David Talach is Senior Vice President of the Money and E2E Experiences Team for the QuickBooks Small Business & Self-Employed Group at Intuit. He’s responsible for delivering consistent and delightful experiences across the ecosystem, and he leads the QuickBooks Money, Platform, and Design teams. Dave has nearly 20 years' experience in financial services in all disciplines, including Banking, Payments, Hardware, and Risk.

Jeremy Sulzmann leads the QuickBooks Accountants Segment team focused on delivering products and programs like ProAdvisor for accounting professionals to power their clients’ and firm success. Jeremy and his team lead this organization globally. He has been with Intuit for over 7 years and, prior to this role, led QuickBooks Self-Employed, our open third-party platform for developers and business operations.

With nearly 15 years of experience in audit, tax, and consulting, Ashleigh Sutter empathizes with small and midsized business owners, and her background in leading a Top 40 Accounting Firm’s CAS practice enables her to support our most important partners: accountants. She strives to offer a realistic plan for a better future, with people, processes, and technology being key to success.

Lynda Artesani is the founder of Artesani Accounting and The Proper Trust, LLC—both specializing in working with attorneys and law firms, particularly midsized firms. Services provided include bookkeeping and accounting, data migration, data analysis, and long-term financial strategy. Lynda also co-founded The Accountant’s Law Lab, a private group designed to teach bookkeepers and accountants about the complexities of law firm clients. And she is the co-host of The Accountants Law Pod podcast.

TaBetha Awaldt is a seasoned accounting professional with a wealth of experience in the field. As the Director of Accounting Services at Reconciled, she oversees a team of over 25 accounting professionals who work closely with entrepreneurs across various industries. TaBetha holds 2 bachelor's degrees (finance and economics), both obtained from West Virginia State University. Her academic background has provided her with a strong foundation in financial principles and economic analysis, which she expertly applies in her role at Reconciled.

Jessica Barnas is a partner and a leader of Wipfli's client accounting and advisory solutions team group. She leverages her in-depth knowledge of accounting software and financial processes and procedures as she guides our clients into the future, allowing them to focus on their core business.

Sharon Berman began her career as an auditor with a large international public accounting firm, and she has over 30 years of experience in public accounting. Sharon has performed technical reviews, peer reviews, and internal inspections, making her a natural fit for designing and implementing effective accounting solutions. She focuses primarily on developing the firm's CAS practice and providing solutions to clients.

Meghan Blair spent 22 years in the accounting field. After selling her firm, she now works to influence social responsibility and sustainability in small business through her experience in the accounting field, public speaking, board positions, and as an advisor to various tech companies. Meghan currently serves on Intuit's Partner Council and the board of Mass Restaurants United, and is a member of Accounting Salon. Meghan and her family call Nantucket home.

Brittany Brown, CPA and ProAdvisor, is the Founder and CEO of LedgerGurus, an industry-leading e-commerce accounting CAS and inventory implementation practice. LedgerGurus went from 2 to 60+ employees in 8 years, and Brittany is the force behind her firm's rapid growth and innovation, all while being the proud mom of 5. In addition to helping her clients achieve financial success, she's been a trailblazer in e-commerce accounting education, helping more than 12,000 YouTube subscribers expand their knowledge through over 130 video tutorials. When not leading her team, she is painting or hiding in her car with a Dr. Pepper.

As President and Co-Founder of GrowthLab Finance-as-a-Service (FaaS), Steven focuses his time on the company’s growth and operational leadership. Coming from the startup world, Steven is the tactical mind behind GrowthLab’s vision, which now supports accounting and finance needs for over 400 scaling businesses. When working with customers, Steven can be heard talking about capital raising or implementing new strategic plans. Outside of the office, he can be found outdoors with his wife and 4 kids.

Keith Crowther is a seasoned professional with over 7 years of experience working in the e-commerce space, helping small businesses with inventory and order management solutions. He graduated with a bachelor's in Commerce from the University of Guelph, Ontario, Canada. Keith serves as a Product Manager at QuickBooks Online, where he's responsible for building commerce solutions for small and midsized businesses. Keith's dedication to the field has helped him to develop a deep understanding of the unique challenges faced by small businesses in the e-commerce space.

Rachel Dauchy is an Advanced Quickbooks ProAdvisor and owner of NetDeposited. After a career in banking, accounting, and operations, Rachel wanted to fulfill her dreams of being an entrepreneur. Through her partnerships with QuickBooks, Shopify, and other industry-leading services, she has built a successful firm specializing in serving e-commerce clients by combining Quickbooks Online with countless unique integrations. Although originally from Los Angeles, she now lives in Detroit with her family and is pursuing her MSA from the University of Michigan.

Deborah Defer has more than 30 years' experience in accounting and technology. She spends her time consulting with clients regarding QuickBooks matters such as training, system analysis, integration, third-party app implementation, and troubleshooting. Deborah is an Advanced Certified QuickBooks ProAdvisor, and was recognized by Insightful Accountant as a Top 100 ProAdvisor from 2015 through 2023.

Dave is the CEO of Figured, a cloud-based agribusiness accounting platform that is used by leading CPA firms and over 35,000 farms worldwide. During Dave's time as CEO, Figured has been active in the New Zealand market where over 80% of the farming customers have transitioned to cloud technology, and has now established operations in Australia, UK, Ireland, Canada, and the US. A tech industry veteran, Dave has more than 34 years of senior leadership experience in global technology businesses and emerging growth companies spanning technical, product, sales, and marketing roles. A keen yachtsman and family man, Dave is often out on the water with his wife or spending time with his now adult children.

Chris Dyer is a recognized company culture and remote work expert. He routinely consults and speaks, and Inc. Magazine ranked him as the No. 1 leadership speaker on culture. He has 2 best-selling books: The Power of Company Culture and Remote Work. Just this year Chris was named No. 5 on the LeadersHum Power List, a Top 50 Voice in Leadership, a Top 40 Change Management Guru, a Top 50 Global Thought Leader, a Top 50 leadership podcaster, a Top 50 HR Leader Shaping the Future of Work, and a Top 101 Global Employee Engagement & Experience Influencer.

Michelle's previous work experience includes helping start a nonprofit organization in Iraq and running all of the finances for it while living there. Reconciliations happen to be a favorite pastime of Michelle's, which makes this job perfect for a mother of 3 in New York City. Remote work allows Michelle to work from home but also be connected to fellow co-workers and clients throughout the US and abroad.

Dan Gertrudes is CEO and Co-Founder of GrowthLab, a finance-as-a-service company that provides founders and management teams with financial planning, accounting, and CFO support. GrowthLab specializes in helping startups, emerging growth companies, and companies in turnaround mode by offering leadership and execution with their financial management, accounting, and strategic planning functions.

Kelly Gonsalves is a true entrepreneur who is all in, all the time. Her first endeavor began in 2015 when she founded Totally Booked in New York City to help small businesses become more profitable by using efficient accounting processes. Since then, Kelly has been awarded the Top Up-N-Coming ProAdvisor in 2019 and Top Social Media Influencer ProAdvisor in 2023 by Insightful Accountant. She's consulted for App Partner as well as large firms looking to implement new processes. Kelly started speaking in 2018 to help other accounting professionals and hasn't looked back since.

Marie Greene is an entrepreneur and Founder of Connected Accounting. She's defined by her enthusiastic curiosity as shown by her CPA and 3 master's degrees. And her passion for problem-solving, love of efficient processes, and sincere client support are built into the DNA of her business. Above all, Marie wants to liberate business owners from the everyday stresses that lead to burnout and frustration. Marie's skills shine when it comes to finding linear and logical solutions to business challenges. Her top priority is to create a nurturing, flexible space for her team and clients alike.

Diane Haines is the Chief Product and Marketing Officer at Mineral and has over 20 years of experience working in marketing, product marketing, and management in software, healthcare, and biotechnology companies. With a bachelor of arts degree from Cornell University and a master’s degree in Economics and Management, Diane helped co-found a startup and has worked at large organizations such as Sage, OHSU, Agilent Technologies, and Becton Dickinson. She's passionate about serving customers and helping them solve their business challenges.

Al-Nesha Jones, CPA, MBA, is the founder of ASE Group, a full-service accounting, tax, and advisory firm focused on empowering small business owners to build strong and sustainable businesses. She was recognized as a 2023 Top 100 ProAdvisor, one of Ignition's 2023 Top 50 Women in Accounting, a 2022 NJCPA Ovation Award Winner for her firm's DEI efforts, and a 2021 CPA Practice Advisor 40 Under 40 Professional. She's been a participant in the ProConnect Tax Customer Council for Intuit since 2021, and is a member of the Intuit Trainer Writer Network.

For more than a decade, Dave Capovario has provided small businesses with bookkeeping and concierge consulting services so they can focus on business growth. He first founded The Kersting Group and is now the founder and CEO of Capovario, where his network of professionals delivers solutions as a full-stack, top-to-bottom business partner. Dave also supports and partners with other accounting firms in caseload management.

Kenji Kuramoto is founder and CEO of Acuity, which has been named a Top Firm for Technology and Top Firm to Work For by Accounting Today. He also co-founded Acuity Invests, which invests in accounting tech, SaaS, fintech, and crypto companies. Prior to Acuity, Kenji was CFO of an Inc. 5000 tech company and worked in the audit practice at Arthur Andersen. He's served as an advisor for such accounting tech companies as Xero, Gusto, FreshBooks, and Expensify. Kenji has an accounting degree from Wake Forest University.

Steve Libhart runs a professional bookkeeping and accounting firm for the legal industry. He is the co-host of the Accountants Law Pod podcast, and is on the faculty of the Colorado Bar Association, where he teaches law firm accounting and trust compliance.

JJ Littrell's diverse experience ranges from auditing at a global firm, leading finance teams inside private and publicly held companies, and being at the helm of a CAS practice for a Top 50 accounting firm. This background gives her unique skills for her current role as Chief Operating Officer for Fraction CFI. Fraction serves mid-market businesses in the dental industry, specializing in using financial and operational data to provide timely, actionable advice. JJ is passionate about helping CAS practices add value to their clients through specialization while creating thriving, profitable practices.

Shane Mason is a CPA/CFP/CPWA/EA who specializes in helping self-employed creatives and tech professionals foster wealth. After spending 7 years in the public accounting space with PwC and Raich Ende Malter & Co., Shane embraced his independent spirit and launched BKFi with AJ Ayers. He spent the early years of his accounting career working with startups in Austin, TX, before moving to Brooklyn to learn just how messy New York taxes can be. With a strong foundation in the technical elements of tax planning, Shane focuses on the nuts and bolts of clients' financial plans.

Obed Maurice is both a US and Canadian CPA with a passion for automation and finance. He founded one of Canada's first virtual accounting firms in 2014 based on the motto "Accounting—BUT cooler," and was focused on improving the client experience. Obed sold his firm to a midsized company, which he then joined as a partner. In an effort to pursue more impactful work, he recently founded a technology-driven venture to help individuals organize their financial lives. Today he's focused on financial planning, wealth management, and fractional CFO services.

Matthew May is the Cofounder of Acuity, which builds and maintains financial functions for entrepreneurs and startups. With 150 staff members, Acuity has provided over 2,000 companies with a full range of advisory solutions, from high-level strategic financial counsel through its fractional CFO practice to fit-for-purpose growth solutions for early-stage startups.

Beth Melcher is the founder and owner of MoneyFit in Traverse City, MI. MoneyFit’s mission is to empower business owners by helping them understand and command the language of finance. With an MBA in strategic planning and marketing from Case Western Reserve University, Beth brings more than 25 years’ experience in the financial and consumer product worlds, and served on the Intuit’s Accountant Council 2018–2019. Beth is a wife and proud mother of 2 children. She completed 2 marathons in 2022 and loves to golf and travel.

Duke Alexander Moore gained popularity on social media by changing the narrative around personal finance by making it fun and engaging and providing easy-to-understand tax education. Today, Duke Tax is run by a team of entrepreneurs and tax specialists committed to supporting people who don't have traditional 9-to-5 jobs.
Duke Tax has been featured on Good Morning America, CNN, Forbes, Entrepreneur, Bloomberg, Business Insider, and more. The business has helped thousands of people navigate complex tax situations so they may be free to do what they really love: create!

Sarah Prevost is the founder of Mintage Labs and The Proper Trust, both firms in the legal industry. Sarah was voted a top 100 ProAdvisor of the Year and is a LeanLaw Gold Accounting Pro. She's been Clio Certified for the past 8 years, and is on the Accountant Council for My Case.

Throughout her life, Angela Main Roberts has been surrounded by small business owners, giving her many lessons on the realities of small businesses. She coupled this experience with her love of accounting and earned her Bachelor of Science degree in Accounting. Angela developed her accounting skills with small businesses in the Midwest and became a corporate controller for a large company in Chicago.​ Angela traveled to Pennsylvania, Washington DC, and Germany with her military husband and children. After settling down in Atlanta, GA, she founded Main Accounting Services.

Vanessa Rokhman is a seasoned CPA with over a decade of experience in the accounting industry. Her background spans Retail, Restaurant, Professional Services, Manufacturing, Distribution, and her primary specialization, Non-Profit Accounting, which has equipped her with a unique perspective on the challenges facing businesses in these sectors.

As the leader of the Non-Profit Industry Outsourced Accounting Practice at EisnerAmper Advisory Group, LLC, Vanessa has played a pivotal role in transforming financial management for non-profit organizations. Her team of 6 dedicated accountants provides a range of essential services, including operational accounting, fractional controller services, and general consulting.

Vanessa has a Bachelor's of Science degree in Accounting and Business Administration, with a focus in Finance. Also, she earned a certificate in Non-Profit Accounting from the American Institute of Certified Public Accountants (AICPA). She previously was a member of the Intuit Large Firms Partner Council, where she contributed to shaping the future of accounting technology and practices.

One minute, he's a forward-thinking problem-solver. The next, he's a technically minded marketer. All in a day’s work for Richard Roppa-Roberts, The Intellectual Handyman and ProAdvisor® Advisor at the helm of Roundtable Labs and Quasar Cowboy. He's driven by one core belief: working collaboratively is the key to a better business. This belief is the backbone of the thriving Roundtable Labs community he's been cultivating since 2015. And it's also at the heart of his highly sought-after "mission-control" style coaching of Quasar Cowboy.

Alexis Sadler grew up in the world of Intuit and was reconciling her first checking account register as a high school freshman. Twenty-five years later, she's now a QuickBooks Solution Provider, Reseller, and Certified ProAdvisor and loves to share all her superpowers. She and her Rocket Bookkeepers have supported hundreds of SMBs on their QuickBooks adventures through her company, Accounting Therapy, Inc. DBA Rocket Bookkeeping.

Misty Schachtell-Megia is a business strategist extraordinaire with over 20 years' experience in market strategy, project management, public speaking, corporate branding, and channel marketing. She's traveled the world as a corporate spokesperson for many companies. Outside of her business life, Misty is a performer, director, and choreographer for professional and regional theatre. She's blended her 2 passions of business and theatre to help high-achieving leaders learn step-by-step skills on how to present to any audience, from the boardroom to the keynote stage.

Jacob Schroeder, CPA, is the Founder and CEO of Ascend Consulting. Initially, Jacob worked with business owners to support tax filing and compliance, but found that his real passion was in guiding business owners on how to scale what they’re passionate about. With Jacob’s guidance, his clients have the ability to grow without being hampered. With his ear to the ground, Jacob sees that the accounting industry is not yet ready for tomorrow. He has a master’s in accounting and has been a CPA since 2013. He has also had the honor of serving on the Intuit Accountant Council.

Meet Meha Shah, a seasoned product manager with over 8 years of experience working with SMBs. Meha specializes in e-commerce, products and services, inventory management, and sales tax at Intuit. She holds an MBA from UC Berkeley and a bachelor's in Supply Chain Management from Arizona State University. Meha is passionate about helping product-based businesses unlock growth by driving operational efficiencies. In her free time, Meha enjoys traveling and the outdoors.

Julie Shipp is the Partner and Integrator/COO of Thriveal. She leads all strategic initiatives through Operations, and teaches and develops the educational content of Thriveal with Jason Blumer. After attending Auburn University and receiving a bachelor's in Accounting, she worked in large corporations’ accounting departments early in her career. Then she transitioned into being deeply immersed in caring for her family full time and learning more through that process than she could imagine. This has been true also for the past 10 years as she has learned more than she ever thought possible while building and growing the Blumer firm and the Thriveal CPA Network.

In the past 18 months Jason Staats ran a $5M accounting firm, built a SAAS to $30K MRR, sold a startup, built a creatorpreneur business to $10K MRR, and produced commercials for brands like LinkedIn and Zapier. Here's how he helps people today:

• Producing content to help accounting leaders develop more sustainable firms
• Providing thought leadership on the adoption of automation and AI in support of public accounting
• Fostering better partnerships for software companies with the accountant channel, and leveraging AI in their products.

With nearly 15 years of experience in audit, tax, and consulting, Ashleigh Sutter empathizes with small and midsized business owners, and her background in leading a Top 40 Accounting Firm’s CAS practice enables her to support our most important partners: accountants. She strives to offer a realistic plan for a better future, with people, processes, and technology being key to success.

After 21 years of building a successful firm and 18 transitional months as an employee, Megan Tarnow is on her second entrepreneurial adventure as a solo consultant. She's striving to learn from experience and, this time, intentionally build to enough. Megan is an Advanced Certified ProAdvisor, a member of the Intuit Trainer Writer Network, a Top 100 ProAdvisor since 2020, and the 2023 Top Niche Practice ProAdvisor. She created the QuickBooks for Nonprofits Facebook group, which has over 8,000 members and grows by roughly 50 people each week. Megan celebrates the power of community.

Vinayak Thakkar is a Principal Product Manager and has been with Intuit for over 8 years. He leads the QuickBooks Online App Integrations as well as QuickBooks Online Project Financials tracks.

Shane Tighe is a seasoned professional with over 5 years of experience working directly with product-based businesses. As the former Customer Experience Leader for TradeGecko in North America, Shane gained deep knowledge and expertise in solving workflow issues for product-based businesses. This experience led him to his current role at Intuit, where he leads insights and research initiatives related to PBBs and e-commerce for QuickBooks Online. Shane's unique background and expertise have helped him to develop a deep understanding of the unique challenges faced by product-based businesses. He's passionate about learning more about these businesses and working to solve their pain points.

Kylie Tuosto is a Product and Design Leader for Intuit Mailchimp and is passionate about creating amazing customer experiences that drive business growth. In her spare time, she runs a little Etsy shop making educational tools for toddlers at goodnightfox.com.

Roman Villard, a 12-year CPA and business enthusiast, is the founder of Full Send Finance, an innovative accounting solution designed for growth companies. After gaining experience with 4 firms, he’s building Full Send to revamp client experiences through technological advancements, efficient internal workflows, and high-quality service. Roman believes there’s no singular pathway to success. Instead, many routes lead to growth and freedom, and a strong community plays a vital role in fostering this growth. He finds immense satisfaction in assisting others to succeed.

Erin Vukelich is the Director of Accounting Services at Prix Fixe Accounting (PFA), a firm specializing in the hospitality industry. She focuses on the accounting processes for clients, and ensures her accounting team is supported. Prior to PFA, she worked for a regional CPA firm for close to 11 years, transitioning them into a CAS practice, and then spent a year at Botkeeper to see the product development side of the industry. Throughout her time at both companies, she found her calling in developing a team and supporting them into the future.

Robert Wagner has more than 30 years of accounting and executive experience, and leads the Specialty Services practice at HoganTaylor in Tulsa, OK. Previously, Robert was co-founder of a CFO consulting practice that was merged into HoganTaylor in 2013. His additional experience includes serving as CFO of a $100-million, publicly held technology company for 22 years, as well as working as an auditor for PwC.

Chris acquired System Six in 2021 and has led its growth from 18 to 35+ employees over the last 2 years. Prior to System Six, Chris served as an advisor and private equity investor for midsized to large businesses. He's worked for several fast-growing companies, holds an MBA from Stanford University, and lives in the San Francisco Bay Area. Chris loves working out at Orangetheory, perfecting his golf game, and enjoying quiet weekends with his better half.

Jennifer Witts is the incoming Managing Partner for the CAAS practice at CLA. Prior to joining CLA, Jennifer worked in various accounting and finance roles at tech and retail companies like Nokia, Best Buy, and Groupon and at several tech startups. While working at startups, Jennifer found her passion for building finance functions that are tech-forward and focused on enhancing company operational goals. When Jennifer joined CLA as the Chicago CAAS practice leader in 2018, she took that same approach to serving her clients and, over time, pivoted to helping build the CLA CAAS practice to focus more on the client experience and building the right tech stack. Jennifer is passionate about promoting CAAS to change the perception of the accounting profession and to provide students and experienced accountants with nontraditional career paths. She has a husband who makes fun of her for laughing out loud at accounting podcasts on road trips, an 11-year-old son who has absorbed all of her free time with his love for hockey, and an 8-year-old daughter who independently decided to dress as an ‘90s rapper for Halloween. Enough said.

With more than 5 years of product management experience, Charlotte is the product lead at Chaser, the market-leading accounts receivable automation software. She's passionate about helping businesses streamline and optimize their processes, especially in ensuring timely invoice payments. Charlotte firmly believes that automation and artificial intelligence can significantly enhance a business's accounts receivable processes. Data-driven at her core, Charlotte relishes working on innovative technical solutions that help businesses make more informed decisions.

Part problem solver, part community advocate, Yasso Bookkeeping Solutions founder Martha Yasso uses more than 20 years of financial experience from Wall Street and Community Banking to deliver peace of mind to small business owners in the professional, trade, and medical industries. She loves knowing her clients by name and understanding their business granularly. Clients get back more time, benefit from decades of expertise, and receive tailored financial advice for their small businesses.