History of my firm video!

Today, I’m going to talk to you about the history of my firm. I think it’s safe to say that the history of my firm is a history of me, at least my accounting journey.

I will start at the very beginning before I even went into accounting, I went to MIT, and I have an engineering degree. I kind of went in a different direction ended up not going into engineering. I was also pre-dental, which is a little strange, maybe. But I went into accounting because, once you’ve done things like differential calculus, doing accounting is relatively easy. Even when things are complicated, it’s not as involved compared to quantum physics. So, accounting was the way more comfortable way to work with numbers. I did end up needing to go to graduate school, so I have a master’s degree from Nova Southeastern.

I worked in accounting since I graduated college. I worked for New England Medical Center, a new name now; it’s the hospital associated with Tufts. I worked at Boston University’s Medical Campus, also in the accounting department. I used to do research accounting; it’s a beast; it’s a subset of accounting. Then I moved down to Florida, and that’s when I went into the non-profit world, but different type, not hospital and university, but it was in a private school as director of finance.

Through all of this, I worked on my master’s degree to become a CPA. After that, is what I moved into the CPA world. I worked at Robinson, which also has a new name. It got bought by BDO. After being at that firm is when I went out on my own, highly encouraged by my wonderful husband, and never looked back ever since then. I went from having a few small clients, friends, and family; a couple of clients came with me when I left the previous firm. They were not willing to give me up. So, they followed me along, and I’ve been fortunate that it’s just grown and grown over the years.

What else can I tell you about the firm? It’s not just me anymore. I do have a few people on my staff. It’s not just a one-woman show anymore, which is exciting. We’ve got big plans for this year. A lot of growth, just going to keep growing. The economy is doing great, trying to take advantage of that. There’s a lot of new businesses starting up all over, especially in South Florida. It’s been amazing to watch the last couple of years, and we love helping our small business clients. They’re our favorite. So, whether it’s professionals who, like myself, have their own business or technology startups, we love our clients, and we love helping them grow, and watching them grow, and we grow along with them. So, it’s a win-win for everyone.

It is tax season. If you’re looking for someone super smart, because I did go to MIT, to help you with your taxes, make sure you’re not paying too much, make sure you’re getting everything you can out of what you do, and minimizing the amount of taxes that you pay, and help keep some money in your wallet, feel free to reach out. That’s all for the history of my firm.