Kim Perell is an award-winning entrepreneur, investor, and global CEO with a passion for people, positivity, technology, and progress. Kim Perell is one of the most significant examples of a resilient rise from failure to success. In 2001, Kim went from being laid off at 23 to becoming a multi-millionaire by the time she was 30 years old and
selling her last company for $235 million in 2014. She is currently CEO of Amobee, a global marketing technology company serving the world’s leading brands and agencies.
Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, and writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects interesting, and she is seldom at a loss for topics.
She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. She was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.
She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry, and is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, which is available on Amazon.com.
Jina is a consultant and speaker on diversity, inclusion, culture and belonging. She creates training programs and workshops to help clients move forward in their D&I journey. She is a story-teller and speaks candidly about her experiences, hard lessons and ‘aha’ moments that helped her understand the importance individuality, the value of curiosity and the courage it takes to “just” be yourself. Often described as
“approachable” and “relatable” by her clients, she works with purpose and the intention of being engaging, practical, and immediately applicable to real-world situations. Jina draws from her unique background and mix of work experiences to offer examples and share insights designed to benefit everyone across the workplace ecosystem – executives, management, employees and customers.
Previously, she was Principal Consultant at EtiennePartners (EP) , a boutique consulting firm that offered a unique strategy development, workshops & coaching to leaders, executives and entrepreneurs. Co-founded with her husband, EP was a full-time partnership in both work and life. Although in different professions, their work often intersected around the importance of self-awareness in leadership and navigating conflict within teams. Combining their experiences, backgrounds and work led to the development of their unique approach to D&I, which she continues to use in her practice today.
Other previous roles include:
Director – Diversity & Inclusion (D&I) for Grant Thornton LLC (GT), a national CPA firm. She managed the firm’s D&I team, responsible for developing & implementing GT’s national D&I strategy.
President & CEO of the National Association of Black Accountants, Inc. (NABA), a nonprofit membership association dedicated to bridging the opportunity gap for black professionals in the accounting & finance.
Director – Taxation at AICPA, where she led the team responsible for developing resources and practice aids for members, and served as the organization’s subject matter expert on tax ethics and practice standards.
Managing Member, Etienne & Associates, a CPA firm specializing in the needs of small and start-up businesses, and their owners.
In her spare time, she loves puzzles, great coffee and sour gummies. She is a self-declared Peloton groupie (#Mama_Cat) and an a forever hopeful Arsenal fan.
As an author, consultant, and national speaker, Joe has trained over 150,000 accounting professionals in areas of small business coaching, practice development, changing technology trends, and how to maximize the use of technology in their practices. Joe regularly publishes articles for AccountingWEB and Insightful Accountant, and Joe has been featured repeatedly in Accounting Today in articles, podcast/video interviews.
Joe is the CEO of Woodard Events, LLC. In 2012, and 2014-2018, Joe was recognized by Accounting Today as one of the Top 100 Influencers within the Accounting Profession.
I was born in Tampa, FL and raised in a family owned business. As a trained Applied Economist I have always had a passion for financial analysis, technology and overall business process improvement. My professional experience includes working in and across a variety of industries and consulting for some of
the largest outsourced Information Technology companies in the world.
Throughout that time I learned of the complex issues businesses face when transitioning to modern technology. I believe IT is the central nervous system of every company and dictates your ability to anticipate and adapt to change. IT can be costly, seem daunting and I’ve seen the wrong choice create bottlenecks and cost companies their existence entirely.
Today I use the world’s leading cloud solutions to change perspectives and transform industry. I’m here to help you adopt technology while considering the most important asset to every modern business, the human element.
Michael A. Wheeler is the President & Chief Legal Officer of Patriot Software Company and serves as the President of the Board of Directors. Mr. Wheeler has a deep understanding of the Company and recently completed a $15.1M Private Stock Offering under Regulation D, Rule 506(c). He handles all executive-level matters as Chief Compliance Officer, Investor Relations Officer, in addition to
Patriot’s legal, compliance, financial, and human resources departments. Mr. Wheeler holds a Bachelor of Arts in Political Science and Legal Studies from the University of Mount Union and a Juris Doctorate from The University of Akron School of Law. He is active with various professional, religious, and civic associations. Married since 2005, he and his wife have 3 young sons. Prior to coming to Patriot Software Company in 2006, Mr. Wheeler worked at LexisNexis.
Joe Aliota CPA lives and works in Madison, Wisconsin. Joe currently works as a senior consultant with Mendelson Consulting Inc, an accounting software implementation and integration firm based in South Florida. As a part-time employee of Porter & Sack CPAs SC in Madison, Joe works almost exclusively with small business clients in the planning for and preparation of business tax returns. In addition to providing
accounting software consulting services, Joe is able to advise clients on business tax issues, including payroll tax and sales tax compliance. Joe has audit, review, and compilation experience. Joe’s public accounting experience began in 1996.
Joe’s father had a fine dining restaurant in a suburb of Milwaukee for over 50 years, which Joe grew up living and working in. Joe owned and operated a fine dining restaurant in Madison with his sister, prior to his accounting career. Along with inventory management expertise with Mendelson Consulting, Joe naturally has considerable expertise with restaurant accounting and restaurant POS systems. Joe is a former controller of a country club in Madison.
Joe has served on several advisory councils to software developers with the Woodard Group. Joe is excited to be presenting at the 2019 Scaling New Heights conference with Mario.
Norman Axelman is the founder and President of Advantage Computer Solutions, Inc. based in Miami, FL. Advantage Computer Solutions has been offering computer training and consulting to individuals and businesses for the past 15 years, saving clients thousands of hours of time. With over 25 years of professional experience, Norman provides an outstanding level of computer training with a focus on useful and
practical day-to-day features and functions. This has resulted in increased efficiency and productivity, and as a Quickbooks ProAdvisor, has helped many clients with set up and use of QuickBooks programs.
Norman is currently an adjunct professor for the Miami Dade College School of Continuing Education, and is accredited by the State of Florida to teach Continuing Education computer classes for licensed Community Association Managers. Over the years, he has created and delivered numerous presentations and classes for various organizations, companies, and schools including the University of Miami, Florida International University and City College of Miami.
Jaimie Blackman was born with music in his soul and entrepreneurship in his heart. Forever connecting to people through the arts has always been Jaimie’s primary motif. As a former music educator, he grew his music school with – Iris Hershenson, his wife for over four decades–to one of the largest music schools in NYC, connecting.
Today as president of BH Wealth Management, Jaimie applies his artistry to the financial profession by creating financial music videos called The Sound of Money®, powered by MoneyCapsuels® an artful way to talk about money.
As a financial columnist, his monthly column connects with thousands of business owners each month. As a frequent speaker for NAMM (National Association of Music Merchants) he connects with tens of thousands of business owners helping them maximize value now and at the exit, by engaging and retaining their best employees. As a coach, he connects with financial and business advisors on how to better engage their clients through transformative discovery conversations.
Finally, as president of the Board of Directors of a non-profit –ARCNY.org – which provides support for children and young adults with special needs, he provides leadership by connecting the individuals with the community through a specially designed arts program.
Jaimie holds a Master of Science in Music Education, a Financial Planning Certificate, and is a Certified Wealth Strategist®. Visit bhwealth.com to audition his value-creation process.
Ernest Cook, Principal Data engineer of Better Idea Group is an Accounting professional who became a software developer early in his career. After a decade working in Fortune 500 companies deploying accounting systems on 3 continents, he fed his entrepreneurial spirit by starting 3 companies including his current company that has created multiple published QuickBooks desktop add-on products and
developed expertise in QuickBooks data architecture, Power BI and Crystal reports.
Ernest’ technical knowledge is highlighted by the many certifications he holds and has come from decades of architecting accounting system solutions. Ernest’s first opportunity to educate accountants was over 25 years ago when he presented award-winning classes inside Chevron on financial reporting. Since then he has presented numerous sessions for Woodard as well as the SBDC (small business development center), Microsoft and many others.
Managing Director, BDO USA LLP Deborah has more than 30 years of accounting experience. She is the technology lead for the platform as it relates to QuickBooks Online along with the multitude of third party applications. She focuses on QuickBooks administration, receivables/payables, payroll setup and processing, financial reports, business workflows, and both
corporate and individual tax returns.
Deborah primarily spends her time consulting with clients regarding QuickBooks matters. Training, system analysis, integration, and implementation of third-party applications for QuickBooks, and troubleshooting issues are areas of concentration.
She is an Advanced Certified QuickBooks ProAdvisor®, Advanced QuickBooks Online Certified ProAdvisor®, Certified Enterprise QuickBooks ProAdvisor®, Expert Certification for Bill.com and T-Sheets Pro. Deborah has also been selected to the VIP40 by Intuit, Top Business Process Outsourcing ProAdvisor of 2015 by Insightful Accountant, and Top 100 ProAdvisor of 2016 and 20
Wendelyn Duquette is President and Founder of QuickStart, LLC in Stowe, Vermont. QuickStart provides consulting and accounting services specializing in serving Non-Profit organizations. By leveraging cloud technologies they serve clients across the country. Since 1997, QuickStart has worked in partnership with their clients to make accounting systems manageable, so clients can easily see
their entire financial picture and make informed decisions about their business.
Wendelyn holds a Master’s Degree in Organizations and Management with a concentration in managing organizational change. This knowledge is critical to successfully shepherding mid-market organization through the uncertainty of deploying significant changes to their accounting system including the ripple effects it can have beyond the accounting department. Diagraming workflow has been an important tool for helping manage this change.
Jeff began his career in the financial software industry in 1999 with Lacerte Tax Software, just after it was purchased by Intuit. As an Intuit Account Manager, Jeff was able to consult with both large and small accounting firms. He has also worked and trained alongside QuickBooks ProAdvisors for over 20 years.
After leaving Intuit, Jeff worked for
Mendelson Consulting in Business Development then for Acctivate in Channel Development. Jeff currently serves as the Catalyst for Advisor Empowerment for WoodardJeff’s passion, by far, is in training and development. Since his role at Intuit, Jeff has traveled to numerous conferences speaking and training on leadership development, business development and financial software products.
His recent book, Character Driven Leadership, was written for those who desire to understand the impact character has in the workplace and leverage core character principles for success.
Mix a creative mind with a number-cruncher, then throw in a dash of New York City attitude and what do you get? Kelly Gonsalves - a true entrepreneur that is all in, all the time. She has started three companies, including a co-founding role in Ideation: Think Forward. Kelly is a force to be reckoned with. Her first endeavor began just six years ago when Kelly founded Totally Booked (TM). The purpose: to
assist every small business in becoming more profitable by utilizing efficient accounting processes.
Most people would sit back and coast on their success - but Kelly isn't "most people". She's shown no signs of slowing down. In 2020, Kelly co-created, totally seo.
The major mission of totally seo is simple: to get accounting professionals and app partners more visibility from the audience they desire, so they can focus on creating the strong business they deserve.
Where else has this passion for small business solutions taken her? Kelly is a QuickBooks Advanced Certified ProAdvisor (™), a member of the Intuit Trainer Writer Network, a HubDoc Top 50 Cloud Accountant, on Avalara's Social Media Top 100, an Insightful Accountant Top 10 ProAdvisor, as well as the host of Insightful Accountant's QB Talks: App Neighborhood Watch.
In her downtime Kelly spends her weekends paddle boarding on the lake with her dog, Nina, cooking up a great meal, or taking on DIY projects at home.
Join Kathy Grosskurth as she shares what Networking is, what Networking is not, and some key concepts to consider when it comes to the fine art of meeting people to foster relationships and to grow your business. Kathy’s many years of helping job seekers achieve their fullest potential has helped many small businesse owners and accounting professionals alike achieve their goals to strengthen and expand their reach in
their local and global communities. A member of the Intuit Trainer / Writer Network, Kathy has written a handful of articles for the Firm of the Future blog on topics ranging from setting boundaries, goal-setting, and marketing oneself at trade shows and events. Kathy is an Advanced Certified QuickBooks ProAdvisor in both Desktop and Online platforms as well as a long-time volunteer at Sweetwater Misison where she’s heads up the Career Connections ministry for the last 4 years. In 2018, Kathy also helped establish the West Metro Atlanta Woodard Group which meets monthly in downtown Austell, Georgia. Kathy is married with two grown kids (one an Eagle Scout) and lives in Austell, Georgia.
Robin Hall is the President and Principal Consultant of VARC Solutions in Friendswood, Texas specializing in QuickBooks and Quick Base training and consulting. Her specialty is taking small and large business clients to the next level and teaching them to be self-sufficient within their business. Robin is the developer of several tools that assist clients and peers alike; she is the developer of NAN Practice Manager (Quick Base platform) and
Q2QConnect (connection tool for QuickBooks and Quick Base).
Robin has been a Certified QuickBooks ProAdvisor since 1999 (Advanced Certified since 2007) and an Intuit Premier Reseller since 2006. She is also certified in Quick Base, TSheets, and QBO. Robin, a part of the 500K club, has also been a member of the Intuit Reseller Advisory Council; she is currently an active member of the Trainer/Writer Network. She has been an expert presenter at Scaling New Heights since its inception, a presenter at the Intuit Premier Reseller Conference, and at QBConnect, having taught thousands of Advisors and End Users.Robin has earned numerous awards including Intuit’s 2008 Customer Satisfaction Award, Intuit’s 2009 Partner of the Year, Intuit’s 2010 Payroll Partner of the Year, Bob Scott’s Insights 2009 to 2017 VAR Stars (for valued-added resellers in the mid-market financial software space), Intuit’s Customer Delight Performance Award, and Friendswood Chamber of Commerce Business Woman of the Year in both 2002 and 2015. In 2014 Robin was interviewed by William Shatner and VARC Solutions was awarded the “Moving America Forward” award. She was on the winning team for the Hackathon with Pledgify, a nonprofit donation tool at QB Connect 2015.
Robin’s most recent achievements include being named one of CPA Practice Advisor’s 2016 Most Powerful Women in Accounting, Insightful Accountant’s 2016 QuickBooks ProAdvisor Top Trainer/Writer, Intuit’s 2016 Sales Excellence Award, and was named a top 100 ProAdvisor by Insightful Accountant in 2015, 2016, and 2017. Robin and VARC Solutions were also honored in 2017 with Intuit’s Bonnie Nagayama for community service for their work in the community in the aftermath of Hurricane Harvey. VARC Solutions was awarded the Quick Base Solution Provider LAND MVP award in 2015 and Quick Base Solution Provider Services MVP award for 2017.
Patricia Hendrix is the founder and CEO of Ten Key Business Solutions, Inc. With over 21 years of accounting experience and specialization in QuickBooks and QB-Ecosystem products, Patricia leads a team of professionals in a leading edge practice focused on both Client Accounting Services as well as Design & Implementation of Integrated Technology Stacks for
SMB clients. She has been Certified and Advanced Certified in QuickBooks since Intuit's QuickBooks ProAdvisor program began, and was the first to receive the Master Certification from the National Advisor Network, now known as the Woodard Network. As well as being rated TOP 100 by Intuitive Accountant, she is an active member of the Woodard Institute, Vistage International and a forever student of leadership, business management, parenting, and overall life management through spiritual awareness and the uplifting and empowerment of others.
Founder & CEO, MAUS Business Systems.Peter is a bestselling author and creator of a wide range of business tools that have been used in over 60,000 businesses around the world. He is a pioneer and SME thought leader continually innovating and producing simplified management content. Peter successfully built MAUS from a one-man business to a
multi-million dollar concern and sold it a multibillion dollar publisher he then re-acquired the business 7 years later. He is a world leader in Exit & Succession planning.
Ed Jaworski, a co-founder of SMB Partners Inc., has been helping small businesses become more efficient and proficient with QuickBooks since 2002.Edisan Advanced Certified QuickBooks Online, an Advanced Certified QuickBooks Desktop, a Certified QuickBooks Point of Sale, a Certified QuickBooks Enterprise, a T-Sheets Certified Pro, and
an SOS Inventory Certified consultant. Ed was named a Top 100 ProAdvisor by Insightful Accountant in 2019, an independent news and information source for the small business advisor. Ed is also a software developer, specializing in customized QuickBooks integrations and helping business owners leverage technology to work smarter. Ed especially enjoys working with non-profits, service industries, manufacturers, and construction companies.
Ed has taught QuickBooks to countless entrepreneurs through local adult education programs in the greater Boston area for 15 years. Prior to SMB Partners, Ed founded SOS for Software, worked for a Fortune 500 ERP Software company and for a large multi-national financial services firm. Ed holds an MS in Computer Information Systems and a BS in Business Administration degree.
Ed lives in the greater Boston area with his wife, daughter, and Golden Retriever and enjoys sailing, playing saxophone, and model railroading.
Randy has been a top-rated speaker in the technology industry for over 40 years. He was inducted into the Accounting Hall of Fame in 2011. He was selected as a Top 25 Thought Leader in Accounting from 2011-2017. His influence throughout the accounting industry is highlighted once again this year by being a recipient of the 2017 Accounting Today Top 100 Most
Influential People in Accounting award for the fourteenth consecutive year. Among his many other awards he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. Randy writes a monthly column for The CPA Practice Advisor, articles for the Journal of Accountancy, and creates articles for both accounting and technology publications, as well as being the author of numerous books. He has started and owns multiple businesses including K2 Enterprises in Hammond, Louisiana and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His wife and four children enjoy many experiences together including theatre, music, travel, golf, skiing, snorkeling and model trains. His experience as a college instructor, management and technology consultant, and advisor to the profession will be obvious to you in today’s presentation.
Shanita Jones took the leap from Corporate America to Entrepreneurial Accounting on nothing but faith and the support of her husband. Today she heads up Jones Jones & Financial Services, LLC, which specializes in accounting and tax preparation for childcare and healthcare companies. Her clients have affectionately named Shanita and her team "The Accountants that Care". Shanita also
deeply cares for fellow accountants in the profession so much so that she founded Accountants Unladdered, a Facebook Community geared towards helping Corporate Accountants get OFF the corporate ladder and live life on their own terms in their own firms.
Esther Friedberg Karp is an internationally-renowned trainer, writer, business consultant and speaker who is based in Toronto, where she runs her QuickBooks consulting practice, EFK CompuBooks Inc. She has consistently been counted among the Top 100 ProAdvisors worldwide by Insightful Accountant, and has been included in the Top 10, named “Top International ProAdvisor.” Esther has
the unique distinction of holding ProAdvisor certifications in QuickBooks Desktop and Online in the United States, Canada and the United Kingdom. She has authored materials and delivered educational and certification courses for Intuit around the world, and has appeared on behalf of Intuit in several countries. She has speaking credits at events such as Scaling New Heights, QuickBooks Connect, The Sleeter Group Conference, IPBC Ignite, as well as events hosted by various other professional organizations, and she has written countless articles for Intuit Global.
She counts among her clients many international companies, as well as accounting professionals seeking her out on behalf of their own clients for her expertise in multicurrency and various countries’ editions of QuickBooks Desktop and Online.
Esther holds a BSc from the University of Toronto in Actuarial Science and Mathematics, and an MBA in Marketing and Finance from the Schulich School of Business. She has been named one of Practice Ignition’s Top 50 Women in Accounting, one of the Top 10 Influencers in the Canadian Bookkeeping World, and she is a repeat nominee for the RBC Canadian Women’s Entrepreneur Awards. She was also a 2018 Inspire Recognition Program finalist, honoring trailblazers for their lifetime achievements in the Canadian Accounting and Bookkeeping World.
Alicia Katz Pollock is the owner and lead trainer at Learn.Royalwise.com. As an Elite ProAdvisor and a member of the Intuit Trainer/Writer Network, Alicia has three QuickBooks and MS Word books on Amazon, leads weekly QuickBooks training webinars, and runs a QBO Mentorship Membership™ program. She was featured in Fit Small Business’s Top Accounting Consultants of 2018. She blends the
skills of technology, the art of communication, the patience of a teacher, the wisdom of a consultant, and the detailed eye of an obsessive-compulsive to provide the finest in business education solutions.
Laura Madeira is the owner of ACS, Inc., an Intuit Premier Reseller located in the greater Dallas, Texas, area. She has earned the recognition of being included in the Top 10 and Top 100 QuickBooks ProAdvisors for multiple years. She is one of the original members of the elite Intuit Trainer/Writer Network. She has also been a guest speaker for Intuit for many years. She has authored several books about
QuickBooks. Laura is an Advanced QuickBooks Certified, Advanced QuickBooks Online Certified, Enterprise and Point of Sale Certified.
Founder and President of Accounts ProCarmen Manrique provides accounting and bookkeeping services to small businesses in a variety of industries. She is a Quickbooks ProAdvisor and Xero certified. Carmen enjoys maintaining relationships with her clients and treats their businesses as if they were her own. For over 15+ years, she has been providing clients with
quality services and building strong and trusted relationships. Carmen, began helping the Hispanic community by teaching QuickBooks En Espanol. Most recently, Carmen established, in 2011, an “Online Academy of QuickBooks in Spanish” reaching Spanish speaking communities throughout the United States, Latin America, and South America.
Angela Meharg is the founder of Datisfy Inc. whose entire focus is custom reports for QuickBooks Desktop and Online. Affectionately known as The Crystal Reports Goddess, she has worked on projects in multple countries with hundreds of companies including AOL Canada, Oracle, and Adobe. As of December 2019, she is now an
Advanced Certified QuickBooks ProAdvisor.
2020 marks Angela’s third year of teaching at Scaling New Heights. She has taught innumerable beginner and advanced courses in Crystal Reports, CRM systems, and The Raiser’s Edge fundraising software – even writing the training manuals, always customized with the client’s data. Her teaching experience includes nine years of leading programs at an international personal development organization, as well as certification to teach or coach softball, snowboarding, mountain biking, and yoga.
Since entering the world of QuickBooks in 2013, Angela has been fortunate to cross-refer a variety of projects with Top 100 ProAdvisor Award Winners like Linda Saltz and Hector Garcia where the outcomes are always a success for their mutual clients.
Versatile and accomplished, Mike Milan, MBA, offers expertise in strategic planning, finance, and sales gained over 20+ years of diverse professional experience. In that time, he has developed 13 startups into well-established businesses and earned his nickname “Cash Flow Mike”. Colleagues know Mike as a personable and energetic executive, one who
builds lasting partnerships with managers and customers alike. He strives to apply the full range of his abilities in all that I do. Combining personal experience with his educational background, Mike Milan has compiled the perfect collage of information that is crucial for any business owner’s success. In 2021, Mike Milan was named to the Top 100 Tech Innovators and Influencers list by Intercon.
Daniel Moshe, founder and CEO of Tech Guru: Enlightened IT for CPA Firms, combines his passion for business and technology with finance and accounting to help modernize accounting firms and strengthen the entrepreneurial ecosystem. His reputation as "the caring entrepreneur" stems from his initiatives to donate IT services to not-for-profit organizations and his over-and-above care for his
team members. Daniel is also a certified EOS® (Entrepreneurial Operating System) implementer at Strong in Six, where he works with leadership teams to implement a set of simple, practical tools to help them get what they want from their businesses. In addition, he regularly speaks at conferences, teaches webinars and hosts podcasts in the fields of technology and business leadership.
Professionally known as the "QuickBooks Jedi", Lamont is exactly that. Lamont's knowledge of all versions of QuickBooks and its intricacies is a force to be reckoned with. His expert knowledge of the QuickBooks Enterprise and translating external data into a usable QuickBooks file has made Lamont the true QuickBooks "Jedi" Master. He is also a former trainer for
Intuit QuickBooks Training (Real World Training) where he presented "Mastering QuickBooks" to thousands of desktop users across the United States.
Having better financials has always lent itself as a gateway to helping clients with their business as a whole. This company-wide business advisory approach to helping clients has given QB Jedi another level of service. If a "Quality Business" upgrade is what you seek, to take your business to the next level, then Lamont is the "QB" Jedi you are looking for.
Mario Nowogrodzki is an information systems consultant and instructor and the founder and principal of Mendelson Consulting, which specializes in QuickBooks and information technology consulting services. He is a frequent author and instructor of QuickBooks and technology topics and a contributing author and speaker for Intuit, The Sleeter Group, and The
Woodard Group. A leading figure on the national QuickBooks scene, Mario was a charter member of the Intuit Reseller Partner program and was selected to serve on the Intuit Solution Provider Advisory Council for three consecutive terms (longest ever tenure). Mario is a Certified Public Accountant since 1992 and received the Certified Information Technology Professional (CITP) designation from the American Institute of CPAs. As an Advanced Certified QuickBooks ProAdvisor, Mario’s firm was recognized as ‘Killer VAR’ and ‘VAR Stars’, prestigious distinctions awarded by “Accounting Technology” magazine and “Bob Scott’s Insights” acknowledging commitment and character as a value-added-reseller. He was also selected as a ‘Technology Pacesetter’ by “Accounting Today” magazine recognizing reputation among peers and participation on advisory boards and speaker panels at industry events, and is a three-time recipient of the ‘Top Technologist’ award by the Sleeter National Consultants Network. Most recently, Mario was named to the “Insightful Accountant” ‘Top 10ProAdvisor’ list, an exclusive list of prominent consultants honored for their accomplishments and leadership in the field of QuickBooks, and was named Top Integrations ProAdvisor out of a field of over 130,000 ProAdvisors worldwide.
In addition to working with QuickBooks users and advisors, Mario provides consulting services to accounting firms and other businesses – helping enable success through technology. You may reach Mario at ‘email@example.com’.
Fred Parrish is Founder and CEO of The Profit Experts™, an affordable CFO service that helps small business owners improve their profitability and cash flow. He is also creator of The Profit Beacon™, a new app that provides predictive analytics to help businesses make smart and
timely decisions, and author of The Profit Mentality.
Margo is the founder and sole owner of CKM Services, LLC, a financial and operations consulting firm specializing in QB and One Note since 2008. CKM stands for "Cleanup your numbers, Know where you stand, and Manage your process.” Margo specializes in difficult cleanups, garnering a reputation as an organizational "navy seal of business” in the
Cleveland, Ohio market. Her talent shines in both manufacturing sectors, with her skills in inventory management, and in service-based industries. She has rescued and turned around over 100 companies. Margo holds a BS in Accounting from Miami University, is a Woodard Transformative Advisor Podcast Series Wall of Heroes guest speaker, presented a "50% More Profit in 4 Weeks" case study at SNH 2019, and was featured in Cleveland COSE "Mind your Business” magazine in 2016.
Heather is a CPA and founder of Satterley Accounting Services. She is also the founder of Satterley Training & Consulting, LLC – a consulting firm focused on helping businesses define, design, and automate their processes by employing innovative strategy and cloud-based technology.
Heather is an Advanced Certified ProAdvisor, member of the exclusive Intuit Trainer/Writer Network, and a Zapier Certified Expert. She holds an undergraduate degree in Accounting and a Masters Degree in Innovation from Northeastern University in Boston, MA.
Heather is the co-host of the QB ‘Appy Hour with Liz and Heather, a webinar series devoted to building awareness in the accounting community about the latest technology trends and best practices in a fun, relaxed environment.
Heather was named a categorical Top 10 ProAdvisor in 2017 and 2019 and has been listed as a Top 100 ProAdvisor for the past 7 years by Insightful Accountant. She was also named to the Top 100 Influential People in Accounting in 2019 by Accounting Today.
Tonya is the founder of The Profit Constructors – a firm specializing in helping small to mid-sized construction contractors “play like one of the big boys.” She has been in construction accounting for over 20 years, is an advanced certified QuickBooks Online ProAdvisor, a Knowify Certified Advisor, a Certified Xero Advisor, and a
Hubdoc Certified QBO ProAdvisor.
Tonya is not your stereotypical dark back room, pencil pushing bookkeeper. Her nimble fingers and equally nimble mind, along with her tech savvy style, quick wit, and construction accounting acumen all join together to aid The Profit Constructors clients in scaling their construction contracting businesses in real time. If you want to make her happy ask her about her 3 children . . . or offer her a piece of chocolate.
Caren Schwartz founded Time & Cents Consultants, LLC to help legal and other service professionals select, install and get the most out of their practice management, billing, accounting, and other firm specific technologies. She works to allow companies to better manage their time, money and information through the practical and efficient use of their software. She is an
expert in billing, legal accounting and practice management systems and does extensive work integrating solutions with QuickBooks. Caren extends her reach as a member of 35*45 Consulting – Global, a national firm providing comprehensive information technology services.Caren is an Advanced Certified Pro Advisor for QuickBooks® and QuickBooks Online and a Certified Consultant for Tabs3 and PracticeMaster, Timeslips® by Sage, Sage 50® (formerly Peachtree), CosmoLex. Clio, Timesolv, Amicus Attorney® and Amicus Cloud, and Xero. Caren is also a Certified Independent Consultant for Time Matters®, Billing Matters™ and PCLaw®. She is a member of the Intuit Accounting Professionals Trainer and Writers Network and has created courses for Solo Practice University. Caren is the author of QuickBooks for Law Firms. Caren has recognized as a Top 100 Pro Advisor for three years and was a Top 10 for Niche Practice in 2014. Caren co-chairs the Greater Fairifeld County Connecticut Chapter of Woodard Groups.
Rob is the owner of OneNoteForAll.com. After seeing the transformative power of using OneNote at his prior CPA firm and clients’ businesses, he formed OneNoteForAll.com to provide a platform to help teach other professionals the power of OneNote. Prior, he was a partner at the accounting firm of Gordon, Stockman & Waugh in Peoria, IL. He has
taught at numerous industry conventions, state CPA conventions, SCORE, and Small Business Development Center seminars. He has taught a college level QuickBooks class at Illinois Central College. He also earned the Elijah Watt Sells Award with High Distinction upon passing the CPA examination.
Meir Stauber, is the founder and owner of Bluekeeping Corp, a bookkeeping and controller service firm based in Rockland County NY.
Meir is currently enrolled in Woodard Institute and is on the path of becoming a Certified Transformative Advisor (CTA). Meir is passionate about systems and technology and is always open to learn new things. When he discovered ClickUp, it just ‘clicked’ with
him. He invested much time and effort in learning the software and to figure out the best structure for a bookkeeping practice.
Last year, Meir took the Woodard Productivity Course where he learned about personal and team productivity, based on the GTD (Getting Things Done) system, by David Allen. The knowledge he gained enabled him to take ClickUp to a whole new level by embedding a proven disciplined methodology into ClickUp. Throughout the course he enthusiastically shared how he is applying the framework into ClickUp. As a result, many students became interested in learning more about the software as well.
At the past SNH20 conference in Orlando, Meir held an impromptu demonstration on ClickUp for a small group of people, which some of them have also attended the PTPRO class. After the demonstration, Patricia Hendrix, director of the institute, suggested that he formally present ClickUp at this year's conference.
Meir is known to be very passionate about technology, automation, systems and processes. He is always looking to learn more and is graciously happy to share what he has learned with others.
Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. Upon graduation, Mr. Stephens began working for an Atlanta-based public accounting firm. After earning his designation as a Certified Public Accountant, Mr. Stephens worked for BellSouth Corporation in Atlanta as an Internal Auditor. After two years as
an auditor, he was promoted to Staff Manager and then Operations Manager of the Internal Audit Group. In 1991, he transferred to the Comptrollers’ department of BellSouth and served as Manager of the Cost Accounting organization. While working full-time at BellSouth Corporation, Mr. Stephens also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992.
Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. As part of his practice, he developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past seventeen years, Mr. Stephens has presented in excess of 1,350 educational sessions to over 40,000 participants nationwide.
Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, Mr. Stephens enjoys an active personal life as well. He and Michelle -- his wife of twenty-six years -- have two children. His hobbies include snow skiing, fishing, and running. Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.
Shonette Sullivan, MBA is the CEO and Co-Founder of The Shekinah Group, LLC Professional Financial Services. She holds a Bachelor of Arts Degree in Accounting and a Masters of Business Administration with over 19 years of experience in accounting and tax preparation. She also has 12 years as a Financial Analyst and 4 years of experience as an
accountant in Manufacturing. She is an authorized IRS e-file provider, a Advanced Certified QuickBooks Online ProAdvisor and a Certified Financial Education Instructor.
Shonette has helped businesses of all sizes, from solopreneurs to Fortune 500 companies, including the 6th largest bank in North America. She has proven success in accounting, bookkeeping, income tax preparation, and QuickBooks training. She was recently selected by QuickBooks to train new hires in the QuickBooks Live bookkeeping segment. She has also facilitated QuickBooks training for the Greenville Area Small Business Development Center for their Entrepreneurial Pathways participants. She has a passion for helping small business owners understand their finances so they can make key strategic business decisions.
The Shekinah Group, LLC offers individual and small business financial services. Individual services include income tax preparation and personal financial consulting. Small business services include QuickBooks Training & Consulting, accounting, bookkeeping, and income tax preparation. The company also offers financial seminars which focus on empowering others with the knowledge to make sound financial decisions. The overall mission is to see others achieve financial success while finding peace of mind in the process.
Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 25 years of
professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005. Brian started teaching CPA review courses in 1997, and currently works with Yaeger CPA Review.
Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.
Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.
Brian and his family make their home in Farragut, Tennessee.
Founder of QuickBooksEnEspanol.com Vanessa has educated the Latin community for over 10 years in QuickBooks and how to utilize this accounting tool to work less and gain better results. Vanessa is a Certified ProAdvisor in both QuickBooks Desktop and QuickBooks Online, a MBA Alumni, and has written and published the first and only training manual in Spanish for QuickBooks Online.
She has created numerous QuickBooks courses for Spanish speakers, in addition to a course on how to start your taxes with QuickBooks. Vanessa trains all over Latin America and Spain on topics relating to sales tax and government compliance, as well as inventory and cost efficiency with QuickBooks as an application.
Veronica Wasek is an entrepreneur, influencer, educator, and accountant. She is CEO and Founder of VM Wasek – specialized in accounting and consulting for Shopify & Amazon sellers. She is active in social media, including her 5 Minute Bookkeeping YouTube Channel, blog, and Facebook community. She also runs an online academy for
bookkeepers and accountants, 5MB Academy. She is a Certified Public Accountant and is advanced certified in QuickBooks Online. She has been named a Top 100 and Top 10 ProAdvisor. Veronica lives in Sugar Land, Texas. She enjoys taking walks in her neighborhood and working on crafts. Her latest passion is embroidery.
Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, the senior technology strategist and partner of Devmatics, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.
Whether it’s teaching in the classroom, consulting clients in a boardroom, or
shooting a fireworks display, Steve brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically designed to benefit their needs and streamline their operations in order to create efficiency and maximize their financial potential.