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Joe Aliota CPA lives and works in Madison, Wisconsin. Joe currently works as a senior consultant with Mendelson Consulting Inc, an accounting software implementation and integration firm based in South Florida. As a part-time employee of Porter & Sack CPAs SC in Madison, Joe works almost exclusively with small business clients in the planning for and preparation of business tax returns. In addition to providing accounting software consulting services, Joe is
able to advise clients on business tax issues, including payroll tax and sales tax compliance. Joe has audit, review, and compilation experience. Joe’s public accounting experience began in 1996.
Joe’s father had a fine dining restaurant in a suburb of Milwaukee for over 50 years, which Joe grew up living and working in. Joe owned and operated a fine dining restaurant in Madison with his sister, prior to his accounting career. Along with inventory management expertise with Mendelson Consulting, Joe naturally has considerable expertise with restaurant accounting and restaurant POS systems. Joe is a former controller of a country club in Madison.
Joe has served on several advisory councils to software developers with the Woodard Group. Joe is excited to be presenting at the 2019 Scaling New Heights conference with Mario.
Jonathan has been supporting small business accounting since the 1980s. He got the “bug” to work with small businesses while attending the University of Massachusetts, Amherst where he majored in Accounting and received a minor in Information Technology.
Jonathan became QBDT certified in 2001, diamond level, duel Advanced Certified, and
a member of the Intuit Writers Trainers Network.
Dawn W. Brolin, CPA, CFE
CEO, Powerful Accounting, LLC
Dawn is a Certified Public Accountant, Certified Fraud Examiner, and CEO of Powerful Accounting, LLC. The firm has two locations in Connecticut, one in Windham and one in New Haven. Powerful Accounting is a nationally recognized accounting, tax, forensic and fraud, IRS and State Agency audit professionals as well as a QuickBooks consulting firm.
Recently, Powerful Accounting has partnered with Anderson, Brolin & Coba CPAs, LLC – a powerhouse tax preparation, consulting and wealth management firm where Dawn is a partner. In addition, Powerful Accounting created a sister company, Your Turn, LLC, where they specialize in application consulting and implementation for small businesses.
Dawn’s list of professional accomplishments is extensive and includes working with prestigious companies such as Intuit, TSheets.com, Fundera, MSNBC, and The Woodard Group and many more. Named “Top 25 Most Powerful Women in Accounting” 2012-2017 by CPA Practice Advisor, a “Top 10 Managing Partner Elite – Great Accounting Firm Leader” in 2017 by Accounting Today and selected as a “Top 40 Under 40” by CPA Technology Magazine in 2009. Dawn continues to pursue excellence with the support of her amazing Team at Powerful Accounting.
Known for her hilarious presentation style, Dawn has been featured on MSNBC “Your Business” and has spoken at Intuit’s QuickBooks Connect, Scaling New Heights, Sleeter Conference, TD Bank North locations, Tory Johnson’s Small Business Spark and Hustle Tour, Live Your Legacy Summit, and many more. Her commitment to her continuing education motivates her to learn something new every single day and recently passed the Certified Fraud Examiner exam in the summer of 2017. Her next goal is to earn her Certified Forensic Accountant license in 2018.
Ernest Cook, principal of Better Idea Group aka the Analytical Accountant (http://analyticalaccountant.info ) has been data wrangling and reporting with the most innovative individuals and businesses in Silicon Valley and beyond for over 30 years. Thru his long-term membership in both the Intuit and the Microsoft Partner programs, he created deep knowledge of both QuickBooks data architecture and SQL which is now aimed at helping clients gain knowledge about
their companies that will allow them to be successful.
Ernest’ technical knowledge is highlighted by the many certifications he holds and has come from decades of using QuickBooks, Microsoft SQL Server and other databases, accounting applications and reporting tools.
Ernest’s first opportunity to educate accountants was over 25 years ago when he presented award-winning classes inside Chevron on financial reporting. Since then he has presented sessions for the SBDC (small business development center), Microsoft and many others.
Eric L. Green, ESQ.
Eric is a partner in Green & Sklarz LLC, a boutique tax firm with offices in Connecticut and New York. The focus of Attorney Eric L. Green’s practice is civil and criminal taxpayer representation before the Department of Justice Tax Division, Internal Revenue Service and state Departments of Revenue Services, as well as handling probate matters and estate planning for individuals and business owners and tax planning for closely held businesses. He is a frequent lecturer on tax topics for CCH, the NAEA, the NATP, the ABA Tax Section and the Connecticut Society of CPAs.
Attorney Green has served as adjunct faculty at the University of Connecticut School of Law. He is the author and lecturer of the CCH IRS Representation Certificate Program, and he is a columnist for CCH’s Journal of Practice & Procedure. He is the founder of The New England IRS Representation Conference, and runs Tax Rep LLC, a mastermind group that helps accountants and attorneys build their IRS representation practices.
Mr. Green is a contributing author for Advocating for Low Income Taxpayers: A Clinical Studies Casebook, 3rd Edition, and has also been quoted in USA Today, Consumer Reports, The Wall Street Journal’s Market Watch, TheStreet.com, The Wall Street Journal and CreditCard.com.
Prior to practicing law Attorney Green served as a senior tax consultant for KPMG and Deloitte & Touche.
Attorney Green was the 2010 Nolan Fellow of the American Bar Association and has served as Chair of the American Bar Association’s Closely Held Businesses Tax Committee. Attorney Green is the current Chair of the Executive Committee of the Connecticut Bar Association’s Tax Section. Eric is a Fellow of the American College of Tax Counsel (“ACTC”).
Attorney Green is also a member of the Connecticut, Massachusetts and New York Bar Associations, as well as the American Bar Association. Attorney Green is admitted to practice in Massachusetts, New York and Connecticut Superior Courts, the United States Tax Court, The Federal Court of Claims and the Federal District Court for Connecticut. Attorney Green received his Bachelor of Business Administration degree in Accounting with a minor in International Business from Hofstra University and is an honors graduate from New England School of Law. He earned a Masters of Laws in Taxation (LL.M.) from Boston University School of Law.
Founder & CEO, MAUS Business Systems.
Peter is a bestselling author and creator of a wide range of business tools that have been used in over 60,000 businesses around the world. He is a pioneer and SME thought leader continually innovating and producing simplified management content. Peter successfully built MAUS from a one-man business to a multi-million dollar concern and sold it a multibillion dollar publisher…
… he then re-acquired the business 7 years later. He is a world leader in Exit & Succession planning.
Debra Kilsheimer is a partner with her husband, Harold Hickey in Behind the Scenes Financials, Inc based In Port Orange; FL. Debbie is an Advanced Certified QuickBooks ProAdvisor in both Desktop and Online. She’s been a Top 100 QB ProAdvisor since the program’s inception. In 2015, she was honored as a Top 10 ProAdvisor. Debbie is also a member of the Intuit Trainer/Writer network. Debbie has also
attended every Scaling New Heights! She’s thrilled to be teaching this year.
Debbie’s been in accounting her entire life. Upon graduating from the University of Central Florida, she when to work in a CPA firm – and hated it. There had to be a better way then hourly billing, time tracking and only talking with clients about what DID happen v what COULD happen. Consequently, she left the profession for 20 years. When the technology caught up to her vision, she went back into accounting and now runs her accounting firm as she wants!
Debbie is excited to share with you how you too can have the firm of your dreams.
Laura Madeira is the owner of ACS, Inc., an Intuit Premier Reseller located in the greater Dallas, Texas, area. She has earned the recognition of being included in the Top 10 and Top 100 QuickBooks ProAdvisors for multiple years. She is one of the original members of the elite Intuit Trainer/Writer Network. She has also been a guest speaker for Intuit for many years. She has authored several books about QuickBooks. Laura is an Advanced QuickBooks Certified, Advanced QuickBooks
Online Certified, Enterprise and Point of Sale Certified.
Mike Milan has over 20 years of sales and entrepreneurship experience. He teaches at the most prestigious graduate schools of banking in America and is a sought after speaker on the topic of small business.
He has translated innovative ideas into multi-million dollar businesses.
Mike has built several successful ventures from the ground up. He built and sold Blazing Star Staffing, a Midwest regional hotel staffing company and Bottoms Up Brewhouse. He also owned two service businesses in the St. Louis area.
Mike is a former Missouri State Trooper. He earned his MBA from Baylor University.
William “Murph” Murphy
William ‘Bill’ Murphy, known to most people as “Murph”, is an Advanced Certified QuickBooks ProAdvisor, who has been helping businesses get the most from QuickBooks since the day it was first introduced as DOS software in the fall of 1990. His firm, RRR, Ltd., specializes in the installation, networking, use, training and
problem resolution for QuickBooks and other Intuit software.
When QuickBooks migrated from C-index, Murph began his education in Sybase. Since that time, he has become one of the leading experts on the QuickBooks database and regularly analyzes more than 200 QBW files per year for data corruption. Murph’s firm also supports more than 100 third-party products that integrate with QuickBooks, and engineers Microsoft networks for many of their clients. RRR, Ltd. currently has more than 700 QuickBooks clients in 9 states, as well as countless data clients across the country and in three foreign countries.
Murph is Oklahoma’s only Intuit VIP member. He has more than 30 years of financial & teaching experience, and holds multiple degrees from the University of Central Oklahoma. He serves as an Adjunct Professor for the Professional Development Institute at Oklahoma City Community College where he has taught QuickBooks and other business software.
Murph served as contributing technical editor for “Business Analysis with QuickBooks” published by Wiley in 2010; he also contributed to Laura Madeira’s “QuickBooks In-depth” series published by Que in 2012 thru 2014, and has served as Sr. Editor and lead author for Insightful Accountant since its inception in 2013.
Tommy Stephens, CPA.CITP, CGMA
Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. Upon graduation, Mr. Stephens began working for an Atlanta-based public accounting firm. After earning his designation as a Certified Public Accountant, Mr. Stephens worked for BellSouth Corporation in Atlanta as an Internal Auditor. After two years as an auditor, he was promoted to Staff Manager and then Operations Manager of the Internal Audit Group. In 1991, he transferred to the Comptrollers’ department of
BellSouth and served as Manager of the Cost Accounting organization. While working full-time at BellSouth Corporation, Mr. Stephens also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992.
Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. As part of his practice, he developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past seventeen years, Mr. Stephens has presented in excess of 1,350 educational sessions to over 40,000 participants nationwide.
Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, Mr. Stephens enjoys an active personal life as well. He and Michelle — his wife of twenty-six years — have two children. His hobbies include snow skiing, fishing, and running. Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.
Geni divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley and writing, speaking, and tweeting about what some might consider nerdy subjects. She is a co-founder of Solve Services, which provides remote bookkeeping services to companies in the wine industry. As a former partner in a CPA firm, two-time software company executive, and recent CMO of a tech startup, she has a passion for applying
technology to solving business problems. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. She is a member of the TEDxNapaValley organizing committee and was the first speaker at their first TEDx event in 2011. Geni is the author of “How to Make a Boring Subject Interesting : 52 ways even a nerd can be heard” which is available on Amazon.com.
Mark Wickersham – Chartered Accountant, public speaker and #1 best-selling author – is known as the most sought-after profit improvement expert in the accounting community. Mark is also a widely published author on practice issues. In May 2011 his book, “Effective Pricing for Accountants”, was a number 1 Amazon bestseller. Mark has over 100 recommendations from accountants on LinkedIn: CONNECT with him on LinkedIn to get access to free
resources he has created for accountants in practice.
As an author, consultant, and national speaker, Joe has trained over 150,000 accounting professionals in areas of small business coaching, practice development, changing technology trends, and how to maximize the use of technology in their practices. Joe regularly publishes articles for AccountingWEB and Insightful Accountant, and Joe has been featured repeatedly in Accounting Today in articles, podcast/video interviews.
Joe is the CEO of Woodard Events, LLC. In 2012, and 2014-2018, Joe was recognized by Accounting Today as one of the Top 100 Influencers within the Accounting Profession.
Catalyst, Advisor Empowerment at WoodardTM