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.
Alison Ball is the Director of Marketing and Influencer Strategy for Liscio, Inc. Liscio helps firms differentiate themselves by providing Client Experience 2.0 to their clients. How do you make exchanging sensitive data and information with your clients delightful,
trackable, and transparent across team members? Liscio does just that - everything in one place and designed from the ground up to be secure, mobile, and delightfully easy to use for clients and for staff. Before joining Liscio, Alison spent 15 years leading accountant influencer programs at Intuit. In her spare time she grows amazing backyard vegetables and loves hiking in the San Francisco Bay Area. She believes that life is too short to spend it with mean people, and any day she can help someone else be successful is a good day indeed.
Keith Bateman, Head of North American Marketing at Dext, works with accountants and bookkeepers around the U.S, helping them develop forward-thinking, sustainable, and efficient practices. 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
Jeff Borschowa is a business coach, author, educator, and curator of all things related to business efficiency and technology. Jeff first joined the accounting world in 1991 and has spent the bulk of his career working with and advising small to medium-sized
enterprises. Jeff has experience working with all sizes of businesses, from sole proprietorship to international organizations. The focus in Jeff’s career has been to find new and better ways to integrate innovation and technology to enhance the customer experience and improve efficiency in businesses.
Kristine Butterbaugh is a Solution Principal at Sovos. She focuses on go-to-market strategy and emerging markets in unclaimed property and insurance regulatory reporting. She has been involved in the unclaimed property industry for over 20 years
and is one of our unclaimed property experts here at Sovos.
Carl Coe is CEO of ImagineTime and has nearly 30 years working in or owning software companies. He has led teams across the globe and worked with large and small companies. He acquired ImagineTime in 2018 and since that time the company has tripled
revenue and the team has expanded five-fold. He is keenly focused on building a empowered employee culture focused on customer success above all else. Carl lives in Cary, North Carolina with his wife Karen and 4 children.
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 three continents, he fed his
entrepreneurial spirit by starting three companies, Ernest has developed expertise in QuickBooks data architecture, Power BI and Crystal reports and his current company has created multiple published QuickBooks desktop add-on products.
Ernest’s 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 Small Business Development Center, Microsoft and many others.
After being part of a large corporate RIF (reduction in force) from Intuit, it was time for a reset. I loved my time of 20+ cumulative years with Intuit, but I realized that I had a lot of knowledge to offer the SMBs out there and it was time to start my own business with this intent in
mind. I own DMC Business Services, LLC located in Vancouver, WA across the river from Portland, OR. My passion is to take the fear of money away from my small business clients and help them understand it. I work primarily with QBO, but am also a QB DT expert.
Who I love to serve: • Wellness and Medical Practices • Creative/Artistic Types (including inventors) • Nonprofits that align with my own personal vision, mission and purpose in our world
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, for Acctivate in Channel Development and for Woodard Events, serving as the Catalyst for Advisor Empowerment. Jeff’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.
Ingrid is an accounting nerd and founder and Chief Empowerment Officer of PriestessOfProfits.com, offering business strategy and financial workflow design services specializing in the tours and activities industry. She loves taking a topic that most small business owners put on a scale from boring
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. Contact Nate and his team to receive a complimentary “Leadflow Acceleration Session”.
Robin Hall is the President and Principal Consultant at VARC Solutions, specializing in QuickBooks and Quick Base training and consulting. VARC’s focus is on taking small and large business clients alike to the next level and teaching them to be
self-sufficient within their businesses.
She has been a QuickBooks ProAdvisor since 1999 (Advanced Certified since 2007), an Intuit Premier Reseller since 2006, and a Certified Quick Base developer since 2007.
Robin’s 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 Sales Excellence Award, Intuit’s Partner of the Year, and one of Insightful Accountants Top 100 ProAdvisors each year since 2014, and the Quick Base Services MVP award.
Bob Hollander is President/CEO of Swizznet, the premier cloud hosting provider for QuickBooks and Sage accounting software. Bob has championed the evolution from out-sourced services to private, public and hybrid cloud solutions throughout
his career. At Swizznet, Bob’s objective is 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, co-location, and private cloud solutions.
Jefferson (J) Keith brings over 20 years of financial management experience to Pax8. As Senior Vice President of Corporate Development, he leads the global expansion initiative through Merger and Acquisition activities,
collaborative partnerships, and entrance into new channels. J has been with the company since its launch in 2013, driving strategic programs to enable the company’s growth, scale, and impact. J is passionate about cloud technology and has spent the last few years redefining technology advisory services at Pax8. His innovative approach and the simplicity of cloud technology enable business advisors to become a single source of cloud consumption for clients while driving their digital transformation. J joined Arthur Andersen after graduation from the University of Colorado, Denver, with a Bachelor of Sciences degree in Accounting. He has held senior accounting and finance management positions with several companies, including First Data, MX Logic, and McAfee. J serves as a Treasurer for Denver’s City Park Jazz and enjoys escaping to his art studio to paint.
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.
Leslie Liondas is the owner of Leslie Liondas, CPA, PLLC where she helps other accountants and bookkeepers get their $H*T together by offering a mentoring program, Profit First Consulting and outsourced bookkeeping services.
Her goal is to help accountants and bookkeepers work towards their ideal business. She loves helping other accountants and bookkeepers enjoy their business again!
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.
Chuck Maniace – VP regulatory analysis & design, Sovos An attorney by trade, Chuck leads a team of attorneys and tax professionals responsible for all the tax and regulatory content that keeps Sovos customers
continually compliant. Over his 17-year career in tax and regulatory automation, he has provided analysis to the Wall Street Journal, NBC, Forbes, Bloomberg and more. Chuck has been named to Accounting Today’s list of “Top 100 Most Influential People” for both 2019 and 2020.
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.
With over 25 years’ experience developing high performing teams while focusing on the execution of organizational strategies, Rick has an extensive background in leadership, conference management and developing professional sales teams as he leads the
Partnership Sales team at Woodard Events to achieve its vision, mission and long term goals.
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.
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 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.
Eric Parker, Senior Microsoft Consultant at Woodard, has 10 years experience working with Mac and Microsoft products. Eric has a passion for small business, which he demonstrates as he supports businesses through the implementation and use of Microsoft products.
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.
Former UK Entrepreneur of the Year Steve Pipe is known as the world’s most highly rated advisor to accountants, because he has more recommendations on LinkedIn (over 500) than any other adviser or accountant. As well as being a ferociously proud chartered accountant, he is also
a dynamic speaker, ground-breaking researcher, best-selling author, and founder of the Accountants Changing the World and the Get and Give A Million movements. And his books, including “The world’s most inspiring accountants” (which you will get for free at Scaling New Heights), have been described as “masterpieces”, “ground-breaking” and “desperately needed”.
Sarah Prevost is the founder of Mintage Labs, co-founder of Create Collaborate, and co-founder of The Proper Trust. Sarah works with her mother at Mintage Labs, and the duo work with clients who prefer partnerships. They build a financial team with business owners and
their professional partners. Sarah and her mom, Rosette, use their expertise and organizational skills to support small business clients to develop their firms so they may flourish and become prosperous. They celebrate the financial teams and never focus on the transaction side of accounting for any business.
Sarah’s specialty began with construction accounting, and she quickly grew into finding her craft and enjoyment of working with attorneys. She is also a partner with Lynda Artesani in a firm called The Proper Trust, which specializes in migrating law firms from antiquated law firm programs to a modern cloud-based platform. Sarah and Lynda also co-founded The Accountant's Law Lab, a private group for bookkeepers and accountants that want to specialize with working with attorneys or learn the complexities of law firm clients.
Create Collaborate (CoLab) is a partnership between Sarah & Rebecca, who take what they do in their own successful businesses and create complete service packages for clients that need it all! We also serve our community with speaking engagements on the topic of accounting. We’ve helped artists to postgraduate programs, local freelancers’ events, and so forth.
Originally from Seattle, Washington eventually relocated to Portland, Oregon. Sarah loves to watch her son play soccer, she enjoys baking, and she serves her community by donating time to boards and planning committees for events for local nonprofits.
Shafat Qazi, CEO, founded BQE in 1995 to simplify the lives of millions of service professionals. An engineer by trade, he was acutely aware of the pain professional service firms endure when it comes to billing, accounting, time tracking and project
management. To address these pain points, he created the original BillQuick software in his garage. Two decades later, Shafat oversees a global enterprise but has never forgotten his roots; BQE remains at the vanguard of customer-driven innovation.
Tim Roden is the Sales and Use Tax solutions principal at Sovos. As part of the Sovos team since 2014, Tim has focused on solving complex business and systems challenges specific to Indirect Tax for Global and Enterprise businesses. Prior
to his time at Sovos, Tim worked as a Senior Solutions Engineer for ACI Worldwide, supporting SaaS-based electronic payment solutions for Global and Regional Financial Institutions.
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.
From the high school girl who, in her Senior year, was allowed to take a college course titled Bookkeeping 101, to the aptly titled Construction Accounting Guru, Tonya Schulte has gone from follow-the-leader to being a leader. Just as she joyfully jumped into
her first job (taken while she was attending Bookkeeping 101 classes) she has always found herself helping, guiding, and teaching others. Yep, her first boss, an architect/builder, hired her because he had recently purchased software he didn’t know how to use – you guessed it – QuickBooks. Tonya now leads The Profit Constructors team, manages The Construction Junction Roundtable, and hosts The Construction Junction Podcast. She is married to Joe, and has three growing and active children. She spends her “off” hours reading, traveling, cooking, and occasionally dipping into the swimming pool – or the chocolate supply – whichever seems appropriate.
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.
Mr. Sendel is a dynamic strategic leader with 35+ years experience in Finance, Operations, Compliance, Accounting, System Integration, Marketing and Sales. He possesses a rare combination of expertise as a professional Accountant and innovator of creative solutions. Nevin has
served as Vice President, Compliance Officer and member of many executive committees for private, public, non-profit, and family–owned businesses. His industry experience spans Consumer Packaged Goods, Financial Services, Electronics, Apparel, Real Estate and Pharmaceuticals.
After 30+ years of managing technology in high-level positions, Wes Stillman began RightSize Solutions in 2002 because wealth management firms needed a technology partner who really understood their needs. More than 13 years later, he remains committed to understanding every
nuance of his clients’ businesses.
Prior to founding RightSize Solutions, Wes’ clients included major airlines, broker dealers, trust companies, health care providers, community banks and other financial institutions. He has held high-level positions at National Advisors Trust Company, FSB, Comdisco, Midwest Consulting Group (Senior Consultant and Yellow Technology Services (Director of Technology).
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.
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.
The Woodard Report provides educational articles, news pieces and relevant information to advance the understanding and knowledge surrounding the accounting profession and technologies connected to that profession.