Credentials and Experience

I received my bachelor’s degree in accounting in 1979 and received my Colorado CPA certification in 1983.

I started my path in accounting with a small public practice run from my home. I soon realized that it taking over the first floor, with employees, did not compliment starting a family and raising my children.

In 1996, I purchased a custom home in Arvada to use as an office. I worked diligently to rezone this property and transform it into the “Blue Accounting House.” 

Thanks to this great location, the practice grew quickly. More employees were hired to keep up with the growing demands. Along with the business success, however, came a new level of personal challenge. My life began to feel unbalanced. I found myself moving away from the one-on-one contact with clients—which I loved—and stepping fully into the role of managing a larger business.  Late in 2000, the time had come for me to make a change that was sorely needed, and I sold my interest in the practice and the “Blue Accounting House.”

In the years following, I wanted to explore the different facets of accounting. I worked as a CFO, gaining experience in the deeply challenging aspects of workers compensation, employee benefits, Enterprise Zone credits, property, and sales tax. I also worked with Litigation Support CPA organizations and various CPA firms during tax seasons to ensure I kept up with ever-evolving tax law changes.

In addition, I studied in the field of Retirement Planning. I received a new credential known as “Accredited Retirement Advisor,” or ARA.

In 2012, I started preparing tax returns and providing CFO small business consulting, accounting, and payroll services part-time for clients. I decided to take my diverse tax experience and apply it to a more “client-centered” one-on-one environment, choosing to operate back in the comforts of my home.

Core Values

I lead a balanced life now. I work a flexible schedule and I have no employees.

Health, family, and home are extremely important to me. I enjoy working from my “house on the hill” while relishing the views.

What these values translate into for my business is personalized attention. When I work with a client, it is me who is doing the work. It is not passed off to a less-experienced staff member.

My value of balance also helps me to gain a better focus more on the scope of my work. I feel that I am being called to help clients not only with tax preparation and accounting but also with taking a deeper look at the real issues that will impact you substantially in your life. I find it very important to spend time with you so we can discuss all topics and issues, in turn, allowing you to make sound, informed decisions. I have the luxury of devoting this time to my practice, and it is this time and careful attention that you will receive in our work together.