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

Tamera Loerzel

Partner

Renee Moelders

Partner

Brianna Johnson

Consultant

Sylvia Lane

Consultant

Inspired Ideas Blog

Feb 10 2021

Our True Wealth is Our Health

COVID-19, Inspired Ideas Blog, Personal Development

This past year, there’s been a silent assailant at work against our health and well-being. The COVID-19 virus has threatened to make us either mildly or seriously ill. The risk of infection has threatened the livelihoods of many and has tabled all group activities, including fitness, too. It has placed a distance between us, our […]

Jan 20 2021

In 2021, Less is More

Governance/Decision Making, Inspired Ideas Blog, Personal Development

Most of us entered the new year with tentative optimism, hoping things will be better than 2020. But we’re still in a pandemic, racial equity still eludes us, and the political climate has gone haywire. Add to that the rapid changes we’re facing with legislation, technology and succession and it can all be overwhelming. To […]

Aug 21 2020

8 Coping Strategies Getting Me Through This Pandemic

COVID-19, Inspired Ideas Blog, Personal Development

How are you? I mean, really. How are you doing over there? None of us could have anticipated this pandemic and the abrupt transformation of our lives as a result. And none of us would have pictured it continuing for all of 2020, but that’s exactly what it’s doing. Perhaps most disconcerting is that none […]