I'm a CPA who specializes in accounting technology, and co-host of the the The Accounting Podcast, the most popular podcast for accountants and bookkeepers.
I have been honored to be named twice to CPA Practice Advisor's “40 Under 40” list and Accounting Today’s “Top 100 Most Influential People” list.
I founded Earmark CPE so listeners can earn continuing professional education credits for listening to my shows and many more accounting and tax podcasts.
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Before taking the leap with my own startup, Earmark CPE, I was the marketing director at Jirav, a developer of FP&A software. As the first marketing hire, I helped Jirav scale from pre-Series A to post-Series B.
I got my start in tech with FloQast as a product marketer. I built out the content marketing team and webinar program, which became our most successful inbound lead generation campaign.
My accounting career began in 2012 when I founded Cloudsourced Accounting, an online bookkeeping and cloud integration firm. We were one of the first Xero bookkeeping partners in the United States and led the way in leveraging cloud accounting and online project collaboration tools to provide our clients with a superior customer experience. Cloudsourced Accounting was acquired by Aprio Cloud, (formerly HPC) in 2015.
After the sale, I served as Director of Technology and Marketing for Aprio Cloud, then as a Manager in the Outsourced Finance & Accounting division of the Consulting practice at Armanino LLP, the largest California-based CPA & Consulting firm and a top 25 firm nationwide.
I earned my bachelor’s degree at Northwestern University, where I majored in cello performance.
There’s something about public accounting I’ve never understood – as you rise up the ranks, you work more, not less. Shouldn’t it be the other way around? In Episode 378 of The Accounting Podcast, we dive into the numbers. And the numbers do not paint a pretty picture.