Meeting Calendar

2019 Calendar

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

Meeting are held once a month on Friday and rotate between breakfast and lunch. Meetings either feature key speakers or are organized round table discussion regarding bookkeeping topics.  Please see the links and calendar below for more information

August 16th

12:00 Noon for Lunch

Cheryl Spater

Veteran organizer Cheryl Spater from Simply Organized.

Cheryl Spater is a California girl. Born in San Francisco, raised in Marin County.  She has been organizing since she was born and inherited this valuable skill from her father.  On the other hand, her mom was the Queen of Clutter.  Growing up with these two opposing lifestyles sent her on an organizing path at an early age.  In fact, she organized her first estate sale when only 21- her grandparent’s estate- this experience gave her the acute understanding of the emotional aspects of organizing.

Cheryl’s mission is to help others overcome disorganization – so they in turn can move forward with what they are truly passionate about.

She has been serving the Bay Area and Northern counties for over 20 years.  Cheryl has worked with clients from 8 to 94 years young.  Her goal with all her clients is knowing that they can get and stay organized.  She creates customized systems to work within their lifestyles and needs and does this by listening to them carefully.  She then holds each client accountable for moving from chaos and stress into calm and control.

Cheryl started her business, Simply Organized 20 years ago. She has been an active member of National Association of Productivity & Organizing Professionals, (NAPO) since the start of her business. Cheryl’s volunteer work includes the Marin League of the San Francisco Symphony, Big Bother and Sisters of Marin, Novato Youth Center, Unity in Marin, and Novato Chamber of commerce, (past ambassador and member for over 10+ years.)

September 20th

8:30 am for Breakfast

David Glantz

David Glantz – Principal of Business Cents – has been in software professional services his entire career with a focus on accounting, inventory, retail, technology and the connectivity between them. The last 15+ have been centered around the QuickBooks ecosystem with the financials at the core and ancillary systems that extend the capability of QuickBooks, such as Point of Sale, inventory management, eCommerce, and the resulting microcosms that have formed in these worlds. Business Cents is a 6-person Marin based consulting practice that just so happens to support these same pursuits.

POS, Merchant Services, Sales tax, QB integration, … oh my. Some integrations are seamless and others, well, they just don’t seem to add up. What is that and why is that? We shall explore a few POS systems and how data is transferred to QuickBooks; how payments are tracked and distributed; challenges of matching sales to deposits; do they really need to talk with each other – are there alternatives? And… whatever else you have in mind.

October 18th

12 Noon for Lunch  

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!