Introducing the '25-'26 Accounting Partner Advisory Board

At Ramp, our partners and customers remain at the heart of everything we do. That’s why we’re excited to introduce the 2025–2026 Accounting Partner Advisory Board—an exceptional group of 14 firms, including four returning members from our inaugural board and ten new voices bringing fresh perspectives and momentum.

This board plays a critical role in shaping our platform, partner programs, and overall strategy—ensuring that the evolving needs of accountants and their clients stay front and center. As the profession undergoes rapid transformation through AI, automation, and advisory-led services, we’re grateful to collaborate with such a talented and engaged group. We look forward to a year of thoughtful partnership, innovation, and progress as we work together to shape the future of finance.

To help you get to know the board, we asked each member two questions:

• What motivated you to join Ramp’s advisory board?
• What are you hoping to contribute to the board — or learn from others?

Here’s what they had to say:

Julia Misaki, VP Finance, Attivo Partners

What motivated you to join Ramp’s advisory board?

One of the things that I appreciate about Ramp is how quickly they release new features. As we work together with the Ramp team, it's been exciting to see how our feedback is being taken into consideration when they release those features or make improvements to existing products.

What are you hoping to contribute to the board — or learn from others?
I look forward to learning about the challenges other Board Advisory members face and how they are resolving them, as well as sharing some of my own experiences.

Dan Luthi, Partner & COO, Ignite Spot

What motivated you to join Ramp’s advisory board?

Ramp has consistently impressed me with its thoughtful, automation-first approach to spend management. Their product design aligns with the way modern accounting and advisory services are evolving — creating real-time visibility, reducing friction in processes, and integrating seamlessly with the broader financial tech stack.

What are you hoping to contribute to the board — or learn from others?

At Ignite Spot, we prioritize building systems that help our clients make faster, more informed decisions. Ramp’s philosophy complements that. Their commitment to simplifying workflows and eliminating unnecessary steps resonates with the work I do every day with small to mid-sized businesses.

Being part of the advisory board gives me a way to directly contribute feedback from the front lines — insights from firm workflows, client frustrations, and technology gaps. That level of collaboration is rare and valuable.

Matthew May, National CAS Managing Partner, Acuity powered by Sorren

What motivated you to join Ramp’s advisory board?

Trying to stay up with one of the fastest progressing companies in one of our core areas of service, procure to pay.

What are you hoping to contribute to the board — or learn from others?

I'm hoping to keep up with the other leaders in the accounting field. Hoping to bring some practicality around adoption and change management issues that big firms face with technology changes.

Geniene B. Scherer, CPA & Partner, Abdo

What motivated you to join Ramp’s advisory board?

I am SO excited about Ramp and the tremendous impact it is already having for our clients! I look forward to working with this board and the talented group at Ramp to provide insight from the user and partner perspective and to influence product features, functionality, and direction.

What are you hoping to contribute to the board — or learn from others?

There is a great deal of collaboration and learning that happens whenever professionals get together, especially when we come from different backgrounds and perspectives. I look forward to this valuable time together.

Dana Maxwell, Director - CAS Department, HRK

What motivated you to join Ramp’s advisory board?

I am thrilled to be a part of the Ramp Advisory Board. Ramp has been a 'godsend' to our firm. We needed a bill pay - expense management platform that was easy to use, easy to add clients to and provided meaningful insights and transparency - Ramp does all of that!

What are you hoping to contribute to the board — or learn from others?

I am passionate about the tools that our firm uses to help our clients and look forward to sharing how we use the platform and the hurdles we do encounter so that we can all work together to make the best experience possible. I really enjoy meeting and working with my peers in the industry - there is so much to learn and share with each other!

Matt Wallace, Manager of Innovation, Armanino

What motivated you to join Ramp’s advisory board?

I believe in a true partnership with any of our partners. Being on the board brings an open channel for collaboration to both parties. Working together, I am excited to bring positive enhancements that can better Armanino but also Ramp & all their clients.

What are you hoping to contribute to the board — or learn from others?

My goal is to help ideate some new features that will better Ramp and all its partners.

Megan Dumm, Partner, RSM

What motivated you to join Ramp’s advisory board?

Ramp supports the way we deliver outsourced accounting services to our clients by improving efficiency, control, and visibility through automation. I joined to help shape a platform that is essential to delivering modern, technology enabled finance services.

What are you hoping to contribute to the board — or learn from others?

I plan to share insights from working with a variety of clients who rely on outsourced finance teams and require scalable, reliable tools. I am also looking forward to learning how others are evolving their service models and using technology to drive value.

Lauren Hoffman, Business Development Manager, Squire

What motivated you to join Ramp’s advisory board?

I’ve seen firsthand the impact Ramp has had on our clients’ operations. The platform simplifies spend management in a way that’s both powerful and intuitive, and it’s been exciting to watch how much value it’s brought to the companies we work with. That made joining the advisory board an easy decision. I’m genuinely excited to contribute to Ramp’s continued growth and innovation, and to be part of a community of professionals who are just as passionate about building smart, scalable solutions.

What are you hoping to contribute to the board — or learn from others?

With a background rooted in building strong partnerships and improving operational efficiency, I bring a perspective focused on creating practical, value-driven solutions for clients. I’m equally excited about the opportunity to learn from the diverse experiences of the other board members. It’s a unique chance to collaborate, share ideas, and grow alongside a talented group, all while contributing to Ramp’s continued innovation and impact.

Martha Eleftheriou, Senior Manager, Wiss

What motivated you to join Ramp’s advisory board?

With over 13 years of experience across both public and private accounting, I’ve seen how impactful the right financial tools can be — not just for businesses, but for the firms that support them. Ramp’s commitment to innovation in spend and expense management, combined with its focus on building partner relationships, made joining the Partner Advisory Board an exciting opportunity. I’m looking forward to contributing to a platform that’s reshaping how companies manage their finances.

What are you hoping to contribute to the board — or learn from others?

I aim to bring a practical, client-focused perspective to the board — one that reflects the real-world needs of accounting firms and their clients. Drawing from my experience in outsourced accounting, I hope to help guide the evolution of Ramp’s Partner Program that resonates with finance teams and firms of all sizes. I’m also eager to learn from fellow board members how they’re navigating digital transformation in their own practices, as well as collaborate on ways Ramp and the Partner Program can continue to deliver value to companies.

Matt Tait, CEO, Decimal

What motivated you to join Ramp’s advisory board?

Ramp has been an amazing Decimal partner for over 5 years. Not only has the company been a huge benefit for our clients, but also for our own team as well. I love it how Ramp continues to innovate and add more ways to help our clients. I want to be a small part of that and I feel that joining the advisory board will best position Decimal to continue to be a great partner.

What are you hoping to contribute to the board — or learn from others?

As Decimal enters a new phase of growth, my goal is to help Ramp become the preferred option for more and more accounting firms, bookkeeping firms, and fractional CFOs. The more we all work together, the better we'll all be. I believe that Decimal's experience with technology, scaling, starting firms, and being venture-backed can add a unique perspective to the board.

I'm hoping to learn from the Ramp team about how to be a better partner. What are more things that Decimal can do to be a better partner. I'm also hoping to learn from other board members about how to best integrate Ramp and other tools.

Danielle Nieters, Partnership Manager, Burkland

What motivated you to join Ramp’s advisory board?

My decision to join Ramp’s advisory board was driven by the strong strategic alignment between Ramp and Burkland and the joint success our partnership has brought.

What are you hoping to contribute to the board — or learn from others?

I’m excited to contribute insights that can help strengthen Ramp’s partner program and go-to-market strategy, and to learn from other great partnership leaders in the accounting space to support collective growth.

Daniel Spada, CPA & Managing Partner, Exact Partners

What motivated you to join Ramp’s advisory board?

I want to advocate for our client and employee users, to make sure they have the best possible UX with a product that has become a foundational member of the finance tech stack.

What are you hoping to contribute to the board — or learn from others?

I'd like to mind share with other accounting leaders who are also seeing around corners, understanding that accounting-as-a-service is the future of the industry, solving many of the demographic challenges accounting is currently facing.

Dana McMillon, Controller & Onboarding Specialist, JColeman Consulting

What motivated you to join Ramp’s advisory board?

I was motivated to join Ramp’s advisory board because I’ve seen how much of a difference the right tools can make for clients — especially when they’re easy to use and help automate manual work. Ramp is clearly pushing the industry forward, and I’m excited to be part of that. I also value the opportunity to collaborate with other accounting professionals. I’m always eager to exchange ideas and learn from others!

What are you hoping to contribute to the board — or learn from others?

I’m hoping to bring real-world experience to the table — sharing what’s worked well for me, as well as where I’ve faced challenges with clients. I’m also excited to hear how others are tackling similar issues and to learn new strategies for improving accounting operations. Additionally, I look forward to providing feedback on features, improvements, and new functionalities. Staying up to date with the latest developments will help me continue to offer the best recommendations and service to my clients.

Colman Edwards, Sr Director of Technology, Countsy

What motivated you to join Ramp’s advisory board?

I was motivated to join Ramp’s advisory board because I deeply align with Ramp’s mission to simplify and innovate financial operations. Having spent significant time working with venture-backed technology startups, I understand firsthand the impact of efficient financial solutions and automated workflows. Ramp's dedication to enhancing financial productivity resonates strongly with my professional passion for leveraging technology, especially AI and automation, to streamline processes and empower my clients to focus on growth and strategic initiatives.

What are you hoping to contribute to the board — or learn from others?

In joining Ramp's advisory board, I'm eager to contribute my extensive experience in financial technology, automation, and systems integration—particularly by providing insights into optimizing financial workflows and leveraging AI to enhance operational efficiency. I also look forward to learning from fellow board members, exchanging ideas and best practices around managing financial complexities, and exploring innovative ways to support strategic growth through technology.

All members of our Accounting Partner Advisory Board are also Ramp Accounting Partners. For more information about Ramp’s Accounting Partner program, please visit https://ramp.com/accounting-partnerships.