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Kelly Mann CPA

Breaking the CPA Mold, Survivor, and 401k Technology Founder

AFO|Wealth Management Forward2023-02-10T20:19:01+00:00

WE CONDUCT WEBINARS AND PANELS WITH LEADERS IN ACCOUNTING AND FINTECH!

Kelly Mann CPA

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AuditMiner

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Arrowroot Family Office

Breaking the CPA Mold, Survivor, and 401k Technology Founder

Rory is joined by Kelly Mann, CEO and Co-founder of AuditMiner, as she shares her story of surviving breast cancer and creating a technology in the midst of a global pandemic. Listen as Kelly talks about her FBI Training experience in Quantico, Virginia and what led her back to the world of public accounting. Discover how Kelly identified major pain points in the 401k process and how googling “How to start a technology company” changed her life. Learn how Kelly and her team have standardized the 401k datasets which are saving firms 10-20 hours on plans. Do you want to know the secret to building a great workforce? Find out the answer to this and more in our latest episode with Audit Technology CEO Kelly Mann!

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AFO|Wealth Management Forward


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Copyright © 2023 AFO Wealth Management Forward. All Rights Reserved.
Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.
JOIN OUR COMMUNITY
  • Terms & Condition
  • Privacy Policy
  • Web Accessibility
Copyright © 2023 AFO Wealth Management Forward. All Rights Reserved.
  • Wealth management
  • Digital marketing
  • Branding
  • Resources
  • Podcast
  • Contact
  • Press
Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.