I'm a CPA specializing in accounting technology and co-host of 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 so listeners can earn continuing professional education credits for listening to my shows and many more accounting and tax podcasts. Create your free account here!
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Biography
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. We leveraged cloud accounting and online project collaboration tools to provide our clients 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 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. After FloQast, I served as 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.
Now, I’m running my own startup, Earmark, an app that helps CPAs, CMAs, and EAs earn continuing professional education credits anytime, anywhere. We aim to make convenient, high-quality CPE available to all accounting and tax professionals. Create your free account here!
I earned my bachelor’s degree at Northwestern University, where I majored in cello performance. I got my accounting credits to become a CPA at UCLA.
Ever had a client say "I never got the email" about their tax return? Tired of chasing clients for signatures and document approvals? Learn how to cure this headache with SafeSend’s first CPE course on Earmark.