Webinar: How Automation Helps You Build a More Scalable, Resilient Firm

Sharrin Fuller is the CEO and founder of Glass Wallet and is a managing partner in multiple accounting and financial services businesses including A Simple Office Solution.

She is a prominent thought leader and speaker for fintech, small business, as well as the accounting and bookkeeping profession. She specializes in consulting on business strategy, human capital optimization, partnerships, and entrepreneurship.
After successfully starting, scaling, and selling her accounting and bookkeeping practice, Sharrin developed the Remote Firm Scaling System and Remote Team Roadmap to help accounting firms position themselves for growth and eventual acquisition with maximum productivity from their teams.

Over her nearly two decades in business, Sharrin has also created major partnerships with payroll, timekeeping, and benefits companies. She is an ADP Advisory Board Member and has consulted with many accounting and bookkeeping practices to help them maximize their financial, operational and human resources.

Jordan A. Goldman, CPA, is Founder and Principal at Prime Ledger, where he provides strategic oversight and direction to ensure consistent execution and delivery of client service.

Prime Ledger was created due to a need Jordan saw in the marketplace, to shift business owners and operators into a more modern age, using new technology to create powerful back-office solutions. Jordan’s passion for accounting began at a young age, driven by growing up in a family of entrepreneurs – his grandfather moved to the US at a young and started a successful retail business, and his father has now run that business for over 30 years.

Honing his skills at Ernst & Young and Baker Tilly, Jordan is accustomed to working with business operations of all sizes. Jordan understands what organizations need to be successful and continuously uses his knowledge and experience to help small to mid-sized business owners create lasting wealth and security for their business.

Jill Shalett is founder of JKS Cloud Solutions and has been helping small business owners for the past 17 years. Jill’s solutions are focused on cloud bookkeeping and efficient workflow solutions to get small business owners to spend less time on bill pay and more time focused on their goals, missions, and passions.

Blake Meester serves as the managing shareholder of Meester & Company, Inc. He works with small/medium-sized businesses and their owners leveraging technology to support the accounting and tax functions to thrive in today’s competitive marketplace. Blake has led the internal transformation of the Firm from a traditional “paper everywhere” office to a paperless, technology-driven modern firm.

Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies, The Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.