From envelope system to financial operations partner
When I was 11, my parents handed me a book called Money Skills for Teens and said, "We never had someone tell us how to handle our money, but we're hoping we can give you the tools to figure it out." It stuck.
Childhood
An envelope system for separating "spending cash" from "saving cash" becomes a lifelong habit.
Early Career
Cut my teeth in accounting at my alma mater after graduation, reconciling funding, managing accounts, and reporting across a couple dozen departments.
Gaining Experience
Moved into the private sector, building financial systems and FP&A processes from the ground up for a growing design firm.
Leading Finance
Stepped into the Director of Finance role for a Design-Build firm, growing revenue 92% while holding overhead growth to just 2.1%.
Then, took on a role in corporate finance, and was exposed to how the numbers are crunched within a global multi-billion dollar entity.
Today
After spending a few years of evenings and weekends helping local business owners wrangle their financial operations, I was able to step out of the corporate world to focus full time on the small business sector, which has been so rewarding.
I'm not a jack of all trades…ask me to render a 3D animation or frame a house, and I wouldn't know where to start. But I love getting a peek at different industries and helping passionate people make sense of their numbers so they can focus on what they do best.
The partnership looks different for every client, but I love the variety it brings and the ability to come alongside different teams as they build something exciting.