Who we are

At Money Forward® Partners, we’re passionate about advancing the accounting profession. As AI and technology reshape the industry, we believe the future belongs to firms that can combine deep client relationships with cutting-edge productivity.

Backed by Money Forward® Group, our mission is to bring together the best of both worlds—human connection and smart automation—to redefine how accounting firms operate.

Let’s work together to strengthen your client relationships, boost efficiency, and move your firm forward.

Best of the both worlds

People First, Always

Accounting is ultimately a people business—built on trust, relationships, and human insight. While AI and technology can enhance our services, they will never replace the connection we have with our clients or the care we extend to our team. At Platform, we prioritize our people—both clients and employees—because great relationships drive great results.

Empowered by Technology

We believe technology should elevate—not replace—the human touch. That’s why we embrace innovation that helps our teams work smarter, respond faster, and deliver greater value to clients. From automation to advanced analytics, we invest in tools that streamline workflows and enhance decision-making—freeing up our people to focus on what matters most: building meaningful relationships and delivering exceptional service.

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 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.