How do you prepare for busy season?
I carefully research new tax laws and review client files in order to be proactive.
How do you wind down after busy season?
I travel with my family. We love exploring new places together.
Favorite lunch spot?
BrickTop’s, Palm Beach
Favorite website or smartphone app?
What’s on your bucket list?
To go on an African safari with my family.
What do you like most about being a CPA?
Overall, it’s the feeling of accomplishment when you get to help clients. Whether it’s helping them plan for the future, selling a business or just general accounting questions or concerns, it’s the satisfaction of advocating and helping them with their specific needs.
What advice would you give someone considering a CPA career?
Take your CPA exam as soon as possible and keep up on technological advances in the profession. Also understand that a career as a CPA is very people oriented. You’ll meet and work with a variety of clients, and you’ll need to be comfortable with these personal interactions.