From CFO to Small Business Owner: The Value of Corporate Experience in Tax Practice
When I look back over my career, I see a path that has taken me from corporate boardrooms to sitting across the table from small business owners who need someone they can trust with their finances. It has been a journey full of lessons, challenges, and opportunities, and one that has shaped the way I […]
Philanthropy and Finance: How Giving Back Strengthens Communities
When people think about accountants, they often picture tax returns, financial statements, and spreadsheets. While those are certainly part of my daily life, my career has also shown me something more important: the connection between money and meaning. Finance isn’t just about earning and saving—it’s also about using resources to make a difference. That’s where […]