Newport Beach, CA Meeting: In-Person Only

My professional journey, beginning as an auditor in 2009, which ignited a passion for making work meaningful. I've been honored to speak to business audiences across the country and am now empowering business owners with financial clarity and confidence through Multiply Advisors. I've written three books from finding focus/purpose to employee engagement handbooks and my latest book called 5 Days To Your Best Work Yet.

Why start a CPA firm? So many business owners struggle to find a real accounting partner to support them in their business growth. They're constantly worried about what they didn't know and up at 3 am watching YouTube videos on tax strategies wondering if that would work for them. So what did we do? We interviewed 100 business owners, asked them what they wanted in an accounting firm, and used those answers to build a truly better growth partner in Multiply Advisors.

Licensing & Credentials

CPA - Certified Public Accountant EA - Enrolled Agent

Services Offered

Accounting/Bookkeeping Payroll Sales Tax

Tax Specialties

Influencers