CBG Support Team
Carrie Kahn, CPA
Founder & CEO
With over 25 years of experience, Carrie loves helping small business owners and their staff implement the most cost-effective and easy-to-use QuickBooks accounting solutions for their businesses.
She is passionate about building a partnership of collaborative QuickBooks experts, with various niches, to assist her clients in their unique business needs while providing them access to her level of resources and best product pricing. She has built the largest team of rockstar partners of over 800 and growing. Carrie's company, Complete Business Group, was named QSP Partner Program of the Year.
Carrie started her career as a tax accountant working in a couple of different accounting firms. She doesn’t do taxes anymore, but she still frequently interfaces with other CPAs who perform tax services for the client. Carrie holds a degree in accounting from the College of Charleston.
When Carrie is not working with clients, yyou will find her on exploring the beautiful Low Country of the Hilton Head area of South Carolina. She lives in Hardeeville, SC with her husband.
Direct 843.407.0447 | Email
Complete Business Group delivers Intuit-based solutions that simplify the lives of end-users, ProAdvisors, and partners nationwide. CBG is now considered one of the largest and fastest-growing QuickBooks Solutions Providers in the world.
- QuickBooks Product Expert
- Guest Blog contributor for Intuit’s Firm of the Future, schoolofbookkeeping.com, Forbes, Insightful Accountant, and more.
- Guest Speaker for Acccountex and Scaling New Heights Conferences
- Guest CPE Teacher for CPAacademy.com and schoolofbookkeeping.com
- Insightful Accountant’s Top 100 ProAdvisor since 2014
- Insightful Accountant’s 2017 Social Media Resources ProAdvisor
- Legacy member of Intuit's Trainer Writer Network
- Certified Public Accountant
- Advanced Certified QuickBooks ProAdvisor for Desktop & QuickBooks Online
- Certified QuickBooks Enterprise Solution ProAdvisor
What does this mean to you?
Complete Business Group and team offer better service, expertise from multiple perspectives, and better pricing with access to the best discounts.
Because of these awards and QuickBooks certifications, Carrie and her team have special access to a higher level of QuickBooks customer support within Intuit and many other accounting software vendors that she partners with.
Paula Wattles
Office Manager
Paula Wattles is the go-to person for Complete Business Group. She handles everything from orders, to support matters for our clients and partners. She processes our orders, prepares sales quotes, she helps customers and partners resolve issues and schedules our experts if needed. When Paula is not working she and her husband enjoy all-day bicycling trips, kayaking and hiking discovering nature in our local area, Florida or Maine.
Direct 843.407.0447 | Email
Sarah Ann BUNCH
Partner Manager
Sarah Ann is our contact for our Partners. She supports partners through the onboarding process, and supports them with resources. She manages our QuickBooks Payments customers through the application process to connecting their account as well as support to use the product effectively. She graduated from Francis Marion University. When Sarah Ann is not working she and her family enjoy exploring their Hilton Head Island coastal home.
Direct 843.407.0447 | Email
EMMA FINKLEA
Partner Support
Emma onboards our partners from start to finish. She manages our monthly sales contests, helps with events, and keeps up with partner birthdays. Prior to working at Complete Business Group, Emma has experience in retail and working with children. She attends Francis Marion University. When Emma is not working she enjoys fishing.
Direct 843.407.0447 | Email
WHAT
Denise Bailey
Director of Accounting Systems/ LEAD SUPPORT PARTNER
CBG is honored to partner with Denise Bailey of Elliott Davis to provide the QuickBooks Implementation and Support Services. She is the Director of the Accounting Systems Consulting Group. Denise has more than 15 years of experience providing businesses of various sizes with accounting, tax planning and compliance, and startup consulting. Elliott Davis has nine locations in the South East and over 800 consultants. Denise and the ASC group include over 80 ProAdvisors with extensive knowledge of ERP accounting software, specializing in inventory system analysis, workflow review, and procedure implementation. They can provide custom reports, connect 3rd party apps, and take on complex projects utilizing QuickBooks products when possible while ensuring compliance.
Learn more about Denise
Elliot Davis Services
Direct 864.552.4758 | Email
Josh McMillan
POINT OF SALE & INVENTORY SPECIALIST
Point of Sale and Revel Point of Sale. He has a strong accounting background and enjoys setting up new customers and troubleshooting point-of-sale installations.
When Joshua is not working, he enjoys Basketball, Bicycle trips, outdoor activities, and traveling.
Direct 843.407.0447 | Email
Dan DeLong
QuickBooks SUPPORT Specialist
With close to 18 years of experience in Intuit Technical Support, Dan knows the boundaries of what Intuit’s products and services can do “out of the box.” His solution-oriented approach to creative problem solving while staying in the Intuit ecosystem will allow you to partner and build a share of customers. Dan’s favorite product to support is POS. He curated the training curriculum and trained most of the support organizations while working with various businesses at Intuit.
He was with POS from the very beginning (version 1.0) and has seen it grow through its many versions since then. He loves to make POS an integral part of a business's day-to-day operations.
Direct 843.407.0447 | Email
Janet Luna
QuickBooks Sales Consultant
Janet has guided countless customers and business owners in finding the perfect QuickBooks product and integrated solutions. Her mission is to simplify bookkeeping by connecting clients with the right experts, ensuring that tracking your finances is no longer an obstacle.
Direct 520.409.1690 | Email
Sony Norton
QuickBooks Conversion Support
Sony works on our Support team to help customers migrate to QuickBooks Online, or QuickBooks Enterprise, QuickBooks desktop file merge, QBDT data condense, and data conversions including Sage 50, Netsuite, and Great Plains conversions.
She currently lives in Tucson but left her heart in Colorado. She has two 4-legged canine babies who expect me to spoil them rotten, and she doesn’t disappoint.
Direct 843.407.0447 | Email
Maria Torres
QuickBooks Conversion Support
Maria works on our Support team to help customers migrate to QuickBooks Online, or QuickBooks Enterprise, QuickBooks desktop file merge, QBDT data condense, and data conversions, including Sage 50, Netsuite, and Great Plains conversions.
As a small child, she migrated to the United States with my parents and siblings from Mexico. She has lived in Tucson, AZ, most of her life. She has been married for over 20 years and has four children, all boys.
Direct 843.407.0447 | Email
Angela Greenspan
Business Consultant
Angela is an innovative marketing leader with over 15 years of experience. She manages the Complete Business Group marketing strategy and develops the Complete Business Partner Program.
She is a passionate marketing expert focused on sales, marketing, and optimizing organizational workflow.
Direct 843.407.0447 | Email
Bevan Bunch
Video & Blog Editor
Bevan works with our marketing team to produce videos. He supports our live events and editing content. He assists our Admin team with QuickBooks Payments customers in connecting their accounts and effectively supports the use of the product. He’s attending the College of Charleston. When Bevan is not working, he is busy exploring the Low Country.
Direct 843.407.0447 | Email
Brian Kahn
Operations Analyst
Brian plays a crucial role in facilitating our monthly partner payouts. With a keen eye for efficiency, he actively identifies and revamps processes, ensuring optimal organization of our data. Brian is a proud graduate of the University of South Carolina. Beyond the office, he enjoys watching movies and indulging his passion for driving through the picturesque Blue Ridge Mountains in his sleek sports car.
Direct 843.407.0447 | Email
Jamie Delveccio
QSP Channel Account Manager
Jamie has been with Intuit for 18 years, and her career has focused on various sales and leadership roles across Intuit during this time. For the last 10 years, Jamie has been an integral part of the QuickBooks Solution Provider Channel, working with our valued partners to help design and implement GTM strategies leveraging our QuickBooks ecosystem. Jamie also has a background in Marketing and Communications and is highly skilled at working across multiple levels within an organization to drive results.
George Madenian
Intuit Payment Solutions Sales Manager
George handles all of our Intuit Payment Solutions and well as merchant account needs. He helps our customers determine the best product to easily accept payments from their customers. He can discuss rates as well as walk you through a very brief application process.
These products are all RISK FREE and they NEVER make you sign a contract! Complete Business Group Customers receive our exclusive promotions as well as a free merchant services analysis. Apply Now for a QuickBooks Payments Account.
Direct 800.601.4083 | Email
Joe Yalinkatian
Senior Partner Development Manager
Meet Joe Yalinkatian, the expert in merchant account solutions at Intuit Payment Solutions. For nearly two decades, Joe has been helping businesses with credit card and ACH processing, e-commerce integrations, mobile payment options, and more. With nine CEO Sales Club awards under his belt, Joe has proven his commitment to delivering the "perfect" products and services that perfectly align with your business needs. Working closely with Intuit's team, Joe ensures seamless integration with QuickBooks using Intuit Merchant Services. As a true customer advocate, Joe's passion for delighting his clients has made him a respected professional in the industry.
For personalized assistance with your merchant account needs, you can reach Joe at
Direct (520) 848-5943 | Email
Kennedy Permenter
ADP Representative
Kennedy is your direct point of contact for the ADP and CBG partnership. This collaboration provides exclusive pricing for your clients, along with attractive payouts and residuals for you.
Join the ranks of over half a million small businesses and tax professionals who trust ADP to manage their payroll and tax filing needs. Understanding that every business is unique, ADP goes beyond standard services to offer customized solutions tailored to your specific requirements.
Outside of work, you’ll likely find Kennedy at the beach or on a boat, taking her German Shorthaired Pointer, Rudy, for a walk, or engrossed in a good book.
Schedule a time to connect with Kennedy and explore the full range of resources available to you. Discover how ADP can enhance your clients' experience with services like Pay-By-Pay Workers' Compensation, Retirement Services, Health Insurance, PEO, and more!
Apply Now for ADP Payroll
Noah Raney
Senior Payroll Manager
Noah brings 13 years of QuickBooks Payroll knowledge with him, and is recognized as a Top Performing QuickBooks Payroll consultant year over year. Noah will play a critical role in helping our Channel grow our Payroll business by managing your Payroll leads directly, in addition to helping you, add QuickBooks Payroll to your sales expertise and portfolio if you are not familiar with the offering today.
Apply Now for Intuit Payroll.
Direct 520-848-5770 | Email
