Everyone thinks of changing the world, but no one thinks of changing himself

Leo Tolstoy

I am passionate about

  • Promoting flexible and virtual work programs in the profession – Anytime, Anywhere Work™ – so that people can win both at work and at home and in their personal lives.
  • Creating feedback-rich environments and effective performance evaluation processes in CPA firms, so that team members know where they stand and how to grow and be successful.
  • Educating others on financial benchmarking and reporting and creating more efficient and profitable operations.
  • Helping firms innovate their recruiting and retention programs to more successfully find the talent they need.
  • Helping clients see potential and opportunity around them and feel empowered to take advantage of it.

What makes me whole

  • Spending time in Louisiana, taking in the tastes, sights and sounds of my childhood there. I especially love blueberry picking with my dad in July and strolling through the streets of New Orleans with my husband, Nick.
  • Cooking a delicious meal and then lingering afterward for some engaging conversation with my two opinionated teenagers and our au pair from Germany.
  • Singing baritone with my women’s barbershop chorus, Noteable Blend.

My Prior Professional Endeavors

  • I served as the Firm Administrator for four great firms around the country where I helped them modernize and innovate their HR, financial, operational and IT functions to meet the needs of their team members and clients.

My Professional Involvement

CPA Consultants’ Alliance (CPACA)

Member

CPA Firm Management Association (CPAFMA)

Member

Awards & Accolades

INSIDE Public Accounting

INSIDE Public Accounting Most Recommended Consultants

Inspired Ideas Blog

Jan 29 2024

Find More Power by Being 100% Responsible

Inspired Ideas Blog, Leadership, Personal Development

As a facilitator and coach in our Transformational Leadership Program™ (TLP), I have the privilege of working closely with high-potential program participants to transform their mindsets and behaviors so they can make a leap forward in their influence of others. It’s inspiring to watch these leaders make small shifts and adjustments in their thinking and […]

Dec 8 2023

Build Sustainable Capacity by Adding Non-CPA Resources

HR/Organizational Development, Inspired Ideas Blog, Recruiting

Staffing has been a challenge for many years. Due to demographics and disruptions in the accounting pipeline, it’s likely that most firms will face continued tightening in the supply of accountants and CPAs. In the face of a talent shortage and growing demand from clients, firms must develop creative strategies to ensure their proper capacity. […]

Sep 27 2023

10 Steps to Ensure Your Salaries Are Competitive

HR/Organizational Development, Inspired Ideas, Inspired Ideas Blog, Recruiting, Retention Strategies

Compensation is a critical component of attracting, motivating, and retaining your team members. It’s not the only component (and sneak peek – #7 below encourages you to address those other components with your team members). However, when compensation isn’t at the level expected by recruits or existing team members, it can reduce the attractiveness of […]