Dashboarding for Growth
Unlocking the Magic of Advisory Opportunities for Accountants
I live to unlock the magic in numbers to my small business clients, let me show you how.
Numbers Don't Have to Be Scary - March 2023
Energy Stoners Cafe Podcast with host Toni Quest
The ISV Society Podcast, Sept. 2023
With host Amiee Keenan
Bring numbers to life!
Advisory services allow you to apply your existing skills in new ways to help your clients live the life of their dreams.
The Inside-Out Career Design Podcast, March 2023
With hosts Peter Axtell and Nicola Vetter
Niches are the best!
And how in the world did I end up in Napa Valley wine country?
Advisory in Real Life (LinkedIn Live Stream)
Hosted by Geni Whitehouse, these monthly livestream sessions feature accountants who have made the move to advisory service.
Helping During Covid
It is time for accountants to do more for our clients.