Never doubt that a small group of thoughtful, committed citizens can change the world; indeed, it's the only thing that ever has.

Margaret Mead

I am passionate about

  • Releasing people from their fears and insecurities and unleashing their ability to shine and inspire.
  • Envisioning the future and elevating NextGen talent.
  • Facilitating challenging – even awkward discussions and unifying teams.
  • Generating innovative solutions to complex problems.
  • Driving change and growth.

What makes me whole

  • Spending time with my husband, our three girls and my parents.
  • Running and preparing for my next race.
  • Paddling, practicing yoga, gardening, cooking and baking and reading.
  • Being active in youth programs in my church.
  • Being part of a completely virtual, completely flexible team that practices the leadership lessons we teach every day.

My Prior Professional Endeavors

  • I was a partner at BDO where I ran the National Financial Solutions Group practice with nearly 100 consultants providing financial systems consulting services to clients.
  •   I was VP of Sales and Customer Services and led the sales, marketing and customer services groups for Sage Software (formerly SOTA) -- my roots are in technology.

My Professional Involvement

CPA Consultant’s Alliance (CPACA)

Founding member

The Consultants' Trust

Member

New Horizon's Group

Member

CPA Firm Management Association (CPAFMA)

Member

AICPA

Member

Association for Accounting Marketing (AAM)

Member

American Marketing Association (AMA)

Member

Digital CPA Conference

Planning Committee Member

Forbes Coaches Council

Member

Awards & Accolades

CPA Practice Advisor

Accounting Hall of Fame

CPA Practice Advisor

Top 25 Thought Leaders

Accounting Today

Top 100 Most Influential People in Accounting

INSIDE Public Accounting

Most Recommended Consultants

AICPA/CPA

Most Powerful Women in Accounting

Inspired Ideas Blog

Dec 20 2022

It's All About Love, Actually

Inspired Ideas Blog, Personal Development

Season’s Greetings! I want to write a message filled with joy, wonder and the happiest sentiments of the holiday season. But it won’t be as jolly as that because I’m actively grieving the loss of my mom and OG bestie, Della Lee. Since she was released from her failing body and mind, I’ve been experiencing […]

Oct 5 2022

An FAQ for Firing Clients On October 21st

Governance/Decision Making, Inspired Ideas Blog, Leadership, Next Generation, Retention Strategies

By now, I hope you've heard that we've declared October 21st National Fire Some Clients Day. We truly believe that firing clients is an immediate, emergency measure to make breathing room for both leadership and team members in your firm. Firing clients symbolizes your firm's commitment to right-sizing your capacity going into the Spring busy […]

Aug 17 2022

Committing to a Continuous Generosity Practice

Inspired Ideas Blog, Leadership, Personal Development

It is simple to walk through life thinking about ourselves, our families, our clients, our projects, our hobbies, our finances, our time, our image, our feelings, and more. For whatever reason, humans are designed to be self-centered and to see, hear, and read things through the lens that places our “me” and “my” at the […]