Our Team

Jim Filicetti, CPA

Owner Servant Leader

Jim has owned his own accounting practice for many years and has first-hand experience with the internal processes and procedures of accounting firms. He knows

Jim Filicetti, CPA

Owner Servant Leader

Jim has owned his own accounting practice for many years and has first-hand experience with the internal processes and procedures of accounting firms. He knows the day-to-day struggles of small accounting firms firsthand.

Dave Fritsch

internal-External Relationship Lead

Dave focuses on discovering, developing, and delivering innovative solutions that connect our customers to the people they serve through the advanced use of Intuit technology....

Dave Fritsch

internal-External Relationship Lead

Dave focuses on discovering, developing, and delivering innovative solutions that connect our customers to the people they serve through the advanced use of Intuit technology. Dave is sensitive, empathetic, and professional when it comes to our customers desires to transform their accounting processes and team culture with the end resulting in successful performance, profitability, and prosperity all along the way.

Noah Raney

QB Senior Account Payroll Manager

Noah is our dedicated Intuit Senior Account Payroll Manager who can help you find the right payroll solution for you and your business. He is well versed in all of the QuickBooks platforms...

Noah Raney

QB Senior Account Payroll Manager

Noah is our dedicated Intuit Senior Account Payroll Manager who can help you find the right payroll solution for you and your business. He is well versed in all of the QuickBooks platforms being desktop/online/standalone and payroll has been his world since joining Intuit 13 years ago. Whether you are looking for ways to save on time, reduce inflated payroll costs or just get setup with the best discounts, he is here to help. Your success and satisfaction is of utmost importance!

Jon Filicetti

Sales & Conversion Relationship Manager

Jon worked in a variety of businesses and applies his knowledge and skills consulting clients.

Jon Filicetti

Sales & Conversion Relationship Manager

Jon worked in a variety of businesses and applies his knowledge and skills consulting clients. With a comprehensive approach, Jon engages with accounting firms, businesses and individuals guiding them through the data conversion process. He also suggests the best software solutions tailored for success. Jon also manages operational functions of CMB Hero and works with a highly talented team. For over nine years using accounting, software and migration expertise, Jon and his trusted partners have converted hundreds of accounting files to QuickBooks with exceptional overall client satisfaction. He lives in Wind Lake Wisconsin, loves the outdoors and spending time with his family of five

Rose Filicetti

Accounting Research Manager & Social Media Developer

Rose focuses on workflow, processes and internal efficiencies that support the team members in their everyday interactions with the customer...

Rose Filicetti

Accounting Research Manager & Social Media Developer

Rose focuses on workflow, processes and internal efficiencies that support the team members in their everyday interactions with the customer. She developed strong research skills during her years of analyzing systems prior to conversion, which is necessary to ensure a smooth transition. Rose is a member of the International Institute of Business Analysis (IIBA). She also is an Intuit T-Sheet Pro-Advisor.

Gabor Terebesi

QB Payments Manager

Gabor Terebesi

QB Payments Manager

Gabor Terebesi is an Account Manager with the Payments Team of Intuit for over 15 years. He works in the partner division for Intuit payments to ensure Intuit partners along with any clients of theirs are in the most suitable and financially cost-effective solution accepting payments through eCommerce, QuickBooks, mobile payments, or any other options necessary for their business.

Jim Bitzan

Sales Lead Technology Driver

As part of the sales and consulting Team at CMB Hero. Jim has over a decade of consulting with accounting firms and other businesses around the country – specializing in all things...

Jim Bitzan

Sales Lead Technology Driver

As part of the sales and consulting Team at CMB Hero. Jim has over a decade of consulting with accounting firms and other businesses around the country – specializing in all things Intuit / QuickBooks. Jim lends his IT and conversion knowledge to the CMB Hero Team as needed.

Kim Mitchell

Senior Channel Account Manager

Kim is a Senior Channel Account Manager with over nine years of experience working with Strategic Partners. As a 18-year veteran with Intuit and a history..

Kim Mitchell

Senior Channel Account Manager

Kim is a Senior Channel Account Manager with over nine years of experience working with Strategic Partners. As a 18-year veteran with Intuit and a history of driving growth and sales results within the QuickBooks echo system Kim, brings a wealth of knowledge to our team by assisting us with sales and marketing initiatives while helping us strive for the highest net promoter (clients satisfaction) scores. Kim is passionate about creating and nurturing new partnership opportunities through the relationships she has built over the past 25 years of sales experience.

Jack Shreve

Data Import Export Hero

jack comes to us with experience in the IT field and has been the go to guy for conversion work. His amazing skills will provide you plenty of satisfaction once you see that your....

Jack Shreve

Data Import Export Hero

jack comes to us with experience in the IT field and has been the go to guy for conversion work. His amazing skills will provide you plenty of satisfaction once you see that your data is accurate, usable and adds value to you your family and your business. When he’s not making elaborate sandcastles on beaches, he enjoys spending time with his wife and young children.

Sean McCaffery

QB Solution Provider Program

Sean McCaffery has more than 15 years of experience leading channel sales and cloud solutions in the US and Internationally. Sean has held leadership positions...

Sean McCaffery

QB Solution Provider Program

Sean McCaffery has more than 15 years of experience leading channel sales and cloud solutions in the US and Internationally. Sean has held leadership positions with Avaya in Europe growing the channel business with resellers and distributors in key countries driving double digit growth. He then joined Rackspace Technology and was instrumental in developing sales growth strategies in cloud adoption for customers and partners. Most recently, he ran channels at Dizzion responsible for dynamically growing and expanding the partner ecosystem through SaaS based VDI solutions before joining Intuit. Currently, he runs the QuickBooks Solution Provider Program supporting the strong business that solution providers and ISV partners have established as well as finding new opportunities to drive emerging mid-market growth together!

Convert My Books Hero

Our Team

Jim Filicetti, CPA

Dave Fritsch

Noah Raney

Jon Filicetti

Rose Filicetti

Gabor Terebesi

Jim Bitzan

Kim Mitchell

Jack Shreve

Sean McCaffery

Contact Information

About

Contact Us