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Work Background
SuiteAdviseFounder & Principal
Mar. 2024Independent, Vendor-agnostic ERP Advisory and Selection
ZanovoyDirector of Professional Services
Mar. 2023 - Mar. 2024Dallas-Fort Worth Metroplex
Blu BanyanDirector of CoreSuccess
Jun. 2022 - Mar. 2023Dallas-Fort Worth Metroplex
GSI, Inc.SuiteCare Practice Manager
May. 2022 - May. 2022Dallas-Fort Worth Metroplex
GSI, Inc.SuiteCare Senior Manager
Jul. 2021 - Apr. 2022Dallas, Texas, United States
NetSuiteSenior Principal Consultant -
Feb. 2019 - Apr. 2021Dallas/Fort Worth AreaLead Functional Consultant and Customer Success Manager in the Customer Success (ACS) practice, specializing in the Retail, Wholesale Distribution, and Social Impact client verticals. We deliver professional services in the white space between system go-live and full adoption - our primary purpose is to drive customer satisfaction and full adoption by means of remediation support, performance and scalability, business and solution optimization, platform and environment architecture, and learning services. We live by the principle “seek first to understand, then to be understood."
XeroSenior Account Manager
Jul. 2017 - Feb. 2019Dallas/Fort Worth AreaTrusted strategic advisor, thought leader, and change management expert in my local community for accountants and advisors as they navigate taking their practices into the cloud. Local Influencer and industry expert in the cloud accounting and technology space, not just with Xero. In order to accomplish this, I must: Initiate honest communication and authentic engagements with community accounting professionals. Be involved with local and regional professional societies to add value to their members in the accounting technology sphere. Organize and execute local thought leadership events on technology trends in the accounting industry. Effectively demonstrate and articulate the value of Xero's partner platform and ecosystem. Develop and nurture positive and profitable relationships with current and prospective Xero partners. Build collaborative project plans for migration of existing desktop client base to the cloud, profitably. Drive incremental profitability in current partners by deploying my experience in small-medium accounting practice, proposing relevant and effective suggestions for operational excellence, and leveraging our partner program benefits to develop and fund cooperative marketing outreach campaigns. Be the “noisiest” cloud accounting platform evangelist in my local community.
NetSuitePrincipal Consultant
Nov. 2016 - Jul. 2017Dallas/Fort Worth Area• NetSuite Implementation Consultant
• Services/AMP Vertical
• ERP
KepnerCPADirector of Consulting
Mar. 2016 - Oct. 2016Dallas/Fort Worth AreaI was responsible for initiating the automation and streamlining of workflow and billing activities, moving the firm away from the billable hour towards a fixed-fee and/or value-based pricing, as well as implementing a 100% cloud driven technology stack. Ultimately, I found that philosophical differences are insurmountable in the short-term, and the speed of innovation and automation in the accounting profession would outrun my window to win hearts and minds. It was with this realization that I spread my entrepreneurial wings and started ABetterCPA.com.
CS3 TechnologyERP Application Consultant
Jul. 2014 - Mar. 2016Dallas, TexasI am focused on developing and supporting the Sage 100 ERP consulting practice, including all phases of implementation as well as post-implementation support. I also conduct business process and data analytics as routine steps in scope of implementation projects and in stand-alone consulting engagements. Roles and Responsibilities: - Provide consulting to SMB clients with a holistic approach - focused on business need and appropriateness as well as technical aspects of application implementation
- Assume project management functions to meet time and budget goals and drive toward excellence in plan implementation
- Navigate environment and organizational challenges to ensure timeliness and project goals are exceeded
- Manage third-party vendor and application integration to ensure business processes are carried out unimpeded during and through new application deployment
- Lead projects that are heavily data driven for both internal and external stakeholders, relying on my analytical and database skills
- Networking and business development for our practice group through involvement in local professional organizations Highlights: - Awarded Employee of the Month twice during first year of tenure
- Lead consultant on a high-revenue, time-critical implementation; project delivered on-time and within budget
- Handled two simultaneous system outages with zero loss of data integrity and system restoration within 36 hours
- Lead consultant on extensive data modeling project at the center of FY2016 expansion and marketing plan
Kepner and CompanySenior Accountant
Jun. 2013 - Jul. 2014Dallas/Fort Worth AreaI performed a wide variety of business consulting, accounting, and tax services for small to medium sized businesses. I also handled the business development activities for a diverse group of boutique services for our clients such as fraud investigation, SSAE 16 (formerly SAS 70) audits, and organizational change management.
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