My journey into the tax industry began in 2008 when I bought into a local tax franchise, and my mom ran the day-to-day operations of our locations. That experience gave me my first real introduction to the world of taxes, and I quickly learned the ins and outs of running a tax office.

After stepping away from the industry for a few years, I reentered in 2014 when I began helping my then-partner, who owned multiple tax offices and a tax software company. It was during this time that I truly immersed myself in the business, learning not just about taxes but also the behind-the-scenes operations, marketing strategies, and customer acquisition methods that drive growth.

What started as helping out quickly turned into an obsession with marketing and client acquisition. I became passionate about figuring out how to attract and retain clients, based on hands-on, real-world experience within the tax and accounting industry. Over the years, I've honed my expertise in helping firms like yours scale through targeted marketing strategies and smart client acquisition.

Now, with years of industry experience and a deep understanding of what it takes to grow a tax or accounting firm, I’m here to help businesses like yours thrive.