Marcus Wagner

About Marcus Wagner

I have more than 25 years of experience working with large, medium and small companies in the areas of financial accounting and auditing, process and internal controls consulting, and management advisory services. My career began at PricewaterhouseCoopers, where I spent time in the financial audit and risk advisory practices. I was a co-founding partner of Calvetti, Ferguson & Wagner, an accounting firm. I was the Founder and CEO of AcctTwo Shared Services, LLC, an accounting software and managed services firm for middle market companies and non-profits, which was acquired by Baker Tilly US LLP in October 2021. I am currently a Partner in the Baker Tilly Digital Practice, leading our Finance-as-a-Service team. I hold a B.A. from Rice University and am a Certified Public Accountant (C.P.A- Texas). Specialties: Business process outsourcing, process design, process re-engineering, internal controls, internal audit, Sarbanes-Oxley, accounting, auditing, business consulting, business process outsourcing, ERP and accounting software implementations and development.

Experience

1. Partner, Baker Tilly Digital

   Baker Tilly US

   Oct 2021 — Present · Houston, TX, US

   I lead Baker Tilly Digital\'s Finance-as-a-Service practice, where we focus on transforming the Finance function into a strategic business asset. We work with high-growth companies and non-profits to help them at all stages of their digital transformation journey. Whether it\'s solving growing pains associated with outgrowing the accounting software; helping automate growth-related complexities like multiple legal entities, currencies, locations, or multiple ways required to slice and dice financial and management reports; automating non-value-added manual tasks; or seeking to gain strategic insights into the business through reporting, analytics and artificial intelligence; our team provides solutions for the modern Finance leader, either in a Software-as-a-Service model or a Managed Accounting Services approach. We are Sage Intacct\'s global Partner of the Year for the past 9 years in a row and also work with a number of other best-in-class software and technology partners to curate, integrate and optimize third party technology stacks for customers in our chosen industry verticals, and then develop our own proprietary products to complete the solution for the CFO or Finance leader. Our team works at the intersection of Finance and Accounting, business process and industry vertical expertise, and technology to continually innovate and create the future of Finance and Accounting.

Education

• Rice University

  Bachelor of Arts (B.A.), History and French

  1989 — 1993