Held on Thursday, November 10th, 2022, this Accounting Alchemy Network (AAN) Lyceum was focused on Sustainability & Social Equity with special guests Alexis Sadler, Meghan Blair, and Donny Shimamoto! This Lyceum is extra special, because it serves as a warm-up to an in-person panel at this year’s QuickBooks Connect, “Transform tomorrow: sustainability for accountants.”
Moderated by AAN Co-founder Mathew Heggem and featuring the three incredible practitioners mentioned above, Intuit has given us an opportunity to share the wisdom of the AAN community with the accounting industry-at-large. In preparation for this momentous occasion, we wanted to give you a ‘behind the curtain’ look into the topics we’ll be discussing! We’d love it if you could join us to contribute your questions & thoughts to our panel conversation.
MEET OUR GUESTS:
Alexis Sadler, Chief Empowerment Officer for Accounting Therapy Inc., grew up in the world of Intuit and was reconciling her first checking account register as a high school freshman. 25 years later she is now a QuickBooks Solution Provider, Reseller and Certified ProAdvisor and loves to share all her super powers. Through her company, Accounting Therapy, Inc. DBA Rocket Bookkeeping, she and her team of Rocket Bookkeepers have supported hundreds of SMB’s on their QuickBooks adventures. She loves work arounds and saving her customers money. Her focus is to get her customers to not just use QuickBooks, but love it. Her participation in the QuickBooks Online Advanced council was yet another opportunity for her to contribute to the advancement (pun intended) of the QuickBooks Online ecosystem that she loves so much. With the growth Accounting Therapy, Inc. has seen over the last few years Alexis is now growing her Reseller “society” and finding ways to connect with the accounting community.
Learn more about Alexis’ firm here – https://accountingtherapy.com/
Donny Shimamoto, CPA, CITP, CGMA, is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm helping small businesses, middle market organizations, and nonprofits with innovation acceleration, enterprise risk management, and balanced organizational development. Donny has been recognized as a Top Thought Leaders in Public Accounting by CPA Practice Advisor and one of the Top 100 Most Influential People by Accounting Today for many years.
Learn more about Donny’s firm here – https://www.intraprise.us/ and his work here – https://improvetheworld.net/
Meghan Blair-Valero, President at Fogged In Bookkeeping, is a tech geek through and through. A QuickBooks ProAdvisor, and bookkeeping professional with over 20 years of experience, Meg has contributed to articles and news stories for CNN, Forbes Magazine, and various independent news sources related to the world of QuickBooks and small business finance. Her firm, Fogged In Bookkeeping, has received various tech recognition awards as well as awards for their work supporting women in the field of accounting. Her focus on finding the right technology to help a business run at its best has become the cornerstone of the services Fogged In Bookkeeping offers to their clients around the country. Most recently, Meg has been selected as a member of the Intuit Quickbooks Partner Council and Accounting Salon. When Meg isn’t focused on financial books, she can be found reading the other kind of books and advocating for literacy. Meg is a co-founder of the Nantucket Book Festival and 3E Entrepreneur Escapes.
Learn more about Meghan’s work here – https://www.meghanblairvalero.com/