Who we are

Money Forward® Partners is the professional services extension of the Money Forward® Group, a global leader in financial technology. While the world of accounting is being reshaped by AI, we aren't just observers of this shift—we are the architects of the tools defining it.

As a software-rooted organization, we believe that the highest level of accounting excellence happens when world-class SaaS infrastructure meets deep human insight. We don't just "use" technology; we build the digital ecosystems that allow our teams to work at the speed of modern business.

About Money Forward® Group

Money Forward, Inc. is a leading fintech and SaaS company in Japan, serving over 12 million individual users and more than 4,600 accounting and labor law firms. Founded in 2012 and listed on the Tokyo Stock Exchange (TSE: 3994), the company offers a suite of cloud-based solutions for both individuals and businesses.

Its products include personal finance tools like Money Forward ME for household budgeting, as well as Money Forward Cloud—a comprehensive back-office platform covering accounting, payroll, invoicing, expense management, and HR.

Widely recognized for its innovation, Money Forward plays a key role in digitizing and automating financial operations across Japan.

Meet the Team

  • Sandy Kimura

    CEO / Partner

    Started his career at Sony Corporation in HQ Accounting, and lead global expansion and operations for Japanese IT conglomerate Rakuten for over 10 years before joining Money Forward Inc. Has been keeping his wife’s C Corp business’s bookkeeping for nearly a decade using QBO.

  • Seth Gittlitz

    COO / Partner

    Entrepreneurial and hands-on financial operations executive with demonstrated turnaround expertise in retail, hair salons, hospitality, real estate & travel.

  • Erik Ford

    External Advisor

    Erik brings over 15 years of experience in private equity and venture capital, with expertise in technology investments and strategic growth initiatives. He has played a strategic advisor role for Money Forward for multiple years.

  • Rick Whipple

    Rick Whipple CPA

    Managing Partner, Money Forward WhippleWood, LLC
    CPA License: Colorado #5486

    A veteran CPA and entrepreneur since 1978, Rick served as CEO of WhippleWood CPAs and earned a finalist spot for the NSBA Small Business Advocate of the Year for his lobbying efforts in Washington. He combines four decades of ownership experience with a commitment to active listening to help small businesses navigate modern financial challenges.

  • Mona Feeley CPA

    Managing Partner, Money Forward WhippleWood, LLC
    CPA License: Colorado #17265

    Started her career in 1993 and has been with WhippleWood since 1999, specializing in cash flow management, tax planning, and exit strategies for closely held businesses. Drawing on her own experience as a small business owner, she brings a unique perspective and contagious determination to helping clients navigate complex life and business challenges.

  • Mitch Clark CPA

    Managing Partner, Money Forward WhippleWood, LLC
    CPA License: Colorado #9035367

    Started his entrepreneurial journey as a teenager by building and selling a property management company before joining WhippleWood in 2012. He leverages his background as a former business owner to provide diligent mentorship, helping clients navigate complex tax and technical issues through clear communication and reliable advice.