GROUPS

Are you ready for the most in-depth training for accountants, bookkeepers, and CPAs?

Woodard Groups allow accounting professionals and other small business advisors to interact throughout the year at a local level, leading to the development of high impact, long-term professional relationships. In addition to networking opportunities, the local meetings offer in-depth training and the opportunity to cross refer services.

Woodard Groups foster deep, long-term peer relationships between small business advisors and small business owners. By interacting through the year – and at a local level – the professional relationships our members build in local groups are unique and highly dynamic.

Southern Oklahoma Woodard Group

Group Leader:

Karen Mora

Group Co-Leader:

Chery Cerise

Meeting Frequency:

Monthly

Meeting Location:

115 S. La Cumbre Lane Suite  100

Santa Barbara, CA 93105

Karen: Karen is the Visionary and CEO of two sister companies, Accountability Plus, Inc., and Payroll Vault Santa Barbara. Her bookkeeping and payroll experience spans over 20 years, including 10 years with a Silicon Valley commercial real estate office, and five years working for two Santa Barbara CPA firms.

Karen and her  husband OV grew Accountability Plus, the first business, from a 2-person operation working out of a small apartment in Santa Barbara, to a company of over 25 employees that serves over 300 bookkeeping, payroll, and executive administrative service clients. In 2018, they purchased the payroll franchise Payroll Vault, focused on the small to medium-sized business, the perfect complement to the services of Accountability Plus specializing in helping clients achieve their financial objectives by providing exceptional bookkeeping, payroll, and business solution services.

Chery: Chery is pleased to bring Accountability Plus her leadership expertise in business management and HR, honed in the private and nonprofit sectors. She holds an MBA in Management & Strategy and a BS in HR Management. She is a certified HR Professional [SHRM & HRCI] in both federal and state employment law. In her free time, Chery enjoys spending time with family and friends, adventuring on her road bike, and exploring and embracing the world and its cultural diversity.

Contact this Group’s Leader

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Group Leader:

Wendy Kelley

Meeting Frequency:

Monthly

Meeting Location:

Contact Wendy

Welcome to the Southern Oklahoma Woodard Group! Our goal is to provide a fun and positive
environment where local QuickBooks ProAdvisors and other accounting professionals can network,
share ideas and learn from each other. We meet at 6pm on the third Wednesday of each month for 90
minutes. Each meeting includes practice development discussions, technical education, and networking.
Please join us. Visitors are always welcome!

Wendy has been helping businesses with their bookkeeping and payroll needs for over 20 years. Her
experience with QuickBooks began with the implementation of the very first release for her own family
business. She has continued using QuickBooks over the years, gaining first-hand knowledge of the
changes and improvements. Her experience is unsurpassed!

Having a solid knowledge and understanding of QuickBooks is very important to Wendy. She feels this is
the best way she can help her clients. She regularly participates in training and certification programs. In
2007, she earned her first certification with the QuickBooks ProAdvisor program and has maintained
Advanced Certification since 2009.  She also attends conferences and webinars so that she can keep
abreast of the latest changes and improvements.
Wendy is not only passionate about using her experience and knowledge to help business owners find
the perfect solution for their bookkeeping and payroll needs, but she is also passionate about sharing
her knowledge and experience with fellow accounting professionals so they, too, can find success.

If you’d like help joining a group or finding one close to your location, please let us know.

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