I went to work for a CPA firm shortly after completing my Masters of Accountancy degree. The experience in a CPA firm was great, but I learned that I did not want to focus on tax preparation. I went on to work as a Controller for a hotel, spa and music venue. I really enjoyed working as a Controller because of the exposure to decision-making processes.
Working for a company with multiple revenue sources really paid off after my husband and I moved to Atlanta. I took a job as an accounting consultant for small businesses. As a consultant, I provided support to local companies in metro-Atlanta as well as virtual clients. The work proved extremely rewarding. I was able to help so many people. I, also, had a fabulous boss who remains one of my mentors today. She supported me while I earned my CPA license during this time and also taught me how to think like a CFO.
In 2008, an opportunity I could not pass up presented itself to me. The Department of Interior needed people to help with its financial system conversion to SAP accounting software. In my federal government position, I evolved into a business analyst. I began using Tableau software to create executive level dashboards for leadership. You can see some of my dashboard work on Tableau Public.
The analytical nature of being an accountant and experiences from my previous jobs give me the skills necessary to understand what people want. I am sharing my passion for numbers with the small business community. My hope is to empower business owners to use their financial data to make data-driven decisions about their future.