Episode: 7

Chad Todd and Tom Boyle - TrustBooks


Chad Todd is the co-founder of TrustBooks, a Cloud based application designed to make the maintenance of trust accounting drop dead simple. Chad serves as the Chief Technology Officer.

Chad’s background is in Information technology. He has twenty-two years of technical training and consulting experience. Chad has trained thousands of students over the years in Microsoft and Security related technology. He holds over forty certifications from Microsoft, CompTIA, and EC-Council with specializations in messaging and security.

Chad is a published author of four books covering Windows Infrastructure and Security. He has written over three dozen technical articles for Redmond Magazine specializing in Microsoft technologies.

Chad loves talking to TrustBooks’ customers directly and hearing their pain points firsthand. Chad’s entire career has centered around using technology to increase productivity and efficiency. He makes sure the TrustBooks application always stays focused on making accounting easy, and not scary, for the non-accountant.


Tom Boyle is the co-founder of TrustBooks, a cloud-based application designed to make the maintenance of trust accounting drop dead simple. Tom serves as President.

Tom earned his undergraduate degree from Davidson College and his Masters of Accounting from Kenan-Flagler Business School at UNC-CH. Tom holds an active CPA license in North Carolina and spent the first 6 years of his career in Big 4 public accounting working for Deloitte & Touche and McGladrey & Pullen. Tom started his own CPA practice in 2010 that focused entirely on serving law firms. Tom sold his CPA practice in 2014 so that he could dedicate his time to building TrustBooks.

Tom brings the technical accounting expertise to the TrustBooks team. Tom loves jumping into complex accounting problems and finding solutions to help TrustBooks’ customers get back on their correct accounting footing. Tom has presented over 100 webinars and CLE trainings to legal professionals on trust accounting and law firm financial topics over the past decade.

In this episode of Beyond the Payment, Amanda Huyck sits down to talk with both Chad Todd and Tom Boyle, the co-founders of TrustBooks. Tune in as Amanda, Chad, and Tom talk about their cofounder working relationship, how TrustBooks started, and a hilarious story about a family vacation gone wrong. Learn more about TrustBooks here: [https://trustbooks.com/](https://trustbooks.com/).

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