The CAAS team is focused on helping with seamless integration of technology with strategic initiatives by consulting with clients to assess their needs to reach their end goals. Once a design is created, our CAAS team has the experience to build out the platform using best in class tools like Sage Intacct and has capabilities to build integrations to other systems like CRM, FP&A, and time & billing to provide clients with a holistic view of their business.
“We are thrilled to welcome John and Natasha to the CAAS team”, stated Irfan Dossani, Partner-in-Charge of Client Accounting & Advisory Services. “Their forward-thinking mindsets and technology solutions implementation knowledge will tremendously help our clients achieve business goals and improve efficiencies across the organization.”
Yeager has more than 20 years of experience focused on advisory, audit, strategic planning, business development and transformation, and relationship management. He primarily serves clients in the professional services, healthcare, real estate, and family office industries and has experience in the construction and technology industries. Yeager is passionate about growth, developing strong relationships with clients and partners, and helping clients transform the way they do business.
Yeager has been a speaker at Digital CPA Conference, IT Alliance and through his webcast “Think Business.” He is a member of the American Institute of Certified Public Accountants (AICPA) as well as the Georgia Society of CPAs (GSCPA).
Yeager received his B.S. from the University of Alabama.
Klebba has more than 25 years of system and accounting experience. Focused on Sage Intacct system architecture and design, global financial reporting, domestic accounting, tax compliance, audit and bookkeeping. She primarily serves clients in the professional services, consulting, software, family office, non-profit and labor union industries. Klebba enjoys working with client to help them solve challenges and build an accurate and efficient system to improve their day-to-day work lives.
Klebba continues to volunteer her time to speak at Sage Intacct conferences, such as Sage Transform and Sage Summit. She enjoys working with the Sage Intacct product manager’s to share her insights and experiences.
Klebba is a certified public accountant (CPA) and earned her B.A. from California State University at Fullerton.
About Whitley Penn, LLP
Whitley Penn has consistently been recognized as “One the Top 100 Firms in the U.S.” and “Best of the Best” by INSIDE Public Accounting and other industry publications. We are a member of HLB International, a global network of independent advisory and accounting firms. For more information on Whitley Penn, please visit www.whitleypenn.com.