In September of 2020, I joined Daszkal Bolton (now CohnReznick) as a Director within their Boca Raton practice. With over 30 years of experience, I have been able to provide accounting services, tax compliance and planning as well as representation before tax agencies, business consulting, family office services, start-up planning, and M&A transaction support for a variety of businesses.
I am also a fractional CFO for Mark Edward Partners, an independent full-service international insurance brokerage firm covering a wide variety of businesses and individuals, advising the executive team in all areas of operations, including strategic planning, establishing and monitoring key performance metrics, and the selection, purchase and subsequent integration of acquired businesses.
It is with this experience and perspective, alongside my extensive QuickBooks certifications, that I am able to successfully help clients set up new businesses, clean up existing accounting records, improve their financial processes, navigate tax strategies that will support their goals, and provide oversight and review.
In addition to my professional responsibilities and associating with so many awesome ladies in the Drip, I lead a regional women’s organization in my church, am the mother of 4 beautiful children and 1 very precious granddaughter. I most enjoy traveling to spend time with family and finding geocaches worldwide.