Be the change that you want to see in the world.

Mahatma Gandhi

I am passionate about

  • Empowering leaders to thrive.
  • Developing and fulfilling on visions.
  • Bringing unity and clarity to teams who can then produce unimaginable results.

What makes me whole

  • Spending time with my husband and three children and grandson. 
  • Traveling to places where the sun warms me! Cruising is also great so I can see and experience many places in a short amount of time.
  • Running, practicing yoga, paddle boarding, boating and fishing, playing the piano or painting (with wine, course!).
  • Grilling during the summer – and even stretching it out into the Minnesota winter! I love to try new recipes and my family are willing guinea pigs!

My Prior Professional Endeavors

  • I managed the BDO USA Minneapolis consulting group and implemented their middle market financial software service methodology and their customer relationship management software.
  • I also directed the national sales and marketing efforts of the package solutions group at BDO.
  • Prior to BDO, I was the National Sales Manager for State of the Art, Inc. (now known as Sage Software, Inc.), where I was responsible for financial systems sales, CPA programs, marketing communications and recruitment, and channel communications.

My Professional Involvement

CPA Consultant’s Alliance (CPACA)

President

The Consultants' Trust

Member

Association for Accounting Marketing (AAM)

Member

CPA Firm Management Association (CPAFMA)

Member

Awards & Accolades

Accounting Today

Top 100 People to Watch

INSIDE Public Accounting

Most Recommended Consultants

AICPA/CPA

Most Powerful Women in Accounting

Inspired Ideas Blog

Nov 22 2022

Look Newly to Find Joy and Gratitude

Inspired Ideas Blog, Personal Development

Many of us have been overwhelmed this past year with the sheer gift that life is with all its blessings, opportunities, hurt, grief, and uncertainties. We’ve written and encouraged a regular gratitude practice that can presence joy and contentment at any moment. While it can be simple to practice gratitude and presence happiness, sometimes we […]

Sep 2 2022

Overcome the Top 6 Excuses for Not Firing Crummy Clients

Client Retention, Inspired Ideas Blog, Leadership, Retention Strategies

We are in the midst of the “Great Resignation,” an inflationary period, changing and increasingly complex regulations and standards, coming off of a pandemic that literally rocked our world, and experiencing the highest volume of work most firms have ever seen. To compound this, we are seeing declining accounting undergraduate and Master’s degrees, lower college […]

Apr 7 2022

Orientation is Not Onboarding

Inspired Ideas Blog, Leadership

Many firms have updated their employee orientation and onboarding processes these past couple years, and rightly so. It’s not just the move to remote that is driving this trend. In this time of the Great Talent Migration, leaders know how crucial an employee’s initial experience is in their first few months with your firm, or […]