Oodles, LLC is your Complete Advisory Solution (CAS) provider in North America. Through the use of CAS, Oodles trains and coaches accounting firms in how to create repeatable, documented processes to add advisory services to the list of services provided to clients.
Located in Fort Wayne, Indiana, Oodles has the ability to serve clients throughout the US and Canada with an exciting and proven method of changing the face of your CPA firm. The CAS software is only the beginning of our services. We also provide the tools, processes and coaching methods that enable both you and your clients to grow and succeed.
Our team has decades of accounting, business and leadership experience that will enable your CPA firm to create new revenue streams focusing on business advisory services for new and existing clients. Our CAS systems will not only help build your business, but also create a strong bond with your clients that will help lend stability to your business as well.
Ed Souers, CPA
Ed Souers began his accounting career in a CPA firm after obtaining his bachelor’s degree in accounting and business education from Huntington University. After building a loyal client base, Ed became a partner in Christen Souers, LLC, a firm located in Ft Wayne, Angola and Marion Indiana. He served as an owner, managing partner and director of advisory services.
Ed is a member of the Indiana CPA Society, the AICPA and has served on various committees throughout the years. He received an honorary Doctorate of Commercial Science from Huntington University.
With an advisory mindset, Ed searched for effective tools that would allow him to provide these valuable services to clients. Since discovering Complete Advisory Solutions (CAS), he has worked with well over 100 clients, enabling them to add to their success. To offer additional insight, Ed co-authored a book, 97 Ways to Greater Business Success, to encourage entrepreneurs in their journey.
Gary Bolinger, CAE
Gary Bolinger began his career with the Indiana CPA Society in 1984 after completing his bachelor’s and master’s degrees at Indiana State University. He was named CEO in April 1990.
He served on the CPA Society Executives Association Board of Directors including positions as treasurer, secretary, and president. He has served on several AICPA committees and task forces including Information Technology, Strategic Planning, Peer Review Board, Uniform Accountancy Act Committee and the Pre-certification Education Executive Committee. Gary now consults routinely with associations about strategy and governance and serves as an AICPA G400 firm representative.
Gary has received many industry accolades. He was named by Accounting Today as one of the “Top 100 Most Influential” people in the accounting profession three times. He was also named Association Executive of the Year by the Indiana Society of Association Executives and twice received the Indiana CPA Society Chairman’s Award.
Throughout his career, Gary has repeatedly seen the need for accountants to have an advisory role. That experience, along with his wealth of knowledge in accounting practices, has led him to focus his expertise on bringing Complete Advisory Solution to firms.
Matt Souers has been working in the Insurance industry since earning his bachelor’s degree with honors in business management with a minor in accounting from Huntington University.
Matt has focused his insurance career on risk management and analysis, specializing in insurance for non-profits. An entrepreneur at heart, he and his wife own a successful small business where he manages the finances and day-to-day operations. As a vital part of Oodles, Matt focuses on marketing and providing technical support for customers.
Through all of his roles, Matt has seen first-hand the importance of having a plan. That is why he is such a strong believer in the positive changes that CAS provides and is committed to helping accountants work with other entrepreneurs l to plan and grow their businesses using CAS.
John Minnich, MAcct, CPA, CGMA
John Minnich has 20 years of professional experience in business and academia as both practitioner and university faculty. He holds a Master of Accountancy degree from Manchester University, where he also received his undergraduate degree. With a consistent record of proven results as a business executive and financial leader, he has a history of driving organizational excellence.
He has served in several leadership roles including C -suite level positions. In 2014, he founded an advisory and consulting practice. In 2019, he was invited to participate in a national faculty candidate search solidifying a lecturer role at Purdue University Fort Wayne – Doermer School of Business.
John currently serves as president-elect and vice president of membership for the Fort Wayne Chapter of Financial Executives International (FEI). He is also a member of the Healthcare Financial Management Association, Indiana CPA Society and National Speakers Association. In addition, John facilitates professional development sessions for the Indiana CPA Society.
John’s passions for leadership, management and strategy, are perfect for his role as Director of Professional Development at Oodles. In this capacity, John engages with clients on forward-thinking initiatives, including the Complete Advisory Solution and how firms can best serve their clients through advisory services.
The Essential Guide
Schedule a demonstration of The Complete Advisory Solution and receive a free copy of our’ new book, Delivering Advisory Services: The Essential Guide by Richard Walters, with forward by Ed Souers, CPA.