The main reason I enjoy working with women is that I am one! As all you other women know, we are very different from men in a lot of ways, and I just love the connection, rapport, and shared experiences that happen when we enter each others' lives. I have been a working mom and business owner my entire adult life, and have enormous empathy for other ladies who are facing the challenges I have dealt with. And, I get no greater satisfaction than to be able to support and encourage other women.
I have spent all of my accounting/financial advisory career in public accounting with an emphasis on tax planning, compliance, and small business advisory and support. I have owned and operated my own accounting firm for over 20 years, while raising a family, so I am well acquainted with the challenges of trying to achieve the balance between work and family.
I now primarily focus on helping women real estate investors and entrepreneurs to make smart financial decisions so they can grow their wealth while helping others to solve their real estate ownership challenges.
Until 2020 I had lived most of my life in Santa Fe, NM. In June of 2020 my dog and I left all that was familiar and embarked on a grand adventure by moving to Cincinnati, Ohio…lol! And, it has been SO much fun…Cincinnati is a wonderful, hidden gem of a community. My kids and grandkids still live in the West, but I visit, and life is good!
THREE THINGS ABOUT ME
I completed my very FIRST bicycle ride last year, which was 450 miles!
I am an avid genealogy buff - moved to Cincinnati after discovering my ancestral roots there.
I have learned to speak a bit of Scottish Gaelic.
•Certified Public Accountant •Certified Score Mentor
New Mexico State University - BBA Accounting
All 50 States
Virtual Appointments Available
Business Cash Flow Analysis
Business Succession Planning
Personal Tax Planning
Self Directed IRA
Small Business Tax
Stay at Home Mom
First Home Purchase
Starting a Family
By project or by program. I provide fee proposals for all engagements.