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Featured Posts

Teaching & Speaking


> Responsive business guidance 

> Customized internal reporting

> Top-notch tax services

> Expert accounting leadership

I extend my passion for helping

business owners to group settings, too!  

Read below for upcoming events.​

Please get in touch if you need a tax, accounting, or business speaker for your panel, podcast, classroom, or industry event.  I have experience teaching both lay-folks and accountants, and would love to share my knowledge with your audience. 




The Bellevue chapter of the Accounting and Financial Women's Alliance (AFWA) has invited me to their monthly meeting this month to present on optimizing communications with clients. We'll walk through a general approach to communicating with clients, finding a balance between streamlining your back-end and keeping clients happy. We'll touch on how communication and marketing go hand-in-hand. I'll show some software tools to consider and discuss how a small firm might implement them. (No sales or affiliations, just my thoughts!). So excited to share some of my tips & tricks to fellow accountants! Link for dinner meeting registrations

The Accounting and Financial Women's Association (AFWA) Seattle chapter has asked me to present their Annual Tax Update on January 22, 2020. We'll discuss the Taxpayer First Act; important 2019 court cases, revenue procedures, notices, and regulations; and the December 10, 2019 legislation including the CARES Act, extenders, disaster relief, and ACA provisions. Let's get nerdy, my friends! Dinner Meeting Reservations here.

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