Mobile CPA specializing in Forensic Accounting, Fraud Prevention and Detection, Tax Resolution | Witty International Speaker | Author, The Designated Motivator.

Global
Joined December 2008
Outgrowing QuickBooks? 🚀 Join our powerhouse webinar w/ @Acumatica to learn when to level up, what to look for in a cloud ERP, & how to transition smoothly—plus a real success story from DiamondBack Truck Covers. 📅 Register now: taxrepllc.com/20250729-beyon…
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CFOs, 86% are using AI—but only 49% are using the RIGHT tools! What are you waiting for?!  Download the CFO Guide to AI by @SageUSAmerica NOW and start transforming your finance team into a powerhouse!  #CFO #AI #FinanceLeadership #Sage #Ad sagenorthamerica.pxf.io/vPE3…
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CFOs, it’s time to automate, accelerate, and lead. Stop wasting time on manual tasks and start making smarter decisions with AI! Download the CFO Guide to AI by @SageUSAmerica NOW and transform your finance operations! 🚀 #CFO #AI #Finance #Sage #Ad sagenorthamerica.pxf.io/dO50…
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Hey everyone! I am so grateful to be a part of such an amazing speaker series! Make sure you claim your spot soon because I promise this is something you won't want to miss!
🇺🇸 Announcing ‘The Smarter Agency Series’—three sessions to make your #agency more efficient, #profitable, and future-ready. Led by experts from @inventium, Powerful Accounting, and @Asana Join one session or all three (4/15, 4/16, 4/17 @ 2PM ET)! Save your spot: bit.ly/3FXo1FG
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Hey everyone! HUGE shoutout to @Ignition for being the best ever! While I was away on a four day weekend with my daughter, Ignition had my accounts on lock! Someone tried to login and attempted to change the bank account! Crisis averted thanks to Ignition!
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Tomorrow is the day! Tax season is among us, and it’s time to learn from last year’s challenges to avoid them this time around. Thanks to @ADP, I’ll guide you through strategies to be proactive and make tax season as efficient as possible! LET'S GO! event.on24.com/wcc/r/4822733…
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Have you registered yet? Tax season is here, so let’s take what we learned from last year to make this one even better. Join me for a session sponsored by @ADP to discover proactive tips and streamline your tax processes! Let's go! event.on24.com/wcc/r/4822733…
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What's going on people! With tax season upon us, now’s the time to reflect on past mistakes and make improvements for a smoother experience this year. Thanks to @ADP, I’ll show you how to stay ahead and optimize your tax season workflows! Let's go! event.on24.com/wcc/r/4822733…
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Hey everyone! Tax season is here, and it's the perfect opportunity to learn from last year’s missteps to avoid repeating them. Join me, thanks to @ADP, as we explore proactive strategies to streamline your tax season process! event.on24.com/wcc/r/4822733…
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TOMORROW IS THE DAY! Reasonable compensation is the perfect way to save your clients thousands while ensuring their returns are audit-proof! Join Eric Green, Esq., and me for our master class so we can guide you through it! Register here - taxrepllc.com/20250116-mc-re…
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Today is the day! Join Roger Knecht and I for an eye-opening finale to this series! Discover the power of automated accounts payable to drive growth, increase efficiency, and elevate client experiences. Let's go! quadient.com/en/events/dawn-…
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I’m honored to be recognized as a 2024 Top Presenter by CPAacademy.org! Grateful for the chance to share knowledge, connect with fellow professionals, and contribute to the growth of the accounting community. members.cpaacademy.org/toppr…
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You can help your clients save big and audit-proof their returns with reasonable compensation—it’s a must-have service! Join Eric Green, Esq., and me for a master class to add this profitable service to your tax season lineup. Let's go - taxrepllc.com/20250116-mc-re…
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Thank you, CPAacademy.org, for naming me a 2024 Top Presenter. I appreciate the opportunity to share insights with fellow professionals and help drive progress in the accounting field. members.cpaacademy.org/toppr…
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Have you signed up yet? Reasonable comp saves clients big & audit-proof returns! Join Eric Green, Esq., & me for a master class to add this must-have service. -Register TODAY for huge savings! -TRN Members: Use code TRN99ONLY for $99! taxrepllc.com/20250116-mc-re…
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Don’t miss the final session of this series with Roger Knecht and me! Gain actionable strategies to streamline workflows, cut down on errors, and scale your services. Get ready for real-life examples and tips to take your firm to new heights! Let's go! quadient.com/en/events/dawn-…
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The final session of this series with Roger Knecht and I is here! Explore how automation can revolutionize your accounts payable process, helping your firm scale and improve efficiency. Let's go! quadient.com/en/events/dawn-…
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I am so grateful to be named one of CPAacademy.org’s 2024 Top Presenters. It’s a privilege to contribute to the ongoing education and growth of the accounting profession. If you've attended any of my webinars this year, thank you so much! members.cpaacademy.org/toppr…
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Hey everyone! Tax season made easy! Join Alexandra Hayter, Scott Francis, & me tomorrow at 11 AM PT for a SmartVault webcast. Learn to digitize, organize, & streamline workflows. Bonus: Win a ScanSnap iX1600! Let's go - bit.ly/3EYpTx9
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