I am a Virginia licensed Certified Public Accountant with over 15 years of professional experience (11 years of this time I’ve held an active CPA license.) Coming from an accounting family, I started my first accounting clerk job at the age of 14. Fast forward 20 years, I have since assisted hundreds of business and individual clients, from start-ups through succession planning.
When I say “Plan”-Centered, I mean it! I have studied and acquired the right credentials and experiences to provide the highest quality Tax and Business Consulting services. I received my Master of Accountancy (M.Acc.) degree from East Tennessee State University and aced the CPA exam in one sitting (yes really – a perfect score!) My earliest years out of school started in Big 4 accounting firms; however, in recent years, I have focused my career on serving small business and investor clients.
I am a “tax nerd,” but I can also speak clearly and “teach you my ways.” I frequently train small business owners how to use their accounting software, keep their books up-to-date, AND understand the numbers. Most of this experience comes from years in public accounting; however, I have taught collegiate level accounting courses as an adjunct faculty member. Even my most resistant students have had no choice but to learn something from me!
I am an active member of the American Institute of Certified Public Accountants (AICPA,) Virginia Society of Certified Public Accountants (VSCPA,) and an experienced QuickBooks accountant.
I live in Abingdon, Virginia with my husband Chris (a Virginia/Tennessee practicing attorney) and our 3 beautiful tax credits: Laura Lee, Julia Mae, and Noah James.
Industry Focus: Real Estate, Investments, Professional Services, Medical Services, Entertainment, Restaurant, and Small Business.
Education: Master of Accountancy degree from East Tennessee State University; Bachelor of Science in Recording Industry & Flute Performance from Middle Tennessee State University.
Send me a message to learn more about what my services can do for your business and investment goals!