Geni Whitehouse, CPA, CITP, CSPM

The Impactful Advisor


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

She is a regular keynote presenter at CPA and Technology conferences around the country. 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. In addition, 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. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on

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About Us:

Accountants and bookkeepers everywhere have been told the same thing over and over:

In order to be relevant in the future of the industry, you must become a trusted advisor.

Every firm owner has the same simple question: How?

I believe the answer is all about the client relationship. An Impactful Advisor approaches all clients with a deep curiosity and appreciation for the uniqueness of their business. After advising clients for more than 20 years, I know the Level 5 training program is the best way to learn this technique. The course equips ambitious accounting professionals with the guidance, tools, and resources they need to own their advisory value and positively impact the lives of their clients, as well as their own.