Join us for a customer roundtable featuring

MBE CPAs

Tuesday, November 16, 2021

11:00 AM CST

What will you learn?

Submit questions to Contact@PracticeERP.com

How implementing an ERP improved visibility in MBE CPA's data.

Learn tips for implementing an ERP and how to ensure it goes smoothly.
     Gain insight to better manage your         firms data and reporting with                     realtime data. Know what KPIs to               track and how to track them.
   
Submit a Question

Learn from industry experts

Join our panelists for a discussion and Q&A about how they’ve created winning strategies and future-proofed their firms with the right tools.

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Tim Moy, CPA, CGMA

Managing Partner

MBE CPAs

 

Since 1982, MBE has grown from two professionals to over 125. Before MBE, Tim worked with several established CPA firms, and as a controller for construction, retail, and hospitality firms. Tim has also been on the board of successful startups in manufacturing, technology, retail, real estate, and professional service firms.

Dirk_Shimpach (1)

Dirk Shimpach, CPA

Founder

goVirtualOffice & PracticeERP

 

 

A former Controller and Financial Analyst and CPA, Dirk spent over a decade in business management roles. This allows him to quickly understand opportunities for improvement across all business departments from sales and marketing to finance and operations. He has over 20 years in CRM, ERP and Accounting software.

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Sue McCormick

PracticeERP Implementation
Specialist, MBE CPAs

 

 

Prior to coming to MBE to serve as Firm Administrator, Sue served as Director of Operations at Casey Peterson & Associates, Ltd. for almost 10 years and prior to that was the firm administrator for over 25 years. In addition, she has chaired the AICPA PCPS Medium MAP Network Groups for 20+ years.

Client Profile

MBE CPAs

Company Background: MBE was started in 2000 and has 10 locations across the state of Wisconsin with over 125 associates.

Organizational Structure & Employee Breakdown:

                        • ClientAccounting Services
                          Business Valuations
                          Business Consulting
                          State and Local Tax
                          Tax Preparation and Planning
                          Trust and Estates
                          Assurance



 

PracticeERP, 2021