I garnered hands-on-experience engaging with small businesses and individuals while working for a regional CPA firm in Southern California.
I had always helped friends and family with their small business bookkeeping and tax preparation need throughout. Then one day after relocating to the Pacific Northwest, my calling came knocking at my door, while I was moving. The small business moving provider who helped me move asked "if I would do their bookkeeping for them", and at that point I knew my calling was to serve the small businesses community and individuals.
I have a Bachelor’s in Finance and Economics from San Diego State University, San Diego, California along with a Master of Taxation from Golden Gate University, Los Angeles, California.