Jason Richelson is the Co-Founder and CEO of Bookkeep, an automation platform for accountants, bookkeepers, and business owners. He has spent the past two decades deeply rooted in payments, business automation, and accounting systems. Jason has launched several companies, including ShopKeep, a pioneering cloud-based point of sale system, which sold for $440M to Lightspeed (LSPD), the leading provider of cloud-based, omnichannel commerce platforms. He possesses both the technical knowledge of accounting and the business acumen to create products that help organizations of all sizes scale their operations. 

Richard Roppa-Roberts is the Founder of Roundtable Labs and Quasar Cowboy and is affectionately known as the ProAdvisor’s Advisor.

Richard offers executive and strategic coaching and business insights, guidance, and systems for accounting professionals. In addition, he is an experienced facilitator, conference speaker, and author at Firm of the Future and CPA Practice Advisor.

He was named by Accounting Today as "One to Watch“ in the Top 100 Most Influential People in Accounting issue, November 2019.

As a certified public accountant, my career focus has been exclusively on state and local tax issues.

Prior to joining Thomas, Thomas & Thomas PC in 1998, I worked in the area of tax compliance in the state taxation departments of several Fortune 500 oil and gas exploration companies.

That experience has afforded me extensive knowledge of state taxing authority policies, rules, and regulations.  It also enables me to understand and address the concerns of auditors and staff who are responsible for sales and use tax compliance.

I work with state tax authorities on audit issues, prepare and present tax credit documentation, and consult with clients on tax planning.

A passionate advocate for business, I work with business owners and compapny personnel to provide the peace of mind that what they are doing is correct and compliant.

I pride myself on providing the knowledge and insight business operators need to efficiently and effectively meet their sales & use tax requirements.

A certified public accountant and attorney, my experiences in both the accounting and legal fields bring added value to clients.

I joined Thomas, Thomas & Thomas PC in 1999 after working as a compliance auditor at an internationally known health institution, monitoring a portfolio at a US-based bank, and serving as an auditor at a Big Four accounting firm, along with interning at several law firms.

My specialty lies in breaking down complex problems to offer simple yet effective solutions that empower our clients and increase their understanding of sales & use tax and how it impacts their business.

I pride myself on working with people to ensure sales & use tax requirements are defined, understood and adhered to, so people can address sales and use tax issues with confidence.