My personal mission is to help CPAs and small businesses to leverage technology for their success.
Once a practicing CPA I discovered a passion for technology. After years of churning out tax returns and completing audits I discovered my Hedgehog (see Jim Collin's, Good to Great) and decided to marry my passions for the accounting industry and technology.
I am honored to be recognized as an industry leader on technology topics impacting CPA's. This allows me the opportunity to be a speaker at industry conferences around the country. I embrace these opportunities to educate CPA's on a wide variety of technology topics such as, cloud computing, Microsoft updates and many other topics.
During my journey I have made a number of important stops. Notably, as a member of the Maryland Association of CPA's Board of Directors and ultimately Chairman of the Board. I have also participated at a variety of levels with the American Institute of CPA's. I am a regular presenter for state and national conferences, discussing technology and leadership topics for CPAs.
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals