Co-Founder

• Jun 2017 - Present

Client Hub is a one-of-a-kind, all-in-one web-based, frictionless workflow and client collaboration tool built for accounting professionals. Client Hub takes communication out of cluttered, unsecure email inboxes and into a secure, firm branded workspace. We are changing the way that accounting professionals work with their clients and for their clients. Client Hub is a one-of-a-kind, all-in-one web-based, frictionless workflow and client collaboration tool built for accounting professionals. Client Hub takes communication out of cluttered, unsecure email inboxes and into a secure, firm branded workspace. We are changing the way that accounting professionals work with their clients and for their clients.

Founding Partner

• Apr 2016 - Present

ThinkLeader Consulting specializes in helping accounting firms take advantage of cloud productivity applications through comprehensive and strategic consulting. More than just advising on how to increase firm efficiency and productivity through accounting-focused cloud technology, my passion is actively helping firms make the transition from the ground to the cloud. Working directly with your internal team, I help integrate and/or update your current processes and programs with… Show more ThinkLeader Consulting specializes in helping accounting firms take advantage of cloud productivity applications through comprehensive and strategic consulting. More than just advising on how to increase firm efficiency and productivity through accounting-focused cloud technology, my passion is actively helping firms make the transition from the ground to the cloud. Working directly with your internal team, I help integrate and/or update your current processes and programs with carefully selected best-of-breed cloud applications so your firm can achieve maximum efficiency and reap all the benefits these cutting edge solutions offer. Show less ThinkLeader Consulting specializes in helping accounting firms take advantage of cloud productivity applications through comprehensive and strategic consulting. More than just advising on how to increase firm efficiency and productivity through accounting-focused cloud technology, my passion is actively helping firms make the transition from the ground to the cloud. Working directly with your internal team, I help integrate and/or update your current processes and programs with… Show more ThinkLeader Consulting specializes in helping accounting firms take advantage of cloud productivity applications through comprehensive and strategic consulting. More than just advising on how to increase firm efficiency and productivity through accounting-focused cloud technology, my passion is actively helping firms make the transition from the ground to the cloud. Working directly with your internal team, I help integrate and/or update your current processes and programs with carefully selected best-of-breed cloud applications so your firm can achieve maximum efficiency and reap all the benefits these cutting edge solutions offer. Show less

Owner

• Oct 2012 - Jan 2022

Changing the world one business at a time! Helping small business and accounting firms streamline and simplify their accounting and back-office operations. I develop process that allowing you and your team to focus your time on more important tasks. My expertise and best of breed integrated solutions save you time and money and increase security, controls, productivity and revenues. It’s not what you do; it’s how you do it! Changing the world one business at a time! Helping small business and accounting firms streamline and simplify their accounting and back-office operations. I develop process that allowing you and your team to focus your time on more important tasks. My expertise and best of breed integrated solutions save you time and money and increase security, controls, productivity and revenues. It’s not what you do; it’s how you do it!

Owner

• Apr 1999 - May 2016

As Owner of Account-Ables I am an Advanced Certified QuickBooks Proadvisor with over 10 years experience using a variety of QuickBooks products. My area of expertise with QuickBooks are as follows Set Up, Design, Troubleshooting, Data File Analysis, Integration with supporting software and applications, Payroll, Payroll Taxes. As Owner of Account-Ables I am an Advanced Certified QuickBooks Proadvisor with over 10 years experience using a variety of QuickBooks products. My area of expertise with QuickBooks are as follows Set Up, Design, Troubleshooting, Data File Analysis, Integration with supporting software and applications, Payroll, Payroll Taxes.

Director of Accountant Relations

• Jun 2010 - Jul 2012

Customer Support Manager

• Feb 2009 - Jun 2010

Built customer support department infrastructure and team from the ground up, implemented systems and procedures to ensure top quality customer and technical support. Initial development of knowledge base, best practice & training. Worked with product management team and engineers as the subject matter expert in the area of accounting and QuickBooks when developing new features and system integration. Represented company all major accounting conferences and delivered presentations on a… Show more Built customer support department infrastructure and team from the ground up, implemented systems and procedures to ensure top quality customer and technical support. Initial development of knowledge base, best practice & training. Worked with product management team and engineers as the subject matter expert in the area of accounting and QuickBooks when developing new features and system integration. Represented company all major accounting conferences and delivered presentations on a variety of related subjects.

Customer Support (subcontractor)

• Nov 2007 - Feb 2009

Initially recruited to support sales/business development/product development for one of the leading cloud technologies in the industry. Sole contractor/remote worker on 11-member team. As SME on QuickBooks, conceived features and functionality to support accounting community. Trained employees on accounting basics and QB. Recruited, hired, trained and mentored customer-support team. Vetted CRM, telephony, live chat and knowledge base technologies. Developed processes and procedures; set… Show more Initially recruited to support sales/business development/product development for one of the leading cloud technologies in the industry. Sole contractor/remote worker on 11-member team. As SME on QuickBooks, conceived features and functionality to support accounting community. Trained employees on accounting basics and QB. Recruited, hired, trained and mentored customer-support team. Vetted CRM, telephony, live chat and knowledge base technologies. Developed processes and procedures; set service levels. Defined and built Customer Support Department and online knowledge base (2009-2010). Promoted (June 2010) to lead sales and support product needs of accounting firm channel partners.

VP Operations

• Feb 1996 - Apr 1999

Recruited to assist (12-month commitment) in creation of this spinoff when Precision Detectors was sold. Built administrative organization: Set up QuickBooks accounting/payroll system; completed registration and compliance on state and federal levels; developed advertising/marketing/sales campaigns and follow-through procedures. Built strong business relationships with customers, vendors and consultants. Recruited to assist (12-month commitment) in creation of this spinoff when Precision Detectors was sold. Built administrative organization: Set up QuickBooks accounting/payroll system; completed registration and compliance on state and federal levels; developed advertising/marketing/sales campaigns and follow-through procedures. Built strong business relationships with customers, vendors and consultants.

Fixed Operations Manager - Lexus Division

• Dec 1989 - Dec 1995

Managed parts and service departments, gaining experience in P&L, sales/marketing, customer service, employee relations and more. Team earned #1 in customer satisfaction nationally and received 3 consecutive “Elite of Lexus” annual awards. Personally maintained 98% customer satisfaction. Managed parts and service departments, gaining experience in P&L, sales/marketing, customer service, employee relations and more. Team earned #1 in customer satisfaction nationally and received 3 consecutive “Elite of Lexus” annual awards. Personally maintained 98% customer satisfaction.