Lynda Artesani is the president of Artesani Bookkeeping where she uses her expertise and organizational skills to help her small business clients grow their firms, thrive and become profitable. Her specialty is working with attorneys. Lynda is currently on
the Intuit Trainer Writer Network is an Alumni member of the Intuit Advisory Council. Additionally, she is the first Expert Columnist for the QB Community forum. She also co-admins a Facebook group to help other business owners with QuickBooks, marketing, apps, workflow challenges and much more. The group is called QB Community Live! Originally from Rhode Island, Lynda relocated to Estero, Florida. She is a registered yoga teacher and teaches two classes per week. Connect with Lynda on Facebook or Twitter (@lynda_artesani) and subscribe on YouTube at Artesanibookkeeping.
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.
Keith Bateman, Head of North American Marketing at Dext
Keith works with accountants and bookkeepers around the U.S, helping them develop forward-thinking, sustainable, and
efficient practices. As the Head of Marketing for North America at Dext, Keith assists accounting firms of all sizes in realizing the immense benefits that technology can deliver to their clients and overall profitably. Keith speaks to organizations across the U.S., including the MACPA, BDO Alliance, Latino Tax Pros, Insightful Accountant, and AccountingWeb on topics including business sustainability, bookkeeping efficiency, technology implementation.
Rachel Blakely-Gray is Content Coordinator at Patriot Software, LLC. Patriot Software offers online accounting software and payroll for business owners and their accountants. At Patriot, Rachel enjoys providing clear and concise information that
Chris Farrell, CPA is a seasoned technology executive with more than 20 years of leadership experience in finance and accounting. Chris served as the CEO of Nexonia, Inc., the parent company of the Nexonia, Tallie, ExpenseWatch, and
SpringAhead brands. His experience as a founder of Tallie and SpringAhead gives Liscio a proven leader with a successful track record scaling up startup technology platforms for professional services. Chris earned his CPA in the heart of Silicon Valley at Arthur Andersen in 1996 and his MBA at UCLA’s Anderson School of Management in 2004.
Jennifer is a CPA in Houston, Texas. In addition to over 20 years of public accounting, bookkeeping and tax experience, she is founder of KeenReader, an online-based editing service, and writer and editor for Elliott Advocacy, a nonprofit founded by
Loren is an expert in pricing strategy and sales for accounting professionals. She delivers talks across the United States at major conferences such as Inbound as well as many accounting niche conferences. From 2018 to 2020 she’s been steadily recognized by
HubSpot in its list of the world’s top 22 business coaches.
Alison Garcia is the Head of Marketing for Qbox by CoralTree. She is the company’s QuickBooks Desktop expert and loves to share her tips and tricks through content creation. Alison holds a Bachelors in Business Marketing and a Masters in Business Management from
Nate Hagerty is the CEO of AdvisorProMarketer, a division of TaxProMarketer which is the nation’s leading marketing agency serving accounting and tax firms since 2007. A member of Mensa and a father to seven children, Nate is a multi-year honoree of
CPA Practice Advisor's "Top 40 Under 40", has been published widely in industry publications and is the author & editor of two Amazon bestsellers. To receive a complimentary “Leadflow Acceleration Session” with Nate’s team at AdvisorProMarketer visit: www.AdvisorProMarketer.com
Bob Hollander is a senior executive in the cloud-hosting space having championed the evolution from out-sourced services to private, public and hybrid cloud solutions. As Swizznet’s President, Bob aims to accelerate growth by capturing SMB and
midsize companies’ move of their critical accounting applications to the cloud. Bob previously served as Senior Vice President for InterVision and Senior Vice President, North America for Savvis, which was a Gartner Magic Quadrant leader in hosting, colocation, and private cloud solutions.
Jody Linick is an AIPB Certified Bookkeeper, a QuickBooks® Certified Pro Advisor, and a member of the Intuit Trainer/Writer network. Her company, FitBooks Pro [www.fitbookspro.com] (formerly called Linick Consulting), specializes in remote bookkeeping services for
professional services firms using QuickBooks Online.
Shane Lukas has worked with over 3,000 accountancy practices over a 22-year period. His passion lies in helping them to be more profitable, with less effort and a lot more enjoyment, by delivering more exciting and valuable growth solutions that make a
profound difference to clients. Shane has a global following of accountants and is author of many books including the best sellers Putting Excellence Into Practice and What’s Next For Accountants. He has developed business improvement methodologies that are proven to put accountants on an exponential growth journey by - amongst other things - pricing effectively, attracting better clients, improving skills in leadership; cultivating a great team culture; and developing a deep understanding of how to effectively grow a business without working more hours. These are concepts that accountants can apply to their own firm and with their clients as a paid for service.
Stephanie Mack started Account Mobility LLC to help small business owners setup & manage their accounting on the go. Once you have outgrown QB, she provides consulting on the next accounting solution to streamline the business workflow with QB at
the hub. She specializes in Field Service clients. As an Advanced Certified ProAdvisor, she teaches QBD & QBO beginner classes locally. As a new Woodard Group leader in her state, she is expanding her connections in the accounting industry. With fast paced growth & forceful, grassroots marketing, she has turned to outsourced accounting as the best solution for her growing business. She looks forward to sharing her tips & tricks, dos & don'ts of going off-shore with her attendees!
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.
Joe Manzelli is the Director, Bookkeeping Coaching for Woodard Consulting. Joe has been a leader in the paperless, digital office and incorporating workflow into accounting firm’s processes. He has joined with many like-minded professionals in embracing the
power of the Cloud and in changing the profession as many know it. Joe is an advocate for new technologies that are pushing the profession past its’ comfort level to better serve their clients. His knowledge within these areas has lead to speaking at national conferences and guest speaking at numerous seminars and webinars to challenge thousands of CPAs and professionals to expand their view of themselves and the value they bring to their clients. In his role at Woodard Consulting he brings his past experiences and roles at Intuit and XCM Solutions to assist bookkeepers and small firms to create their ideal bookkeeping practices.
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.
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.
Cathy Roth, MBA holds a Master's Degree in Accountancy and has extensive experience in small business operations, financial analytics and back office operations. Cathy is a team member at Woodard Events managing a wide range of operational and
financial responsibilities within the organization.
Charissa has a passion for people, numbers, and the perfect cup of coffee. She started Above LLC, three years ago to help her friends grow their businesses. She has spent the past year pivoting her business from being everything to everybody to
guiding house flippers and general contractors toward profitability.
Caren Schwartz is Principal of Time & Cents Consultants and an associate of 3545 Consulting - Global. Caren has been serving the technology needs of the legal industry for almost 30 years and leads the accounting services team at
3545 Consulting – Global. Caren’s key focus is back office services, analytics and best practices for law firms. Caren is the author of QuickBooks for Law Firms. Caren has a broad knowledge of time, billing, accounting, practice management, and document management for law firms. By understanding a firm’s practice, business and industry needs, Caren can help implement a solution that meets the practice’s requirements.
Wes Stillman logged 30+ years in high-level technology management before founding RightSize Solutions in 2002. Wes focuses his practice on wealth management firms and acts as a trusted technology partner with his clients. He is committed to understanding the nuances of his
clients’ businesses and leverages technology to support client goals. A technology-pioneer in every sense, Wes is regularly quoted as a subject matter expert in industry publications and speaks to small and large groups on topics such as cybersecurity, cloud-based environments and leveraging technology. Wes is the Chief Executive Officer of RightSize Solutions.
Maria Tanski-Phillips is a Content Writer at Patriot Software, LLC. Patriot Software offers online accounting software and payroll for business owners and their accountants. At Patriot, Maria enjoys providing helpful and practical content for
Veronica Wasek is an entrepreneur, mentor, educator, and accountant. She’s the founder of VM Wasek, specializing in accounting and advisory services for
Shopify and Amazon sellers. Veronica runs a Facebook community - 5 Minute Bookkeeping with QuickBooks Online. She shares lots of videos and articles on her YouTube channel and blog - 5 Minute Bookkeeping. Veronica is also passionate about educating bookkeeping professionals on her online academy, 5MB Academy.
As an author, consultant, business coach, and national speaker, Joe has trained over 125,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of
accounting software in their practices. In 2012, 2014-2020 Joe was recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession. Joe has been featured repeatedly in Insightful Accountant, Accounting Today and AccountingWEB in both articles and in video interviews. Joe is the managing member of Woodard Events, LLC which provides education, coaching, resources and a Community for small business advisors.