Meeting Calendar

2019 Calendar

Please contact Jennifer Millett to RVSP to attend there is a 48 cancelation requirement Non-Member fee $40 Member $35. 

June 21st

Noon for Lunch

Doug (002)

DougSleeter (@dougsleeter) is the founder and former CEO of The Sleeter Group. He is a passionate leader of innovation and change in the small business accounting technology world. As a CPA firm veteran and former Apple Computer Evangelist, he melded his two great passions (accounting and technology) to guide developers in the innovation of new products and to educate and lead accounting professionals who serve small businesses.

In 2017, Doug was inducted into The CPA Practice Advisor Hall of Fame in the accounting profession. He was also named to Accounting Today’s “Top 100 Most Influential People in Accounting” each year 2008 through 2015. In 2013, he was recognized by Small Business Trends with the Small Business Influence Champion award. In 2015, he sold The Sleeter Group to Diversified Communications ( and the company has since become The Accountex Network. Always in search of the next big thing, he is currently focusing on digital currencies and blockchain technology. He believes these technologies will change virtually everything in global commerce.

The Next Frontier in Accounting Technology, and how it applies to bookkeeping today. The era of banks and governments exercising centralized control over commerce is waning quickly. Digital currency, blockchain technology, and smart contracts are disrupting nearly every institution across the global economy.  Digital currencies such as Bitcoin and Ether have the potential to do for global commerce what Uber, VRBO, Airbnb, Facebook, and Twitter have done for several industries and social media. But that’s just the beginning of a whole new revolution for how business transactions will occur in the future.  In this session, you’ll learn what blockchain technology is, why we need it, and its’ future global impact, and how this effects bookkeepers today.

July 19th

8:30 for Breakfast

Navigating the CDTFA website and filing Basic Sales and Use Tax Return Presentation.

K. WalstrandKayanna Walstrand, has worked for California Department of Tax and Fee Administration for more than one year as a Compliance- Senior Tax Representative in the Santa Rosa Office. In that time, she has gained experience presenting Basic Sales and Use Tax seminars for the department. She also assisted the state’s multi-department effort for disaster recovery following the Camp Fire in Paradise. Kayanna has a bachelor’s degree in Business Administration from Cal State East Bay. She enjoys volunteering for many nonprofit organizations in Sonoma County to support underprivileged youth. Kayanna has an athletic background in women’s basketball where she played at the collegiate level and has served as youth athletics coach for many years. She’s excited and motivated to aid Marin County Bookkeepers gain confidence with tax return preparation and our new online services!

Her presentation will concentrate on how to complete a basic Sales and Use Tax Return, how to electronically file and pay a sales and use tax return, and how to create an online profile and gain access to client accounts.

August 16th

12:00 Noon for Lunch


September 20th

8:30 am for Breakfast


October 18th

12 Noon for Lunch  

GW Headshot 1 Sm (002)Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co. in the Napa Valley, working with to move the profession forward, and writing, speaking, and tweeting at 

Her mission in life is to make boring subjects interesting and she is seldom at a loss for topics.

She is a regular keynote presenter at CPA and Technology conferences around the country and has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. She was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.

She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry and is the author of “How to Make a Boring Subject Interesting: 52 ways even a nerd can be heard” which is available on

November 15th

Round Table Discussion

Bring your ideas to the meeting.

What new great thing did you learn from QuickBooks Connect?

Ideas about the Network? Ideas about bookkeeping?

December No meeting

Have a great Holiday!