Your firm’s future: Buy, sell, or build

Joe has led cloud accounting firms since 2011, focusing on strategy, leadership, technology, efficiency, and talent integration. He is passionate about process improvement and loves talking with leading accounting firms and other top app vendors from across the globe.

Terri Warren utilizes the many hats she’s worn in her accounting and practice ops background to provide stellar fractional consulting services to integrate teams, unify systems, and optimize operations within organizations.

Chris Williams is the CEO of System Six, a modern accounting firm focused on providing dream accounting careers to its team members. Chris acquired System Six in July 2021 after a 10 month search for a small business to acquire and grow. Prior to System Six, Chris worked in private equity and earned his MBA, where he discovered the path of "Search Funds", working with small business investors to seek out, acquire, and grow a small business.

A trained CPA with 8 years of experience, Anderson saw firsthand the challenges business owners face with bookkeeping, both as an accountant and as an e-commerce founder. Before starting Quanto, he was immersed in the AI ecosystem at Harvard and Oxford University.

Chase Birky is the CEO & Co-Founder of Dark Horse CPAs, a distributed tax and accounting firm for small businesses. A rebel at heart, Chase is out to change the public accounting industry from the upside down. He is an honoree of CPA Practice Advisor’s 2022 ’40 Under 40’ and a finalist of CPA.com’s 2022 Innovative Practitioner of the Year award.

Jennifer Green is Founder and Partner at Jade Consulting Inc., a firm committed to bringing the human touch to accounting. An entrepreneur since 18, Jennifer leads with compassion, collaboration, and community, helping scaling businesses thrive. Known for building strong cultures and lasting relationships, she ensures Jade is as people-focused as it is performance-driven.

Geoff Bruskin is an M&A Consultant specializing in the public accounting and financial services space. Geoff runs White Tiger Connections Inc. where he advises accounting firm owners on their strategic trajectory, and also works closely with their clients on brokering multi-category sales and investments. He is heavily connected in the Private Equity, Venture Capital, and financial services ecosystems.

David is a nationally recognized leader who earned a spot on Fortune’s Best Small Workplace list, was a Fortune Small Business Magazine 'Boss of the Year' finalist, and gained his company a place on the Winning Workplaces list.

With a robust background in strategic initiatives and operations management, Ashley leads efforts to streamline processes, integrate cutting-edge technologies, and deliver exceptional service.​ She is passionate about leveraging data-driven strategies and collaborative leadership to optimize operations.

After a multifaceted career in accounting, Carla saw the need to guide accounting firms as they modernized their practices. That’s why she started Caldwell Consulting and Training in 2015. With the heart of a teacher, she helps everyone from beginners to industry veterans connect the dots between technology and accounting. Carla is also the owner and founder of Candella Accounting & Advisory Services, was named one of the 'The Top 50 Women in Accounting for 2021', and a Top 100 ProAdvisor in 2024.

Brian Clare is the founder of Blueprint Accounting, a Canadian boutique, fully-cloud accounting firm. He has been using Karbon in his firm for five years, and has helped over 60 firms implement Karbon. Brian specializes in using technology to make things more efficient while building processes.

Megan cares about people, processes, and efficiency—in that order. She has years of experience in implementing new tech, ensuring that the people affected feel capable and competent to leverage it successfully. As a leader, she is committed to lifelong learning, and is fueled by the opportunity to help bring out the best in someone.

Michael Ly is the Founder and CEO of Reconciled—a virtual bookkeeping and accounting services firm for busy business owners and entrepreneurs across the US. Michael founded Reconciled in 2015, and it quickly grew to be recognized by Intuit in 2016 and 2018 as a Firm of the Future. Michael is also a Co-Founder of PunchPay, a small micro-loan fintech startup that offers post-payment and micro installment loans for small business expenses.