Queen Bee, Maven Bookkeeping Inc

Tanis wrangles numbers by day and herds a 14-person team by night—okay, also by day. A CFP and self-proclaimed "curious clicker," she's built a bookkeeping practice that runs on QuickBooks Online, a colorful stack of integrations, and an unreasonable amount of earl grey tea. When she's not helping clients make sense of their finances, she's teaching accountants and bookkeepers how to stop fighting with QBO and start winning. Extroverted enough to call meetings "fun," she's still figuring out how to clone herself—but that's what today's panel is for.