About Us

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 15.

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 Owen
Head of Development
Brooke Witt
Account Executive
Lucas Duman
Product Owner
Karen Bohac
SOC Project Coordinator
Janny Mullen
Employee Benefit Plan Technical Lead
Caralynn Orbell
Marketing + Content Team Lead
Shameah Sayed
Operations Team Lead
James Narke
Junior Developer
Tim Abramson
Senior Developer
Allie Stanley
Data Associate

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.

Book a demo with us.

Are you excited to find out more? Start by scheduling a 30 minute demo!

Got some questions?

Take a look at our FAQs to get quick answers. Want to dive deeper? Consider booking a 30 minute demo!