Dale Wannen
Position/Title: Financial Advisor/PresidentCompany: Sustainvest Asset ManagementWebsite: www.sustainvest.comContact: dale@sustainvest.com Dale Wannen runs local investment firm Sustainvest, which focuses on sustainable and responsible investing and shareholder activism. His work passion is to get people to realize they don’t have to invest in some big bank or oil company to get returns with their investment portfolio. He has […]
Jessica Mott
Position/Title: Resident QuickBooks NerdCompany: Precision QuickBooksWebsite: www.PrecisionQuickBooks.comContact: Jess@PrecisionQuickbBooks.comAfter 20+ years of using QuickBooks on the bookkeeping and controller side of things, Jessica has decided to remove the green visor. Now you can find her setting up, converting, repairing, all-around everything-ing QuickBooks software for her clients. She is also a QB training and bespoke user manual […]
Heather Kimmel
Position/Title: OwnerCompany: Etched AccentsWebsite: www.etchedaccents.comContact: hk@etchedaccents.com or (707) 477-1529 For the last year I have been designing and developing a new sustainable product to create aesthetically pleasing designs for privacy on windows, glass walls and doors for homes or offices that lets the light in! I entered an International Innovators Contest and made it to the top […]
Kyle Webber
Company: My Credits & RebatesWebsite: www.mycreditsandrebates.comOver the past 37 years the government has enacted over 700 Congressionally mandated dollar-for-dollar incentives and credits designed to help businesses of all sizes keep jobs in their local community. We help businesses discover these various credits, which they often do not even know exist. We have developed our own software, and with […]
Rebecca Malone
Position/Title: Owner/Accounting ManagerCompany: WIN Strategies, LLC.Website: www.whateverisnecessary.comContact: rebecca@whateverisnecessary.com WIN Strategies is based in beautiful Sonoma County, CA and was founded by Rebecca Malone in 2018 from her desire to provide individual clients and small businesses with a high-level, concierge-like outsourced accounting solution. Rebecca (aka Becca) will roll up her sleeves and do “Whatever Is […]