Meet the industry leaders behind this Edition
These articles couldn’t happen without the ideas, stories and expertise of accountants and industry leaders from around the globe. So thank you to all our contributors for this Edition.
Allison Hawkins — Hawkins & Co. Accounting Professional Corp.
Half super accountant, half design maven, Allison is the woman behind the Hawkins & Co brand and the talent that makes up this firm’s winning profile. She has built business models that help clients obtain financing and reviewed business processes across a wide range of companies.
Caleb Jenkins — RLJ Financial Services, Inc.
Caleb has been preparing tax returns and managing QuickBooks services since 2009 at RLJ Financial Services. Earlier in Caleb’s career, he was named the youngest Certified QuickBooks ProAdvisor. At the Scaling New Heights conference in 2016, Caleb was named a Top 10 QuickBooks ProAdvisor and was recognised as the Top Up-N-Comer ProAdvisor. He is a TSheets PRO and is a member of the TSheets PRO Council.
Chad Davis — LiveCA LLP.
Chad is the co-founder of LiveCA LLP, Canada’s largest virtual CPA firm. LiveCA is also Canada’s largest Xero, Receipt Bank, HubDoc and Wagepoint partner which was built on the philosophy that every customer has a unique situation and should be consulted and priced as such.
Chris Galt — BlueRock
Chris originally tested the waters at BlueRock during a brief stint in 2013. After completing his Masters in International Business back home in Canada, he headed back to Melbourne and re-joined the team to help develop their new Technologies division. He enjoys working with a variety of different businesses and finding creative digital solutions to best suit their needs.
Erin Farrell — KKR
Erin studied at Northeastern University in Boston and has since worked in Boston, New York and San Francisco mostly in the hedge fund and private equity space. She is a millennial who is looking forward to another move in the future, hopefully internationally, as she believes accounting is such a universal field that you can practice almost anywhere in the world.
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.
poolegroup.com.au
zerobooks.com
Holly DeVito — Sum Of All Numbers
Holly’s goal is to provide reliable, accurate and cost-effective accounting solutions for each of her clients through her demonstrated knowledge, professionalism, trustworthiness, attention to detail and passionate commitment to customer satisfaction. Her passion for assisting small businesses led to the establishment of Sum of All Numbers.
Jack Oates — Thomas Noble & Russell
Jack is a recent High School graduate currently working with Thomas Noble & Russell Chartered Accountants as an Audit Cadet based in Lismore, Australia. Jack sees some of the fantastic opportunities there are in the industry as a whole and is excited to be a part of it during this era of change and innovation.
Jami Satterthwaite — Nelson & Swaite
Jami is a seasoned CPA with a mind for details and an interest in operational innovation. Jami’s dedication to supporting her clients’ businesses and lives led her to upgrade to a paperless, cloud-based system in the first year of Nelson & Swaite. Outside of organising better systems for her clients, Jami is devoted to personal and community wellness and has served as a board director for local non-profit organisations.
Jason Blumer — Thrive + Blumer & Associates, CPAs
Jason founded Thriveal in 2010 as a way to help entrepreneurial CPA firm owners connect. Since that time, Thriveal has helped many small firms grow by providing a community, coaching services, webinars, and live events. Jason is also the Chief Innovative Officer of his firm, Blumer & Associates, CPAs, which was one of the first to move from a traditional office to a virtual environment, enabling them to serve various niches.
Josh Zweig — LiveCA LLP.
Josh set out to pursue his CPA designation so he could gain a skill that would make an impact on the businesses where he’d work. He co-founded LiveCA to impact the lives of others in a way that challenges the general accountant stigma. Josh likes to take advantage of the whole “work from anywhere” thing, and enjoys exploring the world with his backpack, guitar and travel laptop.
Matt Hilton — Officengine
Matt is an accounting entrepreneur who saw the need for an affordable, comprehensive and flexible business management solution what would help companies succeed. He co-founded Officengine to solve this problem.
Sam Rotberg — AS Partners
Sam became a Director of AS Partners in 1991 and has played an integral role in the firm’s ongoing expansion, overseeing growth from a team of six to a practice with a team exceeding thirty. Sam’s clients span many service industries but he has found a niche in the travel industry and the medical/paramedical fields.
Peter Cullen — Core Performance
A thought leader in the accounting software industry, Peter has developed a knack for helping entrepreneurial companies effectively drive increasing revenue and profits. He currently oversees a staff of accounting and IT specialists that select and install leading edge accounting systems and fulfil current clients’ ongoing accounting needs.