I always wanted to help people with their businesses and tax planning to grow and become more prosperous. I started taking CMA classes in 1988 and applied at the time to every small firm in the phone book. (No, there was no e-mail way back then!). Through my studies I ended up finding a job in industry and rode that wave for the next 28 years. My career started in a junior position and I continually gained more and more experience and increasingly senior positions until the economy caught up to me and I was downsized in the summer of 2016. This ended my career in industry, and I left as a Controller for an Oil and Gas related company. I knew this was an opportunity to change gears to do what I always wanted to!
Of course, nothing comes easy, and I could not just hang my shingle out as a Public Practitioner (although I had been a qualified CMA/CPA since 2000) without the experience and knowledge to do so. I needed to get hundreds of hours in Public Practice verified by another CPA and update a taxation course. I also improved my knowledge of Public Practice by taking a post-secondary degree program focused in this area as well as further CPA training. During this time, I enlisted the assistance of my (now) partner to work under her as a contractor while getting my qualifications.
Together we started Evolution Accounting in the spring of 2019 and a year later I completed all my qualifications and became a full partner in the firm. I am finally doing what I always was meant to and would never have it any other way. Helping business succeed is my passion!