All Authors Contributing to The Woodard Report

 

Debbi Allison

I empower entrepreneurs to understand their numbers so they can make better decisions As a kid it struck me as funny that my grandmother Rose always wore gloves. It may sound weird, but the story behind those gloves is a key inspiration for my business. And in a way,

those gloves tie into every entrepreneur’s story. Grandma Rose was a florist, and one of my most distinct childhood memories was playing in her floral shop “Spring’s Flowers”. I would dye carnations there, and I remember watching the petals soak up food coloring on hot days as we sat in the walk-in refrigerator.

 

At the time, there was no way I could have fully appreciated the quiet determination and love she put into her work. Only later in life did I learn the reason she wore those gloves all the time: She was allergic to something in the plants. If she actually touched the flowers, she’d break out in a rash. But she loved what she did so much that she found a way to make it work. That entrepreneurial passion is such an inspiration to me to this day!

 

Website: https://www.openbookpros.com/

 
 
 

Lynda Artesani

Lynda Artesani is the president of Artesani Accounting 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. Subscribe to Lynda's YouTube channel at Artesani Accounting.

 

Website: https://www.artesaniaccounting.com/

Facebook: https://www.facebook.com/lynda.artesani

Twitter: https://twitter.com/lynda_artesani

Linkedin: https://www.linkedin.com/in/lynda-artesani/

 
 
 

Norman Axelman

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.

 
 
 
 

Patrick Bailey

Patrick is a professional writer, mainly in the fields of mental health, addiction, and living in recovery. He attempts to stay on top of the latest news in the addiction and mental health world and enjoys writing about these topics to break the stigma associated with them.

 
 
 

Alison Ball

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.

 

Website: https://liscio.me/

Twitter: https://twitter.com/iamalisonball

Linkedin: https://www.linkedin.com/in/alisonball/

 
 
 

Keith Bateman

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.

 

Website: https://dext.com/us

Facebook: https://www.facebook.com/hellodext/

Twitter: https://twitter.com/dextofficial

Linkedin: https://www.linkedin.com/company/hellodext/

 
 
 

Rachel Blakely-Gray

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

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.

 

Website: https://www.pharosbusiness.com/

Linkedin: https://www.linkedin.com/in/jeff-borschowa

 
 
 

Stephen Brown

Stephen Brown is the COO for LedgerGurus, a client accounting services firm specializing in ecommerce businesses. He and his business partner and wife, Brittany Brown, have scaled LedgerGurus from 0 to a multimillion-dollar firm since starting 

the company in 2014. Stephen has an MBA, an engineering degree, and nearly 2 decades of experience in various technology companies before LedgerGurus. 
 

Website: https://ledgergurus.com/about/

Twitter: https://twitter.com/stekbro

Linkedin: https://www.linkedin.com/in/stebro/

 
 
 

Kristine Butterbaugh

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.

 

Website: https://sovos.com/

 
 
 

Carl Coe

Carl Coe is CEO of Mango Practice Managment 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 Mango 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.

 

Website: https://mangopractice.com/

Facebook: https://www.facebook.com/MangoPractice

Linkedin: https://www.linkedin.com/company/mango-practice-management/

 
 
 

Elizabeth Colley

Elizabeth is the Education Team Lead at Woodard and Conference Producer of the annual Scaling New Heights® conference. She has a Master of Business Administration degree from Belhaven University with a focus on

Human Resources. She currently lives in Montana with her husband of 20 years and their 13-year-old son. When she is not working, Elizabeth enjoys cooking, entertaining and exploring Northwest Montana.
 

Website: https://www.woodard.com/2023-scaling-new-heights

Linkedin: https://www.linkedin.com/in/elizabeth-colley-mba-21337955/

 
 
 

Ernest Cook

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.

 

Website: https://www.betterideagroup.com/

Facebook: https://www.facebook.com/BetterIdeaGroupErnest

Twitter: https://twitter.com/betterideagroup

Linkedin: https://www.linkedin.com/in/ernestdcook/

 
 
 

Donna Crawley

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

 

Website: https://dmc-qbadvisor.com/

Facebook: https://www.facebook.com/DMCqbadvisor

Linkedin: https://www.linkedin.com/in/donna-crawley-4397181/

 
 
 

Jeff Edmonds

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.

 

Twitter: https://twitter.com/jefftedmonds

 
 
 

Ingrid Edstrom

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 

to terrifying and turning it into a fun and rewarding part of entrepreneurship. Ingrid is the leader of the Southern Oregon Woodard Group and the Empower Your Passion Roundtable. Additional free educational resources for accounting professionals can be found on Ingrid's website

 

Website: http://www.IngridEdstrom.com

Facebook: https://www.facebook.com/PriestessOfProfits

Twitter: https://twitter.com/IngridEdstrom

Linkedin: https://www.linkedin.com/in/ingridedstrom/

 
 
 

William English

William first started working with QuickBooks in 1993 when he was hired by Intuit to be one of the first trained accountants to support their new Product QuickBooks for DOS 1.0. From there, he started his own business in 2002 as a generalist supporting QuickBooks as well as

offering bookkeeping services. After a year, he decided to focus on business with inventory needs, in particular wholesalers and retailers. When Intuit started a reseller program in 2005, he was one of the first people accepted into the program, and then focused his practice on selling and supporting QuickBooks Point of Sale. For more information, check out William's YouTube.com channel at English Management Solutions.
 

Website: http://www.englishmanagement.com/

 
 
 

Jackie Falcon

Jackie Falcon is the Executive Assistant for Joe Woodard. Jackie comes to Woodard with over 12 years of experience as an EA and excels in all administrative tasks, calendaring, and managing special projects so that she can maximize time for her principle.  Jackie’s passion is helping others find

time to pursue their goals, have a healthy work-life harmonization, and excel to their fullest potential. In her free time, Jackie likes to hike the hills near her home in Los Angeles, CA and take part in the vibrant culture of her community.
 

Website: https://www.woodard.com/

 
 
 

Chris Farrell

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.

 

Website: https://liscio.me/

Linkedin: https://www.linkedin.com/company/lisciocx/

 
 
 

Jennifer Finger

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 Fogelman

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

 
 
 

Gabrielle Fontaine

Gabrielle Fontaine is the founder and manager of BookkeepingDirect, a bookkeeping firm which has been 100% virtual since 2003. She is an Advanced Certified QuickBooks ProAdvisor and Accredited Small Business Consultant, as well as a sought-after speaker,

author and consultant in the bookkeeping profession. Gabrielle is known for her practical online training programs and live webinars on topics such as bookkeeping workflow, pricing, marketing, cybersecurity, and business growth strategy. She also works with bookkeeping technology providers to spark win-win synergy that benefits the profession, software vendors, and ultimately, small business clients.
 

Website: https://bookkeepingdirect.com/

Linkedin: https://www.linkedin.com/in/gfontaine/

 
 
 

Alison Garcia

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

 
 
 

Megan Genest Tarnow

Megan Genest Tarnow is the Nonprofit Industry Lead at High Rock Accounting following their acquisition of her firm, The Mobius Group, in the fall of 2021. Megan is a Certified Nonprofit Accounting Professional, an Advanced Certified QuickBooks ProAdvisor, a member of the elite

Intuit Trainer Writer Network, and a Top 100 ProAdvisor in 2020, 2021, and 2022. She co-leads the Empower Nonprofits roundtable under the auspices of Roundtable Labs. Her passion as a well-respected community leader lead to the launch of her Facebook group - QuickBooks for Nonprofits - in 2018, and now has over 6,000 members comprised of accounting and nonprofit professionals. Megan is fiercely committed to rock-solid, actionable financials for nonprofits, and finds that the same tools can empower small business.
 

Website: https://highrock.co/nonprofit-accounting/

Twitter: https://twitter.com/MeganTarnow

Linkedin: https://www.linkedin.com/in/megantarnow/

 
 
 

Kelly Gonsalves

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.  Kelly has started multiple companies in the accounting space, including a co-founding role 

in both Ideation: Think Forward, a non-profit "think-tank" and in Leading Lady Machine Works, a consulting partnership and custom swag enterprise.  Kelly is a force to be reckoned with.

 

Her first endeavor began just six years ago when Kelly founded Totally Booked (TM).  The purpose is to assist every small business in becoming more profitable by utilizing efficient accounting processes.

 

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, as well as the co-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 her new home.

 

Website: https://totallybooked.nyc/

Facebook: https://www.facebook.com/kellytotallybooked

Twitter: https://twitter.com/TotallyKellyG

Linkedin: https://www.linkedin.com/in/bookkeepingkelly/

 
 
 

Kathy Grosskurth

Kathy Grosskurth is an Advanced Certified QuickBooks ProAdvisor® in both Desktop and Online platforms. Starting out in 2005 as treasurer for a local disaster recovery group after Hurricane Dennis dumped record rains and caused catastrophic floods in South Cobb County (near Atlanta, GA), Kathy became hooked on

QuickBooks® and started taking on paying clients. Since 2016, her practice (dba Bookkeeping Clean and Simple) has shifted to providing training, advisory, and consulting services to clients across the country. She is sought after for her Bookkeeping Basics course, and is increasingly being tapped to speak at local meetings and national conferences such as Scaling New Heights put on by the Woodard Group. Also a member of the Intuit Trainer/Writer Network, Kathy is recognized as a Top 100 ProAdvisor for three years in a row (201 - 2021). Kathy's other passion is mentoring promising bookkeeping students. She is married with two grown children (one a nurse, another an Eagle Scout working in the IT field) and spends her free time traveling and volunteering at the local food pantry.

 

Website: https://www.bookkeepingcleanandsimple.com/

 
 
 

Nate Hagerty

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”.

 

Website: https://www.AdvisorProMarketer.com

Facebook: https://www.facebook.com/natehagerty/

Linkedin: https://www.linkedin.com/in/natehagerty/

 
 
 

Robin Hall

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.

 

Website: https://varcsolutions.com/

Facebook: https://www.facebook.com/VARCBase

Twitter: https://twitter.com/VARCBase

Linkedin: https://www.linkedin.com/in/varcsolutions/

 
 
 

Justin Hatch

Justin Hatch is the co-founder and CEO of Reach Reporting, a leader in visual financial reporting software. Justin is an industry expert in business management, specializing in software development and financial reporting. He freely shares his rich entrepreneurial experiences to 

help others succeed. Justin's passion lies in providing accountants and business owners the tools they need to uncover and understand valuable insight buried in the rows and columns of financial statements. As a business owner, Justin knows how essential it is to understand a business's finances in order to sell a business, acquire investors, or create a solid business strategy.
 

Website: https://reachreporting.com/

Facebook: https://www.facebook.com/reachreporting/

Twitter: https://twitter.com/reachreporting

Linkedin: https://www.linkedin.com/company/reach-reporting/

 
 
 

Chris Hendrix

Chris was introduced to the accounting industry as a bookkeeper in 2016 with Ten-Key Business Solutions. He managed local and virtual community programs at Woodard before moving to lead Woodard's omni-channel inbound and outbound

marketing campaigns. Chris is also a U.S. HubSpot Partner that carries subject matter expertise in tying sales, service, and marketing together through HubSpot's suite of tools. When not working, Chris loves running, producing and writing music, and spending time with his wife and two kids.

 

Website: https://www.woodard.com/

Facebook: https://www.facebook.com/chris.hendrix.921025/

Twitter: https://twitter.com/ChrisHe28118444

Linkedin: https://www.linkedin.com/in/chris-hendrix-830ab817b/

 
 
 

Patricia Hendrix

In her role as Director of Woodard Institute, Patricia Hendrix and her team of elite practice coaches empower hundreds of accounting and bookkeeping practices each year in the areas of practice management, practice growth and advisory skills. Her impact on these practices

is transformative, resulting in a significant increase in profitability, work/life harmonization, innovation, modernization, and practice valuation. As Producer of Tech Makeover (Woodard's Reality TV-Style Video case study series) Patricia reaches tens of thousands of small business advisors, inspiring them to have a transformative impact on their clients through comprehensive technology advisory.

 

Patricia 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. As well as being rated a "TOP 100 Advisor" by Insightful Accountant for 4 consecutive years, she is the founder and CEO of Ten Key Business Solutions, Inc, a 10-year veteran of Vistage International and a forever student of leadership, business management, parenting, and overall life management through spiritual awareness and the uplifting empowerment of others.

 

Website: https://www.woodard.com/woodard-institute

 
 
 

Tara Henry

Tara is the Administrator for Woodard Institute. She handles all of the member management including customers service issues and tech support. She also is the assistant to Patricia Hendrix, Director of Woodard Institute. Tara comes to Woodard Institute 

after spending 25 years in the Family Fun industry, where she was responsible for opening new facilities, training and marketing.
 

Website: https://www.woodard.com/woodard-institute

 
 
 

Steven Hoffman

Steven Hoffman is the Vice President of Practice Enablement for Woodard. He is committed to empowering advisors to transform small business owners through education, coaching, resources, and community. Prior to joining Woodard, Steven was the Vice President

of Business Development for Patriot Software where he built the accountant partner program over seven years serving thousands of accounting professionals.
 

Website: https://www.woodard.com/

Linkedin: https://www.linkedin.com/in/thinkstevethink/

 
 
 

Bob Hollander

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.

 

Website: https://www.swizznet.com/

Linkedin: https://www.linkedin.com/in/rjhollander/

 
 
 

Randy Johnston

Randolph P. (Randy) Johnston, MCS, has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2022. His influence throughout the accounting profession 

is highlighted once again this year by being a recipient of the 2021 Accounting Today Top 100 Most Influential People in Accounting award for the eighteenth 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.

 

In addition, Randy writes a monthly column and produces a weekly podcast for The CPA Practice Advisor, features for the Journal of Accountancy, creates articles for accounting and technology publications, and is 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.

 

Website: https://www.k2e.com/

Twitter: https://twitter.com/RPJohnston

Linkedin: https://www.linkedin.com/in/rpjohnston/

 
 
 

Jefferson Keith

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.

 

Website: https://www.pax8.com

Linkedin: https://www.linkedin.com/in/jefferson-keith-cpa-63481b4/

 
 
 

Gale Kirsopp

Working at the crossroads of law & accounting, Gale is the principal of 4700Group and chief financial advisor to law firms. Gale founded 4700Group in 2009 to provide virtual accounting and financial advisory services exclusively to law firms. Her understanding

of law firms' reporting needs well beyond standard financial reports has earned her acclaim from the legal community. In 2020, Gale was named ProAdvisor of the Year by Insightful Accountant and Trail Blazer of the Year by Intuit QuickBooks Solution Providers. 4700Group is also Gold Certified Clio Consulting Firm and QBO certified. Gale is both a national and international speaker & trainer for both (CLE) training for attorneys and (CPE) training for CPAs. Gale holds an undergraduate degree and two graduate degrees.

 

Website: https://4700group.com/

Twitter: https://twitter.com/GaleKirsopp

Linkedin: https://www.linkedin.com/in/galekirsopp/

 
 
 

Jena Kosinski

Jena Kosinski is a Content Writer for Patriot Software, LLC. Patriot offers online accounting software and payroll for business owners and their accountants. At Patriot, Jena enjoys creating 

 
 
 

Jody Linick

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.

 

Website: https://fitbookspro.com

Facebook: https://www.facebook.com/FitBooks-Pro-1732129213557861

Linkedin: https://www.linkedin.com/in/jody-linick-19550941

 
 
 

Leslie Liondas

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!

 

Website: https://liondascpa.com/

Facebook: https://www.facebook.com/leslieliondascpa

Linkedin: https://www.linkedin.com/company/leslie-liondas-cpa-pllc/

 
 
 

Shane Lukas

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.

 

Website: https://www.avn.co.uk/

Twitter: https://twitter.com/shanelukasavn

Linkedin: https://www.linkedin.com/in/slukas/

 
 
 

Stephanie Mack

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!

 

Website: https://accountmobility.com/

Facebook: https://www.facebook.com/AccountMobility

Twitter: https://twitter.com/stephaniemack25

 
 
 

Laura Madeira

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.

 

Website: http://quick-training.com/

Facebook: https://www.facebook.com/ACS.Inc

Twitter: https://twitter.com/QBTrainer

Linkedin: https://www.linkedin.com/in/lauramadeira

 
 
 

Chuck Maniace

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.

 

Website: https://sovos.com/

Linkedin: https://www.linkedin.com/in/charles-maniace-27a6241b/

 
 
 

Carmen Manrique

Founder and President of Accounts Pro, Carmen 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.

 

Website: https://accountspro.net/

Facebook: https://www.facebook.com/carmencmanrique

Twitter: https://twitter.com/CarmenCManrique

Linkedin: https://www.linkedin.com/in/carmen-manrique-accountspro/

 
 
 

Joe Manzelli

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.

 

Website: https://www.woodard.com

Twitter: https://twitter.com/JoeManz

Linkedin: https://www.linkedin.com/in/joemanzelli/

 
 
 

Rick Mayfield

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.

 

Website: https://www.woodard.com/woodard-sponsorship-about

Linkedin: https://www.linkedin.com/in/rickmayfield/

 
 
 

Angela Meharg

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.

 

Website: https://datisfy.com/

Facebook: https://www.facebook.com/datisfy/

Twitter: https://twitter.com/Datisfy

Linkedin: https://www.linkedin.com/in/crystalreportsgoddess/

 
 
 

Mike Milan

Versatile and accomplished, Mike Milan, MBA and VP of Industry Partnerships at Truly Financial, 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 he does. 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.

 

Website: https://trulyfinancial.com

Facebook: https://www.facebook.com/TheCashFlowMike

Twitter: https://twitter.com/CashFlowMike

Linkedin: https://www.linkedin.com/in/mikemilan/

 
 
 

Daniel Moshe

Daniel Moshe, founder and CEO of Tech Guru: Enlightened IT for Accounting 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.

 

Website: https://www.techguruit.com/

 
 
 

Ufuoma Ogaga

Ufuoma Ogaga is the Founder and CEO of Goshen Accounting Services, which focuses on providing accounting, payroll, and advisory services to nonprofit organizations. She loves empowering and educating organizations to build sustainable profits and

leverage technology to streamline back-office operations. She is an Advanced Certified QuickBooks ProAdvisor, Certified Nonprofit Accounting Professional, a member of the Intuit Trainer/Writer Network, and an Asana Ambassador with a passion for sharing her knowledge to help accounting professionals better serve the nonprofit community.
 

Website: https://www.goshenaccountingsvcs.com/

Facebook: https://www.facebook.com/goshenaccounting

Twitter: https://twitter.com/goshenaccountng

Linkedin: https://www.linkedin.com/in/ufuomaogaga

 
 
 

Eric Parker

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

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.

 

Website: https://emyth.theprofitbeacon.com/

Facebook: https://www.facebook.com/TheProfitBeacon

Linkedin: https://www.linkedin.com/in/fredparrish

 
 
 

Brad Perry

Brad is the Marketing Content Lead at Liscio, Inc. Liscio helps firms differentiate themselves by providing Client Experience 2.0 to their clients. Brad was in public education for nearly 13 years as an English, journalism, and business teacher where 

he led the high school yearbook and online news bureau before shifting out of teaching. Born in Utah but residing in Indiana, he enjoys anything outdoors, especially fishing. Brad hopes to go skydiving one day. 
 

Website: https://liscio.me/

 
 
 

Steve Pipe

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”.

 

Website: https://www.b1g1.org/

 
 
 

Sarah Prevost

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.

 

Facebook: https://www.facebook.com/sarah.prevost1

Twitter: https://twitter.com/mintagelabs

Linkedin: https://www.linkedin.com/in/sarah-prevost/

 
 
 

Shafat Qazi

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.

 

Website: https://www.bqe.com/

Twitter: https://twitter.com/shafat

Linkedin: https://www.linkedin.com/in/shafat-qazi-b5a0112/

 
 
 

Shelly Robbins

Shelly is an accounting technology trainer on a mission to change how small businesses measure success, making sustainability the priority by using the “triple bottom line” method of bookkeeping. Founder of the QuickSource Meetup Groups for Accounting Technology Professionals, Shelly has helped 

hundreds of accounting professionals to start and build their companies, always spreading their message of "success through sustainability" through their unique style of peer-led professional support.
 

Website: https://www.meetup.com/QuickSource-Talk-and-Client-Swap-Greater-Puget-Sound-WA/events/

Facebook: https://www.facebook.com/shellykrobbins

Twitter: https://twitter.com/shellykrobbins

Linkedin: https://www.linkedin.com/in/shellyrobbins/

 
 
 

Tim Roden

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.

 

Website: https://sovos.com/

Linkedin: https://www.linkedin.com/in/timothy-roden/

 
 
 

Cathy Roth

Why do you write like you're running out of time? When I place my figurative pen on paper, that song from Hamilton often runs through my mind! As the Senior Editor of The Woodard Report, I take great pride and pleasure in 

publishing educational articles, news pieces, and relevant information about the accounting and bookkeeping professions to empower small business advisors to transform small business.

With two Master's degrees (Business Administration and Accounting) and extensive experience in small business operations, financial analytics, and back-office operations, I know enough to know that I don't know everything. So, I rely on skilled professionals and inspirational and educational thought leaders as primary contributors to The Woodard Report.

However, you will see articles with my byline; my fingers itch for that figurative pen!

 

Website: https://report.woodard.com/articles

Linkedin: https://www.linkedin.com/in/cathy-roth-b77ba627/

 
 
 

Charissa Samco

Charissa joined Woodard's coaching team in 2021 because she wants all practice owners to experience the freedom to go on vacation without their computers. As a small practice owner herself, she knows what it's like juggling life, business, and

client work. For 2 years she worked to transform her own business from working too many hours on too many clients for not enough money, to working fewer hours for fewer clients and being able to charge more. As a bonus, she was able to have a greater impact on her clients.

 

 

Website: https://www.woodard.com/woodard-institute

Linkedin: https://www.linkedin.com/in/charissabelle/

 
 
 

Heather Satterley

Chief Innovation Officer: Heather Satterley leads the strategic initiatives of Satterley powered by GrowthLab by working with accounting firms, venture-backed companies, and medium-sized businesses to identify inefficiencies, bottlenecks, and 

other areas for process improvement so they can simplify, automate, and standardize their finance, data, and accounting operations.

Heather is an Advanced Certified ProAdvisor, a member of the exclusive Intuit Trainer/Writer Network, and a Zapier Certified Expert. She holds an undergraduate degree in Accounting and a Master's 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.

 

Website: https://www.growthlabfinancial.com/

Facebook: https://www.facebook.com/GrowthLabFin

Twitter: https://twitter.com/HSatterley

Linkedin: https://www.linkedin.com/company/growthlab/

 
 
 

Tonya Schulte

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.

 

Website: https://www.theprofitconstructors.com/

Facebook: https://www.facebook.com/theprofitconstructors

Twitter: https://twitter.com/schultetonya

Linkedin: https://www.linkedin.com/company/schulte-and-schulte

 
 
 

Caren Schwartz

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.

 

Website: http://www.3545consulting.com

Facebook: https://www.facebook.com/timeandcents

Twitter: https://twitter.com/timecents

Linkedin: https://www.linkedin.com/in/carenschwartz/

 
 
 

Nevin Sendel

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.

 

Website: https://www.count4commerce.com/

Linkedin: https://www.linkedin.com/in/nevinsendel/

 
 
 

Rob Smith

Rob is Head of Technical Content at Liscio and the founder of Point7seconds. After seeing the transformative power of using OneNote at his prior CPA firm and clients’ businesses, he formed OneNoteForAll.com and Point7seconds to provide a platform to help teach other professionals

the power of OneNote and Microsoft 365. 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.

 

Website: https://liscio.me/

Twitter: https://twitter.com/onenoteforall

 
 
 

Wes Stillman

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.

 

Website: https://www.rightsize-solutions.com/

Linkedin: https://www.linkedin.com/in/wes-stillman-ba2a75

 
 
 

Jillian Straw

Jillian Straw is the Demand Generation Specialist at Plate IQ, an automated invoice processing, payments and accounts payable solution for bookkeepers, CPAs, independent businesses and more. She has spent over a decade working

in both restaurants and operations management, giving her first-hand experience in back-office tasks. Jillian graduated CUNY Hunter College with BA's in both English and Sociology.

 

Website: https://www.plateiq.com/

Linkedin: https://www.linkedin.com/in/jillian-straw-9b8204158/

 
 
 

Maria Tanski-Phillips

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

 
 
 

Graham Tucker

Graham is a Web Developer and contributes to the Woodard Marketing Team as well as the WordPress community. Starting with a background in design and military intelligence, he worked his way into a development role and

loves to automate or create dynamics websites. He has helped with the designs for Scaling New Heights, started a business, tinkers with code, and enjoys learning about new technology or software. If he's not learning something new about code you'll find him with his family exploring the mountains or at his boy's soccer/basketball games. Graham is proud to be a nerd and married to a wonderful and amazing teacher.

 

Website: https://www.woodard.com/

Linkedin: https://www.linkedin.com/in/graham-outright/

 
 
 

Vanessa Vasquez

Vanessa's superpower is to bring solid financial education and strong strategies to Entrepreneurs and Accountants. Destroying the kryptonite of small business, which is a lack of financial knowledge, Vanessa presents the correct tools and processes for businesses 

to grow and expand. Her main focus has always been helping her clients streamline their small business financial management processes through education and the application of technology. With 20+ years of experience and as a Latina Entrepreneur Wonder Mom, Vanessa recognizes the importance of providing learning opportunities and financial solutions for the rapidly growing Spanish-Speaking small business community.
 

Website: https://vanessavasquez.pro/

Facebook: https://www.facebook.com/vanessavasquezpro

Twitter: https://twitter.com/QBEnEspanol

Linkedin: https://www.linkedin.com/in/quickbooksenespanol/

 
 
 

Erik Wallin

Erik Wallin is a Regulatory General Counsel on the Regulatory Analysis and Design Team at Sovos Compliance. Erik has been with Sovos Compliance since 2011, and his main areas of focus are on U.S. Transaction Tax Law which includes special expertise

in the taxation of technology and the taxation mechanisms that apply throughout the Colorado home rule jurisdictions. Erik is a member of the Massachusetts Bar, has a B.A. from York College of Pennsylvania, a J.D. from New England School of Law, and an LL.M. in Taxation from Boston University.
 

Website: https://sovos.com/

Facebook: https://www.facebook.com/sovoscompliance/

Twitter: https://twitter.com/SovosCompliance

Linkedin: https://www.linkedin.com/in/erikjwallin/

 
 
 

Veronica Wasek

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 on her YouTube channel - 5 Minute Bookkeeping. Veronica is also passionate about educating bookkeeping professionals on her online academy 5MB Academy.

 

Website: https://5mbacademy.com

Facebook: https://www.facebook.com/5MinuteBookkeeping

 
 
 

Joe Woodard

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, 2014-2021 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.

 

Website: https://www.woodard.com/

Facebook: https://www.facebook.com/scalingnewheights

Twitter: https://twitter.com/joewoodard

Linkedin: https://www.linkedin.com/in/quickbooksadvisor/