CPA Summit - Spend vs Expense Management: Automating Workflows to Elevate Your Advisory Services

Danny Mohler has been in the fintech space for the past 5+ years, exclusively working in the accounting industry. Danny specializes in strategic partnership conversations and workflow consultations. His focus is aligning with firms to better understand where technology can compliment services offered for a better client experience and internal firm growth.

Lisa has over 30 years of consulting experience in the non-profit sector as a process reengineer and has served over 300 non-profits. Lisa joined Kiwi Partners in 2008 and led the development and implementation of Kiwi Partners Internal Quality Management System - QMS.

As Lisa has done internally, she performs “Best Practice Reviews” for our clients, conducting visioning sessions, developing areas for operational improvement, designing, documenting, and testing standard business practices and technologies to get the work done efficiently and effectively. Her work identifies bottlenecks and finds efficiencies with a focus on utilizing technology. This includes evaluating, selecting, enhancing, and implementing accounting technology solutions such as Sage Intacct, Great Plains/Microsoft Dynamics, Oracle NetSuite, FundEZ, MIP, MAS 90 & 500, BlackBaud Financial Edge, LegalServer, Campminder, Workday, QuickBooks, Xero, RAMP, BILL, Concur, Tallie, Expensify, and Certify.