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Geni Whitehouse, CPA, CITP, CSPM

Solve Services
Co-Founder
geni@evenanerd.com
(925) 202-1980

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Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, and writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects interesting and she is seldom at a loss for topics.

She is a regular keynote presenter at CPA and Technology conferences around the country and 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 event.

She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry and 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.

About Us: Solve Services combines state of the art online tools with tried and true business processes providing wineries and small family businesses with an outsourced finance department. The team at SOLVE will help you manage bills, invoices, receipts, payments and cash flow while constantly seeking opportunities to improve systems, procedures, and controls.

SOLVE offers different levels of service starting with basic transaction management and moving to decision support through strategic planning and financial forecasting.

Upcoming Live Webinars

FROM EFFICIENCY TO EFFECTIVENESS: REDEFINING THE AP PROCESS IN CONSTRUCTION

Available Date(s)
Friday, December 06, 2019: 2:00PM EST

CostFREE  CPE Credits1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other      

Self-Study CPE Offered

SHARPENING YOUR CONSULTING SKILLS

Date OfferedNovember 8, 2018  CostFREE  Course Length1.0 hour  Subject AreaManagement Services  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

Archived Webinars Offered

INFLUENCING BEHAVIOR: HOW TO DRIVE CHANGE BOTH OUTSIDE AND INSIDE YOUR FIRM

Date RecordedJuly 16, 2019  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other    

UNIQUE CHALLENGES OF GROWING BUSINESSES: LIFE AFTER SMALL BUSINESS ACCOUNTING

Date RecordedDecember 21, 2018  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other    

END OF YEAR MARKETING KPIS: EVALUATE HOW SUCCESSFUL 2018 REALLY WAS

Date RecordedDecember 17, 2018  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

EXPAND YOUR PRACTICE WITH CLIENT ADVISORY SERVICES THAT WORK

Date RecordedAugust 7, 2018  CostFREE  Course Length1.0 hour  Subject AreaManagement Services  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

DEVELOPING A CULTURE OF INNOVATION

Date RecordedJanuary 22, 2018  CostFREE  Course Length1.0 hour  Subject AreaPersonal Development  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm    

JOINING FORCES TO IMPROVE SMALL BUSINESS PAYROLL PROCESSING

Date RecordedJanuary 19, 2018  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

A CASE STUDY IN OUTSOURCED FIRM TECHNOLOGY

Date RecordedDecember 6, 2017  CostFREE  Course Length1.0 hour  Subject AreaInformation Technology  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other    

CLOUD OVERLOAD! WHY DESKTOP APPS ARE STILL PREFERRED FOR ACCOUNTANTS

Date RecordedNovember 13, 2017  CostFREE  Course Length1.0 hour  Subject AreaInformation Technology  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other    

TOP 3 ACTIONABLE TIPS TO GROW YOUR PRACTICE

Date RecordedNovember 6, 2017  CostFREE  Course Length1.0 hour  Subject AreaPractice Management (Management Advisory Services)  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other    

RAISING YOUR VALUE THROUGH INCREASED CLIENT ENGAGEMENT

Date RecordedSeptember 25, 2017  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

EXTENDING THE CLOUD ACROSS INTERNATIONAL BORDERS

Date RecordedAugust 11, 2017  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm    

THE MISSING LINK: WHAT YOUR CLIENTS DON'T KNOW ABOUT INTERNATIONAL PAYMENTS

Date RecordedMay 3, 2017  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm    

HOW TO BUILD YOUR DREAM FIRM IN THE CLOUD

Date RecordedJanuary 25, 2017  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

SOLVE YOUR CLIENTS' THREE BIGGEST HEADACHES USING TSHEETS + XERO

Date RecordedSeptember 9, 2016  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, Other, Small Business Owner    

TARGETED SERVICES - HOW TO HIT THE BULLSEYE FOR YOUR CLIENTS

Date RecordedJuly 13, 2016  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other