Meet the industry leaders behind Edition 3
These articles couldn’t happen without the ideas, stories and expertise of modern accounting and industry leaders from around the globe. So thank you to all our contributors for this Edition.
Bill Mosca — Accountiful
Bill Mosca is a partner and co-founder of Accountiful, a virtual accounting and financial advising firm serving small business. Bill has two decades of experience in nonprofit and high tech management and currently serves on the board of trustees of the California Institute for Integral Studies (CIIS) in San Francisco.
Bruce Phillips — HPC
Bruce is Founder & CEO of HPC, an online, full-service accounting firm that works remotely from all over the United States, from California to Florida to New Hampshire. Bruce is a passionate advocate for cloud technology and a well-known name in the SaaS industry. He has been a key beta tester for several cloud technologies and was profiled as early as 2010 by several key players in the industry.
Carol Bezy — Business Resource Center
Carol sees accounting as a mystery ready to solve, and enjoys bringing order to financial information in a manner than can be understood by all. More importantly, she likes to work with people, helping them understand the complexities of their accounting needs.
Donna Bordeaux — Bordeaux & Bordeaux CPAs PA
Donna is the co-founder of Bordeaux & Bordeaux, a firm built upon a tradition of service, technical expertise, and innovative thinking to meet the needs of a rapidly changing world. Her love of technology and organization has led their ability to leverage technology to the fullest extent and allow for strong customer interaction and relationships. The firm operates completely in the cloud allowing access to information anywhere, anytime for the staff and its clients.
Greg Tuckwell — Poole Group & Zerobooks.com
Greg is a Partner at the Queensland accounting firm Poole Group and helped drive their cloud accounting services to the point they were awarded Xero AU partner of the year in 2013. Greg’s role now includes being the CEO at Zerobooks.com, the first global bookkeeping service, which encompasses developing and building relationships with clients and accountants to provide a cost-effective, cloud-based bookkeeping/admin service that delivers efficiencies to both end users and accountants.
Jami L. Satterthwaite — Nelson & Swaite, CPAs, LLC
Jami is a seasoned CPA with a mind for details and an interest in operational innovation. In other words, if there is a way to create more accuracy and efficiency in the work—she will find it and she will implement it! Jami’s dedication to supporting her clients’ businesses and lives led her to upgrade to a paperless, cloud-based system in the firm’s first year.
Jason Ackerman — BNA
Jason is a CPA at BNA, a family-owned practice that helps clients from Fort Mill to Charlotte and beyond. He enjoys helping businesses become more profitable with the help of the right technology, accounting, and tax solutions. As a futurist, he loves thinking about how the world is changing and how he can keep BNA and their clients ahead of the curve.
Jessica Daley — Xcelerate Business Solutions
Jessica started Xcelerate Business Solutions, an offsite accounting firm, when her family needed to raise $10,000 for an adoption. She soon found herself managing too many clients on her own, and began to hire dedicated stay-at-home moms to join her efforts. As a 2016 Firm of the Future Runner Up, you can find her enjoying the business one minute, and being present with her family the next.
Jody Padar — New Vision CPA Group
Jody Padar is CEO and Principal of the New Vision CPA Group, a public accounting firm based in the Chicago area. As one of the profession’s emerging thought leaders, Jody has transitioned New Vision to New Firm status—adopting advanced technologies and best practices that support web-based client services. She is also a highly sought-after speaker and thought leader in the tax and accounting profession.
Joe Carufe — Two Roads
Formed in 2011, Two Roads was named the Quickbooks Firm of the Future in 2015 thanks to an emphasis on utilizing technology to make their team more efficient, while delivering excellence and simplicity to clients' lives. Joe leads the team in serving awesome clients as well as partnering with software providers, like Karbon, who are building amazing products that make the entire industry better.
Mark Wickersham FCA — Wickersham Training International
Professional speaker and author of the #1 best-selling book “Effective Pricing for Accountants”, Mark is known as the most sought after profit improvement expert in the accounting community. He is the creator of both “Price Consulting: Changing clients lives the fast way by helping them price more profitably” and the ultimate pricing tool for accounting professionals, Cloud Pricing 2.0.
Megan Genest Tarnow — The Mobius Group
Megan is Principal at The Mobius Group, a consulting practice in Saint Paul, MN dedicated to providing elegant solutions for rock-solid, actionable nonprofit financials. She also assists Gregg Bossen of QuickBooks Made Easy with nonprofit tech support.
Paul Hayden — Hayden CPA
Paul is the owner of Hayden CPA, a firm he started in 1993. Paul and his team love helping small business owners achieve more than they dreamed possible.
Rachel Fisch — Deloitte Canada
Rachel Fisch is among an elite group of QuickBooks experts across North America and is an International Speaker and former Lead Trainer for Intuit in Canada. She continues to be an advocate of the highest level for cloud-based bookkeeping with all of the integrated tools available to create seamless workflow solutions for clients of all sizes. Rachel lives with her two beautiful daughters and incredibly patient husband near Toronto.
Scott Lynch — Beanstalk Accountants
Scott is a Chartered Accountant and founder of GenY, Tech focused Accounting Firm, Beanstalk Accountants. He is a self-confessed tax and technology geek, and when he is not helping clients implement great technology or tax strategies in their businesses, he is playing with the next piece of technology to make sure it is good enough to pass on to them later.