBooks Online training. She has spoken at Scaling New Heights, the Sleeter Conference, QuickBooks Connect and other conferences, and has written countless articles for Intuit Global.

Eva Velasquez

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

Firm of the Future Team

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

Florence Fung

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

Frank Abagnale

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

Frank Landreneau

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

Gaby Sankovich

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

Gale Kirsopp

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.

Geni Whitehouse

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