About Me

WHY DID YOU START YOUR ACCOUNTING FIRM?
After working in a wide variety of accounting and technology roles, I realized that my true passion is working with businesses and individuals, helping them use their financial and accounting data to reach their goals. Numbers don’t just tell a story that happened in the past; they can also be used prospectively to plan for the future.

Developing clean and clear accounting processes and customizing systems based on actual day-to-day processes helps to generate numbers that are relevant and useful. These numbers can be used to tell the story of the past, provide a snapshot of the present, and develop objectives to meet goals for the future. With accurate and useful financial information, tax and business strategies can be developed more easily and effectively.

I enjoy the process of opening minds to the power of accounting, helping clients to gain a greater understanding of the data and numbers, which can ultimately lead them to greater success and much less day-to-day stress.

WHO IS YOUR IDEAL ACCOUNTING AND/OR BOOKKEEPING CLIENT?
My ideal accounting client is ready to work with a trusted partner who can help them develop better systems and processes. This client is open to adopting new processes for tracking and documenting financial information.

Our relationship is a two-way street, so I will always have expectations of my clients, and we will define our roles in our process up front. If my client doesn’t have the bandwidth to work directly with me, I am able to work with an internal resource or their assistant. I always need a point of communication to gather data and ensure compliance.

We may have quite a bit of work up front, but ultimately, the system we develop will enable my client to have more time and freedom to develop their business and work on programs and activities that support its growth. Together, we can address any issues and problems that are preventing my client from getting the accounting data they need to support day-to-day operations and meet goals.

WHAT OTHER SERVICES DO YOU PROVIDE? HOW DO WORK WITH THEM CLIENTS?
I also prepare tax returns for businesses, individuals and non-profits and provide accounting services to small businesses, investors and multi-asset family offices. For all of my clients, I like to stay on track with annual, semi-annual or quarterly planning meetings and checkpoints, depending on the individual situation.

WHAT IS YOUR BACKGROUND IN ACCOUNTING?
After graduating from the University of North Carolina at Chapel Hill (Kenan Flagler School of Business), I worked with technology as a deployment and process consultant at Accenture and then DoubleClick (now part of Google). After working in this field for several years, I developed a strong interest in the role of accounting and financial data in the Strategic Planning function. I then left technology to pursue a career in accounting, obtaining my Masters in Accounting at Baruch College in New York City and then working as an auditor and structured finance assurance associate at Ernst & Young, LLP. Prior to starting my firm, I worked as a Controller for a private investment entity, managed a large family office for a high net worth family, and worked locally as a seasonal tax preparer.