Insightful Accountant Announces Inaugural Advisory Panel

From the Publisher

We are excited to announce the members of Insightful Accountant’s inaugural Advisor Panel. The members, listed below, have agreed to serve on the panel for terms of 12 or 18 months. The primary purpose of the panel is to help us stay in touch with the audience we serve and to continue to provide the content you want. The panel members will also be instrumental in helping us shape the future of Insightful Accountant by identifying areas of improvement, new opportunities and being a collective sounding board for us as we explore what is next for our business.

We would like to say thank you, in advance, to the panel members for their interest and commitment to helping us continue to improve Insightful Accountant.

Anita Robinson

Anita Robinson of Synergy Tax & Accounting Inc has been in the accounting and tax preparation business for more than 25 years.

Enrolled Agent since 1996, an Advanced Certified QuickBooks ProAdvisor since 2007, Anita has been a member of Intuit's Advisor & Customer Council and has served as a Writing Committee Member for the Oregon Licensed Tax Consultants, Oregon Licensed Tax Preparers, as well as, the Enrolled Agents Exam.  Anita has taught tax classes for several local and nationwide organizations.

Emma Fabbro

FCPA, Registered Tax Agent, Small Business Champion, Trainer.

Emma of Fusion Accountants is a distinguished financial professional dedicated to simplifying complexities for small and micro business. As a registered tax agent, Emma specialises in empowering small business by providing personalised accounting and taxation solutions. With a career marked by excellence, Emma is a trusted advisor, educator and mentor.  Her commitment to continuous learning and client satisfaction reflects a passion for clarity in finance.  Beyond numbers, she brings a well rounded perspective, making Emma a beacon of expertise for businesses navigating their financial landscapes and the ever changing world of accounting, taxation, GST, cashflow and more.

Laura Redmond

Laura Redmond is founder of Redmond Accounting Inc, a boutique cloud accounting firm in Silicon Valley that was awarded Intuit's 2015 Top 20 Firm of the Future and a top 10 ProAdvisor for 'Leading QuickBooks Online Practice.' Her firm is based around QuickBooks Online and its ecosystem of apps. She also co-authors Intuit's QuickBooks Online training and certification programs for accounting professionals. She is a regular speaker at national accounting technology conferences and member of Intuit's esteemed Trainer/Writer Network. She joined forces with industry colleagues to co-create Aero Workflow app for accounting firms, in order to manage their service delivery with staff, performing recurring tasks for multiple clients

Nancy McClelland

CPA Consultant & Owner, The Dancing Accountant

Top 100 ProAdvisor | Top 50 Women In Accounting | Award-Winning Blogger

With her CPA firm The Dancing Accountant, Nancy has been on a lifelong mission to support small businesses and their communities – as well as educate the professionals who serve them. Known for her fun, personal and direct style, it’s no surprise she insists that the future of accounting is built on relationships.

Named one of the Top 100 ProAdvisors by Insightful Accountant, as well as one of Ignition’s Top 50 Women in Accounting, she writes an award-winning blog with insights and resources for business-owners and accounting professionals, and is an engaging speaker… and yes, dancer!

Paul Slaney

Paul is the owner of Accessible Small Business Solutions, a remote firm with a focus on advisory services at the CFO and Controller level. He is Advanced Certified with QuickBooks Online and also certified with QuickBooks Enterprise. He has implemented numerous enterprise products within a variety of industries.   He has over 28 years of experience in both financial management and operations management.   Specializing in operations and control Paul has helped many companies increase their efficiencies through process improvement.  He has solid experience with both domestic and international companies within the private equity sector.

Paul's leadership extends to team development, where he has motivated, trained, and mentored accounting staff to achieve top-level performance. He leads by example and thoroughly enjoys transferring his accounting skills as a teacher.  He holds a Bachelor of Science degree in accounting from the University of North Carolina – Wilmington, an MBA from Boston University, and is a licensed Certified Public Bookkeeper.  He lives in Massachusetts with his wife JoAnn, his German Shepard Lady Bear, and Angie the wonder-cat.  On his off days he enjoys hunting, fishing, and increasing his longevity through working out. Paul is proud to have served in the United States Army for 14 years as a Paratrooper, a Green Beret, and he is a Desert Storm veteran

Samantha Hallburn

Sam Hallburn is founder and CEO of Simplified Accounting Management and PBS Accounting and Tax Solutions. With nearly a decade of entrepreneurial experience in the financial sector and a comprehensive background spanning over 20 years in finance, marketing, HR, and sales, Sam brings a wealth of expertise to her clients.and has earned a stellar reputation for her strategic insights and dedication to client success. Her roles underscore her commitment to empowering business owners on their journey towards growth and prosperity. Sam's accolades, including her alumni status with the Intuit Accountant Council, advisory board membership with Insightful Accountant, and her active involvement as a board member of Bozeman Professional Women Organization and the Woodard Writers Coalition, attest to her unwavering dedication and leadership in the industry. Awarded Top 25 Up-and-Coming ProAdvisors in 2023 and nominated for the 2023 Ignition Top 50 Women in Accounting, Sam's passion for excellence and innovation continue to fuel her drive to help others succeed.

Sandy Petty

Sandy Petty is a trusted advisor to company presidents and is known for her ability to build financial infrastructures and high-performing teams. She brings over 30 years of accounting and finance experience, having served companies in every growth stage: from startups to companies experiencing exponential growth, to fortune companies. She is a Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA), and is an Advanced Certified QuickBooks Online ProAdvisor. She is also certified in Human Resources with her SHRM-CP and PHR.

Sandy is the Chief Financial Officer and Managing Partner of Executive Financial Partners, LLC, a virtual boutique accounting firm primarily serving women-owned businesses with revenues in the $1M-$5M range.

Sheri Radler

Sheri Radler is a seasoned professional and heads R Accounting Group, a firm specializing in Client Accounting Services (CAS). With a diverse background in accounting and organizational management, Sheri has collaborated with businesses ranging from startups to publicly traded global entities, accumulating a wealth of experience and expertise along the way.

Sheri's dedication to excellence has earned her recognition in her field, and she currently serves as a member of the QuickBooks Partner Council. Her commitment to the industry has also been acknowledged, with Insightful Accountants honoring her as a Top Up-and-Coming ProAdvisor.

Beyond her professional endeavors, Sheri actively contributes to her community as a trainer within the QB Express Seminar system. Moreover, as a firm believer in advancing financial literacy education, Sheri is an active participant in her local (Louisville) Small Business Development Center (SBDC).

At R Accounting Group, Sheri's primary goal is to provide top-tier Client Accounting Services that empower businesses to thrive. Specializing in CAS, the firm focuses on delivering tailored solutions to meet the unique needs of its clients, ensuring they have access to the financial insights necessary for success.

Susan Cook

Susan Cook is the founder and CEO of Account Ability Consulting in Cape Cod, Massachusetts. For over 35 years, she has supported small to mid-market businesses with their accounting software needs, including complex system conversions, inventory management integrations, one-on-one workflow training, and process improvement.

Susan is renowned for her expertise in accounting and inventory software, particularly the Intuit QuickBooks ecosystem. She carries multiple QuickBooks ProAdvisor certifications, is an Intuit Reseller, and for the past ten years, has also held the esteemed title of and Insightful Accountant Top 100 ProAdvisor. In 2021, she was also named Top QuickBooks Desktop ProAdvisor by Insightful Accountant. 

Tailor Hartman

Tailor Hartman is the founder of Celerity Accounting with over 10 years of experience in the accounting Industry. He specializes in taking the pain out of small business accounting and outsourcing the accounting for businesses. He teaches accounting courses at a local community college. Tailor has a Bachelor's in accounting, Master's in Business, and he's a CPA in the state of Wisconsin. In his free time he loves exercising, sports, and hiking to great landscape photography spots!

Teresa Slack

Teresa of Financly, Inc. offers her clients the benefit of 35 years of experience in accounting. She is knowledgeable not only in bookkeeping but also in accounting and system setup, business management, sales and marketing, customer service, staff training, policy and procedure, staff leadership, and mentorship. Teresa has a passion for Shopify and Amazon Accounting and loves to help business owners and accounting professionals who love them solve their Shopify and Amazon Accounting headaches. E-commerce bookkeeping is complex; Teresa teaches how to make it easier! With such a well-rounded business skill set, Teresa can help clients with more than just their bookkeeping but can consult on their business operation as a whole.