ABOUT THE OWNER

Professional Credentials & Affiliations

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  • Certified Public Accountant Licensed in the State of Texas
  • Certified QuickBooks ProAdvisor
  • Member American Institute of CPAs
  • Member Texas Society of CPAs
  • Member Dallas Society of CPAs
  • Member AICPA Women in the Profession

Experience

  • Over twenty-five years of experience in providing accounting, auditing & financial consulting services to nonprofit organizations
  • Former Chief Financial Officer & Chief Operating Officer for a Dallas area grant-making foundation
  • Former auditor with both national & local Dallas area public accounting firms
  • Board, committee & volunteer positions with a number of nonprofit organizations in Dallas
  • Speaker, presenter, & facilitator for a variety of educational nonprofit accounting & financial course sessions


Education

  • Master of Science in Accounting, cum laude honors degree from the University of North Texas