Kim leads CPA.com’s CAS 2.0 practice transformation programs, focusing on helping firms establish and grow optimized CAS practices through consulting, practice development, and training offerings.

Prior to joining CPA.com, Kim’s career was spent more than 30 years in public accounting, with the last 13 years at Wipfli, LLP. During her time at Wipfli, Kim led their CAS practice, providing a value-driven client experience utilizing an industry-focused U.S. and offshore team delivered through an innovative digital platform. Most recently, she turned her focus to the Wealth & Asset Management industry, where she led the Broker-Dealer & Advisor Network segment of the vertical.

Kim graduated from Montana State University with a Bachelor of Science, majoring in Accounting. She lives outside Phoenix, AZ, with her family.

CPA on a mission to blow-up old-school perceptions of the accounting profession. Breaking the conventional and reimagining a more meaningful and fruitful career path for aspiring accountants. Obsessed with the customer experience and helping SMB founders/owners make better investment decisions around the finance function in their businesses. Father of the two coolest kids around. Lucky husband. Entrepreneur. Investor. Business builder. Golf-head. Music lover.  

Roman is the Founder of Full Send Finance - a data-centric accounting solution for growth companies. After working at 4 firms in various capacities, Roman started Full Send out of a desire to enhance client experiences through technology, better internal workflows, and a focus on excellent service. Roman has been a CPA for 12 years, although he identifies as a business enthusiast who loves building, tinkering, and surrounding himself with smart and creative people. Roman loves to listen to other passionate people talk about their vision. It brings him great fulfillment to play a small part in others' success. It could be through direct services or through making a connection that opens doors.