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 700 plans with customers in over 37 states. Customers range from sole proprietor to top 100 CPA firms. The organization has grown from 2 employees to 14.

The AuditMiner Founding Team

OUR TEAM

We are a growing organization made up of unique and talented individuals. 

Kelly Mann
Co-Founder + CEO
Jason Bogner
Co-Founder + CTO
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Chris Dahl
Head of Sales
Victor Amaya
Customer Success Team Lead
Matt Macari
Head of Development
Alyson Krings
Product Strategy Manager
Patty Umphress
Product Operations Manager
James Narke
Junior Developer
Caralynn Orbell
Marketing + Content Team Lead
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Shameah Sayed
Operations Team Lead
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Karen Bohac
Executive Assistant
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Allie Stanley
Data Associate
Mahider Mengiste
Junior Full Stack 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.

Want to join us?

We're always looking for positive people with the drive to make a difference. 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!