Meet our speakers
Adam Markowitz
Vice President
Adam became an IRS-licensed enrolled agent in 2018. In spite of the fact that he has no formal training in the field, Adam has proudly assumed the torch from his father at Howard L Markowitz PA CPA. He has expanded the footprint of the business from a mostly bookkeeping and tax service to one that services clients in other fields such as payroll, business formation and studies on business acquisitions and sales.
Alicyn McLeod
Owner
Alicyn McLeod is a CPA CFP® with 20+ years of tax experience. She is a Georgia native and a graduate of Augusta University where she earned a Bachelors in Business Administration in Accounting and a Masters of Business Administration. Alicyn resides in the metro Atlanta area and is an active member of her local community and the financial services community through local and national groups. She enjoys reading, being outdoors, and is YTT-200 certified.
Amber Gray-Fenner
Owner
Amber is the owner of Tax Therapy, LLC in Albuquerque, New Mexico. She is an Enrolled Agent and a non-attorney member of the bar of the U.S. Tax Court. In addition to being a practicing taxpro, Amber is a contributing writer for ThinkOutsideTheTaxBox.com and Forbes.com. In 2020 and 2021 Amber was selected as one of the Top 100 Must Follow Tax Twitter Accounts.
Andrew Wall
Managing Partner
Andrew is a Chartered Professional Accountant and Certified Management Accountant with over 20 years in accounting and IT development. He is the managing partner at CPA4it.ca a cloud based accounting firm focused on helping small businesses organize their finances, create wealth and transform wealth into a legacy. Andrew is a global thought leader and has been recognized as the top 100 Accounting influencers (Avalara.com).
Astrid Daniela Galvez
Enrolled Agent
I began my career in the auto finance industry. After leaving my corporate job of 10+ years in 2012, I decided to launch my own accounting firm in 2013 with the help and support of my two sisters. Accounting Specialists and Business Solutions, LLC is a bilingual (Spanish and English) bookkeeping and tax practice focused on helping small business owners, self-employed individuals, start-ups and entrepreneurs run their businesses using cloud solutions. I am originally from El Salvador, lived in Los Angeles for 21 years and I currently reside in the beautiful Pacific Northwest. Outside of my work life, I am a Graduate student at Portland State University working to complete a Master of Taxation Degree. I am a runner, hiker, and outdoor enthusiast.
Camari Ellis
Founder
Camari Ellis is a Tax Advisor & Strategist (IRS Enrolled Agent), with over 25 years of experience in the Financial Services & Tax Industry. He graduated from Temple University, majoring in Finance, and loves everything that is taxes, business, stock market, and wealth creation.
Crystal Wheeler, EA
Tax Manager
Crystal grew up around her family's tax preparation business, and has been a tax preparer since 2001. She became an enrolled agent in 2015. She is passionate about using inclusive language in tax preparation and everyday life.
Dave Sellick
Founder
• Ex-PwC, with over 5 years of experience working as a no.1 in Finance at various startups & founder-owned businesses • Founded accounting practice & consultancy, Sidgrove, in 2019 to serve startups and founder-owned businesses; this has extended to providing consultancy to other accounting firms • Speaker & writer on subjects such as workflow, tech & advisory in the UK SME accounting space • Recent Le Wagon London Fullstack Coding BootCamp Graduate • Strongly influenced by experiences as a DJ (of 20 years) and a Qualified Yoga Instructor
Denise C. Yelvington, CPA
Partner
Denise C. Yelvington, CPA is a partner at Sheffield Advisors and is a graduate of Florida State University. She has been working as a tax professional for over 20 years. She is a licensed CPA in Massachusetts and Florida. She serves on the board of two local nonprofits helping people with disabilities. Denise is passionate about the need to permanently move National Tax Day and has written several articles on the topic.
Ericka S Williams
Founder
Ericka S. Williams, EA, NTPIF, and founder of Trinity Global Financial Group, PLLC in Tallahassee, FL. Her practice provides bookkeeping, QuickBooks Training Courses, tax preparation and IRS representation services. She has over 16 years of experience in IRS audits, appeals, installment agreements, innocent spouse cases, Offer in Compromise, and Liens and Levy removals. She also teaches individual and corporate taxation at Florida A & M University.
George Dandridge Jr., EA, CTC, NTPIF
President & Founder
George Dandridge, Jr is an Enrolled Agent, National Tax Practitioner Institute Fellow and Founder and President of Dandridge Investment Group, which parents Elite 8 Tax and Financial Services, Elite Tax Pro Solutions, and BIOM Publishing. George belongs to the National Association Of Enrolled Agents where he serves on the Diversity Equity & Inclusion Committee. George also belongs to the American Bar Association, The Texas Society of Enrolled Agents, American Society of Tax Problem Solvers, American Institute of Certified Tax Planners, National Society of Tax Professionals, National Association of Cannabis Accounting and Tax Professionals, and is a Certified Tax Coach, Certified Crypto Tax Expert and QuickBooks ProAdvisor. Additionally, George hosts the global entrepreneur podcast BOSS Talk Radio and is a nationally recognized speaker and subject matter expert.
Jason Staats
Firm Owner + Creator
Jason runs a tax & accounting firm in Oregon, along with an online community for firm owners, Realize. In 2020 he began producing video content for firm owners on YouTube, and has produced commercials for companies like LinkedIn and Zapier. When he isn't accounting, shooting or tweeting, he's spending time with his wife & three kids.
Jessica Goedtel
Planner & Owner
Jessica Goedtel is the founder of Pavilion Financial Planning, a virtual financial planning firm helping tech workers and sex workers make the most of their money. She launched her solo firm in 2021 after working for 9 years at several financial advisory firms. She prepared taxes at most of her prior employers and for some reason continues to stay in taxes willingly.
Jessica Smith
Co-Founder
Jessica is an Enrolled Agent with over a decade of experience saving taxpayers $10k or more in taxes every year. She turned to automations to better manage her growing practice and enhance her client experience. After designing workflows that gave her the time, freedom, and flexibility to create her dream life, Jessica reached a six-figure income working just 30 hours a week - during tax season! Other tax pros took notice - and WorkFlows for Tax Pros was born.
Joyce M. Washington, CPA
Founder + CEO
Joyce M. Washington is a business consultant and virtual CFO who helps small business owners earn more money, keep more of their profits and create long term growth through savvy money management. She is the founder + CEO of Common Cents Consulting, a licensed Certified Public Accountant, holds a bachelor's degree in Accounting and is a certified advisor for Xero Accounting, Hubdoc and Gusto Payroll.
Kate Josephine Johnson
Founder and Chief Hustler
Kate Josephine Johnson owns Heritage Business Services, LLC, a virtual bookkeeping firm serving small business clients all over the United States. She can also be found helping other accounting professionals build a virtual accounting career they love inside her Bookkeeping Side Hustle Community. She is a very proud Texan, Baylor Bear, and Navy wife. Her hair fits her personality. She is a morning person. Big time. She gets more done before 7:00 am (when her kids are allowed out of their room) than some people get done all day long! As far as credentials go, she holds an MBA from the Yale School of Management and a BA in Economics from Baylor University. In 2020 she was recognized as a Top 50 Women In Accounting.
Keila Hill-Trawick
Founder + CEO
Keila Hill-Trawick helps small businesses thrive through her transparent, easy-to-understand approach to accounting as the Founder + CEO of Little Fish Accounting. By asking the right questions, taking a clear look at financial standing, and reaching out to the right resources, entrepreneurs can succeed in the small business community. Little Fish assists in that effort by advising entrepreneurs who want to keep their small businesses small. She and her team guide these small business owners in reaching their financial goals to build and grow the businesses of their dreams. In addition, Keila educates the community through the informative Fish Food podcast, interviews with media organizations like NPR, and engaging workshops.
Kellie Parks, CPB
Cloud Process Creator
Kellie crafts processes for future thinking accounting professionals who believe in the mightiness of online technology. She wants every accounting professional to love running a cloud-based business as much as she does. The key to loving it is effective best practices, consistent communications and efficient processes, systems & workflows. She has dozens of pre-built templates to take the pain of creating optimization in your firm off your plate.
Kesha Harris
Owner/Enrolled Agent
Ms. Harris is the owner of The Resilient Tax Group, a boutique tax resolution company that specialized in IRS collection and representation. Her services include offer in compromises, audit reconsideration, and installment agreements. She is the Immediate Past President of the Florida Society of Enrolled Agents and sits on the Governance and Bylaws Committee for the National Association of Enrolled Agents. Ms. Harris brings over 23 years of tax experience to every client she represents.
Kesha JonTae
Tax Strategist
Kesha is a CPA, Enrolled Agent, and Certified Tax Coach. She’s has over 13 years experience in the tax industry working with small businesses. She founded The Millennial Taxpert in 2019, where she helps small business owners reduce their tax bills through proactive tax reduction strategies.
Kristen Keats
Owner
Kristen Keats, CPA is a community leader with over twenty years of experience serving small businesses and self-employed clients. Kristen has worked for both large and small firms over the course of her career. She has also served in industry positions. In addition to her work as a CPA, is the proud founder of Breakaway Bookkeeping + Advising, an innovative small business advisory firm focusing on technology and community, and Cadencia, a one-of-a-kind near shore staffing firm in Guadaljara, Mexico.
Logan Graf, CPA
CPA
Logan started his virtual CPA firm in 2020 after buying a book of clients for a previous employer. Since day one, The Graf Tax Co. PLLC has been a virtual firm servicing small business owners and individuals in Texas. Logan has recently started a YouTube channel to create tax related content for clients, the general public, and other accountants.
LuSundra Everett, EA, CTC, NTPI Fellow
Principal Owner
LuSundra is an Enrolled Agent, the highest certification awarded by the IRS. She is a member of the National Association of Enrolled Agents (NAEA), and is a member of the Board of Directors for the Virginia Society of Enrolled Agents. She is a Fellow of National Tax Practice Institute. LuSundra earned the 2022 Emerging Leader Award for NAEA. She is the principal owner of Everett Tax Solutions which specializes in tax preparation and planning for home and small business, military, and cryptocurrency clients. She recently launched ETS Tax Relief, a virtual firm focused specifically on tax relief and representing clients with the IRS.
Manasa Nadig
Owner-Founder
I am an Enrolled Agent based in South-East Michigan, licensed to practice and represent clients with the Internal Revenue Service. I work with high-net-worth individuals and small businesses. My niche is in the area of foreign tax reporting, compliance as well as cross-border operations for small businesses and individuals who are US citizens, Green Card holders or on various visas; and pre & post immigration planning for those coming to or leaving the United States. My firm works with clients all over the world and I am striving towards becoming completely virtual in my operations, I am currently hybrid.
Melanie Willis, EA
Founder
I am an Enrolled Agent and Advanced QuickBooks ProAdvisor for online and desktop versions of QuickBooks. With over 20 years of experience in working with small businesses in a variety of industries, I provide bookkeeping, tax, and advisory services. I also work with businesses that want to consolidate and streamline their accounting technology ecosystem using applications in the Intuit family.
Mike Moïse
Managing Consultant
A CPA by training, Mike is a consultant and advisor with a decade of experience serving companies of all stages in various industries. Hailing from New England, Mike is passionate about people and problem solving. Mike currently provides advisory services to startups in the biotech and tech industries - working with companies that often don't have a ""playbook"" or finance team. His mantra - Lead With Value.
Mike Sylvester, CPA
Managing Partner
I run a CPA firm in Fort Wayne Indiana. There are nine of us. I love talking to people about their firms and giving people advice.
Nakeisha Jones
CEO, MAFM
Nakeisha Jones graduated from Georgia Southern University in 2005 with a Bachelor of Business Administration degree in Finance. She received her Masters in Accounting and Financial Management from DeVry - Keller School of Management in 2012. Since then she has worked with several global organizations handling from $2 million to $25 million dollar budgets. Even with a corporate background, she remains true to her love of helping the small business and family get their finances in order. Hence, the birth of Premier Business Solutions - a boutique firm specializing in providing accounting and financial solutions for businesses as well as families.
Nayo Carter-Gray, EA
Founder + CEO
“Making Accounting a Little Less Taxing”® is Nayo Carter-Gray’s goal as owner and founder of 1st Step Accounting, a virtual accounting practice located in Baltimore, MD. Nayo is an Enrolled Agent, a Gusto Ambassador, and a QuickBooks Online Advanced Certified Pro-Advisor. She was also named one of the Top 50 Women in Accounting and Forbes Top 100 Tax Twitter accounts to follow two years in a row.
Nicole Davis, CPA
CEO
Nicole (Butler) Davis is the founder and CEO at Butler-Davis Tax & Accounting, LLC. Nicole brings almost two decades of experience in accounting, tax, financial management and advisory services. Nicole is a member of the American Institute of CPAs, the Georgia Society of CPAs, and the National Association of Tax Professionals (NATP). She has also been named as a must follow #TaxTwitter account for 2021 and 2022.
Rebecca Driscoll, CPA
Founder
Rebecca is a certified public accountant with a Masters of Accountancy from the University of South Florida. She founded Conscious Accounting in 2016, after moving to Florida to escape the New England winters. She now resides in Virginia and loves hiking in the mountains with her husband, Tom, playing with her baby boy, Benjie, and accounting, of course!
Sabrina Cook, CPA
President
Sabrina Cook began her career with a Big 4 firm in the Multistate Tax department. She then moved to a smaller firm, and after over a decade of working with small businesses and high net worth individuals, she started her own firm in 2018. She lives in Hickory, NC with her 10-year-old daughter Josie, a dachshund named Turbo, and a cat named Muffin.
Safietou D. Russell, CPA, EA, MST
Founder & CEO
Hello! Thanks for stopping by. I’m Safietou D. Russell, CPA, EA, MST, founder of SDR Consulting Inc. My friends and family call me Safie. I’m a Certified Public Accountant and IRS Enrolled Agent serving clients across the U.S. I developed a passion for accounting in High School while taking my first bookkeeping course. In addition to obtaining my CPA and EA licenses, I am also a certified QuickBooks ProAdvisor. SDR Consulting Inc. is a virtual firm based in Valley Stream, NY specializing in Tax and Accounting Services for Small Business Owners and Mental Health Professionals.
Sherrell T. Martin
CEO
Sherrell T Martin is the founder, CEO and tech-savvy cloud accountant at Nitram Financial Solutions, an award-winning financial management and consulting practice. She supports design-build business owners with managing the financial health of their businesses. Using accounting, bookkeeping and consulting she helps her clients find the money leaks, increase their cash flow and maximize their profits. She is the founder of Rock the Books Online™, a Goldman Sachs alum, an Advanced Certified QuickBooks Pro-advisor, Top 50 Cloud Accountant by Hubdoc and a member of the Intuit Trainer/Writer Network.
Tyrone Gregory
Founder
Hello Family! My name is Tyrone Gregory, The Self-Employed Tax Guy and your new Favorite Uncle/Cousin! I am a husband to one, father of three, and owner of The Self-Employed Tax Company. My mission is simple... to help minority entrepreneurs become successfully self-employed by showing teaching them the business side of doing business.
Vic Bava
CPA
I’m a CPA & a developer, and have had my own firm for 6 years. I’m a contrarian and like to think outside of the normal “box."