Partner

• Feb 2020 - Present

We help business owners and CFOs increase their cash flow by partnering with them and their CPAs to capture and maximize lucrative tax credits and incentives. We qualify whether the business is eligible for incentives, perform the work so their CPA can file to capture the credits, and defend our work should it be called into question by taxing authorities. We help business owners and CFOs increase their cash flow by partnering with them and their CPAs to capture and maximize lucrative tax credits and incentives. We qualify whether the business is eligible for incentives, perform the work so their CPA can file to capture the credits, and defend our work should it be called into question by taxing authorities.

Strategic Alliance Partner

• Jan 2023 - Present

Founded in 1987, EO is the catalyst that enables leading entrepreneurs to learn and grow, leading to greater success in business and beyond. Entrepreneurs’ Organization is a high-quality support network of 14,000+ like-minded leaders across 61 countries. We help entrepreneurs achieve their full potential through the power of life-enhancing connections, shared experiences and collaborative learning. Founded in 1987, EO is the catalyst that enables leading entrepreneurs to learn and grow, leading to greater success in business and beyond. Entrepreneurs’ Organization is a high-quality support network of 14,000+ like-minded leaders across 61 countries. We help entrepreneurs achieve their full potential through the power of life-enhancing connections, shared experiences and collaborative learning.

Member

• Dec 2022 - Present

Founded in 1957, Vistage is the leading peer mentoring organization with 23,000+ members worldwide. Vistage works and the data proves it: member companies grew 2.2 times faster than average small and midsize U.S. businesses, according to a study by Dun & Bradstreet. Through a combination of peer advisory, executive coaching and training and enrichment opportunities, Vistage creates better, more insightful leaders. The only objective of a Vistage group is to help leaders improve, both… Show more Founded in 1957, Vistage is the leading peer mentoring organization with 23,000+ members worldwide. Vistage works and the data proves it: member companies grew 2.2 times faster than average small and midsize U.S. businesses, according to a study by Dun & Bradstreet. Through a combination of peer advisory, executive coaching and training and enrichment opportunities, Vistage creates better, more insightful leaders. The only objective of a Vistage group is to help leaders improve, both personally and professionally. It takes courage to face a challenge head on, but when you join Vistage, you can tap into the experience and impartial advice of exceptional business leaders which can drive outstanding results for your company. Show less Founded in 1957, Vistage is the leading peer mentoring organization with 23,000+ members worldwide. Vistage works and the data proves it: member companies grew 2.2 times faster than average small and midsize U.S. businesses, according to a study by Dun & Bradstreet. Through a combination of peer advisory, executive coaching and training and enrichment opportunities, Vistage creates better, more insightful leaders. The only objective of a Vistage group is to help leaders improve, both… Show more Founded in 1957, Vistage is the leading peer mentoring organization with 23,000+ members worldwide. Vistage works and the data proves it: member companies grew 2.2 times faster than average small and midsize U.S. businesses, according to a study by Dun & Bradstreet. Through a combination of peer advisory, executive coaching and training and enrichment opportunities, Vistage creates better, more insightful leaders. The only objective of a Vistage group is to help leaders improve, both personally and professionally. It takes courage to face a challenge head on, but when you join Vistage, you can tap into the experience and impartial advice of exceptional business leaders which can drive outstanding results for your company. Show less

Associate Director - Tax Incentives Expert

• Dec 2018 - Feb 2020

Business Performance Advisor - Sales and Marketing Leader

• Dec 2017 - Dec 2018

Business Development & Marketing Director

• Jun 2010 - Dec 2017

Sales and Marketing Director for this Southlake accounting firm since its inception. Directed strategic marketing and business development processes to dramatically increase client acquisition and retention as well as increasing bottom line revenues. Led efforts to niche the practice, created go to market strategy, oversaw branding and all digital/print/promotional marketing. Created and implemented the firm's sales pipeline process and oversaw lead generation and conversion of prospects to… Show more Sales and Marketing Director for this Southlake accounting firm since its inception. Directed strategic marketing and business development processes to dramatically increase client acquisition and retention as well as increasing bottom line revenues. Led efforts to niche the practice, created go to market strategy, oversaw branding and all digital/print/promotional marketing. Created and implemented the firm's sales pipeline process and oversaw lead generation and conversion of prospects to clients. Heavy involvement in workflow processes and systems implementations, organizational structure, hiring and staff development. Show less Sales and Marketing Director for this Southlake accounting firm since its inception. Directed strategic marketing and business development processes to dramatically increase client acquisition and retention as well as increasing bottom line revenues. Led efforts to niche the practice, created go to market strategy, oversaw branding and all digital/print/promotional marketing. Created and implemented the firm's sales pipeline process and oversaw lead generation and conversion of prospects to… Show more Sales and Marketing Director for this Southlake accounting firm since its inception. Directed strategic marketing and business development processes to dramatically increase client acquisition and retention as well as increasing bottom line revenues. Led efforts to niche the practice, created go to market strategy, oversaw branding and all digital/print/promotional marketing. Created and implemented the firm's sales pipeline process and oversaw lead generation and conversion of prospects to clients. Heavy involvement in workflow processes and systems implementations, organizational structure, hiring and staff development. Show less

Board of Directors Member

• Jul 2014 - Jul 2017

I was honored to serve on the Board of Directors and the Ambassador Chair for the Southlake Chamber of Commerce. Our members enjoy the many benefits of Chamber membership and help improve the economic health and quality of life in our community. We want to hear from you... Please reach out to me or one of the other Board Members if you have any questions or would like more information about The Southlake Chamber of Commerce. Address: 1501 Corporate Circle, Suite 100 Southlake,… Show more I was honored to serve on the Board of Directors and the Ambassador Chair for the Southlake Chamber of Commerce. Our members enjoy the many benefits of Chamber membership and help improve the economic health and quality of life in our community. We want to hear from you... Please reach out to me or one of the other Board Members if you have any questions or would like more information about The Southlake Chamber of Commerce. Address: 1501 Corporate Circle, Suite 100 Southlake, TX 76092 Telephone: 817-481-8200 southlakechamber.com Show less I was honored to serve on the Board of Directors and the Ambassador Chair for the Southlake Chamber of Commerce. Our members enjoy the many benefits of Chamber membership and help improve the economic health and quality of life in our community. We want to hear from you... Please reach out to me or one of the other Board Members if you have any questions or would like more information about The Southlake Chamber of Commerce. Address: 1501 Corporate Circle, Suite 100 Southlake,… Show more I was honored to serve on the Board of Directors and the Ambassador Chair for the Southlake Chamber of Commerce. Our members enjoy the many benefits of Chamber membership and help improve the economic health and quality of life in our community. We want to hear from you... Please reach out to me or one of the other Board Members if you have any questions or would like more information about The Southlake Chamber of Commerce. Address: 1501 Corporate Circle, Suite 100 Southlake, TX 76092 Telephone: 817-481-8200 southlakechamber.com Show less

Director Of Marketing And Business Development

• Jul 2010 - Apr 2013

Directed all marketing, networking, business development, and special projects for this accounting firm serving individuals small businesses in the DFW area. Directed all marketing, networking, business development, and special projects for this accounting firm serving individuals small businesses in the DFW area.

Marketing Director

• Jun 2009 - Feb 2010

Oversaw the marketing of programs and special events of Southlake Baptist Church in Southlake, TX. Oversaw the marketing of programs and special events of Southlake Baptist Church in Southlake, TX.

Marketing Director

• Sep 2002 - Jan 2010

Developed the marketing, human resources and payroll structure for Sherwood Services, Inc., a commercial janitorial company with nearly 1,000 employees. On the small business acquisitions team when six small to mid-size companies were acquired. Implemented systems and processes to manage rapid growth while delivering an excellent customer experience. Developed the marketing, human resources and payroll structure for Sherwood Services, Inc., a commercial janitorial company with nearly 1,000 employees. On the small business acquisitions team when six small to mid-size companies were acquired. Implemented systems and processes to manage rapid growth while delivering an excellent customer experience.