2019 Meeting Calendar

Please contact Jennifer Millett to RVSP to attend marinbookkeepers@gmail.com 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

January 18th 2019

Basic Sales and Use Tax Return Presentation

justin weist

We welcome Justin Weist with the California Department of Tax and Fee Administration, in short, CDTFA, formerly the BOE.

Justin is a Tax Compliance Supervisor in the San Francisco CDTFA office. From 2011 to 2013, he served as a Tax Compliance Specialist in San Francisco’s Centralized Collection Section. He began his career in 2008 as a Business Tax Representative in what was then the Board of Equalization’s San Diego office.

The presentation will cover Basic Sales and Use Tax, Basic Sales and Use Tax Return Presentation, and Avoiding Sales and Use Tax Mistakes.



February 15th

John Morre -Tax Cuts and Jobs Act

JM Linked In Photo (2)

He is a Certified Public Accountant. John has a Masters Degree in Taxation from Golden Gate University and has received the Personal Financial Specialist designation from the AICPA. He has been practicing in Marin County since 1979. In addition to an array of professional memberships, John serves on the boards of several non-profit organizations and conducts classes and seminars on tax and financial planning issues. John is a native of San Francisco and he and his wife are residents of Hawaii. John will discuss the new tax rules under the Tax Cuts and Jobs Act.



March 15th

Leslie Shiner

Leslie Shiner – Profit Begins with Planning

Leslie Shiner—author, speaker, and trainer—has more than twenty-five years’ experience as a financial and management consultant. She is the owner of The ShinerGroup, a consulting firm providing top-level financial and management consulting for the construction and home technology industry helping businesses maximize profits and gain financial control. As a business coach, she has worked with both small and large businesses to help them better understand their business practices and maximize their profits. Ms. Shiner firmly believes training and education is instrumental in the growth and success of any business. She is the author of “A Simple Guide to Turning a Profit as a Contractor.”



April 19th

Bookkeeping for Cannabis Clients

Owner of Luigi CPA, an accounting firm providing tax and consulting services to the marijuana industry. Luigi is a leading expert on IRC Section 280E issues. His clients span six states and include companies operating in a variety of related industries, including cultivation, retail dispensing, concentrate and edible manufacturing, and LED indoor grow lighting. He was also a featured speaker at many National Cannabis Industry Association events.

Member of BOTEC, a consulting firm providing advisory services to Washington State, the country of Jamaica and other governments related to regulation of the marijuana industry.

Formerly, Chief Financial Officer (CFO) for Harborside Health Center where he was involved heavily in IRC Section 280E issues, including lobbying efforts and drafting proposed legislation to change the law.




May 17th

Retail POS David Glantz

David Glantz (002)

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.

In this session, David will provide an update on the world of Retail options.. why is Square so prevalent? What other retail apps are popular and why? What type of POS is better for particular industries – traditional retail, cafe, or restaurant? Which ones integrate with QB? And whatever else he happens comes up with between now and then. Oh, and he’ll show you a couple examples.

Doug Sleeter

June 14th

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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 (www.divcom.com) 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.


August 16th

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

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 MentorPlus.com to move the profession forward, and writing, speaking, and tweeting at EvenANerd.com. 

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 Amazon.com.



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!