Team
IncorTech is a team of accounting, technology and business consulting professionals who bring a variety of experiences together to serve our Clients throughout California and beyond.
The team at IncorTech all share a great love for the entrepreneurial spirit and find that our most rewarding experience is to see the success that results from helping our Clients to effectively align their people, processes and systems behind a common goal.
Steve Birdwell
President and Founder
Steve started IncorTech in 1995 after having spent 10 years in public practice as a CPA, several years as a coroporate controller where he began to master Sage MAS 90 and ultimately transitioned into the world of accounting software implementation and support. Steve is an active member of the Riverside, California Small Business Development Center and member of the Information Technology Alliance. Additionally, Steve is a Sage Leadership Academy alumni and enjoys spending lots of time with his wife and children with their boat at Lake Havasu.
David Birdwell
Director of Support Servcies
David, brother of Steve Birdwell, is a technical guru with deep expertise in data migration, software deployment and implementation. David has prior experience as both a Property Construction Manager and as a Production/Purchasing Manager for California Turbo. Dave provides implementation, consulting, training and support on Sage MAS 90 and 200 and Sage Extended Enterprise Suite and OasisCRM.
Jim Vogl
Senior CRM Consultant
Jim Vogl has over 11 years of Sage SalesLogix experience and is a SalesLogix Certified Engineer, SalesLogix Certified Sales Professional, and SalesLogix Certified for Dynalink. Jim’s expertise includes SugarCRM, OasisCRM, Microsoft SQL administration and programming, Exchange Server, Scribe data migration and integration software, WAN, LAN, and WLAN network technologies, Windows Server products, and various firewall solutions. Jim has successfully implemented and managed development and implementation teams on CRM projects ranging from 10 to 2800 users. Projects that Jim has participated in include New Horizons Computer Learning Centers, Verio web hosting and Pacific Investment Management Company (PIMCO). Jim also uses his technical and sales experience to aid the sales team in a sales engineer capacity. Prior to working with business software applications, Jim worked in both Construction and Real Estate in a Sales capacity. Jim has a Bachelor Degree in Finance Real Estate and is also a licensed Real Estate Broker in the state of California.
Jerry Fetzer
Senior CRM Consultant
Jerry Fetzer has over 10 years of Sage SalesLogix experience and holds multiple Sage SalesLogix technical certifications. Jerry's expertise includes SugarCRM and OasisCRM customization, Microsoft SQL administration and programming, SQL Reporting Services, .Net development, Crystal Reports development, and Scribe data migration/integration software. Jerry is also Microsoft Certified and formerly a Check Point (firewall and network security) Certified Systems Engineer. Jerry has played a key roll in the successful development and implementation of over 100 CRM projects. Projects of note include Wells Fargo Bank, CCH Tax Compliance, and Pacific Investment Management Company (PIMCO). Jerry is also a KPMG alumni and an actively licensed CPA.
Nick Schoeneberger
Solution Sales & Marketing Manager
Nick joined the IncorTech team in May 2008 after he spent several years working primarily with Distribution & Manufacturing companies on Sage Software products. Nick has brought his expertise in QuickBooks Enterprise Solutions along with years working in consulting firms to bear on meeting the needs of the Clients of IncorTech. Nick is a graduate of the University of Texas at Dallas with a B.S. in Economics and Finance and is a former U.S. Marine. Nick enjoys watching Mixed Martial Arts competitions and playing street hockey with his two sons.
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Alina Zoltek
QuickBooks Consultant
A veteran QuickBooks Consultant, Alina is a holder of the prestigious Advanced QuickBooks Certification and has a background in cost accounting and construction.
Connie Kennedy
Project Manager
A veteran Project Manager, Connie joined IncorTech in 2009 to help us deliver on the promise of the IncorTech Client Advantage..
Bernie Minton
Software Consultant
Bernie is a veteran CPA and Advanced Certified QuickBooks Pro Advisor. He is also an implementer of Fishbowl Inventory and MiSys Small Business Manufacturing.
Linda Terrell
Software Consultant
Linda is a dual certified QuickBooks Point of Sale Consultant and Sage MAS 90/200 consultant. An experienced accountant, Linda enjoys helping our clients with their support and training needs. Her unique combination of skills helps to make these projects go more smoothly and provides helpful insights that improve training results.
