Director of Operations
Devine Consulting, LLC
Sam Hallburn brings over a decade of entrepreneurial experience in the financial sector and more than 20 years of cross-functional expertise spanning finance, marketing, HR, and sales. She is the Director of Operations at Devine Consulting, LLC where she leads the accounting team and helps business owners better understand their numbers, strengthen financial systems, and use QuickBooks Online more strategically in their businesses.
A Certified QuickBooks ProAdvisor since 2016, Sam is a nationally recognized QuickBooks Online educator, teaching accounting professionals and small business owners across the country through seminars, workshops, and industry events. As founder of PBS Accounting and Tax Solutions and Simplified Accounting Management, Inc., Sam bring years of hands-on experience building firms, advising clients, and developing practical financial education for business owners.
Sam’s industry recognition includes alumna status of the Intuit Accountant Council, advisory board membership with Insightful Accountant, and a member of the Woodard Writers Coalition. She has been recognized as a Top 100 ProAdvisor for the last 3 years and was awarded the Top Niche-Practice ProAdvisor for 2025. Known for her relatable, practical approach, Sam is passionate about equipping business owners with the financial clarity they need to make confident decisions and build stronger businesses.
As client expectations evolve, many CPA firms are expanding beyond compliance into advisory services. This session explores how firms can build and grow an advisory practice—from identifying the right services and clients to aligning talent, pricing, and processes. Learn practical steps to develop advisory offerings that drive deeper client relationships and sustainable firm growth.
Accounting firms must embrace technology to stay competitive and deliver exceptional client service. In her presentation, Samantha empowers accounting professionals to harness the power of technology to streamline workflows, automate tasks, and enhance client experiences. By exploring a strategic approach to technology adoption, attendees will discover how to optimize their practice without overwhelming their team with a complex tech stack.
What you’ll learn:
In today’s fast-paced landscape, technology adoption is essential, yet firms often grapple with the ever-evolving influx of tools and the challenge of using them effectively. To thrive, leaders must prioritize investments in technologies that simplify workflows, enhance collaboration, and reduce administrative burdens — empowering employees and enriching client relationships.
This dynamic panel of technology experts will explore actionable best practices and innovative strategies. Attendees will gain insights into how forward-thinking firms are leveraging cutting-edge tools, and discover what steps firms and individual professionals can take to optimize their tech stacks for greater efficiency, collaboration, and career growth.