Actor, producer, and entrepreneur
Genre-bending concert artist, purpose strategist, and entrepreneur
Organizational psychologist and best-selling author
Chef, author, and TV host
Executive Vice President and General Manager of the Small Business & Self-Employed Group, Intuit
Senior Vice President, QuickBooks Money and E2E Experiences, Small Business & Self-Employed Group, Intuit
Senior Vice President, Business Operations and Partner Ecosystem for the Small Business & Self-Employed Group, Intuit
Vice President, Accountants Segment, Small Business & Self-Employed Group, Intuit
Director, Accountants Segment, Small Business & Self-Employed Group, Intuit
Director, US Accountant Sales, Small Business & Self-Employed Group, Intuit
CEO, CorpNet, Inc.
Firm Owner, The Proper Trust
Director of Accounting Services, Reconciled Accounting Services
Partner, Wipfli LLP
Owner, Snow & Blair
CEO, Thriveal CPA Network
Gregg S Bossen CPA
President, QuickBooks Made Easy for NonProfits
Designated Motivator, The Designated Motivator Inc
Advisory Services Leader, Intuit Accountants, Intuit
President, GrowthLab FaaS
CEO, Candella Accounting & Advisory Services
CPA Coach, Geraldine Carter LLC
Founder and CEO, 1st Step Accounting
Managing Partner, Tax Hack
Strategic Partnerships Manager, Intuit
Operations Manager, Accrew
Partner, Tri-Merit Specialty Tax Professionals
Senior Product Manager, Commerce, Intuit
Consultant, Deborah Defer Consulting LLC
President, Dillon Business Advisors
Keynote Speaker and Best-Selling Author, ChrisDyer.com
Senior Program Manager, Accountant Growth, Intuit
Director of Product & Customer Acquisition, Justworks
Internal Controller, Reconciled Accounting Services
Hector Garcia, CPA
CEO, GrowthLab Financial Services, Inc.
Chief Operating Officer, Acuity
Director of Tax, Walker Glantz PLLC
Founder, Totally Booked
Chief Tax Officer, The Graf Tax Co. PLLC
CEO, Connected Accounting
CEO, Lookahead Live
Partner, Summit Virtual CFO by Anders
Chief Product and Marketing Officer, Mineral
Firm Founder and CPA, ASE Group
John D. Jordan
President, John D. Jordan, CPA, PA
CPA, Sherwood Tax & Accounting
CPA, Behind the Scenes Financials Inc.
Product Manager, Intuit
Senior Partner Development Manager, Intuit
Engineering Lead, Intuit
Innovation Strategist, Rightworks
Owner/Manager, Numbers Matter LLC
Owner, Likes Accounting Company
Chief Operating Officer, Tuatara
Partner, Ignite Spot Accounting
CEO, Pro Tax & Accounting LLC
CEO, Prix Fixe Accounting
Sherrell T. Martin
CEO, Nitram Financial Solutions
Cofounder, Brooklyn Fi
Founder, Maxim Management
Strategy and Partnership Leader, Partner Ecosystem, Intuit
Partner, Digital Advisory Practice, Cherry Bekaert Advisory LLC
Sales Leader, Guideline for Accountants, Guideline
COO, Charisma Ink, LLC
Duke Alexander Moore
CEO, Duke Tax
Partnerships Manager, Ignition
Founder and CEO, Yogi CPA
Customer Success, ServiceM8
Founder and CEO, Nimbl
Founder, Calmwaters Cloud Accounting
CEO and Founding Partner, Hash Basis
CEO, Entreflow Consulting Group
Cheryl C. Perez
CEO, Cheryl C Perez Brands
President and General Manager, Corpay Complete, Corpay
Firm Owner, The Proper Trust and Mintage Labs
Owner, MB Raimondi, CPA/CITP
Owner, Main Accounting Services
Senior Manager, EisnerAmper Advisory Group
Chief Strategist, Rightworks
Intellectual Handyman, Roundtable Labs
Global Head of Partner Onboarding, Amazon Business
CEO, Accounting Therapy
CEO and Creative Producer, The Theatre of Public Speaking
CEO, Ascend Consulting LLC
Construction Accounting Guru, The Profit Constructors LLC
Group Product Manager, Intuit
Senior Manager, BDO
COO, Thriveal CPA Network
President, Realize LLC
Dr. Sabrina Starling
The Business Psychologist, Tap the Potential LLC
Chief Excellence Officer, Accounting Loft
Director, US Accountant Sales, Small Business & Self-Employed Group, Intuit, Intuit
Partner, Talley LLP
Principal, DaisyBee Consulting, a division of The Mobius Group
Principal Product Manager, Intuit
Principal, The Sales Tax Sisters
Principal, The Sales Tax Sisters
Senior XD Researcher, QuickBooks Commerce, Intuit
Regional Partner, BDO
CEO, Linza Advisors Inc.
Product and Design Leader, Intuit
Managing Partner, TLTurner Group
Business Strategist and Accountant, Expert Accounting Consultants
CEO, The B3 Method Institute
Founder, Full Send Finance
Director of Accounting, Prix Fixe Accounting
Operating Partner and Principal, Broadtree Partners, LLC
CAS Manager, JCCS
Countess of Communication, Even A Nerd Can Be Heard
CEO, System Six
Principal, The W2 Group, LLC
Owner, Lake Oswego Tax
Managing Principal, CLA
Director, Product Management, Intuit Mailchimp
President, 24hr Bookkeeper Inc.
Product Manager, Chaser
Founder, Yasso Books
Ryan ReynoldsActor, producer, and entrepreneur Aside from his many accolades as one of Hollywood's most genre-bending leading men, Ryan Reynolds is equally as successful as a producer, screenwriter, entrepreneur, and award-winning marketer. He's been recognized as one of the most creative people in business by Fast Company, The Hollywood Reporter, Wall Street Journal, and Adweek, thanks in part to his breakthrough campaigns for Aviation Gin, Mint Mobile, and the Match Group.
Jade SimmonsGenre-bending concert artist, purpose strategist, and entrepreneur Following an artistic epiphany, Jade Simmons pivoted from playing the piano to impress audiences, to creating transformational experiences designed to activate them into becoming the biggest, boldest version of themselves possible. Nicknamed "Classical Music’s No. 1 Maverick," she's also CEO of Jade Media Global, a live experience and global content distributor, and author of Purpose the Remix: A Mind-Blowing Reunderstanding of Purpose and How It Works.
Adam GrantOrganizational psychologist and best-selling author As a top-rated Wharton professor, widely adored TED contributor, and no. 1 New York Times best-selling author, Adam Grant is recognized as one of the world’s most cited, prolific, and influential researchers in business and economics. His mastery of organizational psychology gives him the unique ability to help others find motivation and meaning, rethink assumptions, and live more generous and creative lives.
Carla HallChef, author, and TV host Carla Hall has enjoyed a storied career that's taken her from business to modeling to cooking. Winning over audiences as a competitor on Bravo's Top Chef and Top Chef: All-Stars with her philosophy to "always cook with love," she believes that food connects us all. She's a former co-host of the Emmy-winning series The Chew, a judge and host on the Food Network, and author of several cookbooks focused on soul food.
Marianna TesselExecutive Vice President and General Manager of the Small Business & Self-Employed Group, Intuit Marianna Tessel is the General Manager for Intuit’s Small Business & Self-Employed Group (SBSEG) Group that includes QuickBooks and Mailchimp. In this role, she upholds Intuit’s vision to be the source of truth for small and midsized businesses to solve their biggest challenges and run their companies with confidence. Before taking on this position in summer of 2023, Marianna served as the head of Product Development for SBSEG and then Intuit’s Chief Technology Officer.
David TalachSenior Vice President, QuickBooks Money and E2E Experiences, Small Business & Self-Employed Group, Intuit
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.
Cassie DivineSenior Vice President, Business Operations and Partner Ecosystem for the Small Business & Self-Employed Group, Intuit Cassie Divine champions our Accountant ecosystem and strategic partners as part of our Global Business Development efforts. She's known for building high-performing teams and durable systems, and is the executive sponsor of the Intuit Women's Network. Cassie was Senior Vice President of the Intuit QuickBooks Platform, where she led the global product organizations.
Jeremy SulzmannVice President, Accountants Segment, Small Business & Self-Employed Group, Intuit
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.
Ted CallahanDirector, Accountants Segment, Small Business & Self-Employed Group, Intuit Ted Callahan represents accountants' voices across the QuickBooks organization to inform product strategy, improvements, and innovations. Ted also drives proactive communications to accountants about product changes in the QuickBooks platform. He brings a wealth of knowledge to his role as the previous leader of the Accountants Segment and QuickBooks Live.
Ashleigh SutterDirector, US Accountant Sales, Small Business & Self-Employed Group, Intuit
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 ArtesaniFirm Owner, The Proper Trust
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 AwaldtDirector of Accounting Services, Reconciled Accounting Services
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 BarnasPartner, Wipfli LLP
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 BermanPrincipal, Rehmann
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 BlairOwner, Snow & Blair
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.
Jason BlumerCEO, Thriveal CPA Network Jason Blumer serves as CEO for Blumer CPAs and Thriveal, choosing the best structures to help both firms grow and approaching the profession with transformative education. His 30-year career has been so varied, he’s performed every function in a firm and many other companies he’s worked in. Jason has been a CPA in public practice for 25 years, and is a sought-after international speaker, educator, coach, consultant, and friend to firm entrepreneurs all over the globe.
Gregg S Bossen CPAPresident, QuickBooks Made Easy for NonProfits In addition to his practice, Gregg Bossen created QuickBooks Made Easy for Nonprofits in 2000. He teaches nonprofit QuickBooks seminars and webinars, and provides technical support, one-on-one consulting, nonprofit system design, and nonprofit-specific streamable training. Gregg's teaching style is funny and entertaining, and his energy and knowledge of nonprofits make his sessions a unique experience. In total, Gregg has taught over 4,500 seminars to more than 65,000 students, from new QuickBooks Online customers to other CPAs who are experts in using the software.
Dawn BrolinDesignated Motivator, The Designated Motivator Inc Dawn Brolin is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc. For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals, and technology solution providers. As an in-demand thought leader, speaker, and author of The Designated Motivator and The Designated Motivator for Accounting Professionals, Dawn believes that motivation and strategic planning are critical parts of being able to achieve the success you want for yourself and your team.
Brittany BrownCEO, LedgerGurus
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.
Jim BuffingtonAdvisory Services Leader, Intuit Accountants, Intuit Jim Buffington has been teaching in the tax and accounting industry for over 20 years and is an expert in implementing advisory services based on his experience working with thousands of US tax and accounting firms. In addition to being a CPA, Jim holds a bachelor's in Business Administration and Accounting from Texas A&M University and an MBA from the University of Texas Dallas.
Steven BylerPresident, GrowthLab FaaS
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.
Carla CaldwellCEO, Candella Accounting & Advisory Services You'll never experience a dull moment when you're around Carla Caldwell. She and her family call metro Atlanta home, but you'll find Carla on the go much of the year. She started Caldwell Consulting & Training in 2015 to help clients, from beginners to industry veterans, connect the dots between technology and accounting. She's also owner and founder of Candella Accounting & Advisory Services, which supports small businesses and nonprofits and recently was named a Top 50 Accounting Services Practice. Carla was recognized as one of The Top 50 Women in Accounting for 2021 by Ignition.
Geraldine CarterCPA Coach, Geraldine Carter LLC Geraldine Carter is a business coach for overworked solo CPAs and firm owners who want to go down to 40 hours a week without giving up revenue. Her clients routinely shave hundreds of hours off their to-do lists and reshape their practice into ones in which they thrive. Her Business Strategy for CPAs podcast has more than 100,000 downloads. Geraldine holds a BS in engineering from Cornell University. In her free time, she can be found mountain biking forested trails or running after her 2 small children in her hometown of Ketchum, ID.
Nayo Carter-GrayFounder and CEO, 1st Step Accounting "Making Accounting a Little Less Taxing" is Nayo Carter-Gray's goal as owner and founder of 1st Step Accounting LLC. A self-proclaimed techie, Nayo decided a virtual accounting practice was the best way to travel and still help small business owners throughout the US manage their financial systems. Nayo is an Enrolled Agent, a QuickBooks Online Advanced Certified Pro-Advisor, a Gusto Ambassador, one of Hubdoc’s Top 50 Cloud Accountants, a former Intuit Accounting Council member, a Top 50 Women in Accounting, and one of Forbes' Top 100 Tax Twitter accounts to follow 2 years in a row.
Miguel CentenoManaging Partner, Tax Hack After spending 6 years at PricewaterhouseCoopers consulting for Fortune 500 companies, Miguel Centeno left to start Tax Hack. His objective: to democratize tax strategies for anyone keen to learn and apply them. Under his leadership, Tax Hack provides clients with significant savings through excellent advisory services. Miguel has been featured in prominent media for his expertise on tax policies. He played a role in the 2018 Tax Cuts and Jobs Act, testifying as an expert witness before the US House Committee.
Anthony ChanStrategic Partnerships Manager, Intuit Anthony Chan is a Strategic Partnerships Manager, Ecosystem Growth, for Intuit's Small Business & Self-Employed Group. Anthony is passionate about partner growth in the QuickBooks ecosystem and the success of our mutual customers. Using a combination of data-driven approach, customer empathy, and years of experience with developers and accountants, he's laser-focused in solidifying accountants' channel of influence in app development. This results in success stories of high-quality integrations and increased confidence in app recommendations by accountants.
Jill ChunOperations Manager, Accrew Jill Chun is the Operations Manager at Accrew and copilot to pretty much all things awesome! She supports all departments and is incredibly gifted at kindly shining light on opportunities for both learning and celebration. In work and in life, she genuinely wants everyone around her to thrive. Jill is a podcast enthusiast. (Shout-out to Simon Sinek!) Away from the desk, she never turns down a chance to get into the water, whether it’s swimming, kayaking, or stand-up paddle boarding. Jill also loves hiking along the coast and trying new foods with her husband.
Randy CrabtreePartner, Tri-Merit Specialty Tax Professionals Randy Crabtree is a CPA and the Co-Founder and Partner of Tri-Merit Specialty Tax Professionals. Since 2019, he's hosted the biweekly podcast The Unique CPA, which ranks among the world's 10% most popular programs. (Source: Listen Score.) You can ﬁnd articles from Randy in Accounting Today's Voices column, the AICPA Tax Adviser. He is a regular presenter at conferences and virtual training events hosted by CPA associations, state CPA societies, and top 400 CPA ﬁrms throughout the country.
Keith CrowtherSenior Product Manager, Commerce, Intuit
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 DauchyOwner, NetDeposited
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 DeferConsultant, Deborah Defer Consulting LLC
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.
Marcus DillonPresident, Dillon Business Advisors Marcus Dillon, founder of Dillon Business Advisors, began firm ownership in 2011 at age 28. Building a team of 17 professionals, Marcus transformed his firm from general tax and accounting to a niche CAS business, generating substantial monthly recurring revenue. He's dedicated to helping firm leaders find a balance between business ownership and personal life. Marcus contributes as a speaker, mastermind group facilitator, and strategic advisor in the accounting industry. Beyond work, he cherishes time with his wife, Rachel, and daughters Kynley and Avery.
Dave DoddsCEO, Figured
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 DyerKeynote Speaker and Best-Selling Author, ChrisDyer.com
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.
Jim DzundzaSenior Program Manager, Accountant Growth, Intuit
Colby FarberDirector of Product & Customer Acquisition, Justworks Colby runs the Product, Accountant Experience, and Customer Success functions for Justworks Payroll. Over the course of Colby’s tenure at Justworks, she's led the Self-Enrollment and Business Development teams, including growing Justworks' accountant partner community. Prior to Justworks, Colby held corporate strategy positions at American Express and the Aspen Institute, and acted as an advisor to one of her favorite local small businesses: Ample Hills Creamery. She holds an MBA from Harvard and a bachelor’s degree in history from University of Pennsylvania. She currently lives in NYC.
Michelle FisherInternal Controller, Reconciled Accounting Services
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 GertrudesCEO, GrowthLab Financial Services, Inc.
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.
Paul GlantzDirector of Tax, Walker Glantz PLLC Paul Glantz, CPA, is the founder and Director of Tax of Walker Glantz PLLC, a modern tax and accounting firm based in Austin, TX. With a passion for simplifying accounting and tax complexities, Paul provides proactive tailored solutions for small and midsized businesses and entrepreneurs. As a mentor and advocate, Paul envisions a future where financial literacy fuels success, one entrepreneurial venture at a time.
Kelly GonsalvesFounder, Totally Booked
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 GreeneCEO, Connected Accounting
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.
Kathy GregoryCEO, Lookahead Live Kathy Gregory is the CEO of Lookahead Live. She has over 25 years of experience in financial forecasting and strategic advising, as well as product marketing. Before Lookahead, she was Director of Strategic Development and Director of Product Marketing for LivePlan, and worked closely with accountants. Now she's back doing what she loves: forecasting for small business owners.
Jody GrundenPartner, Summit Virtual CFO by Anders Jody Grunden is the co-founder of Summit CPA Group, a trailblazing firm that pioneered fully distributed operations and became the top provider of Virtual CFO Services in North America. In 2022, Summit joined forces with Anders CPAs + Advisors, rebranding as Summit Virtual CFO by Anders. This merger brings numerous advantages to Anders and aligns with Jody’s vision of changing the way people think about accounting. These advantages include enhancing the hybrid work environment, establishing thought leadership in virtual CFO services, and adopting a progressive weekly subscription billing model.
Diane HainesChief Product and Marketing Officer, Mineral
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 JonesFirm Founder and CPA, ASE Group
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.
John D. JordanPresident, John D. Jordan, CPA, PA John D. Jordan has 15 years of experience as a CPA, and started his own practice in 2014. His passion is working with individuals and small businesses to provide guidance that helps all clients achieve success. Colleagues and clients know him as a highly energized and trusted advisor. He takes time to understand businesses and what drives them. He's prepared thousands of personal and small business tax returns, and enjoys tax planning to save clients money.
Kristen KeatsCPA, Sherwood Tax & Accounting Kristen Keats is a CPA and industry leader with over 20 years of experience serving small businesses and self-employed clients. She's the CEO of Breakaway Bookkeeping & Advising, an innovative small-business advisory firm that aims to bring joy to accounting. She's also the owner and principal at Sherwood Tax & Accounting, where she combines cutting-edge technology and high-touch client service to create a one-of-a-kind tax experience. Kristen is a proud member of the Intuit Tax Council.
Dave KerstingOwner, Capovario
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.
Debra KilsheimerCPA, Behind the Scenes Financials Inc. Debbie owns Behind the Scenes Financial Inc. and provides accounting and consulting services specializing in QuickBooks Online. Debbie believes accounting should be forward-thinking using technology, apps, and the art of personal relationships. Her expertise is using QuickBooks Online to solve client accounting challenges, focusing on streamlining processes and collaborating with clients to make the changes necessary to improve their future. She shares her excitement about this profession with colleagues by teaching webinars and speaking at live events like QuickBooks Connect.
Anna KippleyProduct Manager, Intuit Anna Kippley has been with Intuit for 3 years and is a product manager for QuickBooks App Marketplace.
Kenji KuramotoCEO, Acuity
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.
Beverly LangSenior Partner Development Manager, Intuit Beverly Lang's focus on integrity, adaptability, and creativity has enabled her to successfully leverage Intuit's cloud platform and services ecosystem to help firms reach their full potential. As a seasoned Senior Partner Development Manager, she's passionate about driving growth and success through strategic consulting, coaching, and education. Beverly has honed her negotiation, analytical, and communication skills and fostered lasting partnerships, thanks to her track record of exceeding client expectations and delivering exceptional results.
Perri LapidusEngineering Lead, Intuit
TJ LewisInnovation Strategist, Rightworks TJ Lewis brings a decade of diverse experience in creative, product development and operational roles. With recent advancements in AI, TJ has dedicated significant effort to identifying ways to leverage the emerging technology for efficiency and productivity gains within modern accounting firms. He focuses on understanding user needs to develop effective solutions. TJ's strength lies in fostering cross-functional collaboration, utilizing his broad industry perspective to navigate the ever-evolving accounting landscape. As the accounting profession’s software landscape continues to shift, TJ ensures Rightworks stays ahead of the curve.
Steven LibhartOwner/Manager, Numbers Matter LLC
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.
Meaghan LikesOwner, Likes Accounting Company Meaghan Likes' superpower is removing people's fears from of their finances. She owns 8 businesses based out of Northern California, her favorite being her window cleaning company. Meaghan educates and empowers other business owners worldwide by teaching them how to find financial freedom in their own lives. She's a disrupter and offers smarter methods to make money, save money, and give back in meaningful ways.
JJ LittrellChief Operating Officer, Tuatara
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.
Dan LuthiPartner, Ignite Spot Accounting Dan Luthi is a Partner at Ignite Spot Accounting. For over a decade, he’s worked with small businesses throughout the US to excel in accounting and make it useful for each business owner’s life and employees. Dan also is a member of Intuit’s Accountant Council and Payroll Council, Gusto’s Partner Accountant Council, Accounting Salon, and Bill.com’s Accountant Council, which has allowed him to directly share immediate client needs and feedback with key providers.
Michael LyCEO, Reconciled Michael Ly is CEO of Reconciled Accounting Services and co-founder of Humnly. Reconciled has been recognized by Intuit as a "Firm of the Future" and on the Inc. 5000. Starting in 2020, Reconciled began acquiring accounting firms throughout the US as part of its growth strategy, and successfully acquired 3 firms in 2.5 years. Michael regularly speaks on the topics of advisory, M&A, and leadership. He also coaches and mentors firm owners throughout the world, and loves hosting firm owners.
Andrea MacDonaldCEO, Pro Tax & Accounting LLC Andrea MacDonald, CPA, is the Founder and CEO of Pro Tax & Accounting LLC, a virtual accounting practice based in Chesapeake, VA. With a focus on microbusinesses, Andrea’s passion is to give business owners the peace of mind of knowing their financial lives are in order. In addition to offering accounting services, Andrea also mentors "newbie" bookkeepers, helping them to expand their technical accounting skills. Andrea has completed 2 acquisitions, the most recent being a virtual accounting firm in May 2023.
Chris MackseyCEO, Prix Fixe Accounting Chris Macksey is the CEO of Prix Fixe Accounting, a firm specializing in the restaurant industry. Chris was always captivated by restaurants, starting as a busser in high school and eventually making his way to the back of the house. He continued in the restaurant industry after college, and after a brief stint in banking, he realized the error of his ways and has once again sought out the restaurant industry, joining Prix Fixe.
Sherrell T. MartinCEO, Nitram Financial Solutions Sherrell T. Martin is the Founder and CEO of Nitram Financial Solutions, an award-winning financial management and consulting practice. She supports interior design and digital strategy business owners with managing their financial health. Using accounting, bookkeeping, and consulting, she helps her clients find money leaks, increase their cash flow, and maximize their profits. She is the founder of Rock the Books Online, a Goldman Sachs alum, an Advanced Certified QuickBooks ProAdvisor, a Top 50 Cloud Accountant by Hubdoc, and a member of the Intuit Trainer Writer Network.
Shane MasonCofounder, Brooklyn Fi
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 MauriceFounder, Maxim Management
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 MayPresident, Acuity
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.
Jessica McCrackenStrategy and Partnership Leader, Partner Ecosystem, Intuit Jessica McCracken is the Strategy and Partnership Leader, QuickBooks Partner Segment at Intuit. She brings deep strategic excellence and longstanding industry experience to the partners segment to elevate the accountant experience. Jessica focuses on bringing accountants into teams across Intuit, solving for the most critical industry needs. Outside of Intuit, you can find her with an iced latte, killer playlists, and her Shiba Inu, Odin.
Dixie McCurleyPartner, Digital Advisory Practice, Cherry Bekaert Advisory LLC As Partner in Cherry Bekaert's Digital Advisory Practice, Dixie McCurley is responsible for leading the firm’s Client Accounting Services (CAS). She's a frequent speaker and thought leader on various outsourced accounting, system strategy, and implementation-related topics. Based in Atlanta, Dixie oversees outsourced accounting for small to midsized businesses using new methods to capitalize on the latest technologies. She helps empower controllers and CFOs by leveraging their data, streamlining reports, and identifying efficiencies to drive business performance.
Debbie McNeanySales Leader, Guideline for Accountants, Guideline Debbie McNeany is an experienced Sales Leader at Guideline and manages the Guideline Pro sales team. She's a sales and marketing professional and has a proven record of revenue growth, channel sales, and people development. Debbie has grown Guideline Pro from a team of 2 and just a few clients to a full team of relationship managers and thousands of accounting and advisory firms. She's competitive and determined and upholds the highest level of integrity. Furthermore, Debbie makes a mean meatloaf, likes to swing a golf club, and enjoys time at the lake.
Gaynor MeilkeCOO, Charisma Ink, LLC Gaynor Meilke (MS, CBC, CTC, CTRC-E) is a business strategist and certified business and transformational coach. She owns Charisma Ink, a marketing and B2B consulting firm that specializes in services for accounting and tax professionals. Also, she's a ghostwriter and the author of multiple books, including Avoiding App-athy: Your Step-by-Step Guide to Winning More Sales and Customer Advocates in the Accounting Channel, The Bank Your Brain Blueprint, and The Market Ownership Method, which are available on Amazon.
Beth MelcherCEO, MoneyFit
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 MooreCEO, Duke Tax
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!
Jennifer MoorePartnerships Manager, Ignition Jennie Moore is the Partnerships Manager at Ignition, a client engagement platform for professional services businesses. With 20-plus years of accounting experience, Jennie is passionate about financial technology and helping professionals optimize their practices. She has expertise in cloud technology and has founded her own accounting practice. Jennie is a recognized global fintech expert and influencer, holding certifications for various apps and Intuit QuickBooks Online. In her free time, she enjoys family time and figure skating in Ontario, Canada.
Zunie NguyenFounder and CEO, Yogi CPA Zunie Nguyen is Founder and CEO of Yogi CPA, a consulting firm focused on financial independence for high-income earners and small business owners. The startup was formed at the start of the pandemic in 2020 and has helped small businesses obtain over $9 million in SBA loans. Zunie's team is currently expanding with innovative virtual CFO services through its sub-brand, The Mindful CFO. Zunie began her career in Big Four audit and advisory consulting, and later went to establish her own career as a solo entrepreneur. In 2021, Zunie won the CPA.com Innovative Practitioner of the Year award.
Michael O'NeillCustomer Success, ServiceM8 Hey there! Michael O'Neill here. I’m the Customer Success lead at ServiceM8, the app for contractors and home service businesses to cut paperwork, get more jobs done, and provide amazing service. I love making content, sharing customer stories, and helping small business owners succeed, whatever that looks like for them. Outside of work, my wife and I wrangle 2 small kids (human) and 1 fur baby (dog). We go camping as much as possible, and I dream of having the time to hit the trails on my mountain bike!
Blake OliverCEO, Earmark Blake Oliver, CPA, entrepreneur, and podcaster, is the CEO of Earmark CPE, offering NASBA-approved CPE via accounting and tax podcasts. He co-hosts the globally acclaimed Accounting Podcast (formerly Cloud Accounting Podcast), listed among Apple’s Top 25 Business News shows. Honored as one of Accounting Today’s top 100 influencers and CPA Practice Advisor’s “40 Under 40,” Blake resides in Scottsdale, AZ, and pursues such hobbies as hiking and playing cello.
Dave OlsenFounder and CEO, Nimbl Dave Olsen is a CPA in both the US and Canada and the Founder and CEO of Nimbl and Nimbl Staffing. Nimbl provides tech-forward accounting, tax, and finance services with a remote team throughout North America and the Philippines. Nimbl Staffing places full-time, Philippines-based accounting talent with North American companies. Dave served as a contract CFO for over 10 years before growing Nimbl to almost 100 team members in less than 5 years. He's passionate about innovation in the accounting industry, including leadership and organizational practices, technology, and quality of life.
Kellie ParksFounder, Calmwaters Cloud Accounting Kellie Parks wants everyone to love cloud accounting as much as she does, so she crafts processes and automation for future-thinking accounting professionals who believe in the mightiness of online technology. Certified or partnered in over a dozen cloud applications, she’s a proud member of the Intuit Trainer Writer Network. Kellie is a runner, water/snow skier, and live-music fan. She always wonders what you would do more of outside of work if processes, automation, and apps gave you your life back!
Mackenzie PatelCEO and Founding Partner, Hash Basis Mackenzie Patel is a CPA and the CEO of Hash Basis, a crypto native accounting firm. She and her business partner started Hash Basis to share their crypto accounting and tax expertise with the blockchain industry. She also does the accounting for dOrg, the first Decentralized Autonomous Organization to be incorporated as an LLC in the US. Mackenzie is based in San Francisco and loves hiking around Angel Island.
Helina PatienceCEO, Entreflow Consulting Group Helina Patience, CPA, CMA, has over 15 years of global experience in finance and HR across many industries, including tech and manufacturing. After working as a financial analyst at Lululemon Athletica, she founded Entreflow Consulting Group, a cloud accounting CPA public practice and licensed recruitment firm. With a team of 20, Entreflow accelerates business growth through accounting, fractional CFO, HR, and software implementation services. Helina is a QuickBooks Elite Level ProAdvisor and a mentor for CPABC, Futurpreneur, and the Forum for Women Entrepreneurs.
Cheryl C. PerezCEO, Cheryl C Perez Brands Cheryl "CP" Perez is the award-winning CEO of Cheryl C Perez Brands, offering consulting, coaching, and online training programs to entrepreneurs and small business owners. With over 25 years of experience in capacity building for businesses and nonprofits, CP provides step-by-step guidance to succeed. She developed the 4S Freedom Framework (Strategies, Structures, Systems, and Squads) to assist entrepreneurs in starting and scaling their businesses. CP is also the host of CPTV, a YouTube show that offers free process training for organizational systematization.
Benjamin PortusachPresident and General Manager, Corpay Complete, Corpay Benjamin Portusach has more than 20 years of experience in the areas of software development, business operations, payments, sales, project management, and fintech. As founder and CEO of Accrualify, Benjamin was responsible for the strategic direction and growth of the organization. In August 2022, Accrualify was sold to Fleetcor, where Benjamin is now the GM and President of SAAS within its corporate payments division, Corpay. Benjamin started his career with Ernst & Young in Palo Alto, CA, and is a CPA (inactive) in California. He holds a BS in finance from Santa Clara University.
Sarah PrevostFirm Owner, The Proper Trust and Mintage Labs
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.
MB RaimondiOwner, MB Raimondi, CPA/CITP MB (Mary Beth) Raimondi, CPA, CITP, MS Taxation, is an Advanced QuickBooks Certified ProAdvisor in both QuickBooks Desktop and QuickBooks Online. She's been teaching QuickBooks nationally to end users and accountants/consultants alike for over 20 years. She's also a charter member of the Intuit Trainer Writer Network. MB was named the ProAdvisor of the Year by Insightful Accountant and has been in the Top 100 ProAdvisors since 2014.
Anna ReadyCEO, Accrew Anna Ready is the Founder of Accrew, an accounting and consulting firm focused on making business finances simple. For over 15 years, her mission has been to partner with leaders to build and grow remarkable organizations. As a leader and individual, she's wonderfully inventive and engaging. Anna leads by example when sustaining a life-work balance. When she's not at the remote office, Anna is all about spending quality time with her family! Together, they love to play boardgames, go on camping adventures, and get up to the mountains for some snowboarding.
Angela RobertsOwner, Main Accounting Services
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 RokhmanSenior Manager, EisnerAmper Advisory Group
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.
Darren RootChief Strategist, Rightworks Darren Root, CPA, CITP, CGMA, serves as Chief Strategist for Rightworks. He has more than 30 years of experience as a CPA and in management within the profession. Darren is passionate about helping firm owners modernize and transform their practices into thriving, sustainable enterprises. He's earned numerous awards, and continuously contributes to the profession with books, articles, podcasts, and shows that educate the industry in all areas of firm operations, trends, and business models.
Richard Roppa-RobertsIntellectual Handyman, Roundtable Labs
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.
Michael RubstelloGlobal Head of Partner Onboarding, Amazon Business Michael is the Global Head of Partner Onboarding at Amazon Business. Michael builds and manages partnerships with Source-to-Pay, Credit Card, Accounting, Expense, and Spend Management companies. During his tenure at Amazon, Michael worked in the Professional Services organization leading complex customer integrations, where he streamlined and automated their procurement processes while maintaining compliance within their procurement policies. Prior to Amazon, he spent 8 years working at startup SaaS companies running their Customer Success and Engagements teams.
Alexis SadlerCEO, Accounting Therapy
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-MegiaCEO and Creative Producer, The Theatre of Public Speaking
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 SchroederCEO, Ascend Consulting LLC
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.
Tonya SchulteConstruction Accounting Guru, The Profit Constructors LLC The aptly titled Construction Accounting Guru, Tonya Schulte started on-the-job training in high school. Her first boss, an architect and builder, hired her because he had recently purchased software he didn't know how to use. You guessed it—QuickBooks. Tonya founded The Profit Constructors, hosts The Construction Junction Podcast, and is on the board of the American Subcontractors Association of Arizona. She and her husband Joe have 3 kids. She spends her "off" hours reading, traveling, and occasionally dipping into the swimming pool—or the chocolate supply. Whichever seems appropriate.
Meha ShahGroup Product Manager, Intuit
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.
Sagar ShahSenior Manager, BDO Sagar Shah has more than 14 years of accounting industry experience. He provides accounting, tax, technology implementation, and consulting services for a variety of entrepreneurial clients. Sagar helps these clients with financial statement compilation, business and individual tax return preparation, and tax planning. He also consults and assists clients with accounting software transformation, implementation, and integration of third-party software to improve internal procedures and financial reporting.
Julie ShippCOO, Thriveal CPA Network
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.
Jason StaatsPresident, Realize LLC
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.
Dr. Sabrina StarlingThe Business Psychologist, Tap the Potential LLC Sabrina Starling, PhD, The Business Psychologist, is the best-selling author of "How to Hire the Best" and "The 4 Week Vacation." Founder of Tapthepotential.com and host of the Profit by Design podcast, she and her team are on a mission to disrupt the hustle culture by sending 10,000 entrepreneurs on a 4-week vacation in 10 years.
Marnie StretchChief Excellence Officer, Accounting Loft Marnie Stretch is an eternal learner who can't resist diving into a good rabbit hole. In 2022, she embarked on an exciting year-long adventure of earning herself a Payroll Compliance Professional designation while also indulging her love for the planets by becoming a graduate of Applied Astrology. Life is never dull! Marnie's knowledge of QuickBooks is impressive. She's Advanced Certified in Canada and the US and a member of the Intuit Trainer Writer Network. Work is her happy place, but Marnie also finds joy in disco and house music, the art of taking photographs, and daily French lessons on Duolingo.
Ashleigh SutterDirector, US Accountant Sales, Small Business & Self-Employed Group, Intuit, Intuit
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.
Matt TalleyPartner, Talley LLP Matt Talley has led the CAS practice within his firm for the past 13 years. He's a huge proponent of leveraging technology within the accounting process to guarantee timely and accurate delivery of client financial information. His firm prides itself on being a thought leader in the development and implementation of accounting best practices, and uses a diverse resource pool to ensure efficiency and profitability.
Megan TarnowPrincipal, DaisyBee Consulting, a division of The Mobius Group
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 ThakkarPrincipal Product Manager, Intuit
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.
Mary ThomasPrincipal, The Sales Tax Sisters Mary Thomas is the Principal of The Sales Tax Sisters and Thomas, Thomas & Thomas, PC. Mary works exclusively in multistate sales and use tax matters, and is a certified public accountant and attorney with experience in both the accounting and legal fields. Prior to joining the family businesses, she worked as a compliance auditor at an internationally known health institution and as an auditor at a Big Four accounting firm. Mary also worked with law firms in Austin and Houston. She has volunteered her legal services at the First Court of Appeals in Houston, TX.
Stephanie ThomasPrincipal, The Sales Tax Sisters Stephanie Thomas is Principal of The Sales Tax Sisters and Thomas, Thomas & Thomas, PC. She is a certified public accountant whose career focus has been exclusively on state and local tax (SALT) issues. Stephanie worked in the SALT departments of several Fortune 500 oil and gas exploration companies before joining TT&T. She helps state tax authorities on audit issues, secures sales tax credits, and consults with clients on tax planning. She also teaches “Texas Taxes for the Construction Industry“ and online courses to arm her students with the knowledge to protect themselves from sales tax risks.
Shane TigheSenior XD Researcher, QuickBooks Commerce, Intuit
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.
Tatiana TsoirCEO, Linza Advisors Inc. Tatiana Tsoir, CPA, MBA, is an award-winning author and accountant, 3-time TEDx speaker, and business consultant. Tatiana supports accountants and businesses as an Interim C-suite advisor and CFO, CEO, COO, and Chief Revenue and Profit Officer. Over the last 18-plus years, Tatiana has used her expertise in tax planning and price psychology to help hundreds of businesses uncover hidden revenue, skyrocket their profit, stabilize cash flow, build a scaled business, and pay less in taxes along the way through a combination of tax strategies, operational planning, and commitment to excellence.
Kylie TuostoProduct and Design Leader, Intuit
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.
Terrell TurnerManaging Partner, TLTurner Group Terrell Turner, CPA, is the managing partner of TLTurner Group, a New York Times-recognized accounting firm that focuses on making accounting and finance less complicated for law firms and other business owners by providing superior bookkeeping and fractional CFO services. Prior to launching the TLTurner Group, Terrell served in multiple finance leadership roles with 2 Fortune 500 companies and as an FP&A leader with a tech company. He’s a 40 Under 40 Black CPA, a 40 Under 40 NACVA, and a top 20 global finance influencer for 2022 and 2023, and he hosts the podcast Stuff Your Accountant Isn’t Telling You.
Vanessa VasquezBusiness Strategist and Accountant, Expert Accounting Consultants Vanessa Vasquez's superpower is to inspire entrepreneurs to create a living legacy by combining strategic plans, bulletproof processes, and strong finances with their passions and talents. As a Latina entrepreneur with 18+ years in the business, Vanessa, the New Top ProADvisor of the Year, is the creator of Conferencia F.I.T., a conference on finance, innovation, and technology for the Hispanic community. Vanessa is a content creator for Firm of the Future, CPA Academy, Insightful Accountant, and ITWM. She is the Top App-Ologist. She's also a wonder mom and Advanced Certified in QuickBooks Online and QuickBooks Desktop.
Amy VetterCEO, The B3 Method Institute Amy Vetter is an engaging keynote speaker, CEO of The B3 Method Institute, and a yogi. She's an influential contributor to Inc. and Entrepreneur and specializes in using technology innovation to inspire business professionals to transform their careers, companies, and lives. Amy's book Business, Balance & Bliss is based on her unique work-life experience and thousands of hours guiding business leaders to be successful. Amy created a research-backed methodology on how to live a more authentic, engaged, and fulfilled life.
Roman VillardFounder, Full Send Finance
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 VukelichDirector of Accounting, Prix Fixe Accounting
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 WagnerPartner, HoganTaylor
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.
Bob WangOperating Partner and Principal, Broadtree Partners, LLC Bob Wang was the Founder and CEO of Legacy Advantage, a small business online accounting firm based in Canada, which he started in 2015 and sold to Deloitte in 2018. After that, he served as Head of Finance and People at Traction Guest, an enterprise SaaS business, which was then acquired by a large private equity firm. During this time, he obtained his MBA at UC Berkeley Haas School of Business. Bob is now searching for his next business to buy and operate, and is backed by Broadtree Partners, a private equity firm based in Charlotte, NC.
Alanna WeibertCAS Manager, JCCS Alanna Weibert, CPA, is manager of the JCCS accounting and advisory team in the Flathead Valley in northwest Montana. She came to JCCS following a stint with Nestle Purina. After her experience on an internal accounting team, she realized that a good accounting life cycle can be a pivotal piece of the puzzle for any successful business. She enjoys helping clients build and scale their accounting tech stack to create an efficient and effective accounting process. On a quiet day, you can find her in her garden or watching Gilmore Girls...again.
Jeremy WellsOwner, JWellsCFO Jeremy Wells, EA, CPA, runs JWellsCFO, a tax and accounting firm specializing in helping independent knowledge workers run smart businesses. He became an enrolled agent in 2018 and a CPA in Florida in 2022. He's a member of the American Institute of Certified Public Accountants, the National Association of Tax Professionals, and the National Association of Enrolled Agents. He co-hosts The CPA Advisory Show, a podcast encouraging accountants to Just Be Helpful. Contact Jeremy at email@example.com and follow him on Twitter @jwellscfo.
Geni WhitehouseCountess of Communication, Even A Nerd Can Be Heard An author, keynote presenter, and basset hound worshiper, Geni Whitehouse believes there’s magic in the numbers and is on a mission to unlock that magic so business owners can apply it in creating the life of their dreams. Geni divides her time between consulting with Napa Valley wineries at Brotemarkle, Davis & Co. and creating content at Evenanerd.com. She co-founded Solve Services, a remote bookkeeping business for wineries, and is a Level 5 advisor and coach at TheImpactfulAdvisor.com. Through her coaching, she helps other magicians make an impact.
Chris WilliamsCEO, System Six
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.
Jeff WilsonPrincipal, The W2 Group, LLC Maryland-based Jeff Wilson is the dynamic Principal of The W2 Group, LLC, a trusted partner to government contractors and specializing in cloud-based solutions. Jeff's certification portfolio includes over 7 financial certifications and licenses, and his vision has resulted in the creation of The W2 Group Accounting & Advisory, Family Law Forensic Accountants, and GovieRates. His recognitions include 40 Under 40 CPA by CPA Practice Advisor and the 2023 Outstanding Young CPA Winner by the AICPA. He's also a member of the AICPA PCPS Executive Committee.
Lorilyn WilsonOwner, Lake Oswego Tax Lorilyn Wilson is a CPA, author, mother, and accounting personality located in the Pacific Northwest. She excels at distilling financial concepts into takeaways that business owners find actionable and clear. A proponent of modern accounting, she firmly believes that business owners can find freedom and flexibility by embracing cloud-based accounting solutions. Known for her ability to turn complex financial concepts into bite-sized entertainment, Lorilyn was able to grow her TikTok account, @TheNotSpicyAccountant, to an audience of over 35,000 subscribers in a matter of months.
Jennifer WittsManaging Principal, CLA
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.
Trevor WolfeDirector, Product Management, Intuit Mailchimp
Karine WoodmanPresident, 24hr Bookkeeper Inc. Karine Woodman is the Founder and CEO of 24hr Bookkeeper. She leads a team whose purpose is to take care of construction clients' financial needs. She's a serial entrepreneur who thrives on problem solving and innovation. Karine was the 2016 Intuit Firm of the Future global winner, and is a Certified QuickBooks ProAdvisor, an alumni member of the Intuit Accountant and Advisor Customer Council, and a member of both the Intuit Trainer Writer Network and Accounting Salon.
Charlotte WoodsProduct Manager, Chaser
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.
Martha YassoFounder, Yasso Books
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.