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

Nov 21 2023

Blessings Everywhere!

Inspired Ideas Blog

This time of year, it’s easy to be caught up in the hustle of holiday preparations – for Thanksgiving and for the busy holiday season that follows. Many feel the pressure of year-end upon us, with the need to tie up loose ends, put solid plans in place for 2024, and, ultimately, finish the year […]

Oct 11 2023

Five Strategies to Demonstrate True Ownership

Communication, Inspired Ideas, Inspired Ideas Blog, Leadership

"Leaders become great, not because of their power, but because of their ability to empower others.” -John Maxwell, Leadership Author Ownership. Partners, leaders, and managers want their people and peers to demonstrate it. Staff want to earn it. This elusive, powerful, and highly effective leadership attribute demonstrates our mastery over areas of responsibility, action items, […]

Jun 30 2023

Ten Ways Independence Can Go Too Far

Inspired Ideas Blog, Leadership

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 […]