For everyone
Time 40 min
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QuickBooks Connect 2021 Breakout Sessions

Share the wealth: Turn bookkeeping tasks into advisory topics

Wondering how to increase your value? Start by turning basic bookkeeping tasks into advisory topics. Join this panel to better understand balance sheets to growth funding, financing options, bill pay to cash flow planning, and profit and loss to growth acceleration.

Jacob Schroeder CEO, Ascend Consulting

Jacob is the CEO and founder of Ascend Consulting, LLC and cofounder of Ideation: Think Forward. He works with business owners to help them truly understand and scale their businesses, and also helps drive the accounting industry forward, so it is ready to meet the opportunities and challenges of tomorrow. Jacob was also a member of the 2017-2018 Intuit’s Accountants Council.

Amy Walker CPA and founder, Walker Agency

With a love for technology and creating efficient processes, Amy and her team at Walker Agency work with growing businesses to manage their daily accounting and provide financial guidance. Amy started her career with PwC and recently finished a two-year term on Intuit’s Accountants Council. She currently serves on Gusto’s Partners Council.

Beth Melcher Owner and founder, MoneyFit

Beth founded MoneyFit to empower the owner-company connection by educating clients to understand and command the language of finance. With 25+ years of experience in finance and consumer products, and an MBA in strategic planning and marketing, she helps clients leverage the underlying financial concept that there is “strength in numbers.