Our mission is to help CPA firms improve the quality and efficiency of the employee benefit plan audit process.
Kelly Mann, CEO + CPA
OUR STORY
As a CPA, our CEO and Co-Founder, Kelly Mann, wanted software that would enable her
practice to be efficient and price competitive without sacrificing quality. AuditMiner
extracts 401k data and produces a foundational set of workpapers for the CPA.
TIMELINE
2018
Kelly Mann has an idea to streamline her own EBP Audit Practice using software, and wants to own this vision. After googling “How to start a software company,” she knew she needed a team to bring this idea to life.
2019
Following months of market research, Kelly agrees to meet Jason Bogner at a golf course clubhouse. At this same meeting, they decide to start the business together. AuditMiner was incorporated in October 2019.
2021
AuditMiner launches in April 2021 with 1 recordkeeper available.
Today
To date, AuditMiner has processed more than 2,000 plans with customers in over 40
states. Customers range from sole proprietor to top 100 CPA firms. The organization has
grown from 2 employees to 14.
The AuditMiner Team
OUR TEAM
We are a growing organization made up of unique and talented individuals.
Kelly Mann, CPA
Co-Founder + CEO
Jason Bogner
Co-Founder + CTO
Chris Dahl
Head of Sales
Victor Amaya, CPA
Customer Success Team Lead
Matt Macari
Head of Development
Brooke Witt
Account Executive
Lucas Duman
Product Owner
Shameah Sayed
Operations Team Lead
Caralynn Orbell
Marketing + Content Team Lead
Karen Bohac
SOC Project Coordinator
Allie Stanley
Data Associate
James Narke
Junior Developer
Ben Sigal
Senior Front-End Engineer
Tim Abramson
Senior Developer
Want to join us?
We're always looking for positive people to join our fast-paced, creative, and dynamic team. Contact us to see if you would be a good fit.