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
Meet Other Team Members
Inspired Ideas Blog
Ten Ways Independence Can Go Too Far
I’m a worry wart. One of the ways I manage my concerns is to make lists. As I process opportunities and problems, I find myself making lists of pros, cons, impacts and solutions. Those lists sometimes morph into content we then use for courses, blogs, articles, live streams, and more. So, I’ve decided to hatch […]
An FAQ for Firing Clients on National Fire Some Clients Day™
By now, I hope you've heard that we've declared the first Friday after May 15th and October 15th each year to each be National Fire Some Clients Day. We truly believe that firing clients can be both an immediate, emergency measure to make breathing room for both leadership and team members in your firm and it can […]
It's All About Love, Actually
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 […]
