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.
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.
- Member of Intuit's Trainer Writer Network
- QuickBooks Product Expert ABBO
- CBG acquired Schoolofbookkeeping.com for QuickBooks training and education platform
- 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
- Serves on the QSP Council
- Certified Public Accountant
- Advanced Certified QuickBooks ProAdvisor for Desktop & QBO
- Certified QuickBooks Point of Sale ProAdvisor
- 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 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.
Sarah Ann BUNCH
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.
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.
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 with 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.
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, Bicycling trips, outdoor activities and traveling.
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 share of customer. Dan’s favorite product to support is POS. He curated the training curriculum and trained most of the support organization in his tenure at Intuit, working with a variety of businesses.
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.
ADP Central District Manager
Kate is our direct point of contact at ADP. More than half of a million small businesses trust ADP with their payroll and tax filing, but each one- like you & your clients - is completely one of a kind which is why ADP offers much more than payroll. We at CBG partner with ADP for exclusive pricing to your clients and lucrative payouts and residuals for yourself. Schedule a time to connect with Kate to learn more about ADP's services beyond just payroll such as Pay-By-Pay Workers Compensation, Retirement Services, Health Insurance, PEO, and more!
Apply Now for ADP Payroll.
Direct 631-559-9794 | Email
QuickBooks Value-Add Reseller
Sony works on our Sales team to help customers select the right version of QuickBooks for their business. She makes the connections to help them succeed.
She also has many years of experience working with QuickBooks Online and offers workshops to help customers make the transition from desktop to online smoother. She likes to make an impact on those around her, whether it’s working with small business owners to be more efficient or coaching and leading a team of professionals to get them to their next role or job.
She currently lives in Tucson but left her heart in Colorado. She has 3 4-legged canine babies who expect me to spoil them rotten, and she doesn’t disappoint.
QuickBooks Value-Add Reseller
Maria works on our Sales team. She has helped countless customers and business owners find the right QuickBooks solution. Her mission is to remove the obstacle of learning how to track your books by connecting customers to the right experts.
She grew up surrounded by small business owners, including her grandfather, who owned several businesses throughout his life, including an office supply store. She admired his drive and commitment to his customers. He taught her to take pride in everything I do and to treat people with respect and patience.
She migrated to the United States as a small child 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. She has four children, all boys.
Angela is an innovative marketing leader with over 15 years of experience. She is managing the Complete Business Group marketing strategy and developing the Complete Business Partner Program.
She is a passionate marketing expert focused on sales, marketing, and optimizing workflow for organizations.
Video & Blog Editor
Bevan works with our marketing team to produce videos. He supports our sister company School of Bookkeeping during live events and editing content. He assists our Admin team with QuickBooks Payments customers to connecting their account as well as support to use the product effectively. He’s attending the College of Charleston. When Bevan is not working he is busy exploring the Low Country.
Landon is our Supportability Specialist. He supports our sales team with demos. He converts QuickBooks desktop files to QuickBooks online. He supports our sister company Schoolofbookkeeping.com during our weekly workshops and supports our Elite members with quick answers. He has 7 years of experience at Intuit, supporting customers to troubleshoot and navigate all of the Intuit product lines. He naturally learned a lot about accounting while supporting these products. During his time with Intuit, he helped launch new product lines and test features while doing chat support for the Tier 2s that support the Tier 1s. When he’s not working, he loves to fish, BBQ, and take care of his little zoo.
Direct 843-407-0447 | Email
QSP Channel Account Manager
In his 16th year at Intuit, Stev Rubio manages partnerships for Intuit’s Resellers, distributors, and hosting partners. Aside from a tour in the US Navy, he has spent his entire working career in sales for various industries, as well as managing SMB retail businesses. An Arizona resident and proud father of six, Stev is focused on optimizing results for strategic partners of all shapes and sizes.
Quickbooks Solution Provider Program (High Value), Hosting, & Distribution Channel Account Manager
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
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.