Learn how to build your dream firm with the power of cloud-based technology. You'll hear from Geni Whitehouse - CPA and co-founder of her own bookkeeping business and about her own mission to help get better information in the hands of clients. Learn strategies that worked, those that didn't, and how to develop ideas for services and tools you can apply in your own business. Leave this session with a clear path to creating a firm that’s designed for accelerating growth.
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. A certified Mentor Plus Level 5 Consultant, she is also 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 former 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 was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural 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.