Advisors

Jaime Rodriguez

Owner and CEO of Bookkeepers.com

Jaime Rodriguez is the owner and CEO of Bookkeepers.com, but his journey started as a student looking for a better path. After building his own successful bookkeeping business, he went on to acquire the company that first taught him the skill. Today, he helps entrepreneurs realize they’re capable of more than they think—not just financially, but in how they live and work. He’s the author of Beyond the Numbers and You’re Not for Everyone (That’s the Point), both focused on building a business that actually fulfills you.

Veronica Wasek

Unstoppable Introvert

Veronica Wasek, the Unstoppable Introvert, is an accomplished entrepreneur, accountant, educator and mentor who helps bookkeepers build profitable businesses that support the life they truly want. She started her firm from scratch and ran it for 15 years before selling it to her key employees. As an introvert, she understands the struggle with fear, self-doubt, and the pressure to do everything perfectly. Veronica teaches through her YouTube channel, 5MB Academy, and a thriving community of bookkeepers.

Tyler Otto

President and Owner of Specialized Accounting

Tyler Otto is the president and owner of Specialized Accounting, a thriving seven-figure remote firm dedicated to the hospitality industry. Before joining forces with his wife Karen at her solo practice, Tyler honed his finance chops with leadership roles at Vail Resorts and Imprint Hospitality. Known for his energy and approachability, Tyler is passionate about collaboration with fellow professionals and welcoming new accountants to the field. He’s presented at major accounting, tech, and hospitality conferences and recently launched Firm Foundation, a step-by-step course turning firm-building from daunting into doable.

Greg Cullup

Founder and Owner of The Numbers Guy

Greg Cullup is the founder and owner of The Numbers Guy, a bookkeeping and advisory firm that has helped small businesses across the United States gain clarity and confidence in their finances since 2015. As an advocate for modern, technology-driven accounting practices, Greg is passionate about leveraging cloud-based tools and automation to improve efficiency, accuracy, and decision-making for business owners. He specializes in helping entrepreneurs build scalable financial systems that support long-term growth. Based in Chattanooga, Tennessee, Greg enjoys real estate investing, exploring new technology, and supporting the success of fellow bookkeeping professionals.

Kirstin Reeder

Founder and Owner of The Numbers Guy

Kirstin Reeder is the founder and CEO of Purple Sapphire Business Solutions, a boutique accounting firm that works exclusively with the travel and tourism industry. As an Enrolled Agent and a Certified Digital Bookkeeper, she and her team provide comprehensive tax and bookkeeping solutions. She lives in Colorado, but she loves to travel, particularly when she can visit her clients and participate in the adventures they provide.

Melissa Trafford

Bookkeeping & Financial Support

Melissa has been married to her husband, Shawn, for 30 years and is the proud mother of four children. She is passionate about helping small business owners gain clarity and confidence in their finances through dependable bookkeeping and financial support. Melissa believes clients and employees should feel valued, appreciated, and empowered to reach their full potential. Her dedication and commitment to exceptional service allow business owners to spend less time managing financial details and more time focusing on growing their businesses. Her goal is to help entrepreneurs understand their numbers, make informed decisions, and achieve lasting success.

Jeremy Van Groll

Founder and President of Nonprofit Bookkeeping

Jeremy is an incorrigible financial nerd and the founder and president of Nonprofit Bookkeeping. Jeremy holds a Master of Financial Management degree and had 20 years of experience in financial leadership roles prior to starting Nonprofit Bookkeeping in 2016. He and his team of rockstars develop a thorough understanding of each nonprofit organization’s operations to create focused financial tracking and reporting for internal stakeholders, donors, and board members. Outside of his dedication to nonprofit financial management, Jeremy enjoys attending concerts, singing karaoke, and following sports, especially the soccer and gymnastics teams of his two sons.

Our Advisors