Throughout my life, I have been fascinated by language; English and French in college and in business school, it was the language of Finance. With 25 years of experience in commercial banking, product management and small business financial consulting, I've learned that companies have a unique language all of their own.
Success happens when owners learn how to listen and respond to their companies—and I love being the person to teach them how to do so. I have seen what success and failure look like. Most often, the difference between one and the other is vision, grit and a willingness to collaborate with trainers who can show you the way. The best part of my work is when I get to be that trainer and see the spark between a company and its owner. When that partnership develops, it forges a path toward true achievement.
Some points on my map:
• DePauw University, BA
• Case Western Reserve University, Weatherhead School of Business, MBA
• QuickBooks Online Advanced Certified
• Intuit Accountant Council – selected for term 2018 – 2020
• Member - Impact 100 Traverse City
When I’m not testing a new app integration with QuickBooks or graphing workflows, I enjoy spending time with my two children and husband traveling, watching sci-fi or getting outside. Without these three, I would forget to stop asking questions and just enjoy the ride.
For as long as I can remember, I've had a love for numbers. As a young girl, I would pretend I was a Math teacher. As I grew older, my accounting classes became my happy place (I know, I know), so I decided to build a career around it, and I’ve never looked back!
In my years at MoneyFit, I have grown to not only love numbers but to listen to what they say. To me, accounting is much more than numbers; it is building a relationship with clients, becoming a part of their team, and helping them be the best they can be. It is my passion to help small businesses get out from behind their books so they can focus on what they do best - delighting their clients. They say it takes a village, and I genuinely believe that in every aspect of life.
Some points on my map:
• Ferris State University, BS
• Davenport University, MBA
• QuickBooks Online Certified
• Bill.com Expert Certified
Outside of work, I love spending time with my husband, two young boys, and our puppy. We love adventuring together, camping, kayaking, and traveling. We’ve been to 10 National Parks or Monuments in the last 3 years.