Janel is on a mission to help accounting firms grow profitably. The accounting profession is experiencing a dramatic shift, and firms can no longer afford to remain status quo if they expect to survive long term.

Revenue growth is in her DNA. It drives her. At its foundation, Janel believes profitable growth in public accounting firms starts with the right technology for driving maximum efficiency into the tax compliance process. Done correctly, capacity can be gained for business development and sales strategy.

Janel helps firms transform their tax compliance processes to support their business vision.

She also teaches firms how to create and implement marketing and sales strategies that drive profitable growth without adding resources.

Business leaders can choose to grow or be comfortable, but not both. Comfort leads to falling behind, and growth requires change. If you have a vision for growth and are willing to embrace change to achieve it, Janel is here to help.

Dan is the Chief Financial Officer for TaxExact as well as the CFO & Director of Business Relations for Roberts Accounting, CPAs P.C. With over a decade of banking experience primarily in the commercial banking arena before joining TaxExact and Roberts Accounting, Dan has consulted with companies in varying stages of the business cycle from pre-revenue to M&A activity.

Primarily focused on the growth of business advisory services for Roberts Accounting, Dan is passionate about the TaxExact review methodology for its time savings, accuracy, and value it brings to newer reviewers in the firm.

Despite the unprecedented tax season of 2021, Dan was able to master the no-weekends-done-by-4:30-every-day work schedule most tax professionals don’t think possible.