Financial Lessons from Sports and Team Leadership
Growing up in Lynn, sports played a big role in shaping who I became. I played football and hockey in high school, and I also boxed in the Silver Mittens and Golden Gloves. Later on, I coached baseball and served as a scoutmaster for seven years, helping several young men earn their Eagle Scout rank. […]
Life Lessons from the Field and the Office: Leadership in Sports, Scouting, and Business
Throughout my life, I have had the privilege of wearing many hats. I played football and hockey in high school, boxed in the Silver Mittens and Golden Gloves, coached baseball, and served as a Scoutmaster for several years. Later, I moved into the world of corporate finance and eventually ran my own tax practice. Looking […]
Building Trust in Client Relationships: Why Personal Connection Matters in Accounting
In accounting, numbers are important. Accuracy, compliance, and strategy are the foundation of everything we do. But over the years, I have come to realize that trust is just as critical as numbers. Clients need to know that their accountant understands their goals, respects their challenges, and will always act in their best interest. Without […]
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 […]