Our Team

Shawheen oversees all the operations at CPA Marketing Genius, checking our “To Do” lists, following up with CPA firm members and team members, and is constantly researching new and better ways to help CPA firm members.

Shaw, as he is known in less formal settings, was cast into the world of business at a young age…everyone in his family are entrepreneurs. In fact, Shaw got an early start as a teenager by designing and selling products out of his brother’s record store.

He went on to earn a bachelor's degree in Accounting, and was a first place winner in the University of Wyoming's annual John P. Ellbogen 30K Business Competition.

When not looking for new opportunities to help CPA firm members, Shaw and his wife, Maryam love hiking either mountains or cities…excited to see what’s around the next corner.

Kim manages content marketing for our website and blog. She’s constantly on the hunt for helpful content for our CPA firm members. She specializes in social media marketing and lead generation. She is also in-charge of website maintenance and funnel building. Yay, Kim!

She also puts those sharp organizational skills to use helping Edner with a variety of administrative tasks.

When not click-clacking around on the computer or cell phone, (all work related, of course!) she can be found perusing Japanese and Korean restaurants sampling varieties of Sushi and KBBQ with her husband and two kids.

Ted, a recovering high school English teacher, interviews our CPA firm members to discover what makes them unique and special, then crafts finely tuned webpage content and descriptions focused on attracting their ideal clients. 

When not wrestling with words, Ted, a whitewater guide and kayaker, can be found traveling the US in a converted school bus and splashing in rivers. 

Anmol uses his SEO wizardry to make sure that CPA Marketing Genius CPA firm members’ web pages rank high on Google and other search engines. As a former freelance SEO consultant, Anmol now manages a full team of SEO experts to help our CPA firm members find their ideal clients. 

Starting out as a travel and tech blogger, Anmol realized that even GOOD content would never be seen without finely-tuned SEO, he committed himself to learning everything he could about it.

When “plugged in” to civilization, Anmol LOVES shopping online for the latest tech gadgets.  But working to stay balanced, he frequently takes trips to the mountains for quiet meditation.

Edner, is CPA Marketing Genius’s Project Manager and plans and oversees client projects. By acting as a liaison between CPA firm members and our team, he makes sure that everything gets done (in his kind and gentle way!)

Which fits Edner perfectly as he spent 8 years working as a Trainer and Team Manager for Wells Fargo managing over 40 people. Edner loves helping people, both CPA firm members and our team become the best version of themselves. In fact, he finds inspiration in seeing growth every day.

When not checking to see if t’s are crossed and dotted, Edner can be found singing at weddings and working to help less fortunate children and senior citizens in his community. Bravo, Edner!

Since Brad loves meeting and talking to people, he plays the vital role of client relations management…which really means he listens to CPA firm owners who need help and then figures out how CPA Marketing Genius can help them.

Brad has worked in business development most of his career and loves learning how each individual firm works. In fact, he finds inspiration in hearing how practice owners got started, where they are now, and where they want to go.

When not working with CPA firm members, Brad can be found skiing in the Alps, (the only sport he’s good at) or stocking up on spare squirrel toys for his French Bulldog, Bonnie…(who snores).

Rebecca helps CPA firm owners sell their practices for top dollar or acquire new practices for rapid growth and expansion. She is a certified Project Management Professional (PMP) and brings over 14 years of consultative expertise in the fields of project management, management consulting, business strategy, and marketing. 

She’s worked with businesses in a wide array of industries, from fledgling start-ups all the way up to established companies exceeding $2B in revenue. 

Rebecca is a licensed Broker in the State of Florida (#BK3334181) and a member of the International Business Brokers Association. 

Her experience owning, growing, and selling her own businesses gives her a unique perspective when helping CPA firms achieve their goal of buying or selling a practice. 

Ahmed, our technology expert, does a lot of the “behind the scenes” work necessary to get content published, software set-up, and work flow optimized.

With a degree in accounting and finance, he’s fascinated with business strategy, various trading markets, (like stocks and gold) and often finds himself scrutinizing Youtube videos to learn more.

Ahmed grew up working in his family’s orange grove and hopes to use his knowledge to help the family farm produce more efficiently…and help dad work less. 

Kathy researches trending and proven content ideas and crafts keywords-rich content for our members that is engaging and interesting to read. She grew up in South Africa, where she holds a degree in law.  Determined to launch a career as a writer, she posted much of her early work from a Samsung phone.  When not writing blogs, Kathy teaches swimming at a local pool, writes poetry, and cares for her son.