JoAnn Daniel is a consultant in Wipfli’s technology consulting practice. Her experiences include providing implementation support, assisting clients with help desk issues and providing recommendations for updating workflow and best practices. She works to learn each organization’s workflows and unique requirements, lead discussions on desired change and configure Sage Intacct to meet those needs or assist in reconstructing workflows.
JoAnn focuses on supporting Intacct implementations and engaging in specialized projects including business process improvements, report writing and data extraction and formatting for imports.
Areas of Focus
- Accounting software consulting and implementation
- Business process improvement
- End user and workflow configuration with ServiceTrade
- User acceptance training
EducationUniversity of Massachusetts
- Bachelor of science degree in accounting