Founder and CEO of Earmark CPE

exploring, challenging, influencing, #SmallBiz Ecosystem Evangelist, co-host @cloudacctpod, husband, dad, ex-@Intuit. ❤️'s: @BuffaloBills, madden, 💻,🏒,🏃‍♂️?

Alan is the author of "Transforming Audit for the Future: The Five Essential Attributes of Audit Leadership." He is the founder and president of ACCOUNTability Plus, LLC, a global accounting and assurance advancement leader based in Burnsville, Minn.

Alan Whitman is a seasoned executive known for his ability to inspire and navigate people around bold ideas and uncomfortable change. After his nearly decade-long tenure as CEO of Baker Tilly US, Alan now operates an advisory business where he shares his experience to help CEOs and their key stakeholders BREAK THE MOLD™ of long-time operating principles and conventions.

Runs a digital accounting & tax firm for startups. Ex-Deloitte Tax & Audit. Countryside dweller. Lapu-Lapu descendant. 🇵🇭 Founder & CEO @heyaprilpbc

Experienced strategy and finance professional, with a demonstrated history working in SaaS, Entertainment/TMT, Energy, Healthcare, Industrial Manufacturing, and Consumer/Retail industries. Skilled in building robust and dynamic financial models, forecasting & budgeting, performing M&A due diligences, and developing pricing/market entry strategies. Formerly an FP&A Manager at WWE and Strategy Consultant at KPMG, Ariel approaches finance as a partnership with business operators, balancing line-by-line analyses with big picture, strategic thinking. Growing up in Brooklyn, Ariel was involved in various entrepreneurial endeavors, and he worked on two startups during University. He graduated Cum Laude from NYU Stern School of Business with a B.S. in Business and Art History and an M.S. in Accounting. At NYU, Ariel participated in the selective University Leadership Honors Course. Ariel is a licensed CPA in New York State.

I am an entrepreneurial CPA. Those two personality types often do not mix... I have found that risk and adventure makes life worth living while taking calculated and researched risks enables life to continue. My excitement for and interest in small business has created a strong desire within me to support and promote small business owner success across the country. My career has been concentrated on utilizing my accounting and IT education and experience to create value driven tools for small business owners.

My background consists of 20-plus years of consulting experience working for Crowe Horwath/ Crowe Capital Markets and leading the IPO of Grubhub as CAO. My experiences encompass various industries, including manufacturing, professional services, technology, hospitality, retail, and financial services. At Crowe, I spent the first half of my career in the firm’s audit practice, managing public financial statement audits and performing Sarbanes Oxley 404 Consulting. I spent the remaining years at Crowe in the transaction services/investment banking group managing private placements and buy/sell side transaction services for private equity investors, lenders, and corporations. I was a key team member/lead the 2014 successful IPO of Grubhub on the NYSE. I am currently the CAO of a rocket ship that is completely disrupting the 150-year-old life insurance space named Ethos. During my tenure at Crowe Horwath/Grubhub, I have managed and led 50+ successful transaction services totaling over 5 billion in consideration and 6 executed IPOs. I am an industry expert in SAAS and frequently advise scaling SAAS companies on best 606 practices/scaling enterprise SAAS operations. I am passionate about helping kids and supporting our veterans.

Writer l Content at @GustoHQ | Co-host @ohmyfraud | Founding editor @going_concern | Former @CCDedu prof | @JeffSymphony board member | Trying to pay attention.

Charley has 18 years of Wall Street experience in fixed-income structured products and venture capital. He spent more than a decade advising and transacting with the world’s most sophisticated mortgage-backed security, commercial real estate, and consumer lending investors. Charley then co-led fintech investing at Citi Ventures focused on early & growth-stage startups in payments, lending, and capital markets.

CEO/Founder - Dark Horse CPAs

Craig drives innovation in CAAS, energizing his FIrm & the CPA industry. Using his CPA & CFO backgrounds, he champions transformative leadership and fosters collaboration within his firm. Craig's passion for empowering colleagues and industry peers catalyzes positive change and growth. His visionary approach sets new standards, inspiring others to excel and evolve in the dynamic landscape of professional services.

David is a seasoned innovator in the accounting software industry, is a digital evangelist and a catalyst for change. David extends his reach as a blogger, podcaster, author, teacher, and international speaker, making his mark on various platforms to share his insights and expertise on the future of accounting.

Chief Growth Officer @ Winding River Consulting | 20 under 40 CPA Practice Advisor - 2023 | Made in Cleveland | Dad | Entrepreneur

CFO of the Savannah Bananas

Erica Goode has been a CPA for 15 years. She runs a virtual accounting firm supporting consultants with bookkeeping, accounting, and CFO services. She also hosts the Consultants and Money podcast and is the author of The 15-Hr Accountant. Erica is a former Director of Finance at a Fortune 50 company and started her career as an auditor at a Big 4 public accounting firm. Erica is also the mom of 2 and the wife of a fellow CPA.

Certified Public Accountant with over ten years of financial accounting experience, specializing in preparing and managing the general ledger, Accounts Payable/Receivable, and ERP systems entries, as well as Japanese and U.S. tax returns for foreign residents of Japan and foreigner-owned businesses in Japan.

Financial best practices for nonprofit organizations.

Félix Latour of Le Contrôleur runs an outsourced accounting operation that provides a team approach to controllership with robust internal controls using the latest cloud accounting technology.

Co-founder of Avise. Previously co-founded Peloton. I've never had a fully formed thought in my life.

Mega-pastor of @comedychurch and the de facto worlds greatest accounting cartoonist.

Virtual CFO, Summit Virtual CFO by Anders

Hector M. Garcia is a CPA and QuickBooks Trainer for Quick Bookkeeping & Accounting LLC. He has over 10 years of experience working with small business finance and accounting, along with 3 Post-graduate degrees from Florida International University (FIU) in Accounting, Finance and Taxation.

Hitendra R. Patil is the President of the Global Finance and Accounting Outsourcing Services of Datamatics Business Solutions, Inc. (DBSI), providing services exclusively to CPA and Accounting firms. He is one of the Top 100 Most Influential People in Accounting, one of the profession's leading authorities on client accounting and advisory services (CAS / CAAS), accounting technology – including artificial intelligence, emerging technologies, and accounting practice/firm success. He is also the author of “Rise of The AiCCOUNTANTS™: The What, Why, and How of Artificial Intelligence (AI) for Accountants,” and “The Definitive Success Guide to Client Accounting Services (CAS), books he has written exclusively for accountants.

Senior Advisor, Board Member, Audit Committee Chair and Author

I’m on a mission to change the face of the accounting industry. That’s why after many years of being a CPA at a traditional accounting firm, I decided to create my own. As the co-founder of Prisma Tax Group, I’m building a destination for clients and employees alike, correcting all the things I hate about public accounting (and all the things you hate about it too). Through a culture of collaboration, innovation, and empowerment, we offer fresh perspectives and cutting-edge strategies to help you succeed. When I’m not working, I find joy in spending quality time with my family, exploring new destinations, cooking up delicious meals, and playing guitar. Let’s connect and take control of your financial future.

Hey there, I'm Jody Grunden, a Co-Founder of Summit CPA Group (Summit), which merged with Anders CPAs + Advisors (Anders) in 2022. Now, I serve as a Partner at Anders and Head of Summit Virtual CFO Services.

Experienced Accounting Professional with a demonstrated history of working in the commercial real estate and construction industries. Skilled in Microsoft Word, Accounting, General Ledger, Public Speaking, and Internal Controls. Strong accounting professional with a Bachelor of Business Administration (B.B.A.) focused in Accounting and Finance from Kansas State University.

John Briggs is widely recognized for his innovative approach to productivity and work-life harmony, encapsulated in his book, The 3.3 Rule: The New Workday Standard of Creating More by Working Less. His approach has not only led to significant revenue growth for his company and clients but also promotes sustainable work-life harmony by combating the damaging hustle culture mindset. With a Master’s Degree in Tax from Brigham Young University and prior experience at Deloitte, John brings a wealth of expertise to small business owners looking to keep more of their cash in their own pockets. The government sucks at spending your money. John teaches strategies that nurture the economy’s lifeblood—small businesses—while challenging the deep-rooted norms of overwork prevalent in most industries today. He is a staunch advocate for solid tax strategy, healthy cash flow systems, and hard work followed by intentional breaks.

Building automation software for bookkeepers. Founder of @scrutinize_io. Prev. founded @pachafinserv.

Josh is a state property tax specialist who has significant experience with delivering property tax reduction opportunities in the areas of real and personal property tax reviews, compliance, and economic incentives. He brings extensive experience in real and personal property tax appeal advocacy, real estate appraisal and testimony, economic incentive procurement and audits, property tax compliance planning and delivery, business combination property tax due diligence and research, fixed asset reviews and planning, property tax accrual reviews and planned value estimates, and Sarbox 404 property tax compliance control evaluation. Josh is currently the President of JM Tax Advocates LLC, in Indianapolis, IN. Prior to that, he gained 20 years of property tax experience in public accounting including serving as an Executive and National Practice Leader with Crowe Horwath LLP, as a Director with PricewaterhouseCoopers, as Manager with Deloitte & Touche, and as a Senior Associate with Geo S. Olive. Josh has taught at the Institute for Professionals in Taxation. He has been a speaker for the National Symposium regarding FAS 141 and Property Tax Consequences of Business Combinations as well as the National Business Institute of Indianapolis, IN regarding Indiana Property Tax Updates and is active in the Indiana Chamber in Indianapolis and the Indiana Manufacturers Association. Josh holds a Bachelors of Science from Indiana University in Business Accounting.

Senior Director, Planning & Governance, Illinois CPA Society / Senior Director, CPA Endowment Fund of Illinois

I'm Katherine, a tax accountant and a fellow content creator. I'm originally from Buffalo, NY, and I graduated from Niagara University with a Bachelor's in Accounting. I was working in CPA firms right after college, but it just didn't feel right for me. I decided to hit the reset button on my career and moved to Washington D.C. to work as a business manager at a government contracting firm. But when the pandemic hit I understood new business opportunities were emerging, so I started social media marketing for local businesses. It was in mid 2020 I came across OnlyFans. I immediately saw the potential for content creators to shape their own uncommon, independent career paths just as I have. And because of my tax experience, I knew creators would be earning money as independent contractors instead of W-2 employees and may not feel comfortable seeking help in a traditional CPA firm. I quit my full time job on the spot to start The Only Consultant. Over the last two years, I've helped hundreds of clients safely navigate the tax process as new entrepreneurs. I formed my own tax firm, Prisma Tax Group, to offer tax preparation, bookkeeping, business formation, and all things related to support small businesses. I love helping new businesses thrive. If you're on your own unique career path, I'm here to support you. Let's talk today.

Controller at Foxtrot

As a Certified Public Accountant (CPA) specializing in the entertainment industry, I bring a unique blend of financial management, strategic planning, and advisory services to actors, musicians, content creators, writers, gamers, and others in the creative field. My expertise also extends into the dynamic world of digital assets & blockchain technology, offering cutting-edge financial strategies that embrace digital finance innovations.

While an avid learner, skier, and mentor, I also serve as Director of Corporate Development at GrowthLab Financial. My life-long goal is to continuously find the intercept between technological innovation and regulation. From working on side projects to better leverage the rise of new technology, to sitting with local business owners to understand the impact of regulation of startups and innovation, my approach always stays the same. People come first. I thrive in a world of the unknown, where problems don’t always come with a clear solution. Providing the creative energy in line with realistic problem solving, I aim for continuous collaboration and deliberate execution.

Kyle authored “The Personal CFO: The Secret to Getting More Out of Your Money and Your Life,” a book that offers a framework for better financial decision-making. Recognized for his contributions to the financial community, he regularly shares insights through various industry platforms, including Wealth Management and Accounting Today.

Logan Graf is a CPA firm owner in Austin, TX. While Logan is running his firm, he also creates content on YouTube to help inspire the next generation of accountants.

Lynnette is a former auditor who has spent the last 14 years providing CAS, controller, and advisory services to privately held businesses. She transitioned out of client facing work in 2023 when her company was acquired. Lynnette is currently building a CPA mental health survey initiative focused on understanding the wellness needs and decreasing burnout & attrition in public accounting.

A roll-up-your-sleeves leader with a deep background in all things Accounting, Bookkeeping, Budgeting, Forecasting, etc. Also a Human Resources generalist and instructor of accounting and human resources. Dynamic and inspirational public speaker and trainer.

Accounting & Fintech Entrepreneur, Co-Founder @punchpay_ & Founder @getreconciled

I’m a CPA and a visual thinker. More than anything, I’m just an ordinary accountant that likes to do extraordinary things.

CEO | Co-founder of Tallyfor

Phong was previously President of General Plasma - a leading supplier of nanotechnology equipment and industrial automation solutions. General Plasma engineered and manufactured $100M in R&D and production equipment globally for OEMs in solar, automotive, display, and semiconductors. Phong has a gold medal in physics and two US patents. Phong completed his Wharton MBA as a Palmer Scholar. Charles and Phong in fact met while at Wharton in the MBA program.

Accounting & Tax for Real Estate Agents & Brokers, Technology advocate, former @Deloitte & @Sage_Canada, Inaugural member @accountingsalon, 80s Music Nut

Robin Thieme, CPA, CGMA, CITP, is the visionary Founder and CEO of KBS CFO, LLC. With over three decades of experience, she's a forward-thinking financial strategist dedicated to providing cutting-edge solutions to entrepreneurs across diverse industries. Robin is revolutionizing the accounting landscape as a pioneering virtual organization builder and sought-after speaker.

Rob is a Florida CPA specialized in helping businesses build value and manage risk with technology. He currently works for the innovation team of a top-40 CPA firm as a product owner and director of business intelligence. A Past President of ISACA South Florida, Rob is a motivated advocate for building trust in technology. He is an adjunct professor with Florida Atlantic University, and he has been featured in the Wall Street Journal, TechRepublic, and the South Florida Business Journal.

Quest: To bury the billable hour and timesheets. Founder of VeraSage Institute. Radio Talk-Show Host, The Soul of Enterprise, on @VoiceAmericaTRN

Chief Financial Officer with financial and operational experience at both public and PE owned companies across technology, B2B services, healthcare, and manufacturing industries. Significant experience in M&A due diligence and integration, ERP systems implementations, financial reporting and analysis, and change management. Skilled in growing smaller teams into larger organizations, while maintaining their cost effectiveness.

Scott Hodge is a long-time Washington, DC, policy expert. From 2000 to 2022, He was president and CEO of the Tax Foundation in Washington, DC. He is now president emeritus

Lil Toddler • OKR • Son of a CPA • MARI(ed2)JUANA • Rapping Custodian @ Accounting High • Accounting Firm Owner • Father of Dragons

COO - Full Send Finance

Steven serves professional service firms, not-for-profit membership associations and educational institutes through research and issues management, organizational strategy and governance. He is the author of the book The New Fundamentals: Practical Guidance for Today’s Accounting Firms, published in 2020.

I pride myself on being a problem solver and a progressive leader of our companies. I would describe myself as someone that prioritizes empathy, tenacity and a high level of attention to the service that our businesses provide. I've been blessed to find myself in a career that I love and that I'm truly passionate about. I truly enjoy helping my clients and team become more successful. Making a positive impact on how those around me live their lives is an insanely rewarding career.

President & CEO at Illinois CPA Society

✨Head of the Accountant Channel @freshbooksaccts ✨Creator of the #vpdexperiment ✨YT Channel https://t.co/xuZ8xwBvtn

Vincenzo is the founder and CEO of Online Taxman. He has extensive experience in both tax preparation and advising clients in accounting and financial transactions. He specializes in offshore structuring for US entrepreneurs abroad and US real estate transactions by foreign nationals and funds.

Wayne Berson has been the CEO of BDO USA, P.C. since 2012, during which time BDO has grown from BDO USA has grown from $600 million to $2.8 billion. He previously served as the Atlantic Assurance Regional Managing Principal, and from 2010 through 2012 as Chairman of the BDO USA Board of Directors. Wayne has been the Chair of the Global Board of Directors of BDO International, Ltd. since 2014. He has more than 30 years of experience in all phases of client service and accounting practices and has served as the responsible principal in a variety of industries, many of which are deeply involved in multinational operations. Wayne has been interviewed in national accounting publications such as Accounting Today, Fortune, Journal of Accountancy, Practical Accountant, The Financial Times, and The Wall Street Journal. He has been named as one of the Washington D.C. region’s 100 most powerful business leaders as well as one of Accounting Today’s managing principal elites, named to the NACD Directorship 100, and since 2013 has been included in Accounting Today’s annual list of the top 100 most influential people. In 2016 he was presented with the year’s GWSCPA Outstanding Service to the Profession Award. Wayne is a graduate of the University of Cape Town (B.Comm, Accounting) and the University of South Africa (Accounting Science degree, Honors).

As Managing Partner of Kapilovich & Associates, LLC, Yuri has over a decade of experience at top accounting firms, specializing in tax services for high-net-worth individuals and closely-held companies. A CPA licensed in Florida, New Jersey, and Pennsylvania, Yuri holds degrees in Accounting and Taxation and provides consulting services to help smaller CPA firms grow.

Zak Zimbile is a Certified Public Accountant and the owner of a remote CPA firm that specializes in small business and gambling tax